Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Presidio, Inc.PSDO · Entity 152912 | Director | December 19, 2019 | December 23, 2019 |
| SOLV Energy, Inc.MWH · Entity 3900 | Director | August 27, 2026 | August 28, 2026 |
| YADKIN FINANCIAL CorpYDKN · Entity 176926 | Director | March 08, 2017 | April 17, 2017 |
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.
Presidio, Inc.
Report date December 19, 2019 · Filed December 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-12-19 transaction · row 1
1 source rowRow 1 · 2019-12-19 · Disposition to issuer · Disposed 25,000 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of August 14, 2019, as amended on September 25, 2019 (the "Merger Agreement") by and among Presidio, Inc. ("Presidio"), BCEC Port Holdings (Delaware), LP and Port Merger Sub, Inc., each share of common stock of Presidio issued and outstanding at the effective time was converted into the right to receive $16.60 in cash, without interest (the "Merger Consideration"). |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.00 · Expires 2027-03-09 | Direct | 0 |
Reported balance
After 2019-12-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-19 · Disposition to issuer · Disposed 15,000 · Balance 0 F2: Pursuant to the Merger Agreement, each Presidio stock option outstanding immediately prior to the effective time, whether vested or unvested, was accelerated and canceled in exchange for the excess, if any, of the Merger Consideration, less the applicable option exercise price (and less any applicable tax withholdings). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of August 14, 2019, as amended on September 25, 2019 (the "Merger Agreement") by and among Presidio, Inc. ("Presidio"), BCEC Port Holdings (Delaware), LP and Port Merger Sub, Inc., each share of common stock of Presidio issued and outstanding at the effective time was converted into the right to receive $16.60 in cash, without interest (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, each Presidio stock option outstanding immediately prior to the effective time, whether vested or unvested, was accelerated and canceled in exchange for the excess, if any, of the Merger Consideration, less the applicable option exercise price (and less any applicable tax withholdings).
SOLV Energy, Inc.
Report date August 27, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,776 |
Reported balance
After 2026-08-27 transaction · row 1
1 source rowRow 1 · 2026-08-27 · Grant · Acquired 1,776 · Balance 1,776 F1: The Reporting Person received 1,776 shares of Class A Common Stock as a one-time award for service as a non-employee director for the fiscal year ending December 31, 2026, valued at $50,000, based on the closing price per share of $28.14 on August 27, 2026, the date of the award. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person received 1,776 shares of Class A Common Stock as a one-time award for service as a non-employee director for the fiscal year ending December 31, 2026, valued at $50,000, based on the closing price per share of $28.14 on August 27, 2026, the date of the award.
YADKIN FINANCIAL Corp
Report date March 08, 2017 · Filed April 17, 2017 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,548 |
Reported balance
After 2017-03-08 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2017-03-08 · Exercise / conversion · Acquired 38,028 · Balance 44,548 |
| Common StockSEC Table I · non-derivative | IndirectBy Lerner Family Irrevocable Trust | 12,520 |
Reported balance
After 2017-03-08 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2017-03-08 · Exercise / conversion · Acquired 1,091 · Balance 12,520 |
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 |
|---|---|---|---|---|---|---|
| August 27, 2026 Filed Aug 28, 2026 18:54 UTC | SOLV Energy, Inc. MWH · Entity 3900 | GrantClass A Common Stock | 1,776 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-374921 · ownership.xml · nonDerivative · entry 1 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,776 F1 · shares: The Reporting Person received 1,776 shares of Class A Common Stock as a one-time award for service as a non-employee director for the fiscal year ending December 31, 2026, valued at $50,000, based on the closing price per share of $28.14 on August 27, 2026, the date of the award. F1 · price: The Reporting Person received 1,776 shares of Class A Common Stock as a one-time award for service as a non-employee director for the fiscal year ending December 31, 2026, valued at $50,000, based on the closing price per share of $28.14 on August 27, 2026, the date of the award. Read SEC document |
| June 04, 2026 Filed Jun 5, 2026 20:40 UTC | SOLV Energy, Inc. MWH · Entity 3900 | Disposition to issuerSOLV Energy Holdings LLC Interests · Derivative | 2,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-259786 · ownership.xml · derivative · entry 1 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,366 Underlying: Class A Common Stock · 2,400 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is entitled to redeem common units of Opco ("Opco LLC Interests") for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the Opco LLCA. Upon a redemption of Opco LLC Interests, an equal number of shares of Class B common stock of the Issuer held by the Reporting Person will be surrendered to and cancelled by the Issuer for no additional consideration. F2 · derivative.exercise_price: (Continued from footnote 1). Each share of Class B common stock entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests do not have an expiration date. F3 · shares: Represents the direct exchange for cash of 2,400 Opco LLC Interests held by the Reporting Person (and the cancellation of an equal number of shares of Class B common stock of the Issuer held by the Reporting Person) as a result of the full exercise of the