Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 2U, Inc.TWOU · Entity 89183 | Director | May 05, 2023 | May 08, 2023 |
| Alight, Inc. / DelawareALIT · Entity 5436 | Director | September 30, 2026 | October 03, 2026 |
| EQUIFAX INCEFX · Entity 3235 | Chief HR Officer | February 22, 2019 | February 27, 2019 |
| ThredUp Inc.TDUP · Entity 1057 | Director | July 20, 2026 | July 22, 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.
2U, Inc.
Report date May 05, 2023 · Filed May 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,812 |
Reported balance
After 2023-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-05 · Grant · Acquired 21,246 · Balance 72,812 F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2: The shares underlying this restricted stock unit award will vest in full on April 1, 2024, subject to the reporting person's continued service as a director of the issuer as of that date. |
Filing footnotes · ownership attribution and instrument terms
F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer.
F2: The shares underlying this restricted stock unit award will vest in full on April 1, 2024, subject to the reporting person's continued service as a director of the issuer as of that date.
Alight, Inc. / Delaware
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 21,815 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,471 · Balance 21,815 F1: Quarterly award of shares elected in lieu of cash retainer of $13,125 for service as a member of the Board of Directors and granted pursuant to the Alight, Inc. 2021 Omnibus Incentive Plan. The number of shares granted was calculated by dividing the cash retainer by $8.92, the closing price of the Issuer's ordinary shares on September 30, 2026, and rounding down to the next whole share. F2: Includes restricted stock units scheduled to vest in the future. |
Filing footnotes · ownership attribution and instrument terms
F1: Quarterly award of shares elected in lieu of cash retainer of $13,125 for service as a member of the Board of Directors and granted pursuant to the Alight, Inc. 2021 Omnibus Incentive Plan. The number of shares granted was calculated by dividing the cash retainer by $8.92, the closing price of the Issuer's ordinary shares on September 30, 2026, and rounding down to the next whole share.
F2: Includes restricted stock units scheduled to vest in the future.
EQUIFAX INC
Report date February 22, 2019 · Filed February 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,384 |
Reported balance
After 2019-02-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-02-22 · Grant · Acquired 1,603 · Balance 21,384 F1: Annual equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 2/22/2022. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. |
| Stock Option/Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $110.76 · Expires 2029-02-22 | Direct | 6,409 |
Reported balance
After 2019-02-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-22 · Grant · Acquired 6,409 · Balance 6,409 F3: Annual equity grant pursuant to the Company's long-term incentive plan. The option vests in three equal annual increments beginning 2/22/2020. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 213 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 213 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 2/22/2022.
F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date.
F3: Annual equity grant pursuant to the Company's long-term incentive plan. The option vests in three equal annual increments beginning 2/22/2020.
ThredUp Inc.
Report date July 20, 2026 · Filed July 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 193,426 |
Reported balance
After 2026-07-20 transaction · row 1
1 source rowRow 1 · 2026-07-20 · Grant · Acquired 2,265 · Balance 193,426 F1: Grant of fully vested restricted stock units ("RSUs") under the Issuer's 2021 Stock Option and Incentive Plan in a transaction exempt under Rule 16b-3. Each RSU represents a right to receive one share of the Issuer's Class A Common Stock. The Reporting Person elected to receive RSUs in lieu of her annual cash retainer, which retainer is paid in quarterly installments. The Reporting Person elected to defer distribution until the earliest of (a) 30 days after the Reporting Person's separation from service on the Board within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended ("Section 409A"), (b) a Sale Event (as defined in the Issuer's 2021 Stock Option and Incentive Plan) that constitutes a change in control under Section 409A, or (c) 30 days after the Reporting Person's death. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of fully vested restricted stock units ("RSUs") under the Issuer's 2021 Stock Option and Incentive Plan in a transaction exempt under Rule 16b-3. Each RSU represents a right to receive one share of the Issuer's Class A Common Stock. The Reporting Person elected to receive RSUs in lieu of her annual cash retainer, which retainer is paid in quarterly installments. The Reporting Person elected to defer distribution until the earliest of (a) 30 days after the Reporting Person's separation from service on the Board within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended ("Section 409A"), (b) a Sale Event (as defined in the Issuer's 2021 Stock Option and Incentive Plan) that constitutes a change in control under Section 409A, or (c) 30 days after the Reporting Person's death.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Benefitfocus, Inc.
Report date January 24, 2023 · Filed January 26, 2023
Section 16 reporting ended · disclosed 2023-01-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-01-24 transaction · row 1
1 source rowRow 1 · 2023-01-24 · Disposition to issuer · Disposed 29,943 · Balance 0 F1: On January 24, 2023, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated November 1, 2022, by and among the Issuer, Voya Financial, Inc. ("Voya") and Origami Squirrel Acquisition Corp. (the "Merger Sub"), as amended, the Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Voya. Pursuant to the Merger Agreement, at the effective time of the Merger each share of the Issuer's common stock was exchanged for the Per Share Common Stock Merger Consideration of $10.50, without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 24, 2023, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated November 1, 2022, by and among the Issuer, Voya Financial, Inc. ("Voya") and Origami Squirrel Acquisition Corp. (the "Merger Sub"), as amended, the Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Voya. Pursuant to the Merger Agreement, at the effective time of the Merger each share of the Issuer's common stock was exchanged for the Per Share Common Stock Merger Consideration of $10.50, without interest.
