Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Custom Truck One Source, Inc.CTOS · Entity 4503 | Director | March 31, 2026 | April 02, 2026 |
| JACOBS SOLUTIONS INC.J · Entity 3307 | Director | January 29, 2026 | February 02, 2026 |
| PAE IncPAE · Entity 130269 | Director | February 15, 2022 | February 16, 2022 |
| Victory Capital Holdings, Inc.VCTR · Entity 3710 | Director | October 12, 2026 | October 14, 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.
Custom Truck One Source, Inc.
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 82,032 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Exercise / conversion · Acquired 26,859 · Balance 82,032 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-31 · Exercise / conversion · Disposed 26,859 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2: The restricted stock units vested in full on March 31, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 19,225 |
Reported balance
After 2026-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-01 · Grant · Acquired 19,225 · Balance 19,225 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3: The restricted stock units will vest on March 31, 2027 and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: The restricted stock units vested in full on March 31, 2026.
F3: The restricted stock units will vest on March 31, 2027 and have no expiration date.
JACOBS SOLUTIONS INC.
Report date January 29, 2026 · Filed February 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,185 |
Reported balance
After 2026-01-29 transaction · row 1
1 source rowRow 1 · 2026-01-29 · Grant · Acquired 1,468 · Balance 3,185 F1: Represents the receipt of restricted stock units pursuant to the Company's Outside Director Stock Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock at the time of vesting. The restricted stock units will become 100% vested on the first to occur of the following (i) the one-year anniversary of the award date or (ii) the date of the Company's 2027 annual shareholder meeting occurring after December 31, 2026, provided that Director remains a director of the Company continuously through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the receipt of restricted stock units pursuant to the Company's Outside Director Stock Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock at the time of vesting. The restricted stock units will become 100% vested on the first to occur of the following (i) the one-year anniversary of the award date or (ii) the date of the Company's 2027 annual shareholder meeting occurring after December 31, 2026, provided that Director remains a director of the Company continuously through such vesting date.
PAE Inc
Report date February 15, 2022 · Filed February 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-02-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-02-15 · Disposition to issuer · Disposed 13,110 · Balance 0 F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated October 25, 2021, among PAE Incorporated (the "Company"), Amentum Government Services Holdings LLC, and Pinnacle Virginia Merger Sub Inc. (the "Merger"), each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05. |
Filing footnotes · ownership attribution and instrument terms
F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated October 25, 2021, among PAE Incorporated (the "Company"), Amentum Government Services Holdings LLC, and Pinnacle Virginia Merger Sub Inc. (the "Merger"), each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05.
Victory Capital Holdings, Inc.
Report date October 12, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,663 |
Reported balance
After 2026-10-12 transaction · row 1
1 source rowRow 1 · 2026-10-12 · Grant · Acquired 259 · Balance 7,663 F1: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $28,750. The price is based on the closing price of the Company's shares on October 12, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $28,750. The price is based on the closing price of the Company's shares on October 12, 2026.
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 12, 2026 Filed Oct 14, 2026 21:16 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 259 | $110.95 | $28,736.05 |
DisclosureSEC source: 0001193125-26-421813 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,663 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $28,750. The price is based on the closing price of the Company's shares on October 12, 2026. Read SEC document |
| July 10, 2026 Filed Jul 14, 2026 21:12 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 311 | $92.24 | $28,686.64 |
DisclosureSEC source: 0001193125-26-303383 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,404 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $28,750. The price is based on the closing price of the Company's shares on July 10, 2026. Read SEC document |
| April 10, 2026 Filed Apr 14, 2026 21:08 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 424 | $67.79 | $28,742.96 |
DisclosureSEC source: 0001193125-26-155077 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,093 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $28,750. The price is based on the closing price of the Company's shares on April 10, 2026. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:30 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 19,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-039385 · ownership.xml · derivative · entry 3 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,225 Underlying: Common Stock · 19,225 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2027 and have no expiration date. F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2027 and have no expiration date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:30 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 26,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-039385 · ownership.xml · derivative · entry 2 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,859 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vested in full on March 31, 2026. F2 · derivative.expiration_date: The restricted stock units vested in full on March 31, 2026. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:30 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 26,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-039385 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,032 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 29, 2026 Filed Feb 2, 2026 22:44 UTC | JACOBS SOLUTIONS INC. J · Entity 3307 | GrantCommon Stock | 1,468 | $136.29 | $200,073.72 |
