Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GCM Grosvenor Inc.GCMG · Entity 2006 | Chief Investment Officer | August 15, 2026 | August 18, 2026 |
| Hedge Fund Guided Portfolio SolutionNone · Entity 73581 | Adviser Investment Comm Member | June 19, 2018 | June 22, 2018 |
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.
GCM Grosvenor Inc.
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 813,189 |
Ending reported balance
After 2026-08-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-15 · Exercise / conversion · Acquired 60,870 · Balance 837,142 F1: Represents restricted stock units ("RSUs") that were granted under the Issuer's Amended and Restated 2020 Incentive Award Plan on March 1, 2026, and vested in full on August 15, 2026. Shares of Class A common stock of the Issuer were delivered to the Reporting Person in settlement of vested RSUs on August 15, 2026. F2: Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer. Row 2 · 2026-08-15 · Tax withholding · Disposed 23,953 · Balance 813,189 F3: Represents shares of Class A common stock that have been withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of RSUs that vested on August 15, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-15 · Exercise / conversion · Disposed 60,870 · Balance 0 F2: Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer. F1: Represents restricted stock units ("RSUs") that were granted under the Issuer's Amended and Restated 2020 Incentive Award Plan on March 1, 2026, and vested in full on August 15, 2026. Shares of Class A common stock of the Issuer were delivered to the Reporting Person in settlement of vested RSUs on August 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") that were granted under the Issuer's Amended and Restated 2020 Incentive Award Plan on March 1, 2026, and vested in full on August 15, 2026. Shares of Class A common stock of the Issuer were delivered to the Reporting Person in settlement of vested RSUs on August 15, 2026.
F2: Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer.
F3: Represents shares of Class A common stock that have been withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of RSUs that vested on August 15, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale.
Hedge Fund Guided Portfolio Solution
Report date June 19, 2018 · Filed June 22, 2018
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| March 01, 2021 Filed Mar 2, 2021 22:13 UTC | GCM Grosvenor Inc. GCMG · Entity 2006 | Exercise / conversionRestricted Stock Units · Derivative | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001819796-21-000020 · wf-form4_161472317448016.xml · derivative · entry 3 Pollock Frederick · CIK 0001680611 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Class A Common Stock · 250,000 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Class A Common Stock of the Issuer. F2 · derivative.exercise_date: 250,000 RSUs vested on March 1, 2021 and the remainder will vest in two equal installments on March 1, 2022 and March 1, 2023, respectively. F2 · derivative.expiration_date: 250,000 RSUs vested on March 1, 2021 and the remainder will vest in two equal installments on March 1, 2022 and March 1, 2023, respectively. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 22:13 UTC | GCM Grosvenor Inc. GCMG · Entity 2006 | GrantRestricted Stock Units · Derivative | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001819796-21-000020 · wf-form4_161472317448016.xml · derivative · entry 2 Pollock Frederick · CIK 0001680611 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,000 Underlying: Class A Common Stock · 750,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Class A Common Stock of the Issuer. F2 · derivative.exercise_date: 250,000 RSUs vested on March 1, 2021 and the remainder will vest in two equal installments on March 1, 2022 and March 1, 2023, respectively. F2 · derivative.expiration_date: 250,000 RSUs vested on March 1, 2021 and the remainder will vest in two equal installments on March 1, 2022 and March 1, 2023, respectively. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 22:13 UTC | GCM Grosvenor Inc. GCMG · Entity 2006 | Exercise / conversionClass A Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001819796-21-000020 · wf-form4_161472317448016.xml · nonDerivative · entry 1 Pollock Frederick · CIK 0001680611 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 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. 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.