Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADTRAN Holdings, Inc.ADTN · Entity 5331 | SVP of Finance; CFO | August 06, 2026 | August 07, 2026 |
| CONNS INCCONN · Entity 84695 | Chief Financial Officer | May 24, 2024 | May 29, 2024 |
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.
ADTRAN Holdings, Inc.
Report date August 06, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,924 |
Reported balance
After 2026-08-06 transaction · row 1
1 source rowRow 1 · 2026-08-06 · Purchase · Acquired 6,579 · Balance 59,924 |
CONNS INC
Report date May 24, 2024 · Filed May 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 88,214 |
Reported balance
After 2024-05-24 transaction · row 1
1 source rowRow 1 · 2024-05-24 · Grant · Acquired 50,000 · Balance 88,214 F1: Restricted Stock Units ("RSUs") awarded to reporting person under Conn's, Inc.'s Amended 2020 Omnibus Equity Plan. Each RSU represents a contingent right to receive one share of common stock. The RSUs vest in three annual installments commencing on May 24, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") awarded to reporting person under Conn's, Inc.'s Amended 2020 Omnibus Equity Plan. Each RSU represents a contingent right to receive one share of common stock. The RSUs vest in three annual installments commencing on May 24, 2025.
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 |
|---|---|---|---|---|---|---|
| August 06, 2026 Filed Aug 7, 2026 20:00 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | PurchaseCommon Stock | 6,579 | $7.60 | $50,000.40 |
DisclosureSEC source: 0001193125-26-340206 · ownership.xml · nonDerivative · entry 1 Santo Timothy P · CIK 0001974835 · SVP of Finance; CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,924 Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 19:15 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 28,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-142013 · ownership.xml · nonDerivative · entry 1 Santo Timothy P · CIK 0001974835 · SVP of Finance; CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,345 F1 · kind: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 20:42 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 1,501 | $11.90 | $17,861.90 |
DisclosureSEC source: 0001193125-26-119867 · ownership.xml · nonDerivative · entry 1 Santo Timothy P · CIK 0001974835 · SVP of Finance; CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,093 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| November 28, 2025 Filed Dec 1, 2025 17:00 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | PurchaseCommon Stock | 6,150 | $8.02 | $49,323.00 |
DisclosureSEC source: 0001193125-25-303492 · ownership.xml · nonDerivative · entry 1 Santo Timothy P · CIK 0001974835 · SVP of Finance; CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,594 Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 20:10 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 20,444 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-042657 · ownership.xml · nonDerivative · entry 1 Santo Timothy P · CIK 0001974835 · SVP of Finance; CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,444 F1 · kind: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| May 24, 2024 Filed May 29, 2024 16:04 UTC | CONNS INC CONN · Entity 84695 | GrantCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-005759 · doc4.xml · nonDerivative · entry 1 Santo Timothy P · CIK 0001974835 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,214 F1 · price: Restricted Stock Units ("RSUs") awarded to reporting person under Conn's, Inc.'s Amended 2020 Omnibus Equity Plan. Each RSU represents a contingent right to receive one share of common stock. The RSUs vest in three annual installments commencing on May 24, 2025. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 16:50 UTC | CONNS INC CONN · Entity 84695 | Tax withholdingCommon Stock | 3,376 | $3.82 | $12,896.32 |
DisclosureSEC source: 0001209191-24-005390 · doc4.xml · nonDerivative · entry 1 Santo Timothy P · CIK 0001974835 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,214 F1 · shares: Represents shares withheld to pay withholding taxes due upon vesting of Restricted Stock Units awarded on April 24, 2023. F2 · price: Price based on closing price of Conn's, Inc. Common Stock on date of vesting. Read SEC document |
| April 24, 2023 Filed Apr 25, 2023 17:16 UTC | CONNS INC CONN · Entity 84695 | GrantCommon Stock | 41,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025572 · doc4.xml · nonDerivative · entry 1 Santo Timothy P · CIK 0001974835 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,590 F1 · shares: Restricted Stock Units awarded to reporting person under the 2020 Omnibus Equity Plan. Each RSU represents a contingent right to receive one share of common stock. The RSUs vest in three annual installments commencing on April 24, 2024. 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.