Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Babcock & Wilcox Enterprises, Inc.BW · Entity 4934 | Director | August 13, 2019 | August 16, 2019 |
| MARRIOTT VACATIONS WORLDWIDE CorpVAC · Entity 4144 | Director · Chief Executive Officer | 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.
Babcock & Wilcox Enterprises, Inc.
Report date August 13, 2019 · Filed August 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,247 |
Reported balance
After 2019-08-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-08-13 · Exercise / conversion · Acquired 25,606 · Balance 67,247 F1: On July 24, 2019, the Issuer completed a one-for-ten reverse stock split of the Issuer's common stock. This amount has been adjusted to give effect to this reverse stock split. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2019-08-13 | Direct | 25,606 |
Reported balance
After 2019-08-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-08-13 · Grant · Acquired 25,606 · Balance 25,606 F2: Each restricted stock unit is granted pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F3: All restricted stock units vested immediately upon grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2019-08-13 | Direct | 0 |
Reported balance
After 2019-08-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-08-13 · Exercise / conversion · Disposed 25,606 · Balance 0 F2: Each restricted stock unit is granted pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F3: All restricted stock units vested immediately upon grant. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 24, 2019, the Issuer completed a one-for-ten reverse stock split of the Issuer's common stock. This amount has been adjusted to give effect to this reverse stock split.
F2: Each restricted stock unit is granted pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock.
F3: All restricted stock units vested immediately upon grant.
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 | 86,266 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 23 · Balance 86,266 F1: The Reporting Person elected to receive any dividends with respect to cerain 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 cerain 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Franchise Group, Inc.
Report date August 21, 2023 · Filed August 23, 2023
Section 16 reporting ended · disclosed 2023-08-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-08-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-08-21 · Exercise / conversion · Acquired 6,986 · Balance 135,027 F1: Pursuant to the Agreement and Plan of Merger, dated as of May 10, 2023 (the "Merger Agreement"), by and among Franchise Group, Inc., a Delaware corporation, Freedom VCM, Inc., a Delaware corporation (the "Parent"), and Freedom VCM Subco, Inc., a Delaware corporation and wholly owned subsidiary of the Parent, at the Effective Time (as defined therein), each outstanding restricted stock unit automatically accelerated and vested in full, and converted into the right to receive, without interest, an amount in cash equal to the product obtained by multiplying (A) the number of shares of common stock subject to such restricted stock unit immediately prior to the Effective Time by (B) $30.00, less applicable taxes required to be withheld. Row 2 · 2023-08-21 · Disposition to issuer · Disposed 6,986 · Balance 128,041 F2: Disposed of in connection with the transactions contemplated by the Merger Agreement. Row 3 · 2023-08-21 · Disposition to issuer · Disposed 128,041 · Balance 0 F3: Pursuant to the Merger Agreement, each share of common stock reported in this row was converted into the right to receive a cash payment (without interest and subject to any applicable taxes) equal to the per share merger consideration of $30.00. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Franchise Group, Inc. common stock. |
| Employee Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.01 · Expires 2023-12-13 | Direct | 0 |
Reported balance
After 2023-08-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-08-21 · Disposition to issuer · Disposed 13,889 · Balance 0 F4: These options were canceled pursuant to the Merger Agreement and converted into the right to receive, without interest, an amount in cash equal to the product obtained by multiplying (A) the number of shares of common stock subject to such option immediately prior to the Effective Time by (B) $30.00, less applicable taxes required to be withheld. |
| Employee Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.93 · Expires 2024-09-12 | Direct | 0 |
Reported balance
After 2023-08-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-08-21 · Disposition to issuer · Disposed 9,299 · Balance 0 F4: These options were canceled pursuant to the Merger Agreement and converted into the right to receive, without interest, an amount in cash equal to the product obtained by multiplying (A) the number of shares of common stock subject to such option immediately prior to the Effective Time by (B) $30.00, less applicable taxes required to be withheld. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-08-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-08-21 · Exercise / conversion · Disposed 6,986 · Balance 0 F5: When granted, each unit represented a contingent right to receive one share of Franchise Group, Inc. common stock. F1: Pursuant to the Agreement and Plan of Merger, dated as of May 10, 2023 (the "Merger Agreement"), by and among Franchise Group, Inc., a Delaware corporation, Freedom VCM, Inc., a Delaware corporation (the "Parent"), and Freedom VCM Subco, Inc., a Delaware corporation and wholly owned subsidiary of the Parent, at the Effective Time (as defined therein), each outstanding restricted stock unit automatically accelerated and vested in full, and converted into the right to receive, without interest, an amount in cash equal to the product obtained by multiplying (A) the number of shares of common stock subject to such restricted stock unit immediately prior to the Effective Time by (B) $30.00, less applicable taxes required to be withheld. F6: The restricted stock unit award was granted on February 24, 2023 and was subject to vesting in full on February 24, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of May 10, 2023 (the "Merger Agreement"), by and among Franchise Group, Inc., a Delaware corporation, Freedom VCM, Inc., a Delaware corporation (the "Parent"), and Freedom VCM Subco, Inc., a Delaware corporation and wholly owned subsidiary of the Parent, at the Effective Time (as defined therein), each outstanding restricted stock unit automatically accelerated and vested in full, and converted into the right to receive, without interest, an amount in cash equal to the product obtained by multiplying (A) the number of shares of common stock subject to such restricted stock unit immediately prior to the Effective Time by (B) $30.00, less applicable taxes required to be withheld.
F2: Disposed of in connection with the transactions contemplated by the Merger Agreement.
F3: Pursuant to the Merger Agreement, each share of common stock reported in this row was converted into the right to receive a cash payment (without interest and subject to any applicable taxes) equal to the per share merger consideration of $30.00. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Franchise Group, Inc. common stock.
F4: These options were canceled pursuant to the Merger Agreement and converted into the right to receive, without interest, an amount in cash equal to the product obtained by multiplying (A) the number of shares of common stock subject to such option immediately prior to the Effective Time by (B) $30.00, less applicable taxes required to be withheld.
F5: When granted, each unit represented a contingent right to receive one share of Franchise Group, Inc. common stock.
F6: The restricted stock unit award was granted on February 24, 2023 and was subject to vesting in full on February 24, 2024.
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 |
|---|---|---|---|---|---|---|
| April 30, 2018 Filed May 2, 2018 23:15 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | OtherSubscription rights (right to buy) · Derivative | 88,232 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001644999-18-000029 · edgar.xml · derivative · entry 2 Avril Matthew E · CIK 0001444238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 247,049 shares Expires 2018-04-30 F1 · shares: The reporting person exercised 88,232 subscription rights (each subscription right entitling the reporting person to purchase 2.8 shares of Babcock & Wilcox Enterprises, Inc. ("BW") common stock, par value $0.01 per share, at a subscription price of $2.00 per share), issued on a pro rata basis to holders of BW common stock on March 15, 2018. Read SEC document |
| April 30, 2018 Filed May 2, 2018 23:15 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | OtherCommon Stock | 247,049 | $2.00 | $494,098.00 |
DisclosureSEC source: 0001644999-18-000029 · edgar.xml · nonDerivative · entry 1 Avril Matthew E · CIK 0001444238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,412 F1 · shares: The reporting person exercised 88,232 subscription rights (each subscription right entitling the reporting person to purchase 2.8 shares of Babcock & Wilcox Enterprises, Inc. ("BW") common stock, par value $0.01 per share, at a subscription price of $2.00 per share), issued on a pro rata basis to holders of BW common stock on March 15, 2018. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 19:07 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 8,232 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001644999-18-000009 · edgar.xml · derivative · entry 3 Avril Matthew E · CIK 0001444238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,232 shares Expires 2018-01-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: 100% of the RSUs vest immediately. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 19:07 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 8,232 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001644999-18-000009 · edgar.xml · derivative · entry 2 Avril Matthew E · CIK 0001444238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,232 Underlying: Common Stock · 8,232 shares Expires 2018-01-03 F1 · kind: Grant of restricted stock units pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of BW common stock. F2 · derivative.exercise_date: 100% of the RSUs vest immediately. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 19:07 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 8,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001644999-18-000009 · edgar.xml · nonDerivative · entry 1 Avril Matthew E · CIK 0001444238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,363 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.