Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Epiphany Technology Acquisition Corp.EPHY · Entity 123266 | Director · Vice Chairman | January 07, 2021 | January 07, 2021 |
| EverQuote, Inc.EVER · Entity 2081 | Director | June 04, 2026 | June 05, 2026 |
| IRON MOUNTAIN INCIRM · Entity 517 | Director | March 24, 2021 | March 25, 2021 |
| RESIDEO TECHNOLOGIES, INC.REZI · Entity 1292 | Director | June 03, 2026 | June 05, 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.
Epiphany Technology Acquisition Corp.
Report date January 07, 2021 · Filed January 07, 2021
This filing explicitly reported no securities owned.
EverQuote, Inc.
Report date June 04, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 81,748 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 9,105 · Balance 81,748 F1: Consists of shares of Class A Common Stock issuable under 9,105 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest quarterly over one year, beginning April 4, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares of Class A Common Stock issuable under 9,105 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest quarterly over one year, beginning April 4, 2026.
IRON MOUNTAIN INC
Report date March 24, 2021 · Filed March 25, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 64,172 |
Reported balance
After 2021-03-24 transaction · row 1
1 source rowRow 1 · 2021-03-24 · Sale · Disposed 1,798 · Balance 64,172 |
RESIDEO TECHNOLOGIES, INC.
Report date June 03, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,294 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 5,468 · Balance 80,294 |
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 |
|---|---|---|---|---|---|---|
| January 13, 2020 Filed Jan 14, 2020 21:55 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 13,390 | $16.69 | $223,412.15 |
DisclosureSEC source: 0001020569-20-000022 · wf-form4_157903893510908.xml · nonDerivative · entry 1 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,161 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 16, 2019 Filed Nov 19, 2019 22:53 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Exercise / conversionRestricted Stock Units · Derivative | 5,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057288 · doc4.xml · derivative · entry 2 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,578 shares Expires 2019-11-16 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: Instrument converts to common stock on a one-for-one basis. Read SEC document |
| November 16, 2019 Filed Nov 19, 2019 22:53 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Exercise / conversionCommon Stock | 5,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057288 · doc4.xml · nonDerivative · entry 1 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,578 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 21:57 UTC | EverQuote, Inc. EVER · Entity 2081 | PurchaseClass A Common Stock | 1,600 | $29.35 | $46,960.00 |
DisclosureSEC source: 0000899243-19-027124 · doc4.xml · nonDerivative · entry 1 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,244 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $29.30 to $29.37, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this Form 4. Read SEC document |
| June 12, 2019 Filed Jun 13, 2019 13:21 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantRestricted Stock Units · Derivative | 5,799 | $20.69 | $119,981.31 |
DisclosureSEC source: 0001209191-19-036609 · doc4.xml · derivative · entry 1 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,799 Underlying: Common Stock · 5,799 shares Expires not disclosed F1 · derivative.exercise_price: Grant of restricted stock units issued under the 2018 Stock Plan for Non-Employee Directors of Resideo Technologies, Inc. which, subject to earlier forfeiture, will vest on June 12, 2020. F1 · derivative.exercise_date: Grant of restricted stock units issued under the 2018 Stock Plan for Non-Employee Directors of Resideo Technologies, Inc. which, subject to earlier forfeiture, will vest on June 12, 2020. F1 · derivative.expiration_date: Grant of restricted stock units issued under the 2018 Stock Plan for Non-Employee Directors of Resideo Technologies, Inc. which, subject to earlier forfeiture, will vest on June 12, 2020. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 22:52 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 1,636 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-016881 · doc4.xml · nonDerivative · entry 2 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,644 F2 · shares: Consists of shares of Class A Common Stock issuable under 1,636 RSUs. Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs vested as of June 11, 2019. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 22:52 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 10,008 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-016881 · doc4.xml · nonDerivative · entry 1 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,008 F1 · shares: Consists of shares of Class A Common Stock issuable under 10,008 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in full on the earlier of June 11, 2020 and the next annual stockholders meeting of EverQuote, Inc. Read SEC document |
| May 22, 2019 Filed May 24, 2019 21:17 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 5,060 | $0.01 | $50.60 |
DisclosureSEC source: 0001020569-19-000162 · wf-form4_155873262166017.xml · nonDerivative · entry 1 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,771 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 22, 2019. The RSUs vest on the grant date. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 00:00 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantRestricted Stock Units · Derivative | 11,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-029348 · doc4.xml · derivative · entry 2 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,157 Underlying: Common Stock · 11,157 shares Expires not disclosed F2 · derivative.exercise_price: Grant of restricted stock units pursuant to the 2018 Stock Plan for Non-Employee Directors of Resideo Technologies, Inc., which will vest as to 50% on November 16, 2021 and 50% on November 16, 2022 or, if earlier, shall fully vest upon the director's death or disability, or removal from the board of directors of Resideo coincident with the occurrence of a change in control. F2 · derivative.exercise_date: Grant of restricted stock units pursuant to the 2018 Stock Plan for Non-Employee Directors of Resideo Technologies, Inc., which will vest as to 50% on November 16, 2021 and 50% on November 16, 2022 or, if earlier, shall fully vest upon the director's death or disability, or removal from the board of directors of Resideo coincident with the occurrence of a change in control. F2 · derivative.expiration_date: Grant of restricted stock units pursuant to the 2018 Stock Plan for Non-Employee Directors of Resideo Technologies, Inc., which will vest as to 50% on November 16, 2021 and 50% on November 16, 2022 or, if earlier, shall fully vest upon the director's death or disability, or removal from the board of directors of Resideo coincident with the occurrence of a change in control. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 00:00 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantRestricted Stock Units · Derivative | 5,578 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-029348 · doc4.xml · derivative · entry 1 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,578 Underlying: Common Stock · 5,578 shares Expires not disclosed F1 · derivative.exercise_price: Grant of restricted stock units pursuant to the 2018 Stock Plan for Non-Employee Directors of Resideo Technologies, Inc., which will vest on the earliest of November 16, 2019, the reporting person's death or disability, or removal from the board of directors of Resideo coincident with the occurrence of a change in control. F1 · derivative.exercise_date: Grant of restricted stock units pursuant to the 2018 Stock Plan for Non-Employee Directors of Resideo Technologies, Inc., which will vest on the earliest of November 16, 2019, the reporting person's death or disability, or removal from the board of directors of Resideo coincident with the occurrence of a change in control. F1 · derivative.expiration_date: Grant of restricted stock units pursuant to the 2018 Stock Plan for Non-Employee Directors of Resideo Technologies, Inc., which will vest on the earliest of November 16, 2019, the reporting person's death or disability, or removal from the board of directors of Resideo coincident with the occurrence of a change in control. Read SEC document |
| June 14, 2018 Filed Jun 19, 2018 01:10 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 4,413 | $0.01 | $44.13 |
DisclosureSEC source: 0001104659-18-040908 · a4.xml · nonDerivative · entry 1 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,711 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on June 14, 2018. The RSUs vest on the grant date. Read SEC document |
| May 24, 2017 Filed May 26, 2017 22:39 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 3,879 | $0.01 | $38.79 |
DisclosureSEC source: 0001104659-17-035799 · a4.xml · nonDerivative · entry 1 DENINGER PAUL F · CIK 0001190861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,298 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 24, 2017. The RSUs vest on the grant date. 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.