Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lumentum Holdings Inc.LITE · Entity 2957 | Director | June 26, 2025 | June 27, 2025 |
| MODINE MANUFACTURING COMOD · Entity 3547 | Director | August 20, 2026 | August 21, 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.
Lumentum Holdings Inc.
Report date June 26, 2025 · Filed June 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 230,471 |
Reported balance
After 2025-06-26 transaction · row 1
1 source rowRow 1 · 2025-06-26 · Sale · Disposed 20,000 · Balance 230,471 F1: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2024.
MODINE MANUFACTURING CO
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 2,064 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 812 · Balance 2,064 F1: This is an award of restricted stock units. Each restricted stock unit represents a right to receive one share of MOD common stock on the one year anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: This is an award of restricted stock units. Each restricted stock unit represents a right to receive one share of MOD common stock on the one year anniversary of the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Qorvo, Inc.
Report date October 05, 2026 · Filed October 05, 2026
Section 16 reporting ended · disclosed 2026-10-05. 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 |
Reported balance
After 2026-10-05 transaction · row 1
1 source rowRow 1 · 2026-10-05 · Disposition to issuer · Disposed 7,233 · Balance 0 F1: On October 5, 2026, Qorvo, Inc. ("Qorvo") and Skyworks Solutions, Inc. ("Skyworks") completed the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2025, by and among Qorvo, Skyworks, Comet Acquisition Corp. ("Merger Sub I") and Comet Acquisition II, LLC ("Merger Sub II") (the "Mergers"). F2: Pursuant to the terms of the Merger Agreement, (i) each share of Qorvo common stock held by the Reporting Person that was outstanding immediately prior to the Effective Time (as defined in the Merger Agreement) was converted into the right to receive (A) 0.960 shares of Skyworks common stock (together with cash in lieu of fractional shares), without interest, and (B) $32.50 in cash, without interest (together, the "Merger Consideration") and (ii) each outstanding restricted stock unit award corresponding to shares of Qorvo common stock held by the Reporting Person was cancelled in consideration for the right to receive (x) the Merger Consideration in respect of each share of Qorvo common stock then subject thereto and (y) an amount in cash equal to all dividend equivalents accrued but unpaid with respect thereto. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 5, 2026, Qorvo, Inc. ("Qorvo") and Skyworks Solutions, Inc. ("Skyworks") completed the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2025, by and among Qorvo, Skyworks, Comet Acquisition Corp. ("Merger Sub I") and Comet Acquisition II, LLC ("Merger Sub II") (the "Mergers").
F2: Pursuant to the terms of the Merger Agreement, (i) each share of Qorvo common stock held by the Reporting Person that was outstanding immediately prior to the Effective Time (as defined in the Merger Agreement) was converted into the right to receive (A) 0.960 shares of Skyworks common stock (together with cash in lieu of fractional shares), without interest, and (B) $32.50 in cash, without interest (together, the "Merger Consideration") and (ii) each outstanding restricted stock unit award corresponding to shares of Qorvo common stock held by the Reporting Person was cancelled in consideration for the right to receive (x) the Merger Consideration in respect of each share of Qorvo common stock then subject thereto and (y) an amount in cash equal to all dividend equivalents accrued but unpaid with respect thereto.
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 |
|---|---|---|---|---|---|---|
| November 20, 2016 Filed Nov 23, 2016 00:17 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Tax withholdingCommon Stock | 1,192 | $42.20 | $50,302.40 |
DisclosureSEC source: 0001633978-16-000136 · wf-form4_147986024177042.xml · nonDerivative · entry 2 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,970 F2 · kind: These shares were retained by the Company in order to meet the tax withholding obligations of the award holder in connection with the vesting of an installment of the restricted stock unit award. The amount retained by the Company was not in excess of the amount of the tax liability. Read SEC document |
| November 20, 2016 Filed Nov 23, 2016 00:17 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Exercise / conversionCommon Stock | 2,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001633978-16-000136 · wf-form4_147986024177042.xml · nonDerivative · entry 1 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,162 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 · kind: Each unit converts upon vesting into one share of common stock. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 00:56 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | SaleCommon Stock | 6,113 | $40.68 | $248,668.28 |
DisclosureSEC source: 0001633978-16-000124 · wf-form4_147943060372645.xml · nonDerivative · entry 3 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,877 F4 · kind: Sale of shares pursuant to 10b5-1 plan dated 5/31/2016. F5 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $40.30 to $40.90. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 15, 2016 Filed Nov 18, 2016 00:56 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Exercise / conversionRestricted Stock Units · Derivative | 12,783 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001633978-16-000124 · wf-form4_147943060372645.xml · derivative · entry 4 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,481 Underlying: Common Stock · 12,783 shares Expires not disclosed 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. F6 · derivative.expiration_date: Restricted Stock Units have no expiration date. Read SEC document |
