Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brighthouse Financial, Inc.BHF · Entity 1737 | EVP & Chief Operating Officer | May 23, 2018 | May 25, 2018 |
| CITIZENS, INC.CIA · Entity 6336 | Director | June 17, 2026 | June 22, 2026 |
| METLIFE INCMET · Entity 488 | EVP & Chief Accounting Officer | March 01, 2017 | March 03, 2017 |
| MIMEDX GROUP, INC.MDXG · Entity 5271 | Chief Financial Officer | May 10, 2023 | May 12, 2023 |
| Spectral AI, Inc.MDAI · Entity 7203 | Director · Chief Executive Officer | May 10, 2024 | May 13, 2024 |
| WHITE MOUNTAINS INSURANCE GROUP LTDWTM · Entity 3904 | Director | May 21, 2026 | May 22, 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.
Brighthouse Financial, Inc.
Report date May 23, 2018 · Filed May 25, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 44,004 |
Reported balance
After 2018-05-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-05-23 · Grant · Acquired 44,004 · Balance 44,004 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2: The award of RSUs was authorized on August 9, 2017, to be effective on September 8, 2017. The award was subject to approval by stockholders of BHF of the Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan (the "Employee Plan"). The Employee Plan was approved by stockholders of BHF on May 23, 2018. F3: The RSUs will vest on September 30, 2018. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,480 |
Reported balance
After 2018-05-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-23 · Grant · Acquired 7,480 · Balance 7,480 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F4: RSU and Stock Option awards were authorized on February 16, 2018, to be effective on March 1, 2018. These awards were subject to approval by stockholders of BHF of the Employee Plan, which was obtained on May 23, 2018. F5: The RSUs will vest in three substantially equal installments on March 1, 2019, March 1, 2020 and March 1, 2021. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.47 · Expires 2028-02-29 | Direct | 24,570 |
Reported balance
After 2018-05-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-05-23 · Grant · Acquired 24,570 · Balance 24,570 F4: RSU and Stock Option awards were authorized on February 16, 2018, to be effective on March 1, 2018. These awards were subject to approval by stockholders of BHF of the Employee Plan, which was obtained on May 23, 2018. F6: The Stock Options become exercisable in three substantially equal installments on March 1, 2019, March 1, 2020 and March 1, 2021. |
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: The award of RSUs was authorized on August 9, 2017, to be effective on September 8, 2017. The award was subject to approval by stockholders of BHF of the Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan (the "Employee Plan"). The Employee Plan was approved by stockholders of BHF on May 23, 2018.
F3: The RSUs will vest on September 30, 2018.
F4: RSU and Stock Option awards were authorized on February 16, 2018, to be effective on March 1, 2018. These awards were subject to approval by stockholders of BHF of the Employee Plan, which was obtained on May 23, 2018.
F5: The RSUs will vest in three substantially equal installments on March 1, 2019, March 1, 2020 and March 1, 2021.
F6: The Stock Options become exercisable in three substantially equal installments on March 1, 2019, March 1, 2020 and March 1, 2021.
CITIZENS, INC.
Report date June 17, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 12,012 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Exercise / conversion · Acquired 12,012 · Balance 12,012 F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-17 · Exercise / conversion · Disposed 12,012 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2: On June 17, 2025, the reporting person was granted 12,012 restricted stock units, vesting on June 17, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,042 |
Reported balance
After 2026-06-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-17 · Grant · Acquired 7,042 · Balance 7,042 F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F3: On June 17, 2026, the reporting person was granted 7,042 restricted stock units, vesting on June 17, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock.
F2: On June 17, 2025, the reporting person was granted 12,012 restricted stock units, vesting on June 17, 2026.
F3: On June 17, 2026, the reporting person was granted 7,042 restricted stock units, vesting on June 17, 2027.
METLIFE INC
Report date March 01, 2017 · Filed March 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,558 |
Ending reported balance
After 2017-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-03-01 · Exercise / conversion · Acquired 1,735 · Balance 35,200 F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Row 2 · 2017-03-01 · Tax withholding · Disposed 642 · Balance 34,558 F2: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share unit payout. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,471 |
Reported balance
After 2017-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-03-01 · Exercise / conversion · Disposed 1,735 · Balance 3,471 F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F3: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock.
F2: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share unit payout.
F3: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier.
MIMEDX GROUP, INC.
