Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CME GROUP INC.CME · Entity 2909 | Director | June 25, 2026 | June 29, 2026 |
| Dime Commercial Bancshares, Inc. /NY/DCOM · Entity 4607 | Director | March 31, 2023 | April 04, 2023 |
| Stem Holdings, Inc.STMH · Entity 109845 | Director | May 07, 2021 | October 22, 2021 |
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.
CME GROUP INC.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Class ASEC Table I · non-derivative | Direct | 3,344 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 645 · Balance 3,344 F1: Represents a grant of fully vested shares of Class A Common Stock issued to the Reporting Person as part of the Issuer's annual equity compensation program for non-employee directors under the CME Group Director Stock Plan. These shares are not subject to any vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of fully vested shares of Class A Common Stock issued to the Reporting Person as part of the Issuer's annual equity compensation program for non-employee directors under the CME Group Director Stock Plan. These shares are not subject to any vesting conditions.
Dime Commercial Bancshares, Inc. /NY/
Report date March 31, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 90,150.89 |
Reported balance
After 2023-03-31 transaction · row 1
1 source rowRow 1 · 2023-03-31 · Grant · Acquired 2,889 · Balance 90,150.89 F1: Restricted Stock Award. Award cliff vests on the one year anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Award. Award cliff vests on the one year anniversary of the date of grant.
Stem Holdings, Inc.
Report date May 07, 2021 · Filed October 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 450,000 |
Ending reported balance
After 2021-03-31 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2019-05-07 · Grant · Acquired 75,000 · Balance 75,000 Row 2 · 2019-12-31 · Grant · Acquired 62,500 · Balance 137,500 Row 3 · 2020-03-31 · Grant · Acquired 62,500 · Balance 200,000 Row 4 · 2020-06-30 · Grant · Acquired 62,500 · Balance 262,500 Row 5 · 2020-09-30 · Grant · Acquired 62,500 · Balance 325,000 Row 6 · 2020-12-30 · Grant · Acquired 62,500 · Balance 387,500 Row 7 · 2021-03-31 · Grant · Acquired 62,500 · Balance 450,000 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $1.00 · Expires 2024-01-14 | Direct | 250,000 |
Reported balance
After 2020-01-14 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-01-14 · Grant · Acquired 250,000 · Balance 250,000 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.40 · Expires 2025-06-10 | Direct | 250,000 |
Reported balance
After 2021-06-11 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-06-11 · Grant · Acquired 250,000 · Balance 250,000 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NAVISTAR INTERNATIONAL CORP
Report date July 01, 2021 · Filed July 06, 2021
Section 16 reporting ended · disclosed 2021-07-06. 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 2021-07-01 transaction · row 1
1 source rowRow 1 · 2021-07-01 · Disposition to issuer · Disposed 7,515 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of November 7, 2020 (the "Merger Agreement"), by and among Navistar International Corporation, a Delaware Corporation (the "Issuer"), TRATON SE, a Societas Europaea ("TRATON") and Dusk Inc., a Delaware Corporation and a wholly owned indirect subsidiary of TRATON ("Merger Sub"), Merger Sub was merged with and into the Issuer (the "Merger") with the Issuer continuing as the surviving corporation and an indirect subsidiary of TRATON (the "Surviving Corporation"). As a result of the Merger, each share of Issuer Common Stock was automatically converted into the right to receive an amount in cash equal to $44.50 (the "Merger Consideration"). |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.31 · Expires 2028-12-11 | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-01 · Disposition to issuer · Disposed 5,000 · Balance 0 F2: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for vesting in three annual installments with one-third of the option vesting on each anniversary date of the grant, so that in three years the option was fully vested. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.63 · Expires 2027-12-12 | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-07-01 · Disposition to issuer · Disposed 5,000 · Balance 0 F2: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for vesting in three annual installments with one-third of the option vesting on each anniversary date of the grant, so that in three years the option was fully vested. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.94 · Expires 2026-12-13 | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-07-01 · Disposition to issuer · Disposed 5,000 · Balance 0 F2: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for vesting in three annual installments with one-third of the option vesting on each anniversary date of the grant, so that in three years the option was fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of November 7, 2020 (the "Merger Agreement"), by and among Navistar International Corporation, a Delaware Corporation (the "Issuer"), TRATON SE, a Societas Europaea ("TRATON") and Dusk Inc., a Delaware Corporation and a wholly owned indirect subsidiary of TRATON ("Merger Sub"), Merger Sub was merged with and into the Issuer (the "Merger") with the Issuer continuing as the surviving corporation and an indirect subsidiary of TRATON (the "Surviving Corporation"). As a result of the Merger, each share of Issuer Common Stock was automatically converted into the right to receive an amount in cash equal to $44.50 (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for vesting in three annual installments with one-third of the option vesting on each anniversary date of the grant, so that in three years the option was fully vested.
