Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARDINAL HEALTH INCCAH · Entity 3014 | Director | November 15, 2023 | November 16, 2023 |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC.CRL · Entity 3398 | Director | June 02, 2026 | June 04, 2026 |
| Elliott Opportunity II Corp.EOCW.U · Entity 124218 | Chief Financial Officer | June 28, 2021 | June 28, 2021 |
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.
CARDINAL HEALTH INC
Report date November 15, 2023 · Filed November 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 4,739 |
Reported balance
After 2023-11-15 transaction · row 1
1 source rowRow 1 · 2023-11-15 · Grant · Acquired 1,965 · Balance 4,739 F1: Grant of restricted share units that will vest on November 15, 2024, except if the 2024 Annual Meeting of Shareholders is prior to November 15, 2024, then the restricted share units will vest on the date of the 2024 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted share units that will vest on November 15, 2024, except if the 2024 Annual Meeting of Shareholders is prior to November 15, 2024, then the restricted share units will vest on the date of the 2024 Annual Meeting of Shareholders.
CHARLES RIVER LABORATORIES INTERNATIONAL, 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 | 3,287 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 422 · Balance 3,287 F1: The grant was made in lieu of director service fees for the term commencing May 5, 2026. The restricted stock units vest upon the earlier of 6/2/2027, or the business day prior to the Company's next annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The grant was made in lieu of director service fees for the term commencing May 5, 2026. The restricted stock units vest upon the earlier of 6/2/2027, or the business day prior to the Company's next annual meeting of shareholders.
Elliott Opportunity II Corp.
Report date June 28, 2021 · Filed June 28, 2021
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Catalent, Inc.
Report date December 18, 2024 · Filed December 18, 2024
Section 16 reporting ended · disclosed 2024-12-18. 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 2024-12-18 transaction · row 1
1 source rowRow 1 · 2024-12-18 · Disposition to issuer · Disposed 12,374 · Balance 0 F1: On December 18, 2024, Creek Parent, Inc., a Delaware corporation ("Parent"), acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Parent and Creek Merger Sub, Inc., a Delaware corporation and a wholly owned Subsidiary of Parent ("Merger Sub"), dated as of February 5, 2024 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). F2: Includes restricted stock units ("RSUs"). F3: At the effective time of the Merger (the "Effective Time"), each outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $63.50 in cash, without interest (the "Merger Consideration"). F4: At the Effective Time, each RSU, whether or not vested, outstanding immediately prior to the Effective Time vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the total number of shares of Issuer common stock subject to the RSU multiplied by (ii) the Merger Consideration, except for certain RSUs granted following the date of the Merger Agreement which were converted at the Effective Time into restricted cash awards equal to the product of (a) the Merger Consideration multiplied by (b) the number of shares of Issuer common stock subject to such award and otherwise remain subject to their terms, including vesting and acceleration terms. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 18, 2024, Creek Parent, Inc., a Delaware corporation ("Parent"), acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Parent and Creek Merger Sub, Inc., a Delaware corporation and a wholly owned Subsidiary of Parent ("Merger Sub"), dated as of February 5, 2024 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger").
F2: Includes restricted stock units ("RSUs").
F3: At the effective time of the Merger (the "Effective Time"), each outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $63.50 in cash, without interest (the "Merger Consideration").
F4: At the Effective Time, each RSU, whether or not vested, outstanding immediately prior to the Effective Time vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the total number of shares of Issuer common stock subject to the RSU multiplied by (ii) the Merger Consideration, except for certain RSUs granted following the date of the Merger Agreement which were converted at the Effective Time into restricted cash awards equal to the product of (a) the Merger Consideration multiplied by (b) the number of shares of Issuer common stock subject to such award and otherwise remain subject to their terms, including vesting and acceleration terms.
