Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | EVP & Corporate Comptroller | January 26, 2018 | January 30, 2018 |
| TransUnionTRU · Entity 2287 | Director | May 12, 2026 | May 13, 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.
AMERICAN EXPRESS CO
Report date January 26, 2018 · Filed January 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,226 |
Ending reported balance
After 2018-01-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-01-26 · Grant · Acquired 6,903 · Balance 6,903 F1: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2015 and have vested based on the Company's 2015-17 return on average equity performance. Row 2 · 2018-01-26 · Tax withholding · Disposed 2,677 · Balance 4,226 F2: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2015 and have vested based on the Company's 2015-17 return on average equity performance.
F2: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units.
TransUnion
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,821 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 3,034 · Balance 15,821 F1: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock that vests on the first anniversary of the date of grant.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MTS SYSTEMS CORP
Report date April 07, 2021 · Filed April 08, 2021
Section 16 reporting ended · disclosed 2021-04-08. 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 |
Ending reported balance
After 2021-04-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-04-07 · Disposition to issuer · Disposed 2,045 · Balance 8,910 F1: Pursuant to the Agreement and Plan of Merger among Amphenol Corporation, Moon Merger Sub Corporation and the Company (the "Merger Agreement"), each unvested restricted stock unit became fully vested immediately prior to the effective time of the merger. Restricted stock units were then cancelled as of the effective time of the merger in exchange for the right to receive a cash payment equal to $58.50 multiplied by the number of restricted stock units, less any required withholding of taxes. Row 2 · 2021-04-07 · Disposition to issuer · Disposed 8,910 · Balance 0 F2: Cancelled pursuant to the Merger Agreement in exchange for the right to receive a cash payment equal to $58.50 multiplied by the number of shares, less any required withholding of taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger among Amphenol Corporation, Moon Merger Sub Corporation and the Company (the "Merger Agreement"), each unvested restricted stock unit became fully vested immediately prior to the effective time of the merger. Restricted stock units were then cancelled as of the effective time of the merger in exchange for the right to receive a cash payment equal to $58.50 multiplied by the number of restricted stock units, less any required withholding of taxes.
F2: Cancelled pursuant to the Merger Agreement in exchange for the right to receive a cash payment equal to $58.50 multiplied by the number of shares, less any required withholding of taxes.
Nielsen Holdings plc
Report date October 11, 2022 · Filed October 13, 2022
Section 16 reporting ended · disclosed 2022-10-13. 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 |
Ending reported balance
After 2022-10-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-10-11 · Grant · Acquired 183,633 · Balance 417,160.21 F1: Represents performance-based restricted stock unit awards ("PRSU Awards") of Nielsen Holdings plc ("Issuer") that vested immediately prior to the Effective Time (as defined below) based on target (100%) performance. Row 2 · 2022-10-11 · Disposition to issuer · Disposed 417,160.21 · Balance 0 F2: Reflects disposition in connection with the completion of the transactions contemplated by the Transaction Agreement, dated as of March 28, 2022, as amended on August 19, 2022 (the "Transaction Agreement"), by and among the Issuer, Neptune Intermediate Jersey Limited and Neptune Bidco US Inc. ("Purchaser"). On October 11, 2022, at the Effective Time (as defined in the Transaction Agreement), each share of common stock of the Issuer was acquired by the Purchaser in consideration of a payment of $28.00 in cash per share (the "Offer Consideration"), subject to required withholding taxes. F3: Pursuant to the Transaction Agreement, at the Effective Time, each time-based restricted stock unit award ("RSU Award") and PRSU Award was cancelled and converted into the right to receive a cash payment equal to the product of (i) the number of shares of common stock subject to such RSU Award or PRSU Award as of immediately prior to the Effective Time and (ii) the Offer Consideration. |
| Options to Purchase Common Stock (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.61 · Expires 2027-02-03 | Direct | 0 |
Reported balance
After 2022-10-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-10-11 · Disposition to issuer · Disposed 100,000 · Balance 0 F4: Pursuant to the Transaction Agreement, at the Effective Time, each outstanding option to purchase common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive a cash payment equal to the product of (i) the number of shares of common stock subject to such option as of immediately prior to the Effective Time and (ii) the excess, if any, of the Offer Consideration over the exercise price per share subject to such option as of the Effective Time. F5: These options to purchase shares of common stock were subject to both performance and time vesting requirements. The performance vesting requirement would have been satisfied upon the Issuer's common stock achieving a closing market price per share of at least $25.76 for a period of at least 21 consecutive trading days before February 3, 2023. The time vesting requirement would have been satisfied in three equal annual installments beginning on February 3, 2021. |
| Options to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $26.06 · Expires 2025-03-11 | Direct | 0 |
Reported balance
After 2022-10-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-10-11 · Disposition to issuer · Disposed 195,059 · Balance 0 F4: Pursuant to the Transaction Agreement, at the Effective Time, each outstanding option to purchase common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive a cash payment equal to the product of (i) the number of shares of common stock subject to such option as of immediately prior to the Effective Time and (ii) the excess, if any, of the Offer Consideration over the exercise price per share subject to such option as of the Effective Time. F6: These options to purchase shares of common stock were subject to both performance and time vesting requirements. The performance vesting requirement would have been satisfied upon the Issuer's common stock achieving a closing market price per share of at least $35.18 for a period of at least 21 consecutive trading days before March 11, 2025. The time vesting requirement would have been satisfied on March 11, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance-based restricted stock unit awards ("PRSU Awards") of Nielsen Holdings plc ("Issuer") that vested immediately prior to the Effective Time (as defined below) based on target (100%) performance.
