Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BORGWARNER INCBWA · Entity 3425 | Director | April 29, 2026 | May 01, 2026 |
| FLUOR CORPFLR · Entity 3672 | Director | November 24, 2020 | November 25, 2020 |
| Focus Financial Partners Inc.FOCS · Entity 15608 | Director | December 07, 2020 | December 10, 2020 |
| Fortress Net Lease REITNONE · Entity 2779 | Director | January 02, 2026 | January 06, 2026 |
| S&P Global Inc.SPGI · Entity 2879 | Director | January 02, 2024 | January 05, 2024 |
| SCHWAB CHARLES CORPSCHW · Entity 1218 | EVP - Schwab Institutional | May 03, 2007 | May 03, 2007 |
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.
BORGWARNER INC
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,125 |
Reported balance
After 2026-04-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 3,228 · Balance 35,125 F1: Represents a restricted stock award granted on April 29, 2026, that will vest 100% on the first anniversary of the grant date. F2: Reflects an adjustment to the number of shares beneficially owned after a reconciliation of the Issuer's records regarding the reporting person's exempt transactions. |
| Common StockSEC Table I · non-derivative | Direct | 35,208 |
Reported balance
After 2026-04-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-04-29 · Grant · Acquired 83 · Balance 35,208 F3: Represents shares acquired pursuant to dividend reinvestments exempt from Section 16 pursuant to Rule 16a-11 and settled upon the vesting of restricted stock awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock award granted on April 29, 2026, that will vest 100% on the first anniversary of the grant date.
F2: Reflects an adjustment to the number of shares beneficially owned after a reconciliation of the Issuer's records regarding the reporting person's exempt transactions.
F3: Represents shares acquired pursuant to dividend reinvestments exempt from Section 16 pursuant to Rule 16a-11 and settled upon the vesting of restricted stock awards.
FLUOR CORP
Report date November 24, 2020 · Filed November 25, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,633 |
Reported balance
After 2020-11-24 transaction · row 1
1 source rowRow 1 · 2020-11-24 · Grant · Acquired 5,080 · Balance 25,633 F1: Restricted Stock Units that were granted and vested on November 24, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units that were granted and vested on November 24, 2020.
Focus Financial Partners Inc.
Report date December 07, 2020 · Filed December 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Incentive Units in Focus Financial Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $44.71 | Direct | 9,341 |
Reported balance
After 2020-12-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-12-07 · Grant · Acquired 9,341 · Balance 9,341 F1: Each incentive unit in Focus Financial Partners, LLC ("Focus LLC") entitles the holder to receive distributions from Focus LLC if the aggregate distributions made by Focus LLC in respect of each common unit in Focus LLC issued and outstanding on or prior to date of the grant of the incentive unit exceeds a specified amount, referred to as the hurdle amount. The hurdle amount is set at the time of grant and typically represents the estimated fair value of a common unit on the date of grant. The figure reflected in column 2 is the hurdle amount assigned to each incentive award. Incentive units do not expire. F2: Unvested incentive units will, at vesting, become exchangeable, subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus LLC, for (i) a number of shares of the Issuer's Class A common stock that takes into account the then-current value of the Issuer's Class A common stock and such incentive units' aggregate hurdle amount or, (ii) at the election of the Issuer, cash. The acquisition of the derivative securities was exempt from Section 16 of the Securities Exchange Act of 1934, as amended. F3: These incentive units will vest in three equal installments on each anniversary of December 7, 2020, subject to the director's continued service. |
| Common Units in Focus Financial Partners, LLCSEC Table II · derivative / convertible security | Direct | 951 |
Reported balance
After 2020-12-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-12-07 · Grant · Acquired 951 · Balance 951 F4: Unvested common units will, at vesting, become exchangeable, subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus LLC, for (i) an equal number of shares of the Issuer's Class A common stock or, (ii) at the election of the Issuer, cash. The acquisition of the derivative securities was exempt from Section 16 of the Securities Exchange Act of 1934, as amended. F5: These common units will vest in three equal installments on each anniversary of December 7, 2020, subject to the director's continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: Each incentive unit in Focus Financial Partners, LLC ("Focus LLC") entitles the holder to receive distributions from Focus LLC if the aggregate distributions made by Focus LLC in respect of each common unit in Focus LLC issued and outstanding on or prior to date of the grant of the incentive unit exceeds a specified amount, referred to as the hurdle amount. The hurdle amount is set at the time of grant and typically represents the estimated fair value of a common unit on the date of grant. The figure reflected in column 2 is the hurdle amount assigned to each incentive award. Incentive units do not expire.
F2: Unvested incentive units will, at vesting, become exchangeable, subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus LLC, for (i) a number of shares of the Issuer's Class A common stock that takes into account the then-current value of the Issuer's Class A common stock and such incentive units' aggregate hurdle amount or, (ii) at the election of the Issuer, cash. The acquisition of the derivative securities was exempt from Section 16 of the Securities Exchange Act of 1934, as amended.
