Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AXIS CAPITAL HOLDINGS LTDAXS · Entity 3686 | Director | January 15, 2026 | January 20, 2026 |
| Brighthouse Financial, Inc.BHF · Entity 1737 | Director | June 02, 2026 | June 04, 2026 |
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | Director | September 04, 2026 | September 08, 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.
AXIS CAPITAL HOLDINGS LTD
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 24,525 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 1,843 · Balance 24,525 F1: Common shares issued as director's fees using January 15, 2026 closing price of $100.34. |
Filing footnotes · ownership attribution and instrument terms
F1: Common shares issued as director's fees using January 15, 2026 closing price of $100.34.
Brighthouse Financial, Inc.
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,234 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Exercise / conversion · Acquired 2,837 · Balance 7,234 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-02 · Exercise / conversion · Disposed 2,837 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,651 |
Reported balance
After 2026-06-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-02 · Grant · Acquired 2,651 · Balance 2,651 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F4: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.
F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.
F3: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF.
F4: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF.
PATHWARD FINANCIAL, INC.
Report date September 04, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,400 |
Reported balance
After 2026-09-04 transaction · row 1
1 source rowRow 1 · 2026-09-04 · Grant · Acquired 400 · Balance 15,400 F1: Award pursuant to the Company's 2023 Omnibus Incentive Plan |
Filing footnotes · ownership attribution and instrument terms
F1: Award pursuant to the Company's 2023 Omnibus Incentive Plan
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BOSTON PRIVATE FINANCIAL HOLDINGS INC
Report date July 01, 2021 · Filed July 06, 2021
Section 16 reporting ended · disclosed 2021-07-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 1
1 source rowRow 1 · 2021-07-01 · Disposition to issuer · Disposed 40,186.726 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer.
COMPUTER SCIENCES CORP
Report date April 01, 2017 · Filed April 05, 2017
Section 16 reporting ended · disclosed 2017-04-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-04-01 · Disposition to issuer · Disposed 4,200 · Balance 0 F1: Restricted Stock Units ("RSUs") were disposed of at the effective time of the the merger of Computer Sciences Corporation with and into New Everett Merger Sub, Inc. on April 1, 2017 (the "Merger") by conversion into restricted stock units of DXC Technology Company on the same terms and conditions that were in effect immediately prior to the consummation of the Merger. F2: Each Restricted Stock Unit (RSU) entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") were disposed of at the effective time of the the merger of Computer Sciences Corporation with and into New Everett Merger Sub, Inc. on April 1, 2017 (the "Merger") by conversion into restricted stock units of DXC Technology Company on the same terms and conditions that were in effect immediately prior to the consummation of the Merger.
F2: Each Restricted Stock Unit (RSU) entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders.
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 |
|---|---|---|---|---|---|---|
| May 15, 2017 Filed May 17, 2017 16:56 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,126 | $15.54 | $17,493.54 |
DisclosureSEC source: 0000821127-17-000039 · wf-form4_149505454839749.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,269.4 Read SEC document |
| April 01, 2017 Filed Apr 5, 2017 06:19 UTC | COMPUTER SCIENCES CORP CSC · Entity 177215 | Disposition to issuerRestricted Stock Units · Derivative | 4,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000023082-17-000054 · wf-form4_149138754904345.xml · derivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,200 shares Expires not disclosed F1 · shares: Restricted Stock Units ("RSUs") were disposed of at the effective time of the the merger of Computer Sciences Corporation with and into New Everett Merger Sub, Inc. on April 1, 2017 (the "Merger") by conversion into restricted stock units of DXC Technology Company on the same terms and conditions that were in effect immediately prior to the consummation of the Merger. F2 · derivative.exercise_date: Each Restricted Stock Unit (RSU) entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. F2 · derivative.expiration_date: Each Restricted Stock Unit (RSU) entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 16:06 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,032 | $16.95 | $17,494.46 |
DisclosureSEC source: 0000821127-17-000013 · wf-form4_148727916143373.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,143.4 Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 16:26 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,145 | $15.28 | $17,495.60 |
DisclosureSEC source: 0000821127-16-000246 · wf-form4_147933159782245.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,111.4 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.