Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Affirm Holdings, Inc.AFRM · Entity 1572 | Director | July 01, 2026 | July 06, 2026 |
| CAPITAL ONE FINANCIAL CORPCOF · Entity 547 | President, Card | March 08, 2016 | March 10, 2016 |
| Elevance Health, Inc.ELV · Entity 2934 | Director | May 13, 2026 | May 15, 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.
Affirm Holdings, Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,755 |
Ending reported balance
After 2026-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-01 · Grant · Acquired 655 · Balance 655 F1: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs will vest in full on July 1, 2027. F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. Row 2 · 2026-07-01 · Grant · Acquired 3,100 · Balance 3,755 F3: Grant of RSUs under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in three annual installments beginning July 1, 2027. F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs will vest in full on July 1, 2027.
F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F3: Grant of RSUs under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in three annual installments beginning July 1, 2027.
CAPITAL ONE FINANCIAL CORP
Report date March 08, 2016 · Filed March 10, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 191,957 |
Reported balance
After 2016-03-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-03-08 · Grant · Acquired 18,011 · Balance 191,957 F1: These shares were earned pursuant to an award of performance shares granted on January 31, 2013 based on the Company's Adjusted ROA against a peer group of companies over a three-year performance period. These shares represent the number of shares paid out based on actual performance plus the dividend shares accrued under the same grant. F2: Includes shares acquired by the reporting person through the Company's Associate Stock Purchase Plan since the last reported transaction. |
| Common StockSEC Table I · non-derivative | Direct | 182,790 |
Reported balance
After 2016-03-08 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2016-03-08 · Tax withholding · Disposed 9,167 · Balance 182,790 F3: These shares were automatically withheld by the Company to satisfy the reporting person's tax obligation associated with the settlement of the performance shares. This share withholding was authorized in the performance share award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were earned pursuant to an award of performance shares granted on January 31, 2013 based on the Company's Adjusted ROA against a peer group of companies over a three-year performance period. These shares represent the number of shares paid out based on actual performance plus the dividend shares accrued under the same grant.
F2: Includes shares acquired by the reporting person through the Company's Associate Stock Purchase Plan since the last reported transaction.
F3: These shares were automatically withheld by the Company to satisfy the reporting person's tax obligation associated with the settlement of the performance shares. This share withholding was authorized in the performance share award agreement.
Elevance Health, Inc.
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,163 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 563 · Balance 7,163 F1: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program. F2: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.
F2: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Anywhere Real Estate Inc.
Report date January 07, 2026 · Filed January 09, 2026
Section 16 reporting ended · disclosed 2026-01-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-01-09 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-01-07 · Grant · Acquired 819,399 · Balance 3,335,451 F1: Represents shares earned under the applicable performance criteria of the 2023 Performance Stock Unit ("PSU") awards, prior to applicable tax withholding (which will be applied following the transactions referred to in the footnotes below). Row 2 · 2026-01-09 · Grant · Acquired 2,548,018 · Balance 5,883,469 F2: On January 9, 2026, pursuant to the previously announced Agreement and Plan of Merger, dated as of September 22, 2025 (the "Merger Agreement"), by and among Anywhere Real Estate Inc. (the "Company"), Compass, Inc. ("Compass"), and Velocity Merger Sub, Inc., a wholly owned subsidiary of Compass ("Merger Sub"), Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Compass. F3: Pursuant to the Merger Agreement, each share of Company common stock, par value $0.01 per share ("Company common stock"), issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time"), was converted into the right to receive 1.436 fully paid and nonassessable shares (the "Exchange Ratio") of class A common stock of Compass (the "Compass Shares") and, if applicable, cash in lieu of fractional shares. F4: Pursuant to the Merger Agreement, at the Effective Time, each outstanding PSU award was canceled and converted into a restricted stock unit ("RSU") award in respect of Compass Shares covering that number of Compass Shares equal to (i) the number of shares of Company common stock subject to the award (based on performance goals determined in the manner set forth in the Merger Agreement) multiplied by (ii) the Exchange Ratio. The amount reported in this line reflects the number of shares earned under subsection (i) of the prior sentence. Row 3 · 2026-01-09 · Disposition to issuer · Disposed 5,883,469 · Balance 0 F2: On January 9, 2026, pursuant to the previously announced Agreement and Plan of Merger, dated as of September 22, 2025 (the "Merger Agreement"), by and among Anywhere Real Estate Inc. (the "Company"), Compass, Inc. ("Compass"), and Velocity Merger Sub, Inc., a wholly owned subsidiary of Compass ("Merger Sub"), Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Compass. F3: Pursuant to the Merger Agreement, each share of Company common stock, par value $0.01 per share ("Company common stock"), issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time"), was converted into the right to receive 1.436 fully paid and nonassessable shares (the "Exchange Ratio") of class A common stock of Compass (the "Compass Shares") and, if applicable, cash in lieu of fractional shares. F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding RSU award was canceled and converted into a RSU award in respect of Compass Shares covering that number of Compass Shares equal to the product of (i) the number of shares of Company common stock subject to the award multiplied by (ii) the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares earned under the applicable performance criteria of the 2023 Performance Stock Unit ("PSU") awards, prior to applicable tax withholding (which will be applied following the transactions referred to in the footnotes below).
