Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AZZ INCAZZ · Entity 4043 | Director | July 07, 2026 | July 08, 2026 |
| FirstCash Holdings, Inc.FCFS · Entity 2344 | Director | January 28, 2026 | January 30, 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.
AZZ INC
Report date July 07, 2026 · Filed July 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 59,290 |
Reported balance
After 2026-07-07 transaction · row 1
1 source rowRow 1 · 2026-07-07 · Grant · Acquired 937 · Balance 59,290 |
FirstCash Holdings, Inc.
Report date January 28, 2026 · Filed January 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,679 |
Reported balance
After 2026-01-28 transaction · row 1
1 source rowRow 1 · 2026-01-28 · Grant · Acquired 833 · Balance 21,679 F1: Reflects a grant of restricted stock units ("RSUs") that shall vest on December 31, 2026 pursuant to the terms of the RSU award agreement or on a pro rata portion upon the termination of service other than for cause, with such pro rata portion determined based on the number of whole months that elapsed from the Grant Date to the termination of service; the vesting and payment of these RSUs will be accelerated if there is a change-in-control of the Company and the Units are not assumed by the surviving entity or otherwise equitably converted or substituted in connection with the Change in Control. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") that shall vest on December 31, 2026 pursuant to the terms of the RSU award agreement or on a pro rata portion upon the termination of service other than for cause, with such pro rata portion determined based on the number of whole months that elapsed from the Grant Date to the termination of service; the vesting and payment of these RSUs will be accelerated if there is a change-in-control of the Company and the Units are not assumed by the surviving entity or otherwise equitably converted or substituted in connection with the Change in Control.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Arlington Asset Investment Corp.
Report date December 14, 2023 · Filed December 19, 2023
Section 16 reporting ended · disclosed 2023-12-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-12-14 transaction · row 1
1 source rowRow 1 · 2023-12-14 · Disposition to issuer · Disposed 65,000 · Balance 0 F1: On December 14, 2023, pursuant to the Agreement and Plan of Merger, dated as of May 29, 2023 (the "Agreement"), by and among the Issuer, Ellington Financial Inc., a Delaware corporation ("Parent"), EF Merger Sub Inc., a Virginia corporation and a direct and wholly owned subsidiary of Parent ("Merger Sub"), and solely for the limited purposes set forth in the Agreement, Ellington Financial Management LLC, a Delaware limited liability company ("EFC Manager"), the Issuer merged with and into Merger Sub with Merger Sub continuing as the surviving corporation and a subsidiary of Parent (the "Merger"). F2: Pursuant to the Agreement, at the effective time of the Merger (the "Effective Time"), each share of the Issuer's Class A common stock ("Common Stock") issued and outstanding immediately prior to the Effective Time was converted into the right to receive (i) from Parent, 0.3619 shares of Parent's common stock, with fractional shares paid out in cash, and (ii) from EFC Manager, $0.09 in cash (the "Per Share Common Merger Consideration"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-12-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-12-14 · Disposition to issuer · Disposed 71,319 · Balance 0 F3: Pursuant to the Agreement, at the Effective Time, each outstanding restricted stock unit held by the reporting person was converted into the right to receive the Per Share Common Merger Consideration. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-12-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-12-14 · Disposition to issuer · Disposed 46,097 · Balance 0 F4: Pursuant to the Agreement, at the Effective Time, each outstanding deferred stock unit held by the reporting person was converted into the right to receive the Per Share Common Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 14, 2023, pursuant to the Agreement and Plan of Merger, dated as of May 29, 2023 (the "Agreement"), by and among the Issuer, Ellington Financial Inc., a Delaware corporation ("Parent"), EF Merger Sub Inc., a Virginia corporation and a direct and wholly owned subsidiary of Parent ("Merger Sub"), and solely for the limited purposes set forth in the Agreement, Ellington Financial Management LLC, a Delaware limited liability company ("EFC Manager"), the Issuer merged with and into Merger Sub with Merger Sub continuing as the surviving corporation and a subsidiary of Parent (the "Merger").
F2: Pursuant to the Agreement, at the effective time of the Merger (the "Effective Time"), each share of the Issuer's Class A common stock ("Common Stock") issued and outstanding immediately prior to the Effective Time was converted into the right to receive (i) from Parent, 0.3619 shares of Parent's common stock, with fractional shares paid out in cash, and (ii) from EFC Manager, $0.09 in cash (the "Per Share Common Merger Consideration").
