Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST CITIZENS BANCSHARES INC /DE/FCNCA · Entity 3195 | Director | February 22, 2023 | February 23, 2023 |
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.
FIRST CITIZENS BANCSHARES INC /DE/
Report date February 22, 2023 · Filed February 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20 |
Reported balance
After 2023-02-22 transaction · row 1
1 source rowRow 1 · 2023-02-22 · Purchase · Acquired 20 · Balance 20 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JANUS CAPITAL GROUP INC
Report date May 30, 2017 · Filed June 01, 2017
Section 16 reporting ended · disclosed 2017-06-01. 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 2017-05-30 transaction · row 1
1 source rowRow 1 · 2017-05-30 · Disposition to issuer · Disposed 27,396 · Balance 0 F1: On May 30, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of October 3, 2016 (the "Merger Agreement"), by and among Henderson Group plc ("Henderson"), a company incorporated in Jersey, Horizon Orbit Corp., a Delaware corporation and direct wholly-owned subsidiary of Henderson ("Merger Sub"), and Janus Capital Group Inc., a Delaware corporation ("JCG"), JCG and Henderson (which has been renamed as Janus Henderson Group plc ("Janus Henderson")) completed the merger-of-equals whereby the Merger Sub merged with and into JCG, with JCG surviving the merger as a direct wholly-owned subsidiary of Janus Henderson (the "Merger"). F2: Pursuant to the Merger Agreement, each share of JCG common stock, par value $0.01 per share ("Common Stock"), issued and outstanding immediately prior to the completion of the Merger was automatically converted into the right to receive 0.47190 of a fully paid up Janus Henderson ordinary share, par value Pound 0.125 per share ("Ordinary Shares"), together with cash in lieu of any fractional Ordinary Share. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 30, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of October 3, 2016 (the "Merger Agreement"), by and among Henderson Group plc ("Henderson"), a company incorporated in Jersey, Horizon Orbit Corp., a Delaware corporation and direct wholly-owned subsidiary of Henderson ("Merger Sub"), and Janus Capital Group Inc., a Delaware corporation ("JCG"), JCG and Henderson (which has been renamed as Janus Henderson Group plc ("Janus Henderson")) completed the merger-of-equals whereby the Merger Sub merged with and into JCG, with JCG surviving the merger as a direct wholly-owned subsidiary of Janus Henderson (the "Merger").
F2: Pursuant to the Merger Agreement, each share of JCG common stock, par value $0.01 per share ("Common Stock"), issued and outstanding immediately prior to the completion of the Merger was automatically converted into the right to receive 0.47190 of a fully paid up Janus Henderson ordinary share, par value Pound 0.125 per share ("Ordinary Shares"), together with cash in lieu of any fractional Ordinary Share.
Janus Henderson Group Ltd.
Report date June 30, 2026 · Filed July 03, 2026
Section 16 reporting ended · disclosed 2026-07-03. 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 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Disposition to issuer · Disposed 23,833 · Balance 0 F1: On June 30, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of December 21, 2025 (as amended, including by Amendment No. 1 dated March 24, 2026, and a side letter dated June 16, 2026, the "Merger Agreement"), among the Issuer, Jupiter Company Limited ("Parent"), and Jupiter Merger Sub Limited ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent and changing its name to "Janus Henderson Group Ltd." At the effective time of the Merger (the "Effective Time"), each ordinary share of the Issuer (except for ordinary shares held by Parent and as otherwise provided in the Merger Agreement) was converted into the right to receive $52.00 per share in cash, without interest (the "Merger Consideration"). F2: Includes 3,288 outstanding restricted stock units ("RSUs") held by the Reporting Person that were cancelled as of immediately prior to the Effective Time and were exchanged for the right to receive a lump sum cash payment equal to (a)(1) the Merger Consideration, multiplied by (2) the number of shares of the Issuer's common stock subject to such RSUs immediately prior to the Effective Time, plus (b) the amount of any accrued but unpaid dividend equivalent rights. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 30, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of December 21, 2025 (as amended, including by Amendment No. 1 dated March 24, 2026, and a side letter dated June 16, 2026, the "Merger Agreement"), among the Issuer, Jupiter Company Limited ("Parent"), and Jupiter Merger Sub Limited ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent and changing its name to "Janus Henderson Group Ltd." At the effective time of the Merger (the "Effective Time"), each ordinary share of the Issuer (except for ordinary shares held by Parent and as otherwise provided in the Merger Agreement) was converted into the right to receive $52.00 per share in cash, without interest (the "Merger Consideration").
F2: Includes 3,288 outstanding restricted stock units ("RSUs") held by the Reporting Person that were cancelled as of immediately prior to the Effective Time and were exchanged for the right to receive a lump sum cash payment equal to (a)(1) the Merger Consideration, multiplied by (2) the number of shares of the Issuer's common stock subject to such RSUs immediately prior to the Effective Time, plus (b) the amount of any accrued but unpaid dividend equivalent rights.
