Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| StoneX Group Inc.SNEX · Entity 3627 | President | September 10, 2026 | September 11, 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.
StoneX Group Inc.
Report date September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 324,242 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Gift · Disposed 500 · Balance 324,242 |
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 |
|---|---|---|---|---|---|---|
| September 14, 2023 Filed Sep 18, 2023 20:18 UTC | StoneX Group Inc. SNEX · Entity 3627 | SaleCommon Stock | 7,631 | $93.09 | $710,380.47 |
DisclosureSEC source: 0000913760-23-000128 · wk-form4_1695068277.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · President and CEO - subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,900 F1 · price: The price reported represents an average price. The Reporting Person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:16 UTC | StoneX Group Inc. SNEX · Entity 3627 | GrantRestricted Shares of Common Stock | 12,481 | $0.00 | $0.00 |
DisclosureSEC source: 0000913760-22-000193 · wf-form4_167148783577836.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · President/CEO - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,531 F1 · security: Shares issued pursuant to the terms of the Company's Executive Performance Plan. Shares vest equally on anniversary in years one, two and three. Read SEC document |
| August 11, 2022 Filed Aug 12, 2022 21:04 UTC | StoneX Group Inc. SNEX · Entity 3627 | SaleCommon Stock | 4,489 | $92.65 | $415,922.46 |
DisclosureSEC source: 0000913760-22-000137 · wf-form4_166033822733637.xml · nonDerivative · entry 2 Lyon Charles M · CIK 0001620576 · President/CEO - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,050 F1 · price: The price reported represents an average price. The Reporting Person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 21:04 UTC | StoneX Group Inc. SNEX · Entity 3627 | SaleCommon Stock | 3,511 | $92.27 | $323,948.38 |
DisclosureSEC source: 0000913760-22-000137 · wf-form4_166033822733637.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · President/CEO - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,539 F1 · price: The price reported represents an average price. The Reporting Person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:17 UTC | StoneX Group Inc. SNEX · Entity 3627 | GrantRestricted Shares of Common Stock | 6,771 | $0.00 | $0.00 |
DisclosureSEC source: 0000913760-21-000227 · wf-form4_163977940800480.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,050 F1 · security: Shares issued pursuant to the terms of the Company's Executive Performance Plan. Shares vest equally on anniversary in years one, two and three. Read SEC document |
| May 21, 2021 Filed May 25, 2021 20:23 UTC | StoneX Group Inc. SNEX · Entity 3627 | SaleCommon Stock | 16,090 | $69.41 | $1,116,831.04 |
DisclosureSEC source: 0000913760-21-000103 · wf-form4_162197414799227.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,279 F1 · price: The price reported represents an average price. The Reporting Person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 22:59 UTC | StoneX Group Inc. SNEX · Entity 3627 | GrantRestricted Shares of Common Stock | 13,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000913760-20-000221 · wf-form4_160815954982378.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,369 F1 · security: Shares issued pursuant to the terms of the Company's Executive Performance Plan. Shares vest equally on anniversary in years one, two and three. Read SEC document |
| December 13, 2019 Filed Dec 17, 2019 21:32 UTC | StoneX Group Inc. INTL · Entity 3627 | GrantRestricted Shares of Common Stock | 9,709 | $0.00 | $0.00 |
DisclosureSEC source: 0000913760-19-000150 · wf-form4_157661831177081.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,859 F1 · security: Shares issued pursuant to the terms of the Company's Executive Performance Plan. Shares vest equally on anniversary in years one, two and three. Read SEC document |
| September 12, 2019 Filed Sep 12, 2019 20:27 UTC | StoneX Group Inc. INTL · Entity 3627 | SaleCommon Stock | 3,468 | $43.84 | $152,037.12 |
DisclosureSEC source: 0000913760-19-000120 · wf-form4_156832000555996.xml · nonDerivative · entry 2 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,150 Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 20:27 UTC | StoneX Group Inc. INTL · Entity 3627 | SaleCommon Stock | 3,973 | $42.97 | $170,705.51 |
