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To My Chi

Disclosed activity across 2 companies

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34991
SEC CIK
0001947475

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
REINSURANCE GROUP OF AMERICA INCRGA · Entity 2716EVP, Chief Legal OfficerJune 06, 2026June 29, 2026
Voya Financial, Inc.VOYA · Entity 3571See RemarksFebruary 18, 2025February 20, 2025

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.

REINSURANCE GROUP OF AMERICA INC

Report date June 06, 2026 · Filed June 29, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect3,525 Ending reported balance After 2026-06-25 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-06-06 · Exercise / conversion · Acquired 5,661 · Balance 6,040

F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's common stock upon settlement.

F2: Restricted share units settle in common stock, and vest in 33 and 1/3% increments over three (3) years on each grant date, fully vesting on June 6, 2028, in accordance with the Reinsurance Group of America, Incorporated Flexible Stock Plan, as amended and restated effective May 21, 2025.

Row 2 · 2026-06-25 · Tax withholding · Disposed 2,515 · Balance 3,525

F3: Shares of common stock delivered to Issuer as payment for taxes withheld. The reported share price of $207.79, was the closing price on June 24, 2026, and was the price used for tax withholding purposes.

Restricted Stock Unit Special Grant - June 2025SEC Table II · derivative / convertible securityDirect11,323 Reported balance After 2026-06-06 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-06-06 · Exercise / conversion · Disposed 5,661 · Balance 11,323

F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's common stock upon settlement.

F2: Restricted share units settle in common stock, and vest in 33 and 1/3% increments over three (3) years on each grant date, fully vesting on June 6, 2028, in accordance with the Reinsurance Group of America, Incorporated Flexible Stock Plan, as amended and restated effective May 21, 2025.

Filing footnotes · ownership attribution and instrument terms

F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's common stock upon settlement.

F2: Restricted share units settle in common stock, and vest in 33 and 1/3% increments over three (3) years on each grant date, fully vesting on June 6, 2028, in accordance with the Reinsurance Group of America, Incorporated Flexible Stock Plan, as amended and restated effective May 21, 2025.

F3: Shares of common stock delivered to Issuer as payment for taxes withheld. The reported share price of $207.79, was the closing price on June 24, 2026, and was the price used for tax withholding purposes.

Voya Financial, Inc.

Report date February 18, 2025 · Filed February 20, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect8,155 Ending reported balance After 2025-02-18 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2025-02-18 · Exercise / conversion · Acquired 5,696 · Balance 11,368

F1: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awareded as compensation.

Row 2 · 2025-02-18 · Tax withholding · Disposed 3,213 · Balance 8,155

Performance Stock UnitSEC Table II · derivative / convertible securityDirect30,165 Reported balance After 2025-02-18 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2025-02-18 · Grant · Acquired 9,090 · Balance 30,165

F2: The stock units will vest based on their respective award agreements.

F3: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect26,174 Reported balance After 2025-02-18 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2025-02-18 · Grant · Acquired 8,028 · Balance 26,174

F2: The stock units will vest based on their respective award agreements.

F4: 1/3 of the restricted stock units will vest on 1/3 on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 18, 2025.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect20,478 Reported balance After 2025-02-18 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2025-02-18 · Exercise / conversion · Disposed 5,696 · Balance 20,478

F5: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awareded as compensation.

F2: The stock units will vest based on their respective award agreements.

F3: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

F4: 1/3 of the restricted stock units will vest on 1/3 on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 18, 2025.

F5: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

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
June 25, 2026 Filed Jun 29, 2026 21:21 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Tax withholdingCommon Stock 2,515 $207.79 $522,591.85
Disclosure

SEC source: 0001628280-26-046075 · wk-form4_1782768083.xml · nonDerivative · entry 2

To My Chi · CIK 0001947475 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,525

F3 · price: Shares of common stock delivered to Issuer as payment for taxes withheld. The reported share price of $207.79, was the closing price on June 24, 2026, and was the price used for tax withholding purposes.

