Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCED ENERGY INDUSTRIES INCAEIS · Entity 3497 | Director | May 07, 2026 | May 08, 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.
ADVANCED ENERGY INDUSTRIES INC
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 587 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 587 · Balance 587 F1: Represents an annual grant of restricted stock units to the reporting person on May 7, 2026 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date. F2: Restricted stock units are not exercisable and do not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual grant of restricted stock units to the reporting person on May 7, 2026 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.
F2: Restricted stock units are not exercisable and do not have an expiration date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CIRCOR INTERNATIONAL INC
Report date October 18, 2023 · Filed October 18, 2023
Section 16 reporting ended · disclosed 2023-10-18. 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 |
Ending reported balance
After 2023-10-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-10-18 · Exercise / conversion · Acquired 3,780 · Balance 25,016 Row 2 · 2023-10-18 · Disposition to issuer · Disposed 25,016 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated June 5, 2023 (as amended on June 26, 2023 by Amendment No. 1 to Agreement and Plan of Merger, as further amended on June 29, 2023 by Amendment No. 2 to Agreement and Plan of Merger, the "Merger Agreement"), by and among CIROCR International, Inc. ("CIRCOR"), Cube BidCo, Inc., a Delaware corporation ("Parent"), and Cube Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, pursuant to which Cube Merger Sub, Inc. merged with and into CIRCOR, with CIRCOR remaining as the surviving corporation, at the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.01 per share, of CIRCOR ("Company Common Stock"), immediately prior to the Effective Time was converted into the right to receive an amount in cash equal to $56.00, without interest (the "Merger Consideration"), and as of the Effective Time, (continued in Footnote 2) F2: all such shares of Company Common Stock are no longer outstanding and were automatically cancelled and cease to exist. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2033-03-17 | Direct | 0 |
Reported balance
After 2023-10-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-10-18 · Exercise / conversion · Disposed 3,780 · Balance 0 F3: The Restricted Stock Units ("RSUs") were granted to the Reporting Person by CIRCOR as part of equity incentive grants made by CIRCOR on March 17, 2023. Pursuant to the Merger Agreement, as of the Effective Time, each unvested RSU vested in full. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated June 5, 2023 (as amended on June 26, 2023 by Amendment No. 1 to Agreement and Plan of Merger, as further amended on June 29, 2023 by Amendment No. 2 to Agreement and Plan of Merger, the "Merger Agreement"), by and among CIROCR International, Inc. ("CIRCOR"), Cube BidCo, Inc., a Delaware corporation ("Parent"), and Cube Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, pursuant to which Cube Merger Sub, Inc. merged with and into CIRCOR, with CIRCOR remaining as the surviving corporation, at the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.01 per share, of CIRCOR ("Company Common Stock"), immediately prior to the Effective Time was converted into the right to receive an amount in cash equal to $56.00, without interest (the "Merger Consideration"), and as of the Effective Time, (continued in Footnote 2)
F2: all such shares of Company Common Stock are no longer outstanding and were automatically cancelled and cease to exist.
F3: The Restricted Stock Units ("RSUs") were granted to the Reporting Person by CIRCOR as part of equity incentive grants made by CIRCOR on March 17, 2023. Pursuant to the Merger Agreement, as of the Effective Time, each unvested RSU vested in full.
