Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cannae Holdings, Inc.CNNE · Entity 5258 | Director | November 12, 2025 | November 14, 2025 |
| Zeta Global Holdings Corp.ZETA · Entity 3649 | Director | July 01, 2026 | July 02, 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.
Cannae Holdings, Inc.
Report date November 12, 2025 · Filed November 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,785 |
Reported balance
After 2025-11-12 transaction · row 1
1 source rowRow 1 · 2025-11-12 · Grant · Acquired 7,818 · Balance 11,785 F1: Grant of restricted stock vesting in three equal annual installments beginning November 12, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock vesting in three equal annual installments beginning November 12, 2026.
Zeta Global Holdings Corp.
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 83,267 |
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 7,197 · Balance 83,267 F1: Represents an award of restricted stock which vests in four equal installments on July 1, 2027, October 1, 2027, January 1, 2028 and April 1, 2028. F2: Includes 5,230 shares of Class A Common Stock acquired in a distribution in-kind received by the Reporting Person for no consideration subsequent to the Reporting Person's most recent Section 16 filing, which was exempt under Rule 16a-9. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock which vests in four equal installments on July 1, 2027, October 1, 2027, January 1, 2028 and April 1, 2028.
F2: Includes 5,230 shares of Class A Common Stock acquired in a distribution in-kind received by the Reporting Person for no consideration subsequent to the Reporting Person's most recent Section 16 filing, which was exempt under Rule 16a-9.
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 2, 2026 20:35 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantClass A Common Stock | 7,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001851003-26-000029 · form4.xml · nonDerivative · entry 1 Royan William T. · CIK 0001860941 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,267 F1 · shares: Represents an award of restricted stock which vests in four equal installments on July 1, 2027, October 1, 2027, January 1, 2028 and April 1, 2028. F2 · balance_after: Includes 5,230 shares of Class A Common Stock acquired in a distribution in-kind received by the Reporting Person for no consideration subsequent to the Reporting Person's most recent Section 16 filing, which was exempt under Rule 16a-9. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:51 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | GrantCommon Stock | 7,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001704720-25-000200 · form4.xml · nonDerivative · entry 1 Royan William T. · CIK 0001860941 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,785 F1 · shares: Grant of restricted stock vesting in three equal annual installments beginning November 12, 2026. Read SEC document |
| July 01, 2025 Filed Jul 7, 2025 10:00 UTC | Zeta Global Holdings Corp. NYSE: ZETA · Entity 3649 | GrantClass A Common Stock | 9,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-065912 · tm2519750-1_4seq1.xml · nonDerivative · entry 1 Royan William T. · CIK 0001860941 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,840 F1 · shares: The reported securities were issued to Mr. William T. Royan pursuant to the issuer's non -employee director compensation program, which provides for an annual grant of restricted stock as compensation for service on the board of directors. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 20:24 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | GrantCommon Stock | 3,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-016475 · form4.xml · nonDerivative · entry 1 Royan William T. · CIK 0001860941 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,967 F1 · shares: Grant of restricted stock vesting in three equal annual installments beginning June 2, 2026. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:01 UTC | Zeta Global Holdings Corp. NYSE: ZETA · Entity 3649 | GrantClass A Common Stock | 8,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-077759 · tm2418741-1_4seq1.xml · nonDerivative · entry 1 Royan William T. · CIK 0001860941 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,933 F1 · shares: The reported securities were issued to Mr. William T. Royan pursuant to the issuer's non-employee director compensation program, which provides for an annual grant of restricted stock as compensation for service on the board of directors. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:06 UTC | Zeta Global Holdings Corp. NYSE: ZETA · Entity 3649 | GrantClass A Common Stock | 17,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-078083 · tm2320177-1_4seq1.xml · nonDerivative · entry 1 GPI Capital Gemini HoldCo LP · CIK 0001860862 · Director · 10% owner Royan William T. · CIK 0001860941 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,289,746 Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 22:21 UTC | Zeta Global Holdings Corp. NYSE: ZETA · Entity 3649 | GrantClass A Common Stock | 35,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-077456 · tm2220332-1_4seq1.xml · nonDerivative · entry 1 GPI Capital Gemini HoldCo LP · CIK 0001860862 · Director · 10% owner Royan William T. · CIK 0001860941 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,272,182 Read SEC document |
| February 28, 2022 Filed Mar 3, 2022 02:00 UTC | Zeta Global Holdings Corp. NYSE: ZETA · Entity 3649 | SaleClass A Common Stock | 4,000,000 | $11.40 | $45,600,000.00 |
DisclosureSEC source: 0001104659-22-029530 · tm228114-1_4seq1.xml · nonDerivative · entry 1 GPI Capital Gemini HoldCo LP · CIK 0001860862 · 10% owner Royan William T. · CIK 0001860941 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,237,054 Read SEC document |
| June 14, 2021 Filed Jun 14, 2021 21:58 UTC | Zeta Global Holdings Corp. NYSE: ZETA · Entity 3649 | SaleClass A Common Stock | 4,060,524 | $10.00 | $40,605,240.00 |
DisclosureSEC source: 0001104659-21-080882 · tm2119212-2_4seq1.xml · nonDerivative · entry 1 GPI Capital Gemini HoldCo LP · CIK 0001860862 · Director · 10% owner Royan William T. · CIK 0001860941 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,237,054 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.