Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENWORTH FINANCIAL INCGNW · Entity 4085 | EVP & Chief Financial Officer | May 15, 2020 | May 18, 2020 |
| OPENLANE, Inc.OPLN · Entity 4015 | Director | June 05, 2026 | June 08, 2026 |
| TRINET GROUP, INC.TNET · Entity 4202 | EVP & CHIEF FINANCIAL OFFICER | November 15, 2025 | November 18, 2025 |
| TaskUs, Inc.TASK · Entity 5199 | Director | May 21, 2026 | May 26, 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.
GENWORTH FINANCIAL INC
Report date May 15, 2020 · Filed May 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 543,690 |
Ending reported balance
After 2020-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-05-15 · Exercise / conversion · Acquired 90,090 · Balance 584,321 F1: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. Row 2 · 2020-05-15 · Tax withholding · Disposed 40,631 · Balance 543,690 F2: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on May 15, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 180,181 |
Reported balance
After 2020-05-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-05-15 · Exercise / conversion · Disposed 90,090 · Balance 180,181 F1: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. F3: Restricted Stock Units vested and converted to Class A Common Stock on May 15, 2020. |
| Class A Common StockSEC Table I · non-derivative | Indirectby 401(k) | 1,278.87 |
Reported balance
Holding disclosure · report date 2020-05-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,278.87 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis.
F2: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on May 15, 2020.
F3: Restricted Stock Units vested and converted to Class A Common Stock on May 15, 2020.
OPENLANE, Inc.
Report date June 05, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 6,031 |
Reported balance
After 2026-06-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 6,031 · Balance 6,031 F1: The phantom stock will convert into shares of common stock on a one-for-one basis. F2: Represents director fees deferred in the reporting person's account in the KAR Auction Services, Inc. Directors Deferred Compensation Plan. 6,031 shares of phantom stock vest on June 5, 2027, and are subject to forfeiture until vested. All other shares of phantom stock are vested. F3: The reporting person will receive shares of common stock, on a one-for-one basis, at a future date(s) specified by her subject to the terms and conditions of the KAR Auction Services, Inc. Directors Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock will convert into shares of common stock on a one-for-one basis.
F2: Represents director fees deferred in the reporting person's account in the KAR Auction Services, Inc. Directors Deferred Compensation Plan. 6,031 shares of phantom stock vest on June 5, 2027, and are subject to forfeiture until vested. All other shares of phantom stock are vested.
F3: The reporting person will receive shares of common stock, on a one-for-one basis, at a future date(s) specified by her subject to the terms and conditions of the KAR Auction Services, Inc. Directors Deferred Compensation Plan.
TRINET GROUP, INC.
Report date November 15, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,500 |
Last balance in matching sequence
After 2025-11-15 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2025-11-14 · Grant · Acquired 109 · Balance 86,138 F1: These shares were acquired under the TriNet Group, Inc. 2014 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Row 2 · 2025-11-15 · Tax withholding · Disposed 429 · Balance 85,709 F3: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Row 3 · 2025-11-15 · Tax withholding · Disposed 458 · Balance 85,251 F4: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Row 4 · 2025-11-15 · Tax withholding · Disposed 316 · Balance 84,935 F5: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Row 5 · 2025-11-15 · Tax withholding · Disposed 435 · Balance 84,500 F6: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired under the TriNet Group, Inc. 2014 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(c) and Rule 16b-3(d).
F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.
F3: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022.
F4: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023.
F5: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024.
F6: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025.
TaskUs, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 56,198 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Exercise / conversion · Acquired 12,491 · Balance 56,198 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Exercise / conversion · Disposed 12,491 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 28,037 |
Reported balance
After 2026-05-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-21 · Grant · Acquired 28,037 · Balance 28,037 F2: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 21, 2027 or (b) the date of the 2027 Annual Stockholder Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting.
F2: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 21, 2027 or (b) the date of the 2027 Annual Stockholder Meeting.
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 20, 2017 Filed Feb 21, 2017 22:08 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionClass A Common Stock | 1,062 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-012778 · doc4.xml · nonDerivative · entry 3 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,957 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: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. Read SEC document |
| February 20, 2017 Filed Feb 28, 2017 21:06 UTC Amendment | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionRestricted Stock Units · Derivative | 1,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015234 · doc4a.xml · derivative · entry 6 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,062 Underlying: Class A Common Stock · 1,062 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. F1 · derivative.exercise_price: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. F5 · derivative.exercise_date: Restricted Stock Units vested and converted to Class A Common Stock on February 20, 2017. F5 · derivative.expiration_date: Restricted Stock Units vested and converted to Class A Common Stock on February 20, 2017. Read SEC document |
| February 20, 2017 Filed Feb 28, 2017 21:06 UTC Amendment | GENWORTH FINANCIAL INC GNW · Entity 4085 | Tax withholdingClass A Common Stock | 352 | $4.01 | $1,411.52 |
DisclosureSEC source: 0001209191-17-015234 · doc4a.xml · nonDerivative · entry 2 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,002 F2 · shares: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 20, 2017. Read SEC document |
| February 20, 2017 Filed Feb 28, 2017 21:06 UTC Amendment | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionClass A Common Stock | 1,062 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-015234 · doc4a.xml · nonDerivative · entry 1 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,354 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: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. Read SEC document |
| February 18, 2017 Filed Feb 21, 2017 22:08 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionRestricted Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012778 · doc4.xml · derivative · entry 6 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Class A Common Stock · 60,000 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. F1 · derivative.exercise_price: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. F4 · derivative.exercise_date: Restricted Stock Units vested and converted to Class A Common Stock on February 18, 2017. F4 · derivative.expiration_date: Restricted Stock Units vested and converted to Class A Common Stock on February 18, 2017. Read SEC document |
| February 18, 2017 Filed Feb 21, 2017 22:08 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Tax withholdingClass A Common Stock | 20,397 | $4.01 | $81,791.97 |
DisclosureSEC source: 0001209191-17-012778 · doc4.xml · nonDerivative · entry 2 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,895 F2 · shares: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 18, 2017. Read SEC document |
| February 18, 2017 Filed Feb 21, 2017 22:08 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionClass A Common Stock | 60,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-012778 · doc4.xml · nonDerivative · entry 1 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,292 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: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 22:25 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionRestricted Stock Units · Derivative | 2,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011603 · doc4.xml · derivative · entry 4 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,887 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. F1 · derivative.exercise_price: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Class A Common Stock on February 15, 2017. F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Class A Common Stock on February 15, 2017. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 22:25 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Tax withholdingClass A Common Stock | 1,109 | $3.80 | $4,214.20 |
DisclosureSEC source: 0001209191-17-011603 · doc4.xml · nonDerivative · entry 2 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,292 F2 · shares: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 15, 2017. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 22:25 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionClass A Common Stock | 2,887 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-011603 · doc4.xml · nonDerivative · entry 1 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,401 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: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 21:16 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148619 · doc4.xml · derivative · entry 4 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Common Stock · 2,500 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. F1 · derivative.exercise_price: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Class A Common Stock on November 3, 2016. F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Class A Common Stock on November 3, 2016. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 21:16 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Tax withholdingClass A Common Stock | 828 | $4.14 | $3,427.92 |
DisclosureSEC source: 0001209191-16-148619 · doc4.xml · nonDerivative · entry 2 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,514 F2 · shares: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on November 3, 2016. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 21:16 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionClass A Common Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-148619 · doc4.xml · nonDerivative · entry 1 Groh Kelly L · CIK 0001549864 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,342 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: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. 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.