Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Repay Holdings CorpRPAY · Entity 5910 | Director | June 10, 2026 | June 12, 2026 |
| S&P Global Inc.SPGI · Entity 2879 | Director | February 25, 2025 | February 27, 2025 |
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.
Repay Holdings Corp
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 181,751 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 50,295 · Balance 181,751 F1: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement.
S&P Global Inc.
Report date February 25, 2025 · Filed February 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-02-25 transaction · row 1
1 source rowRow 1 · 2025-02-25 · Gift · Disposed 1,300 · Balance 0 F1: Represents a gift of shares to the Thornburgh Family Foundation, a charitable foundation of which the reporting person is a trustee. The reporting person has shared voting and investment power over all securities owned by the foundation. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,411.05 |
Reported balance
Holding disclosure · report date 2025-02-25 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 15,411.05 F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a gift of shares to the Thornburgh Family Foundation, a charitable foundation of which the reporting person is a trustee. The reporting person has shared voting and investment power over all securities owned by the foundation.
F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CapStar Financial Holdings, Inc.
Report date December 31, 2019 · Filed February 14, 2020
Section 16 reporting ended · disclosed 2020-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,159 |
Reported balance
After 2019-12-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-12-05 · Other · Acquired 3,000 · Balance 19,159 F1: Upon Mr. Thornburgh's resignation from the issuer's Board of Directors effective as of December 15, 2019, the issuer's Compensation and Human Resources Committee approved the immediate vesting of all shares of restricted common stock owned by Mr. Thornburgh as of such date. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2020-01-20 | Direct | 0 |
Reported balance
After 2019-12-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-05 · Other · Disposed 3,000 · Balance 0 F2: These options vested in four equal annual installments beginning one year after the January 20, 2010 grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon Mr. Thornburgh's resignation from the issuer's Board of Directors effective as of December 15, 2019, the issuer's Compensation and Human Resources Committee approved the immediate vesting of all shares of restricted common stock owned by Mr. Thornburgh as of such date.
F2: These options vested in four equal annual installments beginning one year after the January 20, 2010 grant date.
NewStar Financial, Inc.
Report date December 22, 2017 · Filed December 22, 2017
Section 16 reporting ended · disclosed 2017-12-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-12-22 transaction · row 1
1 source rowRow 1 · 2017-12-22 · Disposition to issuer · Disposed 154,293 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger among the Issuer, First Eagle Holdings, Inc., FE Holdco, LLC, and FE Merger Sub, Inc., each share is being cancelled in exchange for (1) $11.44 in cash payment and (ii) one contingent value right. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger among the Issuer, First Eagle Holdings, Inc., FE Holdco, LLC, and FE Merger Sub, Inc., each share is being cancelled in exchange for (1) $11.44 in cash payment and (ii) one contingent value right.