QXO Insulation, LLC
Report date July 01, 2026 · Filed July 01, 2026
Section 16 reporting ended · disclosed 2026-07-01. 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 |
Ending reported balance
After 2026-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-01 · Disposition to issuer · Disposed 3,780 · Balance 343 F1: Pursuant to the Agreement and Plan of Merger, dated as of April 18, 2026 (the "Merger Agreement), QXO, Inc. ("QXO") acquired TopBuild Corp. ("TopBuild") in a merger transaction (the "Merger") which became effective on July 1, 2026. At the effective time of the Merger (the "Effective Time"), each share (other than certain excluded shares, cancelled shares and dissenting shares) of TopBuild common stock was converted into the right to receive, at the holder's election, one of the following forms of merger consideration, after giving effect to proration as described in the Merger Agreement: (i) approximately $249.71 in cash and 10.211 shares of QXO common stock, subject to final calculations by the exchange agent (the "Cash Consideration"); or (ii) 20.200 shares of QXO common stock (the "Stock Consideration"). The reporting person elected the Cash Consideration. Row 2 · 2026-07-01 · Disposition to issuer · Disposed 343 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of April 18, 2026 (the "Merger Agreement), QXO, Inc. ("QXO") acquired TopBuild Corp. ("TopBuild") in a merger transaction (the "Merger") which became effective on July 1, 2026. At the effective time of the Merger (the "Effective Time"), each share (other than certain excluded shares, cancelled shares and dissenting shares) of TopBuild common stock was converted into the right to receive, at the holder's election, one of the following forms of merger consideration, after giving effect to proration as described in the Merger Agreement: (i) approximately $249.71 in cash and 10.211 shares of QXO common stock, subject to final calculations by the exchange agent (the "Cash Consideration"); or (ii) 20.200 shares of QXO common stock (the "Stock Consideration"). The reporting person elected the Cash Consideration. F2: Represents shares of TopBuild common stock underlying restricted stock awards. Restricted stock awards vested in accordance with the terms of the Merger Agreement immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of April 18, 2026 (the "Merger Agreement), QXO, Inc. ("QXO") acquired TopBuild Corp. ("TopBuild") in a merger transaction (the "Merger") which became effective on July 1, 2026. At the effective time of the Merger (the "Effective Time"), each share (other than certain excluded shares, cancelled shares and dissenting shares) of TopBuild common stock was converted into the right to receive, at the holder's election, one of the following forms of merger consideration, after giving effect to proration as described in the Merger Agreement: (i) approximately $249.71 in cash and 10.211 shares of QXO common stock, subject to final calculations by the exchange agent (the "Cash Consideration"); or (ii) 20.200 shares of QXO common stock (the "Stock Consideration"). The reporting person elected the Cash Consideration.
F2: Represents shares of TopBuild common stock underlying restricted stock awards. Restricted stock awards vested in accordance with the terms of the Merger Agreement immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| March 27, 2020 Filed Mar 27, 2020 17:12 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | GrantRestricted Stock Unit · Derivative | 5,044 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002736 · primarydocument.xml · derivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,044 Underlying: Common Stock · 5,044 shares Expires 2030-03-27 F1 · derivative.exercise_date: The grant of Restricted Stock Units (RSUs), reported herein, entitles the Reporting Person to receive shares of the issuer common stock either (i) at the end of a 13 month vesting period or (ii) upon the conclusion of such longer deferral period as the Reporting Person may elect in advance. In either occurrence, (i) or (ii), the RSUs automatically convert into shares of common stock on a one-for-one basis at no conversion cost to the Reporting Person. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 21:49 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantCommon Stock | 3,500 | $51.87 | $181,545.00 |
DisclosureSEC source: 0001209191-19-035205 · doc4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,500 F1 · shares: The restricted stock units granted on June 4, 2019 will vest 100% 11 months from the grant date. F2 · balance_after: At the time of this filing Ms. Donikowski holds 6,000 shares in street name. Read SEC document |
| April 29, 2019 Filed May 1, 2019 17:22 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-025876 · a4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,210 Read SEC document |
| April 05, 2019 Filed Apr 8, 2019 13:44 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionRestricted Stock Unit · Derivative | 1,995 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001562180-19-002236 · primarydocument.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,995 shares Expires 2028-03-05 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 · price: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/05/2018 utilizing a fair market value (FMV) of a share of the issuers stock of $42.62. The RSU grant vests in its entirety 13 months from date of grant, at which time the RSUs are received by the Reporting Person on either (i) the vest date or (ii) upon the conclusion of a longer deferral period that the Reporting Person elected in advance. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| April 05, 2019 Filed Apr 8, 2019 13:44 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionCommon Stock | 1,995 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-002236 · primarydocument.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,351 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 · price: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/05/2018 utilizing a fair market value (FMV) of a share of the issuers stock of $42.62. The RSU grant vests in its entirety 13 months from date of grant, at which time the RSUs are received by the Reporting Person on either (i) the vest date or (ii) upon the conclusion of a longer deferral period that the Reporting Person elected in advance. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 10:33 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | GrantRestricted Stock Unit · Derivative | 3,123 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001744 · primarydocument.xml · derivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,123 Underlying: Common Stock · 3,123 shares Expires 2029-03-04 F1 · derivative.exercise_date: The grant of Restricted Stock Units (RSUs), reported herein, entitles the Reporting Person to receive shares of the issuer common stock either (i) at the end of a 13 month vesting period or (ii) upon the conclusion of such longer deferral period as the Reporting Person may elect in advance. In either occurrence, (i) or (ii), the RSUs automatically convert into shares of common stock on a one-for-one basis at no conversion cost to the Reporting Person. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 14:31 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionRestricted Stock Unit · Derivative | 1,356 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001562180-18-003031 · primarydocument.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,356 shares Expires 2027-05-15 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 · price: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 5/15/2017 utilizing a fair market value (FMV) of a share of the issuers stock of $62.72. The RSU grant vests in its entirety 13 months from date of grant, at which time the RSUs are received by the Reporting Person on either (i) the vest date or (ii) upon the conclusion of a longer deferral period that the Reporting Person elected in advance. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 14:31 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionCommon Stock | 1,356 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-003031 · primarydocument.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,356 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 · price: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 5/15/2017 utilizing a fair market value (FMV) of a share of the issuers stock of $62.72. The RSU grant vests in its entirety 13 months from date of grant, at which time the RSUs are received by the Reporting Person on either (i) the vest date or (ii) upon the conclusion of a longer deferral period that the Reporting Person elected in advance. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| May 03, 2018 Filed May 7, 2018 21:41 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantCommon Stock | 6,000 | $61.48 | $368,880.00 |
DisclosureSEC source: 0001209191-18-028396 · doc4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · shares: The restricted stock units granted on May 3, 2018 will vest 100% at the first anniversary of the grant date. This is an annual non-employee director grant as outlined in the 2018 proxy. F2 · balance_after: At the time of this filing Ms. Donikowski holds zero shares in street name. Read SEC document |
| April 30, 2018 Filed May 2, 2018 22:43 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 1,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-029911 · a4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510 Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 14:51 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | GrantRestricted Stock Unit (MSP) · Derivative | 1,051 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001528 · primarydocument.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051 Underlying: Common Stock · 1,051 shares Expires 2028-03-05 F2 · derivative.exercise_date: This Restricted Stock Units (RSUs) grant is issued pursuant to a provision of the issuer Management Stock Purchase Plan (MSPP) whereby certain directors may make an advance election to receive RSUs in lieu of a specified percentage or dollar amount of that directors' annual retainer. The RSUs are issued in whole units at a 33% discount from fair market value of the issuer's common stock generally on the date the underlying retainer is determined and generally vest 3 years from the date of the grant, at which time the RSUs convert into shares of common stock on a one-for-one basis unless the director previously elected a longer deferral period. The Reporting Person has elected in advance to receive RSUs in lieu of 50% of her annual director retainer fee of $60,000 for 2018. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 14:51 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | GrantRestricted Stock Unit · Derivative | 1,995 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001528 · primarydocument.xml · derivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,995 Underlying: Common Stock · 1,995 shares Expires 2028-03-05 F1 · derivative.exercise_date: The grant of Restricted Stock Units (RSUs), reported herein, entitles the Reporting Person to receive shares of the issuer common stock either (i) at the end of a 13 month vesting period or (ii) upon the conclusion of such longer deferral period as the Reporting Person may elect in advance. In either occurrence, (i) or (ii), the RSUs automatically convert into shares of common stock on a one-for-one basis at no conversion cost to the Reporting Person. Read SEC document |
| May 15, 2017 Filed May 15, 2017 13:38 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | GrantRestricted Stock Unit · Derivative | 1,356 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001937 · primarydocument.xml · derivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,356 Underlying: Common Stock · 1,356 shares Expires 2027-05-15 F1 · derivative.exercise_date: The grant of Restricted Stock Units (RSUs), reported herein, entitles the Reporting Person to receive shares of the issuer common stock either (i) at the end of a 13 month vesting period or (ii) upon the conclusion of such longer deferral period as the Reporting Person may elect in advance. In either occurrence, (i) or (ii), the RSUs automatically convert into shares of common stock on a one-for-one basis at no conversion cost to the Reporting Person. 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.