Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Director | September 30, 2026 | October 02, 2026 |
| AVIENT CORPAVNT · Entity 4061 | Director | September 30, 2026 | October 02, 2026 |
| Trinseo PLCTSE · Entity 8671 | Director | May 12, 2026 | May 14, 2026 |
| WESCO INTERNATIONAL INCWCC · Entity 3330 | Director | February 16, 2019 | February 19, 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 ELECTRIC POWER CO INC
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 20,326 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 0 · Balance 20,326 F1: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3: Was AEP Stock Price at the time of the transaction. F2: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. |
Filing footnotes · ownership attribution and instrument terms
F1: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock.
F2: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time.
F3: Was AEP Stock Price at the time of the transaction.
AVIENT CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,130.723 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 958 · Balance 13,130.723 |
| Common StockSEC Table I · non-derivative | IndirectDeferred Comp Plan | 47,752.197 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 47,752.197 F1: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors.
Trinseo PLC
Report date May 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 44,776 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Other · Disposed 42,484 · Balance 44,776 F1: Reflects a voluntary forfeiture by the Reporting Person of restricted stock units ("RSUs") that were previously granted on June 25, 2025. At the time of forfeiture, the RSU award was not vested or settled, in full or in part. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a voluntary forfeiture by the Reporting Person of restricted stock units ("RSUs") that were previously granted on June 25, 2025. At the time of forfeiture, the RSU award was not vested or settled, in full or in part.
WESCO INTERNATIONAL INC
Report date February 16, 2019 · Filed February 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,312 |
Ending reported balance
After 2019-02-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-16 · Exercise / conversion · Acquired 2,710 · Balance 15,329 F1: Reflects settlement of restricted stock units, the grant of which was previously reported on a Form 4, following the vesting of the restricted stock units. Row 2 · 2019-02-16 · Tax withholding · Disposed 17 · Balance 15,312 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-02-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-16 · Exercise / conversion · Disposed 2,710 · Balance 0 F2: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F3: The Restricted Stock Units vested in full on February 16, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects settlement of restricted stock units, the grant of which was previously reported on a Form 4, following the vesting of the restricted stock units.
F2: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock.
F3: The Restricted Stock Units vested in full on February 16, 2019.
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 |
|---|---|---|---|---|---|---|
| December 31, 2017 Filed Jan 2, 2018 21:50 UTC | AVIENT CORP POL · Entity 4061 | GrantCommon Stock | 656 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000154 · form4.xml · nonDerivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 17,705 F1 · balance_after: Includes 53 shares acquired on October 5, 2017 pursuant to a dividend reinvestment feature of the PolyOne Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2017 Filed Oct 2, 2017 19:31 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 560.578 | $70.24 Strike: $0.00 | $39,375.00 |
DisclosureSEC source: 0001398889-17-000141 · edgar.xml · derivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560.578 Underlying: Common Stock · 560.578 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| September 30, 2017 Filed Oct 2, 2017 20:19 UTC | AVIENT CORP POL · Entity 4061 | GrantCommon Stock | 714 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028640 · form4.xml · nonDerivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 16,996 F1 · balance_after: Includes 54 shares acquired on July 7, 2017 pursuant to a dividend reinvestment feature of the PolyOne Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 14:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 566.791 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-17-000120 · edgar.xml · derivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,896.09 Underlying: Common Stock · 566.791 shares Expires not disclosed F1 · security: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors. F2 · derivative.exercise_price: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · price: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · derivative.exercise_date: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · derivative.expiration_date: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 20:22 UTC | AVIENT CORP POL · Entity 4061 | GrantCommon Stock | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-022963 · form4.xml · nonDerivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 16,228 F1 · balance_after: Includes 58 shares acquired on April 6, 2017 pursuant to a dividend reinvestment feature of the PolyOne Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 20:38 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 586.548 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-17-000063 · edgar.xml · derivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,212.608 Underlying: Common Stock · 586.548 shares Expires not disclosed F1 · security: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors. F2 · derivative.exercise_price: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · price: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · derivative.exercise_date: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · derivative.expiration_date: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:15 