F3: These incentive units will vest in three equal installments on each anniversary of December 7, 2020, subject to the director's continued service.
F4: Unvested common units will, at vesting, become exchangeable, subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus LLC, for (i) an equal number of shares of the Issuer's Class A common stock or, (ii) at the election of the Issuer, cash. The acquisition of the derivative securities was exempt from Section 16 of the Securities Exchange Act of 1934, as amended.
F5: These common units will vest in three equal installments on each anniversary of December 7, 2020, subject to the director's continued service.
Fortress Net Lease REIT
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class E Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 19,847 |
Reported balance
After 2026-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 9,380 · Balance 19,847 F1: Class E common shares issued as compensation for serving as a member of the Board of Trustees of Fortress Net Lease REIT. F2: The reported amount includes 749 shares acquired pursuant to the Issuer's distribution reinvestment plan, in transactions exempt from Section 16 pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Class E common shares issued as compensation for serving as a member of the Board of Trustees of Fortress Net Lease REIT.
F2: The reported amount includes 749 shares acquired pursuant to the Issuer's distribution reinvestment plan, in transactions exempt from Section 16 pursuant to Rule 16a-11.
S&P Global Inc.
Report date January 02, 2024 · Filed January 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 852.78 |
Reported balance
After 2024-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-01-02 · Grant · Acquired 410.86 · Balance 852.78 F1: 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: 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. |
| Common StockSEC Table I · non-derivative | Direct | 10,736 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,736 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 477 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 477 F3: Each restricted stock unit represents a contingent right to receive one share of SPGI Common Stock. F4: Acquired as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of November 29, 2020, as amended on January 20, 2021, by and among IHS Markit Ltd. ("IHS Markit"), S&P Global Inc. ("SPGI") and Sapphire Subsidiary, Ltd. (the "Merger Agreement"). Pursuant to the Merger Agreement, each IHS Markit restricted stock unit was converted into an equivalent restricted stock unit in respect of SPGI's Common Stock based on the Exchange Ratio and rounded up to the nearest whole number of restricted stock units, with the same terms and conditions as those applied immediately prior to the consummation of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
F3: Each restricted stock unit represents a contingent right to receive one share of SPGI Common Stock.
F4: Acquired as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of November 29, 2020, as amended on January 20, 2021, by and among IHS Markit Ltd. ("IHS Markit"), S&P Global Inc. ("SPGI") and Sapphire Subsidiary, Ltd. (the "Merger Agreement"). Pursuant to the Merger Agreement, each IHS Markit restricted stock unit was converted into an equivalent restricted stock unit in respect of SPGI's Common Stock based on the Exchange Ratio and rounded up to the nearest whole number of restricted stock units, with the same terms and conditions as those applied immediately prior to the consummation of the merger.
SCHWAB CHARLES CORP
Report date May 03, 2007 · Filed May 03, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 15,830 |
Reported balance
After 2007-05-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2007-05-03 · Gift · Disposed 1,290 · Balance 15,830 F1: As of the date of this reporting, the reporting person also had a direct beneficial ownership interest in 126,389 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: As of the date of this reporting, the reporting person also had a direct beneficial ownership interest in 126,389 shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
IHS Markit Ltd.
Report date February 28, 2022 · Filed March 02, 2022
Section 16 reporting ended · disclosed 2022-03-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-02-28 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-02-28 · Disposition to issuer · Disposed 37,831 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of November 29, 2020, as amended on January 20, 2021, by and among the issuer, S&P Global Inc. ("S&P Global") and Sapphire Subsidiary, Ltd. (the "Merger Agreement"). F2: Excludes shares underlying equity awards. F3: Each common share was converted pursuant to the Merger Agreement into the right to receive 0.2838 (the "Exchange Ratio") fully paid and nonassessable shares of common stock, par value $1.00 per share, of S&P Global ("S&P Global Common Stock"), with cash payable in lieu of any fractional shares. Each equity award was converted pursuant to the Merger Agreement into an equivalent award in respect of S&P Global Common Stock based on the Exchange Ratio, with the same terms and conditions as those that applied immediately prior to the consummation of the merger, except that outstanding performance-based restricted stock units were converted based on target performance and all performance-vesting conditions lapsed with respect thereto. |
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-02-28 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-02-28 · Disposition to issuer · Disposed 1,680 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of November 29, 2020, as amended on January 20, 2021, by and among the issuer, S&P Global Inc. ("S&P Global") and Sapphire Subsidiary, Ltd. (the "Merger Agreement"). F4: Represents shares underlying equity awards. F3: Each common share was converted pursuant to the Merger Agreement into the right to receive 0.2838 (the "Exchange Ratio") fully paid and nonassessable shares of common stock, par value $1.00 per share, of S&P Global ("S&P Global Common Stock"), with cash payable in lieu of any fractional shares. Each equity award was converted pursuant to the Merger Agreement into an equivalent award in respect of S&P Global Common Stock based on the Exchange Ratio, with the same terms and conditions as those that applied immediately prior to the consummation of the merger, except that outstanding performance-based restricted stock units were converted based on target performance and all performance-vesting conditions lapsed with respect thereto. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of November 29, 2020, as amended on January 20, 2021, by and among the issuer, S&P Global Inc. ("S&P Global") and Sapphire Subsidiary, Ltd. (the "Merger Agreement").
