Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Voya Financial, Inc.VOYA · Entity 3571 | See Remarks | June 08, 2026 | June 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,887 |
Reported balance
After 2026-06-08 transaction · row 1
1 source rowRow 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-derivative | IndirectBy 401(k) Plan | 6,722.1523 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,722.1523 |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 61,866 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 24,796 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| February 22, 2023 Filed Feb 24, 2023 13:36 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 2,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006955 · form4.xml · nonDerivative · entry 7 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,107 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, 2023 Filed Feb 24, 2023 13:36 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 2,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006955 · form4.xml · derivative · entry 14 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,247 Underlying: Common Stock · 2,462 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. Read SEC document |
| February 21, 2023 Filed Feb 24, 2023 13:36 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 888 | $74.44 | $66,102.72 |
DisclosureSEC source: 0001127602-23-006955 · form4.xml · nonDerivative · entry 6 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,068 Read SEC document |
| February 21, 2023 Filed Feb 24, 2023 13:36 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 2,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006955 · form4.xml · nonDerivative · entry 5 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,956 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 20, 2023 Filed Feb 24, 2023 13:36 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 1,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006955 · form4.xml · derivative · entry 13 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,709 Underlying: Common Stock · 1,585 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. Read SEC document |
| February 20, 2023 Filed Feb 24, 2023 13:36 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 3,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006955 · form4.xml · derivative · entry 12 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,354 Underlying: Common Stock · 3,678 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. F6 · derivative.exercise_price: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors. F6 · derivative.exercise_date: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors. F6 · 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 |
| February 20, 2023 Filed Feb 24, 2023 13:36 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 609 | $74.44 | $45,333.96 |
DisclosureSEC source: 0001127602-23-006955 · form4.xml · nonDerivative · entry 4 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,494 Read SEC document |
| February 20, 2023 Filed Feb 24, 2023 13:36 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 1,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006955 · form4.xml · nonDerivative · entry 3 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,103 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 20, 2023 Filed Feb 24, 2023 13:36 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 1,327 | $74.44 | $98,781.88 |
DisclosureSEC source: 0001127602-23-006955 · form4.xml · nonDerivative · entry 2 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,518 Read SEC document |
| February 20, 2023 Filed Feb 24, 2023 13:36 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 3,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006955 · form4.xml · nonDerivative · entry 1 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,845 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 |
| November 03, 2022 Filed Nov 4, 2022 20:02 UTC | Voya Financial, Inc. VOYA · Entity 3571 | SaleCommon Stock | 3,904 | $66.18 | $258,366.72 |
DisclosureSEC source: 0001127602-22-024959 · form4.xml · nonDerivative · entry 1 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 9, 2022. Read SEC document |
| October 28, 2022 Filed Oct 31, 2022 20:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 9,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024510 · form4.xml · derivative · entry 3 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,294 Underlying: Common Stock · 9,110 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. Read SEC document |
| October 28, 2022 Filed Oct 31, 2022 20:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 5,206 | $68.51 | $356,663.06 |
DisclosureSEC source: 0001127602-22-024510 · form4.xml · nonDerivative · entry 2 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,904 F2 · shares: FICA tax withholding on the grant of the restricted stock units. Read SEC document |
| October 28, 2022 Filed Oct 31, 2022 20:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 9,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024510 · form4.xml · nonDerivative · entry 1 Ogle Trevor · CIK 0001947110 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,110 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.