Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Group Inc.CG · Entity 3316 | Director | May 01, 2026 | May 01, 2026 |
| DiamondRock Hospitality CoDRH · Entity 4359 | Director | May 04, 2026 | May 05, 2026 |
| MARRIOTT VACATIONS WORLDWIDE CorpVAC · Entity 4144 | Director | September 30, 2026 | October 02, 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.
Carlyle Group Inc.
Report date May 01, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,093 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 4,450 · Balance 78,093 F1: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service on the Issuer's Board of Directors on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service on the Issuer's Board of Directors on such vesting date.
DiamondRock Hospitality Co
Report date May 04, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 122,082 |
Reported balance
After 2026-05-04 transaction · row 1
1 source rowRow 1 · 2026-05-04 · Grant · Acquired 10,753 · Balance 122,082 F1: Annual grant of $110,000 of fully vested common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant of $110,000 of fully vested common stock.
MARRIOTT VACATIONS WORLDWIDE Corp
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 207,611 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 21 · Balance 207,611 F1: The Reporting Person elected to receive any dividends with respect to certain Non-Employee Director Share Awards issued to the Reporting Person in the form of additional Non-Employee Director Share Awards. Such additional awards vest immediately upon issuance and are payable in common stock as specified by the Reporting Person at the time of the deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person elected to receive any dividends with respect to certain Non-Employee Director Share Awards issued to the Reporting Person in the form of additional Non-Employee Director Share Awards. Such additional awards vest immediately upon issuance and are payable in common stock as specified by the Reporting Person at the time of the deferral election.
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 |
|---|---|---|---|---|---|---|
| May 13, 2019 Filed May 15, 2019 21:00 UTC | MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144 | GrantCommon Stock | 2,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030068 · doc4.xml · nonDerivative · entry 1 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,286 F1 · security: Includes shares of common stock previously reported by the reporting person in Table I of Form 4 under the title "Non-Employee Director Share Awards." F2 · shares: Vests immediately and is payable in common stock upon the reporting person's termination of service as a director. F1 · balance_after: Includes shares of common stock previously reported by the reporting person in Table I of Form 4 under the title "Non-Employee Director Share Awards." Read SEC document |
| May 01, 2019 Filed May 3, 2019 21:08 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 5,854 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-012040 · doc4.xml · nonDerivative · entry 1 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,534 F1 · shares: These securities are deferred restricted common unit awards granted under The Carlyle Group L.P. 2012 Equity Incentive Plan. These securities will vest on May 1, 2020, subject to Mr. Shaw's continued service on the board of directors of Carlyle Group Management L.L.C., the general partner of The Carlyle Group L.P., on such vesting date. Read SEC document |
| December 18, 2018 Filed Jan 25, 2019 21:42 UTC | MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144 | GiftCommon Stock | 137,940.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005360 · doc5.xml · nonDerivative · entry 3 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · WJS 2018 GRAT 2 Disclosed balance after: 137,940.94 F4 · shares: Includes the transfer of 61,564.94 shares by the reporting person from a grantor retained annuity trust (WJS 2018 GRAT 1) and the transfer of 76,376 shares by the reporting person from shares directly owned on December 18, 2018. Read SEC document |
| October 04, 2018 Filed Jan 25, 2019 21:42 UTC | MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144 | PurchaseCommon Stock | 225.94 | $103.07 | $23,287.64 |
DisclosureSEC source: 0001209191-19-005360 · doc5.xml · nonDerivative · entry 2 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · WJS 2018 GRAT 1 Disclosed balance after: 0 F2 · security: This holding was inadvertently ommitted from the reporting person's prior Forms 4. F3 · shares: Due to an administrative error cash dividends were reinvested in common stock. Read SEC document |
| September 07, 2018 Filed Jan 25, 2019 21:42 UTC | MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144 | GiftCommon Stock | 61,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005360 · doc5.xml · nonDerivative · entry 1 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · WJS 2018 GRAT 1 Disclosed balance after: 0 F1 · shares: Reflects 61,339 shares transferred by the reporting person to a grantor retained annuity trust on September 7, 2018. Read SEC document |
| May 16, 2018 Filed May 18, 2018 20:32 UTC | MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144 | GrantNon-Employee Director Share Awards | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-031421 · doc4.xml · nonDerivative · entry 1 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,922 F1 · shares: Vests immediately and is payable in common stock upon the reporting person's termination of service as a director. Read SEC document |
| May 09, 2018 Filed May 16, 2018 21:38 UTC | DiamondRock Hospitality Co DRH · Entity 4359 | GrantCommon | 7,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001298946-18-000070 · wf-form4_152650669623588.xml · nonDerivative · entry 1 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,742 F1 · kind: Annual grant of $85,000 of fully vested common stock. Read SEC document |
| May 01, 2018 Filed May 3, 2018 23:05 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 5,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-011396 · doc4.xml · nonDerivative · entry 1 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,680 F1 · shares: These securities are deferred restricted common unit awards granted under The Carlyle Group L.P. 2012 Equity Incentive Plan. These securities will vest on May 1, 2019, subject to Mr. Shaw's continued service on the board of directors of Carlyle Group Management L.L.C., the general partner of The Carlyle Group L.P., on such vesting date. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:44 UTC | MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144 | GrantNon-Employee Director Share Awards | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-033143 · doc4.xml · nonDerivative · entry 1 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,014 F1 · shares: Vests immediately and is payable in common stock upon the reporting person's termination of service as a director. Read SEC document |
| May 10, 2017 Filed May 11, 2017 22:23 UTC | DiamondRock Hospitality Co DRH · Entity 4359 | GrantCommon | 7,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001298946-17-000047 · wf-form4_149454137621448.xml · nonDerivative · entry 1 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,551 F1 · kind: Annual grant of $85,000 of fully vested common stock. Read SEC document |
| May 01, 2017 Filed May 3, 2017 21:04 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 5,634 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-011660 · doc4.xml · nonDerivative · entry 1 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,854 F1 · shares: These securities are deferred restricted common unit awards granted under The Carlyle Group L.P. 2012 Equity Incentive Plan. These securities will vest on May 1, 2018, subject to Mr. Shaw's continued service on the board of directors of Carlyle Group Management L.L.C., the general partner of The Carlyle Group L.P., on such vesting date. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 19:14 UTC | DiamondRock Hospitality Co DRH · Entity 4359 | GrantCommon | 4,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001298946-16-000172 · wf-form4_147923723504090.xml · nonDerivative · entry 1 SHAW WILLIAM JOSEPH · CIK 0001252544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,731 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.