Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVIS BUDGET GROUP, INC.CAR · Entity 3919 | Director | February 21, 2020 | February 25, 2020 |
| OMNICOM GROUP INC.OMC · Entity 3205 | Director | October 01, 2026 | October 05, 2026 |
| Saba Capital Income & Opportunities Fund IIGIM · Entity 6234 | Trustee | October 19, 2016 | October 26, 2016 |
| TEMPLETON DRAGON FUND INCTDF · Entity 6058 | Director | October 19, 2016 | October 26, 2016 |
| TEMPLETON EMERGING MARKETS FUNDEMF · Entity 5814 | Trustee | October 19, 2016 | October 26, 2016 |
| TEMPLETON EMERGING MARKETS INCOME FUNDTEI · Entity 5901 | Trustee | October 19, 2016 | October 26, 2016 |
| WHITE MOUNTAINS INSURANCE GROUP LTDWTM · Entity 3904 | Director | May 21, 2026 | May 22, 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.
AVIS BUDGET GROUP, INC.
Report date February 21, 2020 · Filed February 25, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld by NQ Deferred Compensation Plan | 75,177 |
Reported balance
After 2020-02-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-02-21 · Grant · Acquired 2,490 · Balance 75,177 F1: Represents restricted stock units awarded as part of the Company's non-employee director compensation program. Units automatically convert to Common Stock upon vesting on a one-to-one basis. Award will fully vest on the one-year anniversary of the date of grant or will vest on a prorated basis if Board service ends prior to such one-year anniversary. Upon vesting award will be deferred under the Non-Employee Directors Deferred Compensation Plan and will be payable in accordance with the deferral election made in accordance with the terms of the plan. |
| Common StockSEC Table I · non-derivative | Direct | 9,100 |
Reported balance
Holding disclosure · report date 2020-02-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,100 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units awarded as part of the Company's non-employee director compensation program. Units automatically convert to Common Stock upon vesting on a one-to-one basis. Award will fully vest on the one-year anniversary of the date of grant or will vest on a prorated basis if Board service ends prior to such one-year anniversary. Upon vesting award will be deferred under the Non-Employee Directors Deferred Compensation Plan and will be payable in accordance with the deferral election made in accordance with the terms of the plan.
OMNICOM GROUP INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.15 per shareSEC Table I · non-derivative | Direct | 49,092.82 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 696.05 · Balance 49,092.82 F1: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2026 Incentive Award Plan. F2: Includes dividends on deferred shares that are reinvested in company stock, credited on July 9, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2026 Incentive Award Plan.
F2: Includes dividends on deferred shares that are reinvested in company stock, credited on July 9, 2026.
Saba Capital Income & Opportunities Fund II
Report date October 19, 2016 · Filed October 26, 2016
This filing explicitly reported no securities owned.
TEMPLETON DRAGON FUND INC
Report date October 19, 2016 · Filed October 26, 2016
This filing explicitly reported no securities owned.
TEMPLETON EMERGING MARKETS FUND
Report date October 19, 2016 · Filed October 26, 2016
This filing explicitly reported no securities owned.
TEMPLETON EMERGING MARKETS INCOME FUND
Report date October 19, 2016 · Filed October 26, 2016
This filing explicitly reported no securities owned.
