Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Corebridge Financial, Inc.CRBG · Entity 3379 | Director | June 18, 2026 | June 22, 2026 |
| Organon & Co.OGN · Entity 4115 | Director | June 12, 2026 | June 15, 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.
Corebridge Financial, Inc.
Report date June 18, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,136 |
Reported balance
After 2026-06-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 6,553 · Balance 19,136 F1: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service. F2: Includes 19,136 DSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service.
F2: Includes 19,136 DSUs.
Organon & Co.
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 81,141.135 |
Reported balance
After 2026-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-12 · Grant · Acquired 17,857.143 · Balance 81,141.135 F1: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1. F2: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F3: Holdings include phantom stock acquired in dividend reinvestment transactions on September 11, 2025, December 11, 2025, March 12, 2026 and June 11, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1.
F2: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan.
F3: Holdings include phantom stock acquired in dividend reinvestment transactions on September 11, 2025, December 11, 2025, March 12, 2026 and June 11, 2026.
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 |
|---|---|---|---|---|---|---|
| June 18, 2026 Filed Jun 22, 2026 20:14 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | GrantCommon Stock | 6,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-044634 · wk-form4_1782159260.xml · nonDerivative · entry 1 Leone Deborah R · CIK 0001859703 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,136 F1 · shares: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service. F2 · balance_after: Includes 19,136 DSUs. Read SEC document |
| June 12, 2026 Filed Jun 15, 2026 20:37 UTC | Organon & Co. OGN · Entity 4115 | GrantPhantom Stock · Derivative | 17,857.143 | $13.44 | $240,000.00 |
DisclosureSEC source: 0001628280-26-043243 · wk-form4_1781555861.xml · derivative · entry 1 Leone Deborah R · CIK 0001859703 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,141.135 Underlying: Common Stock · 17,857.143 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1. F2 · derivative.exercise_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F2 · derivative.expiration_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F3 · balance_after: Holdings include phantom stock acquired in dividend reinvestment transactions on September 11, 2025, December 11, 2025, March 12, 2026 and June 11, 2026. Read SEC document |
| June 13, 2025 Filed Jun 16, 2025 22:01 UTC | Organon & Co. OGN · Entity 4115 | GrantPhantom Stock · Derivative | 23,904.382 | $10.04 | $240,000.00 |
DisclosureSEC source: 0001821825-25-000057 · wk-form4_1750111308.xml · derivative · entry 1 Leone Deborah R · CIK 0001859703 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,702.655 Underlying: Common Stock · 23,904.382 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1. F2 · derivative.exercise_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F2 · derivative.expiration_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F3 · balance_after: Holdings include phantom stock units acquired in dividend reinvestment transactions on June 13, 2024, September 12, 2024, December 12, 2024, March 13, 2025 and June 12, 2025. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 01:18 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | GrantCommon Stock | 5,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029491 · wk-form4_1749086311.xml · nonDerivative · entry 1 Leone Deborah R · CIK 0001859703 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,583 F1 · shares: Reflects deferred stock units (DSUs) granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service or, if later, upon the first anniversary of the director's commencement of service. F2 · balance_after: Includes 12,583 DSUs. Read SEC document |
| June 21, 2024 Filed Jun 25, 2024 20:32 UTC | Corebridge Financial, Inc. CRBG · Entity 3379 | GrantCommon Stock | 7,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-031315 · form4.xml · nonDerivative · entry 1 Leone Deborah R · CIK 0001859703 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,576 F1 · shares: Reflects deferred stock units ("DSUs") granted under the Corebridge Financial, Inc. 2022 Omnibus Incentive Plan exempt under Rule 16b-3. Each DSU represents a right to receive one share of common stock of the Issuer upon the director's termination of service or, if later, upon the first anniversary of the director's commencement of service. F2 · balance_after: Includes deferred stock units. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 19:17 UTC | Organon & Co. OGN · Entity 4115 | GrantPhantom Stock · Derivative | 9,638.554 | $20.75 | $200,000.00 |
DisclosureSEC source: 0001821825-24-000075 · wk-form4_1718133420.xml · derivative · entry 1 Leone Deborah R · CIK 0001859703 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,454.815 Underlying: Common Stock · 9,638.554 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1. F2 · derivative.exercise_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F2 · derivative.expiration_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F3 · balance_after: Holdings include phantom stock acquired in dividend reinvestment transactions on June 15, 2023, September 14, 2023, December 14, 2023 and March 14, 2024. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 20:54 UTC | Organon & Co. OGN · Entity 4115 | GrantPhantom Stock · Derivative | 10,086 | $19.83 | $200,005.38 |
DisclosureSEC source: 0001209191-23-036783 · doc4.xml · derivative · entry 2 Leone Deborah R · CIK 0001859703 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,285 Underlying: Common Stock · 10,086 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1. F2 · derivative.exercise_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F2 · derivative.expiration_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F3 · balance_after: Holdings include phantom stock acquired in dividend reinvestment transactions on June 16, 2022, September 15, 2022, December 15, 2022 and March 16, 2023. Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 23:38 UTC | Organon & Co. OGN · Entity 4115 | GrantPhantom Stock · Derivative | 5,640 | $35.46 | $199,994.40 |
DisclosureSEC source: 0001104659-22-071139 · tm2218336-7_4seq1.xml · derivative · entry 2 Leone Deborah R · CIK 0001859703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,638 Underlying: Common Stock · 5,640 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1. F2 · derivative.exercise_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F2 · derivative.expiration_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F3 · balance_after: Holdings include phantom stock acquired in dividend reinvestment transactions on September 13, 2021, December 16, 2021 and March 17, 2022. Read SEC document |
| June 04, 2021 Filed Jun 9, 2021 00:37 UTC | Organon & Co. OGN · Entity 4115 | GrantPhantom Stock · Derivative | 8,772 | $36.05 | $316,230.60 |
DisclosureSEC source: 0000899243-21-022678 · doc4.xml · derivative · entry 2 Leone Deborah R · CIK 0001859703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,772 Underlying: Common Stock · 8,772 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Consists of (i) a one-time grant of 5,549 phantom units awarded in connection with the Separation, which units will vest in full on the earlier of the one-year anniversary of the Separation or Organon's first annual shareholders meeting after the Separation, and (ii) a pro-rata portion of the annual equity retainer in the form of 3,223 phantom units, which units are fully vested. Phantom units are granted under the Organon Non-Employee Director Savings Plan and are payable in cash upon settlement no sooner than one year after service as a director ceases. F3 · derivative.expiration_date: Consists of (i) a one-time grant of 5,549 phantom units awarded in connection with the Separation, which units will vest in full on the earlier of the one-year anniversary of the Separation or Organon's first annual shareholders meeting after the Separation, and (ii) a pro-rata portion of the annual equity retainer in the form of 3,223 phantom units, which units are fully vested. Phantom units are granted under the Organon Non-Employee Director Savings Plan and are payable in cash upon settlement no sooner than one year after service as a director ceases. 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.