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person · Reporting owner

McCarthy Margaret M

Disclosed activity across 6 companies

Tapewire entity
34375
SEC CIK
0001485980

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986DirectorSeptember 30, 2026October 02, 2026
Alignment Healthcare, Inc.ALHC · Entity 4269DirectorMarch 13, 2026March 17, 2026
First American Financial CorpFAF · Entity 3669DirectorApril 24, 2026April 28, 2026
MARRIOTT INTERNATIONAL INC /MD/MAR · Entity 2933DirectorMay 11, 2026May 14, 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.

AMERICAN ELECTRIC POWER CO INC

Report date September 30, 2026 · Filed October 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct4,071 Reported balance After 2026-09-30 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-09-30 · Grant · Acquired 0 · Balance 4,071

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.

Alignment Healthcare, Inc.

Report date March 13, 2026 · Filed March 17, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect144,441 Reported balance After 2026-03-13 transaction · row 1
1 source row

Row 1 · 2026-03-13 · Grant · Acquired 14,273 · Balance 144,441

F1: Represents 14,273 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. The reporting person has elected to defer receipt of the underlying shares until separation of service as a director (or, if earlier, until a change of control of the Company).

Filing footnotes · ownership attribution and instrument terms

F1: Represents 14,273 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. The reporting person has elected to defer receipt of the underlying shares until separation of service as a director (or, if earlier, until a change of control of the Company).

First American Financial Corp

Report date April 24, 2026 · Filed April 28, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect24,024 Reported balance After 2026-04-24 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-04-24 · Sale · Disposed 6,630 · Balance 24,024

F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.56 to $70.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F2: Includes 2,438 unvested Restricted Stock Units ("RSUs") acquired pursuant to an original grant of 2,418 RSUs and shares acquired through automatic dividend reinvestment, vesting 2/19/2027, the first anniversary of the grant.

F3: The reporting person's receipt of certain shares underlying vested RSUs and related shares acquired through automatic dividend reinvestment have been deferred.

Filing footnotes · ownership attribution and instrument terms

F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.56 to $70.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F2: Includes 2,438 unvested Restricted Stock Units ("RSUs") acquired pursuant to an original grant of 2,418 RSUs and shares acquired through automatic dividend reinvestment, vesting 2/19/2027, the first anniversary of the grant.

F3: The reporting person's receipt of certain shares underlying vested RSUs and related shares acquired through automatic dividend reinvestment have been deferred.

MARRIOTT INTERNATIONAL INC /MD/

Report date May 11, 2026 · Filed May 14, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common Stock-Dir. Def. Stock Comp Plan-1SEC Table I · non-derivativeDirect9,290 Reported balance After 2026-05-11 transaction · row 1
1 source row

Row 1 · 2026-05-11 · Grant · Acquired 670 · Balance 9,290

F1: The shares will vest on a daily pro-rata basis over the twelve (12) month period following the grant and be distributed following termination of service as a Board member.

Class A Common StockSEC Table I · non-derivativeDirect2,000 Reported balance Holding disclosure · report date 2026-05-11 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 2,000

Filing footnotes · ownership attribution and instrument terms

F1: The shares will vest on a daily pro-rata basis over the twelve (12) month period following the grant and be distributed following termination of service as a Board member.

Past disclosures · reporting ended (2)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

AETNA INC /PA/

Report date November 28, 2018 · Filed November 28, 2018

Section 16 reporting ended · disclosed 2018-11-28. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2018-11-28 transaction · row 1
1 source row

Row 1 · 2018-11-28 · Disposition to issuer · Disposed 38,920 · Balance 0

F1: Converted pursuant to the merger agreement (the "Merger Agreement") between CVS Health Corporation ("CVS Health") and Aetna Inc. ("Aetna") into $145 in cash and 0.8378 shares of CVS Health Common Stock for each share of Aetna Common Stock.

Common StockSEC Table I · non-derivativeIndirectBy 401(K) Plan0 Reported balance After 2018-11-28 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2018-11-28 · Disposition to issuer · Disposed 1,986.5035 · Balance 0

F1: Converted pursuant to the merger agreement (the "Merger Agreement") between CVS Health Corporation ("CVS Health") and Aetna Inc. ("Aetna") into $145 in cash and 0.8378 shares of CVS Health Common Stock for each share of Aetna Common Stock.

