Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RB GLOBAL INC.RBA · Entity 3351 | Director | September 17, 2026 | September 18, 2026 |
| ROLLINS INCROL · Entity 3301 | Director | April 28, 2026 | April 30, 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.
RB GLOBAL INC.
Report date September 17, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent Rights (2026 RSUs)SEC Table II · derivative / convertible security | Direct | 14 |
Reported balance
After 2026-09-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 8 · Balance 14 F1: Each dividend equivalent right represents a contingent right to receive the economic equivalent of one RBA common share. The dividend equivalent rights accrued in respect of the 2026 grant of restricted share units (RSU), and become exercisable proportionately with the restricted share units to which they relate. |
Filing footnotes · ownership attribution and instrument terms
F1: Each dividend equivalent right represents a contingent right to receive the economic equivalent of one RBA common share. The dividend equivalent rights accrued in respect of the 2026 grant of restricted share units (RSU), and become exercisable proportionately with the restricted share units to which they relate.
ROLLINS INC
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,324 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 2,692 · Balance 11,324 F1: The reported item represents an award of restricted stock granted to the Reporting Person under the Issuer's 2018 Stock Incentive Plan. The restricted stock award is based on a grant date value of $150,000 and vests immediately. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported item represents an award of restricted stock granted to the Reporting Person under the Issuer's 2018 Stock Incentive Plan. The restricted stock award is based on a grant date value of $150,000 and vests immediately.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Veritex Holdings, Inc.
Report date October 20, 2025 · Filed October 22, 2025
Section 16 reporting ended · disclosed 2025-10-22. 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 2025-10-20 transaction · row 1
1 source rowRow 1 · 2025-10-20 · Disposition to issuer · Disposed 33,986 · Balance 0 F1: On October 20, 2025, Huntington Bancshares Incorporated (Huntington) acquired the Issuer pursuant to the terms of that certain Agreement and Plan of Merger entered into by and between Huntington and the Issuer, dated as of July 13, 2025 (the Merger Agreement). Pursuant to the terms of the Merger Agreement, the Issuer merged with and into Huntington, with Huntington surviving such merger (the Merger). F2: Pursuant to the terms of the Merger Agreement, each share of Issuer common stock (other than certain excluded shares) outstanding immediately prior to the effective time of the Merger (the Effective Time) converted into the right to receive 1.95 shares of Huntington common stock (the Merger Consideration). |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-10-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-10-20 · Disposition to issuer · Disposed 3,128 · Balance 0 F3: Each restricted stock unit (RSU) represents a right to receive at settlement one share of common stock of the Company. F1: On October 20, 2025, Huntington Bancshares Incorporated (Huntington) acquired the Issuer pursuant to the terms of that certain Agreement and Plan of Merger entered into by and between Huntington and the Issuer, dated as of July 13, 2025 (the Merger Agreement). Pursuant to the terms of the Merger Agreement, the Issuer merged with and into Huntington, with Huntington surviving such merger (the Merger). F4: Pursuant to the terms of the Merger Agreement, each RSU outstanding immediately prior to the Effective Time was canceled and converted into the right to receive (without interest) a number of shares of Huntington common stock equal to the product of (i) the number of shares of Issuer common stock subject to such RSU immediately prior to the Effective Time, multiplied by (ii) the Exchange Ratio (as defined below), less any applicable tax withholdings. The ratio of 1.95 shares of Huntington common stock for one share of Issuer common stock is referred to as the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 20, 2025, Huntington Bancshares Incorporated (Huntington) acquired the Issuer pursuant to the terms of that certain Agreement and Plan of Merger entered into by and between Huntington and the Issuer, dated as of July 13, 2025 (the Merger Agreement). Pursuant to the terms of the Merger Agreement, the Issuer merged with and into Huntington, with Huntington surviving such merger (the Merger).
F2: Pursuant to the terms of the Merger Agreement, each share of Issuer common stock (other than certain excluded shares) outstanding immediately prior to the effective time of the Merger (the Effective Time) converted into the right to receive 1.95 shares of Huntington common stock (the Merger Consideration).
F3: Each restricted stock unit (RSU) represents a right to receive at settlement one share of common stock of the Company.
F4: Pursuant to the terms of the Merger Agreement, each RSU outstanding immediately prior to the Effective Time was canceled and converted into the right to receive (without interest) a number of shares of Huntington common stock equal to the product of (i) the number of shares of Issuer common stock subject to such RSU immediately prior to the Effective Time, multiplied by (ii) the Exchange Ratio (as defined below), less any applicable tax withholdings. The ratio of 1.95 shares of Huntington common stock for one share of Issuer common stock is referred to as the Exchange Ratio.
