Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cboe Global Markets, Inc.CBOE · Entity 3134 | EVP, GLOBAL DERIVATIVES | July 15, 2025 | July 17, 2025 |
| JONES LANG LASALLE INCJLL · Entity 3326 | Director | October 01, 2025 | October 01, 2025 |
| S&P Global Inc.SPGI · Entity 2879 | CEO, S&P Dow Jones Indices | May 01, 2026 | May 04, 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.
Cboe Global Markets, Inc.
Report date July 15, 2025 · Filed July 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 627 |
Reported balance
After 2025-07-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-07-15 · Grant · Acquired 627 · Balance 627 F1: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock. F2: The restricted stock units vest in three equal annual installments on February 19, 2026, February 19, 2027, and February 19, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock.
F2: The restricted stock units vest in three equal annual installments on February 19, 2026, February 19, 2027, and February 19, 2028.
JONES LANG LASALLE INC
Report date October 01, 2025 · Filed October 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 993 |
Reported balance
After 2025-10-01 transaction · row 1
1 source rowRow 1 · 2025-10-01 · Grant · Acquired 48 · Balance 993 F1: Represents shares elected to receive in lieu of annual cash retainer payable quarterly in advance for the fourth quarter of the fiscal year 2025, in accordance with prior election under the non-executive director compensation program. The receipt of these shares has been deferred pursuant to the Jones Lang LaSalle Inc Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares elected to receive in lieu of annual cash retainer payable quarterly in advance for the fourth quarter of the fiscal year 2025, in accordance with prior election under the non-executive director compensation program. The receipt of these shares has been deferred pursuant to the Jones Lang LaSalle Inc Deferred Compensation Plan.
S&P Global Inc.
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,500 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Purchase · Acquired 2,500 · Balance 2,500 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,325 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,325 F1: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F2: As previously reported, the reporting person was granted 1,325 restricted stock units on 03/01/2026, subject to 3-year vesting. The restricted stock units will vest 33% on 03/01/2027, 33% on 03/01/2028 and 34% on 03/01/2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 857 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 857 F1: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F3: As previously reported, the reporting person was granted 857 restricted stock units on 03/01/2026, subject to 3-year vesting. The restricted stock units will vest 33% on 03/01/2027, 33% on 03/01/2028 and 34% on 03/01/2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock.
F2: As previously reported, the reporting person was granted 1,325 restricted stock units on 03/01/2026, subject to 3-year vesting. The restricted stock units will vest 33% on 03/01/2027, 33% on 03/01/2028 and 34% on 03/01/2029.
F3: As previously reported, the reporting person was granted 857 restricted stock units on 03/01/2026, subject to 3-year vesting. The restricted stock units will vest 33% on 03/01/2027, 33% on 03/01/2028 and 34% on 03/01/2029.
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 |
|---|---|---|---|---|---|---|
| February 19, 2023 Filed Feb 22, 2023 22:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantRestricted Stock Units · Derivative | 2,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003009 · form4-02222023_100230.xml · derivative · entry 10 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,587 Underlying: Common Stock · 2,587 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock. F5 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on February 19, 2024. F5 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on February 19, 2024. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionRestricted Stock Units · Derivative | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003009 · form4-02222023_100230.xml · derivative · entry 9 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,514 Underlying: Common Stock · 757 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments, which began on February 19, 2023. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionRestricted Stock Units · Derivative | 1,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003009 · form4-02222023_100230.xml · derivative · entry 8 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,023 Underlying: Common Stock · 1,023 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments, which began on February 19, 2022. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionRestricted Stock Units · Derivative | 690 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003009 · form4-02222023_100230.xml · derivative · entry 7 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 690 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments, which began on February 19, 2021. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Tax withholdingCommon Stock | 222 | $129.09 | $28,657.98 |
DisclosureSEC source: 0001415889-23-003009 · form4-02222023_100230.xml · nonDerivative · entry 6 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,172 Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionCommon Stock | 757 | $129.09 | $97,721.13 |
DisclosureSEC source: 0001415889-23-003009 · form4-02222023_100230.xml · nonDerivative · entry 5 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,394 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. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Tax withholdingCommon Stock | 307 | $129.09 | $39,630.63 |
DisclosureSEC source: 0001415889-23-003009 · form4-02222023_100230.xml · nonDerivative · entry 4 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,637 Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionCommon Stock | 1,023 | $129.09 | $132,059.07 |
DisclosureSEC source: 0001415889-23-003009 · form4-02222023_100230.xml · nonDerivative · entry 3 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,944 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. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Tax withholdingCommon Stock | 239 | $129.09 | $30,852.51 |