F2: Excludes shares underlying equity awards.
F3: Each common share was converted pursuant to the Merger Agreement into the right to receive 0.2838 (the "Exchange Ratio") fully paid and nonassessable shares of common stock, par value $1.00 per share, of S&P Global ("S&P Global Common Stock"), with cash payable in lieu of any fractional shares. Each equity award was converted pursuant to the Merger Agreement into an equivalent award in respect of S&P Global Common Stock based on the Exchange Ratio, with the same terms and conditions as those that applied immediately prior to the consummation of the merger, except that outstanding performance-based restricted stock units were converted based on target performance and all performance-vesting conditions lapsed with respect thereto.
F4: Represents shares underlying equity awards.
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 |
|---|---|---|---|---|---|---|
| July 26, 2006 Filed Jul 26, 2006 20:48 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 2,500 | $14.98 | $37,450.00 |
DisclosureSEC source: 0001116722-06-000004 · edgar.xml · nonDerivative · entry 2 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 33,402 F2 · balance_after: As of July 26, 2006, the reporting person also had a direct beneficial ownership interest 98,122 shares of company common stock. On that date, she transferred 29,257 shares previously held directly to a trust account. Read SEC document |
| July 24, 2006 Filed Jul 26, 2006 20:48 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GiftCommon Stock | 1,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001116722-06-000004 · edgar.xml · nonDerivative · entry 1 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 6,645 F1 · balance_after: As of July 24, 2006, the reporting person also had a direct beneficial ownership interest 127,379 shares of company common stock. Read SEC document |
| February 27, 2006 Filed Feb 27, 2006 23:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,621 | $16.70 | $77,170.70 |
DisclosureSEC source: 0001116722-06-000003 · edgar.xml · nonDerivative · entry 1 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 135,379 shares of company common stock. Read SEC document |
| November 15, 2005 Filed Jan 6, 2006 22:24 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001116722-06-000002 · edgar.xml · nonDerivative · entry 1 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 2,270 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 137,730 shares of company common stock. Read SEC document |
| September 07, 2005 Filed Sep 9, 2005 16:59 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $17.08 | $0.00 |
DisclosureSEC source: 0000923738-05-000038 · edgar.xml · derivative · entry 2 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2012-09-07 F2 · derivative.exercise_price: The options were granted under the Company's 2004 Stock Incentive Plan and are fully exercisable as of the grant date. The exercise price is 125% of the closing price of the Company's common stock on the grant date. Read SEC document |
| September 07, 2005 Filed Sep 9, 2005 16:59 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $15.30 | $0.00 |
DisclosureSEC source: 0000923738-05-000038 · edgar.xml · derivative · entry 1 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2012-09-07 F1 · derivative.exercise_price: The options were granted under the Company's 2004 Stock Incentive Plan and are fully exercisable as of the grant date. The exercise price is 112% of the closing price of the Company's common stock on the grant date. Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 16:02 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 610 | $13.77 | $8,399.70 |
DisclosureSEC source: 0001116722-05-000004 · edgar.xml · nonDerivative · entry 2 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 2,590 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 137,730 shares of company stock. Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 16:02 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 4,300 | $13.76 | $59,168.00 |
DisclosureSEC source: 0001116722-05-000004 · edgar.xml · nonDerivative · entry 1 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,200 Read SEC document |
| April 21, 2005 Filed Apr 25, 2005 18:57 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 6,100 | $10.00 | $61,000.00 |
DisclosureSEC source: 0001116722-05-000002 · edgar.xml · nonDerivative · entry 1 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,750 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 141,480 shares of company stock. Read SEC document |
| September 30, 2004 Filed Oct 4, 2004 18:02 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 228,103 | $0.00 Strike: $9.19 | $0.00 |
DisclosureSEC source: 0001116722-04-000006 · edgar.xml · derivative · entry 1 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,103 Underlying: Common Stock · 228,103 shares Expires 2011-09-30 F1 · kind: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 40% on December 15, 2004, and 20% on each of December 15, 2005, 2006 and 2007. Read SEC document |
| July 26, 2004 Filed Jul 27, 2004 19:36 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 117,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001296455-04-000011 · edgar.xml · nonDerivative · entry 1 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,831 F1 · kind: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the second and third anniversary of the grant date and 50% on the fourth anniversary of the grant date. 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.