Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACUITY INC. (DE)AYI · Entity 2588 | Director · Executive Chairman | October 24, 2020 | October 27, 2020 |
| SCANSOURCE, INC.SCSC · Entity 2428 | Director | September 01, 2026 | September 03, 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.
ACUITY INC. (DE)
Report date October 24, 2020 · Filed October 27, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 224,748 |
Reported balance
After 2020-10-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-10-24 · Tax withholding · Disposed 2,799 · Balance 224,748 F1: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Such withholding is required under the Company's standard processes for such events. |
| Common StockSEC Table I · non-derivative | Direct | 223,909 |
Reported balance
After 2020-10-25 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-10-25 · Tax withholding · Disposed 839 · Balance 223,909 F1: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Such withholding is required under the Company's standard processes for such events. F2: The total direct shares owned includes 22,314 time-vesting restricted shares or restricted stock units |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Such withholding is required under the Company's standard processes for such events.
F2: The total direct shares owned includes 22,314 time-vesting restricted shares or restricted stock units
SCANSOURCE, INC.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,827 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 3,234 · Balance 14,827 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AZEK Co Inc.
Report date July 01, 2025 · Filed July 02, 2025
Section 16 reporting ended · disclosed 2025-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-07-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2025-07-01 · Disposition to issuer · Disposed 23,209 · Balance 0 F1: Represents shares (including in respect of shares underlying, as applicable, Company RSU Awards, Company PSU Awards and Company Stock Options (each as defined in the Agreement and Plan of Merger, dated as of March 23, 2025 (as amended, the "Merger Agreement"), by and among The AZEK Company Inc. ("AZEK"), James Hardie Industries plc ("JHX") and Juno Merger Sub Inc.)) disposed of pursuant to the closing of the transactions contemplated by the Merger Agreement. F2: In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of Company Common Stock (as defined in the Merger Agreement) that was issued and outstanding immediately prior to the Effective Time (subject to certain exceptions) was converted into the right to receive $26.45 in cash, without interest (the "Cash Consideration"), and 1.0340 (the "Exchange Ratio") JHX ordinary shares, with cash in lieu of fractional JHX ordinary shares, where any such aggregated fractional shares are rounded to four (4) decimal places and multiplied by JHX's five-trading day volume-weighted average price ending on June 30, 2025, the trading day immediately prior to the closing of the transactions contemplated by the Merger Agreement (the "Parent Share Price") (collectively, the "Merger Consideration"). The Parent Share Price was $26.053018. F3: Upon the Effective Time, each then-outstanding Company RSU Award held by the reporting person was fully vested and canceled in exchange for the right to receive the Merger Consideration. |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-07-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2025-07-01 · Disposition to issuer · Disposed 21,972 · Balance 0 F1: Represents shares (including in respect of shares underlying, as applicable, Company RSU Awards, Company PSU Awards and Company Stock Options (each as defined in the Agreement and Plan of Merger, dated as of March 23, 2025 (as amended, the "Merger Agreement"), by and among The AZEK Company Inc. ("AZEK"), James Hardie Industries plc ("JHX") and Juno Merger Sub Inc.)) disposed of pursuant to the closing of the transactions contemplated by the Merger Agreement. F4: In connection with the closing of the merger, the deferred stock units held by the reporting person as of immediately prior to the Effective Time were settled and immediately cancelled in exchange for the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares (including in respect of shares underlying, as applicable, Company RSU Awards, Company PSU Awards and Company Stock Options (each as defined in the Agreement and Plan of Merger, dated as of March 23, 2025 (as amended, the "Merger Agreement"), by and among The AZEK Company Inc. ("AZEK"), James Hardie Industries plc ("JHX") and Juno Merger Sub Inc.)) disposed of pursuant to the closing of the transactions contemplated by the Merger Agreement.
F2: In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of Company Common Stock (as defined in the Merger Agreement) that was issued and outstanding immediately prior to the Effective Time (subject to certain exceptions) was converted into the right to receive $26.45 in cash, without interest (the "Cash Consideration"), and 1.0340 (the "Exchange Ratio") JHX ordinary shares, with cash in lieu of fractional JHX ordinary shares, where any such aggregated fractional shares are rounded to four (4) decimal places and multiplied by JHX's five-trading day volume-weighted average price ending on June 30, 2025, the trading day immediately prior to the closing of the transactions contemplated by the Merger Agreement (the "Parent Share Price") (collectively, the "Merger Consideration"). The Parent Share Price was $26.053018.
F3: Upon the Effective Time, each then-outstanding Company RSU Award held by the reporting person was fully vested and canceled in exchange for the right to receive the Merger Consideration.
F4: In connection with the closing of the merger, the deferred stock units held by the reporting person as of immediately prior to the Effective Time were settled and immediately cancelled in exchange for 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 24, 2016 Filed Oct 26, 2016 20:25 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 13,904 | $239.76 | $3,333,623.04 |
DisclosureSEC source: 0001144215-16-000285 · wf-form4_147751353380267.xml · nonDerivative · entry 2 NAGEL VERNON J · CIK 0001183398 · Director · Chairman, President, and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,809 F3 · security: The shares being reported result from the award of restricted stock pursuant to the 2012 Omnibus Stock Incentive Compensation Plan. F4 · balance_after: The total direct shares owned includes 46,886 time-vesting restricted shares. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 20:25 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 2,466 | $239.76 | $591,248.16 |
DisclosureSEC source: 0001144215-16-000285 · wf-form4_147751353380267.xml · nonDerivative · entry 1 NAGEL VERNON J · CIK 0001183398 · Director · Chairman, President, and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,905 F1 · security: The transaction(s) reported relate(s) to the vesting of restricted stock held by the reporting person. F2 · balance_after: The total direct shares owned includes 32,982 time-vesting restricted shares. Read SEC document |
| October 23, 2016 Filed Oct 25, 2016 20:38 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 3,834 | $239.83 | $919,508.22 |
DisclosureSEC source: 0001144215-16-000279 · wf-form4_147742790993177.xml · nonDerivative · entry 1 NAGEL VERNON J · CIK 0001183398 · Director · Chairman, President, and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,371 F1 · security: The transaction(s) reported relate(s) to the vesting of restricted stock held by the reporting person. F2 · balance_after: The total direct shares owned includes 38,124 time-vesting restricted shares. 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.