Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Verisk Analytics, Inc.VRSK · Entity 1061 | Director | September 30, 2026 | October 09, 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.
Verisk Analytics, Inc.
Report date September 30, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,421 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 156 · Balance 69,421 F1: The reporting person elected to receive these deferred stock units under the Issuer's 2021 Equity Incentive Plan as part of the annual Board member retainer fee which is paid quarterly in arrears. These deferred stock units entitle the reporting person to the equivalent number of shares of Common Stock at the end of the reporting person's service to the Board of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected to receive these deferred stock units under the Issuer's 2021 Equity Incentive Plan as part of the annual Board member retainer fee which is paid quarterly in arrears. These deferred stock units entitle the reporting person to the equivalent number of shares of Common Stock at the end of the reporting person's service to the Board of the Issuer.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Argo Group International Holdings, Inc.
Report date November 16, 2023 · Filed November 16, 2023
Section 16 reporting ended · disclosed 2023-11-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-11-16 transaction · row 1
1 source rowRow 1 · 2023-11-16 · Disposition to issuer · Disposed 15,358 · Balance 0 F1: Disposed of pursuant to a definitive agreement and plan of merger (the "Merger Agreement"), dated as of February 8, 2023, by and among Argo Group International Holdings, Ltd. (the "Company"), Brookfield Reinsurance Ltd. ("Brookfield Reinsurance") and BNRE Bermuda Merger Sub Ltd., a wholly owned subsidiary of Brookfield Reinsurance ("Merger Sub"), whereby Merger Sub will merge with and into the Company in accordance with the Bermuda Companies Act 1981 (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Brookfield Reinsurance. At the effective time of the Merger, each issued and outstanding Company ordinary share was automatically canceled and converted into the right to receive $30.00 in cash. F2: Includes all shares held by the Reporting Person immediately prior to the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to a definitive agreement and plan of merger (the "Merger Agreement"), dated as of February 8, 2023, by and among Argo Group International Holdings, Ltd. (the "Company"), Brookfield Reinsurance Ltd. ("Brookfield Reinsurance") and BNRE Bermuda Merger Sub Ltd., a wholly owned subsidiary of Brookfield Reinsurance ("Merger Sub"), whereby Merger Sub will merge with and into the Company in accordance with the Bermuda Companies Act 1981 (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Brookfield Reinsurance. At the effective time of the Merger, each issued and outstanding Company ordinary share was automatically canceled and converted into the right to receive $30.00 in cash.
F2: Includes all shares held by the Reporting Person immediately prior to the Merger.
DST SYSTEMS INC
Report date April 16, 2018 · Filed April 18, 2018
Section 16 reporting ended · disclosed 2018-04-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-04-16 transaction · row 1
1 source rowRow 1 · 2018-04-16 · Disposition to issuer · Disposed 18,492 · Balance 0 F1: Consists of shares of common stock that were cancelled in exchange for $84.00 per share pursuant to the terms of an Agreement and Plan of Merger (the Merger Agreement) dated as of January 11, 2018 among DST Systems, Inc. (the Company), SS&C Technologies Holdings, Inc. (SS&C) and Diamond Merger Sub, Inc. (Merger Sub), pursuant to which Merger Subs will merge (the Merger) with and into the Company, whereupon the existence of Merger Sub will cease and the Company will become the surviving corporation and an indirect wholly owned subsidiary of SS&C. The Merger became effective on April 16, 2018 (the Effective Time). |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares of common stock that were cancelled in exchange for $84.00 per share pursuant to the terms of an Agreement and Plan of Merger (the Merger Agreement) dated as of January 11, 2018 among DST Systems, Inc. (the Company), SS&C Technologies Holdings, Inc. (SS&C) and Diamond Merger Sub, Inc. (Merger Sub), pursuant to which Merger Subs will merge (the Merger) with and into the Company, whereupon the existence of Merger Sub will cease and the Company will become the surviving corporation and an indirect wholly owned subsidiary of SS&C. The Merger became effective on April 16, 2018 (the Effective Time).
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 24, 2019 Filed May 29, 2019 17:26 UTC | Argo Group International Holdings, Inc. ARGO · Entity 83951 | GrantCommon Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-015039 · doc4.xml · nonDerivative · entry 1 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,217 Read SEC document |
| July 01, 2018 Filed Jul 5, 2018 20:16 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 4,286 | $0.00 Strike: $107.64 | $0.00 |
DisclosureSEC source: 0001209191-18-041589 · doc4.xml · derivative · entry 3 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,286 Underlying: Common Stock · 4,286 shares Expires 2028-07-01 F4 · security: The reporting person elected to receive the reported stock options under the Issuer's 2013 Equity Incentive Plan as part of his annual retainer. Read SEC document |
| July 01, 2018 Filed Jul 5, 2018 20:16 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 2,957 | $0.00 Strike: $107.64 | $0.00 |
DisclosureSEC source: 0001209191-18-041589 · doc4.xml · derivative · entry 2 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,957 Underlying: Common Stock · 2,957 shares Expires 2028-07-01 F2 · security: The reporting person was awarded the reported stock options under the Issuer's 2013 Equity Incentive Plan. These stock options vest monthly ratably over a period of 12 months from the grant date. F3 · derivative.exercise_date: Exercisable upon the earlier of (i) the first anniversary of the grant date or (ii) the end of the reporting person's service to the Board of the Issuer. Read SEC document |
