Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AEROPOSTALE INCAROPQ · Entity 180405 | Director | December 09, 2016 | December 14, 2016 |
| HEALTHEQUITY, INC.HQY · Entity 3639 | Director | June 25, 2026 | June 29, 2026 |
| PACS Group, Inc.PACS · Entity 2590 | Director | July 01, 2026 | July 06, 2026 |
| QuidelOrtho CorpQDEL · Entity 4986 | Director | June 25, 2026 | June 29, 2026 |
| SOMNIGROUP INTERNATIONAL INC.SGI · Entity 3403 | Director | May 13, 2026 | May 15, 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.
AEROPOSTALE INC
Report date December 09, 2016 · Filed December 14, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-12-09 transaction · row 1
1 source rowRow 1 · 2016-12-09 · Sale · Disposed 20,000 · Balance 0 |
HEALTHEQUITY, INC.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,085 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 2,877 · Balance 51,085 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.41 · Expires 2028-02-01 | Direct | 4,339 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 4,339 F2: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.06 · Expires 2030-02-01 | Direct | 4,012 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,012 F2: The option is immediately exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.
F2: The option is immediately exercisable.
PACS Group, Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,085 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 4,287 · Balance 36,085 F1: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs will vest on the earlier to occur of (i) July 1, 2027 and (ii) the date of the next annual meeting following the grant date, subject to the Reporting Person's continued service to the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs will vest on the earlier to occur of (i) July 1, 2027 and (ii) the date of the next annual meeting following the grant date, subject to the Reporting Person's continued service to the Issuer.
QuidelOrtho Corp
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (Equity Grant)SEC Table II · derivative / convertible security | Direct | 15,532 |
Reported balance
After 2026-06-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 15,532 · Balance 15,532 F1: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2: The restricted stock units will vest on June 25, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock.
F2: The restricted stock units will vest on June 25, 2027.
SOMNIGROUP INTERNATIONAL INC.
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 156,574 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 2,657 · Balance 156,574 F1: Each restricted stock unit represents the right to receive one share of common stock of the issuer as described in the next sentence. The restricted stock units vest in full on the first year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive one share of common stock of the issuer as described in the next sentence. The restricted stock units vest in full on the first year anniversary of the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Ortho Clinical Diagnostics Holdings plc
Report date May 27, 2022 · Filed June 01, 2022
Section 16 reporting ended · disclosed 2022-06-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, $0.00001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 1
1 source rowRow 1 · 2022-05-27 · Disposition to issuer · Disposed 5,200 · Balance 0 F1: Includes 2,600 restricted stock units. F2: Pursuant to the Business Combination Agreement, dated December 22, 2021, by and among Coronado Topco, Inc. ("Coronado Topco"), Laguna Merger Sub, Inc., Orca Holdco, Inc., Orca Holdco 2, Inc., Quidel Corporation and the Issuer, the Issuer became a wholly owned subsidiary of Coronado Topco upon consummation of the business combinations (the "Effective Time"). At the Effective Time: (a) each of the Issuer's ordinary shares was automatically converted into the right to receive (i) 0.1055 shares of common stock of Coronado Topco and (ii) $7.14 in cash; and (b) each restricted stock unit, whether vested or unvested, was converted into a Coronado Topco equity right of the same type and on the same terms and conditions as were applicable to the corresponding restricted stock unit immediately prior to the Effective Time, which right shall be settled in cash upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,600 restricted stock units.
F2: Pursuant to the Business Combination Agreement, dated December 22, 2021, by and among Coronado Topco, Inc. ("Coronado Topco"), Laguna Merger Sub, Inc., Orca Holdco, Inc., Orca Holdco 2, Inc., Quidel Corporation and the Issuer, the Issuer became a wholly owned subsidiary of Coronado Topco upon consummation of the business combinations (the "Effective Time"). At the Effective Time: (a) each of the Issuer's ordinary shares was automatically converted into the right to receive (i) 0.1055 shares of common stock of Coronado Topco and (ii) $7.14 in cash; and (b) each restricted stock unit, whether vested or unvested, was converted into a Coronado Topco equity right of the same type and on the same terms and conditions as were applicable to the corresponding restricted stock unit immediately prior to the Effective Time, which right shall be settled in cash upon vesting.