DisclosureSEC source: 0001856953-26-000002 · form4-02022026_100247.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,185 F1 · shares: Represents the receipt of restricted stock units pursuant to the Company's Outside Director Stock Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock at the time of vesting. The restricted stock units will become 100% vested on the first to occur of the following (i) the one-year anniversary of the award date or (ii) the date of the Company's 2027 annual shareholder meeting occurring after December 31, 2026, provided that Director remains a director of the Company continuously through such vesting date. Read SEC document |
| January 12, 2026 Filed Jan 14, 2026 22:50 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 417 | $68.93 | $28,743.81 |
DisclosureSEC source: 0001193125-26-013162 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,669 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $28,750. The price is based on the closing price of the Company's shares on January 12, 2026. Read SEC document |
| October 10, 2025 Filed Oct 15, 2025 01:29 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 435 | $65.98 | $28,701.30 |
DisclosureSEC source: 0001193125-25-239393 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,252 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $28,750. The price is based on the closing price of the Company's shares on October 10, 2025. Read SEC document |
| July 10, 2025 Filed Jul 14, 2025 20:20 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 434 | $66.24 | $28,748.16 |
DisclosureSEC source: 0000950170-25-095589 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,817 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $28,750. The price is based on the closing price of the Company's shares on July 10, 2025. Read SEC document |
| April 10, 2025 Filed Apr 14, 2025 23:22 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 531 | $54.06 | $28,705.86 |
DisclosureSEC source: 0000950170-25-053865 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,383 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $28,750. The price is based on the closing price of the Company's shares on April 10, 2025. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 20:15 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 26,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028040 · ownership.xml · derivative · entry 3 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,859 Underlying: Common Stock · 26,859 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2026 and have no expiration date. F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2026 and have no expiration date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:15 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 22,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028040 · ownership.xml · derivative · entry 2 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,218 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vested in full on March 31, 2025. F2 · derivative.expiration_date: The restricted stock units vested in full on March 31, 2025. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:15 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 22,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028040 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,173 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 30, 2025 Filed Feb 3, 2025 23:00 UTC | JACOBS SOLUTIONS INC. J · Entity 3307 | GrantCommon Stock | 1,717 | $139.82 | $240,070.94 |
DisclosureSEC source: 0001415889-25-002793 · form4-02032025_110208.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,717 F1 · shares: Represents the receipt of restricted stock units pursuant to the Company's Outside Director Stock Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock at the time of vesting. The restricted stock units will become 100% vested on the first to occur of the following: (i) the one-year anniversary of the award date or (ii) the date of the Company's 2026 annual shareholder meeting occurring after December 31, 2025, provided that Director remains a director of the Company continuously through such vesting date Read SEC document |
| January 10, 2025 Filed Jan 14, 2025 22:09 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 407 | $61.36 | $24,973.52 |
DisclosureSEC source: 0000950170-25-005453 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,852 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $25,000. The price is based on the closing price of the Company's shares on January 10, 2025. Read SEC document |
| October 10, 2024 Filed Oct 15, 2024 20:35 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 436 | $57.30 | $24,982.80 |
DisclosureSEC source: 0000950170-24-114717 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,445 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $25,000. The price is based on the closing price of the Company's shares on October 10, 2024. Read SEC document |
| July 10, 2024 Filed Jul 12, 2024 14:08 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 520 | $48.00 | $24,960.00 |
DisclosureSEC source: 0000950170-24-083098 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,009 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $25,000. The price is based on the closing price of the Company's shares on July 10, 2024. Read SEC document |
| April 10, 2024 Filed Apr 12, 2024 21:41 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 573 | $43.58 | $24,971.34 |
DisclosureSEC source: 0000950170-24-044167 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,489 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $25,000. The price is based on the closing price of the Company's shares on April 10, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 00:00 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 22,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-029526 · ownership.xml · derivative · entry 3 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,218 Underlying: Common Stock · 22,218 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2025 and have no expiration date. F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2025 and have no expiration date. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 00:00 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 18,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-029526 · ownership.xml · derivative · entry 2 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,640 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vested in full on March 31, 2024. F2 · derivative.expiration_date: The restricted stock units vested in full on March 31, 2024. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 00:00 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 18,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-029526 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,955 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 10, 2024 Filed Jan 13, 2024 00:13 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 757 | $32.99 | $24,973.43 |