F2: Represents the pro rata portion of the stock portion of the Aetna Common Stock Fund held by Reporting Person on October 31, 2018 pursuant to the Aetna Inc. 401(k) Plan. The information is based on information provided by the Plan Trustee as of that date.

Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $72.26Direct0 Reported balance After 2018-11-28 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2018-11-28 · Disposition to issuer · Disposed 50,296 · Balance 0

F3: Represents Stock Appreciation Rights ("SARs") granted under the Aetna Inc. 2010 Stock Incentive Plan (the "Plan") on March 3, 2014. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR equal to (a) $145 plus (b) 0.8378 multiplied by the average of the volume weighted averages of the trading prices of CVS Health Common Stock on each of the five consecutive trading days ending on the trading day two trading days prior to the closing date, less (c) the exercise price (the "SAR Amount").

Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $100.50Direct0 Reported balance After 2018-11-28 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2018-11-28 · Disposition to issuer · Disposed 59,513 · Balance 0

F4: Represents SARs granted under the Plan on March 2, 2015. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR equal to the SAR Amount.

Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $103.45Direct0 Reported balance After 2018-11-28 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2018-11-28 · Disposition to issuer · Disposed 56,727 · Balance 0

F5: Represents SARs granted under the Plan on February 19, 2016, of which 66.7% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement.

Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $125.27Direct0 Reported balance After 2018-11-28 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2018-11-28 · Disposition to issuer · Disposed 54,897 · Balance 0

F6: Represents SARs granted under the Plan on February 17, 2017, of which 33.3% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement.

Performance Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2018-11-28 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2018-11-28 · Disposition to issuer · Disposed 16,240 · Balance 0

F7: Represents Performance Stock Units ("PSUs") earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 19, 2016. These PSUs were converted to time-vesting CVS Health Restricted Stock Units ("RSUs") pursuant to the terms of the Merger Agreement.

Performance Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2018-11-28 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2018-11-28 · Disposition to issuer · Disposed 6,826 · Balance 0

F8: PSUs earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 17, 2017. These PSUs were converted to time-vesting CVS Health RSUs pursuant to the terms of the Merger Agreement.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2018-11-28 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 9 · 2018-11-28 · Disposition to issuer · Disposed 16,054 · Balance 0

F9: RSUs granted under the Plan on March 2, 2018. These RSUs were converted to CVS Health RSUs pursuant to the terms of the Merger Agreement.

Deferred Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2018-11-28 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · 2018-11-28 · Disposition to issuer · Disposed 44,840.0906 · Balance 0

F10: Represents Deferred Stock Units ("DSUs") previously reported and accrued pursuant to the Plan. These DSUs were canceled for an amount in cash for each DSU equal to (a) $145 plus (b) 0.8378 multiplied by the average of the volume weighted averages of the trading prices of CVS Health Common Stock on each of the five consecutive trading days ending on the trading day two trading days prior to the closing date.

Filing footnotes · ownership attribution and instrument terms

F1: Converted pursuant to the merger agreement (the "Merger Agreement") between CVS Health Corporation ("CVS Health") and Aetna Inc. ("Aetna") into $145 in cash and 0.8378 shares of CVS Health Common Stock for each share of Aetna Common Stock.

F2: Represents the pro rata portion of the stock portion of the Aetna Common Stock Fund held by Reporting Person on October 31, 2018 pursuant to the Aetna Inc. 401(k) Plan. The information is based on information provided by the Plan Trustee as of that date.

F3: Represents Stock Appreciation Rights ("SARs") granted under the Aetna Inc. 2010 Stock Incentive Plan (the "Plan") on March 3, 2014. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR equal to (a) $145 plus (b) 0.8378 multiplied by the average of the volume weighted averages of the trading prices of CVS Health Common Stock on each of the five consecutive trading days ending on the trading day two trading days prior to the closing date, less (c) the exercise price (the "SAR Amount").

F4: Represents SARs granted under the Plan on March 2, 2015. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR equal to the SAR Amount.

F5: Represents SARs granted under the Plan on February 19, 2016, of which 66.7% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement.

F6: Represents SARs granted under the Plan on February 17, 2017, of which 33.3% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement.

F7: Represents Performance Stock Units ("PSUs") earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 19, 2016. These PSUs were converted to time-vesting CVS Health Restricted Stock Units ("RSUs") pursuant to the terms of the Merger Agreement.