F2: On January 9, 2026, pursuant to the previously announced Agreement and Plan of Merger, dated as of September 22, 2025 (the "Merger Agreement"), by and among Anywhere Real Estate Inc. (the "Company"), Compass, Inc. ("Compass"), and Velocity Merger Sub, Inc., a wholly owned subsidiary of Compass ("Merger Sub"), Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Compass.
F3: Pursuant to the Merger Agreement, each share of Company common stock, par value $0.01 per share ("Company common stock"), issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time"), was converted into the right to receive 1.436 fully paid and nonassessable shares (the "Exchange Ratio") of class A common stock of Compass (the "Compass Shares") and, if applicable, cash in lieu of fractional shares.
F4: Pursuant to the Merger Agreement, at the Effective Time, each outstanding PSU award was canceled and converted into a restricted stock unit ("RSU") award in respect of Compass Shares covering that number of Compass Shares equal to (i) the number of shares of Company common stock subject to the award (based on performance goals determined in the manner set forth in the Merger Agreement) multiplied by (ii) the Exchange Ratio. The amount reported in this line reflects the number of shares earned under subsection (i) of the prior sentence.
F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding RSU award was canceled and converted into a RSU award in respect of Compass Shares covering that number of Compass Shares equal to the product of (i) the number of shares of Company common stock subject to the award multiplied by (ii) the Exchange Ratio.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 02, 2009 Filed Mar 4, 2009 22:31 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | Tax withholdingCommon Stock | 590 | $10.97 | $6,472.30 |
DisclosureSEC source: 0001225208-09-006159 · doc4.xml · nonDerivative · entry 1 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,873 F1 · kind: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation associated with the vesting of restricted stock granted on March 2, 2007. This is authorized in the applicable restricted stock award agreement. F2 · balance_after: Includes shares acquired by the reporting person through the Company's Associate Stock Purchase Plan and 401(K) Plan accounts since the last reported transaction. Read SEC document |
| February 21, 2009 Filed Feb 24, 2009 23:10 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | Tax withholdingCommon Stock | 1,477 | $9.43 | $13,928.11 |
DisclosureSEC source: 0001225208-09-004761 · doc4.xml · nonDerivative · entry 1 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,259 F1 · kind: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation associated with the vesting of restricted stock granted on February 21, 2008. This is authorized in the applicable restricted stock award agreement. Read SEC document |
| January 29, 2009 Filed Feb 3, 2009 01:18 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantStock Options · Derivative | 181,941 | $0.00 Strike: $18.28 | $0.00 |
DisclosureSEC source: 0001225208-09-002548 · doc4.xml · derivative · entry 4 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,941 Underlying: Common Stock · 181,941 shares Expires 2019-01-28 F7 · derivative.exercise_date: This option becomes exercisable in 33 1/3 increments beginning on January 29, 2010 and annually thereafter. Read SEC document |
| January 29, 2009 Filed Feb 3, 2009 01:18 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantPerformance Share Units · Derivative | 32,144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-002548 · doc4.xml · derivative · entry 3 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,144 Underlying: Common Stock · 32,144 shares Expires 2012-03-15 F4 · derivative.exercise_price: Each performance unit represents the right to receive one performance share upon satisfaction of the performance conditions. F5 · shares: The number of performance units shown represents the maximum number of performance shares that may be issuable at the end of the performance period. F6 · derivative.exercise_date: The performance shares may be issuable at the end of a three-year performance period (January 1, 2009 to December 31, 2011) based on the Company's total shareholder return as compared to the total shareholder return for a peer group of companies. Read SEC document |
| January 29, 2009 Filed Feb 3, 2009 01:18 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantCommon Stock | 14,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-002548 · doc4.xml · nonDerivative · entry 2 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,638 F2 · security: This restricted stock will vest on July 29, 2009. F3 · balance_after: Includes shares acquired through the Company's Associate Stock Purchase Plan, Dividend Reinvestment and 401(K) Plans. Read SEC document |