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 |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 12, 2026 17:02 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 50,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001369635-26-000002 · ownership.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,751 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 17:28 UTC | Repay Holdings Corp RPAY · Entity 5910 | SaleClass A Common Stock | 4,500 | $3.50 | $15,750.00 |
DisclosureSEC source: 0001193125-25-288354 · ownership.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,456 F1 · kind: Shares sold to satisfy mandatory liquidation requirements of the reporting person's self-directed 401(k) plan in connection with a rollover. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 17:05 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 34,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086353 · ownership.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,956 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:31 UTC | S&P Global Inc. SPGI · Entity 2879 | GiftCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000064040-25-000061 · wk-form4_1740691889.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents a gift of shares to the Thornburgh Family Foundation, a charitable foundation of which the reporting person is a trustee. The reporting person has shared voting and investment power over all securities owned by the foundation. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:17 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 566.47 | $495.50 Strike: $0.00 | $280,685.89 |
DisclosureSEC source: 0000064040-25-000037 · wk-form4_1736198244.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,411.05 Underlying: Common Stock · 566.47 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2025. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 17:06 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 17,525 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-068104 · ownership.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,956 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:52 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 525.34 | $436.39 Strike: $0.00 | $229,253.12 |
DisclosureSEC source: 0000064040-24-000034 · wk-form4_1704415960.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,844.57 Underlying: Common Stock · 525.34 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2024. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 17:00 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 22,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037961 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,431 F1 · kind: Reflects a grant of restricted stock units that will vest on the one-year anniversary of the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 01:27 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,393.55 | $335.17 Strike: $0.00 | $467,076.15 |
DisclosureSEC source: 0000064040-23-000046 · wf-form4_167296845672090.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,319.23 Underlying: Common Stock · 1,393.55 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/03/2023. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| June 08, 2022 Filed Jun 15, 2022 17:01 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 13,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037026 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,490 F1 · kind: Reflects a grant of restricted stock units that will vest on the one-year anniversary of the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| May 18, 2022 Filed May 20, 2022 08:00 UTC | Repay Holdings Corp RPAY · Entity 5910 | PurchaseClass A Common Stock | 4,500 | $11.31 | $50,895.00 |
DisclosureSEC source: 0001209191-22-030819 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,157 Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 17:03 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 998.09 | $461.10 Strike: $0.00 | $460,219.30 |
DisclosureSEC source: 0000064040-22-000024 · wf-form4_164140219521681.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,925.68 Underlying: Common Stock · 998.09 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/03/2022. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 16:01 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 7,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052739 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,657 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Repay Holdings Corporation (the "Issuer") following the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 00:15 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 575.28 | $333.25 Strike: $0.00 | $191,712.06 |
DisclosureSEC source: 0000064040-21-000047 · wf-form4_160997851103512.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,927.59 Underlying: Common Stock · 575.28 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/04/2021. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 21:00 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 6,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046038 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,986 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Repay Holdings Corporation (the "Issuer") following the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. F2 · ownership.direct: The Reporting Person is a senior adviser of Corsair Capital LLC or one of its affiliates (collectively, "Corsair"). Pursuant to arrangements, a portion of the value of these securities or any disposition of such securities will be applied against certain management fees payable to Corsair pursuant to applicable fund documents. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 17:27 UTC | Repay Holdings Corp RPAY · Entity 5910 | PurchaseClass A Common Stock | 16,600 | $15.53 | $257,798.00 |
DisclosureSEC source: 0001209191-20-020501 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,045 F1 · price: The purchase price indicated is a weighted average purchase price. The corresponding shares were bought in multiple transactions at prices ranging from $15.30 to $15.75 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each price within the range set forth. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 00:31 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 668.25 | $277.84 Strike: $0.00 | $185,666.58 |
