Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESCO TECHNOLOGIES INCESE · Entity 3711 | Director | July 17, 2026 | July 20, 2026 |
| Evergy, Inc.EVRG · Entity 3282 | Director · President and CEO | March 01, 2026 | March 03, 2026 |
| Vistra Corp.VST · Entity 42 | EVP & Chief Financial Officer | June 05, 2020 | June 09, 2020 |
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.
ESCO TECHNOLOGIES INC
Report date July 17, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 3,630.9087 |
Reported balance
After 2026-07-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-17 · Grant · Acquired 0.9117 · Balance 3,630.9087 F1: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the payment date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the payment date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated.
Evergy, Inc.
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 160,100 |
Ending reported balance
After 2026-03-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-01 · Grant · Acquired 61,984 · Balance 170,944 F1: Award of common stock in settlement of performance shares. Row 2 · 2026-03-01 · Tax withholding · Disposed 22,975 · Balance 147,969 F2: Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026. Row 3 · 2026-03-01 · Exercise / conversion · Acquired 22,077 · Balance 170,046 F3: Reflects vesting of 19,415 restricted stock units (plus reinvested dividends related to those units). F4: Restricted stock units convert to stock on a one-for-one basis. Row 4 · 2026-03-01 · Tax withholding · Disposed 9,946 · Balance 160,100 F5: Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 56,898 |
Reported balance
After 2026-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-01 · Exercise / conversion · Disposed 22,077 · Balance 56,898 F4: Restricted stock units convert to stock on a one-for-one basis. F3: Reflects vesting of 19,415 restricted stock units (plus reinvested dividends related to those units). F6: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 25,247 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 28,319 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (iii) 25,235 units (plus reinvested dividends related to those units) vest on March 1, 2029. F7: Includes 2,981 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 82,133 |
Reported balance
After 2026-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-01 · Grant · Acquired 25,235 · Balance 82,133 F4: Restricted stock units convert to stock on a one-for-one basis. F6: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 25,247 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 28,319 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (iii) 25,235 units (plus reinvested dividends related to those units) vest on March 1, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of common stock in settlement of performance shares.
F2: Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026.
F3: Reflects vesting of 19,415 restricted stock units (plus reinvested dividends related to those units).
F4: Restricted stock units convert to stock on a one-for-one basis.
F5: Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026.
F6: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 25,247 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 28,319 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (iii) 25,235 units (plus reinvested dividends related to those units) vest on March 1, 2029.
F7: Includes 2,981 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.
Vistra Corp.
Report date June 05, 2020 · Filed June 09, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 127,384 |
Reported balance
After 2020-06-05 transaction · row 1
1 source rowRow 1 · 2020-06-05 · Tax withholding · Disposed 6,756 · Balance 127,384 F1: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
InfraREIT, Inc.
Report date May 16, 2019 · Filed May 16, 2019
Section 16 reporting ended · disclosed 2019-05-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-05-16 transaction · row 1
1 source rowRow 1 · 2019-05-16 · Disposition to issuer · Disposed 30,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated October 18, 2018, by and among InfraREIT, Inc., a Maryland corporation ("InfraREIT"), InfraREIT Partners, LP, a Delaware limited partnership and subsidiary of the Company ("InfraREIT Partners"), Oncor Electric Delivery Company LLC, a Delaware limited liability company ("Oncor"), 1912 Merger Sub LLC, a Delaware limited liability company and a wholly owned subsidiary of Oncor ("Merger Sub"), and Oncor T&D Partners, LP, a Delaware limited partnership and a wholly owned indirect subsidiary of Oncor ("Merger Partnership"), among other things, (i) InfraREIT was merged with and into Merger Sub (the "Company Merger"), with Merger Sub surviving the Company Merger, and (ii) immediately thereafter, Merger Partnership was merged with and into InfraREIT Partners (the "Partnership Merger" and, together with the Company Merger, the "Mergers"), with InfraREIT Partners surviving the Partnership Merger. F2: In the Company Merger and the Partnership Merger, respectively, each (A) share of common stock, par value $0.01 per share, of InfraREIT issued and outstanding immediately before the effective time of the Company Merger and (B) limited partnership unit in InfraREIT Partners issued and outstanding immediately before the effective time of the Partnership Merger was converted into the right to receive $21.00 per share of common stock or partnership unit, as applicable, in cash, without interest, and subject to deduction for any required withholding tax. |
