Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Archer-Daniels-Midland CoADM · Entity 3077 | Director | April 03, 2017 | April 04, 2017 |
| Evergy, Inc.EVRG · Entity 3282 | Director | January 03, 2022 | January 05, 2022 |
| FIRSTSUN CAPITAL BANCORPFSUN · Entity 4610 | Director · Executive Chair | May 20, 2026 | August 10, 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.
Archer-Daniels-Midland Co
Report date April 03, 2017 · Filed April 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 159,395.969 |
Reported balance
After 2017-04-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-04-03 · Grant · Acquired 1,491.485 · Balance 159,395.969 F1: Granted pursuant to Archer-Daniels-Midland Company's Stock Unit Plan for Nonemployee Directors. F2: Conversion or exercise price of Derivative Security is 1-for-1. F3: The earlier of the date five years after the end of the calendar year that includes the calendar quarter for which any stock unit is awarded to the participant, or in which such stock unit is credited to the participant as a dividend equivalent, or the date the participant ceases to be a member of the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted pursuant to Archer-Daniels-Midland Company's Stock Unit Plan for Nonemployee Directors.
F2: Conversion or exercise price of Derivative Security is 1-for-1.
F3: The earlier of the date five years after the end of the calendar year that includes the calendar quarter for which any stock unit is awarded to the participant, or in which such stock unit is credited to the participant as a dividend equivalent, or the date the participant ceases to be a member of the Board of Directors.
Evergy, Inc.
Report date January 03, 2022 · Filed January 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 108,357 |
Reported balance
After 2022-01-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-01-03 · Grant · Acquired 705 · Balance 108,357 F1: Director deferred share units represent the right to receive one share of Evergy, Inc. common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person. F2: Director deferred share units received as a partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3: Includes 904 deferred share units acquired through the reinvestment of dividend equivalents. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 39 |
Reported balance
Holding disclosure · report date 2022-01-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 39 |
Filing footnotes · ownership attribution and instrument terms
F1: Director deferred share units represent the right to receive one share of Evergy, Inc. common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.
F2: Director deferred share units received as a partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person.
F3: Includes 904 deferred share units acquired through the reinvestment of dividend equivalents.
FIRSTSUN CAPITAL BANCORP
Report date May 20, 2026 · Filed August 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Gift · Disposed 5,165 · Balance 0 |
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | IndirectBy self, as Trustee | 514,290 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 514,290 F1: On May 20, 2026, the reporting person transferred 5,165 shares of FSUN common stock to the Mollie H. Carter Trust Agreement for no consideration. F2: Shares held in the Mollie H. Carter Trust Agreement, over which the Reporting Person serves as trustee. A member of the Reporting Person's immediate family is the beneficiary of this trust. |
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | IndirectBy self, as Trustee | 666,500 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 666,500 F3: Shares held in the Wood Racket Trust FBO Mollie H. Carter Family, over which the Reporting Person serves as co-trustee. The Reporting Person and a member of the Reporting Person's immediate family are the beneficiaries of this trust. |
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | IndirectBy self, as Trustee | 1,025,450 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,025,450 F4: Shares held in the Twin Meadow VHC Trust, over which the Reporting Person serves as trustee. A member of the Reporting Person's immediate family is the beneficiary of this trust. |
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | IndirectBy self, as Trustee | 353,400 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 353,400 F5: Shares held in the Orion VHC Trust FBO Mollie H. Carter Family, over which the Reporting Person serves as co-trustee. The Reporting Person and a member of the Reporting Person's immediate family are the beneficiaries of this trust. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 20, 2026, the reporting person transferred 5,165 shares of FSUN common stock to the Mollie H. Carter Trust Agreement for no consideration.
F2: Shares held in the Mollie H. Carter Trust Agreement, over which the Reporting Person serves as trustee. A member of the Reporting Person's immediate family is the beneficiary of this trust.
