Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AARON'S INCAAN · Entity 147223 | Director | August 03, 2020 | August 04, 2020 |
| PROG Holdings, Inc.PRG · Entity 4688 | Director | May 06, 2026 | May 08, 2026 |
| Primerica, Inc.PRI · Entity 3587 | Director | September 14, 2026 | September 14, 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.
AARON'S INC
Report date August 03, 2020 · Filed August 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,568 |
Reported balance
After 2020-08-03 transaction · row 1
1 source rowRow 1 · 2020-08-03 · Sale · Disposed 1,600 · Balance 21,568 F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.47 to $52.60 per share, 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 sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.47 to $52.60 per share, 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 sold at each separate price within the range set forth in this footnote.
PROG Holdings, Inc.
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,625 |
Reported balance
After 2026-05-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 4,953 · Balance 49,625 F1: These restricted stock units (RSUs) represent the annual RSU grant made to non-employee directors, and are expected to vest on May 6, 2027. F2: Number of shares reported includes shares received through the Issuer's dividend reinvestment program for non-employee directors. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units (RSUs) represent the annual RSU grant made to non-employee directors, and are expected to vest on May 6, 2027.
F2: Number of shares reported includes shares received through the Issuer's dividend reinvestment program for non-employee directors.
Primerica, Inc.
Report date September 14, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,446.097 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Grant · Acquired 83.556 · Balance 20,446.097 F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.
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 |
|---|---|---|---|---|---|---|
| June 18, 2020 Filed Jun 22, 2020 16:20 UTC | AARON'S INC AAN · Entity 147223 | GrantCommon Stock | 2,881 | $43.38 | $124,977.78 |
DisclosureSEC source: 0000706688-20-000090 · wf-form4_159285719154476.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,168 F1 · shares: These restricted stock units (RSUs) represent the annual RSU grant made to non-employee directors, and are expected to vest on May 8, 2021. Read SEC document |
| June 15, 2020 Filed Jun 16, 2020 20:54 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 42.278 | $114.41 | $4,837.03 |
DisclosureSEC source: 0001127602-20-019749 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,134.724 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 13, 2020 Filed May 13, 2020 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,256 | $103.47 | $129,958.32 |
DisclosureSEC source: 0001127602-20-016441 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,092.446 F1 · shares: Represents deferred compensation payable in common stock on a one-for-one basis in accordance with the election of the director under the Non-employee Directors' Deferred Compensation Plan. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 20:28 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 43.731 | $98.72 | $4,317.12 |
DisclosureSEC source: 0001127602-20-011077 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,836.446 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 21:29 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 26.816 | $136.50 | $3,660.38 |
DisclosureSEC source: 0001127602-19-035060 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,792.715 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 13, 2019 Filed Sep 13, 2019 20:24 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 29.798 | $122.50 | $3,650.26 |
DisclosureSEC source: 0001127602-19-028346 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,765.899 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 20:15 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 29.832 | $122.02 | $3,640.10 |
DisclosureSEC source: 0001127602-19-021815 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,736.101 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 16, 2019 Filed May 17, 2019 20:24 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,069 | $121.51 | $129,894.19 |
DisclosureSEC source: 0001127602-19-019004 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,706.269 F1 · shares: Represents deferred compensation payable in common stock on a one-for-one basis in accordance with the election of the director under the Non-employee Directors' Deferred Compensation Plan. Read SEC document |
| May 08, 2019 Filed May 10, 2019 16:17 UTC | AARON'S INC AAN · Entity 147223 | GrantCommon Stock | 2,144 | $58.28 | $124,952.32 |
DisclosureSEC source: 0000706688-19-000123 · wf-form4_155751942912613.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,287 F1 · shares: These restricted stock units (RSUs) represent the annual RSU grant made to non-employee directors, and are expected to vest on May 8, 2020. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 20:16 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 26.519 | $123.22 | $3,267.67 |