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 |
|---|---|---|---|---|---|---|
| February 01, 2019 Filed Feb 5, 2019 23:09 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001389 · edgar.xml · nonDerivative · entry 1 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,786 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 1,296 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2020. Vested shares will be delivered to the reporting person on February 1, 2023. Read SEC document |
| July 05, 2018 Filed Jul 6, 2018 22:56 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $25.39 | $0.00 |
DisclosureSEC source: 0001179110-18-009540 · edgar.xml · derivative · entry 4 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2025-03-26 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_date: The option is immediately exercisable. Read SEC document |
| July 05, 2018 Filed Jul 6, 2018 22:56 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 15,000 | $77.46 | $1,161,936.00 |
DisclosureSEC source: 0001179110-18-009540 · edgar.xml · nonDerivative · entry 2 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,193 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.35 to $77.54, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| July 05, 2018 Filed Jul 6, 2018 22:56 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $25.39 | $380,850.00 |
DisclosureSEC source: 0001179110-18-009540 · edgar.xml · nonDerivative · entry 1 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,193 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. Read SEC document |
| May 10, 2018 Filed May 14, 2018 20:32 UTC | SOMNIGROUP INTERNATIONAL INC. TPX · Entity 3403 | GrantCommon Stock | 2,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001206264-18-000083 · wf-form4_152632990891018.xml · nonDerivative · entry 1 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,826 F1 · price: Each deferred stock unit represents the right to receive one share of common stock of the issuer at the end of the deferral period described below. Pursuant to the award agreement, the deferred stock units vest in four installments, with 703 units vesting on each of July 31, 2018; October 31, 2018; January 31, 2019; and 702 units vesting on the last day before the 2019 Annual Meeting of Stockholders. The vested shares will be delivered to the reporting person on May 10, 2021, unless an election is made by the reporting person to defer receipt of such shares to a later date. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 17:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 4,339 | $0.00 Strike: $50.41 | $0.00 |
DisclosureSEC source: 0001179110-18-001610 · edgar.xml · derivative · entry 6 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,339 Underlying: Common Stock · 4,339 shares Expires 2028-02-01 F4 · derivative.exercise_date: The option becomes exercisable as to 2,169 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will become exercisable on January 31, 2019. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 17:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001610 · edgar.xml · nonDerivative · entry 1 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,193 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 818 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2019. Vested shares will be delivered to the reporting person on February 1, 2024. Read SEC document |
| June 26, 2017 Filed Jun 29, 2017 01:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-026542 · doc1.xml · nonDerivative · entry 1 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,556 F1 · balance_after: Includes 1,778 shares underlying restricted stock units previously reported on Table II. Read SEC document |
| May 11, 2017 Filed May 15, 2017 21:14 UTC | SOMNIGROUP INTERNATIONAL INC. TPX · Entity 3403 | GrantCommon Stock | 2,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001206264-17-000082 · wf-form4_149488283345471.xml · nonDerivative · entry 1 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,015 F1 · price: Each deferred stock unit represents the right to receive one share of common stock of the issuer at the end of the deferral period described below. Pursuant to the award agreement, the deferred stock units vest in four installments, with 660 units vesting on each of July 31, 2017 and October 31, 2017 and 659 units vesting on each of January 31, 2018 and the last day before the 2018 Annual Meeting of Stockholders. The vested shares will be delivered to the reporting person on May 11, 2020, unless an election is made by the reporting person to defer receipt of such shares to a later date. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 02:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantRestricted Stock Units · Derivative | 3,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004438 · doc1.xml · derivative · entry 1 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,556 Underlying: Common Stock · 3,556 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The restricted stock units will vest as to 1,778 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the remainder will vest on January 31, 2018. Vested shares will be delivered to the reporting person upon vesting, unless such vesting does not occur during an "open window period," in which case the shares will be delivered promptly following the first day of the next "open window period." F2 · derivative.expiration_date: The restricted stock units will vest as to 1,778 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the remainder will vest on January 31, 2018. Vested shares will be delivered to the reporting person upon vesting, unless such vesting does not occur during an "open window period," in which case the shares will be delivered promptly following the first day of the next "open window period." Read SEC document |
| December 09, 2016 Filed Dec 14, 2016 10:35 UTC | AEROPOSTALE INC AROPQ · Entity 180405 | SaleCommon Stock | 20,000 | $0.03 | $506.00 |
DisclosureSEC source: 0001168213-16-000134 · wf-form4_148172970875367.xml · nonDerivative · entry 1 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 16:53 UTC | AEROPOSTALE INC AROPQ · Entity 180405 | SaleCommon Stock | 93,918 | $0.03 | $2,535.79 |
DisclosureSEC source: 0001168213-16-000133 · wf-form4_148123399901035.xml · nonDerivative · entry 1 Dilsaver Evelyn S · CIK 0001391387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,001 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.