| common unitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-05-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-05-16 · Disposition to issuer · Disposed 91,586 · Balance 0 F3: Represents common units of InfraREIT Partners. Prior to the Mergers, common units were redeemable for cash or, at InfraREIT's election, shares of InfraREIT's common stock on a one-for-one basis in accordance with the Third Amended and Restated Agreement of Limited Partnership of InfraREIT Partners. F1: Pursuant to the Agreement and Plan of Merger, dated October 18, 2018, by and among InfraREIT, Inc., a Maryland corporation ("InfraREIT"), InfraREIT Partners, LP, a Delaware limited partnership and subsidiary of the Company ("InfraREIT Partners"), Oncor Electric Delivery Company LLC, a Delaware limited liability company ("Oncor"), 1912 Merger Sub LLC, a Delaware limited liability company and a wholly owned subsidiary of Oncor ("Merger Sub"), and Oncor T&D Partners, LP, a Delaware limited partnership and a wholly owned indirect subsidiary of Oncor ("Merger Partnership"), among other things, (i) InfraREIT was merged with and into Merger Sub (the "Company Merger"), with Merger Sub surviving the Company Merger, and (ii) immediately thereafter, Merger Partnership was merged with and into InfraREIT Partners (the "Partnership Merger" and, together with the Company Merger, the "Mergers"), with InfraREIT Partners surviving the Partnership Merger. F2: In the Company Merger and the Partnership Merger, respectively, each (A) share of common stock, par value $0.01 per share, of InfraREIT issued and outstanding immediately before the effective time of the Company Merger and (B) limited partnership unit in InfraREIT Partners issued and outstanding immediately before the effective time of the Partnership Merger was converted into the right to receive $21.00 per share of common stock or partnership unit, as applicable, in cash, without interest, and subject to deduction for any required withholding tax. |
| common unitsSEC Table II · derivative / convertible security | IndirectBy Electricity Participant Partnership, LLC | 0 |
Reported balance
After 2019-05-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-05-16 · Disposition to issuer · Disposed 102,646 · Balance 0 F3: Represents common units of InfraREIT Partners. Prior to the Mergers, common units were redeemable for cash or, at InfraREIT's election, shares of InfraREIT's common stock on a one-for-one basis in accordance with the Third Amended and Restated Agreement of Limited Partnership of InfraREIT Partners. F1: Pursuant to the Agreement and Plan of Merger, dated October 18, 2018, by and among InfraREIT, Inc., a Maryland corporation ("InfraREIT"), InfraREIT Partners, LP, a Delaware limited partnership and subsidiary of the Company ("InfraREIT Partners"), Oncor Electric Delivery Company LLC, a Delaware limited liability company ("Oncor"), 1912 Merger Sub LLC, a Delaware limited liability company and a wholly owned subsidiary of Oncor ("Merger Sub"), and Oncor T&D Partners, LP, a Delaware limited partnership and a wholly owned indirect subsidiary of Oncor ("Merger Partnership"), among other things, (i) InfraREIT was merged with and into Merger Sub (the "Company Merger"), with Merger Sub surviving the Company Merger, and (ii) immediately thereafter, Merger Partnership was merged with and into InfraREIT Partners (the "Partnership Merger" and, together with the Company Merger, the "Mergers"), with InfraREIT Partners surviving the Partnership Merger. F2: In the Company Merger and the Partnership Merger, respectively, each (A) share of common stock, par value $0.01 per share, of InfraREIT issued and outstanding immediately before the effective time of the Company Merger and (B) limited partnership unit in InfraREIT Partners issued and outstanding immediately before the effective time of the Partnership Merger was converted into the right to receive $21.00 per share of common stock or partnership unit, as applicable, in cash, without interest, and subject to deduction for any required withholding tax. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated October 18, 2018, by and among InfraREIT, Inc., a Maryland corporation ("InfraREIT"), InfraREIT Partners, LP, a Delaware limited partnership and subsidiary of the Company ("InfraREIT Partners"), Oncor Electric Delivery Company LLC, a Delaware limited liability company ("Oncor"), 1912 Merger Sub LLC, a Delaware limited liability company and a wholly owned subsidiary of Oncor ("Merger Sub"), and Oncor T&D Partners, LP, a Delaware limited partnership and a wholly owned indirect subsidiary of Oncor ("Merger Partnership"), among other things, (i) InfraREIT was merged with and into Merger Sub (the "Company Merger"), with Merger Sub surviving the Company Merger, and (ii) immediately thereafter, Merger Partnership was merged with and into InfraREIT Partners (the "Partnership Merger" and, together with the Company Merger, the "Mergers"), with InfraREIT Partners surviving the Partnership Merger.