F8: PSUs earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 17, 2017. These PSUs were converted to time-vesting CVS Health RSUs pursuant to the terms of the Merger Agreement.

F9: RSUs granted under the Plan on March 2, 2018. These RSUs were converted to CVS Health RSUs pursuant to the terms of the Merger Agreement.

F10: Represents Deferred Stock Units ("DSUs") previously reported and accrued pursuant to the Plan. These DSUs were canceled for an amount in cash for each DSU equal to (a) $145 plus (b) 0.8378 multiplied by the average of the volume weighted averages of the trading prices of CVS Health Common Stock on each of the five consecutive trading days ending on the trading day two trading days prior to the closing date.

Brighthouse Financial, Inc.

Report date June 10, 2021 · Filed June 11, 2021

Section 16 reporting ended · disclosed 2021-06-11. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect10,997 Reported balance After 2021-06-10 transaction · row 1
1 source row

Row 1 · 2021-06-10 · Exercise / conversion · Acquired 3,454 · Balance 10,997

F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2021-06-10 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2021-06-10 · Exercise / conversion · Disposed 3,454 · Balance 0

F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.

F3: The RSUs vested on the date of the 2021 annual meeting of stockholders of BHF.

Filing footnotes · ownership attribution and instrument terms

F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.

F3: The RSUs vested on the date of the 2021 annual meeting of stockholders of BHF.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 30, 2026 Filed Oct 2, 2026 19:40 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 0 $118.64 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-26-064420 · wk-form4_1790955620.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,071

Underlying: Common Stock · 379 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.

F1 · shares: 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 the transaction.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

F1 · derivative.underlying_shares: 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.

Read SEC document
June 30, 2026 Filed Jul 1, 2026 18:03 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 0 $136.81 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-26-046435 · wk-form4_1782929007.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,660

Underlying: Common Stock · 310 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.

F1 · shares: 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 the transaction.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

F1 · derivative.underlying_shares: 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.

Read SEC document
May 11, 2026 Filed May 14, 2026 01:38 UTC MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 GrantClass A Common Stock-Dir. Def. Stock Comp Plan-1 670 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-005281 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,290

F1 · shares: The shares will vest on a daily pro-rata basis over the twelve (12) month period following the grant and be distributed following termination of service as a Board member.

Read SEC document
April 24, 2026 Filed Apr 28, 2026 18:54 UTC First American Financial Corp FAF · Entity 3669 SaleCommon Stock 6,630 $70.59 $468,007.72
Disclosure

SEC source: 0001193125-26-186405 · ownership.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,024

F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.56 to $70.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F2 · balance_after: Includes 2,438 unvested Restricted Stock Units ("RSUs") acquired pursuant to an original grant of 2,418 RSUs and shares acquired through automatic dividend reinvestment, vesting 2/19/2027, the first anniversary of the grant.

F3 · balance_after: The reporting person's receipt of certain shares underlying vested RSUs and related shares acquired through automatic dividend reinvestment have been deferred.

Read SEC document
March 31, 2026 Filed Apr 2, 2026 18:26 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 0 $131.08 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-26-023027 · wk-form4_1775154363.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,325

Underlying: Common Stock · 324 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.

F1 · shares: 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 the transaction.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

F1 · derivative.underlying_shares: 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.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 20:56 UTC Alignment Healthcare, Inc. ALHC · Entity 4269 GrantCommon Stock 14,273 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-018850 · wk-form4_1773780977.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,441

F1 · shares: Represents 14,273 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. The reporting person has elected to defer receipt of the underlying shares until separation of service as a director (or, if earlier, until a change of control of the Company).

Read SEC document
February 19, 2026 Filed Feb 24, 2026 00:53 UTC First American Financial Corp FAF · Entity 3669 GrantCommon Stock 2,418 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064724 · ownership.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,608

F1 · balance_after: Includes 2,609 unvested Restricted Stock Units ("RSUs") acquired pursuant to an original grant of 2,522 RSUs and shares acquired through automatic dividend reinvestment, vesting 2/24/2026, the first anniversary of the grant.

F2 · balance_after: Includes 2,418 unvested RSUs acquired pursuant to a grant vesting 2/19/2027, the first anniversary of the grant.

F3 · balance_after: The reporting person's receipt of certain shares underlying vested RSUs and related shares acquired through automatic dividend reinvestment have been deferred.

