Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AES CORPAES · Entity 3505 | SVP, Corporate Strategy | March 19, 2020 | March 23, 2020 |
| Delek US Holdings, Inc.DK · Entity 2599 | Director | June 10, 2026 | June 13, 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.
AES CORP
Report date March 19, 2020 · Filed March 23, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,326 |
Reported balance
After 2020-03-19 transaction · row 1
1 source rowRow 1 · 2020-03-19 · Purchase · Acquired 2,500 · Balance 28,326 |
Delek US Holdings, Inc.
Report date June 10, 2026 · Filed June 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,434 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 3,436 · Balance 26,434 |
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 10, 2026 Filed Jun 13, 2026 00:22 UTC | Delek US Holdings, Inc. DK · Entity 2599 | GrantCommon Stock | 3,436 | $48.01 | $164,962.36 |
DisclosureSEC source: 0001754413-26-000003 · wk-form4_1781310119.xml · nonDerivative · entry 1 Moreno Leonardo · CIK 0001754413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,434 Read SEC document |
| June 10, 2025 Filed Jun 13, 2025 00:09 UTC | Delek US Holdings, Inc. DK · Entity 2599 | GrantCommon Stock | 7,394 | $19.61 | $144,996.34 |
DisclosureSEC source: 0001694426-25-000090 · wk-form4_1749773346.xml · nonDerivative · entry 1 Moreno Leonardo · CIK 0001754413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,998 Read SEC document |
| June 10, 2024 Filed Jun 13, 2024 00:05 UTC | Delek US Holdings, Inc. DK · Entity 2599 | GrantCommon Stock | 5,827 | $24.88 | $144,975.76 |
DisclosureSEC source: 0001694426-24-000087 · wk-form4_1718237117.xml · nonDerivative · entry 1 Moreno Leonardo · CIK 0001754413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,604 Read SEC document |
| June 10, 2023 Filed Jun 14, 2023 00:30 UTC | Delek US Holdings, Inc. DK · Entity 2599 | GrantCommon Stock | 6,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001694426-23-000060 · wf-form4_168670259463888.xml · nonDerivative · entry 1 Moreno Leonardo · CIK 0001754413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,777 Read SEC document |
| June 10, 2022 Filed Jun 15, 2022 01:11 UTC | Delek US Holdings, Inc. DK · Entity 2599 | GrantCommon Stock | 3,743 | $33.39 | $124,978.77 |
DisclosureSEC source: 0001694426-22-000109 · wf-form4_165525545769830.xml · nonDerivative · entry 1 Moreno Leonardo · CIK 0001754413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,743 Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 11:27 UTC | AES CORP AES · Entity 3505 | PurchaseCommon Stock | 2,500 | $9.52 | $23,800.00 |
DisclosureSEC source: 0001127602-20-011713 · form4.xml · nonDerivative · entry 1 Moreno Leonardo · CIK 0001754413 · SVP, Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,326 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 01:33 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 2,138 | $20.25 | $43,294.50 |
DisclosureSEC source: 0001127602-20-007830 · form4.xml · nonDerivative · entry 6 Moreno Leonardo · CIK 0001754413 · SVP, Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,826 F6 · shares: Reflects tax withholding in connection with the settlement of PSUs granted on February 24, 2017. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 01:33 UTC | AES CORP AES · Entity 3505 | GrantCommon Stock | 6,477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-007830 · form4.xml · nonDerivative · entry 5 Moreno Leonardo · CIK 0001754413 · SVP, Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,964 F5 · shares: This Performance Stock Unit ("PSU") was granted on February 24, 2017 pursuant to The AES Corporation 2003 Long Term Compensation Plan. After the prescribed three year vesting period, the AES Board of Directors approved the performance value for the grant on February 21, 2020. Each earned PSU entitles the holder to one share of AES Common Stock. F5 · price: This Performance Stock Unit ("PSU") was granted on February 24, 2017 pursuant to The AES Corporation 2003 Long Term Compensation Plan. After the prescribed three year vesting period, the AES Board of Directors approved the performance value for the grant on February 21, 2020. Each earned PSU entitles the holder to one share of AES Common Stock. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 01:33 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 345 | $20.25 | $6,986.25 |
DisclosureSEC source: 0001127602-20-007830 · form4.xml · nonDerivative · entry 4 Moreno Leonardo · CIK 0001754413 · SVP, Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,487 F4 · shares: Reflects tax withholding in connection with the vesting and settlement of one-third of the RSUs granted February 24, 2017. Read SEC document |
