Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| METLIFE INCMET · Entity 488 | Director | October 01, 2026 | October 05, 2026 |
| VERTEX PHARMACEUTICALS INC / MAVRTX · Entity 2875 | Director | May 01, 2026 | May 05, 2026 |
| agilon health, inc.AGL · Entity 4698 | Director | June 02, 2026 | June 05, 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.
METLIFE INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,929 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 544 · Balance 25,929 F1: MetLife, Inc.'s non-management director compensation arrangements pay a portion of non-management director retainer fees in MetLife, Inc. common stock. The director elected to defer receipt of these shares under the MetLife Deferred Compensation Plan for Non-Management Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: MetLife, Inc.'s non-management director compensation arrangements pay a portion of non-management director retainer fees in MetLife, Inc. common stock. The director elected to defer receipt of these shares under the MetLife Deferred Compensation Plan for Non-Management Directors.
VERTEX PHARMACEUTICALS INC / MA
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,378 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-01 · Grant · Acquired 943 · Balance 3,174 F1: Restricted stock unit award that vests, subject to certain limited exceptions, on the first anniversary of the grant date. Row 2 · 2026-05-01 · Disposition to issuer · Disposed 796 · Balance 2,378 F2: Upon the vesting of restricted stock units granted to Ms. McKenzie on May 1, 2025, Ms. McKenzie deferred the receipt of 796 shares of common stock and received instead 796 deferred stock units pursuant to our deferred compensation plan. As a result, Ms. McKenzie is reporting the disposition of 796 shares of common stock in exchange for an equal number of deferred stock units. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,787.483 |
Reported balance
After 2026-05-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-01 · Grant · Acquired 796 · Balance 7,787.483 F3: Each deferred stock unit represents one share of common stock and is paid out in common stock upon the earliest to occur of (i) termination of Ms. McKenzie's service on our board of directors, (ii) a change of control of our company and (iii) Ms. McKenzie's disability or death. F2: Upon the vesting of restricted stock units granted to Ms. McKenzie on May 1, 2025, Ms. McKenzie deferred the receipt of 796 shares of common stock and received instead 796 deferred stock units pursuant to our deferred compensation plan. As a result, Ms. McKenzie is reporting the disposition of 796 shares of common stock in exchange for an equal number of deferred stock units. |
| Common StockSEC Table I · non-derivative | IndirectHeld in Trust | 207 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 207 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award that vests, subject to certain limited exceptions, on the first anniversary of the grant date.
F2: Upon the vesting of restricted stock units granted to Ms. McKenzie on May 1, 2025, Ms. McKenzie deferred the receipt of 796 shares of common stock and received instead 796 deferred stock units pursuant to our deferred compensation plan. As a result, Ms. McKenzie is reporting the disposition of 796 shares of common stock in exchange for an equal number of deferred stock units.
F3: Each deferred stock unit represents one share of common stock and is paid out in common stock upon the earliest to occur of (i) termination of Ms. McKenzie's service on our board of directors, (ii) a change of control of our company and (iii) Ms. McKenzie's disability or death.
agilon health, inc.
Report date June 02, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,633 |
Reported balance
After 2026-06-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 2,133 · Balance 7,633 F1: Restricted stock units that vest in full on June 2, 2027, subject to continued service as a director. F2: The amount of securities beneficially owned following the reported transaction reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026. F3: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units that vest in full on June 2, 2027, subject to continued service as a director.
F2: The amount of securities beneficially owned following the reported transaction reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026.
F3: Includes restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Change Healthcare Inc.
Report date October 03, 2022 · Filed October 05, 2022
Section 16 reporting ended · disclosed 2022-10-05. 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 2022-10-03 transaction · row 1
1 source rowRow 1 · 2022-10-03 · Disposition to issuer · Disposed 40,706 · Balance 0 F1: On October 3, 2022, UnitedHealth Group Incorporated ("UnitedHealth Group") acquired Change Healthcare Inc. (the "Issuer") pursuant to that certain Agreement and Plan of Merger dated as of January 5, 2021 (the "Merger Agreement") by and among the Issuer, UnitedHealth Group and Cambridge Merger Sub Inc., a wholly owned subsidiary of UnitedHealth Group ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of UnitedHealth Group. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.001 per share, of the Issuer (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $25.75 per share in cash, without interest and less any applicable holding tax. F2: At the Effective Time of the Merger, all deferred stock units of the Issuer automatically vested and were automatically converted into UnitedHealth Group deferred stock units calculated by taking the merger consideration of $25.75 per share of Common Stock and dividing it by the volume weighted average of the closing sale prices per share of UnitedHealth Group common stock on each of the five full consecutive trading days ending on and including the third business day prior to the Merger closing date and continue to be subject to the same terms and conditions (including settlement terms) as were applicable to the Issuer deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 3, 2022, UnitedHealth Group Incorporated ("UnitedHealth Group") acquired Change Healthcare Inc. (the "Issuer") pursuant to that certain Agreement and Plan of Merger dated as of January 5, 2021 (the "Merger Agreement") by and among the Issuer, UnitedHealth Group and Cambridge Merger Sub Inc., a wholly owned subsidiary of UnitedHealth Group ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of UnitedHealth Group. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.001 per share, of the Issuer (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $25.75 per share in cash, without interest and less any applicable holding tax.
