Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST INTERSTATE BANCSYSTEM INCFIBK · Entity 4141 | Director | June 01, 2026 | June 03, 2026 |
| Katapult Holdings, Inc.KPLT · Entity 5517 | Director | June 05, 2024 | June 07, 2024 |
| REINSURANCE GROUP OF AMERICA INCRGA · Entity 2716 | Director | February 23, 2017 | February 27, 2017 |
| Western Union COWU · Entity 4445 | Director | February 23, 2023 | February 27, 2023 |
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.
FIRST INTERSTATE BANCSYSTEM INC
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,599 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 2,247 · Balance 14,599 F1: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
Katapult Holdings, Inc.
Report date June 05, 2024 · Filed June 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,960 |
Reported balance
After 2024-06-05 transaction · row 1
1 source rowRow 1 · 2024-06-05 · Grant · Acquired 9,310 · Balance 27,960 F1: Annual grant of deferred restricted stock units ("DSUs") for service as a director of the Issuer. The DSUs vests on the earlier of (i) June 5, 2025 and (ii) the date of the Issuer's 2025 Annual Meeting of Stockholders; subject to the Reporting Person's continued service as a director of the Issuer through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant of deferred restricted stock units ("DSUs") for service as a director of the Issuer. The DSUs vests on the earlier of (i) June 5, 2025 and (ii) the date of the Issuer's 2025 Annual Meeting of Stockholders; subject to the Reporting Person's continued service as a director of the Issuer through the vesting date.
REINSURANCE GROUP OF AMERICA INC
Report date February 23, 2017 · Filed February 27, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,932 |
Reported balance
After 2017-02-23 transaction · row 1
1 source rowRow 1 · 2017-02-23 · Grant · Acquired 1,082 · Balance 5,932 F1: Acquired pursuant to annual grant of shares to independent directors for services performed as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired pursuant to annual grant of shares to independent directors for services performed as a director.
Western Union CO
Report date February 23, 2023 · Filed February 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,052 |
Reported balance
After 2023-02-23 transaction · row 1
1 source rowRow 1 · 2023-02-23 · Grant · Acquired 12,058 · Balance 31,052 F1: Restricted stock unit award that vests in full on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award that vests in full on the first anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 3, 2026 17:49 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantCommon Stock | 2,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001594614-26-000002 · wk-form4_1780508956.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,599 F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 18:46 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantCommon Stock | 2,946 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-25-000094 · wk-form4_1748976363.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,352 F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2026, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's [next] annual stockholder meeting. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 17:04 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantCommon Stock | 9,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027339 · wk-form4_1717794283.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,960 F1 · shares: Annual grant of deferred restricted stock units ("DSUs") for service as a director of the Issuer. The DSUs vests on the earlier of (i) June 5, 2025 and (ii) the date of the Issuer's 2025 Annual Meeting of Stockholders; subject to the Reporting Person's continued service as a director of the Issuer through the vesting date. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 19:47 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantCommon Stock | 3,014 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-24-000085 · wk-form4_1717530422.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,406 F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2025, subject to the reporting persons provision of continuous service to the Registrant through the vesting date. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 20:47 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantCommon Stock | 238,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-021618 · wk-form4_1686271653.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 466,229 F1 · shares: Annual grant of deferred restricted stock units ("DSUs") for service as a director of the Issuer. Each DSU vests on the earlier of (i) June 6, 2024 and (ii) the date of the Issuer's 2024 Annual Meeting of Stockholders; subject to the Reporting Person's continued service as a director of the Issuer through the vesting date, and represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:46 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantClass A Common Stock | 3,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000149 · wf-form4_168598356078218.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,392 F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:16 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 12,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002902 · doc4.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,052 F1 · shares: Restricted stock unit award that vests in full on the first anniversary of the date of grant. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 21:28 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantCommon Stock | 104,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-016745 · wf-form4_165482450712364.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,134 F1 · shares: Annual grant of deferred restricted stock units ("DSUs") for service as a director of the Issuer. Each DSUs vests on the earlier of (i) June 7, 2023 and (ii) the date of the Issuer's 2023 Annual Meeting of Stockholders; subject to the Reporting Person's continued service as a director of the Issuer through the vesting date, and represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 20:42 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantClass A Common Stock | 1,576 | $38.07 | $59,998.32 |
DisclosureSEC source: 0000860413-22-000167 · wf-form4_165420251745042.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,991 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:45 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 8,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003549 · doc4.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,994 F1 · shares: Restricted stock unit award that vests in full on the first anniversary of the date of grant. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 17:19 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantCommon Stock | 123,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-002377 · wf-form4_164461795026818.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,967 F1 · shares: Restricted Stock Unit award that will vest over a three-year period, with one-third vesting on the first anniversary of the grant date, one-third vesting on the second anniversary of the grant date and one-third vesting on the third anniversary of the grant date, subject to the Reporting Person's continued service as a member of the Issuer's board through each such vesting date. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 17:01 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantClass A Common Stock | 1,168 | $47.07 | $54,977.76 |
DisclosureSEC source: 0000860413-21-000187 · wf-form4_162265327714388.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,415 Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 16:43 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantClass A Common Stock | 247 | $45.42 | $11,218.74 |
DisclosureSEC source: 0000860413-21-000112 · wf-form4_161487617434593.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:38 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 6,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003484 · doc4.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,401 F1 · shares: Restricted stock unit award that vests in full on the first anniversary of the date of grant. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:37 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 3,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009584 · doc4.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,709 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 19:42 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantCommon Stock | 1,082 | $129.49 | $140,108.18 |
DisclosureSEC source: 0001246360-17-001070 · form.xml · nonDerivative · entry 1 Phillips Joyce Ann · CIK 0001594614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,932 F1 · shares: Acquired pursuant to annual grant of shares to independent directors for services performed as a director. 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.