| February 23, 2020 Filed Feb 26, 2020 01:33 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 548 | $20.75 | $11,371.00 |
DisclosureSEC source: 0001127602-20-007830 · form4.xml · nonDerivative · entry 3 Moreno Leonardo · CIK 0001754413 · SVP, Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,832 F3 · shares: Reflects tax withholding in connection with the vesting and settlement of one-third of the RSUs granted February 23, 2018. Read SEC document |
| February 22, 2020 Filed Feb 26, 2020 01:33 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 874 | $20.75 | $18,135.50 |
DisclosureSEC source: 0001127602-20-007830 · form4.xml · nonDerivative · entry 2 Moreno Leonardo · CIK 0001754413 · SVP, Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,380 F2 · shares: Reflects tax withholding in connection with the vesting and settlement of one-third of the RSUs granted February 22, 2019. Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 01:33 UTC | AES CORP AES · Entity 3505 | GrantCommon Stock | 6,202 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-007830 · form4.xml · nonDerivative · entry 1 Moreno Leonardo · CIK 0001754413 · SVP, Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,254 F1 · shares: This Restricted Stock Unit ("RSU") award was granted pursuant to The AES Corporation 2003 Long Term Compensation Plan and will vest in three equal annual installments beginning on February 21, 2021, if certain continuing employment and performance conditions are satisfied. If such conditions are satisfied, each RSU entitles the holder to one share of AES Common Stock. F1 · price: This Restricted Stock Unit ("RSU") award was granted pursuant to The AES Corporation 2003 Long Term Compensation Plan and will vest in three equal annual installments beginning on February 21, 2021, if certain continuing employment and performance conditions are satisfied. If such conditions are satisfied, each RSU entitles the holder to one share of AES Common Stock. Read SEC document |
| February 24, 2019 Filed Feb 27, 2019 01:20 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 400 | $17.53 | $7,012.00 |
DisclosureSEC source: 0001127602-19-008551 · form4.xml · nonDerivative · entry 3 Moreno Leonardo · CIK 0001754413 · SVP, Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,052 F3 · shares: Reflects tax withholding in connection with the vesting and settlement of one-third of the RSUs granted February 24, 2017. Read SEC document |
| February 23, 2019 Filed Feb 27, 2019 01:20 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 488 | $17.53 | $8,554.64 |
DisclosureSEC source: 0001127602-19-008551 · form4.xml · nonDerivative · entry 2 Moreno Leonardo · CIK 0001754413 · SVP, Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,452 F2 · shares: Reflects tax withholding in connection with the vesting and settlement of one-third of the RSUs granted February 23, 2018. Read SEC document |
| February 22, 2019 Filed Feb 27, 2019 01:20 UTC | AES CORP AES · Entity 3505 | GrantCommon Stock | 6,794 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-008551 · form4.xml · nonDerivative · entry 1 Moreno Leonardo · CIK 0001754413 · SVP, Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,940 F1 · shares: This Restricted Stock Unit ("RSU") award was granted pursuant to The AES Corporation 2003 Long Term Compensation Plan and will vest in three equal annual installments beginning on February 22, 2020, if certain continuing employment and performance conditions are satisfied. If such conditions are satisfied, each RSU entitles the holder to one share of AES Common Stock. F1 · price: This Restricted Stock Unit ("RSU") award was granted pursuant to The AES Corporation 2003 Long Term Compensation Plan and will vest in three equal annual installments beginning on February 22, 2020, if certain continuing employment and performance conditions are satisfied. If such conditions are satisfied, each RSU entitles the holder to one share of AES Common Stock. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 23:57 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 985 | $17.18 | $16,922.30 |
DisclosureSEC source: 0001127602-19-007592 · form4.xml · nonDerivative · entry 1 Moreno Leonardo · CIK 0001754413 · SVP, Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,146 F1 · shares: Reflects tax withholding in connection with the vesting and settlement of one-third of the Restricted Stock Units granted February 19, 2016. There was no transaction in the market. 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.