F2: In the Company Merger and the Partnership Merger, respectively, each (A) share of common stock, par value $0.01 per share, of InfraREIT issued and outstanding immediately before the effective time of the Company Merger and (B) limited partnership unit in InfraREIT Partners issued and outstanding immediately before the effective time of the Partnership Merger was converted into the right to receive $21.00 per share of common stock or partnership unit, as applicable, in cash, without interest, and subject to deduction for any required withholding tax.
F3: Represents common units of InfraREIT Partners. Prior to the Mergers, common units were redeemable for cash or, at InfraREIT's election, shares of InfraREIT's common stock on a one-for-one basis in accordance with the Third Amended and Restated Agreement of Limited Partnership of InfraREIT Partners.
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 |
|---|---|---|---|---|---|---|
| May 16, 2019 Filed May 16, 2019 20:29 UTC | InfraREIT, Inc. HIFR · Entity 157497 | Disposition to issuercommon stock, $0.01 par value per share | 30,000 | $21.00 | $630,000.00 |
DisclosureSEC source: 0001209191-19-030392 · doc4.xml · nonDerivative · entry 1 Campbell David A · CIK 0001292208 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated October 18, 2018, by and among InfraREIT, Inc., a Maryland corporation ("InfraREIT"), InfraREIT Partners, LP, a Delaware limited partnership and subsidiary of the Company ("InfraREIT Partners"), Oncor Electric Delivery Company LLC, a Delaware limited liability company ("Oncor"), 1912 Merger Sub LLC, a Delaware limited liability company and a wholly owned subsidiary of Oncor ("Merger Sub"), and Oncor T&D Partners, LP, a Delaware limited partnership and a wholly owned indirect subsidiary of Oncor ("Merger Partnership"), among other things, (i) InfraREIT was merged with and into Merger Sub (the "Company Merger"), with Merger Sub surviving the Company Merger, and (ii) immediately thereafter, Merger Partnership was merged with and into InfraREIT Partners (the "Partnership Merger" and, together with the Company Merger, the "Mergers"), with InfraREIT Partners surviving the Partnership Merger. F2 · price: In the Company Merger and the Partnership Merger, respectively, each (A) share of common stock, par value $0.01 per share, of InfraREIT issued and outstanding immediately before the effective time of the Company Merger and (B) limited partnership unit in InfraREIT Partners issued and outstanding immediately before the effective time of the Partnership Merger was converted into the right to receive $21.00 per share of common stock or partnership unit, as applicable, in cash, without interest, and subject to deduction for any required withholding tax. Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 13:40 UTC | InfraREIT, Inc. HIFR · Entity 157497 | Othercommon units · Derivative | 91,586 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-152251 · doc4.xml · derivative · entry 2 Campbell David A · CIK 0001292208 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,586 Underlying: common stock · 91,586 shares Expires not disclosed F2 · security: Represents common units of InfraREIT Partners, LP ("InfraREIT Partners"). Pursuant to the Third Amended and Restated Agreement of Limited Partnership of InfraREIT Partners, common units are redeemable for cash or, at InfraREIT, Inc.'s election, shares of InfraREIT, Inc.'s common stock on a one-for-one basis. The right to redeem common units does not have an expiration date. F2 · derivative.exercise_price: Represents common units of InfraREIT Partners, LP ("InfraREIT Partners"). Pursuant to the Third Amended and Restated Agreement of Limited Partnership of InfraREIT Partners, common units are redeemable for cash or, at InfraREIT, Inc.'s election, shares of InfraREIT, Inc.'s common stock on a one-for-one basis. The right to redeem common units does not have an expiration date. F3 · kind: Represents the receipt of a grant of common units of InfraREIT Partners by Mr. Campbell from Hunt Transmission Services, L.L.C., a subsidiary of Hunt Consolidated, Inc. ("HCI"), as incentive compensation. The common units are restricted and subject to vesting. The