Read SEC document
December 31, 2025 Filed Jan 5, 2026 18:51 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 368 $115.31 Strike: $0.00 $42,434.08
Disclosure

SEC source: 0001628280-26-000315 · wk-form4_1767639078.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,981

Underlying: Common Stock · 368 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.

F1 · shares: 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 the transaction.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

F1 · derivative.underlying_shares: 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.

Read SEC document
September 30, 2025 Filed Oct 2, 2025 16:02 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 377 $112.50 Strike: $0.00 $42,412.50
Disclosure

SEC source: 0001628280-25-043579 · wk-form4_1759420942.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,592

Underlying: Common Stock · 377 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.

F1 · shares: 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 the transaction.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

F1 · derivative.underlying_shares: 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.

Read SEC document
August 13, 2025 Filed Aug 14, 2025 21:11 UTC First American Financial Corp FAF · Entity 3669 SaleCommon Stock 3,500 $65.63 $229,705.35
Disclosure

SEC source: 0001127602-25-020467 · form4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,095

F1 · balance_after: Includes 2,566 unvested Restricted Stock Units ("RSUs") acquired pursuant to an original grant of 2,522 RSUs and shares acquired through automatic dividend reinvestment, vesting 2/24/2026, the first anniversary of the grant.

F2 · balance_after: The reporting person's receipt of certain shares underlying vested RSUs and related shares acquired through automatic dividend reinvestment have been deferred.

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June 30, 2025 Filed Jul 2, 2025 15:14 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 409.59 $103.76 Strike: $0.00 $42,499.06
Disclosure

SEC source: 0000004904-25-000112 · wk-form4_1751469289.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,196.4

Underlying: Common Stock · 409.59 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.

F1 · shares: 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 the transaction.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

F1 · derivative.underlying_shares: 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.

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May 12, 2025 Filed May 14, 2025 20:55 UTC MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 GrantClass A Common Stock-Dir. Def. Stock Comp Plan-1 868 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-005115 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,620

F1 · shares: The shares will vest on a daily pro-rata basis over the twelve (12) month period following the grant and be distributed following termination of service as a Board member.

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May 07, 2025 Filed May 9, 2025 21:11 UTC Alignment Healthcare, Inc. ALHC · Entity 4269 GrantCommon Stock 1,290 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-024371 · wk-form4_1746825100.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,168

F1 · shares: Represents 1,290 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on March 13, 2026, unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. The reporting person has elected to defer receipt of the underlying shares until separation of service as a director (or, if earlier, until a change of control of the Company).

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March 31, 2025 Filed Apr 2, 2025 18:59 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 0 $109.27 Strike: $0.00 $0.00
Disclosure

SEC source: 0002052433-25-000023 · wk-form4_1743620350.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,769.07

Underlying: Common Stock · 388.94 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 the transaction.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

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March 13, 2025 Filed Mar 17, 2025 22:12 UTC Alignment Healthcare, Inc. ALHC · Entity 4269 GrantCommon Stock 12,258 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-013253 · wk-form4_1742249537.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,878

F1 · shares: Represents 12,258 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. The reporting person has elected to defer receipt of the underlying shares until separation of service as a director (or, if earlier, until a change of control of the Company).

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February 24, 2025 Filed Feb 27, 2025 01:39 UTC First American Financial Corp FAF · Entity 3669 GrantCommon Stock 2,522 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007017 · form4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,498

F1 · balance_after: Includes 2,522 unvested Restricted Stock Units ("RSUs") acquired pursuant to a grant vesting 2/24/2026, the first anniversary of the grant.

F2 · balance_after: The reporting person's receipt of certain shares underlying vested RSUs and related shares acquired through automatic dividend reinvestment have been deferred.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 21:03 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 460.8 $92.23 Strike: $0.00 $42,499.58
Disclosure

SEC source: 0001398889-25-000023 · wk-form4_1735938223.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,372.21

Underlying: Common Stock · 460.8 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 the transaction.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
September 30, 2024 Filed Oct 2, 2024 15:07 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 414.23 $102.60 Strike: $0.00 $42,500.00
Disclosure

SEC source: 0001398889-24-000213 · wk-form4_1727881664.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 901.68

Underlying: Common Stock · 414.23 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 the transaction.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
June 30, 2024 Filed Jul 2, 2024 15:34 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 484.38 $87.74 Strike: $0.00 $42,499.50
Disclosure

SEC source: 0001398889-24-000167 · wk-form4_1719934464.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 484.38

Underlying: Common Stock · 484.38 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 the transaction.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
May 13, 2024 Filed May 15, 2024 12:18 UTC MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 GrantClass A Common Stock-Dir. Def. Stock Comp Plan-1 837 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-006038 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,752

F1 · shares: The shares will vest on a daily pro-rata basis over the twelve (12) month period following the grant and be distributed following termination of service as a Board member.