DisclosureSEC source: 0000913760-19-000120 · wf-form4_156832000555996.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,618 F1 · balance_after: Beginning balance increased to correct a prior minor scrivener's error. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:51 UTC | StoneX Group Inc. INTL · Entity 3627 | GrantStock Options · Derivative | 100,000 | $45.00 Strike: $45.00 | $4,500,000.00 |
DisclosureSEC source: 0000913760-19-000054 · wf-form4_155026746898009.xml · derivative · entry 2 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2026-12-05 F1 · security: The option grant was approved by the Company's Board of Directors on December 5, 2018, subject to shareholder approval of an Amendment to the Stock Option Plan under which the options were granted. The Company's shareholders approved the Amendment on February 13, 2019. The Amendment increased the number of shares that could be granted under the plan. F2 · derivative.exercise_price: The strike price of the grant was set by the Company's Board of Directors at 113.5% of the closing price on December 4, 2018. F3 · derivative.exercise_date: The options vest in equal tranches on each of the third, fourth, fifth, sixth and seventh anniversaries of the grant date. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 01:03 UTC | StoneX Group Inc. INTL · Entity 3627 | GrantRestricted Shares of Common Stock | 10,591 | $0.00 | $0.00 |
DisclosureSEC source: 0000913760-18-000169 · wf-form4_154509498712638.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,541 F1 · security: Shares issued pursuant to the terms of the Company's Executive Performance Plan. Shares vest equally on anniversary in years one, two and three. Read SEC document |
| May 11, 2018 Filed May 15, 2018 23:23 UTC | StoneX Group Inc. INTL · Entity 3627 | SaleCommon Stock | 19,622 | $46.57 | $913,888.76 |
DisclosureSEC source: 0000913760-18-000078 · wf-form4_152642656910284.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,950 F1 · price: The price reported represents an average price. The Reporting Person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 22:43 UTC | StoneX Group Inc. INTL · Entity 3627 | Tax withholdingCommon Stock | 1,495 | $41.00 | $61,295.00 |
DisclosureSEC source: 0000913760-17-000128 · wf-form4_151363696718543.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,572 F1 · kind: Represents disposition to issuer to cover taxes payable upon vesting of shares exempt pursuant to Rule 16b-3. Read SEC document |
| December 19, 2016 Filed Dec 20, 2016 21:39 UTC | StoneX Group Inc. INTL · Entity 3627 | SaleCommon Stock | 5,819 | $41.64 | $242,303.16 |
DisclosureSEC source: 0000913760-16-000383 · wf-form4_148226994535261.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,067 Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 21:21 UTC | StoneX Group Inc. INTL · Entity 3627 | GrantRestricted Shares of Common Stock | 6,291 | $0.00 | $0.00 |
DisclosureSEC source: 0000913760-16-000378 · wf-form4_148192326116547.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · Executive VP - subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,886 F1 · security: Shares issued pursuant to the terms of the Company's Executive Performance Plan. Shares vest equally on anniversary in years one, two and three. Read SEC document |
| February 12, 0024 Filed Feb 14, 2024 21:38 UTC | StoneX Group Inc. SNEX · Entity 3627 | Exercise / conversionStock Options · Derivative | 3,659 | $0.00 Strike: $30.00 | $0.00 |
DisclosureSEC source: 0000913760-24-000032 · wk-form4_1707946694.xml · derivative · entry 5 Lyon Charles M · CIK 0001620576 · President and CEO - subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 371,341 Underlying: Common Stock · 3,659 shares Expires 2026-12-05 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 |
| February 12, 0024 Filed Feb 14, 2024 21:38 UTC | StoneX Group Inc. SNEX · Entity 3627 | Exercise / conversionCommon Stock | 3,659 | $30.00 | $109,770.00 |
DisclosureSEC source: 0000913760-24-000032 · wk-form4_1707946694.xml · nonDerivative · entry 1 Lyon Charles M · CIK 0001620576 · President and CEO - subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,216 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.