Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AlTi Global, Inc.ALTI · Entity 5344 | Director | June 16, 2026 | June 18, 2026 |
| KFORCE INCKFRC · Entity 4963 | Director | September 11, 2026 | September 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.
AlTi Global, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 96,408.576 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Exercise / conversion · Acquired 30,732.266 · Balance 96,408.576 F1: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-16 · Exercise / conversion · Disposed 30,732.266 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F2: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 34,736.476 |
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 34,736.476 · Balance 34,736.476 F1: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F3: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock.
F2: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026.
F3: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027.
KFORCE INC
Report date September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,565 |
Reported balance
After 2026-09-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-11 · Other · Acquired 38 · Balance 34,565 F1: The transaction is disclosing a change in the form of beneficial ownership from direct to indirect that is exempt from reporting under Rule 16a-13. F2: On July 24, 2026, the issuer declared a cash dividend of $0.40 per share of common stock, payable September 25, 2026 to all shareholders of record on September 11, 2026 (the "Dividend"). The additional shares of restricted stock were received by the reporting person in connection with the Dividend and will vest in accordance with the terms of the reporting person's outstanding restricted stock agreement(s). F3: Includes 4,858 shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction is disclosing a change in the form of beneficial ownership from direct to indirect that is exempt from reporting under Rule 16a-13.
F2: On July 24, 2026, the issuer declared a cash dividend of $0.40 per share of common stock, payable September 25, 2026 to all shareholders of record on September 11, 2026 (the "Dividend"). The additional shares of restricted stock were received by the reporting person in connection with the Dividend and will vest in accordance with the terms of the reporting person's outstanding restricted stock agreement(s).
F3: Includes 4,858 shares of restricted stock.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BOSTON PRIVATE FINANCIAL HOLDINGS INC
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 44,900.549 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer.
HESKA CORP
Report date June 13, 2023 · Filed June 14, 2023
Section 16 reporting ended · disclosed 2023-06-14. 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 2023-06-13 transaction · row 1
1 source rowRow 1 · 2023-06-13 · Disposition to issuer · Disposed 4,726 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of March 31, 2023, by and among the Issuer, Antech Diagnostics, Inc., a California corporation ("Acquiror"), Helsinki Merger Sub LLC, a Delaware limited liability company and a wholly-owned subsidiary of Acquiror, and, solely for purposes of Section 9.15 of the Merger Agreement, Mars, Incorporated, a Delaware corporation, in exchange for cash consideration of $120.00 per share of common stock of the Issuer the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of March 31, 2023, by and among the Issuer, Antech Diagnostics, Inc., a California corporation ("Acquiror"), Helsinki Merger Sub LLC, a Delaware limited liability company and a wholly-owned subsidiary of Acquiror, and, solely for purposes of Section 9.15 of the Merger Agreement, Mars, Incorporated, a Delaware corporation, in exchange for cash consideration of $120.00 per share of common stock of the Issuer the effective date of the merger.
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 |
|---|---|---|---|---|---|---|
| November 15, 2016 Filed Nov 16, 2016 16:24 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 363 | $15.28 | $5,546.64 |
DisclosureSEC source: 0000821127-16-000238 · wf-form4_147933144106151.xml · nonDerivative · entry 1 FURLONG MARK F · CIK 0001131355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,363 Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 20:20 UTC | KFORCE INC KFRC · Entity 4963 | OtherCommon Stock | 34 | $0.00 | $0.00 |
DisclosureSEC source: 0000930420-16-000521 · wf-form4_147379802292314.xml · nonDerivative · entry 1 FURLONG MARK F · CIK 0001131355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,714 F1 · kind: The transaction is disclosing a dividend that is exempt from reporting under Rule 16a. F2 · shares: On July 29, 2016, the issuer declared a cash dividend of $0.12 per share of common stock, payable September 23, 2016 to all shareholders of record on September 9, 2016 (the "Dividend"). In accordance with the terms of the Restricted Stock Agreement dated April 29, 2016, 34 additional shares of restricted stock were received by the reporting person in connection with the Dividend. The additional shares of restricted stock will vest on April 29, 2017. F3 · balance_after: Includes 5,328 shares of restricted stock. 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.