Read SEC document
June 06, 2026 Filed Jun 29, 2026 21:21 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Exercise / conversionRestricted Stock Unit Special Grant - June 2025 · Derivative 5,661 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-046075 · wk-form4_1782768083.xml · derivative · entry 3

To My Chi · CIK 0001947475 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,323

Underlying: Common Stock · 5,661 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 RSU represents a contingent right to receive one (1) share of the Issuer's common stock upon settlement.

F2 · derivative.expiration_date: Restricted share units settle in common stock, and vest in 33 and 1/3% increments over three (3) years on each grant date, fully vesting on June 6, 2028, in accordance with the Reinsurance Group of America, Incorporated Flexible Stock Plan, as amended and restated effective May 21, 2025.

Read SEC document
June 06, 2026 Filed Jun 29, 2026 21:21 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Exercise / conversionCommon Stock 5,661 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-046075 · wk-form4_1782768083.xml · nonDerivative · entry 1

To My Chi · CIK 0001947475 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,040

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 · shares: Each RSU represents a contingent right to receive one (1) share of the Issuer's common stock upon settlement.

F2 · shares: Restricted share units settle in common stock, and vest in 33 and 1/3% increments over three (3) years on each grant date, fully vesting on June 6, 2028, in accordance with the Reinsurance Group of America, Incorporated Flexible Stock Plan, as amended and restated effective May 21, 2025.

F1 · price: Each RSU represents a contingent right to receive one (1) share of the Issuer's common stock upon settlement.

F2 · price: Restricted share units settle in common stock, and vest in 33 and 1/3% increments over three (3) years on each grant date, fully vesting on June 6, 2028, in accordance with the Reinsurance Group of America, Incorporated Flexible Stock Plan, as amended and restated effective May 21, 2025.

Read SEC document
March 19, 2026 Filed Apr 28, 2026 01:20 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 GrantStock Appreciation Right (right to purchase) 2026 · Derivative 3,457 $0.00 Strike: $200.50 $0.00
Disclosure

SEC source: 0001628280-26-027704 · wk-form4_1777339241.xml · derivative · entry 2

To My Chi · CIK 0001947475 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,457

Underlying: Common Stock · 3,457 shares

Expires 2036-03-19

F1 · derivative.exercise_price: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

F1 · derivative.exercise_date: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

Read SEC document
March 19, 2026 Filed Apr 28, 2026 01:20 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 GrantRestricted Share Unit - March 2026 · Derivative 1,197 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-027704 · wk-form4_1777339241.xml · derivative · entry 1

To My Chi · CIK 0001947475 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,197

Underlying: Common Stock · 1,197 shares

Expires not disclosed

F1 · derivative.exercise_price: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

F1 · derivative.exercise_date: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

F1 · derivative.expiration_date: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

Read SEC document
January 15, 2026 Filed Jan 21, 2026 01:22 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Exercise / conversionRestricted Stock Unit - June 2025 · Derivative 647 Not disclosed Strike: $206.07 Not disclosed
Disclosure

SEC source: 0001628280-26-002778 · wk-form4_1768958540.xml · derivative · entry 3

To My Chi · CIK 0001947475 · EVP, CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 647 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

F1 · price: Restricted share units granted on June 6, 2025, vest in 33 and 1/3% increments over three years, beginning on December 31, 2025, and fully vesting on December 31, 2027.

F1 · derivative.expiration_date: Restricted share units granted on June 6, 2025, vest in 33 and 1/3% increments over three years, beginning on December 31, 2025, and fully vesting on December 31, 2027.

Read SEC document
January 15, 2026 Filed Jan 21, 2026 01:22 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Tax withholdingCommon Stock 268 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-002778 · wk-form4_1768958540.xml · nonDerivative · entry 2

To My Chi · CIK 0001947475 · EVP, CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 379

F1 · shares: Restricted share units granted on June 6, 2025, vest in 33 and 1/3% increments over three years, beginning on December 31, 2025, and fully vesting on December 31, 2027.

F1 · price: Restricted share units granted on June 6, 2025, vest in 33 and 1/3% increments over three years, beginning on December 31, 2025, and fully vesting on December 31, 2027.

