Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Homes 4 RentAMH · Entity 3392 | Director | May 14, 2026 | May 18, 2026 |
| Apollo Global Management, Inc.APO · Entity 2956 | Director | July 01, 2026 | July 06, 2026 |
| Athene Holding Ltd.ATH · Entity 9807 | Director | January 01, 2022 | January 03, 2022 |
| FLUOR CORPFLR · Entity 3672 | Director | May 02, 2019 | May 06, 2019 |
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.
American Homes 4 Rent
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common SharesSEC Table I · non-derivative | Direct | 41,331 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 5,421 · Balance 41,331 F1: Grant of 5,421 restricted share units as non-management trustee compensation. These restricted share units vest in full on the earlier of (i) one year from the date of grant or (ii) the date of the next annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of 5,421 restricted share units as non-management trustee compensation. These restricted share units vest in full on the earlier of (i) one year from the date of grant or (ii) the date of the next annual meeting of shareholders.
Apollo Global Management, 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 | 20,051 |
Reported balance
After 2026-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 1,589 · Balance 20,051 F1: Represents restricted stock units ("RSUs") granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date. F2: Reported amount includes 3,035 RSUs granted under the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date.
F2: Reported amount includes 3,035 RSUs granted under the Plan.
Athene Holding Ltd.
Report date January 01, 2022 · Filed January 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common SharesSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-01-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-01 · Disposition to issuer · Disposed 1,223 · Balance 3,573 F1: Pursuant to the Agreement and Plan of Merger, dated March 8, 2021 (the "Merger Agreement") by and among the Issuer, Apollo Global Management, Inc., a Delaware corporation ("AGM"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("HoldCo"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of HoldCo ("Company Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of HoldCo ("AGM Merger Sub"), effective January 1, 2022 (the "Effective Time"): (i) AGM merged with AGM Merger Sub, with AGM surviving such merger as a direct wholly owned subsidiary of HoldCo (the "AGM Merger"), (ii) the Issuer merged with Company Merger Sub, with the Issuer surviving such merger as a direct, wholly owned subsidiary of HoldCo (the "Company Merger" and, together with the AGM Merger, the "Mergers"), and (iii) the name of HoldCo was changed to "Apollo Global Management, Inc." F2: Pursuant to the Merger Agreement, these Class A common shares, par value $0.001 per share, of the Issuer ("Class A Common Shares") converted automatically into the right to receive 1.149 shares of common stock, par value $0.00001 per share, of HoldCo ("HoldCo Shares"), with fractional shares paid out in cash. As of December 31, 2021, the closing market price of the Issuer's Class A Common Shares was $83.33 and the closing market price of AGM's Class A common stock was $72.43. Row 2 · 2022-01-01 · Disposition to issuer · Disposed 3,573 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated March 8, 2021 (the "Merger Agreement") by and among the Issuer, Apollo Global Management, Inc., a Delaware corporation ("AGM"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("HoldCo"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of HoldCo ("Company Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of HoldCo ("AGM Merger Sub"), effective January 1, 2022 (the "Effective Time"): (i) AGM merged with AGM Merger Sub, with AGM surviving such merger as a direct wholly owned subsidiary of HoldCo (the "AGM Merger"), (ii) the Issuer merged with Company Merger Sub, with the Issuer surviving such merger as a direct, wholly owned subsidiary of HoldCo (the "Company Merger" and, together with the AGM Merger, the "Mergers"), and (iii) the name of HoldCo was changed to "Apollo Global Management, Inc." F3: Pursuant to the Merger Agreement, these time-based restricted share awards ("RSAs") converted into a number of restricted HoldCo Shares, rounded down to the nearest whole HoldCo Share, equal to (i) 1.149 multiplied by (ii) the number of Class A Common Shares subject to such RSA immediately prior to the Effective Time. In addition, these RSAs vested in full immediately prior to the Effective Time. These RSAs are otherwise subject to the same terms and conditions as were applicable immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated March 8, 2021 (the "Merger Agreement") by and among the Issuer, Apollo Global Management, Inc., a Delaware corporation ("AGM"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("HoldCo"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of HoldCo ("Company Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of HoldCo ("AGM Merger Sub"), effective January 1, 2022 (the "Effective Time"): (i) AGM merged with AGM Merger Sub, with AGM surviving such merger as a direct wholly owned subsidiary of HoldCo (the "AGM Merger"), (ii) the Issuer merged with Company Merger Sub, with the Issuer surviving such merger as a direct, wholly owned subsidiary of HoldCo (the "Company Merger" and, together with the AGM Merger, the "Mergers"), and (iii) the name of HoldCo was changed to "Apollo Global Management, Inc."
