Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arcosa, Inc.ACA · Entity 3697 | Director | May 13, 2026 | May 14, 2026 |
| COMMERCIAL METALS CoCMC · Entity 8783 | Director | October 23, 2017 | October 25, 2017 |
| KENNAMETAL INCKMT · Entity 1346 | Director | August 14, 2026 | August 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.PNC · Entity 2924 | Director | April 22, 2026 | April 24, 2026 |
| Trinseo PLCTSE · Entity 8671 | Director | May 12, 2026 | May 14, 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.
Arcosa, Inc.
Report date May 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,931 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 1,087 · Balance 19,931 |
COMMERCIAL METALS Co
Report date October 23, 2017 · Filed October 25, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,170,459 |
Ending reported balance
After 2017-10-23 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2017-10-23 · Grant · Acquired 173,979 · Balance 1,159,041 F1: Represents the settlement of previously reported performance shares granted on October 27, 2014. The performance shares vested above target. Row 2 · 2017-10-23 · Grant · Acquired 89,604 · Balance 1,248,645 Row 3 · 2017-10-23 · Grant · Acquired 55,794 · Balance 1,304,439 Row 4 · 2017-10-23 · Tax withholding · Disposed 72,985 · Balance 1,231,454 Row 5 · 2017-10-23 · Tax withholding · Disposed 37,589 · Balance 1,193,865 Row 6 · 2017-10-23 · Tax withholding · Disposed 23,406 · Balance 1,170,459 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the settlement of previously reported performance shares granted on October 27, 2014. The performance shares vested above target.
KENNAMETAL INC
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,256.843 |
Last balance in matching sequence
After 2026-08-14 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-14 · Exercise / conversion · Acquired 6,092 · Balance 36,442.843 F1: Includes 746.703 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities and Exchange Act of 1934, as amended, since the reporting person's last Form 4 filing Row 2 · 2026-08-14 · Tax withholding · Disposed 186 · Balance 36,256.843 F1: Includes 746.703 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities and Exchange Act of 1934, as amended, since the reporting person's last Form 4 filing |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-14 · Exercise / conversion · Disposed 1,860 · Balance 0 F2: 1 for 1 F3: Restricted stock units are subject to time-based vesting and are disbursed in three equal installments commencing on the first anniversary date of the grant |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,934 |
Reported balance
After 2026-08-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-14 · Exercise / conversion · Disposed 1,933 · Balance 1,934 F2: 1 for 1 F3: Restricted stock units are subject to time-based vesting and are disbursed in three equal installments commencing on the first anniversary date of the grant |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,599 |
Reported balance
After 2026-08-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-14 · Exercise / conversion · Disposed 2,299 · Balance 4,599 F2: 1 for 1 F3: Restricted stock units are subject to time-based vesting and are disbursed in three equal installments commencing on the first anniversary date of the grant |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,965 |
Reported balance
After 2026-08-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-15 · Grant · Acquired 4,965 · Balance 4,965 F2: 1 for 1 F3: Restricted stock units are subject to time-based vesting and are disbursed in three equal installments commencing on the first anniversary date of the grant |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 746.703 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities and Exchange Act of 1934, as amended, since the reporting person's last Form 4 filing
F2: 1 for 1
F3: Restricted stock units are subject to time-based vesting and are disbursed in three equal installments commencing on the first anniversary date of the grant
PNC FINANCIAL SERVICES GROUP, INC.
Report date April 22, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 9,691 |
Reported balance
After 2026-04-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-22 · Grant · Acquired 844 · Balance 9,691 F1: Deferred stock units ("DSUs") granted pursuant to the PNC Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement one share of The PNC Financial Services Group, Inc. ("PNC") common stock, or in limited circumstances cash equal to the fair market value of one share of PNC common stock on the payment determination date, pursuant to the terms of the Program. F2: Includes DSUs acquired by the reporting person as dividend equivalents under the Program in transactions exempt from reporting that occurred after the date of the reporting person's most recent filing on Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock units ("DSUs") granted pursuant to the PNC Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement one share of The PNC Financial Services Group, Inc. ("PNC") common stock, or in limited circumstances cash equal to the fair market value of one share of PNC common stock on the payment determination date, pursuant to the terms of the Program.
F2: Includes DSUs acquired by the reporting person as dividend equivalents under the Program in transactions exempt from reporting that occurred after the date of the reporting person's most recent filing on Form 4.
Trinseo PLC
Report date May 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 52,187 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Other · Disposed 42,484 · Balance 52,187 F1: Reflects a voluntary forfeiture by the Reporting Person of restricted stock units ("RSUs") that were previously granted on June 25, 2025. At the time of forfeiture, the RSU award was not vested or settled, in full or in part. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a voluntary forfeiture by the Reporting Person of restricted stock units ("RSUs") that were previously granted on June 25, 2025. At the time of forfeiture, the RSU award was not vested or settled, in full or in part.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Spectra Energy Corp.
Report date February 27, 2017 · Filed February 28, 2017
Section 16 reporting ended · disclosed 2017-02-28. 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 2017-02-27 transaction · row 1
1 source rowRow 1 · 2017-02-27 · Disposition to issuer · Disposed 23,346 · Balance 0 F1: Includes shares acquired pursuant to dividend reinvestment. F2: At the effective time of the Merger, each issued and outstanding share of the common stock of the Issuer was converted into the right to receive 0.984 of an Enbridge common share, with cash paid in lieu of fractional shares, in accordance with the Merger Agreement (the "Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired pursuant to dividend reinvestment.