F3: Shares held in the Wood Racket Trust FBO Mollie H. Carter Family, over which the Reporting Person serves as co-trustee. The Reporting Person and a member of the Reporting Person's immediate family are the beneficiaries of this trust.
F4: Shares held in the Twin Meadow VHC Trust, over which the Reporting Person serves as trustee. A member of the Reporting Person's immediate family is the beneficiary of this trust.
F5: Shares held in the Orion VHC Trust FBO Mollie H. Carter Family, over which the Reporting Person serves as co-trustee. The Reporting Person and a member of the Reporting Person's immediate family are the beneficiaries of this trust.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WESTAR ENERGY INC /KS
Report date June 04, 2018 · Filed June 04, 2018
Section 16 reporting ended · disclosed 2018-06-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $5.00SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-06-04 transaction · row 1
1 source rowRow 1 · 2018-06-04 · Disposition to issuer · Disposed 83,405 · Balance 0 F1: Deferred Westar Energy, Inc. stock units were exchanged for deferred Evergy, Inc. stock units pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis. Includes 42,024 shares moved from Table II to Table I and 1 share acquired through the reinvestment of deferred dividend equivalents. F2: Solely for purposes of this filing, the estimated market value per share of Evergy, Inc. common stock on 6/4/18 was $55.08 per share (the closing stock price of the common stock of Westar Energy, Inc. as reported on the New York Stock Exchange on 6/1/18). |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Westar Energy, Inc. stock units were exchanged for deferred Evergy, Inc. stock units pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis. Includes 42,024 shares moved from Table II to Table I and 1 share acquired through the reinvestment of deferred dividend equivalents.
F2: Solely for purposes of this filing, the estimated market value per share of Evergy, Inc. common stock on 6/4/18 was $55.08 per share (the closing stock price of the common stock of Westar Energy, Inc. as reported on the New York Stock Exchange on 6/1/18).
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 01, 2016 Filed Oct 3, 2016 21:08 UTC | Archer-Daniels-Midland Co ADM · Entity 3077 | GrantStock Units · Derivative | 1,637.295 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039841 · doc4.xml · derivative · entry 1 CARTER MOLLIE H · CIK 0001225062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,234.312 Underlying: Common Stock · 1,637.295 shares Expires not disclosed F1 · security: Granted pursuant to Archer-Daniels-Midland Company's Stock Unit Plan for Nonemployee Directors. F2 · derivative.exercise_price: Conversion or exercise price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: The earlier of the date five years after the end of the calendar year that includes the calendar quarter for which any stock unit is awarded to the participant, or in which such stock unit is credited to the participant as a dividend equivalent, or the date the participant ceases to be a member of the Board of Directors. F3 · derivative.expiration_date: The earlier of the date five years after the end of the calendar year that includes the calendar quarter for which any stock unit is awarded to the participant, or in which such stock unit is credited to the participant as a dividend equivalent, or the date the participant ceases to be a member of the Board of Directors. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 19:14 UTC | Archer-Daniels-Midland Co ADM · Entity 3077 | GrantStock Units · Derivative | 1,036.899 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039072 · doc4.xml · derivative · entry 1 CARTER MOLLIE H · CIK 0001225062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,597.017 Underlying: Common Stock · 1,036.899 shares Expires not disclosed F1 · security: Granted pursuant to Archer-Daniels-Midland Company's Stock Unit Plan for Nonemployee Directors. F2 · derivative.exercise_price: Conversion or exercise price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: The earlier of the date five years after the end of the calendar year that includes the calendar quarter for which any stock unit is awarded to the participant, or in which such stock unit is credited to the participant as a dividend equivalent, or the date the participant ceases to be a member of the Board of Directors. F3 · derivative.expiration_date: The earlier of the date five years after the end of the calendar year that includes the calendar quarter for which any stock unit is awarded to the participant, or in which such stock unit is credited to the participant as a dividend equivalent, or the date the participant ceases to be a member of the Board of Directors. 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.