F3: Pursuant to the Agreement, at the Effective Time, each outstanding restricted stock unit held by the reporting person was converted into the right to receive the Per Share Common Merger Consideration.
F4: Pursuant to the Agreement, at the Effective Time, each outstanding deferred stock unit held by the reporting person was converted into the right to receive the Per Share Common Merger Consideration.
CASH AMERICA INTERNATIONAL INC
Report date September 01, 2016 · Filed September 06, 2016
Section 16 reporting ended · disclosed 2016-09-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.10 per shareSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-09-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-09-01 · Disposition to issuer · Disposed 10,264 · Balance 14,876 F1: Reflects restricted stock units that were disposed of in connection with the merger (the "Merger") between the Issuer and First Cash Financial Services, Inc. ("First Cash") pursuant to that certain Merger Agreement between the Issuer, First Cash and Frontier Merger Sub, LLC, a wholly owned subsidiary of First Cash, dated as of April 28, 2016. On the effective date of the Merger, each outstanding restricted stock unit was cancelled in exchange for the right to receive a cash payment equal in value to 0.84 shares of First Cash common stock based on the closing price of First Cash common stock on August 31, 2016. The cash payment for each restricted stock unit was $43.44. Row 2 · 2016-09-01 · Disposition to issuer · Disposed 14,876 · Balance 0 F2: Disposed of in connection with the Merger. On the effective date of the Merger, each outstanding share of the Issuer was cancelled in exchange for the right to receive 0.84 shares of First Cash common stock, with fractional shares paid in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units that were disposed of in connection with the merger (the "Merger") between the Issuer and First Cash Financial Services, Inc. ("First Cash") pursuant to that certain Merger Agreement between the Issuer, First Cash and Frontier Merger Sub, LLC, a wholly owned subsidiary of First Cash, dated as of April 28, 2016. On the effective date of the Merger, each outstanding restricted stock unit was cancelled in exchange for the right to receive a cash payment equal in value to 0.84 shares of First Cash common stock based on the closing price of First Cash common stock on August 31, 2016. The cash payment for each restricted stock unit was $43.44.
F2: Disposed of in connection with the Merger. On the effective date of the Merger, each outstanding share of the Issuer was cancelled in exchange for the right to receive 0.84 shares of First Cash common stock, with fractional shares paid in cash.
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 10, 2018 Filed Jul 12, 2018 21:01 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 1,823 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-18-000126 · wf-form4_153142927272807.xml · nonDerivative · entry 1 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,747 Read SEC document |
| July 10, 2018 Filed Aug 9, 2018 20:56 UTC Amendment | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 1,823 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-18-000140 · wf-form4a_153384819766644.xml · nonDerivative · entry 1 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,747 Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 20:31 UTC | Arlington Asset Investment Corp. AI · Entity 96088 | GrantRestricted Stock Units · Derivative | 7,067 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-016999 · doc4.xml · derivative · entry 2 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,626 Underlying: Class A Common Stock · 7,067 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of Arlington Asset Investment Corp. (the "Company"). F3 · derivative.exercise_date: Represents annual grant of RSUs pursuant to the Company's 2014 Long-Term Incentive Plan (the "2014 Plan") in connection with the reporting person's service as a non-employee director of the Company. The RSUs vest immediately on the award grant date. Vested RSUs are converted into shares of Class A common stock on a one-for-one basis, with any fractional shares being settled in cash, upon the later of the reporting person's separation from service on the board of directors or the first anniversary of the grant date (the "Settlement Date"). If a change in control occurs before the Settlement Date, the settlement will occur on the control change date. The reporting person does not have voting rights with respect to, but receives dividend equivalent payments on, outstanding RSUs. F3 · derivative.expiration_date: Represents annual grant of RSUs pursuant to the Company's 2014 Long-Term Incentive Plan (the "2014 Plan") in connection with the reporting person's service as a non-employee director of the Company. The RSUs vest immediately on the award grant date. Vested RSUs are converted into shares of Class A common stock on a one-for-one basis, with any fractional shares being settled in cash, upon the later of the reporting person's separation from service on the board of directors or the first anniversary of the grant date (the "Settlement Date"). If a change in control occurs before the Settlement Date, the settlement will occur on the control change date. The reporting person does not have voting rights with respect to, but receives dividend equivalent payments on, outstanding RSUs. Read SEC document |