Read SEC document
March 31, 2024 Filed Apr 2, 2024 19:30 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 493.61 $86.10 Strike: $0.00 $42,499.82
Disclosure

SEC source: 0001398889-24-000126 · wk-form4_1712086198.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,372.37

Underlying: Common Stock · 493.61 shares

Expires not disclosed

F2 · price: Was AEP Stock Price at the time of the transaction.

F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares 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.

F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares 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.

Read SEC document
March 13, 2024 Filed Mar 16, 2024 00:01 UTC Alignment Healthcare, Inc. ALHC · Entity 4269 GrantCommon Stock 33,500 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004885 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,620

F1 · kind: Represents 33,500 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. The reporting person has elected to defer receipt of the underlying shares until separation of service as a director (or, if earlier, until a change of control of the Company).

Read SEC document
February 22, 2024 Filed Feb 26, 2024 23:45 UTC First American Financial Corp FAF · Entity 3669 GrantCommon Stock 2,601 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006924 · form4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,778

F1 · balance_after: Includes 2,601 unvested Restricted Stock Units ("RSUs") acquired pursuant to a grant vesting 2/22/2025, the first anniversary of the grant.

F2 · balance_after: The reporting person's receipt of certain shares underlying vested RSUs and related shares acquired through automatic dividend reinvestment have been deferred.

Read SEC document
December 31, 2023 Filed Jan 3, 2024 16:24 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 523.27 $81.22 Strike: $0.00 $42,499.99
Disclosure

SEC source: 0001398889-24-000021 · wk-form4_1704299087.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,776.15

Underlying: Common Stock · 523.27 shares

Expires not disclosed

F2 · price: Was AEP Stock Price at the time of the transaction.

F1 · 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.

F1 · 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.

Read SEC document
September 30, 2023 Filed Oct 3, 2023 18:40 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 565.009 $75.22 Strike: $0.00 $42,499.98
Disclosure

SEC source: 0001398889-23-000146 · wk-form4_1696358432.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,151.76

Underlying: Common Stock · 565.009 shares

Expires not disclosed

F2 · price: Was AEP Stock Price at the time of the transaction.

F1 · 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.

F1 · 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.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 13:59 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 504.751 $84.20 Strike: $0.00 $42,500.03
Disclosure

SEC source: 0001920310-23-000014 · wk-form4_1688565549.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,496.04

Underlying: Common Stock · 504.751 shares

Expires not disclosed

F2 · price: Was AEP Stock Price at the time of the transaction.

F1 · 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.

F1 · 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.

Read SEC document
May 16, 2023 Filed May 18, 2023 20:17 UTC MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 GrantClass A Common Stock-Dir. Def. Stock Comp Plan-1 1,143 $0.00 $0.00
Disclosure

SEC source: 0001225208-23-006036 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,915

F1 · shares: The shares will vest on a daily pro-rata basis over the twelve (12) month period following the grant and be distributed following termination of service as a Board member.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 18:38 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 467.084 $90.99 Strike: $0.00 $42,499.97
Disclosure

SEC source: 0001398889-23-000098 · wf-form4_168063351420397.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,912.8

Underlying: Common Stock · 467.084 shares

Expires not disclosed

F1 · 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.

F1 · 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.

Read SEC document
March 08, 2023 Filed Mar 10, 2023 22:00 UTC Alignment Healthcare, Inc. ALHC · Entity 4269 GrantCommon Stock 21,802 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017847 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,120

F1 · kind: Represents 21,802 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. The reporting person has elected to defer receipt of the underlying shares for five years (or, if earlier, until separation from service or a change of control of the Company).

Read SEC document
February 16, 2023 Filed Feb 22, 2023 02:18 UTC First American Financial Corp FAF · Entity 3669 GrantCommon Stock 2,457 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-006320 · form4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,989

F1 · balance_after: Includes 2,283 unvested Restricted Stock Units ("RSUs") acquired pursuant to an original grant of 2,202 RSUs and shares acquired through automatic dividend reinvestment, vesting 2/22/2023, the first anniversary of the grant.