UTC | AVIENT CORP POL · Entity 4061 | GrantCommon Stock | 842 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013888 · form4.xml · nonDerivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 15,430 F1 · balance_after: Includes 55 shares acquired on January 6, 2017 pursuant to a dividend reinvestment feature of the PolyOne Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 21:04 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionRestricted Stock Units · Derivative | 1,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013167 · doc4.xml · derivative · entry 2 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,172 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_price: Each restricted stock unit represents a right to receive one share of common stock. F3 · derivative.exercise_date: The restricted stock units vested in full on February 18, 2017. F3 · derivative.expiration_date: The restricted stock units vested in full on February 18, 2017. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 21:04 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionCommon Stock | 1,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013167 · doc4.xml · nonDerivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,133 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. F1 · kind: Reflects settlement of restricted stock units, the grant of which was previously reported on a Form 4, following the vesting of the restricted stock units. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:23 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 1,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012675 · doc4.xml · derivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,689 Underlying: Common Stock · 1,689 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in three years from the date of the grant. F2 · derivative.expiration_date: The Restricted Stock Units vest in three years from the date of the grant. Read SEC document |
| February 10, 2017 Filed Feb 10, 2017 21:07 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | SaleWESCO International, Inc. Common Stock | 1,731 | $70.49 | $122,018.71 |
DisclosureSEC source: 0001209191-17-009524 · doc4.xml · nonDerivative · entry 3 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,961 F1 · price: This represents the weighted average price paid for the shares. The shares were sold at prices ranging from $70.45 to $70.50. Ms. Beach Lin will provide, upon request of the SEC staff, WESCO International, Inc., or a shareholder of WESCO International, Inc., complete information regarding the number of shares purchased at each price within the range. Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 21:07 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionStock Appreciaion Right · Derivative | 4,000 | $0.00 Strike: $40.04 | $0.00 |
DisclosureSEC source: 0001209191-17-009524 · doc4.xml · derivative · entry 4 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 4,000 shares Expires 2018-07-01 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: The Stock Appreciation Right became exercisable in three (3) equal, annual installments beginning on July 1, 2009. Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 21:07 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Disposition to issuerWESCO International, Inc. Common Stock | 2,269 | $70.60 | $160,191.40 |
DisclosureSEC source: 0001209191-17-009524 · doc4.xml · nonDerivative · entry 2 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,692 Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 21:07 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionWESCO International, Inc. Common Stock | 4,000 | $40.04 | $160,160.00 |
DisclosureSEC source: 0001209191-17-009524 · doc4.xml · nonDerivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,961 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 |
| December 31, 2016 Filed Jan 3, 2017 21:33 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 625.397 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-17-000012 · edgar.xml · derivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,504.233 Underlying: Common Stock · 625.397 shares Expires not disclosed F1 · security: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors. F2 · derivative.exercise_price: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · price: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · derivative.exercise_date: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · derivative.expiration_date: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 21:56 UTC | AVIENT CORP POL · Entity 4061 | GrantCommon Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000251 · form4.xml · nonDerivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 14,533 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 18:38 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 613.222 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-16-000315 · edgar.xml · derivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,755.443 Underlying: Common Stock · 613.222 shares Expires not disclosed F1 · security: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors. F2 · derivative.exercise_price: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · price: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · derivative.exercise_date: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · derivative.expiration_date: Stock Units are paid to the director in cash upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:32 UTC | AVIENT CORP POL · Entity 4061 | GrantCommon Stock | 814 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063717 · form4.xml · nonDerivative · entry 1 LIN SANDRA BEACH · CIK 0001220571 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 13,598 F1 · balance_after: Includes 39 shares acquired on July 8, 2016 pursuant to a dividend reinvestment feature of the PolyOne Corporation Deferred Compensation Plan for Non-Employee Directors. 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.