Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Allegion plcALLE · Entity 3420 | Director | June 05, 2026 | June 09, 2026 |
| QUANTA SERVICES, INC.PWR · Entity 2928 | Director | September 09, 2026 | September 11, 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.
Allegion plc
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 3,419 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Tax withholding · Disposed 292 · Balance 3,419 F1: Represents shares withheld by the Issuer to cover tax withholding obligations upon vesting of a restricted stock unit award. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to cover tax withholding obligations upon vesting of a restricted stock unit award.
QUANTA SERVICES, INC.
Report date September 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 203 |
Reported balance
After 2026-09-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-09 · Grant · Acquired 203 · Balance 203 F1: The restricted stock units are settled in shares of common stock on a one-for-one basis, provided that in certain circumstances the reporting person may elect to settle up to 50% of the restricted stock units in cash. F2: Unless otherwise provided in the award agreement, the restricted stock units vest and settle on June 1, 2027. Settlement of all or a portion of the restricted stock units may be deferred by the reporting person pursuant to the terms of a nonqualified deferred compensation plan maintained by the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units are settled in shares of common stock on a one-for-one basis, provided that in certain circumstances the reporting person may elect to settle up to 50% of the restricted stock units in cash.
F2: Unless otherwise provided in the award agreement, the restricted stock units vest and settle on June 1, 2027. Settlement of all or a portion of the restricted stock units may be deferred by the reporting person pursuant to the terms of a nonqualified deferred compensation plan maintained by the Company.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CHASE CORP
Report date November 15, 2023 · Filed November 15, 2023
Section 16 reporting ended · disclosed 2023-11-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Chase Corporation Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-11-15 transaction · row 1
1 source rowRow 1 · 2023-11-15 · Disposition to issuer · Disposed 1,434 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger, dated as of July 21, 2023, by and among Chase Corporation (the "Issuer"), Formulations Parent Corporation ("Parent") and Formulations Merger Sub Corporation, a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which, effective as of November 15, 2023 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly owned subsidiary of Parent (the "Merger"), and each issued and outstanding share of the Issuer's Common Stock (each, a "Share") was cancelled and converted into the right to receive $127.50 in cash (the "Per Share Consideration"), subject to any applicable withholding of taxes and without interest. F2: In accordance with the Merger Agreement, all shares underlying the restricted stock awards granted to the Reporting Person vested as of the Effective Time and were cancelled and converted into the right to receive a cash payment, without interest, in an amount equal to the Per Share Consideration, subject to any applicable withholding of taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger, dated as of July 21, 2023, by and among Chase Corporation (the "Issuer"), Formulations Parent Corporation ("Parent") and Formulations Merger Sub Corporation, a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which, effective as of November 15, 2023 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly owned subsidiary of Parent (the "Merger"), and each issued and outstanding share of the Issuer's Common Stock (each, a "Share") was cancelled and converted into the right to receive $127.50 in cash (the "Per Share Consideration"), subject to any applicable withholding of taxes and without interest.
F2: In accordance with the Merger Agreement, all shares underlying the restricted stock awards granted to the Reporting Person vested as of the Effective Time and were cancelled and converted into the right to receive a cash payment, without interest, in an amount equal to the Per Share Consideration, subject to any applicable withholding of taxes.
