Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fortinet, Inc.FTNT · Entity 2890 | Director | September 30, 2026 | October 02, 2026 |
| GLOBE LIFE INC.GL · Entity 3408 | Director | March 18, 2026 | March 19, 2026 |
| Oklo Inc.OKLO · Entity 593 | Director | June 11, 2026 | June 15, 2026 |
| Toll Brothers, Inc.TOL · Entity 3421 | Director | January 19, 2026 | January 20, 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.
Fortinet, Inc.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 459 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Exercise / conversion · Acquired 459 · Balance 459 F1: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on August 12, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,377 |
Reported balance
After 2026-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-30 · Exercise / conversion · Disposed 459 · Balance 1,377 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement. F1: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on August 12, 2026. F3: The RSUs will vest in substantially equal increments on each of September 30, 2026, December 31, 2026, March 31, 2027, and the earlier of (i) June 30, 2027 and (ii) the date immediately preceding the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's provision of services to the Issuer on each vesting date. Shares of the Issuer's Common Stock will be delivered to the Reporting Person following vesting. F4: RSUs do not expire; they either vest or are canceled prior to vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on August 12, 2026.
F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement.
F3: The RSUs will vest in substantially equal increments on each of September 30, 2026, December 31, 2026, March 31, 2027, and the earlier of (i) June 30, 2027 and (ii) the date immediately preceding the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's provision of services to the Issuer on each vesting date. Shares of the Issuer's Common Stock will be delivered to the Reporting Person following vesting.
F4: RSUs do not expire; they either vest or are canceled prior to vest date.
GLOBE LIFE INC.
Report date March 18, 2026 · Filed March 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $137.62 · Expires 2033-03-18 | Direct | 6,433 |
Reported balance
After 2026-03-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-18 · Grant · Acquired 6,433 · Balance 6,433 |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectNot Applicable | 0 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 0 |
Oklo Inc.
Report date June 11, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,912 |
Reported balance
After 2026-06-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 3,213 · Balance 7,912 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The restricted stock units vest in full on June 3, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The restricted stock units vest in full on June 3, 2027.
Toll Brothers, Inc.
Report date January 19, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,388 |
Reported balance
After 2026-01-19 transaction · row 1
1 source rowRow 1 · 2026-01-19 · Exercise / conversion · Acquired 1,548 · Balance 6,388 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-12-19 | Direct | 0 |
Reported balance
After 2026-01-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-19 · Exercise / conversion · Disposed 1,548 · Balance 0 F1: These restricted stock units vested 100% on December 19, 2025. Settlement of 100% of these shares occurred on January 19, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vested 100% on December 19, 2025. Settlement of 100% of these shares occurred on January 19, 2026.
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 30, 2026 Filed Oct 2, 2026 03:55 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionRestricted Stock Units · Derivative | 459 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001899894-26-000006 · form4-10012026_111002.xml · derivative · entry 2 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,377 Underlying: Common Stock · 459 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. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement. F1 · kind: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on August 12, 2026. F3 · derivative.exercise_date: The RSUs will vest in substantially equal increments on each of September 30, 2026, December 31, 2026, March 31, 2027, and the earlier of (i) June 30, 2027 and (ii) the date immediately preceding the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's provision of services to the Issuer on each vesting date. Shares of the Issuer's Common Stock will be delivered to the Reporting Person following vesting. F4 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 03:55 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionCommon Stock | 459 | $0.00 | $0.00 |
DisclosureSEC source: 0001899894-26-000006 · form4-10012026_111002.xml · nonDerivative · entry 1 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 459 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: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on August 12, 2026. Read SEC document |
| August 12, 2026 Filed Aug 13, 2026 21:07 UTC | Fortinet, Inc. FTNT · Entity 2890 | GrantRestricted Stock Units · Derivative | 1,836 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001899894-26-000004 · form4-08132026_090828.xml · derivative · entry 1 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,836 Underlying: Common Stock · 1,836 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement. F2 · derivative.exercise_date: The RSUs will vest in substantially equal increments on each of September 30, 2026, December 31, 2026, March 31, 2027, and the earlier of (i) June 30, 2027 and (ii) the date immediately preceding the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's provision of services to the Issuer on each vesting date. Shares of the Issuer's Common Stock will be delivered to the Reporting Person following vesting. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to vest date Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 20:48 UTC | Oklo Inc. OKLO · Entity 593 | GrantRestricted Stock Units · Derivative | 3,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001849056-26-000034 · wk-form4_1781556496.xml · derivative · entry 1 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,912 Underlying: Class A Common Stock · 3,213 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in full on June 3, 2027. F2 · derivative.expiration_date: The restricted stock units vest in full on June 3, 2027. Read SEC document |