| February 26, 2018 Filed Feb 26, 2018 22:40 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionSTOCK APPRECIATION RIGHTS · Derivative | 3,318 | $20.91 | $69,379.38 |
DisclosureSEC source: 0000008947-18-000014 · wf-form4_151968479247450.xml · derivative · entry 3 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,318 Underlying: COMMON STOCK · 3,318 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. F2 · derivative.exercise_price: Conversion of SARs, which are settled in shares of AZZ common stock in an amount equal to the excess value of the grant date price ($20.91) over the exercise price ($43.00) F1 · kind: This transaction was a cashless exercise of a 2011 stock appreciation right ("SAR") award. This was not an open market transaction. F3 · derivative.exercise_date: On March 1, 2011 the reporting person was granted SARs, which vested ratably over a 3-year period beginning on March 1, 2012. F4 · derivative.expiration_date: The SARs granted on March 1, 2011 have an expiration date of March 1, 2018. Read SEC document |
| February 26, 2018 Filed Feb 26, 2018 22:40 UTC | AZZ INC AZZ · Entity 4043 | Disposition to issuerCOMMON STOCK | 1,614 | $43.00 | $69,402.00 |
DisclosureSEC source: 0000008947-18-000014 · wf-form4_151968479247450.xml · nonDerivative · entry 2 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,924 F2 · kind: Conversion of SARs, which are settled in shares of AZZ common stock in an amount equal to the excess value of the grant date price ($20.91) over the exercise price ($43.00) Read SEC document |
| February 26, 2018 Filed Feb 26, 2018 22:40 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 3,318 | $20.91 | $69,379.38 |
DisclosureSEC source: 0000008947-18-000014 · wf-form4_151968479247450.xml · nonDerivative · entry 1 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,538 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 · acquired: This transaction was a cashless exercise of a 2011 stock appreciation right ("SAR") award. This was not an open market transaction. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 18:03 UTC | FirstCash Holdings, Inc. FCFS · Entity 2344 | GrantCommon Stock | 1,238 | $0.00 | $0.00 |
DisclosureSEC source: 0000840489-18-000005 · wf-form4_151750822144353.xml · nonDerivative · entry 1 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,800 F1 · shares: Reflects a grant of restricted stock units ("RSUs") that shall vest one year from the date of grant pursuant to the terms of the RSU award agreement or on a pro rata portion upon the termination of service other than for cause, with such pro rata portion determined based on the number of whole months that elapsed from the Grant Date to the termination of service; the vesting and payment of these RSUs will be accelerated if there is a change-in-control of the Company and the Units are not assumed by the surviving entity or otherwise equitably converted or substituted in connection with the Change in Control. The number of RSUs was determined by dividing $90,000 by $72.75, the average of the high and low price of the Company's common stock on the New York Stock Exchange on the day of the grant. Read SEC document |
| July 11, 2017 Filed Jul 12, 2017 21:33 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 2,040 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-17-000109 · wf-form4_149989516688678.xml · nonDerivative · entry 1 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,220 Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 20:32 UTC | Arlington Asset Investment Corp. AI · Entity 96088 | GrantRestricted Stock Units · Derivative | 5,590 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-015946 · doc4.xml · derivative · entry 2 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,559 Underlying: Class A Common Stock · 5,590 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of Arlington Asset Investment Corp. (the "Company"). F3 · derivative.exercise_date: Represents annual grant of RSUs pursuant to the Company's 2014 Long-Term Incentive Plan (the "2014 Plan") in connection with the reporting person's service as a non-employee director of the Company. The RSUs vest immediately on the award grant date. Vested RSUs are converted into shares of Class A common stock on a one-for-one basis, with any fractional shares being settled in cash, upon the later of the reporting person's separation from service on the board of directors or the first anniversary of the grant date (the "Settlement Date"). If a change in control occurs before the Settlement Date, the settlement will occur on the control change date. The reporting person does not have voting rights with respect to, but receives dividend equivalent payments on, outstanding RSUs. F3 · derivative.expiration_date: Represents annual grant of RSUs pursuant to the Company's 2014 Long-Term Incentive Plan (the "2014 Plan") in connection with the reporting person's service as a non-employee director of the Company. The RSUs vest immediately on the award grant date. Vested RSUs are converted into shares of Class A common stock on a one-for-one basis, with any fractional shares being settled in cash, upon the later of the reporting person's separation from service on the board of directors or the first anniversary of the grant date (the "Settlement Date"). If a change in control occurs before the Settlement Date, the settlement will occur on the control change date. The reporting person does not have voting rights with respect to, but receives dividend equivalent payments on, outstanding RSUs. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:44 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionSTOCK APPRECIATION RIGHTS · Derivative | 4,764 | $15.84 Strike: $15.84 | $75,437.94 |