F2: At the effective time of the Merger, each issued and outstanding share of the common stock of the Issuer was converted into the right to receive 0.984 of an Enbridge common share, with cash paid in lieu of fractional shares, in accordance with the Merger Agreement (the "Merger Consideration").
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 |
|---|---|---|---|---|---|---|
| October 23, 2017 Filed Oct 25, 2017 21:14 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 37,589 | $21.61 | $812,298.29 |
DisclosureSEC source: 0001246360-17-002946 · form.xml · nonDerivative · entry 5 ALVARADO JOSEPH · CIK 0001047461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,193,865 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 21:14 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 72,985 | $21.61 | $1,577,205.85 |
DisclosureSEC source: 0001246360-17-002946 · form.xml · nonDerivative · entry 4 ALVARADO JOSEPH · CIK 0001047461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231,454 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 21:14 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | GrantCommon Stock | 55,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002946 · form.xml · nonDerivative · entry 3 ALVARADO JOSEPH · CIK 0001047461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,304,439 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 21:14 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | GrantCommon Stock | 89,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002946 · form.xml · nonDerivative · entry 2 ALVARADO JOSEPH · CIK 0001047461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,248,645 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 21:14 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | GrantCommon Stock | 173,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002946 · form.xml · nonDerivative · entry 1 ALVARADO JOSEPH · CIK 0001047461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,159,041 F1 · shares: Represents the settlement of previously reported performance shares granted on October 27, 2014. The performance shares vested above target. Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 20:46 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | GrantCommon Stock | 251,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001565739-17-000081 · edgardoc.xml · nonDerivative · entry 1 ALVARADO JOSEPH · CIK 0001047461 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 985,062 F1 · shares: On August 31, 2017, the reporting person was granted an award of restricted stock units, vesting on a 1:1 basis solely in common stock on the third anniversary of the grant date. Read SEC document |
| June 22, 2017 Filed Jun 23, 2017 21:55 UTC | Trinseo PLC TSE · Entity 8671 | GrantOrdinary Shares | 1,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-009534 · edgar.xml · nonDerivative · entry 1 ALVARADO JOSEPH · CIK 0001047461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,807 F1 · shares: Represents ordinary shares issuable pursuant to a restricted stock unit award that will vest in full on the first anniversary of the grant date. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 23:45 UTC | Spectra Energy Corp. SE · Entity 178342 | Disposition to issuerCommon Stock | 23,346 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-005626 · doc4.xml · nonDerivative · entry 1 ALVARADO JOSEPH · CIK 0001047461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes shares acquired pursuant to dividend reinvestment. F2 · price: At the effective time of the Merger, each issued and outstanding share of the common stock of the Issuer was converted into the right to receive 0.984 of an Enbridge common share, with cash paid in lieu of fractional shares, in accordance with the Merger Agreement (the "Merger Consideration"). Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 21:03 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | SaleCommon Stock | 50,000 | $20.02 | $1,001,140.00 |
DisclosureSEC source: 0001565739-16-000364 · edgardoc.xml · nonDerivative · entry 1 ALVARADO JOSEPH · CIK 0001047461 · Director · CHAIRMAN OF THE BOARD, PR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733,606 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on July 26, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20 to $20.11, inclusive. The reporting person undertakes to provide to CMC, any security holder of CMC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the footnote to this Form 4. Read SEC document |
| October 27, 2016 Filed Oct 28, 2016 21:56 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 19,497 | $15.82 | $308,442.54 |
DisclosureSEC source: 0001565739-16-000348 · edgardoc.xml · nonDerivative · entry 2 ALVARADO JOSEPH · CIK 0001047461 · Director · CHAIRMAN OF THE BOARD, PR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 783,606 Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 21:56 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 20,467 | $16.45 | $336,682.15 |
DisclosureSEC source: 0001565739-16-000348 · edgardoc.xml · nonDerivative · entry 1 ALVARADO JOSEPH · CIK 0001047461 · Director · CHAIRMAN OF THE BOARD, PR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803,103 Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 21:46 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | GrantCommon Stock | 152,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001565739-16-000329 · edgardoc.xml · nonDerivative · entry 4 ALVARADO JOSEPH · CIK 0001047461 · Director · CHAIRMAN OF THE BOARD, PR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 823,570 F2 · price: On October 24, 2016, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 21:46 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 61,129 | $16.40 | $1,002,515.60 |
DisclosureSEC source: 0001565739-16-000329 · edgardoc.xml · nonDerivative · entry 3 ALVARADO JOSEPH · CIK 0001047461 · Director · CHAIRMAN OF THE BOARD, PR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671,131 Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 21:46 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | GrantCommon Stock | 144,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001565739-16-000329 · edgardoc.xml · nonDerivative · entry 2 ALVARADO JOSEPH · CIK 0001047461 · Director · CHAIRMAN OF THE BOARD, PR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732,260 F1 · price: Represents the settlement of previously reported performance shares granted on October 22, 2013. The performance shares vested above target. Read SEC document |
| October 22, 2016 Filed Oct 26, 2016 21:46 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 16,824 | $16.40 | $275,913.60 |
DisclosureSEC source: 0001565739-16-000329 · edgardoc.xml · nonDerivative · entry 1 ALVARADO JOSEPH · CIK 0001047461 · Director · CHAIRMAN OF THE BOARD, PR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587,918 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.