F2 · balance_after: Includes 2,457 unvested RSUs acquired pursuant to a grant vesting 2/16/2024, the first anniversary of the grant.

F3 · balance_after: The reporting person's receipt of certain shares underlying vested RSUs and related shares acquired through automatic dividend reinvestment have been deferred.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 20:20 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 429.173 $94.95 Strike: $0.00 $40,749.98
Disclosure

SEC source: 0001398889-23-000018 · wf-form4_167286362021968.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,375.78

Underlying: Common Stock · 429.173 shares

Expires not disclosed

F1 · 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.

F1 · 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.

Read SEC document
November 07, 2022 Filed Nov 9, 2022 21:06 UTC Alignment Healthcare, Inc. ALHC · Entity 4269 GrantCommon Stock 1,429 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-056201 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,318

F1 · kind: Represents 1,429 restricted stock units, each restricted stock unit representing the right to receive one share of Common Stock of the Company, that will vest 100% on the one-year anniversary of the grant date, subject to the reporting person's continued service to the Company as of the applicable vesting date.

Read SEC document
September 30, 2022 Filed Oct 4, 2022 18:10 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 471.37 $86.45 Strike: $0.00 $40,749.94
Disclosure

SEC source: 0001920310-22-000035 · wf-form4_166490700975832.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,887.42

Underlying: Common Stock · 471.37 shares

Expires not disclosed

F1 · 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.

F1 · 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.

Read SEC document
June 30, 2022 Filed Jul 5, 2022 19:18 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 424.745 $95.94 Strike: $0.00 $40,750.04
Disclosure

SEC source: 0001398889-22-000164 · wf-form4_165704867023572.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,368.6

Underlying: Common Stock · 424.745 shares

Expires not disclosed

F1 · shares: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors.

F3 · price: Was AEP Stock Price at the time of the transaction.

F2 · derivative.exercise_date: Stock Units are paid to the director in cash or shares 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 or shares 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.

Read SEC document
May 09, 2022 Filed May 10, 2022 20:42 UTC MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 GrantClass A Common Stock-Dir. Def. Stock Comp Plan-1 1,111 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-006796 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,772

F1 · shares: The shares will vest on a daily pro-rata basis over the twelve (12) month period following the grant and be distributed following termination of service as a Board member.

Read SEC document
March 31, 2022 Filed Apr 4, 2022 18:30 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 408.43 $99.77 Strike: $0.00 $40,749.06
Disclosure

SEC source: 0001398889-22-000105 · wf-form4_164909700384517.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,897.05

Underlying: Common Stock · 408.43 shares

Expires not disclosed

F1 · shares: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors.

F3 · price: Was AEP Stock Price at the time of the transaction.

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.

Read SEC document
March 08, 2022 Filed Mar 10, 2022 22:09 UTC Alignment Healthcare, Inc. ALHC · Entity 4269 GrantCommon Stock 16,556 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-017988 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,889

F1 · kind: Represents 16,556 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. The reporting person has elected to defer receipt of the underlying shares for five years (or, if earlier, until separation of service or a change of control of the Company).

Read SEC document
February 22, 2022 Filed Feb 25, 2022 02:18 UTC First American Financial Corp FAF · Entity 3669 GrantCommon Stock 2,202 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-006715 · form4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,350

F1 · balance_after: Includes 2,202 unvested Restricted Stock Units ("RSUs") acquired pursuant to a grant vesting 2/22/2023, the first anniversary of the grant.

F2 · balance_after: The reporting person's receipt of certain shares underlying vested RSUs and related shares acquired through automatic dividend reinvestment have been deferred.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 17:34 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 458.02 $88.97 Strike: $0.00 $40,750.04
Disclosure

SEC source: 0001398889-22-000020 · wf-form4_164131762062679.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,444.37

Underlying: Common Stock · 458.02 shares

Expires not disclosed

F1 · shares: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors.

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, 2021 Filed Oct 1, 2021 19:18 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 501.97 $81.18 Strike: $0.00 $40,749.92
Disclosure

SEC source: 0001398889-21-000169 · wf-form4_163311587077005.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,940.47

Underlying: Common Stock · 501.97 shares

Expires not disclosed

F1 · shares: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors.

