Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ITG, Inc./DE/ITG · Entity 4695 | Chief Financial Officer | July 02, 2026 | July 08, 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.
ITG, Inc./DE/
Report date July 02, 2026 · Filed July 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 3,150 |
Ending reported balance
After 2026-07-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-02 · Grant · Acquired 5,000 · Balance 5,000 Row 2 · 2026-07-02 · Tax withholding · Disposed 1,850 · Balance 3,150 F1: Represents shares of Class A common stock ("Class A Common Stock") withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person arising in connection with the grant and settlement of fully vested restricted stock units ("RSUs"). |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2038-12-31 | Direct | 15,000 |
Reported balance
After 2026-07-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-02 · Grant · Acquired 15,000 · Balance 15,000 F2: Represents performance restricted stock units ("PSUs") that entitle the Reporting Person to receive, upon vesting, shares of Class A Common Stock in an amount up to 200% of the PSU grant amount (or, in the Issuer's discretion, the equivalent cash value thereof). The PSUs vest upon achievement of certain performance criteria tied to the market price of the Class A Common Stock, subject to the Reporting Person's continued service through such vesting date. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2038-12-31 | Direct | 15,000 |
Reported balance
After 2026-07-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-02 · Grant · Acquired 15,000 · Balance 15,000 F3: Represents PSUs that entitle the Reporting Person to receive, upon vesting, shares of Class A Common Stock in an amount up to 200% of the PSU grant amount (or, in the Issuer's discretion, the equivalent cash value thereof). The PSUs vest upon achievement of certain performance criteria which are not tied to the market price of the Class A Common Stock, subject to the Reporting Person's continued service through such vesting date. Accordingly, the reported securities are being reported on this Form 4 on a voluntary basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,000 |
Reported balance
After 2026-07-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-02 · Grant · Acquired 15,000 · Balance 15,000 F4: 20,000 RSUs were granted to the Reporting Person in connection with the Issuer's initial public offering. Each RSU represents a contingent right to receive one share of Class A Common Stock upon vesting (or, in the Issuer's discretion, the equivalent cash value thereof). 25% of the RSUs were vested upon grant and are reported in Table I hereof. The remaining 15,000 RSUs shall vest in three equal installments on the first, second and third anniversaries of July 2, 2026, subject to the Reporting Person's continued service through such vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A common stock ("Class A Common Stock") withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person arising in connection with the grant and settlement of fully vested restricted stock units ("RSUs").
F2: Represents performance restricted stock units ("PSUs") that entitle the Reporting Person to receive, upon vesting, shares of Class A Common Stock in an amount up to 200% of the PSU grant amount (or, in the Issuer's discretion, the equivalent cash value thereof). The PSUs vest upon achievement of certain performance criteria tied to the market price of the Class A Common Stock, subject to the Reporting Person's continued service through such vesting date.
F3: Represents PSUs that entitle the Reporting Person to receive, upon vesting, shares of Class A Common Stock in an amount up to 200% of the PSU grant amount (or, in the Issuer's discretion, the equivalent cash value thereof). The PSUs vest upon achievement of certain performance criteria which are not tied to the market price of the Class A Common Stock, subject to the Reporting Person's continued service through such vesting date. Accordingly, the reported securities are being reported on this Form 4 on a voluntary basis.
F4: 20,000 RSUs were granted to the Reporting Person in connection with the Issuer's initial public offering. Each RSU represents a contingent right to receive one share of Class A Common Stock upon vesting (or, in the Issuer's discretion, the equivalent cash value thereof). 25% of the RSUs were vested upon grant and are reported in Table I hereof. The remaining 15,000 RSUs shall vest in three equal installments on the first, second and third anniversaries of July 2, 2026, subject to the Reporting Person's continued service through such vesting dates.