F2: Pursuant to the Merger Agreement, these Class A common shares, par value $0.001 per share, of the Issuer ("Class A Common Shares") converted automatically into the right to receive 1.149 shares of common stock, par value $0.00001 per share, of HoldCo ("HoldCo Shares"), with fractional shares paid out in cash. As of December 31, 2021, the closing market price of the Issuer's Class A Common Shares was $83.33 and the closing market price of AGM's Class A common stock was $72.43.
F3: Pursuant to the Merger Agreement, these time-based restricted share awards ("RSAs") converted into a number of restricted HoldCo Shares, rounded down to the nearest whole HoldCo Share, equal to (i) 1.149 multiplied by (ii) the number of Class A Common Shares subject to such RSA immediately prior to the Effective Time. In addition, these RSAs vested in full immediately prior to the Effective Time. These RSAs are otherwise subject to the same terms and conditions as were applicable immediately prior to the Effective Time.
FLUOR CORP
Report date May 02, 2019 · Filed May 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,201 |
Reported balance
After 2019-05-02 transaction · row 1
1 source rowRow 1 · 2019-05-02 · Grant · Acquired 5,906 · Balance 18,201 F1: Granted as Restricted Stock Units which vested on May 2, 2019. These Restricted Stock Units are subject to a post-vest holding period until May 2, 2022, at which time shares will be issued (unless further deferred by the director pursuant to the Fluor Corporation 409A Director Deferred Compensation Program.) |
Filing footnotes · ownership attribution and instrument terms
F1: Granted as Restricted Stock Units which vested on May 2, 2019. These Restricted Stock Units are subject to a post-vest holding period until May 2, 2022, at which time shares will be issued (unless further deferred by the director pursuant to the Fluor Corporation 409A Director Deferred Compensation Program.)
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Evoqua Water Technologies Corp.
Report date May 24, 2023 · Filed May 26, 2023
Section 16 reporting ended · disclosed 2023-05-26. 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 2023-05-24 transaction · row 1
1 source rowRow 1 · 2023-05-24 · Disposition to issuer · Disposed 35,418 · Balance 0 F1: Disposed of pursuant to the merger agreement among Xylem Inc., Fore Merger Sub, Inc. and the issuer, dated as of Jan. 22, 2023. Upon effectiveness of the merger on May 24, 2023, (i) each issued and outstanding share of issuer common stock was exchanged for 0.48 Xylem common shares, with cash paid in lieu of fractional shares, and (ii) unvested restricted stock units ("RSUs") were converted into RSUs for Xylem common shares, by multiplying the number of shares of issuer common stock underlying the award and 0.48, rounded down to the nearest whole share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the merger agreement among Xylem Inc., Fore Merger Sub, Inc. and the issuer, dated as of Jan. 22, 2023. Upon effectiveness of the merger on May 24, 2023, (i) each issued and outstanding share of issuer common stock was exchanged for 0.48 Xylem common shares, with cash paid in lieu of fractional shares, and (ii) unvested restricted stock units ("RSUs") were converted into RSUs for Xylem common shares, by multiplying the number of shares of issuer common stock underlying the award and 0.48, rounded down to the nearest whole share.
