Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Compass Digital Acquisition Corp.CDAQU · Entity 88726 | Director | October 14, 2021 | October 15, 2021 |
| MARSH & MCLENNAN COMPANIES, INC.MRSH · Entity 1501 | Director | August 14, 2026 | August 18, 2026 |
| UNION PACIFIC CORPUNP · Entity 2854 | Director | October 01, 2026 | October 02, 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.
Compass Digital Acquisition Corp.
Report date October 14, 2021 · Filed October 15, 2021
This filing explicitly reported no securities owned.
MARSH & MCLENNAN COMPANIES, INC.
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stk. Units-Dir. Stk. PlanSEC Table II · derivative / convertible security | Direct | 21,526.64 |
Reported balance
After 2026-08-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-14 · Other · Acquired 112.08 · Balance 21,526.64 F1: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.
F2: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.
F3: Not applicable.
UNION PACIFIC CORP
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 13,231 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 229 · Balance 13,231 F1: Distribution ratio for Phantom Stock Units is 1:1. F2: Phantom Stock Units are payable in cash only commencing at retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution ratio for Phantom Stock Units is 1:1.
F2: Phantom Stock Units are payable in cash only commencing at retirement.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bridge Investment Group Holdings Inc.
Report date September 02, 2025 · Filed September 02, 2025
Section 16 reporting ended · disclosed 2025-09-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-09-02 transaction · row 1
1 source rowRow 1 · 2025-09-02 · Disposition to issuer · Disposed 58,512 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 23, 2025, the Issuer and Bridge Investment Group Holdings LLC became wholly owned subsidiaries (the "Mergers") of Apollo Global Management, Inc. ("Parent"). At the effective time of the Mergers (the "Effective Time"), among other transactions, (i) each share of Class A Common Stock issued and outstanding immediately prior to the Effective Time, excluding certain Class A Common Stock as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.07081 per share, (cont. in FN 2) F2: (cont. from FN 1) (ii) each share of Class B Common Stock issued and outstanding immediately prior to the Effective Time, excluding certain Class B Common Stock as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.00006 per share, (iii) each restricted stock award of the Issuer outstanding and unvested as of immediately prior to the Effective Time was converted into an award of restricted shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such restricted stock award of the Issuer immediately prior to the Effective Time, (cont. in FN 3) F3: (cont. from FN 2) (iv) each restricted stock unit of the Issuer outstanding and unvested as of immediately prior to the Effective Time was converted into a number of restricted stock units of Parent with respect to shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such restricted stock unit of the Issuer immediately prior to the Effective Time and (v) each Class A Unit issued and outstanding immediately prior to the Effective Time, excluding certain Class A Units as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such Class A Unit immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 23, 2025, the Issuer and Bridge Investment Group Holdings LLC became wholly owned subsidiaries (the "Mergers") of Apollo Global Management, Inc. ("Parent"). At the effective time of the Mergers (the "Effective Time"), among other transactions, (i) each share of Class A Common Stock issued and outstanding immediately prior to the Effective Time, excluding certain Class A Common Stock as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.07081 per share, (cont. in FN 2)
F2: (cont. from FN 1) (ii) each share of Class B Common Stock issued and outstanding immediately prior to the Effective Time, excluding certain Class B Common Stock as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.00006 per share, (iii) each restricted stock award of the Issuer outstanding and unvested as of immediately prior to the Effective Time was converted into an award of restricted shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such restricted stock award of the Issuer immediately prior to the Effective Time, (cont. in FN 3)
F3: (cont. from FN 2) (iv) each restricted stock unit of the Issuer outstanding and unvested as of immediately prior to the Effective Time was converted into a number of restricted stock units of Parent with respect to shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such restricted stock unit of the Issuer immediately prior to the Effective Time and (v) each Class A Unit issued and outstanding immediately prior to the Effective Time, excluding certain Class A Units as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such Class A Unit immediately prior to the Effective Time.
