Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSC INCOME FUND, INC.NONE · Entity 5377 | EVP, COO and SMD | January 30, 2025 | January 30, 2025 |
| Main Street Capital CORPMAIN · Entity 2159 | EVP AND COO | August 21, 2026 | August 24, 2026 |
| QUANTA SERVICES, INC.PWR · Entity 2928 | EVP - Finance | March 08, 2019 | March 11, 2019 |
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.
MSC INCOME FUND, INC.
Report date January 30, 2025 · Filed January 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2025-01-30 transaction · row 1
1 source rowRow 1 · 2025-01-30 · Purchase · Acquired 10,000 · Balance 10,000 |
Main Street Capital CORP
Report date August 21, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 232,568.4258 |
Reported balance
After 2026-08-21 transaction · row 1
1 source rowRow 1 · 2026-08-21 · Sale · Disposed 35,000 · Balance 232,568.4258 F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.33 to $58.74, inclusive. The reporting person undertakes to provide to Main Street Capital Corporation, any of its security holders 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 in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.33 to $58.74, inclusive. The reporting person undertakes to provide to Main Street Capital Corporation, any of its security holders 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 in this footnote.
QUANTA SERVICES, INC.
Report date March 08, 2019 · Filed March 11, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,665 |
Reported balance
After 2019-03-08 transaction · row 1
1 source rowRow 1 · 2019-03-08 · Grant · Acquired 8,103 · Balance 70,665 F1: These shares represent restricted stock units that may be settled solely by the issuance of an equal number of shares of common stock of the Company and remain subject to vesting based on the passage of time and continued employment. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units that may be settled solely by the issuance of an equal number of shares of common stock of the Company and remain subject to vesting based on the passage of time and continued employment.
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 |
|---|---|---|---|---|---|---|
| July 29, 2019 Filed Jul 31, 2019 21:01 UTC | Main Street Capital CORP MAIN · Entity 2159 | GrantCommon Stock | 35,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-001688 · primary_01.xml · nonDerivative · entry 1 Morris Jesse E · CIK 0001596070 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,001 F1 · kind: Shares issued under the Main Street Capital Corporation 2015 Equity and Incentive Plan. The Shares vest in four equal installments on April 1, 2020 and the next three anniversaries thereof, in each case subject to continued employed through each applicable vesting date. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 22:37 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | GrantCommon Stock | 8,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001050915-19-000032 · wf-form4_155234382161224.xml · nonDerivative · entry 1 Morris Jesse E · CIK 0001596070 · EVP - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,665 F1 · shares: These shares represent restricted stock units that may be settled solely by the issuance of an equal number of shares of common stock of the Company and remain subject to vesting based on the passage of time and continued employment. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:42 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | Tax withholdingCommon Stock | 6,554 | $35.97 | $235,747.38 |
DisclosureSEC source: 0001050915-19-000025 · wf-form4_155174292785128.xml · nonDerivative · entry 2 Morris Jesse E · CIK 0001596070 · EVP - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,562 F2 · shares: These shares were withheld to cover taxes associated with the vest of performance units and restricted stock units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:42 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | GrantCommon Stock | 12,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001050915-19-000025 · wf-form4_155174292785128.xml · nonDerivative · entry 1 Morris Jesse E · CIK 0001596070 · EVP - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,116 F1 · shares: These shares represent the acquisition of common stock resulting from the vesting of earned performance units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:55 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | Tax withholdingCommon Stock | 951 | $35.04 | $33,323.04 |
DisclosureSEC source: 0001050915-18-000013 · wf-form4_152003129189715.xml · nonDerivative · entry 4 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,930 F4 · shares: These shares were withheld to cover taxes associated with the vest of performance units and restricted stock units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:55 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | GrantCommon Stock | 8,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001050915-18-000013 · wf-form4_152003129189715.xml · nonDerivative · entry 3 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,881 F3 · shares: These shares represent restricted stock units that may be settled solely by the issuance of an equal number of shares of common stock of the Company and remain subject to vesting based on the passage of time and continued employment. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:55 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | GrantCommon Stock | 7,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001050915-18-000013 · wf-form4_152003129189715.xml · nonDerivative · entry 2 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,711 F2 · shares: These shares represent restricted stock units that may be settled solely by the issuance of an equal number of shares of common stock of the Company. Achievement of the performance condition associated with these restricted stock units was certified by the Company's Compensation Committee as of the date in Column 2. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:55 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | GrantCommon Stock | 6,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001050915-18-000013 · wf-form4_152003129189715.xml · nonDerivative · entry 1 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,004 F1 · shares: These shares represent the acquisition of common stock resulting from the vesting of earned performance units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:20 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | Tax withholdingCommon Stock | 48 | $38.13 | $1,830.24 |
DisclosureSEC source: 0001596070-17-000003 · wf-form4_148849681939198.xml · nonDerivative · entry 6 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,906 F1 · shares: These shares were withheld to cover taxes associated with the vest of restricted stock units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:20 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | Tax withholdingCommon Stock | 30 | $38.13 | $1,143.90 |
DisclosureSEC source: 0001596070-17-000003 · wf-form4_148849681939198.xml · nonDerivative · entry 5 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,954 F1 · shares: These shares were withheld to cover taxes associated with the vest of restricted stock units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:20 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | Tax withholdingCommon Stock | 94 | $38.13 | $3,584.22 |
DisclosureSEC source: 0001596070-17-000003 · wf-form4_148849681939198.xml · nonDerivative · entry 4 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,984 F1 · shares: These shares were withheld to cover taxes associated with the vest of restricted stock units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:20 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | Tax withholdingCommon Stock | 117 | $38.13 | $4,461.21 |
DisclosureSEC source: 0001596070-17-000003 · wf-form4_148849681939198.xml · nonDerivative · entry 3 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,078 F1 · shares: These shares were withheld to cover taxes associated with the vest of restricted stock units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:20 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | Tax withholdingCommon Stock | 364 | $38.13 | $13,879.32 |
DisclosureSEC source: 0001596070-17-000003 · wf-form4_148849681939198.xml · nonDerivative · entry 2 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,195 F1 · shares: These shares were withheld to cover taxes associated with the vest of restricted stock units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:20 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | Tax withholdingCommon Stock | 721 | $38.13 | $27,491.73 |
DisclosureSEC source: 0001596070-17-000003 · wf-form4_148849681939198.xml · nonDerivative · entry 1 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,559 F1 · shares: These shares were withheld to cover taxes associated with the vest of restricted stock units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 23:31 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | Tax withholdingCommon Stock | 1,476 | $37.24 | $54,966.24 |
DisclosureSEC source: 0001596070-17-000002 · wf-form4_148780625845968.xml · nonDerivative · entry 3 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,280 F3 · shares: These shares were withheld to cover taxes associated with the vest of performance units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 23:31 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | GrantCommon Stock | 5,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001596070-17-000002 · wf-form4_148780625845968.xml · nonDerivative · entry 2 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,756 F2 · shares: These shares represent the acquisition of common stock resulting from the vesting of earned performance units issued under the Company's 2011 Omnibus Equity Incentive Plan. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 23:31 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | GrantCommon Stock | 7,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001596070-17-000002 · wf-form4_148780625845968.xml · nonDerivative · entry 1 Morris Jesse E · CIK 0001596070 · Exec VP - Corp Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,658 F1 · shares: These shares represent restricted stock units that may be settled solely by the issuance of an equal number of shares of common stock and that vest over time. Achievement of the performance condition associated with these restricted stock units was certified by the Company's Compensation Committee as of the date in Column 2. 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.