Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLSTATE CORPALL · Entity 2989 | Director | June 01, 2026 | June 03, 2026 |
| METLIFE INCMET · Entity 488 | EVP, Global Employee Benefits | September 13, 2017 | September 15, 2017 |
| S&P Global Inc.SPGI · Entity 2879 | Director | January 02, 2026 | January 06, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 28, 2026 | April 30, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ALLSTATE CORP
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 917 |
Reported balance
After 2026-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 917 · Balance 917 F1: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability.
METLIFE INC
Report date September 13, 2017 · Filed September 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 121,278.9192 |
Reported balance
After 2017-09-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-09-13 · Grant · Acquired 322.6171 · Balance 121,278.9192 F1: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral accounts pursuant to the MetLife Deferred Compensation Plan for Officers and the MetLife Leadership Deferred Compensation Plan. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred. F2: Includes 4,184.3515 Deferred Shares previously added to the reporting person's ownership through an adjustment to maintain the intrinsic value of Deferred Shares in light of the distribution by MetLife, Inc. to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of Deferred Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral accounts pursuant to the MetLife Deferred Compensation Plan for Officers and the MetLife Leadership Deferred Compensation Plan. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.
F2: Includes 4,184.3515 Deferred Shares previously added to the reporting person's ownership through an adjustment to maintain the intrinsic value of Deferred Shares in light of the distribution by MetLife, Inc. to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of Deferred Shares.
S&P Global Inc.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,478.85 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 479.62 · Balance 5,478.85 F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2026. F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. |
| Common StockSEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 400 |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2026.
F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director.
WELLS FARGO & COMPANY/MN
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,851.9647 |
Reported balance
After 2026-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-28 · Grant · Acquired 3,436 · Balance 17,851.9647 F1: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2: Each Common Stock Unit represents a right to receive one share of Company common stock. F3: Includes dividend equivalents reinvested in additional Common Stock Units. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 4,253 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,253 |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director.
F2: Each Common Stock Unit represents a right to receive one share of Company common stock.
F3: Includes dividend equivalents reinvested in additional Common Stock Units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 4, 2017 21:46 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 266.13 | $108.39 Strike: $0.00 | $28,845.83 |
DisclosureSEC source: 0001225208-17-000430 · doc4.xml · derivative · entry 1 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266.13 Underlying: Common Stock · 266.13 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Stock Ownership Plan based on the closing price of SPGI common stock on January 3, 2017. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:20 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 262.7774 | $56.69 | $14,896.85 |
DisclosureSEC source: 0001209191-16-155395 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,871.9055 F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral accounts pursuant to the MetLife Deferred Compensation Plan for Officers and the MetLife Leadership Deferred Compensation Plan. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:20 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,200 | $0.00 Strike: $34.84 | $0.00 |
DisclosureSEC source: 0001209191-16-153014 · doc4.xml · derivative · entry 3 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200 Underlying: Common Stock · 2,200 shares Expires 2020-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · derivative.exercise_date: The option vested in three equal installments on February 23, 2011, 2012 and 2013. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:20 UTC | METLIFE INC MET · Entity 488 | SaleCommon Stock | 2,200 | $55.45 | $121,990.00 |
DisclosureSEC source: 0001209191-16-153014 · doc4.xml · nonDerivative · entry 2 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,609.128 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:20 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 2,200 | $34.84 | $76,648.00 |
DisclosureSEC source: 0001209191-16-153014 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,809.128 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 20:13 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,200 | $0.00 Strike: $34.84 | $0.00 |
DisclosureSEC source: 0001209191-16-147894 · doc4.xml · derivative · entry 3 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,400 Underlying: Common Stock · 2,200 shares Expires 2020-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · derivative.exercise_date: The option vested in three equal installments on February 23, 2011, 2012 and 2013. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 20:13 UTC | METLIFE INC MET · Entity 488 | SaleCommon Stock | 2,200 | $47.33 | $104,126.00 |
DisclosureSEC source: 0001209191-16-147894 · doc4.xml · nonDerivative · entry 2 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,609.128 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 20:13 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 2,200 | $34.84 | $76,648.00 |
DisclosureSEC source: 0001209191-16-147894 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,809.128 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 20:18 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,800 | $0.00 Strike: $34.84 | $0.00 |
DisclosureSEC source: 0001209191-16-145233 · doc4.xml · derivative · entry 3 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,600 Underlying: Common Stock · 8,800 shares Expires 2020-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · derivative.exercise_date: The option vested in three equal installments on February 23, 2011, 2012 and 2013. Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 20:18 UTC | METLIFE INC MET · Entity 488 | SaleCommon Stock | 8,800 | $45.00 | $396,000.00 |
DisclosureSEC source: 0001209191-16-145233 · doc4.xml · nonDerivative · entry 2 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,609.128 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 20:18 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 8,800 | $34.84 | $306,592.00 |
DisclosureSEC source: 0001209191-16-145233 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,409.128 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 20:30 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 335.7415 | $43.97 | $14,762.55 |
DisclosureSEC source: 0001209191-16-141604 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,609.128 F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral accounts pursuant to the MetLife Deferred Compensation Plan for Officers and the MetLife Leadership Deferred Compensation Plan. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:16 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001209191-16-140032 · doc4.xml · derivative · entry 3 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2019-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · derivative.exercise_date: The option vested in three equal installments on February 24, 2010, 2011 and 2012. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:16 UTC | METLIFE INC MET · Entity 488 | SaleCommon Stock | 2,000 | $43.45 | $86,900.00 |
DisclosureSEC source: 0001209191-16-140032 · doc4.xml · nonDerivative · entry 2 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,273.3865 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:16 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 2,000 | $23.30 | $46,600.00 |
DisclosureSEC source: 0001209191-16-140032 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,273.3865 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| January 03, 2016 Filed Jan 4, 2017 21:31 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,200 | $0.00 Strike: $34.84 | $0.00 |
DisclosureSEC source: 0001209191-17-000926 · doc4.xml · derivative · entry 3 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,200 shares Expires 2020-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · derivative.exercise_date: The option vested in three equal installments on February 23, 2011, 2012 and 2013. Read SEC document |
| January 03, 2016 Filed Jan 4, 2017 21:31 UTC | METLIFE INC MET · Entity 488 | SaleCommon Stock | 2,200 | $54.51 | $119,922.00 |
DisclosureSEC source: 0001209191-17-000926 · doc4.xml · nonDerivative · entry 2 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,871.9055 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| January 03, 2016 Filed Jan 4, 2017 21:31 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 2,200 | $34.84 | $76,648.00 |
DisclosureSEC source: 0001209191-17-000926 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,071.9055 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.