Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | Director | May 14, 2026 | May 18, 2026 |
| Stagwell IncSTGW · Entity 4480 | Director | June 11, 2026 | June 12, 2026 |
| TELEPHONE & DATA SYSTEMS INC /DE/TDS · Entity 4074 | Director | May 21, 2026 | May 26, 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.
CALIX, INC
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,156 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 4,967 · Balance 12,156 F1: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2: Amount of securities beneficially owned includes 4,967 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock.
F2: Amount of securities beneficially owned includes 4,967 unvested RSUs.
Stagwell Inc
Report date June 11, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 203,936 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 22,970 · Balance 203,936 F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant.
TELEPHONE & DATA SYSTEMS INC /DE/
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 42,223 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 2,905 · Balance 42,223 F1: Shares acquired pursuant to a compensation plan for non-employee directors |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to a compensation plan for non-employee directors
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INGRAM MICRO INC
Report date December 05, 2016 · Filed December 06, 2016
Section 16 reporting ended · disclosed 2016-12-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-12-05 transaction · row 1
1 source rowRow 1 · 2016-12-05 · Disposition to issuer · Disposed 28,111 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated February 17, 2016 (the "Merger Agreement") among Ingram Micro Inc. (the "Company"), Tianjin Tianhai Investment Company, Ltd., and GCL Acquisition, Inc., (x) each outstanding share of common stock of the Company was cancelled and converted into the right to receive $38.90 (the "Merger Consideration") in cash; (y) each vested stock option and RSU was cancelled and converted into the right to receive a cash payment per share equal to difference between the Merger Consideration and the exercise price, if any; and (z) each unvested stock option and RSU was cancelled, and the holders thereof will become eligible to receive an amount for each such cancelled award equal to the Merger Consideration (less the exercise price, in the case of holders of stock options) pursuant to a vesting schedule set forth in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated February 17, 2016 (the "Merger Agreement") among Ingram Micro Inc. (the "Company"), Tianjin Tianhai Investment Company, Ltd., and GCL Acquisition, Inc., (x) each outstanding share of common stock of the Company was cancelled and converted into the right to receive $38.90 (the "Merger Consideration") in cash; (y) each vested stock option and RSU was cancelled and converted into the right to receive a cash payment per share equal to difference between the Merger Consideration and the exercise price, if any; and (z) each unvested stock option and RSU was cancelled, and the holders thereof will become eligible to receive an amount for each such cancelled award equal to the Merger Consideration (less the exercise price, in the case of holders of stock options) pursuant to a vesting schedule set forth in the Merger Agreement.
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 11, 2026 Filed Jun 12, 2026 22:00 UTC | Stagwell Inc STGW · Entity 4480 | GrantClass A Common Stock | 22,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-073619 · tm2617832-2_4seq1.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,936 F1 · shares: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:26 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantCommon Shares | 2,905 | $41.20 | $119,686.00 |
DisclosureSEC source: 0001587270-26-000005 · wk-form4_1779827164.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,223 F1 · shares: Shares acquired pursuant to a compensation plan for non-employee directors Read SEC document |
| May 14, 2026 Filed May 18, 2026 22:02 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 4,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001587270-26-000003 · wk-form4_1779141728.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,156 F1 · shares: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2 · balance_after: Amount of securities beneficially owned includes 4,967 unvested RSUs. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 22:00 UTC | Stagwell Inc STGW · Entity 4480 | GrantClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-059961 · tm2518047-1_4seq1.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,966 F1 · shares: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant. Read SEC document |
| May 22, 2025 Filed May 23, 2025 00:55 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantCommon Shares | 3,548 | $33.83 | $120,028.84 |
DisclosureSEC source: 0001120437-25-000114 · wk-form4_1747961736.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,318 F1 · shares: Shares acquired pursuant to a compensation plan for non-employee directors Read SEC document |
| May 08, 2025 Filed May 12, 2025 20:11 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 4,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-25-000025 · wk-form4_1747080654.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,189 F1 · shares: Represents an award of restricted stock pursuant to the Issuer non-employee director equity compensation policy, which will vest on the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. F2 · balance_after: In the Form 3 filed for the Reporting Person on August 12, 2024, the 2,500 shares held by the Reporting Person were mistakenly omitted. The shares currently held by the Reporting Person have been increased by 2,500 shares in this Form 4 to correct this error. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:19 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 7,317 | $0.00 Strike: $37.68 | $0.00 |