VIRTUSA CORP
Report date February 11, 2021 · Filed February 11, 2021
Section 16 reporting ended · disclosed 2021-02-11. 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 2021-02-11 transaction · row 1
1 source rowRow 1 · 2021-02-11 · Disposition to issuer · Disposed 9,690 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of September 9, 2020 (the "Merger Agreement"), by and among Austin HoldCo Inc., Austin BidCo Inc. ("Sub"), and the Issuer, pursuant to which Sub merged with and into the Issuer (the "Merger") effective as of February 11, 2021 (the "Effective Time"). At the Effective Time, each issued and outstanding share of common stock of the Issuer and each unvested restricted stock unit held by the reporting person was cancelled and converted into the right to receive $51.35 in cash without interest and net of any withholding of taxes thereon. F2: Includes 6,274 unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of September 9, 2020 (the "Merger Agreement"), by and among Austin HoldCo Inc., Austin BidCo Inc. ("Sub"), and the Issuer, pursuant to which Sub merged with and into the Issuer (the "Merger") effective as of February 11, 2021 (the "Effective Time"). At the Effective Time, each issued and outstanding share of common stock of the Issuer and each unvested restricted stock unit held by the reporting person was cancelled and converted into the right to receive $51.35 in cash without interest and net of any withholding of taxes thereon.
F2: Includes 6,274 unvested restricted 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 |
|---|---|---|---|---|---|---|
| May 15, 2018 Filed May 16, 2018 20:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 14.36 | $81.50 | $1,170.34 |
DisclosureSEC source: 0001127602-18-017682 · form4.xml · derivative · entry 2 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,472.3 Underlying: Common Stock · 14.36 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| May 15, 2018 Filed May 16, 2018 20:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 337.42 | $81.50 | $27,499.73 |
DisclosureSEC source: 0001127602-18-017682 · form4.xml · derivative · entry 1 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,457.94 Underlying: Common Stock · 337.42 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 19:41 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 481 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-18-000104 · edgardoc.xml · derivative · entry 1 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,662 Underlying: Common Stock · 481 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 12.74 | $81.56 | $1,039.07 |
DisclosureSEC source: 0001127602-18-007177 · form4.xml · derivative · entry 2 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,120.52 Underlying: Common Stock · 12.74 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 337.18 | $81.56 | $27,500.40 |
DisclosureSEC source: 0001127602-18-007177 · form4.xml · derivative · entry 1 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,107.78 Underlying: Common Stock · 337.18 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 20:32 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 469 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-18-000009 · edgardoc.xml · derivative · entry 1 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,181 Underlying: Common Stock · 469 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 10.93 | $83.33 | $910.80 |
DisclosureSEC source: 0001127602-17-032613 · form4.xml · derivative · entry 2 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,770.6 Underlying: Common Stock · 10.93 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 330.01 | $83.33 | $27,499.73 |
DisclosureSEC source: 0001127602-17-032613 · form4.xml · derivative · entry 1 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,759.67 Underlying: Common Stock · 330.01 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 16:21 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 549 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-17-000215 · edgardoc.xml · derivative · entry 1 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,712 Underlying: Common Stock · 549 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 20:31 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 9.97 | $77.66 | $774.27 |
DisclosureSEC source: 0001127602-17-025786 · form4.xml · derivative · entry 2 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,429.66 Underlying: Common Stock · 9.97 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 20:31 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 354.11 | $77.66 | $27,500.18 |
DisclosureSEC source: 0001127602-17-025786 · form4.xml · derivative · entry 1 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,419.69 Underlying: Common Stock · 354.11 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 17:24 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 573 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-17-000144 · edgardoc.xml · derivative · entry 1 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,163 Underlying: Common Stock · 573 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 20:31 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 2,065.58 | $77.46 | $159,999.83 |
DisclosureSEC source: 0001127602-17-020336 · form4.xml · derivative · entry 1 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,065.58 Underlying: Common Stock · 2,065.58 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Annual stock award of 2,065.58 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. The reporting person elected to defer receipt of all of these shares. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 14:58 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 590 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-17-000087 · edgardoc.xml · derivative · entry 1 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 590 Underlying: Common Stock · 590 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 00:09 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-17-000005 · edgardoc.xml · nonDerivative · entry 1 HOPKINS DEBORAH C · CIK 0001127293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · security: Award of stock pursuant to Union Pacific Corporation 2000 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.