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Ogle Trevor

Disclosed activity across 1 company

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39719
SEC CIK
0001947110

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Voya Financial, Inc.VOYA · Entity 3571See RemarksJune 08, 2026June 10, 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.

Voya Financial, Inc.

Report date June 08, 2026 · Filed June 10, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect2,887 Reported balance After 2026-06-08 transaction · row 1
1 source row

Row 1 · 2026-06-08 · Sale · Disposed 3,994 · Balance 2,887

F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2025.

Common StockSEC Table I · non-derivativeIndirectBy 401(k) Plan6,722.1523 Reported balance Holding disclosure · report date 2026-06-08 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 6,722.1523

Performance Stock UnitSEC Table II · derivative / convertible securityDirect61,866 Reported balance Holding disclosure · report date 2026-06-08 · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · Balance 61,866

F2: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect24,796 Reported balance Holding disclosure · report date 2026-06-08 · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · Balance 24,796

F3: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2025.

F2: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors.

F3: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 08, 2026 Filed Jun 10, 2026 22:18 UTC Voya Financial, Inc. VOYA · Entity 3571 SaleCommon Stock 3,994 $90.00 $359,460.00
Disclosure

SEC source: 0001535929-26-000120 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,887

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2025.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:07 UTC Voya Financial, Inc. VOYA · Entity 3571 SaleCommon Stock 1,689 $65.00 $109,785.00
Disclosure

SEC source: 0001535929-26-000051 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,881

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2025.

Read SEC document
February 20, 2026 Filed Feb 23, 2026 21:08 UTC Voya Financial, Inc. VOYA · Entity 3571 SaleCommon Stock 8,536 $73.81 $630,071.18
Disclosure

SEC source: 0001535929-26-000045 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,570

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2025.

F2 · price: This transaction was executed in multiple trades at prices ranging from $73.07 to $74.335. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the company, or a security holder of the company, full information regarding the shares sold at each separate price.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 21:46 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionRestricted Stock Units · Derivative 9,192 $0.00 $0.00
Disclosure

SEC source: 0001535929-26-000029 · form4.xml · derivative · entry 8

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,796

Underlying: Common Stock · 9,192 shares

Expires not disclosed

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.

F7 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F7 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F7 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 21:46 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantRestricted Stock Units · Derivative 15,973 $0.00 $0.00
Disclosure

SEC source: 0001535929-26-000029 · form4.xml · derivative · entry 7

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,988

Underlying: Common Stock · 15,973 shares

Expires not disclosed

F3 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F6 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 15, 2028 and 1/3 February 20, 2029.

F6 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 15, 2028 and 1/3 February 20, 2029.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 21:46 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionPerformance Stock Unit · Derivative 4,250 $0.00 $0.00
Disclosure

SEC source: 0001535929-26-000029 · form4.xml · derivative · entry 6

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,866

Underlying: Common Stock · 4,250 shares

Expires not disclosed

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.

F5 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F5 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F5 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 21:46 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantPerformance Stock Unit · Derivative 19,523 $0.00 $0.00
Disclosure

SEC source: 0001535929-26-000029 · form4.xml · derivative · entry 5

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,116

Underlying: Common Stock · 19,523 shares

Expires not disclosed

F3 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F4 · derivative.exercise_date: The number of common stock that will be delivered for each performance unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 20, 2029) can range from 0% to 150% of the number presented above.

F4 · derivative.expiration_date: The number of common stock that will be delivered for each performance unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 20, 2029) can range from 0% to 150% of the number presented above.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 21:46 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 4,906 $74.39 $364,957.34
Disclosure

SEC source: 0001535929-26-000029 · form4.xml · nonDerivative · entry 3

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,106

Read SEC document
February 17, 2026 Filed Feb 19, 2026 21:46 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 9,192 $0.00 $0.00
Disclosure

SEC source: 0001535929-26-000029 · form4.xml · nonDerivative · entry 2

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,012

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.

F1 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 21:46 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 4,250 $0.00 $0.00
Disclosure

SEC source: 0001535929-26-000029 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,820

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.