DisclosureSEC source: 0000008947-17-000016 · wf-form4_148823182816714.xml · derivative · entry 3 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,764 Underlying: COMMON STOCK · 4,764 shares Expires 2017-03-01 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 · kind: This transaction was a cashless exercise of a 2010 stock appreciation right ("SAR") award. F2 · derivative.exercise_date: On 3/1/2010, the reporting person was granted SARs, which vested ratably over a 3-year period beginning on 3/1/2011. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:44 UTC | AZZ INC AZZ · Entity 4043 | Tax withholdingCOMMON STOCK | 1,266 | $59.60 | $75,453.60 |
DisclosureSEC source: 0000008947-17-000016 · wf-form4_148823182816714.xml · nonDerivative · entry 2 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,180 Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:44 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 4,764 | $15.84 | $75,437.94 |
DisclosureSEC source: 0000008947-17-000016 · wf-form4_148823182816714.xml · nonDerivative · entry 1 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,446 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 · acquired: This transaction was a cashless exercise of a 2010 stock appreciation right ("SAR") award. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 22:33 UTC | FirstCash Holdings, Inc. FCFS · Entity 2344 | GrantCommon Stock | 2,067 | $0.00 | $0.00 |
DisclosureSEC source: 0000840489-17-000026 · wf-form4_148676599089208.xml · nonDerivative · entry 1 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,562 F1 · shares: Reflects a grant of restricted stock units ("RSUs") that shall vest one year from the date of grant pursuant to the terms of the RSU award agreement or on a pro rata portion upon the termination of service other than for cause, with such pro rata portion determined based on the number of whole months that elapsed from the Grant Date to the termination of service; the vesting and payment of these RSUs will be accelerated if there is a change-in-control of the Company and the Units are not assumed by the surviving entity or otherwise equitably converted or substituted in connection with the Change in Control. The number of RSUs was determined by dividing $90,000 by $43.55, the average of the high and low price of the Company's common stock on the New York Stock Exchange on the day before the grant. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 18:13 UTC | CASH AMERICA INTERNATIONAL INC CSH · Entity 182371 | Disposition to issuerCommon Stock, par value $0.10 per share | 14,876 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000807884-16-000151 · wf-form4_147319997847050.xml · nonDerivative · entry 2 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Disposed of in connection with the Merger. On the effective date of the Merger, each outstanding share of the Issuer was cancelled in exchange for the right to receive 0.84 shares of First Cash common stock, with fractional shares paid in cash. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 18:13 UTC | CASH AMERICA INTERNATIONAL INC CSH · Entity 182371 | Disposition to issuerCommon Stock, par value $0.10 per share | 10,264 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000807884-16-000151 · wf-form4_147319997847050.xml · nonDerivative · entry 1 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,876 F1 · price: Reflects restricted stock units that were disposed of in connection with the merger (the "Merger") between the Issuer and First Cash Financial Services, Inc. ("First Cash") pursuant to that certain Merger Agreement between the Issuer, First Cash and Frontier Merger Sub, LLC, a wholly owned subsidiary of First Cash, dated as of April 28, 2016. On the effective date of the Merger, each outstanding restricted stock unit was cancelled in exchange for the right to receive a cash payment equal in value to 0.84 shares of First Cash common stock based on the closing price of First Cash common stock on August 31, 2016. The cash payment for each restricted stock unit was $43.44. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:40 UTC | FirstCash Holdings, Inc. FCFS · Entity 2344 | GrantCommon Stock | 12,495 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000840489-16-000149 · wf-form4_147319441066218.xml · nonDerivative · entry 1 BERCE DANIEL E · CIK 0001115044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,495 F1 · price: Received in exchange for 14,876 shares of Cash America International, Inc. ("Cash America") in connection with the merger of Cash America with the Issuer (the "Merger"). On the effective date of the Merger, each outstanding share of Cash America common stock was cancelled in exchange for the right to receive 0.84 shares of Issuer common stock, with the fractional shares paid in cash. 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.