DisclosureSEC source: 0001415889-23-003009 · form4-02222023_100230.xml · nonDerivative · entry 2 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,921 Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionCommon Stock | 690 | $129.09 | $89,072.10 |
DisclosureSEC source: 0001415889-23-003009 · form4-02222023_100230.xml · nonDerivative · entry 1 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,160 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. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 20:38 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | SaleCommon Stock | 1,182 | $124.28 | $146,898.96 |
DisclosureSEC source: 0001415889-22-009503 · form4-09092022_010936.xml · nonDerivative · entry 1 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,470 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.18 to $124.49. The reporting person undertakes to provide to Cboe Global Markets, Inc., any security holder of Cboe Global Markets, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| May 13, 2022 Filed May 17, 2022 20:09 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionRestricted Stock Units · Derivative | 484 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005135 · form4-05172022_010543.xml · derivative · entry 3 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968 Underlying: Common Stock · 484 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments, which began on May 13, 2022. Read SEC document |
| May 13, 2022 Filed May 17, 2022 20:09 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Tax withholdingCommon Stock | 142 | $109.38 | $15,531.96 |
DisclosureSEC source: 0001415889-22-005135 · form4-05172022_010543.xml · nonDerivative · entry 2 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,652 Read SEC document |
| May 13, 2022 Filed May 17, 2022 20:09 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionCommon Stock | 484 | $109.38 | $52,939.92 |
DisclosureSEC source: 0001415889-22-005135 · form4-05172022_010543.xml · nonDerivative · entry 1 Clay Catherine R · CIK 0001853497 · EVP, DATA AND ACCESS SOLUTIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,794 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. Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantRestricted Stock Units · Derivative | 2,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001553 · edgar.xml · derivative · entry 10 Clay Catherine R · CIK 0001853497 · EVP, Data and Access Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,271 Underlying: Common Stock · 2,271 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock. F5 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on February 19, 2023. F5 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on February 19, 2023. Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionRestricted Stock Units · Derivative | 1,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001553 · edgar.xml · derivative · entry 9 Clay Catherine R · CIK 0001853497 · EVP, Data and Access Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,046 Underlying: Common Stock · 1,023 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments, which began on February 19, 2022. Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionRestricted Stock Units · Derivative | 689 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001553 · edgar.xml · derivative · entry 8 Clay Catherine R · CIK 0001853497 · EVP, Data and Access Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690 Underlying: Common Stock · 689 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments, which began on February 19, 2021. Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionRestricted Stock Units · Derivative | 878 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001553 · edgar.xml · derivative · entry 7 Clay Catherine R · CIK 0001853497 · EVP, Data and Access Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 878 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments, which began on February 19, 2020. Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Tax withholdingCommon Stock | 300 | $118.81 | $35,643.00 |
DisclosureSEC source: 0001179110-22-001553 · edgar.xml · nonDerivative · entry 6 Clay Catherine R · CIK 0001853497 · EVP, Data and Access Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,310 Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionCommon Stock | 1,023 | $118.81 | $121,542.63 |
DisclosureSEC source: 0001179110-22-001553 · edgar.xml · nonDerivative · entry 5 Clay Catherine R · CIK 0001853497 · EVP, Data and Access Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,610 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. Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Tax withholdingCommon Stock | 199 | $118.81 | $23,643.19 |
DisclosureSEC source: 0001179110-22-001553 · edgar.xml · nonDerivative · entry 4 Clay Catherine R · CIK 0001853497 · EVP, Data and Access Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,587 Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionCommon Stock | 689 | $118.81 | $81,860.09 |
DisclosureSEC source: 0001179110-22-001553 · edgar.xml · nonDerivative · entry 3 Clay Catherine R · CIK 0001853497 · EVP, Data and Access Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,786 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. Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Tax withholdingCommon Stock | 301 | $118.81 | $35,761.81 |
DisclosureSEC source: 0001179110-22-001553 · edgar.xml · nonDerivative · entry 2 Clay Catherine R · CIK 0001853497 · EVP, Data and Access Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,097 Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | Exercise / conversionCommon Stock | 878 | $118.81 | $104,315.18 |
DisclosureSEC source: 0001179110-22-001553 · edgar.xml · nonDerivative · entry 1 Clay Catherine R · CIK 0001853497 · EVP, Data and Access Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,398 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. Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:23 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantRestricted Stock Units · Derivative | 1,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005412 · edgar.xml · derivative · entry 1 Clay Catherine R · CIK 0001853497 · EVP, Data and Access Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,452 Underlying: Common Stock · 1,452 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on May 13, 2022. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on May 13, 2022. 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.