Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ares Management CorpARES · Entity 3048 | Director | July 30, 2026 | August 04, 2026 |
| MATTEL INC /DE/MAT · Entity 1046 | Director | May 28, 2026 | June 01, 2026 |
| UNITED THERAPEUTICS CorpUTHR · Entity 664 | Director | July 22, 2026 | July 23, 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.
Ares Management Corp
Report date July 30, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 31,462 |
Reported balance
After 2026-07-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-30 · Grant · Acquired 1,728 · Balance 31,462 F1: Granted under an equity incentive plan of Ares Management Corporation. Each restricted unit represents the right to receive one share of Class A Common Stock upon vesting. The restrictions on such units are scheduled to lapse on the first anniversary of the grant date. F2: Includes 1,728 restricted units granted under an equity incentive plan of Ares Management Corporation. Each restricted unit represents the right to receive one share of Class A Common Stock upon vesting. The restricted units vest in installments in accordance with the applicable restricted unit award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted under an equity incentive plan of Ares Management Corporation. Each restricted unit represents the right to receive one share of Class A Common Stock upon vesting. The restrictions on such units are scheduled to lapse on the first anniversary of the grant date.
F2: Includes 1,728 restricted units granted under an equity incentive plan of Ares Management Corporation. Each restricted unit represents the right to receive one share of Class A Common Stock upon vesting. The restricted units vest in installments in accordance with the applicable restricted unit award agreement.
MATTEL INC /DE/
Report date May 28, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,753 |
Reported balance
After 2026-05-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-28 · Grant · Acquired 11,753 · Balance 11,753 F1: The Restricted Stock Units ("RSUs" or "Units") were granted on May 28, 2026 pursuant to the Mattel, Inc. Amended and Restated 2010 Equity and Long-Term Compensation Plan, as amended. The RSUs are accompanied by dividend equivalent rights. F2: The RSUs are fully vested on the date of grant. Vested RSUs generally will be settled on the third anniversary of the date of grant or such later date in accordance with the terms of the Mattel, Inc. Deferred Compensation Plan for Non-Employee Directors. On the settlement date, for each vested RSU, the Reporting Person will receive one share of Mattel, Inc. Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units ("RSUs" or "Units") were granted on May 28, 2026 pursuant to the Mattel, Inc. Amended and Restated 2010 Equity and Long-Term Compensation Plan, as amended. The RSUs are accompanied by dividend equivalent rights.
F2: The RSUs are fully vested on the date of grant. Vested RSUs generally will be settled on the third anniversary of the date of grant or such later date in accordance with the terms of the Mattel, Inc. Deferred Compensation Plan for Non-Employee Directors. On the settlement date, for each vested RSU, the Reporting Person will receive one share of Mattel, Inc. Common Stock.
UNITED THERAPEUTICS Corp
Report date July 22, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 760 |
Reported balance
After 2026-07-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-22 · Grant · Acquired 760 · Balance 760 F1: Each restricted stock unit represents the right to receive, following vesting, one share of United Therapeutics Corporation common stock. F2: Annual non-employee director award. F3: Annual non-employee director awards become fully vested on the earlier to occur of (a) the one-year anniversary of the grant date; or (b) the date of the next Annual Meeting of Shareholders following the grant date. June 25, 2027 is the anticipated date of the next Annual Meeting of Shareholders. F4: Not applicable as restricted stock units do not have an expiration date. |
| Common StockSEC Table I · non-derivative | Direct | 5,555 |
Reported balance
Holding disclosure · report date 2026-07-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,555 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, following vesting, one share of United Therapeutics Corporation common stock.
F2: Annual non-employee director award.
F3: Annual non-employee director awards become fully vested on the earlier to occur of (a) the one-year anniversary of the grant date; or (b) the date of the next Annual Meeting of Shareholders following the grant date. June 25, 2027 is the anticipated date of the next Annual Meeting of Shareholders.
