Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBK · Entity 2899 | Director | April 17, 2026 | April 21, 2026 |
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | September 30, 2026 | October 02, 2026 |
| NASDAQ, INC.NDAQ · Entity 3019 | Director | June 10, 2026 | June 12, 2026 |
| PUBLIC SERVICE ENTERPRISE GROUP INCPEG · Entity 203 | Director | May 01, 2023 | May 02, 2023 |
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.
Bank of New York Mellon Corp
Report date April 17, 2026 · Filed April 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 31,473.32 |
Reported balance
After 2026-04-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-17 · Grant · Acquired 1,592 · Balance 31,473.32 F1: 1-for-1. F3: N/A. F2: The deferred stock units vest on the earlier of the date of the Corporation's 2027 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning the 30th day following the grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvented in additional deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1.
F2: The deferred stock units vest on the earlier of the date of the Corporation's 2027 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning the 30th day following the grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvented in additional deferred stock units.
F3: N/A.
INTERNATIONAL BUSINESS MACHINES CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,427 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 415 · Balance 10,427 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
NASDAQ, INC.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 58,281 |
Reported balance
After 2026-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 4,497 · Balance 58,281 F1: Represents an award of Restricted Stock Units (RSUs) granted pursuant to the Issuer's Equity Incentive Plan. Each unit represents a contingent right to receive one share of the Issuer's Common Stock. The entirety of the RSUs vest on June 10, 2027. F2: Represents 55,739 RSUs granted pursuant to Nasdaq's Equity Incentive Plan, of which 51,242 are vested as of the filing date of this Form 4 and, (ii) 2,542 shares of common stock acquired through open market purchases. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units (RSUs) granted pursuant to the Issuer's Equity Incentive Plan. Each unit represents a contingent right to receive one share of the Issuer's Common Stock. The entirety of the RSUs vest on June 10, 2027.
F2: Represents 55,739 RSUs granted pursuant to Nasdaq's Equity Incentive Plan, of which 51,242 are vested as of the filing date of this Form 4 and, (ii) 2,542 shares of common stock acquired through open market purchases.
PUBLIC SERVICE ENTERPRISE GROUP INC
Report date May 01, 2023 · Filed May 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,394.009 |
Reported balance
After 2023-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-01 · Grant · Acquired 2,851 · Balance 8,394.009 F1: 2023 Restricted Stock Unit grant under the PSEG 2021 Equity Compensation Plan For Outside Directors. F2: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. |
Filing footnotes · ownership attribution and instrument terms
F1: 2023 Restricted Stock Unit grant under the PSEG 2021 Equity Compensation Plan For Outside Directors.
F2: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
RED HAT INC
Report date July 09, 2019 · Filed July 09, 2019
Section 16 reporting ended · disclosed 2019-07-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-07-09 transaction · row 1
1 source rowRow 1 · 2019-07-09 · Disposition to issuer · Disposed 2,337 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated as of October 28, 2018, by and among International Business Machines Corporation ("IBM"), Socrates Acquisition Corp. and Red Hat, common shares of Red Hat were disposed of for cash consideration of $190.00 per share. |
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-07-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-07-09 · Disposition to issuer · Disposed 219 · Balance 0 F2: Each deferred stock unit represents a right to receive one share of Red Hat common stock. F3: All Deferred Stock Units (DSUs) were canceled pursuant to the merger agreement for cash consideration of $190.00 per unit. F4: The DSUs were fully vested and by their terms would ordinarily have been settled in shares of Red Hat common stock upon termination of the Reporting Person's Board of Director service. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated as of October 28, 2018, by and among International Business Machines Corporation ("IBM"), Socrates Acquisition Corp. and Red Hat, common shares of Red Hat were disposed of for cash consideration of $190.00 per share.
F2: Each deferred stock unit represents a right to receive one share of Red Hat common stock.
F3: All Deferred Stock Units (DSUs) were canceled pursuant to the merger agreement for cash consideration of $190.00 per unit.
F4: The DSUs were fully vested and by their terms would ordinarily have been settled in shares of Red Hat common stock upon termination of the Reporting Person's Board of Director service.
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 |
|---|---|---|---|---|---|---|
| May 01, 2018 Filed May 2, 2018 18:59 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,604 | $51.86 | $135,043.44 |
DisclosureSEC source: 0001225208-18-008495 · doc4.xml · derivative · entry 1 ZOLLAR ALFRED W · CIK 0001196985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,460.4343 Underlying: Common Stock · 2,604 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the Equity Compensation Plan For Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:43 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 3,089 | $43.71 | $135,020.19 |
DisclosureSEC source: 0001225208-17-009060 · doc4.xml · derivative · entry 1 ZOLLAR ALFRED W · CIK 0001196985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,110.2205 Underlying: Common Stock · 3,089 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the Equity Compensation Plan For Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Includes accrued dividend equivalent unit reinvestment, including amounts previously accrued but not reflected in the total shown in previous filings. 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.