Veritiv Corp
Report date November 30, 2023 · Filed November 30, 2023
Section 16 reporting ended · disclosed 2023-11-30. 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 2023-11-30 transaction · row 1
1 source rowRow 1 · 2023-11-30 · Disposition to issuer · Disposed 3,580 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of August 6, 2023 (as it has been or may be amended, supplemented, waived or otherwise modified in accordance with its terms, the "Merger Agreement") by and among Veritiv Corporation (the "Company"), Verde Purchaser, LLC, a Delaware limited liability company ("Parent") that is affiliated with Clayton, Dubilier & Rice, LLC, and Verde Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent, on November 30, 2023 (the "Effective Time"), each issued and outstanding share of the Company's common stock, par value $0.01 per share ("Common Stock"), was cancelled and converted into the right to receive $170 per share in cash, without interest (the "Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of August 6, 2023 (as it has been or may be amended, supplemented, waived or otherwise modified in accordance with its terms, the "Merger Agreement") by and among Veritiv Corporation (the "Company"), Verde Purchaser, LLC, a Delaware limited liability company ("Parent") that is affiliated with Clayton, Dubilier & Rice, LLC, and Verde Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent, on November 30, 2023 (the "Effective Time"), each issued and outstanding share of the Company's common stock, par value $0.01 per share ("Common Stock"), was cancelled and converted into the right to receive $170 per share in cash, without interest (the "Merger Consideration").
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 |
|---|---|---|---|---|---|---|
| December 31, 2017 Filed Jan 2, 2018 17:51 UTC | Veritex Holdings, Inc. VBTX · Entity 74048 | Exercise / conversionRestricted Stock Units · Derivative | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001501570-18-000012 · wf-form4_151491545764467.xml · derivative · entry 2 Morrison Gregory B · CIK 0001707465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 375 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 represents a right to receive at settlement one share of common stock of the Company. F2 · derivative.exercise_date: On March 21, 2017 the reporting person was granted 1,500 restricted stock units which vest in four equal installments on the last calendar day for each quarter during 2017. F2 · derivative.expiration_date: On March 21, 2017 the reporting person was granted 1,500 restricted stock units which vest in four equal installments on the last calendar day for each quarter during 2017. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 17:51 UTC | Veritex Holdings, Inc. VBTX · Entity 74048 | Exercise / conversionCommon Stock | 375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001501570-18-000012 · wf-form4_151491545764467.xml · nonDerivative · entry 1 Morrison Gregory B · CIK 0001707465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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 represents a right to receive at settlement one share of common stock of the Company. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 21:00 UTC | Veritex Holdings, Inc. VBTX · Entity 74048 | Exercise / conversionRestricted Stock Units · Derivative | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001501570-17-000195 · wf-form4_150706439445985.xml · derivative · entry 2 Morrison Gregory B · CIK 0001707465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375 Underlying: Common Stock · 375 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 represents a right to receive at settlement one share of common stock of the Company. F2 · derivative.exercise_date: On March 21, 2017 the reporting person was granted 1,500 restricted stock units which vest in four equal installments on the last calendar day for each quarter during 2017. F2 · derivative.expiration_date: On March 21, 2017 the reporting person was granted 1,500 restricted stock units which vest in four equal installments on the last calendar day for each quarter during 2017. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 21:00 UTC | Veritex Holdings, Inc. VBTX · Entity 74048 | Exercise / conversionCommon Stock | 375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001501570-17-000195 · wf-form4_150706439445985.xml · nonDerivative · entry 1 Morrison Gregory B · CIK 0001707465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,125 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 represents a right to receive at settlement one share of common stock of the Company. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 21:01 UTC | Veritex Holdings, Inc. VBTX · Entity 74048 | Exercise / conversionRestricted Stock Units · Derivative | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001501570-17-000134 · wf-form4_149911564963853.xml · derivative · entry 2 Morrison Gregory B · CIK 0001707465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 375 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 represents a right to receive at settlement one share of common stock of the Company. F2 · derivative.exercise_date: On March 21, 2017 the reporting person was granted 1,500 restricted stock units which vest in four equal installments on the last calendar day for each quarter during 2017. F2 · derivative.expiration_date: On March 21, 2017 the reporting person was granted 1,500 restricted stock units which vest in four equal installments on the last calendar day for each quarter during 2017. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 21:01 UTC | Veritex Holdings, Inc. VBTX · Entity 74048 | Exercise / conversionCommon Stock | 375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001501570-17-000134 · wf-form4_149911564963853.xml · nonDerivative · entry 1 Morrison Gregory B · CIK 0001707465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 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 represents a right to receive at settlement one share of common stock of the Company. 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.