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 |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 3, 2026 00:06 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | Disposition to issuerCommon Stock | 23,833 | $52.00 | $1,239,316.00 |
DisclosureSEC source: 0001437749-26-022651 · rdgdoc.xml · nonDerivative · entry 1 FLOOD EUGENE JR · CIK 0001598139 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: On June 30, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of December 21, 2025 (as amended, including by Amendment No. 1 dated March 24, 2026, and a side letter dated June 16, 2026, the "Merger Agreement"), among the Issuer, Jupiter Company Limited ("Parent"), and Jupiter Merger Sub Limited ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent and changing its name to "Janus Henderson Group Ltd." At the effective time of the Merger (the "Effective Time"), each ordinary share of the Issuer (except for ordinary shares held by Parent and as otherwise provided in the Merger Agreement) was converted into the right to receive $52.00 per share in cash, without interest (the "Merger Consideration"). F2 · shares: Includes 3,288 outstanding restricted stock units ("RSUs") held by the Reporting Person that were cancelled as of immediately prior to the Effective Time and were exchanged for the right to receive a lump sum cash payment equal to (a)(1) the Merger Consideration, multiplied by (2) the number of shares of the Issuer's common stock subject to such RSUs immediately prior to the Effective Time, plus (b) the amount of any accrued but unpaid dividend equivalent rights. Read SEC document |
| May 12, 2026 Filed May 14, 2026 00:34 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | Tax withholdingCommon Stock | 416 | $51.61 | $21,469.76 |
DisclosureSEC source: 0001437749-26-016839 · rdgdoc.xml · nonDerivative · entry 2 FLOOD EUGENE JR · CIK 0001598139 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,833 F2 · shares: Represents the number of shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units granted on May 2, 2025. Read SEC document |
| May 11, 2026 Filed May 14, 2026 00:34 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | GrantCommon Stock | 3,288 | $51.71 | $170,022.48 |
DisclosureSEC source: 0001437749-26-016839 · rdgdoc.xml · nonDerivative · entry 1 FLOOD EUGENE JR · CIK 0001598139 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,249 F1 · shares: Represents a grant of restricted stock units which vests one year after the date of grant. Read SEC document |
| May 16, 2025 Filed May 20, 2025 21:19 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | Tax withholdingCommon Stock | 428 | $35.48 | $15,185.44 |
DisclosureSEC source: 0001437749-25-017862 · rdgdoc.xml · nonDerivative · entry 1 FLOOD EUGENE JR · CIK 0001598139 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,961 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 02, 2025 Filed May 14, 2025 21:33 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | GrantCommon Stock | 4,238 | $35.40 | $150,025.20 |
DisclosureSEC source: 0001437749-25-016930 · rdgdoc.xml · nonDerivative · entry 1 FLOOD EUGENE JR · CIK 0001598139 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,389 F1 · shares: Represents a grant of restricted stock units which vest one year after the date of grant. Read SEC document |
| May 03, 2024 Filed May 6, 2024 17:44 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | GrantCommon Stock | 4,579 | $32.76 | $150,008.04 |
DisclosureSEC source: 0001437749-24-014776 · rdgdoc.xml · nonDerivative · entry 1 FLOOD EUGENE JR · CIK 0001598139 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,151 F1 · shares: Represents a grant of restricted stock units which vests one year after the date of grant. Read SEC document |
| May 24, 2023 Filed May 26, 2023 18:46 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | GrantCommon Stock | 4,610 | $25.63 | $118,154.30 |
DisclosureSEC source: 0001209191-23-032473 · doc4.xml · nonDerivative · entry 1 FLOOD EUGENE JR · CIK 0001598139 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,572 Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 17:15 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass A Common Stock | 20 | $729.18 | $14,583.60 |
DisclosureSEC source: 0001209191-23-012084 · doc4.xml · nonDerivative · entry 1 FLOOD EUGENE JR · CIK 0001598139 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20 Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 16:49 UTC | JANUS CAPITAL GROUP INC JNS · Entity 175616 | Disposition to issuerCommon Stock | 27,396 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-036942 · a4.xml · nonDerivative · entry 1 FLOOD EUGENE JR · CIK 0001598139 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · date: On May 30, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of October 3, 2016 (the "Merger Agreement"), by and among Henderson Group plc ("Henderson"), a company incorporated in Jersey, Horizon Orbit Corp., a Delaware corporation and direct wholly-owned subsidiary of Henderson ("Merger Sub"), and Janus Capital Group Inc., a Delaware corporation ("JCG"), JCG and Henderson (which has been renamed as Janus Henderson Group plc ("Janus Henderson")) completed the merger-of-equals whereby the Merger Sub merged with and into JCG, with JCG surviving the merger as a direct wholly-owned subsidiary of Janus Henderson (the "Merger"). F2 · price: Pursuant to the Merger Agreement, each share of JCG common stock, par value $0.01 per share ("Common Stock"), issued and outstanding immediately prior to the completion of the Merger was automatically converted into the right to receive 0.47190 of a fully paid up Janus Henderson ordinary share, par value Pound 0.125 per share ("Ordinary Shares"), together with cash in lieu of any fractional Ordinary Share. 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.