Xylem Inc.
Report date May 16, 2024 · Filed May 17, 2024
Section 16 reporting ended · disclosed 2024-05-17. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 01, 2026 Filed Jul 6, 2026 21:21 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GrantCommon Stock | 1,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001253486-26-000006 · wk-form4_1783372915.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,051 F1 · shares: Represents restricted stock units ("RSUs") granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date. F2 · balance_after: Reported amount includes 3,035 RSUs granted under the Plan. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:34 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 5,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001253486-26-000003 · wk-form4_1779136459.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,331 F1 · shares: Grant of 5,421 restricted share units as non-management trustee compensation. These restricted share units vest in full on the earlier of (i) one year from the date of grant or (ii) the date of the next annual meeting of shareholders. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 21:03 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GrantCommon Stock | 1,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001858681-25-000090 · wk-form4_1751490192.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,462 F1 · shares: Represents restricted stock units ("RSUs") granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date. F2 · balance_after: Reported amount includes 5,282 RSUs granted under the Plan. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:11 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 4,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-024266 · wk-form4_1746821489.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,910 F1 · balance_after: Grant of 4,383 restricted share units as non-management trustee compensation. These restricted share units vest in full on the earlier of (i) one year from the date of grant or (ii) the date of the next annual meeting of shareholders. Read SEC document |
| May 10, 2024 Filed May 14, 2024 21:07 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 4,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-023283 · wk-form4_1715720797.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,527 F1 · balance_after: Includes 4,159 restricted share units, each representing a contingent right to receive one Class A Common Share. Restricted share units vest in full on the earlier of (i) one year from the date of grant or (ii) the date of the next annual meeting of shareholders. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:34 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 16,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004541 · primarydocument.xml · nonDerivative · entry 2 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,630 F2 · shares: Received in exchange for 35,418 shares of Evoqua common stock in connection with the Merger. On May 24, 2023, the effective date of the Merger, the closing price of Evoqua's common stock was $49.88 per share, and the closing price of Xylem Inc.'s common stock was $101.06 per share. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:34 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,633 | $101.06 | $165,030.98 |
DisclosureSEC source: 0001562180-23-004541 · primarydocument.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,633 F1 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) and sub-pool of shares from the Evoqua Water Technologies 2017 Equity Plan assumed by Xylem Inc. as part of the merger of Xylem Inc. and Evoqua Water Technologies Corp. ("Evoqua") on May 24, 2023 (the "Merger"), that are scheduled to vest in full on the trading day prior to the 2024 Annual Meeting of Shareholders. Read SEC document |
| May 24, 2023 Filed May 26, 2023 20:47 UTC | Evoqua Water Technologies Corp. AQUA · Entity 113037 | Disposition to issuerCommon Stock | 35,418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001604643-23-000101 · wf-form4_168513400737163.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the merger agreement among Xylem Inc., Fore Merger Sub, Inc. and the issuer, dated as of Jan. 22, 2023. Upon effectiveness of the merger on May 24, 2023, (i) each issued and outstanding share of issuer common stock was exchanged for 0.48 Xylem common shares, with cash paid in lieu of fractional shares, and (ii) unvested restricted stock units ("RSUs") were converted into RSUs for Xylem common shares, by multiplying the number of shares of issuer common stock underlying the award and 0.48, rounded down to the nearest whole share. Read SEC document |
