Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | Director | March 31, 2025 | April 02, 2025 |
| NEXTERA ENERGY INCNEE · Entity 2855 | Director | April 20, 2022 | April 22, 2022 |
| WESCO INTERNATIONAL INCWCC · Entity 3330 | Director | March 05, 2021 | March 08, 2021 |
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.
LINCOLN NATIONAL CORP
Report date March 31, 2025 · Filed April 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 58,062.37 |
Reported balance
After 2025-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-31 · Grant · Acquired 2,018.94 · Balance 58,062.37 F1: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3: Includes 733.98 shares acquired through dividend reinvestment since the reporting person's last report. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.
F2: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.
F3: Includes 733.98 shares acquired through dividend reinvestment since the reporting person's last report.
NEXTERA ENERGY INC
Report date April 20, 2022 · Filed April 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,653 |
Reported balance
After 2022-04-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-04-20 · Grant · Acquired 26 · Balance 2,653 F1: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F3: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period.
F2: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund).
F3: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates.
WESCO INTERNATIONAL INC
Report date March 05, 2021 · Filed March 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 8,013 |
Ending reported balance
After 2021-03-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-05 · Sale · Disposed 625 · Balance 8,763 F1: All shares sold at the price of $85.00. Row 2 · 2021-03-08 · Sale · Disposed 750 · Balance 8,013 F2: All shares sold at the price of $88.072. |
Filing footnotes · ownership attribution and instrument terms
F1: All shares sold at the price of $85.00.
F2: All shares sold at the price of $88.072.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Revelyst, Inc.
Report date January 03, 2025 · Filed January 03, 2025
Section 16 reporting ended · disclosed 2025-01-03. 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 2025-01-03 transaction · row 1
1 source rowRow 1 · 2025-01-03 · Disposition to issuer · Disposed 18,203 · Balance 0 F1: On January 3, 2025 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of October 4, 2024 (the "Merger Agreement"), among the Issuer, Vista Outdoor Inc., Cabin Ridge Inc. and Olibre LLC, each share of the Issuer's common stock ("Common Stock") (other than any such shares of Common Stock held by the Issuer, its subsidiaries or Olibre LLC) was converted into the right to receive an amount in cash equal to the Merger Consideration (as defined in the Merger Agreement). |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-01-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-01-03 · Disposition to issuer · Disposed 61,740 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled in exchange for a lump-sum cash payment, without interest, equal to the product of (i) the number of shares of Common Stock underlying such DSU immediately prior to the Effective Time, multiplied by (ii) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 3, 2025 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of October 4, 2024 (the "Merger Agreement"), among the Issuer, Vista Outdoor Inc., Cabin Ridge Inc. and Olibre LLC, each share of the Issuer's common stock ("Common Stock") (other than any such shares of Common Stock held by the Issuer, its subsidiaries or Olibre LLC) was converted into the right to receive an amount in cash equal to the Merger Consideration (as defined in the Merger Agreement).
F2: Pursuant to the Merger Agreement, at the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled in exchange for a lump-sum cash payment, without interest, equal to the product of (i) the number of shares of Common Stock underlying such DSU immediately prior to the Effective Time, multiplied by (ii) the Merger Consideration.
Vista Outdoor Inc.
Report date November 27, 2024 · Filed November 27, 2024
Section 16 reporting ended · disclosed 2024-11-27. 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 2024-11-27 transaction · row 1
1 source rowRow 1 · 2024-11-27 · Disposition to issuer · Disposed 18,203 · Balance 0 F1: On November 27, 2024 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of October 15, 2023 (as amended, the "Merger Agreement"), among the Issuer, Revelyst, Inc. ("Revelyst"), CSG Elevate II Inc., CSG Elevate III Inc., and, solely for the purposes of specific provisions therein, CZECHOSLOVAK GROUP a.s., each share of the Issuer's common stock ("Common Stock") (other than (a) any such shares of Common Stock held by the Issuer, its subsidiaries or CSG Elevate II Inc. and (b) any Appraisal Shares (as defined in the Merger Agreement)) was converted into the right to receive (i) one fully paid and non-assessable share of common stock, par value $0.01 per share, of Revelyst ("Revelyst Common Stock") and (ii) $25.75 in cash. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-11-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-27 · Disposition to issuer · Disposed 26,492 · Balance 0 F2: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, effective as of immediately prior to the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of Revelyst, the number of shares of which is equal to the number of shares of Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of the Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Revelyst Common Stock on the Closing Date. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 27, 2024 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of October 15, 2023 (as amended, the "Merger Agreement"), among the Issuer, Revelyst, Inc. ("Revelyst"), CSG Elevate II Inc., CSG Elevate III Inc., and, solely for the purposes of specific provisions therein, CZECHOSLOVAK GROUP a.s., each share of the Issuer's common stock ("Common Stock") (other than (a) any such shares of Common Stock held by the Issuer, its subsidiaries or CSG Elevate II Inc. and (b) any Appraisal Shares (as defined in the Merger Agreement)) was converted into the right to receive (i) one fully paid and non-assessable share of common stock, par value $0.01 per share, of Revelyst ("Revelyst Common Stock") and (ii) $25.75 in cash.
F2: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, effective as of immediately prior to the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of Revelyst, the number of shares of which is equal to the number of shares of Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of the Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Revelyst Common Stock on the Closing Date.
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 16, 2017 Filed Feb 21, 2017 21:34 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 1,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012723 · doc4.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,689 Underlying: Common Stock · 1,689 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in three years from the date of the grant. F2 · derivative.expiration_date: The Restricted Stock Units vest in three years from the date of the grant. Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 21:21 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantDeferred Share Units · Derivative | 2,184.1591 | $43.50 | $95,000.00 |
DisclosureSEC source: 0001209191-16-154407 · doc4.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,675.108 Underlying: Common Stock · 2,184.1591 shares Expires not disclosed F1 · security: Deferred Share Units are credited to an account in the reporting person's name maintained by WESCO International. F2 · derivative.exercise_price: Each Deferred Share Unit is the economic equivalent of one share of WESCO International common stock. The Deferred Share Unit Account balance becomes eligible for distribution, only in the form of WESCO International common stock, upon termination of service as a Director. F3 · price: The price is based on the average of the high and low trading prices for WESCO International's common stock as of the first trading day in January of 2016. F2 · derivative.exercise_date: Each Deferred Share Unit is the economic equivalent of one share of WESCO International common stock. The Deferred Share Unit Account balance becomes eligible for distribution, only in the form of WESCO International common stock, upon termination of service as a Director. F2 · derivative.expiration_date: Each Deferred Share Unit is the economic equivalent of one share of WESCO International common stock. The Deferred Share Unit Account balance becomes eligible for distribution, only in the form of WESCO International common stock, upon termination of service as a Director. 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.