Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTRIA GROUP, INC.MO · Entity 188 | Director | February 13, 2026 | February 18, 2026 |
| BRC Inc.BRCC · Entity 6663 | Director | May 05, 2023 | May 09, 2023 |
| LAUREATE EDUCATION, INC.LAUR · Entity 1751 | Director | September 30, 2026 | October 03, 2026 |
| MARRIOTT INTERNATIONAL INC /MD/MAR · Entity 2933 | Director | December 06, 2022 | December 07, 2022 |
| Snow Rothschild Acquisition Corp.ISNR · Entity 6023 | Director | June 08, 2026 | June 08, 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.
ALTRIA GROUP, INC.
Report date February 13, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,471 |
Reported balance
After 2026-02-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-13 · Exercise / conversion · Disposed 2,078 · Balance 12,471 F2: Phantom stock units convert to the cash value of the issuer's common stock on a 1-for-1 basis. F3: These share equivalents are being settled in cash pursuant to the Deferred Fee Plan for Non-Employee Directors, as elected by the participant in 2008. F5: The average of the high and low price of Altria Group, Inc. common stock on February 13, 2026. F4: The participant will receive distributions of phantom stock units in cash either prior to or following termination of service as a member of the issuer's board of directors, as elected by the participant. F6: Share equivalents held in the Deferred Fee Plan for Non-Employee Directors. |
| Common StockSEC Table I · non-derivative | Direct | 123,030 |
Reported balance
Holding disclosure · report date 2026-02-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 123,030 F1: Includes 7,714 deferred shares held in the Stock Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 7,714 deferred shares held in the Stock Compensation Plan for Non-Employee Directors.
F2: Phantom stock units convert to the cash value of the issuer's common stock on a 1-for-1 basis.
F3: These share equivalents are being settled in cash pursuant to the Deferred Fee Plan for Non-Employee Directors, as elected by the participant in 2008.
F4: The participant will receive distributions of phantom stock units in cash either prior to or following termination of service as a member of the issuer's board of directors, as elected by the participant.
F5: The average of the high and low price of Altria Group, Inc. common stock on February 13, 2026.
F6: Share equivalents held in the Deferred Fee Plan for Non-Employee Directors.
BRC Inc.
Report date May 05, 2023 · Filed May 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 70,226 |
Reported balance
After 2023-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-05 · Grant · Acquired 37,361 · Balance 70,226 F1: Represents awards of restricted stock units under the 2022 Omnibus Incentive Plan of BRC Inc. in the form of (i) 23,234 restricted stock units that vest on the first anniversary of the grant date and (ii) 14,127 restricted stock units that vest in equal quarterly installments until the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon settlement for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents awards of restricted stock units under the 2022 Omnibus Incentive Plan of BRC Inc. in the form of (i) 23,234 restricted stock units that vest on the first anniversary of the grant date and (ii) 14,127 restricted stock units that vest in equal quarterly installments until the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon settlement for no consideration.
LAUREATE EDUCATION, INC.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 123,119 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 556 · Balance 123,119 F1: Reflects a grant of restricted stock units ("RSUs") in connection with the Reporting Person's elections to receive stock in lieu of cash compensation and to defer such RSUs pursuant to Laureate's directors deferral plan. The deferred RSUs, which are fully vested upon grant, will settle in shares of Laureate common stock in equal annual installments on January 15, 2031, January 15, 2032 and January 14, 2033. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") in connection with the Reporting Person's elections to receive stock in lieu of cash compensation and to defer such RSUs pursuant to Laureate's directors deferral plan. The deferred RSUs, which are fully vested upon grant, will settle in shares of Laureate common stock in equal annual installments on January 15, 2031, January 15, 2032 and January 14, 2033.
MARRIOTT INTERNATIONAL INC /MD/
Report date December 06, 2022 · Filed December 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 95 |
Reported balance
After 2022-12-06 transaction · row 1
1 source rowRow 1 · 2022-12-06 · Gift · Disposed 2,020 · Balance 95 |
| Class A Common Stock-Dir. Def. Stock Comp Plan-1SEC Table I · non-derivative | Direct | 48,675 |
Reported balance
Holding disclosure · report date 2022-12-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 48,675 |
Snow Rothschild Acquisition Corp.