Read SEC document
January 15, 2026 Filed Jan 21, 2026 01:22 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 GrantCommon Stock 647 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-002778 · wk-form4_1768958540.xml · nonDerivative · entry 1

To My Chi · CIK 0001947475 · EVP, CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 647

F1 · shares: Restricted share units granted on June 6, 2025, vest in 33 and 1/3% increments over three years, beginning on December 31, 2025, and fully vesting on December 31, 2027.

F2 · shares: Each restricted share unit represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

F1 · price: Restricted share units granted on June 6, 2025, vest in 33 and 1/3% increments over three years, beginning on December 31, 2025, and fully vesting on December 31, 2027.

F2 · price: Each restricted share unit represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

Read SEC document
June 06, 2025 Filed Jun 10, 2025 22:41 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 GrantStock Appreciation Right (right to purchase) 2025 · Derivative 5,149 $206.07 Strike: $206.07 $1,061,054.43
Disclosure

SEC source: 0000898174-25-000124 · wk-form4_1749595291.xml · derivative · entry 3

To My Chi · CIK 0001947475 · EVP, CLO & Corp. Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,149

Underlying: Common Stock · 5,149 shares

Expires 2035-06-06

F3 · derivative.exercise_date: Stock appreciation rights and restricted stock units settle in Common Stock, and vest 8/32nds on December 31, 2025, 12/32nds on December 31, 2026 and 12/32nds on December 31, 2027.

Read SEC document
June 06, 2025 Filed Jun 10, 2025 22:41 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 GrantRestricted Stock Unit - June 2025 · Derivative 1,941 $206.07 Strike: $206.07 $399,981.87
Disclosure

SEC source: 0000898174-25-000124 · wk-form4_1749595291.xml · derivative · entry 2

To My Chi · CIK 0001947475 · EVP, CLO & Corp. Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,941

Underlying: Common Stock · 1,941 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

F3 · derivative.expiration_date: Stock appreciation rights and restricted stock units settle in Common Stock, and vest 8/32nds on December 31, 2025, 12/32nds on December 31, 2026 and 12/32nds on December 31, 2027.

Read SEC document
June 06, 2025 Filed Jun 10, 2025 22:41 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 GrantRestricted Stock Unit Special Grant - June 2025 · Derivative 16,984 $206.07 Strike: $206.07 $3,499,892.88
Disclosure

SEC source: 0000898174-25-000124 · wk-form4_1749595291.xml · derivative · entry 1

To My Chi · CIK 0001947475 · EVP, CLO & Corp. Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,984

Underlying: Common Stock · 16,984 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

F2 · derivative.expiration_date: This one-time special restricted stock unit award, settles in Common Stock. It vests in three equal annual installments, beginning on the first anniversary of the grant date and fully vests on June 6, 2028.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:24 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionRestricted Stock Units · Derivative 5,696 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005993 · form4.xml · derivative · entry 5

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,478

Underlying: Common Stock · 5,696 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.

F5 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F5 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F5 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:24 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantRestricted Stock Units · Derivative 8,028 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005993 · form4.xml · derivative · entry 4

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,174

Underlying: Common Stock · 8,028 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F4 · derivative.exercise_date: 1/3 of the restricted stock units will vest on 1/3 on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 18, 2025.

F4 · derivative.expiration_date: 1/3 of the restricted stock units will vest on 1/3 on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 18, 2025.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:24 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantPerformance Stock Unit · Derivative 9,090 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005993 · form4.xml · derivative · entry 3

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,165

Underlying: Common Stock · 9,090 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:24 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 3,213 $75.67 $243,127.71
Disclosure

SEC source: 0001127602-25-005993 · form4.xml · nonDerivative · entry 2

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,155

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:24 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 5,696 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005993 · form4.xml · nonDerivative · entry 1

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,368

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: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awareded as compensation.