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 11, 2017 Filed Sep 12, 2017 16:15 UTC | CME GROUP INC. CME · Entity 2909 | SaleCommon Stock Class A | 750 | $129.34 | $97,005.00 |
DisclosureSEC source: 0001156375-17-000089 · edgardoc.xml · nonDerivative · entry 1 Suskind Dennis · CIK 0001361519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,059 F1 · price: On September 11, 2017, Mr. Suskind sold an aggregate of 750 shares of CME Group Class A common stock. For reporting purposes, the sales prices within a $1 range have been aggregated and the weighted average sales price has been reported. The price ranges were: $129.07 to $129.60. The Company maintains a record of the transactions and copies will be provided upon request. Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 21:58 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 809 | $0.00 | $0.00 |
DisclosureSEC source: 0001156375-17-000059 · edgardoc.xml · nonDerivative · entry 1 Suskind Dennis · CIK 0001361519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,809 F1 · kind: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. Read SEC document |
| April 28, 2017 Filed Apr 28, 2017 17:24 UTC | CME GROUP INC. CME · Entity 2909 | SaleCommon Stock Class A | 1,099 | $115.29 | $126,703.71 |
DisclosureSEC source: 0001156375-17-000042 · edgardoc.xml · nonDerivative · entry 1 Suskind Dennis · CIK 0001361519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 15:52 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | GrantCommon Stock | 812 | $0.00 | $0.00 |
DisclosureSEC source: 0000808450-17-000067 · wf-form4_149133550878247.xml · nonDerivative · entry 1 Suskind Dennis · CIK 0001361519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 812 Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:18 UTC | CME GROUP INC. CME · Entity 2909 | SaleCommon Stock Class A | 1,000 | $121.00 | $121,000.00 |
DisclosureSEC source: 0001156375-17-000010 · edgardoc.xml · nonDerivative · entry 1 Suskind Dennis · CIK 0001361519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,099 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 11:01 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | GrantStock Options (Right to buy) · Derivative | 5,000 | $30.94 Strike: $30.94 | $154,700.00 |
DisclosureSEC source: 0000808450-16-000132 · wf-form4_148181767429089.xml · derivative · entry 1 Suskind Dennis · CIK 0001361519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2026-12-13 F1 · derivative.exercise_date: The option is exercisable in three equal installments as follows: 1,667 shares on 12/13/2017; 1,666 shares on 12/13/2018; and 1,667 shares on 12/13/2019 Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 21:36 UTC | CME GROUP INC. CME · Entity 2909 | SaleCommon Stock Class A | 1,000 | $122.45 | $122,450.00 |
DisclosureSEC source: 0001156375-16-000261 · edgardoc.xml · nonDerivative · entry 1 Suskind Dennis · CIK 0001361519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,099 F1 · price: On December 9, 2016, Mr. Suskind sold an aggregate of 1,000 shares of CME Group Class A common stock. For reporting purposes, the sales prices within a $1 range have been aggregated and the weighted average sales price has been reported. The price ranges were: $122.42 to $122.49. The Company maintains a record of the transactions and copies will be provided upon request. Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 17:13 UTC | CME GROUP INC. CME · Entity 2909 | SaleCommon Stock Class A | 400 | $100.53 | $40,212.00 |
DisclosureSEC source: 0001156375-16-000252 · edgardoc.xml · nonDerivative · entry 2 Suskind Dennis · CIK 0001361519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,099 Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 17:13 UTC | CME GROUP INC. CME · Entity 2909 | SaleCommon Stock Class A | 1,600 | $100.52 | $160,832.00 |
DisclosureSEC source: 0001156375-16-000252 · edgardoc.xml · nonDerivative · entry 1 Suskind Dennis · CIK 0001361519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,499 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.