F1 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation.

Read SEC document
October 25, 2025 Filed Oct 29, 2025 20:10 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionPerformance Stock Unit · Derivative 2,722 $0.00 $0.00
Disclosure

SEC source: 0001535929-25-000109 · form4.xml · derivative · entry 4

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,593

Underlying: Common Stock · 2,722 shares

Expires not disclosed

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_price: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors.

F2 · derivative.exercise_date: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors.

F2 · derivative.expiration_date: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors.

Read SEC document
October 25, 2025 Filed Oct 29, 2025 20:10 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 1,390 $73.69 $102,429.10
Disclosure

SEC source: 0001535929-25-000109 · form4.xml · nonDerivative · entry 2

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,570

Read SEC document
October 25, 2025 Filed Oct 29, 2025 20:10 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 2,722 $73.69 $200,584.18
Disclosure

SEC source: 0001535929-25-000109 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,960

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.

F1 · shares: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying performance stock units that were awarded as compensation.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 20:10 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionPerformance-Based Stock Options · Derivative 12,500 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-020685 · form4.xml · derivative · entry 4

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,500 shares

Expires not disclosed

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_price: The options vest based on conditions set forth in their respective agreements.

F2 · derivative.exercise_date: The options vest based on conditions set forth in their respective agreements.

F2 · derivative.expiration_date: The options vest based on conditions set forth in their respective agreements.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 20:10 UTC Voya Financial, Inc. VOYA · Entity 3571 SaleCommon Stock 13,832 $75.00 $1,037,400.00
Disclosure

SEC source: 0001127602-25-020685 · form4.xml · nonDerivative · entry 2

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,238

F1 · shares: The options executed and stock sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2024.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 20:10 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 12,500 $37.60 $470,000.00
Disclosure

SEC source: 0001127602-25-020685 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,070

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.

F1 · shares: The options executed and stock sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2024.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 17:43 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionRestricted Stock Units · Derivative 1,556 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-018815 · form4.xml · derivative · entry 4

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,015

Underlying: Common Stock · 1,556 shares

Expires not disclosed

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_price: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

F2 · derivative.exercise_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

F2 · derivative.expiration_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 17:43 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 795 $72.51 $57,645.45
Disclosure

SEC source: 0001127602-25-018815 · form4.xml · nonDerivative · entry 2

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,570

Read SEC document
July 01, 2025 Filed Jul 3, 2025 17:43 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 1,556 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-018815 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,365

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.

F1 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

Read SEC document
February 21, 2025 Filed Feb 24, 2025 21:10 UTC Voya Financial, Inc. VOYA · Entity 3571 SaleCommon Stock 2,118 $73.45 $155,577.27
Disclosure

SEC source: 0001127602-25-006361 · form4.xml · nonDerivative · entry 2

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,809

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2024.

F3 · price: This transaction was executed in multiple trades at prices ranging from $73.055 to $73.86. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the company, or a security holder of the company, full information regarding the shares sold at each separate price.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:10 UTC Voya Financial, Inc. VOYA · Entity 3571 SaleCommon Stock 3,764 $74.25 $279,495.44
Disclosure

SEC source: 0001127602-25-006361 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,927

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $74.00 to $74.58. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the company, or a security holder of the company, full information regarding the shares sold at each separate price.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:37 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionRestricted Stock Units · Derivative 8,288 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-006009 · form4.xml · derivative · entry 8

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,571

Underlying: Common Stock · 8,288 shares

Expires not disclosed

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.

F7 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F7 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F7 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:37 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantRestricted Stock Units · Derivative 8,831 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-006009 · form4.xml · derivative · entry 7

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,859

Underlying: Common Stock · 8,831 shares

Expires not disclosed

F3 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F6 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

F6 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:37 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionPerformance Stock Unit · Derivative 3,958 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-006009 · form4.xml · derivative · entry 6

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,315

Underlying: Common Stock · 3,958 shares

Expires not disclosed

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.

