Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aon plcAON · Entity 2608 | CEO, Regions & North America | March 13, 2026 | March 17, 2026 |
| LifeStance Health Group, Inc.LFST · Entity 3936 | Director | July 02, 2026 | July 07, 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.
Aon plc
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary StockSEC Table I · non-derivative | Direct | 6,795.447 |
Ending reported balance
After 2026-03-13 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-13 · Exercise / conversion · Acquired 228 · Balance 6,730.771 F1: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Row 2 · 2026-03-13 · Tax withholding · Disposed 99.177 · Balance 6,631.594 F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Row 3 · 2026-03-13 · Exercise / conversion · Acquired 290 · Balance 6,921.594 F1: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Row 4 · 2026-03-13 · Tax withholding · Disposed 126.147 · Balance 6,795.447 F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. |
| Restricted Share Unit (Right to Receive)SEC Table II · derivative / convertible security · Expires 2026-03-15 | Direct | 0 |
Reported balance
After 2026-03-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-13 · Exercise / conversion · Disposed 228 · Balance 0 F3: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F4: A restricted share unit award was granted on March 15, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. |
| Restricted Share Unit (Right to Receive)SEC Table II · derivative / convertible security · Expires 2028-03-14 | Direct | 580 |
Reported balance
After 2026-03-13 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-13 · Exercise / conversion · Disposed 290 · Balance 580 F3: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F5: A restricted share unit award was granted on March 14, 2025 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award.
F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award.
F3: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person.
F4: A restricted share unit award was granted on March 15, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant.
F5: A restricted share unit award was granted on March 14, 2025 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant.
LifeStance Health Group, Inc.
Report date July 02, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,492 |
Reported balance
After 2026-07-02 transaction · row 1
1 source rowRow 1 · 2026-07-02 · Grant · Acquired 35,492 · Balance 35,492 F1: Includes 35,492 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 35,492 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.
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 7, 2026 23:34 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 35,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-297799 · ownership.xml · nonDerivative · entry 1 Goltermann Lori · CIK 0002062798 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,492 F1 · shares: Includes 35,492 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:11 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-110806 · ownership.xml · derivative · entry 6 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 580 Underlying: Class A Ordinary Shares · 290 shares Expires 2028-03-14 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. F3 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F5 · derivative.exercise_date: A restricted share unit award was granted on March 14, 2025 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F5 · derivative.expiration_date: A restricted share unit award was granted on March 14, 2025 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:11 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 228 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-110806 · ownership.xml · derivative · entry 5 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 228 shares Expires 2026-03-15 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. F3 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F4 · derivative.exercise_date: A restricted share unit award was granted on March 15, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F4 · derivative.expiration_date: A restricted share unit award was granted on March 15, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:11 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 126.147 | $321.41 | $40,544.91 |
DisclosureSEC source: 0001193125-26-110806 · ownership.xml · nonDerivative · entry 4 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,795.447 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:11 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 290 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-110806 · ownership.xml · nonDerivative · entry 3 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,921.594 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: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F1 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:11 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 99.177 | $321.41 | $31,876.48 |
DisclosureSEC source: 0001193125-26-110806 · ownership.xml · nonDerivative · entry 2 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,631.594 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:11 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 228 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-110806 · ownership.xml · nonDerivative · entry 1 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,730.771 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: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F1 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 22:12 UTC | Aon plc AON · Entity 2608 | GrantRestricted Share Unit (Right to Receive) · Derivative | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-055083 · ownership.xml · derivative · entry 3 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,113 Underlying: Class A Ordinary Shares · 1,113 shares Expires 2029-02-12 F4 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F5 · derivative.exercise_date: The restricted share unit award vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated, as follows: 33 1/3% of the award vests on each of the first through third anniversary of the date of the grant. F5 · derivative.expiration_date: The restricted share unit award vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated, as follows: 33 1/3% of the award vests on each of the first through third anniversary of the date of the grant. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 22:12 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 2,713.338 | $314.49 | $853,317.67 |
DisclosureSEC source: 0001193125-26-055083 · ownership.xml · nonDerivative · entry 2 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,502.771 F3 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 22:12 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 6,937 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-055083 · ownership.xml · nonDerivative · entry 1 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,216.109 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the eighteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 12, 2026, based on the Company's performance for the period from January 1, 2023 to December 31, 2025. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the eighteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 12, 2026, based on the Company's performance for the period from January 1, 2023 to December 31, 2025. F2 · balance_after: Includes shares acquired under the Aon employee stock purchase plan on December 31, 2025. Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 13:24 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 156 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-294621 · ownership.xml · derivative · entry 3 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 156 shares Expires 2025-11-21 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. F4 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F5 · derivative.exercise_date: A restricted share unit award was granted on November 21, 2022 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3 of the award vests on each of the first through third anniversary of the date of grant. F5 · derivative.expiration_date: A restricted share unit award was granted on November 21, 2022 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3 of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 13:24 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 68.093 | $346.51 | $23,594.91 |
DisclosureSEC source: 0001193125-25-294621 · ownership.xml · nonDerivative · entry 2 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,255.494 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. F3 · balance_after: Includes shares acquired under the Aon employee stock purchase plan on June 30, 2025. Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 13:24 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 156 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-294621 · ownership.xml · nonDerivative · entry 1 Goltermann Lori · CIK 0002062798 · CEO, Regions & North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,323.587 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: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F1 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. 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.