Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Airlines Group Inc.AAL · Entity 3599 | Director | June 05, 2024 | June 06, 2024 |
| NMI Holdings, Inc.NMIH · Entity 4161 | Director | May 14, 2026 | May 18, 2026 |
| TAUBMAN CENTERS INCTCO · Entity 144281 | Director | December 29, 2020 | December 31, 2020 |
| Ventas, Inc.VTR · Entity 3044 | Director | July 16, 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.
American Airlines Group Inc.
Report date June 05, 2024 · Filed June 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 82,726 |
Reported balance
After 2024-06-05 transaction · row 1
1 source rowRow 1 · 2024-06-05 · Grant · Acquired 12,908 · Balance 82,726 F1: Restricted stock units will vest fully upon the earlier of June 5, 2025, or the next annual meeting of stockholders following the grant date, subject to the continued service of the reporting person through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units will vest fully upon the earlier of June 5, 2025, or the next annual meeting of stockholders following the grant date, subject to the continued service of the reporting person through the vesting date.
NMI Holdings, Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Unit (right to receive)SEC Table I · non-derivative | Direct | 50,558 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 4,512 · Balance 50,558 F1: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2: Represents 46,046 common shares and 4,512 unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date.
F2: Represents 46,046 common shares and 4,512 unvested restricted stock units.
TAUBMAN CENTERS INC
Report date December 29, 2020 · Filed December 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-12-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-12-29 · Disposition to issuer · Disposed 10,480 · Balance 5,000 F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc., and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration). F2: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her annual cash and equity retainers until the earlier of the termination of such director's service on Taubman's Board of Directors or upon a change of control. Such deferred compensation is denominated in restricted stock units (DSUs). Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding DSU was cancelled and converted into the right to receive the Common Stock Merger Consideration. Row 2 · 2020-12-29 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc., and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc., and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration).
F2: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her annual cash and equity retainers until the earlier of the termination of such director's service on Taubman's Board of Directors or upon a change of control. Such deferred compensation is denominated in restricted stock units (DSUs). Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding DSU was cancelled and converted into the right to receive the Common Stock Merger Consideration.
Ventas, Inc.
Report date July 16, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,273.573 |
Reported balance
After 2026-07-16 transaction · row 1
1 source rowRow 1 · 2026-07-16 · Grant · Acquired 71.615 · Balance 19,273.573 F1: Common stock in the form of units granted under the Ventas, Inc. Non-Employee Directors' Equity Award Deferral Program (the "Program") adopted pursuant to the Ventas, Inc. 2022 Incentive Plan as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on July 16, 2026. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Program. F2: Represents the closing price per share of Issuer's common stock as of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock in the form of units granted under the Ventas, Inc. Non-Employee Directors' Equity Award Deferral Program (the "Program") adopted pursuant to the Ventas, Inc. 2022 Incentive Plan as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on July 16, 2026. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Program.
F2: Represents the closing price per share of Issuer's common stock as of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 12, 2019 Filed Jun 13, 2019 22:36 UTC | American Airlines Group Inc. AAL · Entity 3599 | GrantCommon Stock | 4,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009236 · doc4.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,969 F1 · shares: Restricted stock units will vest fully upon the earlier of June 12, 2020, or the next annual meeting of stockholders following the grant date, subject to the continued service of the reporting person through the vesting date. Read SEC document |
| May 09, 2019 Filed May 13, 2019 23:09 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 4,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-19-000083 · wf-form4_155778897407184.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,548 F1 · shares: Represents restricted stock units granted pursuant to the NMI Holdings, Inc. 2012 Stock Incentive Plan on May 9, 2019. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 66,194 class A common shares and 4,354 unvested restricted stock units. Read SEC document |
| May 03, 2019 Filed May 6, 2019 21:24 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 5,000 | $27.76 | $138,806.50 |
DisclosureSEC source: 0001547903-19-000067 · wf-form4_155717783504930.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,194 F1 · price: The common stock was sold by the reporting person in a series of open market transactions on the transaction date, at a weighted average sale price of $27.7613. The range of sale prices on the transaction date was $27.7602 to $27.7800. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F2 · balance_after: Represents 61,271 class A common shares and 4,923 unvested restricted stock units. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 08:56 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 591 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000069 · wf-form4_155429616702885.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,482 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. Mr. Embler has elected to defer the stock-based portion of his retainer fee in 2019; the shares reflected in the table above are the deferred shares for the current quarter, and would have otherwise been payable under The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 15:23 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 687 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000011 · wf-form4_154663339657220.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,853 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. Mr. Embler has elected to defer the stock-based portion of his retainer fee in 2019; the shares reflected in the table above are the deferred shares for the current quarter, and would have otherwise been payable under The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 09:33 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 522 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-18-000142 · wf-form4_153848716653593.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,138 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. Mr. Embler has elected to defer the stock-based portion of his retainer fee in 2018; the shares reflected in the table above are the deferred shares for the current quarter, and would have otherwise been payable under The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| August 07, 2018 Filed Aug 8, 2018 21:31 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 15,000 | $21.77 | $326,586.00 |
DisclosureSEC source: 0001547903-18-000107 · wf-form4_153376388544949.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,194 F1 · price: The common stock was sold by the reporting person in a series of open market transactions on the transaction date, with a weighted average sale price of $21.7724. The range of sale prices on the transaction date was $21.75 to $21.825. The reporting person undertakes to provide, upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each price. F2 · balance_after: Represents 66,271 class A common shares and 4,923 unvested restricted stock units. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 11:30 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 532 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-18-000121 · wf-form4_153080459835041.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,599 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. Mr. Embler has elected to defer the stock-based portion of his retainer fee in 2018; the shares reflected in the table above are the deferred shares for the current quarter, and would have otherwise been payable under The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 20:54 UTC | American Airlines Group Inc. AAL · Entity 3599 | GrantCommon Stock | 3,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010680 · doc4.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,146 F1 · shares: Restricted stock units will vest fully upon the earlier of June 13, 2019, or the next annual meeting of stockholders following the grant date, subject to the continued service of the reporting person through the vesting date. Read SEC document |
| May 10, 2018 Filed May 14, 2018 22:12 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 4,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-18-000077 · wf-form4_152633588754707.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,194 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan on May 10, 2018. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 81,271 class A common shares and 4,923 unvested restricted units. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 08:48 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 549 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-18-000069 · wf-form4_152275969020201.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,055 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. Mr. Embler has elected to defer the stock-based portion of his retainer fee in 2018; the shares reflected in the table above are the deferred shares for the current quarter. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 11:23 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-18-000017 · wf-form4_151620619963010.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. Mr. Embler has elected to defer the stock-based portion of his retainer fee in 2018; the shares reflected in the table above are the deferred shares for the current quarter. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 21:06 UTC | American Airlines Group Inc. AAL · Entity 3599 | GrantCommon Stock | 3,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011375 · doc4.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,652 F1 · shares: Restricted stock units will vest fully upon the earlier of June 14, 2018, or the next annual meeting of stockholders following the grant date, subject to the continued service of the reporting person through the vesting date. Read SEC document |
| May 11, 2017 Filed May 15, 2017 21:25 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 7,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-17-000075 · wf-form4_149488352492353.xml · nonDerivative · entry 1 EMBLER MICHAEL J · CIK 0001209170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,271 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan on May 11, 2017. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 74,032 class A common shares and 7,239 unvested restricted stock units. 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.