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 02, 2026 Filed Jun 4, 2026 01:45 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | GrantCommon Stock | 422 | $174.79 | $73,761.38 |
DisclosureSEC source: 0001100682-26-000103 · form4.xml · nonDerivative · entry 1 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,287 F1 · shares: The grant was made in lieu of director service fees for the term commencing May 5, 2026. The restricted stock units vest upon the earlier of 6/2/2027, or the business day prior to the Company's next annual meeting of shareholders. Read SEC document |
| May 08, 2026 Filed May 12, 2026 21:14 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | GrantCommon Stock | 1,438 | $177.62 | $255,417.56 |
DisclosureSEC source: 0001100682-26-000071 · form4.xml · nonDerivative · entry 1 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,865 F1 · shares: The unvested restricted stock units vest upon the earlier of 5/8/2027 or the business day prior to the Company's next annual meeting of shareholders. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:38 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | GrantStock Options (Right to Buy) · Derivative | 2,082 | $135.04 Strike: $135.04 | $281,153.28 |
DisclosureSEC source: 0001127602-25-016724 · form4.xml · derivative · entry 3 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,082 Underlying: Common Stock · 2,082 shares Expires 2035-06-02 F3 · shares: The stock options become exercisable upon the earlier of 6/2/2026 or the business day prior to the Company's next annual meeting of shareholders. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:38 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | GrantCommon Stock | 946 | $135.04 | $127,747.84 |
DisclosureSEC source: 0001127602-25-016724 · form4.xml · nonDerivative · entry 2 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,427 F2 · shares: The unvested restricted stock units vest upon the earlier of 6/2/2026 or the business day prior to the Company's next annual meeting of shareholders. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:38 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | GrantCommon Stock | 481 | $135.04 | $64,954.24 |
DisclosureSEC source: 0001127602-25-016724 · form4.xml · nonDerivative · entry 1 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 481 F1 · shares: The grant was made in lieu of director service fees for the term commencing May 20, 2025. The restricted stock units vest upon the earlier of 6/2/2026, or the business day prior to the Company's next annual meeting of shareholders. Read SEC document |
| December 18, 2024 Filed Dec 18, 2024 17:55 UTC | Catalent, Inc. CTLT · Entity 16279 | Disposition to issuerCommon Stock | 12,374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-137704 · ownership.xml · nonDerivative · entry 1 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On December 18, 2024, Creek Parent, Inc., a Delaware corporation ("Parent"), acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Parent and Creek Merger Sub, Inc., a Delaware corporation and a wholly owned Subsidiary of Parent ("Merger Sub"), dated as of February 5, 2024 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). F2 · shares: Includes restricted stock units ("RSUs"). F3 · price: At the effective time of the Merger (the "Effective Time"), each outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $63.50 in cash, without interest (the "Merger Consideration"). F4 · price: At the Effective Time, each RSU, whether or not vested, outstanding immediately prior to the Effective Time vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the total number of shares of Issuer common stock subject to the RSU multiplied by (ii) the Merger Consideration, except for certain RSUs granted following the date of the Merger Agreement which were converted at the Effective Time into restricted cash awards equal to the product of (a) the Merger Consideration multiplied by (b) the number of shares of Issuer common stock subject to such award and otherwise remain subject to their terms, including vesting and acceleration terms. Read SEC document |
| October 30, 2024 Filed Nov 1, 2024 21:23 UTC | Catalent, Inc. CTLT · Entity 16279 | GrantCommon Stock | 4,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001596783-24-000113 · wk-form4_1730496231.xml · nonDerivative · entry 1 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,374 F1 · shares: The equity acquired by the reporting person is the annual grant of restricted stock units provided by the Issuer to the reporting person pursuant to the Issuer's non-employee director compensation program. Each restricted stock unit represents the right to receive one share of the Issuer's common stock as of the date of vesting, which will occur on the earlier of (i) a "change in control" (as defined in the Catalent, Inc. 2018 Omnibus Incentive Plan) and (ii) one year from the date of award, subject to continued service. F2 · balance_after: Includes restricted stock units. Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 21:30 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 1,965 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-23-000108 · wk-form4_1700170191.xml · nonDerivative · entry 1 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,739 F1 · shares: Grant of restricted share units that will vest on November 15, 2024, except if the 2024 Annual Meeting of Shareholders is prior to November 15, 2024, then the restricted share units will vest on the date of the 2024 Annual Meeting of Shareholders. Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 21:08 UTC | Catalent, Inc. CTLT · Entity 16279 | GrantCommon Stock | 6,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001596783-23-000165 · wk-form4_1698786524.xml · nonDerivative · entry 1 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,711 F1 · shares: The equity acquired by the reporting person is the annual grant of restricted stock units provided by the Issuer to the reporting person pursuant to the Issuer's non-employee director compensation program. Each restricted stock unit represents the right to receive one share of the Issuer's common stock as of the date of vesting, which will occur one year from the date of award, subject to continued service. F2 · balance_after: Represents restricted stock units. Read SEC document |
| September 10, 2023 Filed Sep 12, 2023 23:22 UTC | Catalent, Inc. CTLT · Entity 16279 | GrantCommon Stock | 718 | $0.00 | $0.00 |
DisclosureSEC source: 0001596783-23-000133 · wf-form4_169456093084204.xml · nonDerivative · entry 1 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 718 F1 · shares: The equity acquired by the reporting person is the regular, annual grant of restricted stock units (pro-rated to reflect a partial year of service) provided by the Issuer to the reporting person pursuant to the Issuer's non-management director compensation package. Each restricted stock unit represents the right to receive one share of the Issuer's common stock as of the date of vesting, which will occur one year from the date of award. F2 · balance_after: Represents restricted stock units. Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 21:30 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 2,308 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-22-000160 · wf-form4_166811580030156.xml · nonDerivative · entry 1 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,774 F1 · shares: Grant of restricted share units that will vest on November 9, 2023, except if the 2023 Annual Meeting of Shareholders is prior to November 9, 2023, then the restricted share units will vest on the date of the 2023 Annual Meeting of Shareholders. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 12:18 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 466 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-22-000121 · wf-form4_166358988483540.xml · nonDerivative · entry 1 Barg Steven · CIK 0001852883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466 F1 · shares: Grant of restricted share units that vest on September 15, 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.