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 02, 2026 Filed Jul 8, 2026 01:19 UTC | ITG, Inc./DE/ ITG · Entity 4695 | GrantRestricted Stock Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-297853 · ownership.xml · derivative · entry 5 Mecray Christopher H. · CIK 0002134329 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A common stock · 15,000 shares Expires not disclosed F4 · derivative.exercise_price: 20,000 RSUs were granted to the Reporting Person in connection with the Issuer's initial public offering. Each RSU represents a contingent right to receive one share of Class A Common Stock upon vesting (or, in the Issuer's discretion, the equivalent cash value thereof). 25% of the RSUs were vested upon grant and are reported in Table I hereof. The remaining 15,000 RSUs shall vest in three equal installments on the first, second and third anniversaries of July 2, 2026, subject to the Reporting Person's continued service through such vesting dates. F4 · derivative.exercise_date: 20,000 RSUs were granted to the Reporting Person in connection with the Issuer's initial public offering. Each RSU represents a contingent right to receive one share of Class A Common Stock upon vesting (or, in the Issuer's discretion, the equivalent cash value thereof). 25% of the RSUs were vested upon grant and are reported in Table I hereof. The remaining 15,000 RSUs shall vest in three equal installments on the first, second and third anniversaries of July 2, 2026, subject to the Reporting Person's continued service through such vesting dates. F4 · derivative.expiration_date: 20,000 RSUs were granted to the Reporting Person in connection with the Issuer's initial public offering. Each RSU represents a contingent right to receive one share of Class A Common Stock upon vesting (or, in the Issuer's discretion, the equivalent cash value thereof). 25% of the RSUs were vested upon grant and are reported in Table I hereof. The remaining 15,000 RSUs shall vest in three equal installments on the first, second and third anniversaries of July 2, 2026, subject to the Reporting Person's continued service through such vesting dates. F4 · derivative.underlying_shares: 20,000 RSUs were granted to the Reporting Person in connection with the Issuer's initial public offering. Each RSU represents a contingent right to receive one share of Class A Common Stock upon vesting (or, in the Issuer's discretion, the equivalent cash value thereof). 25% of the RSUs were vested upon grant and are reported in Table I hereof. The remaining 15,000 RSUs shall vest in three equal installments on the first, second and third anniversaries of July 2, 2026, subject to the Reporting Person's continued service through such vesting dates. Read SEC document |
| July 02, 2026 Filed Jul 8, 2026 01:19 UTC | ITG, Inc./DE/ ITG · Entity 4695 | GrantPerformance Restricted Stock Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-297853 · ownership.xml · derivative · entry 4 Mecray Christopher H. · CIK 0002134329 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A common stock · 15,000 shares Expires 2038-12-31 F3 · derivative.exercise_price: Represents PSUs that entitle the Reporting Person to receive, upon vesting, shares of Class A Common Stock in an amount up to 200% of the PSU grant amount (or, in the Issuer's discretion, the equivalent cash value thereof). The PSUs vest upon achievement of certain performance criteria which are not tied to the market price of the Class A Common Stock, subject to the Reporting Person's continued service through such vesting date. Accordingly, the reported securities are being reported on this Form 4 on a voluntary basis. F3 · derivative.exercise_date: Represents PSUs that entitle the Reporting Person to receive, upon vesting, shares of Class A Common Stock in an amount up to 200% of the PSU grant amount (or, in the Issuer's discretion, the equivalent cash value thereof). The PSUs vest upon achievement of certain performance criteria which are not tied to the market price of the Class A Common Stock, subject to the Reporting Person's continued service through such vesting date. Accordingly, the reported securities are being reported on this Form 4 on a voluntary basis. F3 · derivative.underlying_shares: Represents PSUs that entitle the Reporting Person to receive, upon vesting, shares of Class A Common Stock in an amount up to 200% of the PSU grant amount (or, in the Issuer's discretion, the equivalent cash value thereof). The PSUs vest upon achievement of certain performance criteria which are not tied to the market price of the Class A Common Stock, subject to the Reporting Person's continued service through such vesting date. Accordingly, the reported securities are being reported on this Form 4 on a voluntary basis. Read SEC document |
| July 02, 2026 Filed Jul 8, 2026 01:19 UTC | ITG, Inc./DE/ ITG · Entity 4695 | GrantPerformance Restricted Stock Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-297853 · ownership.xml · derivative · entry 3 Mecray Christopher H. · CIK 0002134329 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A common stock · 15,000 shares Expires 2038-12-31 F2 · derivative.exercise_price: Represents performance restricted stock units ("PSUs") that entitle the Reporting Person to receive, upon vesting, shares of Class A Common Stock in an amount up to 200% of the PSU grant amount (or, in the Issuer's discretion, the equivalent cash value thereof). The PSUs vest upon achievement of certain performance criteria tied to the market price of the Class A Common Stock, subject to the Reporting Person's continued service through such vesting date. F2 · derivative.exercise_date: Represents performance restricted stock units ("PSUs") that entitle the Reporting Person to receive, upon vesting, shares of Class A Common Stock in an amount up to 200% of the PSU grant amount (or, in the Issuer's discretion, the equivalent cash value thereof). The PSUs vest upon achievement of certain performance criteria tied to the market price of the Class A Common Stock, subject to the Reporting Person's continued service through such vesting date. F2 · derivative.underlying_shares: Represents performance restricted stock units ("PSUs") that entitle the Reporting Person to receive, upon vesting, shares of Class A Common Stock in an amount up to 200% of the PSU grant amount (or, in the Issuer's discretion, the equivalent cash value thereof). The PSUs vest upon achievement of certain performance criteria tied to the market price of the Class A Common Stock, subject to the Reporting Person's continued service through such vesting date. Read SEC document |
| July 02, 2026 Filed Jul 8, 2026 01:19 UTC | ITG, Inc./DE/ ITG · Entity 4695 | Tax withholdingClass A common stock | 1,850 | $16.00 | $29,600.00 |
DisclosureSEC source: 0001193125-26-297853 · ownership.xml · nonDerivative · entry 2 Mecray Christopher H. · CIK 0002134329 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,150 F1 · shares: Represents shares of Class A common stock ("Class A Common Stock") withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person arising in connection with the grant and settlement of fully vested restricted stock units ("RSUs"). Read SEC document |
| July 02, 2026 Filed Jul 8, 2026 01:19 UTC | ITG, Inc./DE/ ITG · Entity 4695 | GrantClass A common stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-297853 · ownership.xml · nonDerivative · entry 1 Mecray Christopher H. · CIK 0002134329 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 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.