Report date May 10, 2023 · Filed May 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 656,435 |
Reported balance
After 2023-05-10 transaction · row 1
1 source rowRow 1 · 2023-05-10 · Sale · Disposed 5,976 · Balance 656,435 F1: The reported shares were sold in connection with the vesting of a previously granted restricted stock unit award, as required by company policy, with proceeds being used to cover the Reporting Person's tax withholding liability in connection with the vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares were sold in connection with the vesting of a previously granted restricted stock unit award, as required by company policy, with proceeds being used to cover the Reporting Person's tax withholding liability in connection with the vesting.
Spectral AI, Inc.
Report date May 10, 2024 · Filed May 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,411 |
Reported balance
After 2024-05-10 transaction · row 1
1 source rowRow 1 · 2024-05-10 · Grant · Acquired 29,411 · Balance 29,411 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.69 to $1.78 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 purchased at each separate price within the range set forth in this footnote. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-01-03 | Direct | 150,000 |
Reported balance
Holding disclosure · report date 2024-05-10 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 150,000 F2: 50% of RSUs vest on a time-based vesting schedule with 33% of the RSUs vesting on 1/3/2025, 33% vest on 1/3/2026, and the remainder vest on 1/3/2027. The remainder vest pursuant to certain performance-based metrics. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-02-29 | Direct | 150,000 |
Reported balance
Holding disclosure · report date 2024-05-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 150,000 F3: 50% of RSUs vest on a time-based vesting schedule with 33% of the RSUs vesting on 2/28/2025, 33% vest on 2/28/2026, and the remainder vest on 2/28/2027. The remainder vest pursuant to certain performance-based metrics. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.69 to $1.78 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 purchased at each separate price within the range set forth in this footnote.
F2: 50% of RSUs vest on a time-based vesting schedule with 33% of the RSUs vesting on 1/3/2025, 33% vest on 1/3/2026, and the remainder vest on 1/3/2027. The remainder vest pursuant to certain performance-based metrics.
F3: 50% of RSUs vest on a time-based vesting schedule with 33% of the RSUs vesting on 2/28/2025, 33% vest on 2/28/2026, and the remainder vest on 2/28/2027. The remainder vest pursuant to certain performance-based metrics.
WHITE MOUNTAINS INSURANCE GROUP LTD
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 852 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 135 · Balance 852 F1: Annual Director Share Award |
Filing footnotes · ownership attribution and instrument terms
F1: Annual Director Share Award
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 23, 2016 Filed Dec 28, 2016 21:17 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $38.29 | $0.00 |
DisclosureSEC source: 0001209191-16-156889 · doc4.xml · derivative · entry 5 Carlson Peter M · CIK 0001379320 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2022-02-27 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. F4 · derivative.exercise_date: The options became exercisable in three equal installments on February 28, 2013, 2014 and 2015. Read SEC document |
| December 23, 2016 Filed Dec 28, 2016 21:17 UTC | METLIFE INC MET · Entity 488 | SaleCommon Stock | 13,636 | $54.32 | $740,669.34 |
DisclosureSEC source: 0001209191-16-156889 · doc4.xml · nonDerivative · entry 4 Carlson Peter M · CIK 0001379320 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,914 F1 · price: The price reported is the weighted average price of the aggregate number of shares sold in multiple open market transactions. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3) to this Form 4. F3 · price: The shares were sold in multiple transactions at prices ranging from $54.18 to $54.46, inclusive. Read SEC document |
| December 23, 2016 Filed Dec 28, 2016 21:17 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 13,636 | $34.86 | $475,350.96 |
DisclosureSEC source: 0001209191-16-156889 · doc4.xml · nonDerivative · entry 3 Carlson Peter M · CIK 0001379320 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,550 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. Read SEC document |
| December 23, 2016 Filed Dec 28, 2016 21:17 UTC | METLIFE INC MET · Entity 488 | SaleCommon Stock | 10,000 | $54.32 | $543,150.00 |
DisclosureSEC source: 0001209191-16-156889 · doc4.xml · nonDerivative · entry 2 Carlson Peter M · CIK 0001379320 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,914 F1 · price: The price reported is the weighted average price of the aggregate number of shares sold in multiple open market transactions. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3) to this Form 4. F2 · price: The shares were sold in multiple transactions at prices ranging from $54.21 to $54.52, inclusive. Read SEC document |
| December 23, 2016 Filed Dec 28, 2016 21:17 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 10,000 | $38.29 | $382,900.00 |
DisclosureSEC source: 0001209191-16-156889 · doc4.xml · nonDerivative · entry 1 Carlson Peter M · CIK 0001379320 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,914 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. 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.