| May 09, 2023 Filed May 10, 2023 23:14 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 4,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001562401-23-000066 · wf-form4_168376042597142.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,368 F1 · balance_after: Includes 4,259 restricted share units, each representing a contingent right to receive one Class A Common Share. Restricted share units vest in full one year from the date of grant. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:53 UTC | Evoqua Water Technologies Corp. AQUA · Entity 113037 | GrantCommon Stock | 2,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001604643-23-000035 · wf-form4_167598317984628.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,418 F1 · kind: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service as a director of the issuer through the vesting date, these restricted stock units are scheduled to vest on February 7, 2024 and settle within 30 days thereafter. F2 · balance_after: The amount of these securities includes 5,291 unvested restricted stock units in respect of the issuer's common stock. Read SEC document |
| May 16, 2022 Filed May 18, 2022 21:13 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GrantCommon Stock | 11,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030117 · doc4.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,016 F1 · shares: Represents restricted stock units ("RSUs") granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date. F2 · balance_after: Reported amount includes 11,506 RSUs. Read SEC document |
| May 03, 2022 Filed May 4, 2022 22:51 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 3,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001562401-22-000061 · wf-form4_165170460317653.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,109 F1 · balance_after: Includes 6,666 restricted share units, each representing a contingent right to receive one Class A Common Share. Restricted share units vest in full one year from the date of grant. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:24 UTC | Evoqua Water Technologies Corp. AQUA · Entity 113037 | GrantCommon Stock | 2,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001604643-22-000055 · wf-form4_164521941080204.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,944 F1 · kind: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service as a director of the issuer through the vesting date, these restricted stock units are scheduled to vest on February 16, 2023 and settle within 30 days thereafter. F2 · balance_after: The amount of these securities includes 2,817 unvested restricted stock units in respect of the issuer's common stock. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 22:13 UTC | Athene Holding Ltd. ATH · Entity 9807 | Disposition to issuerClass A Common Shares | 3,573 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-000215 · form4.xml · nonDerivative · entry 2 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated March 8, 2021 (the "Merger Agreement") by and among the Issuer, Apollo Global Management, Inc., a Delaware corporation ("AGM"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("HoldCo"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of HoldCo ("Company Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of HoldCo ("AGM Merger Sub"), effective January 1, 2022 (the "Effective Time"): (i) AGM merged with AGM Merger Sub, with AGM surviving such merger as a direct wholly owned subsidiary of HoldCo (the "AGM Merger"), (ii) the Issuer merged with Company Merger Sub, with the Issuer surviving such merger as a direct, wholly owned subsidiary of HoldCo (the "Company Merger" and, together with the AGM Merger, the "Mergers"), and (iii) the name of HoldCo was changed to "Apollo Global Management, Inc." F3 · price: Pursuant to the Merger Agreement, these time-based restricted share awards ("RSAs") converted into a number of restricted HoldCo Shares, rounded down to the nearest whole HoldCo Share, equal to (i) 1.149 multiplied by (ii) the number of Class A Common Shares subject to such RSA immediately prior to the Effective Time. In addition, these RSAs vested in full immediately prior to the Effective Time. These RSAs are otherwise subject to the same terms and conditions as were applicable immediately prior to the Effective Time. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 22:13 UTC | Athene Holding Ltd. ATH · Entity 9807 | Disposition to issuerClass A Common Shares | 1,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-000215 · form4.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,573 F1 · price: Pursuant to the Agreement and Plan of Merger, dated March 8, 2021 (the "Merger Agreement") by and among the Issuer, Apollo Global Management, Inc., a Delaware corporation ("AGM"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("HoldCo"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of HoldCo ("Company Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of HoldCo ("AGM Merger Sub"), effective January 1, 2022 (the "Effective Time"): (i) AGM merged with AGM Merger Sub, with AGM surviving such merger as a direct wholly owned subsidiary of HoldCo (the "AGM Merger"), (ii) the Issuer merged with Company Merger Sub, with the Issuer surviving such merger as a direct, wholly owned subsidiary of HoldCo (the "Company Merger" and, together with the AGM Merger, the "Mergers"), and (iii) the name of HoldCo was changed to "Apollo Global Management, Inc." F2 · price: Pursuant to the Merger Agreement, these Class A common shares, par value $0.001 per share, of the Issuer ("Class A Common Shares") converted automatically into the right to receive 1.149 shares of common stock, par value $0.00001 per share, of HoldCo ("HoldCo Shares"), with fractional shares paid out in cash. As of December 31, 2021, the closing market price of the Issuer's Class A Common Shares was $83.33 and the closing market price of AGM's Class A common stock was $72.43. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 02:08 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GrantCommon Stock | 5,510 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-22-000144 · es210213922_4-agmswann.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,510 F1 · shares: On January 1, 2022, pursuant to the Agreement and Plan of Merger, dated as of March 8, 2021 (the "Merger Agreement"), by and among Apollo Global Management, Inc., a Delaware corporation ("AGM"), Athene Holding Ltd, a Bermuda exempted company ("AHL"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("Holdings"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of Holdings ("AHL Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Holdings ("AGM Merger Sub"), AGM Merger Sub merged with and into AGM with AGM as the surviving corporation and a direct subsidiary of Holdings (the "AGM Merger"), and AHL Merger Sub merged with and into AHL with AHL as the surviving corporation and a direct subsidiary of Holdings (the "AHL Merger", and together with the AGM Merger, the "Mergers"). (Con't in FN2) F2 · shares: (Con't from FN1) On January 1, 2022, upon the consummation of the Mergers, (a) each share of common stock (other than shares held by AGM as treasury shares or by a subsidiary of AGM) or other equity interest of AGM was converted into one share of common stock or equivalent equity interest of Holdings, (b) each common share (other than common shares held by AHL as treasury shares or by a subsidiary of AGM or AHL) or other equity interest of AHL was converted into the right to receive 1.149 shares of common stock or equivalent equity interest of Holdings, (c) AGM was renamed Apollo Asset Management, Inc. and (d) Holdings was renamed Apollo Global Management, Inc. F1 · price: On January 1, 2022, pursuant to the Agreement and Plan of Merger, dated as of March 8, 2021 (the "Merger Agreement"), by and among Apollo Global Management, Inc., a Delaware corporation ("AGM"), Athene Holding Ltd, a Bermuda exempted company ("AHL"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("Holdings"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of Holdings ("AHL Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Holdings ("AGM Merger Sub"), AGM Merger Sub merged with and into AGM with AGM as the surviving corporation and a direct subsidiary of Holdings (the "AGM Merger"), and AHL Merger Sub merged with and into AHL with AHL as the surviving corporation and a direct subsidiary of Holdings (the "AHL Merger", and together with the AGM Merger, the "Mergers"). (Con't in FN2) F2 · price: (Con't from FN1) On January 1, 2022, upon the consummation of the Mergers, (a) each share of common stock (other than shares held by AGM as treasury shares or by a subsidiary of AGM) or other equity interest of AGM was converted into one share of common stock or equivalent equity interest of Holdings, (b) each common share (other than common shares held by AHL as treasury shares or by a subsidiary of AGM or AHL) or other equity interest of AHL was converted into the right to receive 1.149 shares of common stock or equivalent equity interest of Holdings, (c) AGM was renamed Apollo Asset Management, Inc. and (d) Holdings was renamed Apollo Global Management, Inc. Read SEC document |
| May 06, 2021 Filed May 10, 2021 22:37 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 3,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001562401-21-000086 · wf-form4_162068620910310.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,845 F1 · balance_after: Includes 6,845 restricted share units, each representing a contingent right to receive one Class A Common Share. Restricted share units vest in full one year from the date of grant. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:56 UTC | Evoqua Water Technologies Corp. AQUA · Entity 113037 | GrantCommon Stock | 4,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-21-000484 · form.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,127 F1 · kind: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service as a director of the issuer through the vesting date, these restricted stock units are scheduled to vest on February 16, 2022 and settle within 30 days thereafter. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:45 UTC | Athene Holding Ltd. ATH · Entity 9807 | GrantClass A Common Shares | 3,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001123 · form4.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,796 F1 · shares: This Form 4 is being filed to report a restricted share award which vests on the first anniversary of the vesting start date and immediately upon a sale or change in control of the Issuer. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 21:27 UTC | Athene Holding Ltd. ATH · Entity 9807 | GrantClass A Common Shares | 1,223 | $0.00 | $1.22 |
