Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSURANT, INC.AIZ · Entity 3387 | Director | May 22, 2026 | May 26, 2026 |
| UNITED NATURAL FOODS INCUNFI · Entity 4293 | Director | October 08, 2026 | October 13, 2026 |
| WisdomTree, Inc.WT · Entity 4093 | Director | June 17, 2026 | June 18, 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.
ASSURANT, INC.
Report date May 22, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 668 |
Reported balance
After 2026-05-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 668 · Balance 668 F1: These shares are represented by restricted stock units. F2: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are represented by restricted stock units.
F2: Includes restricted stock units.
UNITED NATURAL FOODS INC
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,882 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 4,197 · Balance 28,882 F1: This restricted stock unit ("RSU") award was granted pursuant to the Fifth Amended and Restated Equity Incentive Plan and will fully vest on October 8, 2027. Each RSU represents the right to receive one share of common stock upon vesting in accordance with the terms of the reporting person's RSU agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock unit ("RSU") award was granted pursuant to the Fifth Amended and Restated Equity Incentive Plan and will fully vest on October 8, 2027. Each RSU represents the right to receive one share of common stock upon vesting in accordance with the terms of the reporting person's RSU agreement.
WisdomTree, Inc.
Report date June 17, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 62,571 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 5,509 · Balance 62,571 F1: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of her annual restricted stock award, the common stock underlying the RSUs will vest on June 17, 2027, and is payable on a one-for-one basis (one share of common stock for each RSU) upon the earlier of (i) a "separation from service" (as defined in Section 409A of the Internal Revenue Code of 1986, as amended (Code)) and (ii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of her annual restricted stock award, the common stock underlying the RSUs will vest on June 17, 2027, and is payable on a one-for-one basis (one share of common stock for each RSU) upon the earlier of (i) a "separation from service" (as defined in Section 409A of the Internal Revenue Code of 1986, as amended (Code)) and (ii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A).
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 |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 13, 2026 20:18 UTC | UNITED NATURAL FOODS INC UNFI · Entity 4293 | GrantCommon Stock | 4,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065705 · wk-form4_1791922701.xml · nonDerivative · entry 1 Blake Lynn S. · CIK 0001932079 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,882 F1 · shares: This restricted stock unit ("RSU") award was granted pursuant to the Fifth Amended and Restated Equity Incentive Plan and will fully vest on October 8, 2027. Each RSU represents the right to receive one share of common stock upon vesting in accordance with the terms of the reporting person's RSU agreement. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:20 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon stock | 5,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001932079-26-000002 · f4_a1eus0000096qbdmai-live.xml · nonDerivative · entry 1 Blake Lynn S. · CIK 0001932079 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,571 F1 · shares: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of her annual restricted stock award, the common stock underlying the RSUs will vest on June 17, 2027, and is payable on a one-for-one basis (one share of common stock for each RSU) upon the earlier of (i) a "separation from service" (as defined in Section 409A of the Internal Revenue Code of 1986, as amended (Code)) and (ii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A). Read SEC document |
| May 22, 2026 Filed May 26, 2026 20:56 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 668 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-239571 · ownership.xml · nonDerivative · entry 1 Blake Lynn S. · CIK 0001932079 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 668 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 21:39 UTC | UNITED NATURAL FOODS INC UNFI · Entity 4293 | GrantCommon Stock | 5,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058313 · wk-form4_1766180347.xml · nonDerivative · entry 1 Blake Lynn S. · CIK 0001932079 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,685 F1 · shares: This restricted stock unit ("RSU") award was granted pursuant to the Fifth Amended and Restated Equity Incentive Plan and will fully vest on December 18, 2026. Each RSU represents the right to receive one share of common stock upon vesting in accordance with the terms of the reporting person's RSU agreement. Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 19:43 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon stock | 9,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000353 · f4_a1eus000005xrhbma0-live.xml · nonDerivative · entry 1 Blake Lynn S. · CIK 0001932079 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,520 F1 · shares: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of her annual restricted stock award, the common stock underlying the RSUs will vest on June 17, 2026, and is payable on a one-for-one basis (one share of common stock for each RSU) upon the earliest of (i) a "separation from service" (as defined in Section 409A of the Internal Revenue Code of 1986, as amended (Code)) and (ii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A). Read SEC document |
| December 19, 2024 Filed Dec 20, 2024 21:18 UTC | UNITED NATURAL FOODS INC UNFI · Entity 4293 | GrantCommon Stock | 6,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001020859-24-000116 · wk-form4_1734729521.xml · nonDerivative · entry 1 Blake Lynn S. · CIK 0001932079 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,378 F1 · shares: This restricted stock unit ("RSU") award was granted pursuant to the Fourth Amended and Restated Equity Incentive Plan and will fully vest on December 19, 2025. Each RSU represents the right to receive one share of common stock upon vesting in accordance with the terms of the reporting person's RSU agreement. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 20:40 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon stock | 10,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000295 · f4_a1edp0000016qgima2-live.xml · nonDerivative · entry 1 Blake Lynn S. · CIK 0001932079 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,649 F1 · shares: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of her annual restricted stock award, the common stock underlying the RSUs will vest on June 12, 2025, and is payable on a one-for-one basis (one share of common stock for each RSU) upon the earliest of (i) July 31, 2025, (ii) a "separation from service" (as defined in Section 409A of the Internal Revenue Code of 1986, as amended (Code)) and (iii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A). Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 21:16 UTC | UNITED NATURAL FOODS INC UNFI · Entity 4293 | GrantCommon Stock | 12,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001020859-23-000147 · wk-form4_1703279755.xml · nonDerivative · entry 1 Blake Lynn S. · CIK 0001932079 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,892 F1 · shares: This restricted stock unit ("RSU") award was granted pursuant to the Third Amended and Restated 2020 Equity Incentive Plan and will fully vest on December 21, 2024. Each RSU represents the right to receive one share of common stock upon vesting in accordance with the terms of the reporting person's RSU agreement. Read SEC document |
| June 26, 2023 Filed Jun 27, 2023 20:30 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon stock | 14,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000383 · f4_a1e2k00000tmfzmuah-live.xml · nonDerivative · entry 1 Blake Lynn S. · CIK 0001932079 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,497 F1 · shares: Restricted stock units (RSUs) issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of her annual restricted stock award, the common stock underlying the RSUs will vest on June 26, 2024, and are payable on a one-for-one basis (one share of common stock for each RSU) upon the earliest of (i) July 31, 2025, (ii) a "separation from service" (as defined in Section 409A of the Internal Revenue Code of 1986, as amended (Code)) and (iii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A). Read SEC document |
| July 25, 2022 Filed Jul 26, 2022 18:31 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 19,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043193 · doc4.xml · nonDerivative · entry 1 Blake Lynn S. · CIK 0001932079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,835 F1 · shares: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Issuer's Non-Employee Directors' Deferred Compensation Program (the "Program") under the Issuer's 2022 Equity Plan (the "Plan"). In accordance with an election made by the Reporting Person to defer receipt of her annual restricted stock award under the Program, the shares of common stock underlying the RSUs will vest on July 15, 2023, and are payable on a one-for-one basis (i.e., one share of common stock for each RSU) upon the earliest of (i) July 31, 2025, (ii) a "separation from service" (as defined in Section 409A of the Internal Revenue Code of 1986, as amended (the "Code")) and (iii) a Sale Event (as defined in the Plan), so long as such Sale Event also constitutes a "change in the ownership or effective control" of the Issuer or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Section 409A of the Code). 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.