underwriters' option to purchase additional shares of Class A common stock in connection with the public offering of Class A common stock by affiliates of American Securities LLC and the Issuer pursuant to the prospectus dated May 28, 2026, and accompanying registration statement on Form S-1 (File No. 333-296238), of the Issuer (the "Follow-On Offering"). F4 · price: Represents a price per Opco LLC Interest equal to the public offering price in the Follow-On Offering of $36.00 per share of Class A common stock, net of underwriting discounts and commissions. F1 · derivative.exercise_date: Pursuant to the limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is entitled to redeem common units of Opco ("Opco LLC Interests") for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the Opco LLCA. Upon a redemption of Opco LLC Interests, an equal number of shares of Class B common stock of the Issuer held by the Reporting Person will be surrendered to and cancelled by the Issuer for no additional consideration. F2 · derivative.exercise_date: (Continued from footnote 1). Each share of Class B common stock entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests do not have an expiration date. F1 · derivative.expiration_date: Pursuant to the limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is entitled to redeem common units of Opco ("Opco LLC Interests") for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the Opco LLCA. Upon a redemption of Opco LLC Interests, an equal number of shares of Class B common stock of the Issuer held by the Reporting Person will be surrendered to and cancelled by the Issuer for no additional consideration. F2 · derivative.expiration_date: (Continued from footnote 1). Each share of Class B common stock entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests do not have an expiration date. F3 · derivative.underlying_shares: Represents the direct exchange for cash of 2,400 Opco LLC Interests held by the Reporting Person (and the cancellation of an equal number of shares of Class B common stock of the Issuer held by the Reporting Person) as a result of the full exercise of the underwriters' option to purchase additional shares of Class A common stock in connection with the public offering of Class A common stock by affiliates of American Securities LLC and the Issuer pursuant to the prospectus dated May 28, 2026, and accompanying registration statement on Form S-1 (File No. 333-296238), of the Issuer (the "Follow-On Offering"). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 21:39 UTC | SOLV Energy, Inc. MWH · Entity 3900 | Disposition to issuerSOLV Energy Holdings LLC Interests · Derivative | 16,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255842 · ownership.xml · derivative · entry 1 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,766 Underlying: Class A Common Stock · 16,003 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is entitled to redeem common units of Opco ("Opco LLC Interests") for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the Opco LLCA. Upon a redemption of Opco LLC Interests, an equal number of shares of Class B common stock of the Issuer held by the Reporting Person will be surrendered to and cancelled by the Issuer for no additional consideration. F2 · derivative.exercise_price: (Continued from footnote 1) Each share of Class B common stock entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests do not have an expiration date. F3 · shares: Represents the direct exchange for cash of 16,003 Opco LLC Interests held by the Reporting Person (and the cancellation of an equal number of shares of Class B common stock of the Issuer held by the Reporting Person) in connection with the public offering of Class A common stock by affiliates of American Securities LLC and the Issuer pursuant to the prospectus dated May 28, 2026, and accompanying registration statement on Form S-1 (File No. 333-296238), of the Issuer (the "Follow-On Offering"). F4 · price: Represents a price per Opco LLC Interest equal to the public offering price in the Follow-On Offering of $36.00 per share of Class A common stock, net of underwriting discounts and commissions. F1 · derivative.exercise_date: Pursuant to the limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is entitled to redeem common units of Opco ("Opco LLC Interests") for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the Opco LLCA. Upon a redemption of Opco LLC Interests, an equal number of shares of Class B common stock of the Issuer held by the Reporting Person will be surrendered to and cancelled by the Issuer for no additional consideration. F2 · derivative.exercise_date: (Continued from footnote 1) Each share of Class B common stock entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests do not have an expiration date. F1 · derivative.expiration_date: Pursuant to the limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is entitled to redeem common units of Opco ("Opco LLC Interests") for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the Opco LLCA. Upon a redemption of Opco LLC Interests, an equal number of shares of Class B common stock of the Issuer held by the Reporting Person will be surrendered to and cancelled by the Issuer for no additional consideration. F2 · derivative.expiration_date: (Continued from footnote 1) Each share of Class B common stock entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests do not have an expiration date. F3 · derivative.underlying_shares: Represents the direct exchange for cash of 16,003 Opco LLC Interests held by the Reporting Person (and the cancellation of an equal number of shares of Class B common stock of the Issuer held by the Reporting Person) in connection with the public offering of Class A common stock by affiliates of American Securities LLC and the Issuer pursuant to the prospectus dated May 28, 2026, and accompanying registration statement on Form S-1 (File No. 333-296238), of the Issuer (the "Follow-On Offering"). Read SEC document |