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 |
|---|---|---|---|---|---|---|
| September 09, 2026 Filed Sep 11, 2026 21:06 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | GrantRestricted Stock Units · Derivative | 203 | $0.00 | $0.00 |
DisclosureSEC source: 0001050915-26-000032 · wk-form4_1789160775.xml · derivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203 Underlying: Common Stock · 203 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units are settled in shares of common stock on a one-for-one basis, provided that in certain circumstances the reporting person may elect to settle up to 50% of the restricted stock units in cash. F2 · derivative.exercise_date: Unless otherwise provided in the award agreement, the restricted stock units vest and settle on June 1, 2027. Settlement of all or a portion of the restricted stock units may be deferred by the reporting person pursuant to the terms of a nonqualified deferred compensation plan maintained by the Company. F2 · derivative.expiration_date: Unless otherwise provided in the award agreement, the restricted stock units vest and settle on June 1, 2027. Settlement of all or a portion of the restricted stock units may be deferred by the reporting person pursuant to the terms of a nonqualified deferred compensation plan maintained by the Company. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 18:34 UTC | Allegion plc ALLE · Entity 3420 | Tax withholdingOrdinary Shares | 292 | $130.27 | $38,038.84 |
DisclosureSEC source: 0001938899-26-000006 · wk-form4_1781030068.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,419 F1 · shares: Represents shares withheld by the Issuer to cover tax withholding obligations upon vesting of a restricted stock unit award. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 19:25 UTC | Allegion plc ALLE · Entity 3420 | GrantOrdinary Shares | 1,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001938899-26-000003 · wk-form4_1780946736.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,711 F1 · shares: Restricted stock units that vest on June 4, 2027. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 21:16 UTC | Allegion plc ALLE · Entity 3420 | Tax withholdingOrdinary Shares | 319 | $139.34 | $44,449.46 |
DisclosureSEC source: 0001127602-25-017230 · form4.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,637 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock unit award. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 21:09 UTC | Allegion plc ALLE · Entity 3420 | GrantOrdinary Shares | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017114 · form4.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,956 F1 · shares: Restricted stock units that vest on June 5, 2026. Read SEC document |
| June 08, 2024 Filed Jun 11, 2024 20:28 UTC | Allegion plc ALLE · Entity 3420 | Tax withholdingOrdinary Shares | 294 | $116.52 | $34,256.88 |
DisclosureSEC source: 0001127602-24-018372 · form4.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,943 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock unit award. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 23:29 UTC | Allegion plc ALLE · Entity 3420 | GrantOrdinary Shares | 1,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018314 · form4.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,237 F1 · shares: Restricted stock units that vest on June 6, 2025. Read SEC document |
| April 13, 2024 Filed Apr 16, 2024 22:21 UTC | Allegion plc ALLE · Entity 3420 | Tax withholdingOrdinary Shares | 46 | $128.34 | $5,903.64 |
DisclosureSEC source: 0001127602-24-013041 · form4.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,132 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock unit award. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 22:31 UTC | Allegion plc ALLE · Entity 3420 | GrantOrdinary Shares | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029469 · form4.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,178 F1 · shares: Restricted stock units that vest on April 13, 2024. Read SEC document |
| November 15, 2023 Filed Nov 15, 2023 19:18 UTC | CHASE CORP CCF · Entity 108274 | Disposition to issuerChase Corporation Common Stock | 1,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-23-016302 · dp202776_4-rubin.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger, dated as of July 21, 2023, by and among Chase Corporation (the "Issuer"), Formulations Parent Corporation ("Parent") and Formulations Merger Sub Corporation, a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which, effective as of November 15, 2023 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly owned subsidiary of Parent (the "Merger"), and each issued and outstanding share of the Issuer's Common Stock (each, a "Share") was cancelled and converted into the right to receive $127.50 in cash (the "Per Share Consideration"), subject to any applicable withholding of taxes and without interest. F2 · price: In accordance with the Merger Agreement, all shares underlying the restricted stock awards granted to the Reporting Person vested as of the Effective Time and were cancelled and converted into the right to receive a cash payment, without interest, in an amount equal to the Per Share Consideration, subject to any applicable withholding of taxes. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:35 UTC | Allegion plc ALLE · Entity 3420 | GrantOrdinary Shares | 1,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018575 · form4.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,019 F1 · shares: Restricted stock units that vest on June 8, 2024. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 12:05 UTC | CHASE CORP CCF · Entity 108274 | GrantChase Corporation Common Stock | 978 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002206 · form4-02092023_050214.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,434 F1 · shares: Represents restricted stock vesting on February 1, 2024. Read SEC document |
| July 12, 2022 Filed Jul 20, 2022 15:42 UTC | CHASE CORP CCF · Entity 108274 | GrantChase Corporation Common Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007814 · form4-07202022_120717.xml · nonDerivative · entry 1 Rubin Ellen · CIK 0001938899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456 F1 · shares: Represents restricted stock vesting 2/1/2023. 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.