Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Azenta, Inc.AZTA · Entity 4724 | Director | February 12, 2024 | February 13, 2024 |
| Corebridge Financial, Inc.CRBG · Entity 3379 | Director | June 18, 2026 | June 22, 2026 |
| GARTNER INCIT · Entity 465 | Director | October 01, 2026 | October 05, 2026 |
| OMNICELL, INC.OMCL · Entity 4666 | Director | June 01, 2026 | June 03, 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.
Azenta, Inc.
Report date February 12, 2024 · Filed February 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 2,465 |
Reported balance
After 2024-02-12 transaction · row 1
1 source rowRow 1 · 2024-02-12 · Grant · Disposed 2,465 · Balance 2,465 F1: Grant of unrestricted shares under the company's 2020 Equity Incentive Plan. No amount was paid upon grant of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of unrestricted shares under the company's 2020 Equity Incentive Plan. No amount was paid upon grant of the shares.
Corebridge Financial, Inc.
Report date June 18, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,852 |
Reported balance
After 2026-06-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 6,553 · Balance 16,852 F1: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service. F2: Includes 16,852 DSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service.
F2: Includes 16,852 DSUs.
GARTNER INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Equivalents (CSE)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 449 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 136 · Balance 449 F1: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. |
Filing footnotes · ownership attribution and instrument terms
F1: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP.
OMNICELL, INC.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,589 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 4,603 · Balance 22,589 F1: Grant of restricted shares, under the Issuer's equity incentive plan, in consideration of services as a Board Member pursuant to the Issuer's Board of Directors Compensation Plan. Shares shall vest in full on the one-year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted shares, under the Issuer's equity incentive plan, in consideration of services as a Board Member pursuant to the Issuer's Board of Directors Compensation Plan. Shares shall vest in full on the one-year anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:13 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalents (CSE) · Derivative | 136 | $192.80 Strike: $0.00 | $26,220.80 |
DisclosureSEC source: 0000749251-26-000286 · form4.xml · derivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 449 Underlying: Common Stock · 136 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:09 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalents (CSE) · Derivative | 196 | $133.76 Strike: $0.00 | $26,216.96 |
DisclosureSEC source: 0000749251-26-000228 · form4.xml · derivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313 Underlying: Common Stock · 196 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. Read SEC document |
| June 18, 2026 Filed Jun 22, 2026 20:14 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | GrantCommon Stock | 6,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-044632 · wk-form4_1782159254.xml · nonDerivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,852 F1 · shares: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service. F2 · balance_after: Includes 16,852 DSUs. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:05 UTC | OMNICELL, INC. OMCL · Entity 4666 | GrantCommon Stock | 4,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001452605-26-000002 · form4-06032026_040604.xml · nonDerivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,589 F1 · shares: Grant of restricted shares, under the Issuer's equity incentive plan, in consideration of services as a Board Member pursuant to the Issuer's Board of Directors Compensation Plan. Shares shall vest in full on the one-year anniversary of the grant date. Read SEC document |
| May 29, 2026 Filed Jun 1, 2026 20:19 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 507 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000749251-26-000185 · form4.xml · derivative · entry 3 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 507 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_date: One hundred percent (100%) of the RSUs vested on May 29, 2026. F2 · derivative.expiration_date: One hundred percent (100%) of the RSUs vested on May 29, 2026. Read SEC document |
| May 29, 2026 Filed Jun 1, 2026 20:19 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0000749251-26-000185 · form4.xml · nonDerivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507 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 28, 2026 Filed Jun 1, 2026 20:19 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 1,489 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000749251-26-000185 · form4.xml · derivative · entry 2 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,489 Underlying: Common Stock · 1,489 shares Expires not disclosed F1 · derivative.exercise_date: One hundred percent (100%) of the RSUs shall vest on May 28, 2027, subject to the Grantee's continued service as a director through such date. F1 · derivative.expiration_date: One hundred percent (100%) of the RSUs shall vest on May 28, 2027, subject to the Grantee's continued service as a director through such date. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:43 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 117 | $154.79 Strike: $0.00 | $18,110.43 |