DisclosureSEC source: 0001127602-19-011801 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,637.269 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 17:54 UTC | AARON'S INC AAN · Entity 147223 | GrantCommon Stock | 832 | $42.05 | $34,985.60 |
DisclosureSEC source: 0000706688-19-000014 · wf-form4_154664246136978.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,143 F1 · date: These restricted shock units (RSUs) are a portion of the annual RSU grant made to non-employee directors, and are expected to vest on May 8, 2019. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 23.103 | $103.75 | $2,396.94 |
DisclosureSEC source: 0001127602-18-036552 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,610.75 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:31 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 19.099 | $125.25 | $2,392.15 |
DisclosureSEC source: 0001127602-18-027895 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,587.647 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 20:43 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 23.603 | $101.10 | $2,386.26 |
DisclosureSEC source: 0001127602-18-021196 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,568.548 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 16, 2018 Filed May 18, 2018 20:31 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,054 | $94.80 | $99,919.20 |
DisclosureSEC source: 0001127602-18-018151 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,544.945 F1 · shares: Represents deferred compensation payable in common stock on a one-for-one basis in accordance with the election of the director under the Non-employee Directors' Deferred Compensation Plan. Read SEC document |
| May 09, 2018 Filed May 11, 2018 16:23 UTC | AARON'S INC AAN · Entity 147223 | GrantCommon Stock | 635 | $39.33 | $24,974.55 |
DisclosureSEC source: 0000706688-18-000105 · wf-form4_152607018284483.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,311 F1 · shares: These restricted stock units ("RSUs") are a portion of the annual RSU grant made to non-employee directors, and are expected to vest on May 9, 2019, the first anniversary of the grant date. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 17:41 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 21.059 | $100.55 | $2,117.48 |
DisclosureSEC source: 0001127602-18-011971 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,490.945 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 16:42 UTC | AARON'S INC AAN · Entity 147223 | GrantCommon Stock | 2,509 | $39.85 | $99,983.65 |
DisclosureSEC source: 0000706688-18-000010 · wf-form4_151510215683067.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,676 F1 · date: Restricted stock units (RSUs) for annual equity grant, expected to vest January 2, 2019. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 21:17 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 16.632 | $101.65 | $1,690.64 |
DisclosureSEC source: 0001127602-17-034925 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,469.886 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 20:16 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 22.437 | $75.15 | $1,686.14 |
DisclosureSEC source: 0001127602-17-027622 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,453.254 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 19:17 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 21.191 | $75.40 | $1,597.80 |
DisclosureSEC source: 0001127602-17-021706 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,430.817 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 17, 2017 Filed May 19, 2017 17:40 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,247 | $80.15 | $99,947.05 |
DisclosureSEC source: 0001127602-17-018766 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,409.626 F1 · shares: Represents deferred compensation payable in common stock on a one-for-one basis in accordance with the election of the director under the Non-employee Directors' Deferred Compensation Plan. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 15:20 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 16.281 | $83.40 | $1,357.84 |
DisclosureSEC source: 0001127602-17-012304 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,162.626 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| January 02, 2017 Filed Jan 4, 2017 16:45 UTC | AARON'S INC AAN · Entity 147223 | GrantCommon Stock | 3,125 | $31.99 | $99,968.75 |
DisclosureSEC source: 0000706688-17-000009 · wf-form4_148356632827600.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,167 F1 · date: Granted 3,125 restricted stock units (RSUs) for annual director retainer, all of which are expected to vest on January 2, 2018. Read SEC document |
| December 16, 2016 Filed Dec 16, 2016 21:24 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 18.329 | $70.00 | $1,283.03 |
DisclosureSEC source: 0001127602-16-070279 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,146.345 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 18:03 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 22.737 | $56.25 | $1,278.96 |
DisclosureSEC source: 0001127602-16-062898 · form4.xml · nonDerivative · entry 1 DAY CYNTHIA N · CIK 0001278770 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,128.016 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. 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.