| April 10, 2026 Filed Apr 20, 2026 21:42 UTC | Oklo Inc. OKLO · Entity 593 | GrantRestricted Stock Units · Derivative | 4,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001849056-26-000016 · wk-form4_1776721329.xml · derivative · entry 1 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,699 Underlying: Class A Common Stock · 4,699 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in full on April 10, 2027. F2 · derivative.expiration_date: The restricted stock units vest in full on April 10, 2027. Read SEC document |
| March 18, 2026 Filed Mar 19, 2026 21:05 UTC | GLOBE LIFE INC. GL · Entity 3408 | GrantDirector Stock Option (Right to Buy) · Derivative | 6,433 | $0.00 Strike: $137.62 | $0.00 |
DisclosureSEC source: 0000320335-26-000137 · form4.xml · derivative · entry 3 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,433 Underlying: Common Stock · 6,433 shares Expires 2033-03-18 Read SEC document |
| January 19, 2026 Filed Jan 20, 2026 22:11 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 1,548 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000794170-26-000018 · form4.xml · derivative · entry 2 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,548 shares Expires 2025-12-19 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_date: These restricted stock units vested 100% on December 19, 2025. Settlement of 100% of these shares occurred on January 19, 2026. Read SEC document |
| January 19, 2026 Filed Jan 20, 2026 22:11 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 1,548 | $0.00 | $0.00 |
DisclosureSEC source: 0000794170-26-000018 · form4.xml · nonDerivative · entry 1 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,388 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 |
| December 22, 2025 Filed Dec 23, 2025 21:31 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 1,480 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000794170-25-000121 · form4.xml · derivative · entry 1 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,480 Underlying: Common Stock · 1,480 shares Expires 2026-12-22 F1 · derivative.exercise_date: These restricted stock units vest 100% on December 22, 2026. Settlement of 100% of these shares will occur on January 22, 2027. Read SEC document |
| January 19, 2025 Filed Jan 22, 2025 21:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 1,822 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001723 · form4.xml · derivative · entry 4 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,822 shares Expires 2024-12-20 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. F2 · derivative.exercise_date: These restricted stock units vested 100% on December 20, 2024. Settlement of 100% of these shares occurred on January 19, 2025. Read SEC document |
| January 19, 2025 Filed Jan 22, 2025 21:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 1,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001723 · form4.xml · nonDerivative · entry 2 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,840 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 |
| January 18, 2025 Filed Jan 22, 2025 21:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 3,018 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001723 · form4.xml · derivative · entry 3 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,018 shares Expires 2024-12-19 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_date: These restricted stock units vested 50% on each of December 19, 2023 and 2024. Settlement of 100% of these shares occurred on January 18, 2025. Read SEC document |
| January 18, 2025 Filed Jan 22, 2025 21:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 3,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001723 · form4.xml · nonDerivative · entry 1 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,018 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 |
| December 19, 2024 Filed Dec 20, 2024 21:40 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 1,548 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029896 · form4.xml · derivative · entry 1 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,548 Underlying: Common Stock · 1,548 shares Expires 2025-12-19 F1 · derivative.exercise_date: These restricted stock units vest 100% on December 19, 2025. Settlement of 100% of these shares will occur on January 20, 2026. Read SEC document |
| December 20, 2023 Filed Dec 22, 2023 21:15 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 1,822 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030355 · form4.xml · derivative · entry 1 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,822 Underlying: Common Stock · 1,822 shares Expires 2024-12-20 F1 · derivative.exercise_date: These restricted stock units vest 100% on December 20, 2024. Settlement of 100% of these shares will be on January 21, 2025. Read SEC document |
| December 19, 2022 Filed Dec 20, 2022 22:12 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 3,018 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027993 · form4.xml · derivative · entry 1 Kan Derek T. · CIK 0001899894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,018 Underlying: Common Stock · 3,018 shares Expires 2024-12-19 F1 · derivative.exercise_date: These restricted stock units vest 50% on each of December 19, 2023 and 2024. Settlement of 100% of these shares will be on January 17, 2025. 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.