| November 15, 2016 Filed Nov 18, 2016 00:56 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Tax withholdingCommon Stock | 6,670 | $38.80 | $258,796.00 |
DisclosureSEC source: 0001633978-16-000124 · wf-form4_147943060372645.xml · nonDerivative · entry 2 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,990 F2 · kind: These shares were retained by the Company in order to meet the tax withholding obligations of the award holder in connection with the vesting of an installment of the restricted stock unit award. The amount retained by the Company was not in excess of the amount of the tax liability. F3 · balance_after: Includes 354 shares purchased on November 15, 2016 pursuant to the company's Employee Stock Purchase Plan (ESPP). Read SEC document |
| November 15, 2016 Filed Nov 18, 2016 00:56 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Exercise / conversionCommon Stock | 12,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001633978-16-000124 · wf-form4_147943060372645.xml · nonDerivative · entry 1 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,306 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 · kind: Each unit converts upon vesting into one share of common stock. Read SEC document |
| September 28, 2016 Filed Sep 28, 2016 22:52 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | SaleCommon Stock | 4,351 | $41.82 | $181,951.86 |
DisclosureSEC source: 0001633978-16-000102 · wf-form4_147510315136698.xml · nonDerivative · entry 5 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,523 F3 · kind: Sale of shares pursuant to 10b5-1 plan dated 5/31/2016. F4 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $41.63 to $42.04. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 25, 2016 Filed Sep 28, 2016 22:52 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Exercise / conversionPerformance Stock Units · Derivative | 9,098 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001633978-16-000102 · wf-form4_147510315136698.xml · derivative · entry 7 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,098 Underlying: Common Stock · 9,098 shares Expires not disclosed 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. F5 · derivative.expiration_date: Restricted Stock Units have no expiration date. Read SEC document |
| September 25, 2016 Filed Sep 28, 2016 22:52 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Exercise / conversionPerformance Stock Units · Derivative | 10,918 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001633978-16-000102 · wf-form4_147510315136698.xml · derivative · entry 6 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,918 shares Expires not disclosed 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. F5 · derivative.expiration_date: Restricted Stock Units have no expiration date. Read SEC document |
| September 25, 2016 Filed Sep 28, 2016 22:52 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Tax withholdingCommon Stock | 4,747 | $40.97 | $194,484.59 |
DisclosureSEC source: 0001633978-16-000102 · wf-form4_147510315136698.xml · nonDerivative · entry 4 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,874 F2 · kind: These shares were retained by the Company in order to meet the tax withholding obligations of the award holder in connection with the vesting of an installment of the restricted stock unit award. The amount retained by the Company was not in excess of the amount of the tax liability. Read SEC document |
| September 25, 2016 Filed Sep 28, 2016 22:52 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Exercise / conversionCommon Stock | 9,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001633978-16-000102 · wf-form4_147510315136698.xml · nonDerivative · entry 3 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,621 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 · kind: Each unit converts upon vesting into one share of common stock. Read SEC document |
| September 25, 2016 Filed Sep 28, 2016 22:52 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Tax withholdingCommon Stock | 5,697 | $40.97 | $233,406.09 |
DisclosureSEC source: 0001633978-16-000102 · wf-form4_147510315136698.xml · nonDerivative · entry 2 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,523 F2 · kind: These shares were retained by the Company in order to meet the tax withholding obligations of the award holder in connection with the vesting of an installment of the restricted stock unit award. The amount retained by the Company was not in excess of the amount of the tax liability. Read SEC document |
| September 25, 2016 Filed Sep 28, 2016 22:52 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Exercise / conversionCommon Stock | 10,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001633978-16-000102 · wf-form4_147510315136698.xml · nonDerivative · entry 1 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,220 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 · kind: Each unit converts upon vesting into one share of common stock. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 00:02 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | SaleCommon Stock | 21,253 | $35.45 | $753,418.85 |
DisclosureSEC source: 0001633978-16-000096 · wf-form4_147320651845463.xml · nonDerivative · entry 2 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 0 F1 · kind: Sale of shares pursuant to 10b5-1 plan dated 5/31/2016. Read SEC document |
| September 01, 2016 Filed Sep 7, 2016 00:02 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | SaleCommon Stock | 2,357 | $35.45 | $83,555.65 |
DisclosureSEC source: 0001633978-16-000096 · wf-form4_147320651845463.xml · nonDerivative · entry 1 LOWE ALAN S · CIK 0001234673 · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 21,253 F1 · kind: Sale of shares pursuant to 10b5-1 plan dated 5/31/2016. 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.