DisclosureSEC source: 0000064040-20-000048 · wf-form4_157835709579099.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,352.31 Underlying: Common Stock · 668.25 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2020. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| December 05, 2019 Filed Feb 14, 2020 18:27 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | OtherOption (right to buy) · Derivative | 3,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0000899243-20-004735 · doc5.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2020-01-20 F2 · derivative.exercise_date: These options vested in four equal annual installments beginning one year after the January 20, 2010 grant date. Read SEC document |
| December 05, 2019 Filed Feb 14, 2020 18:27 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | OtherCommon Stock | 3,000 | $10.00 | $30,000.00 |
DisclosureSEC source: 0000899243-20-004735 · doc5.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,159 F1 · balance_after: Upon Mr. Thornburgh's resignation from the issuer's Board of Directors effective as of December 15, 2019, the issuer's Compensation and Human Resources Committee approved the immediate vesting of all shares of restricted common stock owned by Mr. Thornburgh as of such date. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 19:33 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 12,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-19-018828 · ownership.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,445 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. F2 · ownership.direct: The Reporting Person is a senior adviser of Corsair Capital LLC or one of its affiliates ("collectively, "Corsair"). Pursuant to arrangements, a portion of the value of these securities or of any disposition of these securities will be applied against certain management fees payable to Corsair pursuant to applicable fund documents. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 19:45 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 1,454 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-006981 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,454 F1 · security: The reported item represents an award of restricted stock which vests in three approximately equal installments beginning on the first anniversary of the March 6, 2019 grant date. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:52 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,007.47 | $169.85 Strike: $0.00 | $171,118.78 |
DisclosureSEC source: 0000064040-19-000046 · wf-form4_154664591430224.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,684.06 Underlying: Common Stock · 1,007.47 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on January 2, 2019. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 19:30 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | OtherOption (right to buy) · Derivative | 3,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0000899243-18-024695 · doc4.xml · derivative · entry 5 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2020-01-20 F4 · derivative.exercise_date: These options vested in four equal annual installments beginning one year after the January 20, 2010 grant date. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 19:30 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | OtherCommon Stock | 3,000 | $10.00 | $30,000.00 |
DisclosureSEC source: 0000899243-18-024695 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,215 Read SEC document |
| May 23, 2018 Filed May 25, 2018 16:30 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | OtherOption (right to buy) · Derivative | 3,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0000899243-18-014106 · doc4.xml · derivative · entry 5 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2018-11-13 F4 · derivative.exercise_date: These options vested in four equal annual installments beginning one year after the November 13, 2008, grant date. Read SEC document |
| May 23, 2018 Filed May 25, 2018 16:30 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | OtherCommon Stock | 3,000 | $10.00 | $30,000.00 |
DisclosureSEC source: 0000899243-18-014106 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,215 Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 20:26 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 682 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006874 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 682 F1 · security: The reported item represents an award of restricted stock which vests inthree approximately equal installments beginning on the first anniversary of the March 6, 2018 grant date. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:10 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | OtherOption (right to buy) · Derivative | 3,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005941 · doc4.xml · derivative · entry 5 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2018-11-13 F3 · derivative.exercise_date: These options vested in four equal annual installments beginning one year after the November 13, 2008, grant date. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:10 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | OtherCommon Stock | 3,000 | $10.00 | $30,000.00 |
DisclosureSEC source: 0000899243-18-005941 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:12 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,687.58 | $168.12 Strike: $0.00 | $283,715.95 |
DisclosureSEC source: 0000064040-18-000042 · wf-form4_151509672207976.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,676.59 Underlying: Common Stock · 1,687.58 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on January 2, 2018. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| December 22, 2017 Filed Dec 22, 2017 15:08 UTC | NewStar Financial, Inc. NEWS · Entity 170916 | Disposition to issuerCommon Stock, par value $0.01 per share | 154,293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000908662-17-000248 · edgar.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger among the Issuer, First Eagle Holdings, Inc., FE Holdco, LLC, and FE Merger Sub, Inc., each share is being cancelled in exchange for (1) $11.44 in cash payment and (ii) one contingent value right. Read SEC document |