common units will vest one-fourth on January 31, 2018, one-fourth on January 31, 2019, one-fourth on January 31, 2020 and the balance of the common units will vest on January 31, 2021, subject to continual service by Mr. Campbell with HCI or an affiliate thereof on such dates. F3 · shares: Represents the receipt of a grant of common units of InfraREIT Partners by Mr. Campbell from Hunt Transmission Services, L.L.C., a subsidiary of Hunt Consolidated, Inc. ("HCI"), as incentive compensation. The common units are restricted and subject to vesting. The common units will vest one-fourth on January 31, 2018, one-fourth on January 31, 2019, one-fourth on January 31, 2020 and the balance of the common units will vest on January 31, 2021, subject to continual service by Mr. Campbell with HCI or an affiliate thereof on such dates. F3 · price: Represents the receipt of a grant of common units of InfraREIT Partners by Mr. Campbell from Hunt Transmission Services, L.L.C., a subsidiary of Hunt Consolidated, Inc. ("HCI"), as incentive compensation. The common units are restricted and subject to vesting. The common units will vest one-fourth on January 31, 2018, one-fourth on January 31, 2019, one-fourth on January 31, 2020 and the balance of the common units will vest on January 31, 2021, subject to continual service by Mr. Campbell with HCI or an affiliate thereof on such dates. F2 · derivative.exercise_date: Represents common units of InfraREIT Partners, LP ("InfraREIT Partners"). Pursuant to the Third Amended and Restated Agreement of Limited Partnership of InfraREIT Partners, common units are redeemable for cash or, at InfraREIT, Inc.'s election, shares of InfraREIT, Inc.'s common stock on a one-for-one basis. The right to redeem common units does not have an expiration date. F3 · derivative.exercise_date: Represents the receipt of a grant of common units of InfraREIT Partners by Mr. Campbell from Hunt Transmission Services, L.L.C., a subsidiary of Hunt Consolidated, Inc. ("HCI"), as incentive compensation. The common units are restricted and subject to vesting. The common units will vest one-fourth on January 31, 2018, one-fourth on January 31, 2019, one-fourth on January 31, 2020 and the balance of the common units will vest on January 31, 2021, subject to continual service by Mr. Campbell with HCI or an affiliate thereof on such dates. F2 · derivative.expiration_date: Represents common units of InfraREIT Partners, LP ("InfraREIT Partners"). Pursuant to the Third Amended and Restated Agreement of Limited Partnership of InfraREIT Partners, common units are redeemable for cash or, at InfraREIT, Inc.'s election, shares of InfraREIT, Inc.'s common stock on a one-for-one basis. The right to redeem common units does not have an expiration date. F3 · derivative.expiration_date: Represents the receipt of a grant of common units of InfraREIT Partners by Mr. Campbell from Hunt Transmission Services, L.L.C., a subsidiary of Hunt Consolidated, Inc. ("HCI"), as incentive compensation. The common units are restricted and subject to vesting. The common units will vest one-fourth on January 31, 2018, one-fourth on January 31, 2019, one-fourth on January 31, 2020 and the balance of the common units will vest on January 31, 2021, subject to continual service by Mr. Campbell with HCI or an affiliate thereof on such dates. F3 · derivative.underlying_shares: Represents the receipt of a grant of common units of InfraREIT Partners by Mr. Campbell from Hunt Transmission Services, L.L.C., a subsidiary of Hunt Consolidated, Inc. ("HCI"), as incentive compensation. The common units are restricted and subject to vesting. The common units will vest one-fourth on January 31, 2018, one-fourth on January 31, 2019, one-fourth on January 31, 2020 and the balance of the common units will vest on January 31, 2021, subject to continual service by Mr. Campbell with HCI or an affiliate thereof on such dates. F1 · balance_after: In the aggregate, Mr. Campbell beneficially owns 224,232 shares of common stock, consisting of the 30,000 shares of common stock shown in Table I and the aggregate 194,232 shares underlying the common units shown in Table II. 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.