| December 19, 2019 Filed Dec 23, 2019 15:29 UTC | Presidio, Inc. PSDO · Entity 152912 | Disposition to issuerStock Option (right to buy) · Derivative | 15,000 | Not disclosed Strike: $14.00 | Not disclosed |
DisclosureSEC source: 0001631825-19-000033 · wf-form4_157711497360912.xml · derivative · entry 2 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2027-03-09 F2 · price: Pursuant to the Merger Agreement, each Presidio stock option outstanding immediately prior to the effective time, whether vested or unvested, was accelerated and canceled in exchange for the excess, if any, of the Merger Consideration, less the applicable option exercise price (and less any applicable tax withholdings). F2 · derivative.exercise_date: Pursuant to the Merger Agreement, each Presidio stock option outstanding immediately prior to the effective time, whether vested or unvested, was accelerated and canceled in exchange for the excess, if any, of the Merger Consideration, less the applicable option exercise price (and less any applicable tax withholdings). Read SEC document |
| December 19, 2019 Filed Dec 23, 2019 15:29 UTC | Presidio, Inc. PSDO · Entity 152912 | Disposition to issuerCommon Stock | 25,000 | $16.60 | $415,000.00 |
DisclosureSEC source: 0001631825-19-000033 · wf-form4_157711497360912.xml · nonDerivative · entry 1 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to that certain Agreement and Plan of Merger, dated as of August 14, 2019, as amended on September 25, 2019 (the "Merger Agreement") by and among Presidio, Inc. ("Presidio"), BCEC Port Holdings (Delaware), LP and Port Merger Sub, Inc., each share of common stock of Presidio issued and outstanding at the effective time was converted into the right to receive $16.60 in cash, without interest (the "Merger Consideration"). Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 14:02 UTC | Presidio, Inc. PSDO · Entity 152912 | PurchaseCommon Stock | 5,000 | $12.82 | $64,100.00 |
DisclosureSEC source: 0001631825-19-000018 · wf-form4_156026173715214.xml · nonDerivative · entry 1 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 16:32 UTC | Presidio, Inc. PSDO · Entity 152912 | PurchaseCommon Stock | 10,000 | $13.22 | $132,208.00 |
DisclosureSEC source: 0001631825-18-000034 · wf-form4_154238593294122.xml · nonDerivative · entry 1 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 14:09 UTC | Presidio, Inc. PSDO · Entity 152912 | PurchaseCommon Stock | 10,000 | $14.00 | $140,000.00 |
DisclosureSEC source: 0000899243-17-007402 · doc4.xml · nonDerivative · entry 1 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| March 08, 2017 Filed Mar 8, 2017 20:38 UTC | YADKIN FINANCIAL Corp YDKN · Entity 176926 | Exercise / conversionCommon Stock | 1,091 | $15.92 | $17,368.72 |
DisclosureSEC source: 0001366367-17-000023 · wf-form4_148902350239056.xml · nonDerivative · entry 2 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lerner Family Irrevocable Trust Disclosed balance after: 12,520 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 |
| March 08, 2017 Filed Mar 8, 2017 20:38 UTC | YADKIN FINANCIAL Corp YDKN · Entity 176926 | Exercise / conversionCommon Stock | 38,028 | $15.92 | $605,405.76 |
DisclosureSEC source: 0001366367-17-000023 · wf-form4_148902350239056.xml · nonDerivative · entry 1 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,548 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 |
| March 08, 2017 Filed Apr 17, 2017 16:37 UTC Amendment | YADKIN FINANCIAL Corp YDKN · Entity 176926 | Exercise / conversionCommon Stock | 1,091 | $34.38 | $37,508.58 |
DisclosureSEC source: 0001366367-17-000047 · wf-form4a_149246142552611.xml · nonDerivative · entry 2 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lerner Family Irrevocable Trust Disclosed balance after: 12,520 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 |
| March 08, 2017 Filed Apr 17, 2017 16:37 UTC Amendment | YADKIN FINANCIAL Corp YDKN · Entity 176926 | Exercise / conversionCommon Stock | 38,028 | $34.38 | $1,307,402.64 |
DisclosureSEC source: 0001366367-17-000047 · wf-form4a_149246142552611.xml · nonDerivative · entry 1 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,548 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 |
| January 13, 2017 Filed Jan 13, 2017 15:39 UTC | YADKIN FINANCIAL Corp YDKN · Entity 176926 | SaleCommon Stock | 10,000 | $34.35 | $343,500.00 |
DisclosureSEC source: 0001366367-17-000004 · wf-form4_148433997851099.xml · nonDerivative · entry 2 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lerner Family Irrevocable Trust Disclosed balance after: 11,429 Read SEC document |
| January 13, 2017 Filed Jan 13, 2017 15:39 UTC | YADKIN FINANCIAL Corp YDKN · Entity 176926 | SaleCommon Stock | 5,000 | $34.35 | $171,750.00 |
DisclosureSEC source: 0001366367-17-000004 · wf-form4_148433997851099.xml · nonDerivative · entry 1 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,520 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 09:02 UTC | YADKIN FINANCIAL Corp YDKN · Entity 176926 | SaleCommon Stock | 10,000 | $33.58 | $335,800.00 |
DisclosureSEC source: 0001366367-16-000176 · wf-form4_148181055965147.xml · nonDerivative · entry 2 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lerner Family Irrevocable Trust Disclosed balance after: 21,429 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 09:02 UTC | YADKIN FINANCIAL Corp YDKN · Entity 176926 | SaleCommon Stock | 5,000 | $33.58 | $167,900.00 |
DisclosureSEC source: 0001366367-16-000176 · wf-form4_148181055965147.xml · nonDerivative · entry 1 Lerner Steven J. · CIK 0001537264 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,520 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.