Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENWORTH FINANCIAL INCGNW · Entity 4085 | Pres. & CEO, CareScout | July 13, 2026 | July 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.
GENWORTH FINANCIAL INC
Report date July 13, 2026 · Filed July 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 123,759 |
Ending reported balance
After 2026-07-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-13 · Exercise / conversion · Acquired 15,965 · Balance 131,919 F1: Restricted Stock Units settle in Common Stock on a 1:1 basis. Row 2 · 2026-07-13 · Tax withholding · Disposed 8,160 · Balance 123,759 F2: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on July 13, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-13 · Exercise / conversion · Disposed 15,965 · Balance 0 F1: Restricted Stock Units settle in Common Stock on a 1:1 basis. F3: Restricted Stock Units vested and converted to Common Stock on July 13, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units settle in Common Stock on a 1:1 basis.
F2: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on July 13, 2026.
F3: Restricted Stock Units vested and converted to Common Stock on July 13, 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 |
|---|---|---|---|---|---|---|
| July 13, 2026 Filed Jul 14, 2026 20:15 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionRestricted Stock Units · Derivative | 15,965 | $0.00 | $0.00 |
DisclosureSEC source: 0002012721-26-000006 · wk-form4_1784060123.xml · derivative · entry 3 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,965 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: Restricted Stock Units settle in Common Stock on a 1:1 basis. F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on July 13, 2026. F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on July 13, 2026. Read SEC document |
| July 13, 2026 Filed Jul 14, 2026 20:15 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Tax withholdingCommon Stock | 8,160 | $9.47 | $77,275.20 |
DisclosureSEC source: 0002012721-26-000006 · wk-form4_1784060123.xml · nonDerivative · entry 2 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,759 F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on July 13, 2026. Read SEC document |
| July 13, 2026 Filed Jul 14, 2026 20:15 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionCommon Stock | 15,965 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002012721-26-000006 · wk-form4_1784060123.xml · nonDerivative · entry 1 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,919 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: Restricted Stock Units settle in Common Stock on a 1:1 basis. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:22 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | GrantRestricted Stock Units · Derivative | 102,857 | $0.00 | $0.00 |
DisclosureSEC source: 0002012721-26-000004 · wk-form4_1772572975.xml · derivative · entry 3 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,857 Underlying: Common Stock · 102,857 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis. F4 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on March 2, 2027. F4 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on March 2, 2027. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:22 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Tax withholdingCommon Stock | 18,595 | $8.46 | $157,313.70 |
DisclosureSEC source: 0002012721-26-000004 · wk-form4_1772572975.xml · nonDerivative · entry 2 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,954 F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Performance Stock Units that vested on March 2, 2026. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:22 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionCommon Stock | 36,381 | $0.00 | $0.00 |
DisclosureSEC source: 0002012721-26-000004 · wk-form4_1772572975.xml · nonDerivative · entry 1 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,549 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 · shares: Reflects Performance Stock Units that were granted on February 16, 2023 and fully vested on March 2, 2026, and settled in Common Stock on a 1:1 basis. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 22:09 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionRestricted Stock Units · Derivative | 37,506 | $0.00 | $0.00 |
DisclosureSEC source: 0002012721-26-000002 · wk-form4_1772230178.xml · derivative · entry 6 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,012 Underlying: Common Stock · 37,506 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: Restricted Stock Units settle in Common Stock on a 1:1 basis. F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2026. F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2026. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 22:09 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 43,431 | $0.00 | $0.00 |
DisclosureSEC source: 0002012721-26-000002 · wk-form4_1772230178.xml · derivative · entry 5 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,431 Underlying: Common Stock · 43,431 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: Restricted Stock Units settle in Common Stock on a 1:1 basis. F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2026. F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2026. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 22:09 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Tax withholdingCommon Stock | 13,544 | $8.62 | $116,749.28 |
DisclosureSEC source: 0002012721-26-000002 · wk-form4_1772230178.xml · nonDerivative · entry 4 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,168 F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 26, 2026. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 22:09 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionCommon Stock | 37,506 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002012721-26-000002 · wk-form4_1772230178.xml · nonDerivative · entry 3 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,712 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: Restricted Stock Units settle in Common Stock on a 1:1 basis. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 22:09 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Tax withholdingCommon Stock | 15,683 | $8.62 | $135,187.46 |
DisclosureSEC source: 0002012721-26-000002 · wk-form4_1772230178.xml · nonDerivative · entry 2 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,206 F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 26, 2026. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 22:09 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionCommon Stock | 43,431 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002012721-26-000002 · wk-form4_1772230178.xml · nonDerivative · entry 1 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,889 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: Restricted Stock Units settle in Common Stock on a 1:1 basis. Read SEC document |
| July 11, 2025 Filed Jul 14, 2025 20:16 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionRestricted Stock Units · Derivative | 15,964 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-095587 · ownership.xml · derivative · entry 3 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,965 Underlying: Common Stock · 15,964 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: Restricted Stock Units settle in Common Stock on a 1:1 basis. F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on July 11, 2025. F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on July 11, 2025. Read SEC document |
| July 11, 2025 Filed Jul 14, 2025 20:16 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Tax withholdingCommon Stock | 8,160 | $7.32 | $59,731.20 |
DisclosureSEC source: 0000950170-25-095587 · ownership.xml · nonDerivative · entry 2 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,458 F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on July 11, 2025. Read SEC document |
| July 11, 2025 Filed Jul 14, 2025 20:16 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionCommon Stock | 15,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-095587 · ownership.xml · nonDerivative · entry 1 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,618 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: Restricted Stock Units settle in Common Stock on a 1:1 basis. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:19 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | GrantRestricted Stock Units · Derivative | 112,518 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-030030 · ownership.xml · derivative · entry 4 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,518 Underlying: Common Stock · 112,518 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis. F4 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on February 26, 2026. F4 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on February 26, 2026. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:19 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionRestricted Stock Units · Derivative | 43,431 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-030030 · ownership.xml · derivative · entry 3 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,862 Underlying: Common Stock · 43,431 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: Restricted Stock Units settle in Common Stock on a 1:1 basis. F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025. F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:19 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Tax withholdingCommon Stock | 15,308 | $6.65 | $101,798.20 |
DisclosureSEC source: 0000950170-25-030030 · ownership.xml · nonDerivative · entry 2 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,654 F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 26, 2025. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:19 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionCommon Stock | 43,431 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-030030 · ownership.xml · nonDerivative · entry 1 Shah Samir B. · CIK 0002012721 · Pres. & CEO, CareScout Svcs. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,962 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: Restricted Stock Units settle in Common Stock on a 1:1 basis. 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.