DisclosureSEC source: 0001406666-24-000036 · wk-form4_1723493952.xml · derivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,317 Underlying: Common Stock · 7,317 shares Expires 2034-08-08 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 100% of the shares of common stock underlying the option on the earlier of (i) the one-year anniversary of the date of grant (August 8, 2025) or (ii) the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| June 12, 2024 Filed Jun 15, 2024 00:00 UTC | Stagwell Inc STGW · Entity 4480 | GrantClass A Common Stock | 22,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-071876 · tm2417338-2_4seq1.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,966 F1 · shares: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant. Read SEC document |
| May 22, 2024 Filed May 23, 2024 20:24 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantCommon Shares | 6,320 | $19.25 | $121,660.00 |
DisclosureSEC source: 0001120437-24-000083 · wk-form4_1716495871.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,770 F1 · shares: Shares acquired pursuant to a compensation plan for non-employee directors Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 00:48 UTC | Stagwell Inc STGW · Entity 4480 | PurchaseClass A Common Stock | 5,000 | $5.04 | $25,200.00 |
DisclosureSEC source: 0001104659-24-028877 · tm247555-1_4seq1.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,204 Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 22:25 UTC | Stagwell Inc STGW · Entity 4480 | GrantClass A Common Stock | 18,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-072386 · tm2318971-2_4seq1.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,204 F1 · shares: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant. Read SEC document |
| May 17, 2023 Filed May 18, 2023 16:19 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantCommon Shares | 1,129 | $7.14 | $8,061.06 |
DisclosureSEC source: 0001120437-23-000084 · wf-form4_168442676879370.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,450 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 17:01 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantCommon Shares | 8,258 | $12.11 | $100,004.38 |
DisclosureSEC source: 0001120437-23-000047 · wf-form4_167777649306279.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,321 F1 · price: Shares acquired pursuant to a compensation plan for non-employee directors. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 23:30 UTC | Stagwell Inc STGW · Entity 4480 | GrantClass A Common Stock | 21,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-072027 · tm2218678-2_4seq1.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,264 F1 · shares: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 12:43 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantCommon Shares | 5,811 | $17.21 | $100,007.31 |
DisclosureSEC source: 0001120437-22-000034 · wf-form4_164622497701959.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,063 F1 · price: Shares acquired pursuant to a compensation plan for non-employee directors. Read SEC document |
| August 09, 2021 Filed Aug 12, 2021 00:07 UTC | Stagwell Inc STGW · Entity 4480 | GrantClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-103670 · tm2124769-3_4seq1.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,256 F1 · shares: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 18:01 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantCommon Shares | 5,537 | $18.06 | $99,998.22 |
DisclosureSEC source: 0001120437-21-000040 · wf-form4_161470806242925.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,252 F1 · price: Shares acquired pursuant to a compensation plan for non-employee directors. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 22:01 UTC | Stagwell Inc MDCA · Entity 4480 | GrantClass A Subordinate Voting Shares | 23,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-093386 · tm2027254d5_4.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,256 F1 · shares: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one Class A Subordinate Voting Share. The restricted stock units will vest in full on the first anniversary of the date of grant. Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 20:52 UTC | Stagwell Inc MDCA · Entity 4480 | PurchaseClass A Subordinate Voting Shares | 35,000 | $1.62 | $56,525.00 |
DisclosureSEC source: 0001104659-20-040440 · tm2014255d1_4.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 13:50 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantCommon Shares | 3,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000069 · wf-form4_158332982953455.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,715 F1 · price: Shares acquired pursuant to a compensation plan for non-employee directors. Read SEC document |
| August 19, 2019 Filed Aug 20, 2019 12:06 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | PurchaseCommon Shares | 5,000 | $24.88 | $124,400.00 |
DisclosureSEC source: 0001120437-19-000100 · edgar.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 11:10 UTC | INGRAM MICRO INC IM · Entity 180580 | Disposition to issuerClass A Common Stock | 28,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-16-018504 · dp70283_4-oosterman.xml · nonDerivative · entry 1 Oosterman Wade · CIK 0001587270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger dated February 17, 2016 (the "Merger Agreement") among Ingram Micro Inc. (the "Company"), Tianjin Tianhai Investment Company, Ltd., and GCL Acquisition, Inc., (x) each outstanding share of common stock of the Company was cancelled and converted into the right to receive $38.90 (the "Merger Consideration") in cash; (y) each vested stock option and RSU was cancelled and converted into the right to receive a cash payment per share equal to difference between the Merger Consideration and the exercise price, if any; and (z) each unvested stock option and RSU was cancelled, and the holders thereof will become eligible to receive an amount for each such cancelled award equal to the Merger Consideration (less the exercise price, in the case of holders of stock options) pursuant to a vesting schedule set forth in the Merger Agreement. 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.