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 |
|---|---|---|---|---|---|---|
| February 22, 2019 Filed Feb 27, 2019 01:30 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 6,409 | $0.00 Strike: $110.76 | $0.00 |
DisclosureSEC source: 0001225208-19-003787 · doc4.xml · derivative · entry 3 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,409 Underlying: Common Stock · 6,409 shares Expires 2029-02-22 F3 · derivative.exercise_date: Annual equity grant pursuant to the Company's long-term incentive plan. The option vests in three equal annual increments beginning 2/22/2020. Read SEC document |
| February 22, 2019 Filed Feb 27, 2019 01:30 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003787 · doc4.xml · nonDerivative · entry 1 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,384 F1 · security: Annual equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 2/22/2022. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 21:50 UTC | EQUIFAX INC EFX · Entity 3235 | Tax withholdingCommon Stock | 1,617 | $109.32 | $176,770.44 |
DisclosureSEC source: 0001225208-19-003068 · doc4.xml · nonDerivative · entry 2 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,787 F1 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 21:50 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003068 · doc4.xml · nonDerivative · entry 1 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,404 F1 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:49 UTC | 2U, Inc. TWOU · Entity 89183 | GrantEmployee Stock Option (right to buy) · Derivative | 1,504 | $0.00 Strike: $78.77 | $0.00 |
DisclosureSEC source: 0001209191-18-026770 · doc4.xml · derivative · entry 3 Rushing Coretha M · CIK 0001362321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504 Underlying: Common Stock · 1,504 shares Expires 2028-04-25 F5 · derivative.exercise_date: The option award will vest as to one-third of the underlying shares on each of April 1, 2019, 2020 and 2021, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:49 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 698 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026770 · doc4.xml · nonDerivative · entry 2 Rushing Coretha M · CIK 0001362321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,906 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F4 · shares: The restricted stock unit award will vest as to one-third of the underlying shares on each of April 1, 2019, 2020 and 2021, subject to the reporting person's continued service as a director of the issuer as of the applicable vesting date. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:49 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 317 | $78.77 | $24,970.09 |
DisclosureSEC source: 0001209191-18-026770 · doc4.xml · nonDerivative · entry 1 Rushing Coretha M · CIK 0001362321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,208 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2019, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $25,000. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 22:19 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 5,852 | $0.00 Strike: $121.35 | $0.00 |
DisclosureSEC source: 0001225208-18-005691 · doc4.xml · derivative · entry 3 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,852 Underlying: Common Stock · 5,852 shares Expires 2028-03-05 F3 · derivative.exercise_date: Annual equity grant pursuant to the Company's long-term incentive plan. The option vests in three equal annual increments beginning 3/5/2019. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 22:19 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005691 · doc4.xml · nonDerivative · entry 1 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,088 F1 · security: Annual equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 3/5/2021. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:36 UTC | EQUIFAX INC EFX · Entity 3235 | Tax withholdingCommon Stock | 4,986 | $117.46 | $585,655.56 |
DisclosureSEC source: 0001225208-18-003604 · doc4.xml · nonDerivative · entry 2 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,625 F1 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in the corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:36 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 8,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003604 · doc4.xml · nonDerivative · entry 1 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,611 F1 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in the corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 21:37 UTC | 2U, Inc. TWOU · Entity 89183 | GrantEmployee Stock Option (right to buy) · Derivative | 2,899 | $0.00 Strike: $39.69 | $0.00 |
DisclosureSEC source: 0001179110-17-005856 · edgar.xml · derivative · entry 3 Rushing Coretha M · CIK 0001362321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,899 Underlying: Common Stock · 2,899 shares Expires 2027-04-01 F5 · derivative.exercise_date: The option award will vest as to one-third of the underlying shares on each of April 1, 2018, 2019 and 2020, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 21:37 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 1,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005856 · edgar.xml · nonDerivative · entry 2 Rushing Coretha M · CIK 0001362321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,891 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F4 · shares: The restricted stock unit award will vest as to one-third of the underlying shares on each of April 1, 2018, 2019 and 2020, subject to the reporting person's continued service as a director of the issuer as of the applicable vesting date. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 21:37 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 629 | $39.69 | $24,965.01 |
DisclosureSEC source: 0001179110-17-005856 · edgar.xml · nonDerivative · entry 1 Rushing Coretha M · CIK 0001362321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,506 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2018, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $25,000. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:11 UTC | EQUIFAX INC EFX · Entity 3235 | Tax withholdingCommon Stock | 7,145 | $129.36 | $924,277.20 |
DisclosureSEC source: 0001225208-17-004320 · doc4.xml · nonDerivative · entry 2 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,100 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:11 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 10,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004320 · doc4.xml · nonDerivative · entry 1 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,245 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 17:53 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 5,466 | $0.00 Strike: $129.93 | $0.00 |
DisclosureSEC source: 0001225208-17-003890 · doc4.xml · derivative · entry 3 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,466 Underlying: Common Stock · 5,466 shares Expires 2027-02-16 F2 · derivative.exercise_date: The option vests in three equal annual increments beginning 2/16/2018. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 17:53 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003890 · doc4.xml · nonDerivative · entry 1 Rushing Coretha M · CIK 0001362321 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,083 F1 · security: Award of restricted stock units. The stock vests 100% on 2/16/2020. 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.