WHITE MOUNTAINS INSURANCE GROUP LTD
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 1,993 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 135 · Balance 1,993 F1: Annual Director Share Award |
Filing footnotes · ownership attribution and instrument terms
F1: Annual Director Share Award
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 |
|---|---|---|---|---|---|---|
| January 01, 2018 Filed Jan 3, 2018 21:37 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 497.73 | $0.00 | $0.00 |
DisclosureSEC source: 0000891092-18-000049 · e77084_lot2.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,469.7 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2013 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on October 12, 2017. Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 21:41 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | GrantCommon Stock | 805 | $35.33 | $28,440.65 |
DisclosureSEC source: 0000723612-17-000157 · wf-form4_151060925511438.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by NQ Deferred Compensation Plan Disclosed balance after: 66,071 F1 · price: Award represents the portion of non-employee director retainer fees through December 31, 2017 paid in deferred common stock of the Company. All shares are deferred into the Non-Employee Directors Deferred Compensation Plan and converted into deferred stock units thereunder. Payable upon termination of service as director in accordance with the plan. Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 20:35 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 489.4 | $0.00 | $0.00 |
DisclosureSEC source: 0000891092-17-007127 · e75928_4-lot2.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,843.61 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2013 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on July 12, 2017. Read SEC document |
| August 24, 2017 Filed Aug 28, 2017 22:02 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares | 188 | $864.18 | $162,465.84 |
DisclosureSEC source: 0001668244-17-000033 · edgar.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188 F1 · shares: Pro-rated annual WTM Director Share Award Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 20:27 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | GrantCommon Stock | 879 | $32.34 | $28,426.86 |
DisclosureSEC source: 0000723612-17-000114 · wf-form4_150248321307685.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by NQ Deferred Compensation Plan Disclosed balance after: 65,266 F1 · price: Award represents the portion of non-employee director retainer fees through September 30, 2017 paid in deferred common stock of the Company. All shares are deferred into the Non-Employee Directors Deferred Compensation Plan and converted into deferred stock units thereunder. Payable upon termination of service as director in accordance with the plan. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 22:09 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 437.27 | $0.00 | $0.00 |
DisclosureSEC source: 0000891092-17-004924 · e74799_4.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,239.27 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2013 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on April 7, 2017. Read SEC document |
| May 05, 2017 Filed May 9, 2017 20:37 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | GrantCommon Stock | 960 | $29.62 | $28,435.20 |
DisclosureSEC source: 0000723612-17-000082 · wf-form4_149436224699648.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by NQ Deferred Compensation Plan Disclosed balance after: 64,387 F1 · price: Award represents the portion of non-employee director retainer fees through June 30, 2017 paid in deferred common stock of the Company. All shares are deferred into the Non-Employee Directors Deferred Compensation Plan and converted into deferred stock units thereunder. Payable upon termination of service as director in accordance with the plan. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 20:46 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 420.48 | $0.00 | $0.00 |
DisclosureSEC source: 0000891092-17-002962 · e73735_4.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,697.56 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2013 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on January 9, 2017. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 21:30 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | GrantCommon Stock | 843 | $33.76 | $28,459.68 |
DisclosureSEC source: 0000723612-17-000036 · wf-form4_148779900564870.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by NQ Deferred Compensation Plan Disclosed balance after: 63,427 F1 · price: Award represents the portion of non-employee director retainer fees through March 31, 2017 paid in deferred common stock of the Company. All shares are deferred into the Non-Employee Directors Deferred Compensation Plan and converted into deferred stock units thereunder. Payable upon termination of service as director in accordance with the plan. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 21:58 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 425.92 | $0.00 | $0.00 |
DisclosureSEC source: 0000891092-17-000088 · e72450_4.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,175.64 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2013 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on October 10, 2016. Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 21:36 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | GrantCommon Stock | 753 | $37.73 | $28,410.69 |
DisclosureSEC source: 0000723612-16-000355 · wf-form4_147864098721699.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by NQ Deferred Compensation Plan Disclosed balance after: 62,584 F1 · price: Award represents the portion of quarterly non-employee director retainer fees paid in deferred common stock of the Company. All shares are deferred into the Non-Employee Directors Deferral Compensation Plan and converted into deferred stock units thereafter. Payable upon termination of service as a director in accordance with the Plan. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 20:46 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 220.59 | $0.00 | $0.00 |
DisclosureSEC source: 0000891092-16-017832 · e71316_4.xml · nonDerivative · entry 2 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,649.51 F2 · shares: The reporting person elected to defer receipt of these shares, which represent a quarterly payment of her annual retainer, under the terms of the Omnicom Group Inc. 2013 Incentive Award Plan. F3 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on July 11, 2016. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 20:46 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 367.65 | $0.00 | $0.00 |
DisclosureSEC source: 0000891092-16-017832 · e71316_4.xml · nonDerivative · entry 1 CHOKSI MARY C · CIK 0001205706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,428.92 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2013 Incentive Award Plan. F3 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on July 11, 2016. 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.