Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLEGRO MICROSYSTEMS, INC.ALGM · Entity 3746 | Director | May 14, 2026 | May 15, 2026 |
| Applied Aerospace & Defense, Inc.AADX · Entity 4449 | Director | June 04, 2026 | June 04, 2026 |
| Crane CoCR · Entity 749 | Director | April 30, 2026 | May 01, 2026 |
| Crane NXT, Co.CR · Entity 4275 | Director | August 05, 2024 | August 05, 2024 |
| ONTO INNOVATION INC.ONTO · Entity 3340 | Director | August 21, 2026 | August 25, 2026 |
| V2X, Inc.VVX · Entity 4368 | SVP, Chief Financial Officer | March 10, 2023 | March 14, 2023 |
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.
ALLEGRO MICROSYSTEMS, INC.
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,805 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Sale · Disposed 16,711 · Balance 12,805 F1: The price reported in Column 4 is a weighted average price. The shares were sold at multiple prices ranging from $45.45 to $45.57. The Reporting Person undertakes to provide to Allegro MicroSystems, Inc. ("ALGM"), any security holder of ALGM, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were sold at multiple prices ranging from $45.45 to $45.57. The Reporting Person undertakes to provide to Allegro MicroSystems, Inc. ("ALGM"), any security holder of ALGM, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
Applied Aerospace & Defense, Inc.
Report date June 04, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,000 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Purchase · Acquired 8,000 · Balance 8,000 F1: The reported securities represent shares of common stock purchased by the reporting person under the directed share program in connection with the Issuer's initial public offering. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent shares of common stock purchased by the reporting person under the directed share program in connection with the Issuer's initial public offering.
Crane Co
Report date April 30, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 370 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Purchase · Acquired 150 · Balance 370 |
Crane NXT, Co.
Report date August 05, 2024 · Filed August 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70 |
Reported balance
Holding disclosure · report date 2024-08-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 70 |
ONTO INNOVATION INC.
Report date August 21, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,684 |
Reported balance
After 2026-08-21 transaction · row 1
1 source rowRow 1 · 2026-08-21 · Sale · Disposed 1,000 · Balance 2,684 F1: The stock sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 22, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 22, 2026.
V2X, Inc.
Report date March 10, 2023 · Filed March 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| V2X, Inc. Common StockSEC Table I · non-derivative | Direct | 10,760 |
Ending reported balance
After 2023-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-10 · Exercise / conversion · Acquired 2,771 · Balance 11,595 F1: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. Row 2 · 2023-03-10 · Tax withholding · Disposed 835 · Balance 10,760 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,542 |
Reported balance
After 2023-03-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-10 · Exercise / conversion · Disposed 2,771 · Balance 5,542 F1: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. F2: These RSUs were previously awarded on March 10, 2022, and vest in three equal annual installments beginning on March 10, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,155 |
Reported balance
After 2023-03-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-03-10 · Grant · Acquired 10,155 · Balance 10,155 F1: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. F3: The awarded RSUs will vest in three equal annual installments beginning on March 10, 2024. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,314 |
Reported balance
After 2023-03-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-03-10 · Grant · Acquired 12,314 · Balance 12,314 F4: These performance stock units ("PSUs") convert to V2X, Inc. common stock on a one-for-one basis. F5: Up to 80% of the target amount of PSUs reported herein will vest upon the achievement of certain stock price conditions during the performance period ending on December 31, 2025. In addition, 100% of such target amount will vest upon achievement of such stock price and other performance conditions during such period. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis.
F2: These RSUs were previously awarded on March 10, 2022, and vest in three equal annual installments beginning on March 10, 2023.
F3: The awarded RSUs will vest in three equal annual installments beginning on March 10, 2024.
F4: These performance stock units ("PSUs") convert to V2X, Inc. common stock on a one-for-one basis.
F5: Up to 80% of the target amount of PSUs reported herein will vest upon the achievement of certain stock price conditions during the performance period ending on December 31, 2025. In addition, 100% of such target amount will vest upon achievement of such stock price and other performance conditions during such period.
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 10, 2020 Filed Aug 12, 2020 23:23 UTC | V2X, Inc. VEC · Entity 4368 | Tax withholdingVectrus, Inc. Common Stock | 520 | $50.28 | $26,145.60 |
DisclosureSEC source: 0001601548-20-000127 · wf-form4_159727461727118.xml · nonDerivative · entry 2 Lynch Susan D · CIK 0001784973 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,256 Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 23:23 UTC | V2X, Inc. VEC · Entity 4368 | Exercise / conversionVectrus, Inc. Common Stock | 1,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001601548-20-000127 · wf-form4_159727461727118.xml · nonDerivative · entry 1 Lynch Susan D · CIK 0001784973 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,776 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. F1 · price: These restricted stock units ("RSUs") convert to Vectrus, Inc. common stock on a one-for-one basis. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 23:44 UTC | V2X, Inc. VEC · Entity 4368 | GrantRestricted Stock Units · Derivative | 4,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001601548-20-000044 · wf-form4_158379743907531.xml · derivative · entry 1 Lynch Susan D · CIK 0001784973 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,241 Underlying: Vectrus, Inc. Common Stock · 4,241 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units ("RSUs") convert to Vectrus, Inc. common stock on a one-for-one basis. F2 · derivative.exercise_date: The awarded RSUs will vest in three equal annual installments beginning on March 5, 2021. F2 · derivative.expiration_date: The awarded RSUs will vest in three equal annual installments beginning on March 5, 2021. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 20:21 UTC | V2X, Inc. VEC · Entity 4368 | GrantRestricted Stock Units · Derivative | 5,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001601548-19-000135 · wf-form4_156564127795893.xml · derivative · entry 1 Lynch Susan D · CIK 0001784973 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,176 Underlying: Vectrus, Inc. Common Stock · 5,176 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Vectrus, Inc. common stock. F2 · derivative.exercise_date: The awarded RSUs will vest in three equal annual installments beginning on August 8, 2020. F2 · derivative.expiration_date: The awarded RSUs will vest in three equal annual installments beginning on August 8, 2020. 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.