F4: Not applicable as restricted stock units do not have an expiration 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 |
|---|---|---|---|---|---|---|
| June 28, 2018 Filed Jun 28, 2018 22:52 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | Exercise / conversionRestricted Stock Units · Derivative | 3,240 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021983 · form4.xml · derivative · entry 4 Olian Judy D. · CIK 0001605729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,240 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. F7 · derivative.exercise_price: Restricted stock units convert on a one-for-one basis into shares of common stock. F8 · derivative.exercise_date: Restricted stock units were granted on June 28, 2017, and vested on June 28, 2018. The entire number of restricted stock units converted into shares of common stock upon vesting. F8 · derivative.expiration_date: Restricted stock units were granted on June 28, 2017, and vested on June 28, 2018. The entire number of restricted stock units converted into shares of common stock upon vesting. Read SEC document |
| June 28, 2018 Filed Jun 28, 2018 22:52 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | Exercise / conversionCommon Stock | 3,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021983 · form4.xml · nonDerivative · entry 1 Olian Judy D. · CIK 0001605729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,130 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: Shares received upon vesting of restricted stock units on June 28, 2018. Restricted stock units converted on a one-for-one basis into shares of common stock. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 22:52 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | GrantStock Options · Derivative | 4,620 | $0.00 Strike: $112.14 | $0.00 |
DisclosureSEC source: 0001127602-18-021983 · form4.xml · derivative · entry 3 Olian Judy D. · CIK 0001605729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,620 Underlying: Common Stock · 4,620 shares Expires 2028-06-26 F3 · shares: Annual non-employee director grant of restricted stock units and/or stock options, which are awarded and priced each year on the date of the issuer's Annual Meeting of Shareholders. F6 · derivative.exercise_date: Award becomes fully vested on the one-year anniversary of the grant date only if the reporting person attends at least 75% of the regularly scheduled meetings of the issuer's Board and his or her committee meetings from the date of grant until the date of the issuer's next annual meeting of shareholders. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 22:52 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | GrantRestricted Stock Units · Derivative | 1,870 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021983 · form4.xml · derivative · entry 2 Olian Judy D. · CIK 0001605729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,870 Underlying: Common Stock · 1,870 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of United Therapeutics Corporation common stock. F3 · shares: Annual non-employee director grant of restricted stock units and/or stock options, which are awarded and priced each year on the date of the issuer's Annual Meeting of Shareholders. F4 · derivative.exercise_date: The restricted stock units vest on the one-year anniversary of the grant date only if the reporting person attends at least 75% of the regularly scheduled meetings of the issuer's Board and his or her committee meetings from the date of grant until the date of the issuer's next annual meeting of shareholders. Shares will be issued to the reporting person upon vesting unless the reporting person has elected to defer receipt of shares. F5 · derivative.expiration_date: The restricted stock units vest on the one-year anniversary of the grant date only if the reporting person attends at least 75% of the regularly scheduled meetings of the issuer's Board and his or her committee meetings from the date of grant until the date of the issuer's next annual meeting of shareholders. Shares will be issued to the reporting person upon vesting unless the reporting person has elected to defer receipt of shares. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 20:06 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | SaleCommon Stock | 600 | $112.38 | $67,425.00 |
DisclosureSEC source: 0001127602-18-020782 · form4.xml · nonDerivative · entry 1 Olian Judy D. · CIK 0001605729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,890 F1 · balance_after: This transaction was executed in multiple trades at prices ranging from $112.35 to $112.38. The price reported above reflects the weighted average 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 01, 2018 Filed May 3, 2018 21:33 UTC | Ares Management Corp ARES · Entity 3048 | GrantCommon Shares | 13,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-030330 · a4.xml · nonDerivative · entry 1 Olian Judy D. · CIK 0001605729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,508 F1 · balance_after: Reflects a grant of 13,761 restricted units granted on May 1, 2018, each of which represents the right to receive one Common Share upon vesting. The restrictions on such units are scheduled to lapse in three equal installments on May 1, 2019, 2020 and 2021. Read SEC document |
| June 28, 2017 Filed Jun 30, 2017 20:17 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | GrantRestricted Stock Units · Derivative | 3,240 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-022454 · form4.xml · derivative · entry 1 Olian Judy D. · CIK 0001605729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,240 Underlying: Common Stock · 3,240 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of United Therapeutics Corporation common stock. F2 · shares: Annual non-employee director grant of restricted stock units, which are awarded and priced each year on the date of the issuer's Annual Meeting of Shareholders. F3 · derivative.exercise_date: The restricted stock units vest on the one-year anniversary of the grant date only if the reporting person attends at least 75% of the regularly scheduled meetings of the issuer's Board and his or her committee meetings from the date of grant until the date of the issuer's next annual meeting of shareholders. Shares will be issued to the reporting person upon vesting unless the reporting person has elected to defer receipt of shares. F3 · derivative.expiration_date: The restricted stock units vest on the one-year anniversary of the grant date only if the reporting person attends at least 75% of the regularly scheduled meetings of the issuer's Board and his or her committee meetings from the date of grant until the date of the issuer's next annual meeting of shareholders. Shares will be issued to the reporting person upon vesting unless the reporting person has elected to defer receipt of shares. Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:12 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | Exercise / conversionRestricted Stock Units · Derivative | 3,490 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-022043 · form4.xml · derivative · entry 2 Olian Judy D. · CIK 0001605729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,490 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. F2 · derivative.exercise_price: Restricted stock units convert on a one-for-one basis into shares of common stock. F3 · derivative.exercise_date: Restricted stock units were granted on June 21, 2016, and vested on June 21, 2017. The entire number of restricted stock units converted into shares of common stock upon vesting. F3 · derivative.expiration_date: Restricted stock units were granted on June 21, 2016, and vested on June 21, 2017. The entire number of restricted stock units converted into shares of common stock upon vesting. Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:12 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | Exercise / conversionCommon Stock | 3,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-022043 · form4.xml · nonDerivative · entry 1 Olian Judy D. · CIK 0001605729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,490 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: Shares received upon vesting of restricted stock units on June 21, 2017. Restricted stock units converted on a one-for-one basis into shares of common stock. 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.