Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARVER BANCORP INCCARV · Entity 9625 | Director | November 25, 2024 | November 27, 2024 |
| Equitable Holdings, Inc.EQH · Entity 3405 | Director | September 17, 2026 | September 18, 2026 |
| PIONEER HIGH INCOME FUND, INC.PHT · Entity 12618 | Trustee | March 22, 2021 | March 23, 2021 |
| PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC.MAV · Entity 11247 | Trustee | March 22, 2010 | March 23, 2021 |
| PIONEER MUNICIPAL HIGH INCOME FUND, INC.MHI · Entity 11246 | Trustee | March 22, 2021 | March 23, 2021 |
| Pioneer Diversified High Income Fund, Inc.HNW · Entity 81050 | Trustee | March 22, 2021 | March 23, 2021 |
| Pioneer Floating Rate Fund, Inc.PHD · Entity 6640 | Trustee | March 22, 2021 | March 23, 2021 |
| Pioneer ILS Bridge FundXILBX · Entity 110000 | Trustee | March 22, 2021 | March 23, 2021 |
| Pioneer ILS Interval FundXILSX · Entity 81051 | Trustee | March 22, 2021 | March 23, 2021 |
| Pioneer Municipal High Income Opportunities Fund, Inc.MIO · Entity 75919 | Trustee | August 05, 2021 | August 10, 2021 |
| Pioneer Securitized Income FundN/A · Entity 135243 | Trustee | March 22, 2021 | March 23, 2021 |
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.
CARVER BANCORP INC
Report date November 25, 2024 · Filed November 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,880 |
Reported balance
After 2024-11-25 transaction · row 1
1 source rowRow 1 · 2024-11-25 · Purchase · Acquired 59,880 · Balance 64,880 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $3.48 · Expires 2027-12-14 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2024-11-25 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,000 |
Equitable Holdings, Inc.
Report date September 17, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,999 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Sale · Disposed 2,000 · Balance 16,999 F1: All shares were sold at a price of $54.275, therefore only a single price is reported. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and price at which the transaction was affected. |
Filing footnotes · ownership attribution and instrument terms
F1: All shares were sold at a price of $54.275, therefore only a single price is reported. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and price at which the transaction was affected.
PIONEER HIGH INCOME FUND, INC.
Report date March 22, 2021 · Filed March 23, 2021
This filing explicitly reported no securities owned.
PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC.
Report date March 22, 2010 · Filed March 23, 2021
This filing explicitly reported no securities owned.
PIONEER MUNICIPAL HIGH INCOME FUND, INC.
Report date March 22, 2021 · Filed March 23, 2021
This filing explicitly reported no securities owned.
Pioneer Diversified High Income Fund, Inc.
Report date March 22, 2021 · Filed March 23, 2021
This filing explicitly reported no securities owned.
Pioneer Floating Rate Fund, Inc.
Report date March 22, 2021 · Filed March 23, 2021
This filing explicitly reported no securities owned.
Pioneer ILS Bridge Fund
Report date March 22, 2021 · Filed March 23, 2021
This filing explicitly reported no securities owned.
Pioneer ILS Interval Fund
Report date March 22, 2021 · Filed March 23, 2021
This filing explicitly reported no securities owned.
Pioneer Municipal High Income Opportunities Fund, Inc.
Report date August 05, 2021 · Filed August 10, 2021
This filing explicitly reported no securities owned.
