Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ANNALY CAPITAL MANAGEMENT INCNLY · Entity 3308 | Director | June 10, 2026 | June 12, 2026 |
| BGC Group, Inc.BGCP · Entity 3818 | Director | January 25, 2023 | January 27, 2023 |
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.
ANNALY CAPITAL MANAGEMENT INC
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 42,160 |
Reported balance
After 2026-06-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-10 · Grant · Acquired 8,641 · Balance 42,160 F1: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F2: Reflects the aggregate amount of DSUs granted during the tenure of the respective director net of any conversions. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above.
F2: Reflects the aggregate amount of DSUs granted during the tenure of the respective director net of any conversions.
BGC Group, Inc.
Report date January 25, 2023 · Filed January 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 16,355 |
Reported balance
After 2023-01-25 transaction · row 1
1 source rowRow 1 · 2023-01-25 · Grant · Acquired 16,355 · Balance 16,355 F1: The 16,355 shares of Class A Common Stock, par value $0.01 per share (the "Class A Common Stock"), are represented by 16,355 restricted stock units ("RSUs") granted under the BGC Partners, Inc. Eighth Amended and Restated Long Term Incentive Plan. Each RSU represents a contingent right to receive one share of Class A Common Stock. Of the 16,355 RSUs, 8,177 RSUs will vest on January 25, 2024 and 8,178 RSUs will vest on January 25, 2025, provided that the reporting person continues to serve as a member of the Board of Directors on such dates. |
Filing footnotes · ownership attribution and instrument terms
F1: The 16,355 shares of Class A Common Stock, par value $0.01 per share (the "Class A Common Stock"), are represented by 16,355 restricted stock units ("RSUs") granted under the BGC Partners, Inc. Eighth Amended and Restated Long Term Incentive Plan. Each RSU represents a contingent right to receive one share of Class A Common Stock. Of the 16,355 RSUs, 8,177 RSUs will vest on January 25, 2024 and 8,178 RSUs will vest on January 25, 2025, provided that the reporting person continues to serve as a member of the Board of Directors on such dates.
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 12, 2026 20:03 UTC | ANNALY CAPITAL MANAGEMENT INC NLY · Entity 3308 | GrantDeferred Stock Units · Derivative | 8,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001963683-26-000002 · wk-form4_1781294613.xml · derivative · entry 2 Laguerre Martin · CIK 0001963683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,160 Underlying: Common Stock · 8,641 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F1 · derivative.exercise_date: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F1 · derivative.expiration_date: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F2 · balance_after: Reflects the aggregate amount of DSUs granted during the tenure of the respective director net of any conversions. Read SEC document |
| May 14, 2025 Filed May 15, 2025 20:17 UTC | ANNALY CAPITAL MANAGEMENT INC NLY · Entity 3308 | GrantDeferred Stock Units · Derivative | 8,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-025936 · wk-form4_1747340239.xml · derivative · entry 2 Laguerre Martin · CIK 0001963683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,507 Underlying: Common Stock · 8,961 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F1 · derivative.exercise_date: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F1 · derivative.expiration_date: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F2 · balance_after: Reflects the aggregate amount of DSUs granted during the tenure of the respective director net of any conversions, including 3,796 DSUs acquired pursuant to dividend reinvestment for which no additional price was paid. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:38 UTC | ANNALY CAPITAL MANAGEMENT INC NLY · Entity 3308 | GrantDeferred Stock Units · Derivative | 8,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-024168 · wk-form4_1715981906.xml · derivative · entry 2 Laguerre Martin · CIK 0001963683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,982 Underlying: Common Stock · 8,583 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F1 · derivative.exercise_date: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F1 · derivative.expiration_date: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F2 · balance_after: Reflects the aggregate amount of DSUs granted during the tenure of the respective director net of any conversions, including 1,232 DSUs acquired pursuant to dividend reinvestment for which no additional price was paid. Read SEC document |
| May 17, 2023 Filed May 19, 2023 20:51 UTC | ANNALY CAPITAL MANAGEMENT INC NLY · Entity 3308 | GrantDeferred Stock Units · Derivative | 8,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-019097 · wf-form4_168452947268810.xml · derivative · entry 2 Laguerre Martin · CIK 0001963683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,167 Underlying: Common Stock · 8,167 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F1 · derivative.exercise_date: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F1 · derivative.expiration_date: The Deferred Stock Units ("DSUs") convert to shares of Common Stock on a one-for-one basis one year after the date of grant unless the director elects to defer the settlement of the DSUs until after a termination of service pursuant to the Annaly Capital Management, Inc. 2020 Equity Incentive Plan. The reporting person has elected such deferred settlement for all DSUs reported above. F2 · balance_after: Reflects the aggregate amount of DSUs granted during the tenure of the respective director net of any conversions. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 21:38 UTC | BGC Group, Inc. BGCP · Entity 3818 | GrantClass A Common Stock, par value $0.01 per share | 16,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-001991 · rdgdoc.xml · nonDerivative · entry 1 Laguerre Martin · CIK 0001963683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,355 F1 · shares: The 16,355 shares of Class A Common Stock, par value $0.01 per share (the "Class A Common Stock"), are represented by 16,355 restricted stock units ("RSUs") granted under the BGC Partners, Inc. Eighth Amended and Restated Long Term Incentive Plan. Each RSU represents a contingent right to receive one share of Class A Common Stock. Of the 16,355 RSUs, 8,177 RSUs will vest on January 25, 2024 and 8,178 RSUs will vest on January 25, 2025, provided that the reporting person continues to serve as a member of the Board of Directors on such dates. 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.