Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Concentrix CorpCNXC · Entity 4519 | Director | March 25, 2026 | March 27, 2026 |
| TD SYNNEX CORPSNX · Entity 8882 | Director · Chair, Hyve Solutions | October 15, 2026 | October 15, 2026 |
| Terreno Realty CorpTRNO · Entity 3691 | Director | February 11, 2025 | February 13, 2025 |
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.
Concentrix Corp
Report date March 25, 2026 · Filed March 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,924 |
Reported balance
After 2026-03-25 transaction · row 1
1 source rowRow 1 · 2026-03-25 · Grant · Acquired 7,701 · Balance 28,924 F1: Represents shares of restricted stock units awarded under the 2020 Stock Incentive Plan. The restricted stock units vest in full on the earlier of (x) the one-year anniversary of the date of grant and (y) the date of the Issuer's 2027 Annual Meeting of Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock units awarded under the 2020 Stock Incentive Plan. The restricted stock units vest in full on the earlier of (x) the one-year anniversary of the date of grant and (y) the date of the Issuer's 2027 Annual Meeting of Stockholders.
TD SYNNEX CORP
Report date October 15, 2026 · Filed October 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 68,847 |
Reported balance
After 2026-10-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-15 · Sale · Disposed 300 · Balance 68,847 F1: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 16, 2026, on behalf of the Polk Family Trust of which the reporting person is a trustee. F2: Represents the weighted average sales price for a number of transactions effected at prices ranging from $249.46 to $249.69. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 68,247 |
Reported balance
After 2026-10-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-10-15 · Sale · Disposed 600 · Balance 68,247 F1: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 16, 2026, on behalf of the Polk Family Trust of which the reporting person is a trustee. F3: Represents the weighted average sales price for a number of transactions effected at prices ranging from $250.37 to $250.66. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 67,599 |
Reported balance
After 2026-10-15 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-10-15 · Sale · Disposed 648 · Balance 67,599 F1: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 16, 2026, on behalf of the Polk Family Trust of which the reporting person is a trustee. F4: Represents the weighted average sales price for a number of transactions effected at prices ranging from $251.46 to $251.87. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 67,147 |
Reported balance
After 2026-10-15 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-10-15 · Sale · Disposed 452 · Balance 67,147 F1: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 16, 2026, on behalf of the Polk Family Trust of which the reporting person is a trustee. F5: Represents the weighted average sales price for a number of transactions effected at prices ranging from $252.25 to $252.64. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 66,947 |
Reported balance
After 2026-10-15 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-10-15 · Sale · Disposed 200 · Balance 66,947 F1: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 16, 2026, on behalf of the Polk Family Trust of which the reporting person is a trustee. F6: Represents the weighted average sales price for a number of transactions effected at prices ranging from $253.33 to $253.63. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 66,652 |
Reported balance
After 2026-10-15 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-10-15 · Sale · Disposed 295 · Balance 66,652 F1: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 16, 2026, on behalf of the Polk Family Trust of which the reporting person is a trustee. F7: Represents the weighted average sales price for a number of transactions effected at prices ranging from $254.34 to $254.85. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 66,647 |
Reported balance
After 2026-10-15 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2026-10-15 · Sale · Disposed 5 · Balance 66,647 F1: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 16, 2026, on behalf of the Polk Family Trust of which the reporting person is a trustee. |
| Common StockSEC Table I · non-derivative | Direct | 20,463 |
Reported balance
Holding disclosure · report date 2026-10-15 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 20,463 |
Filing footnotes · ownership attribution and instrument terms
F1: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 16, 2026, on behalf of the Polk Family Trust of which the reporting person is a trustee.
F2: Represents the weighted average sales price for a number of transactions effected at prices ranging from $249.46 to $249.69. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range.
F3: Represents the weighted average sales price for a number of transactions effected at prices ranging from $250.37 to $250.66. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range.
F4: Represents the weighted average sales price for a number of transactions effected at prices ranging from $251.46 to $251.87. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range.
F5: Represents the weighted average sales price for a number of transactions effected at prices ranging from $252.25 to $252.64. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range.
F6: Represents the weighted average sales price for a number of transactions effected at prices ranging from $253.33 to $253.63. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range.
F7: Represents the weighted average sales price for a number of transactions effected at prices ranging from $254.34 to $254.85. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range.
Terreno Realty Corp
Report date February 11, 2025 · Filed February 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 46,634 |
Reported balance
After 2025-02-11 transaction · row 1
1 source rowRow 1 · 2025-02-11 · Sale · Disposed 9,703 · Balance 46,634 |
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 |
|---|---|---|---|---|---|---|
| September 01, 2016 Filed Sep 6, 2016 18:44 UTC | TD SYNNEX CORP SNX · Entity 8882 | SaleCommon Stock | 100 | $106.05 | $10,605.00 |
DisclosureSEC source: 0001127602-16-061889 · form4.xml · nonDerivative · entry 5 POLK DENNIS · CIK 0001270710 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,097 F1 · kind: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 20, 2015. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 18:44 UTC | TD SYNNEX CORP SNX · Entity 8882 | SaleCommon Stock | 100 | $106.13 | $10,613.00 |
DisclosureSEC source: 0001127602-16-061889 · form4.xml · nonDerivative · entry 4 POLK DENNIS · CIK 0001270710 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,197 F1 · kind: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 20, 2015. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 18:44 UTC | TD SYNNEX CORP SNX · Entity 8882 | SaleCommon Stock | 100 | $106.17 | $10,617.00 |
DisclosureSEC source: 0001127602-16-061889 · form4.xml · nonDerivative · entry 3 POLK DENNIS · CIK 0001270710 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,297 F1 · kind: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 20, 2015. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 18:44 UTC | TD SYNNEX CORP SNX · Entity 8882 | SaleCommon Stock | 200 | $106.19 | $21,238.00 |
DisclosureSEC source: 0001127602-16-061889 · form4.xml · nonDerivative · entry 2 POLK DENNIS · CIK 0001270710 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,397 F1 · kind: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 20, 2015. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 18:44 UTC | TD SYNNEX CORP SNX · Entity 8882 | SaleCommon Stock | 100 | $106.53 | $10,653.00 |
DisclosureSEC source: 0001127602-16-061889 · form4.xml · nonDerivative · entry 1 POLK DENNIS · CIK 0001270710 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,597 F1 · kind: These sales were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 20, 2015. 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.