Report date June 08, 2026 · Filed June 08, 2026
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ANIXTER INTERNATIONAL INC
Report date June 22, 2020 · Filed June 23, 2020
Section 16 reporting ended · disclosed 2020-06-23. 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 2020-06-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-06-22 · Disposition to issuer · Disposed 49,583.524 · Balance 0 F1: On June 22, 2020, Anixter International, Inc. (the "Issuer") was acquired by WESCO International, Inc. ("WESCO") pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 10, 2020, by and among the Issuer, WESCO and Warrior Merger Sub, Inc., a wholly owned subsidiary of WESCO (the "Merger"). F2: Includes 26,016 restricted common stock units. F3: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock (subject to limited exceptions) converted into the right to receive (i) $72.82 in cash, without interest, as adjusted pursuant to the Merger Agreement (the "Cash Consideration"), (ii) 0.2397 shares of common stock of WESCO (the "Common Stock Consideration") and (iii) 0.6356 depositary shares (the "Preferred Stock Consideration"), each representing a 1/1,000th interest in a share of newly issued fixed-rate reset cumulative perpetual WESCO preferred stock, Series A, $25,000 stated amount per whole preferred share (the "WESCO Series A Preferred Stock" and, collectively with the Cash Consideration and the Common Stock Consideration, the "Merger Consideration"). F4: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted common stock unit granted prior to January 10, 2020 became fully vested (in the case of any performance-based restricted stock units, with the level of achievement of performance-based vesting criteria measured in accordance with the terms of the applicable award agreement) and was cancelled in exchange for the right to receive, in consideration of and in full settlement thereof, in respect of each share of Issuer common stock underlying such award, a cash payment (without interest) equal to the value of the Merger Consideration. Each outstanding restricted common stock unit granted on or after January 10, 2020 was converted into a cash-settled WESCO phantom stock unit. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 22, 2020, Anixter International, Inc. (the "Issuer") was acquired by WESCO International, Inc. ("WESCO") pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 10, 2020, by and among the Issuer, WESCO and Warrior Merger Sub, Inc., a wholly owned subsidiary of WESCO (the "Merger").
F2: Includes 26,016 restricted common stock units.
F3: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock (subject to limited exceptions) converted into the right to receive (i) $72.82 in cash, without interest, as adjusted pursuant to the Merger Agreement (the "Cash Consideration"), (ii) 0.2397 shares of common stock of WESCO (the "Common Stock Consideration") and (iii) 0.6356 depositary shares (the "Preferred Stock Consideration"), each representing a 1/1,000th interest in a share of newly issued fixed-rate reset cumulative perpetual WESCO preferred stock, Series A, $25,000 stated amount per whole preferred share (the "WESCO Series A Preferred Stock" and, collectively with the Cash Consideration and the Common Stock Consideration, the "Merger Consideration").
F4: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted common stock unit granted prior to January 10, 2020 became fully vested (in the case of any performance-based restricted stock units, with the level of achievement of performance-based vesting criteria measured in accordance with the terms of the applicable award agreement) and was cancelled in exchange for the right to receive, in consideration of and in full settlement thereof, in respect of each share of Issuer common stock underlying such award, a cash payment (without interest) equal to the value of the Merger Consideration. Each outstanding restricted common stock unit granted on or after January 10, 2020 was converted into a cash-settled WESCO phantom stock unit.
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 |
|---|---|---|---|---|---|---|
| March 31, 2005 Filed May 2, 2005 17:55 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherPhantom Stock Units · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-05-000048 · doc4.xml · derivative · entry 2 MUNOZ GEORGE · CIK 0001238129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153 Underlying: Common Stock · 0 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units convert to common stock on a 1-for-1 basis. F3 · shares: No share equivalents acquired or disposed. F4 · derivative.exercise_date: These units are to be settled in cash upon the reporting person's termination as a member of the issuer's board of directors. F4 · derivative.expiration_date: These units are to be settled in cash upon the reporting person's termination as a member of the issuer's board of directors. F5 · balance_after: These shares were acquired under the deferred fee program of the Altria 1992 Compensation Plan for Non-Employee Directors. Read SEC document |
| January 27, 2005 Filed Jan 31, 2005 16:19 UTC | ALTRIA GROUP, INC. MO · Entity 188 | PurchaseCommon Stock | 1,000 | $62.80 | $62,800.00 |
DisclosureSEC source: 0000764180-05-000020 · doc4.xml · nonDerivative · entry 1 MUNOZ GEORGE · CIK 0001238129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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.