Pioneer Securitized Income Fund
Report date March 22, 2021 · Filed March 23, 2021
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 18, 2026 20:20 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | SaleCommon Stock | 2,000 | $54.28 | $108,550.00 |
DisclosureSEC source: 0001628280-26-062733 · wk-form4_1789762835.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,999 F1 · price: All shares were sold at a price of $54.275, therefore only a single price is reported. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and price at which the transaction was affected. Read SEC document |
| August 11, 2026 Filed Aug 11, 2026 20:41 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | SaleCommon Stock | 2,200 | $51.37 | $113,003.00 |
DisclosureSEC source: 0001628280-26-055759 · wk-form4_1786480864.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,999 F1 · price: All shares were sold at a price of $51.365, therefore only a single price is reported. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and price at which the transaction was affected. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:50 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | GrantCommon Stock | 4,400 | $42.05 | $185,020.00 |
DisclosureSEC source: 0001628280-26-037354 · wk-form4_1779396618.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,199 F1 · shares: Grant of fully vested common stock under the Amended and Restated Equitable Holdings, Inc. 2019 Omnibus Incentive Plan exempt under Rule 16b-3. Read SEC document |
| May 23, 2025 Filed May 23, 2025 20:24 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | SaleCommon Stock | 1,500 | $51.95 | $77,925.00 |
DisclosureSEC source: 0001628280-25-027592 · wk-form4_1748031858.xml · nonDerivative · entry 2 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,799 F2 · price: All shares were sold at a price of $51.9500, therefore only a single price is reported. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and price at which the transaction was affected. Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:24 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | GrantCommon Stock | 3,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-027592 · wk-form4_1748031858.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,299 F1 · shares: Grant of fully vested common stock under the Equitable Holdings, Inc. 2019 Omnibus Incentive Plan exempt under Rule 16b-3. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 13:49 UTC | CARVER BANCORP INC CARV · Entity 9625 | PurchaseCommon Stock | 59,880 | $1.67 | $99,999.60 |
DisclosureSEC source: 0001437749-24-036326 · rdgdoc.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,880 Read SEC document |
| November 19, 2024 Filed Nov 19, 2024 21:30 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | SaleCommon Stock | 1,000 | $46.41 | $46,409.40 |
DisclosureSEC source: 0000950170-24-128658 · ownership.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,906 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.4093 to $46.4100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:31 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | GrantCommon Stock | 4,306 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064651 · ownership.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,906 F1 · shares: Grant of fully vested common stock under the Equitable Holdings, Inc. 2019 Omnibus Incentive Plan exempt under Rule 16b-3. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 10:53 UTC | CARVER BANCORP INC CARV · Entity 9625 | PurchaseCommon Stock | 1,000 | $1.67 | $1,670.00 |
DisclosureSEC source: 0001437749-24-005835 · rdgdoc.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| May 24, 2023 Filed Jun 5, 2023 20:30 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | GrantCommon Stock | 6,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034314 · doc4.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,600 F1 · shares: Grant of fully vested common stock under the Equitable Holdings, Inc. 2019 Omnibus Incentive Plan exempt under Rule 16b-3. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 15:47 UTC | CARVER BANCORP INC CARV · Entity 9625 | PurchaseCommon Stock | 450 | $4.20 | $1,890.00 |
DisclosureSEC source: 0001567619-23-005041 · doc1.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| March 06, 2023 Filed Mar 13, 2023 19:11 UTC | CARVER BANCORP INC CARV · Entity 9625 | OtherCommon Stock | 500 | $4.52 | $2,260.00 |
DisclosureSEC source: 0001567619-23-004963 · doc1.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,550 Read SEC document |
| December 19, 2022 Filed Dec 19, 2022 15:48 UTC | CARVER BANCORP INC CARV · Entity 9625 | PurchaseCommon Stock | 450 | $4.04 | $1,818.00 |
DisclosureSEC source: 0001567619-22-021777 · doc1.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,050 Read SEC document |
| September 14, 2022 Filed Sep 15, 2022 17:40 UTC | CARVER BANCORP INC CARV · Entity 9625 | PurchaseCommon Stock | 1,000 | $5.40 | $5,400.00 |
DisclosureSEC source: 0001567619-22-017469 · doc1.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,600 Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 11:13 UTC | CARVER BANCORP INC CARV · Entity 9625 | PurchaseCommon Stock | 500 | $4.45 | $2,225.00 |
DisclosureSEC source: 0001567619-22-017212 · doc1.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 21:00 UTC | Equitable Holdings, Inc. EQH · Entity 3405 | GrantCommon Stock | 5,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-034856 · doc4.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,127 F1 · shares: Grant of fully vested common stock under the Equitable Holdings, Inc. 2019 Omnibus Incentive Plan exempt under Rule 16b-3. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 10:26 UTC | CARVER BANCORP INC CARV · Entity 9625 | PurchaseCommon Stock | 79 | $9.90 | $782.10 |
DisclosureSEC source: 0001567619-21-004988 · doc1.xml · nonDerivative · entry 2 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 25% per year commencing on December 14, 2018. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 10:26 UTC | CARVER BANCORP INC CARV · Entity 9625 | PurchaseCommon Stock | 21 | $9.89 | $207.69 |
DisclosureSEC source: 0001567619-21-004988 · doc1.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,021 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 25% per year commencing on December 14, 2018. Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 13:56 UTC | CARVER BANCORP INC CARV · Entity 9625 | GrantStock Options · Derivative | 1,000 | $0.00 Strike: $3.48 | $0.00 |
DisclosureSEC source: 0001140361-17-046475 · doc1.xml · derivative · entry 2 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2027-12-14 F2 · derivative.underlying_shares: Stock options vest at a rate of 25% per year commencing on December 14, 2018. Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 13:56 UTC | CARVER BANCORP INC CARV · Entity 9625 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-046475 · doc1.xml · nonDerivative · entry 1 MacKay Craig C · CIK 0001720170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · shares: Shares of restricted stock vest at a rate of 25% per year commencing on December 14, 2018. 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.