Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONMED CorpCNMD · Entity 4691 | Director | June 01, 2026 | June 03, 2026 |
| Elevance Health, Inc.ELV · Entity 2934 | EVP & CFO | October 02, 2026 | October 06, 2026 |
| MOODYS CORP /DE/MCO · Entity 386 | EVP & Chief Financial Officer | August 07, 2023 | August 08, 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.
CONMED Corp
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 | 820 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Exercise / conversion · Acquired 668 · Balance 820 |
| RSUs (Restricted Stock Units)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2036-06-01 | Direct | 5,772 |
Reported balance
After 2026-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-01 · Grant · Acquired 5,772 · Balance 5,772 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting 100% after a one year period. |
| RSUs (Restricted Stock Units)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2035-06-02 | Direct | 0 |
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 · Exercise / conversion · Disposed 668 · Balance 0 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting 100% after a one year period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting 100% after a one year period.
F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting 100% after a one year period.
Elevance Health, Inc.
Report date October 02, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,503 |
Ending reported balance
After 2026-10-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-02 · Tax withholding · Disposed 4,161 · Balance 27,876 F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Row 2 · 2026-10-02 · Grant · Acquired 2,627 · Balance 30,503 F2: Represents performance based restricted share units. Restrictions lapsed on 10/2/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.
F2: Represents performance based restricted share units. Restrictions lapsed on 10/2/2026.
MOODYS CORP /DE/
Report date August 07, 2023 · Filed August 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,447 |
Ending reported balance
After 2023-08-07 transaction · row 11
11 source rows · reconciled sequenceRow 1 · 2023-08-07 · Sale · Disposed 3,832 · Balance 4,447 F1: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $341.080 - $341.195. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 2 · 2023-08-07 · Exercise / conversion · Acquired 1,741 · Balance 6,188 Row 3 · 2023-08-07 · Sale · Disposed 1,741 · Balance 4,447 F2: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $341.170 - $341.280. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 4 · 2023-08-07 · Exercise / conversion · Acquired 3,470 · Balance 7,917 Row 5 · 2023-08-07 · Sale · Disposed 3,470 · Balance 4,447 F3: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $340.8701 - $341.060. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 6 · 2023-08-07 · Exercise / conversion · Acquired 714 · Balance 5,161 Row 7 · 2023-08-07 · Sale · Disposed 714 · Balance 4,447 Row 8 · 2023-08-07 · Exercise / conversion · Acquired 3,857 · Balance 8,304 Row 9 · 2023-08-07 · Sale · Disposed 3,857 · Balance 4,447 F4: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $340.8001 - $340.990. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 10 · 2023-08-07 · Exercise / conversion · Acquired 1,544 · Balance 5,991 Row 11 · 2023-08-07 · Sale · Disposed 1,544 · Balance 4,447 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $173.58 · Expires 2029-02-25 | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2023-08-07 · Exercise / conversion · Disposed 1,741 · Balance 0 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $280.42 · Expires 2030-02-20 | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2023-08-07 · Exercise / conversion · Disposed 3,470 · Balance 0 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $277.05 · Expires 2030-07-01 | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2023-08-07 · Exercise / conversion · Disposed 714 · Balance 0 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $276.84 · Expires 2031-02-22 | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2023-08-07 · Exercise / conversion · Disposed 3,857 · Balance 0 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $325.99 · Expires 2032-02-17 | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2023-08-07 · Exercise / conversion · Disposed 1,544 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $341.080 - $341.195. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F2: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $341.170 - $341.280. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F3: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $340.8701 - $341.060. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F4: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $340.8001 - $340.990. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.
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 |
|---|---|---|---|---|---|---|
| December 05, 2019 Filed Dec 6, 2019 21:05 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,373 | $0.00 Strike: $156.14 | $0.00 |
DisclosureSEC source: 0001209191-19-059464 · doc4.xml · derivative · entry 4 Kaye Mark · CIK 0001748691 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,373 shares Expires 2028-10-23 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. F2 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F3 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| December 05, 2019 Filed Dec 6, 2019 21:05 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 1,373 | $226.93 | $311,574.89 |
DisclosureSEC source: 0001209191-19-059464 · doc4.xml · nonDerivative · entry 3 Kaye Mark · CIK 0001748691 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,385 F2 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| December 05, 2019 Filed Dec 6, 2019 21:05 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 1,373 | $156.14 | $214,380.22 |
DisclosureSEC source: 0001209191-19-059464 · doc4.xml · nonDerivative · entry 2 Kaye Mark · CIK 0001748691 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,758 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. F2 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| December 05, 2019 Filed Dec 6, 2019 21:05 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 2,282 | $226.93 | $517,854.26 |
DisclosureSEC source: 0001209191-19-059464 · doc4.xml · nonDerivative · entry 1 Kaye Mark · CIK 0001748691 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,385 F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 20:01 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 1,511 | $203.64 | $307,700.04 |
DisclosureSEC source: 0001209191-19-051586 · doc4.xml · nonDerivative · entry 1 Kaye Mark · CIK 0001748691 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,667 F1 · shares: Disposition of shares to satisfy tax withholding obligation. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:05 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 126 | $175.32 | $22,090.32 |
DisclosureSEC source: 0001209191-19-016394 · doc4.xml · nonDerivative · entry 1 Kaye Mark · CIK 0001748691 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,178 F1 · shares: Disposition of shares to satisfy tax withholding obligation. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 23:19 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantEmployee Stock Option (right to buy) · Derivative | 6,961 | $0.00 Strike: $173.58 | $0.00 |
DisclosureSEC source: 0001209191-19-014200 · doc4.xml · derivative · entry 2 Kaye Mark · CIK 0001748691 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,961 Underlying: Common Stock · 6,961 shares Expires 2029-02-25 F2 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 23:19 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 1,728 | $173.58 | $299,946.24 |
DisclosureSEC source: 0001209191-19-014200 · doc4.xml · nonDerivative · entry 1 Kaye Mark · CIK 0001748691 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,304 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| October 23, 2018 Filed Oct 25, 2018 20:08 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantEmployee Stock Option (right to buy) · Derivative | 5,493 | $0.00 Strike: $156.14 | $0.00 |
DisclosureSEC source: 0001209191-18-056154 · doc4.xml · derivative · entry 2 Kaye Mark · CIK 0001748691 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,493 shares Expires 2028-10-23 F2 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| October 23, 2018 Filed Oct 25, 2018 20:08 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 1,473 | $156.14 | $229,994.22 |
DisclosureSEC source: 0001209191-18-056154 · doc4.xml · nonDerivative · entry 1 Kaye Mark · CIK 0001748691 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,576 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 7,103 | $168.94 | $1,199,980.82 |
DisclosureSEC source: 0001209191-18-053759 · doc4.xml · nonDerivative · entry 1 Kaye Mark · CIK 0001748691 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,103 F1 · shares: Exempt grant of restricted stock units. 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.