Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADT Inc.ADT · Entity 3866 | Director | October 01, 2026 | October 05, 2026 |
| ALLSTATE CORPALL · Entity 2989 | President | February 18, 2018 | February 21, 2018 |
| H&R BLOCK INCHRB · Entity 533 | Director | November 05, 2025 | November 07, 2025 |
| HARTFORD INSURANCE GROUP, INC.HIG · Entity 3092 | Director | July 27, 2026 | July 29, 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.
ADT Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 153,023.777 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 234.513 · Balance 153,023.777 F1: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of October 1, 2026, and which vest on May 27, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of October 1, 2026, and which vest on May 27, 2027.
ALLSTATE CORP
Report date February 18, 2018 · Filed February 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 145,814 |
Ending reported balance
After 2018-02-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-18 · Grant · Acquired 18,122 · Balance 152,628 F1: Shares acquired upon conversion of 2015 performance stock award, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. Row 2 · 2018-02-18 · Tax withholding · Disposed 6,814 · Balance 145,814 F2: Shares withheld to satisfy tax withholding obligations incident to the conversion of performance stock award. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,530 |
Reported balance
Holding disclosure · report date 2018-02-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,530 F3: Reflects acquisition of 113 shares of The Allstate Corporation common stock since June 13, 2017 under the Allstate 401(k) Savings Plan, pursuant to the most recent plan statement, dated February 16, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon conversion of 2015 performance stock award, pursuant to The Allstate Corporation 2013 Equity Incentive Plan.
F2: Shares withheld to satisfy tax withholding obligations incident to the conversion of performance stock award.
F3: Reflects acquisition of 113 shares of The Allstate Corporation common stock since June 13, 2017 under the Allstate 401(k) Savings Plan, pursuant to the most recent plan statement, dated February 16, 2018.
H&R BLOCK INC
Report date November 05, 2025 · Filed November 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,082.775 |
Reported balance
After 2025-11-05 transaction · row 1
1 source rowRow 1 · 2025-11-05 · Grant · Acquired 3,927 · Balance 59,082.775 F1: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.
HARTFORD INSURANCE GROUP, INC.
Report date July 27, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 7,578.021 |
Reported balance
After 2026-07-27 transaction · row 1
1 source rowRow 1 · 2026-07-27 · Grant · Acquired 1,355.787 · Balance 7,578.021 F1: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2026-2027 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days thereafter. |
| Common StockSEC Table I · non-derivative | Direct | 11,599.992 |
Reported balance
Holding disclosure · report date 2026-07-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,599.992 |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2026-2027 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days thereafter.
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, 2026 Filed Oct 5, 2026 21:04 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 234.513 | $0.00 | $0.00 |
DisclosureSEC source: 0001468136-26-000009 · wk-form4_1791234283.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,023.777 F1 · shares: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of October 1, 2026, and which vest on May 27, 2027. Read SEC document |
| July 27, 2026 Filed Jul 29, 2026 20:11 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 1,355.787 | $140.14 | $189,999.99 |
DisclosureSEC source: 0001225208-26-006794 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,578.021 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2026-2027 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days thereafter. Read SEC document |
| July 07, 2026 Filed Jul 9, 2026 20:21 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 209.767 | $0.00 | $0.00 |
DisclosureSEC source: 0001468136-26-000008 · wk-form4_1783628493.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,789.264 F1 · shares: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of July 7, 2026, and which vest on May 27, 2027. Read SEC document |
| May 27, 2026 Filed May 29, 2026 20:24 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 26,354.319 | $0.00 | $0.00 |
DisclosureSEC source: 0001468136-26-000006 · wk-form4_1780086270.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,579.497 F1 · shares: Reflects the 2026 annual grant of Restricted Stock Units which vest 100% on 5/27/2027. Read SEC document |
| April 02, 2026 Filed Apr 6, 2026 21:32 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 150.194 | $0.00 | $0.00 |
DisclosureSEC source: 0001468136-26-000004 · wk-form4_1775511124.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,225.178 F1 · shares: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of April 2, 2026, and which vest on May 21, 2026. Read SEC document |
| January 08, 2026 Filed Jan 12, 2026 21:54 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 119.81 | $0.00 | $0.00 |
DisclosureSEC source: 0001468136-26-000002 · wk-form4_1768254874.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,074.984 F1 · shares: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of January 8, 2026, and which vest on May 21, 2026. Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 21:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 3,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009036 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,082.775 F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. Read SEC document |
| October 02, 2025 Filed Oct 6, 2025 20:24 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 112.174 | $0.00 | $0.00 |
DisclosureSEC source: 0001468136-25-000004 · wk-form4_1759782294.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,955.174 F1 · shares: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of October 2, 2025, and which vest on May 21, 2026. F2 · shares: Amounts include fractional shares, which were not previously reported due to brokerage reporting practices. Read SEC document |
| July 30, 2025 Filed Aug 1, 2025 20:17 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 1,524.513 | $124.63 | $190,000.06 |
DisclosureSEC source: 0001225208-25-006949 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,641.928 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2025-2026 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days thereafter. Read SEC document |
| July 08, 2025 Filed Jul 10, 2025 21:10 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 116 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-25-000121 · wk-form4_1752181822.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,843 F1 · shares: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of July 8, 2025, and which vest on May 21, 2026. Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:08 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 17,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-25-000094 · wk-form4_1748030931.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,727 F1 · shares: Reflects the 2025 annual grant of Restricted Stock Units which vest 100% on 5/21/2026. Read SEC document |