F2: At the Effective Time of the Merger, all deferred stock units of the Issuer automatically vested and were automatically converted into UnitedHealth Group deferred stock units calculated by taking the merger consideration of $25.75 per share of Common Stock and dividing it by the volume weighted average of the closing sale prices per share of UnitedHealth Group common stock on each of the five full consecutive trading days ending on and including the third business day prior to the Merger closing date and continue to be subject to the same terms and conditions (including settlement terms) as were applicable to the Issuer deferred 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 |
|---|---|---|---|---|---|---|
| December 13, 2019 Filed Dec 17, 2019 22:10 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 33 | $50.38 | $1,662.54 |
DisclosureSEC source: 0001099219-19-000267 · wf-form4_157662060261576.xml · nonDerivative · entry 1 MCKENZIE DIANA · CIK 0001754648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,852 F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. 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 |
| October 01, 2019 Filed Oct 3, 2019 20:49 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 815 | $46.03 | $37,514.45 |
DisclosureSEC source: 0001099219-19-000214 · wf-form4_157013572245101.xml · nonDerivative · entry 1 MCKENZIE DIANA · CIK 0001754648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,819 F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specific period of time. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 21:04 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 27 | $48.37 | $1,305.99 |
DisclosureSEC source: 0001099219-19-000181 · wf-form4_156875425242360.xml · nonDerivative · entry 1 MCKENZIE DIANA · CIK 0001754648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,004 F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. 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 |
| August 20, 2019 Filed Aug 22, 2019 21:20 UTC | Change Healthcare Inc. CHNG · Entity 15437 | GrantCommon Stock | 11,426 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-022305 · doc4.xml · nonDerivative · entry 1 MCKENZIE DIANA · CIK 0001754648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,426 F1 · shares: Represents the grant of deferred stock units that vests on August 1, 2020. The shares subject to the units will be issued to the Reporting Person after the Reporting Person's separation from service from the Issuer. Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 20:54 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 770 | $48.71 | $37,506.70 |
DisclosureSEC source: 0001099219-19-000125 · wf-form4_156106404796349.xml · nonDerivative · entry 1 MCKENZIE DIANA · CIK 0001754648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,977 F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specific period of time. Read SEC document |
| June 13, 2019 Filed Jun 17, 2019 23:07 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 20 | $48.51 | $970.20 |
DisclosureSEC source: 0001099219-19-000084 · wf-form4_156081286374057.xml · nonDerivative · entry 1 MCKENZIE DIANA · CIK 0001754648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,207 F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. 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 |
| April 01, 2019 Filed Apr 2, 2019 20:43 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 850 | $44.13 | $37,510.50 |
DisclosureSEC source: 0001209191-19-022578 · doc4.xml · nonDerivative · entry 1 MCKENZIE DIANA · CIK 0001754648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,187 F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specific period of time. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 20:47 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 12 | $44.70 | $536.40 |
DisclosureSEC source: 0001209191-19-019487 · doc4.xml · nonDerivative · entry 1 MCKENZIE DIANA · CIK 0001754648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,337 F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. 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 |
| January 02, 2019 Filed Jan 4, 2019 21:44 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 900 | $41.67 | $37,503.00 |
DisclosureSEC source: 0001209191-19-002021 · doc4.xml · nonDerivative · entry 1 MCKENZIE DIANA · CIK 0001754648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,324.4636 F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specific period of time. Read SEC document |
| December 13, 2018 Filed Dec 14, 2018 21:31 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 4.4636 | $39.52 | $176.40 |
DisclosureSEC source: 0001209191-18-062732 · doc4.xml · nonDerivative · entry 1 MCKENZIE DIANA · CIK 0001754648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424.4636 F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. 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 |
| November 01, 2018 Filed Nov 2, 2018 20:33 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 420 | $41.94 | $17,614.80 |
DisclosureSEC source: 0001209191-18-056938 · doc4.xml · nonDerivative · entry 1 MCKENZIE DIANA · CIK 0001754648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420 F1 · kind: The Reporting Person acquired these Deferred Shares under MetLife, Inc.'s non-management Director compensation arrangements, which provide for 50% of non-management Director retainer fees to be paid in company common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which Directors may elect to defer receipt of such stock for a specific period of time. This is a pro-rata amount for the period from November 1, 2018 to December 31, 2018. 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.