| July 01, 2018 Filed Jul 5, 2018 20:16 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041589 · doc4.xml · nonDerivative · entry 1 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,073 F1 · security: These deferred stock units of Common Stock were granted under the Issuer's 2013 Equity Incentive Plan. Subject to the terms of the Issuer's 2013 Equity Incentive Plan and the applicable award agreement thereunder, these deferred stock units entitle the reporting person to 674 shares of Common Stock at the end of his service to the Board of the Issuer. These deferred stock units vest monthly ratably over a period of 12 months from the grant date. Read SEC document |
| July 01, 2018 Filed Jul 9, 2018 21:13 UTC Amendment | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 4,286 | $0.00 Strike: $107.64 | $0.00 |
DisclosureSEC source: 0001209191-18-042014 · doc4a.xml · derivative · entry 3 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,286 Underlying: Common Stock · 4,286 shares Expires 2028-07-01 F6 · security: The reporting person elected to receive the reported stock options under the Issuer's 2013 Equity Incentive Plan as part of his annual retainer. Read SEC document |
| July 01, 2018 Filed Jul 9, 2018 21:13 UTC Amendment | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 1,582 | $0.00 Strike: $107.64 | $0.00 |
DisclosureSEC source: 0001209191-18-042014 · doc4a.xml · derivative · entry 2 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,582 Underlying: Common Stock · 1,582 shares Expires 2028-07-01 F3 · security: The reporting person was awarded the reported stock options under the Issuer's 2013 Equity Incentive Plan. These stock options vest monthly ratably over a period of 12 months from the grant date. F4 · shares: This Amended Form 4 is being filed because the original Form 4 filed on July 5, 2018 inadvertently reported 2,957 stock options awarded. F5 · derivative.exercise_date: Exercisable upon the earlier of (i) the first anniversary of the grant date or (ii) the end of the reporting person's service to the Board of the Issuer. Read SEC document |
| July 01, 2018 Filed Jul 9, 2018 21:13 UTC Amendment | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 1,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042014 · doc4a.xml · nonDerivative · entry 1 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,479 F1 · security: These deferred stock units of Common Stock were granted under the Issuer's 2013 Equity Incentive Plan. Subject to the terms of the Issuer's 2013 Equity Incentive Plan and the applicable award agreement thereunder, these deferred stock units entitle the reporting person to 1,080 shares of Common Stock at the end of his service to the Board of the Issuer. These deferred stock units vest monthly ratably over a period of 12 months from the grant date. F2 · shares: This Amended Form 4 is being filed because the original Form 4 filed on July 5, 2018 inadvertently reported 674 deferred stock units granted. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 17:42 UTC | DST SYSTEMS INC DST · Entity 165910 | Disposition to issuerCommon Stock | 18,492 | $84.00 | $1,553,328.00 |
DisclosureSEC source: 0001246360-18-001315 · form.xml · nonDerivative · entry 1 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Consists of shares of common stock that were cancelled in exchange for $84.00 per share pursuant to the terms of an Agreement and Plan of Merger (the Merger Agreement) dated as of January 11, 2018 among DST Systems, Inc. (the Company), SS&C Technologies Holdings, Inc. (SS&C) and Diamond Merger Sub, Inc. (Merger Sub), pursuant to which Merger Subs will merge (the Merger) with and into the Company, whereupon the existence of Merger Sub will cease and the Company will become the surviving corporation and an indirect wholly owned subsidiary of SS&C. The Merger became effective on April 16, 2018 (the Effective Time). Read SEC document |
| July 01, 2017 Filed Jul 10, 2017 22:36 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 6,162 | $0.00 Strike: $84.37 | $0.00 |
DisclosureSEC source: 0001209191-17-044675 · doc4.xml · derivative · entry 3 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,162 Underlying: Common Stock · 6,162 shares Expires 2027-07-01 F4 · security: The reporting person elected to receive the reported stock options under the Issuer's 2013 Equity Incentive Plan as part of his annual retainer. Read SEC document |
| July 01, 2017 Filed Jul 10, 2017 22:36 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 4,256 | $0.00 Strike: $84.37 | $0.00 |
DisclosureSEC source: 0001209191-17-044675 · doc4.xml · derivative · entry 2 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,256 Underlying: Common Stock · 4,256 shares Expires 2027-07-01 F2 · security: The reporting person was awarded the reported stock options under the Issuer's 2013 Equity Incentive Plan. These stock options vest monthly ratably over a period of 12 months from the grant date. F3 · derivative.exercise_date: Exercisable upon the earlier of (i) the first anniversary of the grant date or (ii) the end of the reporting person's service to the Board of the Issuer. Read SEC document |
| July 01, 2017 Filed Jul 10, 2017 22:36 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 859 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044675 · doc4.xml · nonDerivative · entry 1 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,399 F1 · security: These deferred stock units of Common Stock were granted under the Issuer's 2013 Equity Incentive Plan. Subject to the terms of the Issuer's 2013 Equity Incentive Plan and the applicable award agreement thereunder, these deferred stock units entitle the reporting person to 859 shares of Common Stock at the end of his service to the Board of the Issuer. These deferred stock units vest monthly ratably over a period of 12 months from the grant date. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 17:21 UTC | DST SYSTEMS INC DST · Entity 165910 | GrantCommon Stock | 9,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002178 · form.xml · nonDerivative · entry 1 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,492 F1 · shares: On June 8, 2017, the common stock of DST Systems, Inc. split 2-for-1, resulting in the ownership of 9,246 additional shares of common stock. Read SEC document |
| May 09, 2017 Filed May 11, 2017 16:35 UTC | DST SYSTEMS INC DST · Entity 165910 | GrantCommon Stock | 1,120 | $125.01 | $140,005.60 |
DisclosureSEC source: 0001246360-17-001835 · form.xml · nonDerivative · entry 1 LISS SAMUEL G · CIK 0001242238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,246 F1 · shares: The securities were acquired pursuant to the DST Systems, Inc. 2015 Equity and Incentive Plan as part of non employee director compensation approved by the Board of Directors. 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.