| April 10, 2025 Filed Apr 11, 2025 20:13 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-25-000053 · wk-form4_1744402411.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,997 F1 · shares: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of April 3, 2025, and which vest on May 22, 2025. Read SEC document |
| January 09, 2025 Filed Jan 13, 2025 21:18 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-25-000005 · wk-form4_1736803104.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,854 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 22, 2025. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 3,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-009819 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,637.972 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| October 04, 2024 Filed Oct 8, 2024 20:14 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 158 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000101 · wk-form4_1728418442.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,690 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 22, 2025. Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 20:06 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 1,725.861 | $110.09 | $190,000.04 |
DisclosureSEC source: 0001225208-24-007712 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,739.527 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2024-2025 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days thereafter. Read SEC document |
| July 09, 2024 Filed Jul 11, 2024 20:36 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 158 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000086 · wk-form4_1720730157.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,532 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 22, 2025. Read SEC document |
| May 22, 2024 Filed May 24, 2024 15:42 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 20,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000060 · wk-form4_1716565326.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,374 F1 · shares: Reflects the 2024 annual grant of Restricted Stock Units which vest 100% on 5/22/2025. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 20:37 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 148 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000046 · wk-form4_1712608616.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,798 F1 · shares: 1. Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 24, 2024. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 22:12 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000005 · wk-form4_1705011115.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,650 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 24, 2024. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:39 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 4,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010053 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,216.028 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 20:38 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 93 | $6.22 | $578.46 |
DisclosureSEC source: 0001703056-23-000180 · wk-form4_1696624698.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,560 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 24, 2024. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 20:25 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 2,504.174 | $71.88 | $180,000.03 |
DisclosureSEC source: 0001225208-23-007899 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,392.12 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2023-2024 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days thereafter. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 23:29 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-23-000137 · wk-form4_1688772532.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,467 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 24, 2024. Read SEC document |
| May 24, 2023 Filed May 25, 2023 20:26 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 16,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-23-000122 · wk-form4_1685046373.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,371 F1 · shares: Reflects the 2023 annual grant of Restricted Stock Units which vest 100% on 5/24/2024. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 20:43 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-23-000098 · wf-form4_168081377917623.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,815 F1 · shares: Represents Dividend Equivalent Units, which are being awarded with respect to awards of Restricted Stock Units and vest on May 25, 2023. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:11 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-23-000016 · wf-form4_167304305988209.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,743 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 25, 2023. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011445 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,259.822 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 22:48 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000199 · wf-form4_166509650357057.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,689 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 25, 2023. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:13 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 2,837.774 | $63.43 | $180,000.00 |
DisclosureSEC source: 0001225208-22-009171 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,589.804 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2022-2023 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days thereafter. Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 22:25 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000167 · wf-form4_165714632612310.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,629 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 25, 2023. Read SEC document |
| May 25, 2022 Filed May 27, 2022 21:02 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 13,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000136 · wf-form4_165368535823612.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,553 F1 · shares: Reflects the 2022 annual grant of Restricted Stock Units which vest 100% on 5/25/2023. Read SEC document |
| April 04, 2022 Filed Apr 6, 2022 20:26 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000108 · wf-form4_164927677680486.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,645 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 26, 2022. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 22:12 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000024 · wf-form4_164150715839133.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,600 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 26, 2022. Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 20:24 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-21-000169 · wf-form4_163363827844782.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,560 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 26, 2022. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012264 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,844.298 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 20:16 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 2,829.299 | $63.62 | $180,000.00 |