F2: Reflects disposition in connection with the completion of the transactions contemplated by the Transaction Agreement, dated as of March 28, 2022, as amended on August 19, 2022 (the "Transaction Agreement"), by and among the Issuer, Neptune Intermediate Jersey Limited and Neptune Bidco US Inc. ("Purchaser"). On October 11, 2022, at the Effective Time (as defined in the Transaction Agreement), each share of common stock of the Issuer was acquired by the Purchaser in consideration of a payment of $28.00 in cash per share (the "Offer Consideration"), subject to required withholding taxes.
F3: Pursuant to the Transaction Agreement, at the Effective Time, each time-based restricted stock unit award ("RSU Award") and PRSU Award was cancelled and converted into the right to receive a cash payment equal to the product of (i) the number of shares of common stock subject to such RSU Award or PRSU Award as of immediately prior to the Effective Time and (ii) the Offer Consideration.
F4: Pursuant to the Transaction Agreement, at the Effective Time, each outstanding option to purchase common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive a cash payment equal to the product of (i) the number of shares of common stock subject to such option as of immediately prior to the Effective Time and (ii) the excess, if any, of the Offer Consideration over the exercise price per share subject to such option as of the Effective Time.
F5: These options to purchase shares of common stock were subject to both performance and time vesting requirements. The performance vesting requirement would have been satisfied upon the Issuer's common stock achieving a closing market price per share of at least $25.76 for a period of at least 21 consecutive trading days before February 3, 2023. The time vesting requirement would have been satisfied in three equal annual installments beginning on February 3, 2021.
F6: These options to purchase shares of common stock were subject to both performance and time vesting requirements. The performance vesting requirement would have been satisfied upon the Issuer's common stock achieving a closing market price per share of at least $35.18 for a period of at least 21 consecutive trading days before March 11, 2025. The time vesting requirement would have been satisfied on March 11, 2025.
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 |
|---|---|---|---|---|---|---|
| January 29, 2016 Filed Feb 2, 2016 20:59 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 3,440 | $53.50 | $184,040.00 |
DisclosureSEC source: 0001127602-16-039042 · form4.xml · nonDerivative · entry 2 Zukauckas Linda · CIK 0001536491 · EVP & Corporate Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,632.691 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 29, 2016 Filed Feb 2, 2016 20:59 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 8,253 | $53.50 | $441,535.50 |
DisclosureSEC source: 0001127602-16-039042 · form4.xml · nonDerivative · entry 1 Zukauckas Linda · CIK 0001536491 · EVP & Corporate Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,072.691 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units ("performance units") that were granted to the reporting person in January 2013 and have vested based on the Company's 2013-15 return on average equity performance. Read SEC document |
| January 24, 2016 Filed Jan 26, 2016 21:53 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 238 | $55.06 | $13,104.28 |
DisclosureSEC source: 0001127602-16-037921 · form4.xml · nonDerivative · entry 1 Zukauckas Linda · CIK 0001536491 · EVP & Corporate Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,819.691 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| March 02, 2015 Filed Mar 3, 2015 21:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 4,000 | $81.59 | $326,360.00 |
DisclosureSEC source: 0001127602-15-009496 · form4.xml · nonDerivative · entry 1 Zukauckas Linda · CIK 0001536491 · EVP & Corporate Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,031 Read SEC document |
| January 26, 2015 Filed Jan 27, 2015 23:43 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 3,490 | $83.30 | $290,717.00 |
DisclosureSEC source: 0001127602-15-002993 · form4.xml · nonDerivative · entry 3 Zukauckas Linda · CIK 0001536491 · EVP & Corporate Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,030 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 26, 2015 Filed Jan 27, 2015 23:43 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 9,396 | $83.30 | $782,686.80 |
DisclosureSEC source: 0001127602-15-002993 · form4.xml · nonDerivative · entry 2 Zukauckas Linda · CIK 0001536491 · EVP & Corporate Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,520 F2 · kind: Shares acquired pursuant to the vesting of Restricted Stock Units (i.e., "performance units") previously granted to the reporting person. Read SEC document |
| January 24, 2015 Filed Jan 27, 2015 23:43 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 215 | $84.13 | $18,087.95 |
DisclosureSEC source: 0001127602-15-002993 · form4.xml · nonDerivative · entry 1 Zukauckas Linda · CIK 0001536491 · EVP & Corporate Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,124 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 24, 2014 Filed Jan 28, 2014 19:36 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 188 | $86.95 | $16,346.60 |
DisclosureSEC source: 0001127602-14-003090 · form4.xml · nonDerivative · entry 1 Zukauckas Linda · CIK 0001536491 · EVP & Corporate Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,336 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| April 23, 2013 Filed Apr 23, 2013 20:18 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 320 | $67.49 | $21,597.79 |
DisclosureSEC source: 0001127602-13-014388 · form4.xml · nonDerivative · entry 1 Zukauckas Linda · CIK 0001536491 · EVP & Corporate Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,524 Read SEC document |
| January 24, 2013 Filed Jan 28, 2013 21:16 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 188 | $59.30 | $11,148.40 |
DisclosureSEC source: 0001127602-13-002868 · form4.xml · nonDerivative · entry 1 Zukauckas Linda · CIK 0001536491 · EVP & Corporate Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,844 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 24, 2012 Filed Jan 26, 2012 22:13 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 2,032 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-12-002633 · form4.xml · nonDerivative · entry 1 Zukauckas Linda · CIK 0001536491 · EVP & Corporate Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,032 F1 · price: The reported acquisition represents the grant of Restricted Stock Units under the Company's 2007 Incentive Compensation Plan. The units will vest in four cumulative annual installments of 25% each. 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.