Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MeridianLink, Inc.MLNK · Entity 73961 | Director | June 09, 2022 | June 10, 2022 |
| ROCKWELL AUTOMATION, INCROK · Entity 906 | Director | December 08, 2025 | December 11, 2025 |
| VISA INC.V · Entity 495 | Director | January 27, 2026 | January 28, 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.
MeridianLink, Inc.
Report date June 09, 2022 · Filed June 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 20,133 |
Reported balance
After 2022-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-06-09 · Grant · Acquired 8,595 · Balance 20,133 F1: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the reporting person's continued service relationship with the Issuer through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the reporting person's continued service relationship with the Issuer through such vesting date.
ROCKWELL AUTOMATION, INC
Report date December 08, 2025 · Filed December 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,985 |
Reported balance
After 2025-12-08 transaction · row 1
1 source rowRow 1 · 2025-12-08 · Grant · Acquired 498 · Balance 4,985 F1: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan.
VISA INC.
Report date January 27, 2026 · Filed January 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,437 |
Reported balance
After 2026-01-27 transaction · row 1
1 source rowRow 1 · 2026-01-27 · Grant · Acquired 861 · Balance 3,437 |
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 27, 2026 Filed Jan 28, 2026 22:10 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001403161-26-000032 · form4.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,437 Read SEC document |
| December 08, 2025 Filed Dec 11, 2025 00:29 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 498 | $0.00 | $0.00 |
DisclosureSEC source: 0001778037-25-000004 · wk-form4_1765412958.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,985 F1 · kind: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| January 28, 2025 Filed Jan 29, 2025 22:31 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 777 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002324 · form4.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,576 Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 21:05 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-24-000135 · wk-form4_1733519131.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,487 F1 · kind: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 00:04 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 958 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002068 · form4.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,799 Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 21:04 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000147 · wk-form4_1701810259.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,813 F1 · kind: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| May 15, 2023 Filed May 16, 2023 20:41 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 841 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015758 · form4.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 841 Read SEC document |
| December 09, 2022 Filed Dec 12, 2022 17:02 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 770 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000155 · wf-form4_167086453236307.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,097 F1 · kind: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| June 09, 2022 Filed Jun 10, 2022 17:22 UTC | MeridianLink, Inc. MLNK · Entity 73961 | GrantCommon Stock, par value $0.001 | 8,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001834494-22-000054 · wf-form4_165489613831539.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,133 F1 · security: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the reporting person's continued service relationship with the Issuer through such vesting date. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 01:02 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 421 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-21-000117 · wf-form4_163901175374057.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,327 F1 · kind: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| July 27, 2021 Filed Jul 29, 2021 19:56 UTC | MeridianLink, Inc. MLNK · Entity 73961 | GrantCommon Stock, par value $0.001 | 11,538 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-030718 · doc4.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,538 F1 · security: These shares were granted pursuant to a restricted stock unit award that vests with respect to 1/3rd of the underlying shares on each of July 27, 2022, July 27, 2023 and July 27, 2024, subject to the reporting person's continued service relationship with the Issuer through each such vesting date. Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 18:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-21-000344 · form.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,906 F1 · shares: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 13:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-001563 · form.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,747 F1 · shares: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 16:56 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 198 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000408 · form.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,257 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 19:07 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 663 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-002149 · form.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,059 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 14:49 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 396 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001615 · form.xml · nonDerivative · entry 1 Murphy Pam · CIK 0001778037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. 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.