DisclosureSEC source: 0001209191-24-001587 · doc4.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,916 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $25,000. The price is based on the closing price of the Company's shares on January 10, 2024. Read SEC document |
| October 10, 2023 Filed Oct 13, 2023 00:35 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 785 | $31.82 | $24,978.70 |
DisclosureSEC source: 0001209191-23-052737 · doc4.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,159 F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $25,000. The price is based on the closing price of the Company's shares on October 10, 2023. Read SEC document |
| July 10, 2023 Filed Jul 12, 2023 23:39 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 758 | $32.94 | $24,968.52 |
DisclosureSEC source: 0001209191-23-042123 · doc4.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,374 F1 · shares: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $25,000. The price is based on the closing price of the Company's shares on July 10, 2023. F1 · price: These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Company Board payable in cash in the amount of $25,000. The price is based on the closing price of the Company's shares on July 10, 2023. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 23:26 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 616 | $29.30 | $18,048.80 |
DisclosureSEC source: 0001209191-23-024182 · doc4.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 616 F1 · shares: On January 26, 2023, the Board of Directors voted to add Ms. Jackson as a member of the Company's Board, and as such, her quarterly director fees were prorated from January 26, 2023 through March 31, 2023. These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Board. The price is based on the closing price of the Company's shares on April 10, 2023. F1 · price: On January 26, 2023, the Board of Directors voted to add Ms. Jackson as a member of the Company's Board, and as such, her quarterly director fees were prorated from January 26, 2023 through March 31, 2023. These shares of Common Stock were issued to Ms. Jackson at the Company's election in lieu of quarterly director fees for service on the Board. The price is based on the closing price of the Company's shares on April 10, 2023. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 00:33 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 18,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027285 · ownership.xml · derivative · entry 3 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,640 Underlying: Common Stock · 18,640 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2024 and have no expiration date. F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2024 and have no expiration date. Read SEC document |
| March 31, 2023 Filed Apr 5, 2023 00:33 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 14,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027285 · ownership.xml · derivative · entry 2 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,315 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vested in full on March 31, 2023. F2 · derivative.expiration_date: The restricted stock units vested in full on March 31, 2023. Read SEC document |
| March 31, 2023 Filed Apr 5, 2023 00:33 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 14,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027285 · ownership.xml · nonDerivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,315 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 29, 2022 Filed May 3, 2022 21:03 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 14,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-023696 · ownership.xml · derivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,315 Underlying: Common Stock · 14,315 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units will vest on March 31, 2023 and have no expiration date. F2 · derivative.expiration_date: The restricted stock units will vest on March 31, 2023 and have no expiration date. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 21:16 UTC | PAE Inc PAE · Entity 130269 | Disposition to issuerRestricted Stock Units · Derivative | 13,110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001720821-22-000008 · wf-form4_164504614302982.xml · derivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 13,110 shares Expires not disclosed F1 · derivative.exercise_price: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated October 25, 2021, among PAE Incorporated (the "Company"), Amentum Government Services Holdings LLC, and Pinnacle Virginia Merger Sub Inc. (the "Merger"), each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05. F1 · price: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated October 25, 2021, among PAE Incorporated (the "Company"), Amentum Government Services Holdings LLC, and Pinnacle Virginia Merger Sub Inc. (the "Merger"), each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05. F1 · derivative.exercise_date: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated October 25, 2021, among PAE Incorporated (the "Company"), Amentum Government Services Holdings LLC, and Pinnacle Virginia Merger Sub Inc. (the "Merger"), each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05. F1 · derivative.expiration_date: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated October 25, 2021, among PAE Incorporated (the "Company"), Amentum Government Services Holdings LLC, and Pinnacle Virginia Merger Sub Inc. (the "Merger"), each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 21:51 UTC | PAE Inc PAE · Entity 130269 | GrantRestricted Stock Units · Derivative | 13,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001720821-21-000058 · wf-form4_161886903573374.xml · derivative · entry 1 Jackson Mary M. · CIK 0001856953 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,110 Underlying: Class A Common Stock · 13,110 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PAE Incorporated's Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest on March 15, 2022. F2 · derivative.expiration_date: The restricted stock units vest on March 15, 2022. 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.