F3 · price: Was AEP Stock Price at the time of the transaction.

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.

F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan.

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June 30, 2021 Filed Jul 1, 2021 19:46 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 481.73 $84.59 Strike: $0.00 $40,749.54
Disclosure

SEC source: 0001398889-21-000130 · edgar.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,401.83

Underlying: Common Stock · 481.73 shares

Expires not disclosed

F1 · security: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors.

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

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June 10, 2021 Filed Jun 11, 2021 20:17 UTC Brighthouse Financial, Inc. BHF · Entity 1737 Exercise / conversionRestricted Stock Units · Derivative 3,454 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-039827 · doc4.xml · derivative · entry 2

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,454 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.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.

F3 · derivative.exercise_date: The RSUs vested on the date of the 2021 annual meeting of stockholders of BHF.

F3 · derivative.expiration_date: The RSUs vested on the date of the 2021 annual meeting of stockholders of BHF.

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June 10, 2021 Filed Jun 11, 2021 20:17 UTC Brighthouse Financial, Inc. BHF · Entity 1737 Exercise / conversionCommon Stock 3,454 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-039827 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,997

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: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

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May 10, 2021 Filed May 12, 2021 14:52 UTC MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 GrantClass A Common Stock-Dir. Def. Stock Comp Plan-1 1,224 $0.00 $0.00
Disclosure

SEC source: 0001225208-21-007991 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,661

F1 · shares: The shares will vest on a daily pro-rata basis over the twelve (12) month period following the grant and be distributed following termination of service as a Board member.

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March 31, 2021 Filed Apr 1, 2021 20:49 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 481.11 $84.70 Strike: $0.00 $40,750.02
Disclosure

SEC source: 0001398889-21-000071 · edgar.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,886.15

Underlying: Common Stock · 481.11 shares

Expires not disclosed

F1 · security: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors.

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

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March 30, 2021 Filed Apr 1, 2021 22:51 UTC Alignment Healthcare, Inc. ALHC · Entity 4269 GrantCommon Stock 10,000 $18.00 $180,000.00
Disclosure

SEC source: 0000899243-21-014410 · doc4.xml · nonDerivative · entry 2

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,333

F2 · kind: Represents 10,000 shares of Common Stock of the Company purchased through a directed share program at the initial offering price of the Common Stock.

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March 25, 2021 Filed Apr 1, 2021 22:51 UTC Alignment Healthcare, Inc. ALHC · Entity 4269 GrantCommon Stock, par value $0.001 per share ("Common Stock") 33,333 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-014410 · doc4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,333

F1 · kind: Represents 33,333 shares of restricted Common Stock of Alignment Healthcare, Inc. (the "Company") that will vest in equal annual installments on each of the first three anniversaries of the Company's initial public offering unless Ms. McCarthy is removed for cause or resigns prior to such dates. The securities covered by such transaction were previously included on Ms. McCarthy's Form 3.

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February 18, 2021 Filed Feb 22, 2021 23:46 UTC First American Financial Corp FAF · Entity 3669 GrantCommon Stock 2,661 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-007153 · form4.xml · nonDerivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,072

F1 · balance_after: Includes 1,989 unvested Restricted Stock Units ("RSUs") acquired pursuant to an original grant of 1,922 RSUs and shares acquired through automatic dividend reinvestment, vesting 2/20/2021, the first anniversary of the grant.

F2 · balance_after: Includes 2,661 unvested RSUs acquired pursuant to a grant vesting 2/18/2022, the first anniversary of the grant.

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December 31, 2020 Filed Jan 4, 2021 15:09 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 489.37 $83.27 Strike: $0.00 $40,749.84
Disclosure

SEC source: 0001398889-21-000008 · edgar.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,374.3

Underlying: Common Stock · 489.37 shares

Expires not disclosed

F1 · security: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors.

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

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September 30, 2020 Filed Oct 2, 2020 15:54 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantPhantom Stock Units · Derivative 498.59 $81.73 Strike: $0.00 $40,749.76
Disclosure

SEC source: 0001398889-20-000123 · edgar.xml · derivative · entry 1

McCarthy Margaret M · CIK 0001485980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,859.27

Underlying: Common Stock · 498.59 shares

Expires not disclosed

F1 · security: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors.

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

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.