Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cushman & Wakefield Ltd.CWK · Entity 4196 | Director | August 01, 2026 | August 03, 2026 |
| Upstart Holdings, Inc.UPST · Entity 4306 | Director | May 29, 2026 | June 02, 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.
Cushman & Wakefield Ltd.
Report date August 01, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 11,873 |
Reported balance
After 2026-08-01 transaction · row 1
1 source rowRow 1 · 2026-08-01 · Exercise / conversion · Acquired 11,873 · Balance 11,873 F1: Conversion of previously awarded restricted stock units ("RSUs") into an equal number of common shares, without the payment of any consideration, pursuant to the Third Amended & Restated 2018 Omnibus Non-Employee Director Share and Cash Incentive Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-01 · Exercise / conversion · Disposed 11,873 · Balance 0 F1: Conversion of previously awarded restricted stock units ("RSUs") into an equal number of common shares, without the payment of any consideration, pursuant to the Third Amended & Restated 2018 Omnibus Non-Employee Director Share and Cash Incentive Plan. F2: RSUs were granted on August 1, 2025 and vested and settled on August 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion of previously awarded restricted stock units ("RSUs") into an equal number of common shares, without the payment of any consideration, pursuant to the Third Amended & Restated 2018 Omnibus Non-Employee Director Share and Cash Incentive Plan.
F2: RSUs were granted on August 1, 2025 and vested and settled on August 1, 2026.
Upstart Holdings, Inc.
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,476 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 6,476 · Balance 6,476 F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on May 28, 2027, subject to the Reporting Person continuing as a service provider through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on May 28, 2027, subject to the Reporting Person continuing as a service provider through such date.
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 01, 2026 Filed Aug 3, 2026 20:18 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionRestricted Stock Units · Derivative | 11,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001628369-26-000113 · wk-form4_1785788307.xml · derivative · entry 2 Wennes Timothy H · CIK 0001440624 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 11,873 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. F1 · derivative.exercise_price: Conversion of previously awarded restricted stock units ("RSUs") into an equal number of common shares, without the payment of any consideration, pursuant to the Third Amended & Restated 2018 Omnibus Non-Employee Director Share and Cash Incentive Plan. F2 · derivative.exercise_date: RSUs were granted on August 1, 2025 and vested and settled on August 1, 2026. F2 · derivative.expiration_date: RSUs were granted on August 1, 2025 and vested and settled on August 1, 2026. Read SEC document |
| August 01, 2026 Filed Aug 3, 2026 20:18 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionCommon Shares | 11,873 | $13.42 | $159,335.66 |
DisclosureSEC source: 0001628369-26-000113 · wk-form4_1785788307.xml · nonDerivative · entry 1 Wennes Timothy H · CIK 0001440624 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,873 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 · price: Conversion of previously awarded restricted stock units ("RSUs") into an equal number of common shares, without the payment of any consideration, pursuant to the Third Amended & Restated 2018 Omnibus Non-Employee Director Share and Cash Incentive Plan. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 20:35 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 6,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001440624-26-000005 · wk-form4_1780432530.xml · nonDerivative · entry 1 Wennes Timothy H · CIK 0001440624 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,476 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on May 28, 2027, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| May 14, 2026 Filed May 18, 2026 21:36 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | GrantRestricted Stock Units · Derivative | 14,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001628369-26-000087 · wk-form4_1779140168.xml · derivative · entry 1 Wennes Timothy H · CIK 0001440624 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,041 Underlying: Common Shares · 14,041 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") granted under the Cushman & Wakefield Ltd. 2026 Omnibus Share and Cash Incentive Plan convert into an equal number of common shares of Cushman & Wakefield Ltd. without the payment of any consideration. F2 · derivative.exercise_date: RSUs were granted on May 14, 2026 and vest and settle on May 14, 2027 subject, with certain limited exceptions, to the reporting person's continuing board service through such vesting date. F2 · derivative.expiration_date: RSUs were granted on May 14, 2026 and vest and settle on May 14, 2027 subject, with certain limited exceptions, to the reporting person's continuing board service through such vesting date. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 20:11 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | GrantRestricted Stock Units · Derivative | 11,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001628369-25-000043 · wk-form4_1754424673.xml · derivative · entry 1 Wennes Timothy H · CIK 0001440624 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,873 Underlying: Ordinary Shares · 11,873 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") granted under the Cushman & Wakefield plc Second Amended & Restated 2018 Omnibus Non-Employee Director Share and Cash Incentive Plan convert into an equal number of ordinary shares of Cushman & Wakefield plc. F2 · derivative.exercise_date: RSUs were granted on August 1, 2025 and vest and settle on the first anniversary of the grant date subject, with certain limited exceptions, to the reporting person's continuing board service through such vesting date. F2 · derivative.expiration_date: RSUs were granted on August 1, 2025 and vest and settle on the first anniversary of the grant date subject, with certain limited exceptions, to the reporting person's continuing board service through such vesting date. 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.