DisclosureSEC source: 0000749251-26-000152 · form4.xml · derivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117 Underlying: Common Stock · 117 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:25 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 507 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000749251-26-000115 · form4.xml · derivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507 Underlying: Common Stock · 507 shares Expires not disclosed F1 · derivative.exercise_date: One hundred percent (100%) of the RSUs shall vest on May 29, 2026, subject to Grantee's continued service as a director through such date. F1 · derivative.expiration_date: One hundred percent (100%) of the RSUs shall vest on May 29, 2026, subject to Grantee's continued service as a director through such date. Read SEC document |
| June 03, 2025 Filed Jun 4, 2025 20:26 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | GrantCommon Stock | 5,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029340 · wk-form4_1749068779.xml · nonDerivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,299 F1 · shares: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service or, if later, upon the first anniversary of the director's commencement of service. F2 · balance_after: Includes 10,299 DSUs. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:11 UTC | OMNICELL, INC. OMCL · Entity 4666 | GrantCommon Stock | 6,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015379 · form4-06032025_080615.xml · nonDerivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,986 F1 · shares: Grant of restricted shares, under the Issuer's equity incentive plan, in consideration of services as a Board Member pursuant to the Issuer's Board of Directors Compensation Plan. Shares shall vest in full on the one-year anniversary of the grant date. Read SEC document |
| August 24, 2024 Filed Jan 23, 2025 22:59 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | GrantCommon Stock | 5,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-001829 · form4.xml · nonDerivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,292 F1 · shares: Reflects deferred stock units ("DSUs") granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service or, if later, upon the first anniversary of the director's commencement of service. Read SEC document |
| May 21, 2024 Filed May 23, 2024 20:32 UTC | OMNICELL, INC. OMCL · Entity 4666 | GrantCommon Stock | 5,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014273 · form4-05232024_080509.xml · nonDerivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,500 F1 · shares: Grant of restricted shares, under the Issuer's equity incentive plan, in consideration of services as a Board member, pursuant to the Issuer's Board of Directors Compensation Plan. Shares shall vest in full on the date of the Issuer's 2025 Annual Meeting of Stockholders. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 21:10 UTC | Azenta, Inc. AZTA · Entity 4724 | GrantCommon | 2,465 | $65.93 | $162,517.45 |
DisclosureSEC source: 0000950170-24-014565 · ownership.xml · nonDerivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,465 F1 · shares: Grant of unrestricted shares under the company's 2020 Equity Incentive Plan. No amount was paid upon grant of the shares. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:14 UTC | OMNICELL, INC. OMCL · Entity 4666 | GrantCommon Stock | 2,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008803 · form4-05252023_080504.xml · nonDerivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,698 F1 · shares: Grant of restricted shares, under the Issuer's equity incentive plan, in consideration of services as a Board member, pursuant to the Issuer's Board of Directors Compensation Plan. Shares shall vest in full on the date of the Issuer's 2024 Annual Meeting of Stockholders. Read SEC document |
| May 24, 2022 Filed May 26, 2022 20:28 UTC | OMNICELL, INC. OMCL · Entity 4666 | GrantCommon Stock | 1,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005692 · form4-05262022_010550.xml · nonDerivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,139 F1 · shares: Grant of restricted shares, under the Issuer's equity incentive plan, in consideration of services as a Board member, pursuant to the Issuer's Board of Directors Compensation Plan. Shares shall vest in full on the date of the Issuer's 2023 Annual Meeting of Stockholders. Read SEC document |
| August 03, 2021 Filed Aug 3, 2021 20:20 UTC | OMNICELL, INC. OMCL · Entity 4666 | GrantCommon Stock | 500 | $148.75 | $74,375.00 |
DisclosureSEC source: 0001179110-21-007836 · edgar.xml · nonDerivative · entry 2 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,606 F1 · price: Purchased in open market 500 shares of OMCL at $148.75 Read SEC document |
| July 27, 2021 Filed Jul 29, 2021 23:06 UTC | OMNICELL, INC. OMCL · Entity 4666 | GrantCommon Stock | 1,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007750 · edgar.xml · nonDerivative · entry 1 Bousa Edward Peter · CIK 0001452605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,106 F1 · shares: Grant of restricted shares in consideration of services as a Board Member. Shares shall vest in full on the date of the Company's 2022 Annual Meeting of Stockholders. 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.