Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lazard, Inc.LAZ · Entity 4031 | Director | July 23, 2026 | July 27, 2026 |
| TPG Inc.TPG · Entity 3253 | Director | July 15, 2026 | July 17, 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.
Lazard, Inc.
Report date July 23, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,982 |
Reported balance
After 2026-07-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-23 · Grant · Acquired 3,982 · Balance 3,982 F1: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement. F2: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement.
F2: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc.
TPG Inc.
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,693 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 4,181 · Balance 12,693 F1: Represents an annual award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock of TPG Inc. (the "Issuer"). The Issuer has granted the RSUs pursuant to its Independent Director Compensation Policy. The RSUs will vest on the first anniversary of the grant date, subject to the Reporting Person's continuous service through the vesting date; provided that if the Reporting Person serves through the Issuer's next annual meeting of shareholders occurring after the date of grant, the Reporting Person will be entitled to retain the RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock of TPG Inc. (the "Issuer"). The Issuer has granted the RSUs pursuant to its Independent Director Compensation Policy. The RSUs will vest on the first anniversary of the grant date, subject to the Reporting Person's continuous service through the vesting date; provided that if the Reporting Person serves through the Issuer's next annual meeting of shareholders occurring after the date of grant, the Reporting Person will be entitled to retain the RSUs.
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 |
|---|---|---|---|---|---|---|
| July 23, 2026 Filed Jul 27, 2026 21:49 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 3,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-049871 · wk-form4_1785188956.xml · derivative · entry 1 Elsesser Kathy · CIK 0002052289 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,982 Underlying: Common Stock · 3,982 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.exercise_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.expiration_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 21:22 UTC | TPG Inc. TPG · Entity 3253 | GrantClass A Common Stock | 4,181 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-26-000710 · ownership.xml · nonDerivative · entry 1 Elsesser Kathy · CIK 0002052289 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,693 F1 · price: Represents an annual award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock of TPG Inc. (the "Issuer"). The Issuer has granted the RSUs pursuant to its Independent Director Compensation Policy. The RSUs will vest on the first anniversary of the grant date, subject to the Reporting Person's continuous service through the vesting date; provided that if the Reporting Person serves through the Issuer's next annual meeting of shareholders occurring after the date of grant, the Reporting Person will be entitled to retain the RSUs. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 23:26 UTC | TPG Inc. TPG · Entity 3253 | GrantClass A Common Stock | 2,762 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-25-000672 · ownership.xml · nonDerivative · entry 1 Elsesser Kathy · CIK 0002052289 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,512 F1 · shares: Represents an annual award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock of TPG Inc. (the "Issuer"). The Issuer has granted the RSUs pursuant to its Independent Director Compensation Policy. The RSUs will vest on the first anniversary of the grant date, subject to the Reporting Person's continuous service through the vesting date; provided that if the Reporting Person serves through the Issuer's next annual meeting of shareholders occurring after the date of grant, the Reporting Person will be entitled to retain the RSUs. F1 · price: Represents an annual award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock of TPG Inc. (the "Issuer"). The Issuer has granted the RSUs pursuant to its Independent Director Compensation Policy. The RSUs will vest on the first anniversary of the grant date, subject to the Reporting Person's continuous service through the vesting date; provided that if the Reporting Person serves through the Issuer's next annual meeting of shareholders occurring after the date of grant, the Reporting Person will be entitled to retain the RSUs. Read SEC document |
| February 17, 2025 Filed Feb 20, 2025 00:20 UTC | TPG Inc. TPG · Entity 3253 | GrantClass A Common Stock | 5,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-25-000204 · ownership.xml · nonDerivative · entry 1 Elsesser Kathy · CIK 0002052289 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,750 F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of TPG Inc. (the "Issuer"). The Issuer has granted the RSUs pursuant to its Independent Director Compensation Policy. 4,813 of the RSUs represent an initial award that will vest one-third on each of the first, second and third anniversaries of January 13, 2025, subject to the Reporting Person's continuous service through the vesting date. 937 of the RSUs represent an annual award that vests on January 13, 2026, subject to the Reporting Person's continuous service through the vesting date; provided that if the Reporting Person serves through the Issuer's next annual meeting of shareholders occurring after January 13, 2025, the Reporting Person will be entitled to retain the RSUs. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of TPG Inc. (the "Issuer"). The Issuer has granted the RSUs pursuant to its Independent Director Compensation Policy. 4,813 of the RSUs represent an initial award that will vest one-third on each of the first, second and third anniversaries of January 13, 2025, subject to the Reporting Person's continuous service through the vesting date. 937 of the RSUs represent an annual award that vests on January 13, 2026, subject to the Reporting Person's continuous service through the vesting date; provided that if the Reporting Person serves through the Issuer's next annual meeting of shareholders occurring after January 13, 2025, the Reporting Person will be entitled to retain the RSUs. 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.