Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Director | September 30, 2026 | October 02, 2026 |
| Alignment Healthcare, Inc.ALHC · Entity 4269 | Director | March 13, 2026 | March 17, 2026 |
| First American Financial CorpFAF · Entity 3669 | Director | April 24, 2026 | April 28, 2026 |
| MARRIOTT INTERNATIONAL INC /MD/MAR · Entity 2933 | Director | May 11, 2026 | May 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,071 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 0 · Balance 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 144,441 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,024 |
Reported balance
After 2026-04-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock-Dir. Def. Stock Comp Plan-1SEC Table I · non-derivative | Direct | 9,290 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 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-derivative | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 1
1 source rowRow 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-derivative | IndirectBy 401(K) Plan | 0 |
Reported balance
After 2018-11-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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 $72.26 | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 $100.50 | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 $103.45 | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 $125.27 | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,997 |
Reported balance
After 2021-06-10 transaction · row 1
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2021-06-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| May 07, 2025 Filed May 9, 2025 21:11 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock | 1,290 | $0.00 | $0.00 |
DisclosureSEC 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). Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 22:12 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock | 12,258 | $0.00 | $0.00 |
DisclosureSEC 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). Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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 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.