| May 16, 2017 Filed May 18, 2017 16:10 UTC | NewStar Financial, Inc. NEWS · Entity 170916 | GrantCommon Stock | 10,309 | $0.00 | $0.00 |
DisclosureSEC source: 0000908662-17-000109 · edgar.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,293 F1 · shares: The securities reported are shares of restricted stock which will vest in full on the one year anniversary of the grant date. Read SEC document |
| April 27, 2017 Filed May 1, 2017 16:05 UTC | NewStar Financial, Inc. NEWS · Entity 170916 | Exercise / conversionCommon Stock · Derivative | 5,000 | $0.00 Strike: $8.28 | $0.00 |
DisclosureSEC source: 0000908662-17-000097 · edgar.xml · derivative · entry 3 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2017-05-12 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_date: Fully vested Read SEC document |
| April 27, 2017 Filed May 1, 2017 16:05 UTC | NewStar Financial, Inc. NEWS · Entity 170916 | Tax withholdingCommon Stock, par value $0.01 per share | 3,799 | $10.90 | $41,409.10 |
DisclosureSEC source: 0000908662-17-000097 · edgar.xml · nonDerivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,984 Read SEC document |
| April 27, 2017 Filed May 1, 2017 16:05 UTC | NewStar Financial, Inc. NEWS · Entity 170916 | Exercise / conversionCommon Stock, par value $0.01 per share | 5,000 | $8.28 | $41,400.00 |
DisclosureSEC source: 0000908662-17-000097 · edgar.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,783 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 28, 2017 Filed Mar 2, 2017 21:09 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 655 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-006236 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655 F1 · security: The reported item represents an award of restricted stock which vests in three equal installments beginning on the first anniversary of the February 28, 2017, grant date. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 20:35 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,222.1 | $108.39 Strike: $0.00 | $240,853.42 |
DisclosureSEC source: 0001225208-17-000305 · doc4.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,989.01 Underlying: Common Stock · 2,222.1 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Stock Ownership Plan based on the closing price of SPGI common stock on January 3, 2017. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 18:35 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | SaleCommon Stock | 208 | $15.00 | $3,120.00 |
DisclosureSEC source: 0000899243-16-029953 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,368 Read SEC document |
| January 04, 2016 Filed Jan 5, 2016 20:03 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,292.28 | $94.80 Strike: $0.00 | $122,508.14 |
DisclosureSEC source: 0001225208-16-023416 · doc4.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,766.91 Underlying: Common Stock · 1,292.28 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw hill Financial Director Stock Ownership Plan based on the closing price of McGraw Hill Financial common stock on January 4, 2016. F2 · derivative.exercise_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. Read SEC document |
| November 18, 2015 Filed Nov 20, 2015 16:56 UTC | S&P Global Inc. MHFI · Entity 2879 | GiftCommon Stock | 3,300 | $95.53 | $315,249.00 |
DisclosureSEC source: 0001225208-15-021146 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 F1 · kind: Represents a gift of shares to The Thornburgh Family Foundation, of which the reporting person is a trustee. Read SEC document |
| April 30, 2015 Filed May 1, 2015 14:20 UTC | S&P Global Inc. MHFI · Entity 2879 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-010749 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,600 Read SEC document |
| January 05, 2015 Filed Jan 7, 2015 17:19 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,381.29 | $87.09 Strike: $0.00 | $120,296.55 |
DisclosureSEC source: 0001225208-15-000935 · doc4.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,474.63 Underlying: Common Stock · 1,381.29 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw Hill Financial Director Stock Ownership Plan based on the closing price of McGraw Hill Financial common stock on January 5, 2015. F2 · derivative.exercise_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan and are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan and are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2014 Filed Jan 3, 2014 18:00 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,201.49 | $77.75 Strike: $0.00 | $93,415.85 |
DisclosureSEC source: 0001225208-14-000352 · doc4.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,093.34 Underlying: Common Stock · 1,201.49 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under McGraw Hill Financial Director Deferred Stock Ownership Plan based on the closing price of McGraw Hill Financial common stock on January 2, 2014. F2 · derivative.exercise_date: The phantom stock units were accrued under McGraw Hill Financial Director Deferred Stock Ownership Plan and are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under McGraw Hill Financial Director Deferred Stock Ownership Plan and are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2013 Filed Jan 4, 2013 14:28 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,727.63 | $55.72 Strike: $0.00 | $96,263.54 |
DisclosureSEC source: 0001225208-13-000709 · doc4.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,891.85 Underlying: Common Stock · 1,727.63 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on January 2, 2013. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 03, 2012 Filed Jan 4, 2012 21:17 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 164.22 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-000508 · doc4.xml · derivative · entry 2 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164.22 Underlying: Common Stock · 164.22 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on January 3, 2012. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| December 13, 2011 Filed Dec 15, 2011 15:33 UTC | S&P Global Inc. MHP · Entity 2879 | PurchaseCommon Stock | 5,000 | $42.85 | $214,244.00 |
DisclosureSEC source: 0001225208-11-026331 · doc4.xml · nonDerivative · entry 1 THORNBURGH RICHARD E · CIK 0001369635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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.