DisclosureSEC source: 0001225208-21-011063 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,457.818 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2021-2022 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days thereafter. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:17 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-21-000132 · wf-form4_162525703882610.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,519 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 26, 2022. Read SEC document |
| May 26, 2021 Filed May 27, 2021 21:45 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 9,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-21-000107 · wf-form4_162215190184573.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,488 F1 · shares: Reflects the 2021 annual grant of Restricted Stock Units which vest 100% on 5/26/2022. F2 · balance_after: Includes 188 previously unreported Dividend Equivalent Units awarded with respect to awards of RSUs and which vest in full on May 29, 2021. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 20:22 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-21-000081 · wf-form4_161739492205610.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,723 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on May 29, 2021. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:38 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011490 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,471.975 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 22:31 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 4,285.714 | $42.00 | $179,999.99 |
DisclosureSEC source: 0001225208-20-010309 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,483.54 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2020-2021 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 20:21 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 14,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-20-000084 · wf-form4_159112924447892.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,476 F1 · shares: Reflects the 2020 annual grant of Restricted Stock Units ("RSUs") which vest 100% on 5/29/2021. F2 · balance_after: Includes 15,432 RSUs and 131 Dividend Equivalent Units ("DEUs") previously reported in Table II and 1,708 previously unreported DEUs awarded with respect to awards of RSUs and which have or will vest in full by June 13, 2020. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 21:18 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 452.325 | $55.27 | $25,000.00 |
DisclosureSEC source: 0001225208-20-003558 · doc4.xml · nonDerivative · entry 2 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,176.045 F2 · shares: RSUs acquired in lieu of cash compensation pursuant to an election under The Hartford 2014 Incentive Stock Plan. The RSUs are fully vested and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 21:18 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 723.72 | $55.27 | $40,000.00 |
DisclosureSEC source: 0001225208-20-003558 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 723.72 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2019-2020 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. Read SEC document |
| September 12, 2019 Filed Sep 16, 2019 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012547 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,520.621 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| June 13, 2019 Filed Jun 17, 2019 20:18 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units · Derivative | 15,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-19-000091 · wf-form4_156080270772025.xml · derivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,432 Underlying: Common Stock · 15,432 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") was received as a grant under the ADT Inc. 2018 Omnibus Incentive Plan on June 13, 2019, as amended to date, for no consideration, and represents a contingent right to receive ADT Inc. common stock upon vesting and settlement. The RSUs reported as acquired on this Form 4 will "cliff vest" as to 100% of the RSUs on June 13, 2020, generally subject to the reporting person's continued service on the board of directors of ADT Inc. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was received as a grant under the ADT Inc. 2018 Omnibus Incentive Plan on June 13, 2019, as amended to date, for no consideration, and represents a contingent right to receive ADT Inc. common stock upon vesting and settlement. The RSUs reported as acquired on this Form 4 will "cliff vest" as to 100% of the RSUs on June 13, 2020, generally subject to the reporting person's continued service on the board of directors of ADT Inc. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") was received as a grant under the ADT Inc. 2018 Omnibus Incentive Plan on June 13, 2019, as amended to date, for no consideration, and represents a contingent right to receive ADT Inc. common stock upon vesting and settlement. The RSUs reported as acquired on this Form 4 will "cliff vest" as to 100% of the RSUs on June 13, 2020, generally subject to the reporting person's continued service on the board of directors of ADT Inc. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 14:22 UTC | ADT Inc. ADT · Entity 3866 | Exercise / conversionRestricted Stock Units · Derivative | 14,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-19-000038 · wf-form4_155205492894264.xml · derivative · entry 2 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,212 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: Each Restricted Stock Unit vested March 6, 2019 and converted into shares of the Issuer's common stock without additional consideration. F2 · derivative.expiration_date: Each Restricted Stock Unit vested March 6, 2019 and converted into shares of the Issuer's common stock without additional consideration. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 14:22 UTC | ADT Inc. ADT · Entity 3866 | Exercise / conversionCommon Stock | 14,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-19-000038 · wf-form4_155205492894264.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,212 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 · kind: Represents shares of the Issuer's common stock issued upon vesting of Restricted Stock Units granted May 15, 2018 (including associated dividend equivalent units). Read SEC document |
| January 04, 2019 Filed Jan 7, 2019 21:44 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units · Derivative | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-19-000004 · wf-form4_154689745411649.xml · derivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,212 Underlying: Common Stock · 74 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the Issuer's Common Stock upon vesting. F2 · shares: Represents Dividend Equivalent Units, which are being awarded with respect to awards of Restricted Stock Units and which vest on March 6, 2019. F3 · derivative.expiration_date: Not applicable. 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.