DisclosureSEC source: 0001127602-20-026356 · form4.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,223 F1 · shares: This Form 4 is being filed to report a restricted share award of 1,223 Class A common shares which vest on the first anniversary of the vesting start date and immediately upon a sale or change in control of the Issuer. Read SEC document |
| August 05, 2020 Filed Aug 8, 2020 01:46 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 3,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001562401-20-000130 · wf-form4_159685110989167.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,443 F1 · shares: Restricted share units vest in full one year from the date of grant. F2 · balance_after: Includes 3,443 restricted share units, each representing a contingent right to receive one Class A Common Share. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 01:02 UTC | Evoqua Water Technologies Corp. AQUA · Entity 113037 | GrantCommon Stock | 4,227 | $0.00 | $0.00 |
DisclosureSEC source: 0000895345-20-000232 · form4.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,088 F1 · kind: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service as a director of the issuer through the vesting date, these restricted stock units are scheduled to vest on February 18, 2021 and settle within 30 days thereafter. F2 · balance_after: This amount includes 4,227 unvested restricted stock units in respect of the issuer's common stock. These restricted stock units are scheduled to vest as described in footnote 1 to this Form 4. Read SEC document |
| May 02, 2019 Filed May 6, 2019 20:56 UTC | FLUOR CORP FLR · Entity 3672 | GrantCommon Stock | 5,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-027775 · doc4.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,201 F1 · shares: Granted as Restricted Stock Units which vested on May 2, 2019. These Restricted Stock Units are subject to a post-vest holding period until May 2, 2022, at which time shares will be issued (unless further deferred by the director pursuant to the Fluor Corporation 409A Director Deferred Compensation Program.) Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 22:46 UTC | Evoqua Water Technologies Corp. AQUA · Entity 113037 | GrantCommon Stock | 7,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004917 · doc1.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,861 F1 · kind: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service as a director of the issuer through the vesting date, these restricted stock units are scheduled to vest on February 14, 2020 and settle within 30 days thereafter. F2 · balance_after: This amount includes 11,861 unvested restricted stock units in respect of the issuer's common stock. Of these restricted stock units, 7,893 are scheduled to vest as described in footnote 1 to this Form 4 and 3,968 are scheduled to vest as described in the Form 4 filed by the reporting person on May 23, 2018. Read SEC document |
| May 21, 2018 Filed May 23, 2018 22:17 UTC | Evoqua Water Technologies Corp. AQUA · Entity 113037 | GrantCommon Stock | 3,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-025408 · doc1.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,968 F1 · kind: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. These restricted stock units will vest in full on February 28, 2019 (the "Vesting Date") and settle within 30 days of the Vesting Date, subject to the reporting person's continued service as a director of the issuer through the Vesting Date. F2 · balance_after: Number reported includes 3,968 unvested restricted stock units described above. Read SEC document |
| May 03, 2018 Filed May 7, 2018 22:31 UTC | FLUOR CORP FLR · Entity 3672 | GrantCommon Stock | 2,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028435 · doc4.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,295 F1 · shares: Granted as Restricted Stock Units which vested on May 3, 2018. These Restricted Stock Units are subject to a post-vest holding period until May 3, 2021, at which time shares will be issued (unless further deferred by the director pursuant to the Fluor Corporation 409A Director Deferred Compensation Program.) Read SEC document |
| May 04, 2017 Filed May 8, 2017 20:39 UTC | FLUOR CORP FLR · Entity 3672 | GrantCommon Stock | 3,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030621 · doc4.xml · nonDerivative · entry 1 SWANN LYNN C · CIK 0001253486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,373 F1 · shares: Granted as Restricted Stock Units which will vest on May 1, 2018. 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.