F5 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F5 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F5 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:37 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantPerformance Stock Unit · Derivative 10,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-006009 · form4.xml · derivative · entry 5

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,273

Underlying: Common Stock · 10,000 shares

Expires not disclosed

F3 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F4 · derivative.exercise_date: The number of common stock that will be delivered for each performance unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

F4 · derivative.expiration_date: The number of common stock that will be delivered for each performance unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:37 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 4,488 $75.67 $339,606.96
Disclosure

SEC source: 0001127602-25-006009 · form4.xml · nonDerivative · entry 3

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,691

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:37 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 8,288 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-006009 · form4.xml · nonDerivative · entry 2

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,179

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.

F1 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:37 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 3,958 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-006009 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,891

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.

F1 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:12 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionRestricted Stock Units · Derivative 1,556 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · derivative · entry 7

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,028

Underlying: Common Stock · 1,556 shares

Expires not disclosed

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.

F3 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F3 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F3 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:12 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionPerformance Stock Unit · Derivative 2,722 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · derivative · entry 6

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,273

Underlying: Common Stock · 2,722 shares

Expires not disclosed

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_price: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors.

F2 · derivative.exercise_date: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors.

F2 · derivative.expiration_date: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:12 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 795 $71.11 $56,532.45
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · nonDerivative · entry 4

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,943

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:12 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 1,556 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · nonDerivative · entry 3

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,738

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.

F1 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:12 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 1,390 $71.11 $98,842.90
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · nonDerivative · entry 2

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,172

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July 01, 2024 Filed Jul 2, 2024 20:12 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 2,722 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,562

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.

F1 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

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February 21, 2024 Filed Feb 22, 2024 21:33 UTC Voya Financial, Inc. VOYA · Entity 3571 SaleCommon Stock 6,317 $69.35 $438,068.16
Disclosure

SEC source: 0001127602-24-006313 · form4.xml · nonDerivative · entry 5

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,840

F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2022.

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February 21, 2024 Filed Feb 23, 2024 21:46 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantPerformance Stock Unit · Derivative 10,954 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006691 · form4.xml · derivative · entry 4

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,995

Underlying: Common Stock · 10,954 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F4 · derivative.exercise_date: The number of common stock that will be delivered for each performance unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 16, 2027) can range from 0% to 150% of the number presented above.

F4 · derivative.expiration_date: The number of common stock that will be delivered for each performance unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 16, 2027) can range from 0% to 150% of the number presented above.

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February 21, 2024 Filed Feb 23, 2024 21:46 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantRestricted Stock Units · Derivative 8,805 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006691 · form4.xml · derivative · entry 3

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,584

Underlying: Common Stock · 8,805 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F3 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

F3 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

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February 20, 2024 Filed Feb 22, 2024 21:33 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionPerformance Stock Unit · Derivative 5,458 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006313 · form4.xml · derivative · entry 7

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 35,041

Underlying: Common Stock · 5,458 shares

Expires not disclosed

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.

F5 · derivative.exercise_price: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors.

F5 · derivative.exercise_date: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors.

F5 · derivative.expiration_date: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors.

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February 20, 2024 Filed Feb 22, 2024 21:33 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionRestricted Stock Units · Derivative 7,814 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006313 · form4.xml · derivative · entry 6

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,779

Underlying: Common Stock · 7,814 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F4 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F4 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

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February 20, 2024 Filed Feb 22, 2024 21:33 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 4,837 $70.14 $339,267.18
Disclosure

SEC source: 0001127602-24-006313 · form4.xml · nonDerivative · entry 4

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,157

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February 20, 2024 Filed Feb 22, 2024 21:33 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 5,458 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006313 · form4.xml · nonDerivative · entry 3

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,994

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 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

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February 20, 2024 Filed Feb 22, 2024 21:33 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 7,814 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006313 · form4.xml · nonDerivative · entry 2

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,536

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 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

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July 03, 2023 Filed Jul 5, 2023 21:20 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionRestricted Stock Units · Derivative 1,555 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-020211 · form4.xml · derivative · entry 3

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,593

Underlying: Common Stock · 1,555 shares

Expires not disclosed

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.