Read SEC document
October 24, 2024 Filed Oct 28, 2024 20:17 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionRestricted Stock Units · Derivative 3,818 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026026 · form4.xml · derivative · entry 3

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,146

Underlying: Common Stock · 3,818 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

F2 · derivative.exercise_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

F2 · derivative.expiration_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
October 24, 2024 Filed Oct 28, 2024 20:17 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 2,112 $81.20 $171,494.40
Disclosure

SEC source: 0001127602-24-026026 · form4.xml · nonDerivative · entry 2

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,672

Read SEC document
October 24, 2024 Filed Oct 28, 2024 20:17 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 3,818 $81.20 $310,021.60
Disclosure

SEC source: 0001127602-24-026026 · form4.xml · nonDerivative · entry 1

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,784

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 · shares: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awareded as compensation.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 21:43 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantPerformance Stock Unit · Derivative 10,954 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006686 · form4.xml · derivative · entry 3

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,075

Underlying: Common Stock · 10,954 shares

Expires not disclosed

F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 16, 2027), can range from 0% to 150% of the number presented above.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 16, 2027), can range from 0% to 150% of the number presented above.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 21:43 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantRestricted Stock Units · Derivative 8,805 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006686 · form4.xml · derivative · entry 2

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,964

Underlying: Common Stock · 8,805 shares

Expires not disclosed

F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F2 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

F2 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 21:47 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionRestricted Stock Units · Derivative 2,761 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006333 · form4.xml · derivative · entry 3

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,159

Underlying: Common Stock · 2,761 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F2 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F2 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 21:47 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 1,158 $70.14 $81,222.12
Disclosure

SEC source: 0001127602-24-006333 · form4.xml · nonDerivative · entry 2

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,966

Read SEC document
February 20, 2024 Filed Feb 22, 2024 21:47 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 2,761 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006333 · form4.xml · nonDerivative · entry 1

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,124

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: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awareded as compensation.

Read SEC document
October 24, 2023 Filed Oct 25, 2023 20:37 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionRestricted Stock Units · Derivative 3,818 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-026236 · form4.xml · derivative · entry 3

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,920

Underlying: Common Stock · 3,818 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

F2 · derivative.exercise_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

F2 · derivative.expiration_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

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October 24, 2023 Filed Oct 25, 2023 20:37 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 1,455 $66.30 $96,466.50
Disclosure

SEC source: 0001127602-23-026236 · form4.xml · nonDerivative · entry 2

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,363

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October 24, 2023 Filed Oct 25, 2023 20:37 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 3,818 $66.30 $253,133.40
Disclosure

SEC source: 0001127602-23-026236 · form4.xml · nonDerivative · entry 1

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,818

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 · shares: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awareded as compensation.

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February 22, 2023 Filed Feb 24, 2023 21:11 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantRestricted Stock Units · Derivative 8,283 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-007035 · form4.xml · derivative · entry 2

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,738

Underlying: Common Stock · 8,283 shares

Expires not disclosed

F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F3 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 20, 2024, 1/3 on February 18, 2025 and 1/3 on February 17, 2026.

F3 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 20, 2024, 1/3 on February 18, 2025 and 1/3 on February 17, 2026.

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February 22, 2023 Filed Feb 24, 2023 21:11 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantPerformance-Based Stock Options · Derivative 10,121 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-007035 · form4.xml · derivative · entry 1

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,121

Underlying: Common Stock · 10,121 shares

Expires not disclosed

F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F2 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 17, 2026) can range from 0% to 150% of the number presented above.

F2 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 17, 2026) can range from 0% to 150% of the number presented above.

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October 24, 2022 Filed Oct 25, 2022 20:12 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantRestricted Stock Units · Derivative 11,455 $65.47 $749,958.85
Disclosure

SEC source: 0001127602-22-024340 · form4.xml · derivative · entry 1

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,455

Underlying: Common Stock · 11,455 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units were awarded as compensation and convert to common stock on a 1 to 1 basis upon the vesting date.

F2 · derivative.exercise_date: 1/3 of the restricted stock units will vest on October 24, 2023, 1/3 on October 24, 2024 and 1/3 on October 24, 2025.

F2 · derivative.expiration_date: 1/3 of the restricted stock units will vest on October 24, 2023, 1/3 on October 24, 2024 and 1/3 on October 24, 2025.

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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.