| January 29, 2009 Filed Feb 3, 2009 01:18 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantCommon Stock | 99,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-002548 · doc4.xml · nonDerivative · entry 1 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,785 F1 · security: This restricted stock will vest in 33 1/3 increments beginning on January 29, 2010 and annually thereafter. Read SEC document |
| January 29, 2009 Filed Feb 4, 2009 22:32 UTC Amendment | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantCommon Stock | 26,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-003004 · doc4a.xml · nonDerivative · entry 2 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,736 F3 · shares: This restricted stock will vest on July 29, 2009. Read SEC document |
| January 29, 2009 Filed Feb 4, 2009 22:32 UTC Amendment | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantCommon Stock | 78,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-003004 · doc4a.xml · nonDerivative · entry 1 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,511 F1 · security: The reporting person is filing this amendment to reflect different amounts with respect to the grants reported on the original Form 4. F2 · shares: This restricted stock will vest in 33 1/3 increments beginning on January 29, 2010 and annually thereafter. Read SEC document |
| March 15, 2008 Filed Mar 18, 2008 21:39 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | Tax withholdingCommon Stock | 1,032 | $49.07 | $50,640.24 |
DisclosureSEC source: 0001225208-08-005172 · doc4.xml · nonDerivative · entry 1 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,879 F1 · kind: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation associated with the vesting of restricted stock granted on March 15, 2005. This is authorized in the applicable restricted stock award agreement. F2 · balance_after: Includes shares acquired under the Company's 401(K) Plan since the last reported transaction. Read SEC document |
| March 03, 2008 Filed Mar 5, 2008 22:45 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | Tax withholdingCommon Stock | 504 | $45.73 | $23,047.92 |
DisclosureSEC source: 0001225208-08-004494 · doc4.xml · nonDerivative · entry 1 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,879 F1 · kind: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation associated with the vesting of restricted stock granted on March 3, 2006. This is authorized in the applicable restricted stock award agreement. Read SEC document |
| March 02, 2008 Filed Mar 4, 2008 22:15 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | Tax withholdingCommon Stock | 636 | $47.02 | $29,904.72 |
DisclosureSEC source: 0001225208-08-004283 · doc4.xml · nonDerivative · entry 1 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,383 F1 · kind: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation associated with the vesting of restricted stock granted on March 2, 2007. This is authorized in the applicable restricted stock award agreement. Read SEC document |
| February 21, 2008 Filed Feb 26, 2008 14:51 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantStock Options · Derivative | 63,700 | $0.00 Strike: $48.95 | $0.00 |
DisclosureSEC source: 0001225208-08-003483 · doc4.xml · derivative · entry 2 Schneider Ryan M. · CIK 0001420501 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,700 Underlying: Common Stock · 63,700 shares Expires 2018-02-20 F3 · derivative.exercise_date: This option becomes exercisable in 33 1/3 increments beginning on February 21, 2009 and annually thereafter. Read SEC document |
| February 21, 2008 Filed Feb 26, 2008 14:51 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantCommon Stock | 14,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-003483 · doc4.xml · nonDerivative · entry 1 Schneider Ryan M. · CIK 0001420501 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,019 F1 · security: This grant of restricted stock is contingent upon the achievement by the issuer of a predetermined earnings per share for 2007. The shares vest in the following manner: 25% of the shares will vest on February 21, 2009; 25% will vest on February 21, 2010 and the remaining 50% will vest on February 21, 2011. F2 · balance_after: Includes shares acquired under the Company's Associate Stock Purchase Plan and Dividend Reinvestment Plan since the last reported transaction. Read SEC document |
| December 10, 2007 Filed Dec 13, 2007 00:02 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantPerformance Share Units · Derivative | 27,760 | $0.00 Strike: $54.05 | $0.00 |
DisclosureSEC source: 0000927628-07-000060 · sch1090.xml · derivative · entry 1 Schneider Ryan M. · CIK 0001420501 · President, Card 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,760 Underlying: Common Stock · 27,760 shares Expires 2011-03-15 F1 · derivative.exercise_date: The performance shares may be issuable at the end of a three-year performance period (January 1, 2008 to December 31, 2010) based on the Company's total shareholder return as compared to the total shareholder return for a peer group of companies. 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.