F3 · derivative.exercise_price: The restricted stock units were awarded as compensation and convert to common stock on a 1 to 1 basis upon the vesting date.

F3 · derivative.exercise_date: The restricted stock units were awarded as compensation and convert to common stock on a 1 to 1 basis upon the vesting date.

F3 · derivative.expiration_date: The restricted stock units were awarded as compensation and convert to common stock on a 1 to 1 basis upon the vesting date.

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July 03, 2023 Filed Jul 5, 2023 21:20 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionCommon Stock 1,555 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-020211 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,722

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.

F1 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

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February 23, 2023 Filed Feb 24, 2023 13:36 UTC Voya Financial, Inc. VOYA · Entity 3571 SaleCommon Stock 1,303 $73.47 $95,731.41
Disclosure

SEC source: 0001127602-23-006955 · form4.xml · nonDerivative · entry 10

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167

F2 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2022.

F4 · balance_after: The reporting person's Form 4, filed 10/31/2022, erroneously reported that 5,206 of the reporting person's vested shares were withheld to pay taxes. The number of shares actually withheld was 5,039. As a result, the reporting person owned 4,071 shares as of 10/28/2022. Additionally, on November 3, 2022, the reporting person sold 3,904 of the shares related to the Form 4 filed on 10/31/2022. See the reporting person's Form 4, filed 11/04/2022. The figure in Column 5 reflects the 167 held by the reporting person as of 11/03/2022.

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February 22, 2023 Filed Feb 24, 2023 13:36 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantRestricted Stock Units · Derivative 9,940 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-006955 · form4.xml · derivative · entry 17

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,148

Underlying: Common Stock · 9,940 shares

Expires not disclosed

F8 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F10 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 20, 2024, 1/3 on February 18, 2025 and 1/3 on February 17, 2026.

F10 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 20, 2024, 1/3 on February 18, 2025 and 1/3 on February 17, 2026.

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February 22, 2023 Filed Feb 24, 2023 13:36 UTC Voya Financial, Inc. VOYA · Entity 3571 GrantPerformance Stock Unit · Derivative 12,145 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-006955 · form4.xml · derivative · entry 16

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,499

Underlying: Common Stock · 12,145 shares

Expires not disclosed

F8 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F9 · derivative.exercise_date: The number of common stock that will be delivered for each performance unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 17, 2026) can range from 0% to 150% of the number presented above.

F9 · derivative.expiration_date: The number of common stock that will be delivered for each performance unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 17, 2026) can range from 0% to 150% of the number presented above.

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February 22, 2023 Filed Feb 24, 2023 13:36 UTC Voya Financial, Inc. VOYA · Entity 3571 Exercise / conversionRestricted Stock Units · Derivative 2,039 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-006955 · form4.xml · derivative · entry 15

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,208

Underlying: Common Stock · 2,039 shares

Expires not disclosed

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.

F7 · derivative.exercise_price: The restricted stock units were awarded as compensation and convert to common stock on a 1 to 1 basis upon the vesting date.

F7 · derivative.exercise_date: The restricted stock units were awarded as compensation and convert to common stock on a 1 to 1 basis upon the vesting date.

F7 · derivative.expiration_date: The restricted stock units were awarded as compensation and convert to common stock on a 1 to 1 basis upon the vesting date.

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February 22, 2023 Filed Feb 24, 2023 13:36 UTC Voya Financial, Inc. VOYA · Entity 3571 SaleCommon Stock 4,901 $74.05 $362,904.35
Disclosure

SEC source: 0001127602-23-006955 · form4.xml · nonDerivative · entry 9

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,470

F2 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2022.

F3 · price: This transaction was executed in multiple trades at prices ranging from $73.65 to $74.45. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the company, or a security holder of the company, full information regarding the shares sold at each separate price.

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February 22, 2023 Filed Feb 24, 2023 13:36 UTC Voya Financial, Inc. VOYA · Entity 3571 Tax withholdingCommon Stock 736 $73.34 $53,978.24
Disclosure

SEC source: 0001127602-23-006955 · form4.xml · nonDerivative · entry 8

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,371

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.