Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CRAWFORD & COCRDA CRDB · Entity 1463 | Director | February 10, 2025 | February 11, 2025 |
| Primerica, Inc.PRI · Entity 3587 | Director | September 14, 2026 | September 14, 2026 |
| USANA HEALTH SCIENCES INCUSNA · Entity 6114 | Director | May 01, 2017 | May 03, 2017 |
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.
CRAWFORD & CO
Report date February 10, 2025 · Filed February 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 106,728 |
Reported balance
After 2025-02-10 transaction · row 1
1 source rowRow 1 · 2025-02-10 · Grant · Acquired 9,933 · Balance 106,728 |
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 | 21,046.5977 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Grant · Acquired 40.513 · Balance 21,046.5977 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.
USANA HEALTH SCIENCES INC
Report date May 01, 2017 · Filed May 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 3,660 |
Reported balance
After 2017-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-05-01 · Grant · Acquired 1,880 · Balance 3,660 F1: Each Deferred Stock Unit ("DSU") represents the issuer's obligation to transfer one share of common stock in accordance with the terms of the deferred stock unit agreement pursuant to which the DSU's were granted. F2: Following termination of the undersigned's service on the issuer's Board of Directors, the issuer will distribute to the undersigned shares of common stock equal to the number of DSU's granted. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Stock Unit ("DSU") represents the issuer's obligation to transfer one share of common stock in accordance with the terms of the deferred stock unit agreement pursuant to which the DSU's were granted.
F2: Following termination of the undersigned's service on the issuer's Board of Directors, the issuer will distribute to the undersigned shares of common stock equal to the number of DSU's granted.
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 |
|---|---|---|---|---|---|---|
| March 15, 2019 Filed Mar 18, 2019 20:21 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 6.426 | $123.22 | $791.81 |
DisclosureSEC source: 0001127602-19-011816 · form4.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,534.5961 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 |
| March 14, 2019 Filed Feb 10, 2020 21:52 UTC | Primerica, Inc. PRI · Entity 3587 | GiftCommon Stock | 2,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004658 · form5.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,586.0841 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 15:56 UTC | CRAWFORD & CO CRDA CRDB · Entity 1463 | GrantClass A Common Stock | 9,127 | $0.00 | $0.00 |
DisclosureSEC source: 0000025475-19-000036 · edgar.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,220 Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 21:18 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 5.599 | $103.75 | $580.90 |
DisclosureSEC source: 0001127602-18-036563 · form4.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,528.1701 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 20:36 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 4.628 | $125.25 | $579.66 |
DisclosureSEC source: 0001127602-18-027901 · form4.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,522.5711 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 20:50 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 5.72 | $101.10 | $578.29 |
DisclosureSEC source: 0001127602-18-021209 · form4.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,517.9431 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 20:27 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,054 | $94.80 | $99,919.20 |
DisclosureSEC source: 0001127602-18-018141 · form4.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,512.2231 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, 2018 Filed Mar 19, 2018 16:44 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 3.123 | $100.55 | $314.02 |
DisclosureSEC source: 0001127602-18-011937 · form4.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,458.2231 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 |
| February 12, 2018 Filed Feb 13, 2018 15:40 UTC | CRAWFORD & CO CRDA CRDB · Entity 1463 | GrantClass A Common Stock | 10,676 | $0.00 | $0.00 |
DisclosureSEC source: 0000025475-18-000055 · edgar.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,093 Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 21:24 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 2.466 | $101.65 | $250.67 |
DisclosureSEC source: 0001127602-17-034933 · form4.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,455.1001 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 20:19 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 3.327 | $75.15 | $250.02 |
DisclosureSEC source: 0001127602-17-027625 · form4.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,452.6341 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 19:36 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 3.142 | $75.40 | $236.91 |
DisclosureSEC source: 0001127602-17-021724 · form4.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,449.3071 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 17:36 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,247 | $80.15 | $99,947.05 |
DisclosureSEC source: 0001127602-17-018762 · form4.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,446.1651 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 01, 2017 Filed May 3, 2017 21:42 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | GrantDeferred Stock Unit · Derivative | 1,880 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-006490 · edgar.xml · derivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,660 Underlying: Common Stock · 1,880 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") represents the issuer's obligation to transfer one share of common stock in accordance with the terms of the deferred stock unit agreement pursuant to which the DSU's were granted. F1 · price: Each Deferred Stock Unit ("DSU") represents the issuer's obligation to transfer one share of common stock in accordance with the terms of the deferred stock unit agreement pursuant to which the DSU's were granted. F2 · derivative.exercise_date: Following termination of the undersigned's service on the issuer's Board of Directors, the issuer will distribute to the undersigned shares of common stock equal to the number of DSU's granted. F2 · derivative.expiration_date: Following termination of the undersigned's service on the issuer's Board of Directors, the issuer will distribute to the undersigned shares of common stock equal to the number of DSU's granted. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 20:45 UTC | CRAWFORD & CO CRDA CRDB · Entity 1463 | GrantClass A Common Stock | 9,719 | $0.00 | $0.00 |
DisclosureSEC source: 0000025475-17-000043 · edgar.xml · nonDerivative · entry 1 Williams Donald R. · CIK 0001487159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,417 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.