Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ITT INC.ITT · Entity 8806 | Director | May 21, 2026 | June 03, 2026 |
| NNN REIT, INC.NNN · Entity 3603 | Director | April 29, 2022 | May 03, 2022 |
| TEREX CORPTEX · Entity 3718 | Director | May 19, 2023 | May 23, 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.
ITT INC.
Report date May 21, 2026 · Filed June 03, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,782.678 |
Reported balance
After 2026-05-21 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 935 · Balance 23,782.678 F1: The original Form 4 filed by the Reporting Person on May 26, 2026 inadvertantly underreported the number of restricted stock units that were awarded on May 21, 2026, as described in the original Form 4. The amount reported herein corrects the number of restricted stock units that were awarded on May 21, 2026 and the resulting total number of shares beneficially owned by the Reporting Person following such transaction. F2: Includes 725 shares under a dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The original Form 4 filed by the Reporting Person on May 26, 2026 inadvertantly underreported the number of restricted stock units that were awarded on May 21, 2026, as described in the original Form 4. The amount reported herein corrects the number of restricted stock units that were awarded on May 21, 2026 and the resulting total number of shares beneficially owned by the Reporting Person following such transaction.
F2: Includes 725 shares under a dividend reinvestment plan.
NNN REIT, INC.
Report date April 29, 2022 · Filed May 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,627 |
Ending reported balance
After 2022-04-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-04-29 · Grant · Acquired 941 · Balance 69,229 F1: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Row 2 · 2022-04-29 · Grant · Acquired 398 · Balance 69,627 F2: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b.
F2: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services.
TEREX CORP
Report date May 19, 2023 · Filed May 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 182,004 |
Reported balance
After 2023-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-19 · Grant · Acquired 4,958 · Balance 182,004 F1: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2: Ownership includes shares received as a dividend. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer.
F2: Ownership includes shares received as a dividend.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
REGIONS FINANCIAL CORP
Report date April 20, 2022 · Filed April 22, 2022
Section 16 reporting ended · disclosed 2022-04-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 152,678.7403 |
Reported balance
After 2022-04-20 transaction · row 1
1 source rowRow 1 · 2022-04-20 · Exercise / conversion · Acquired 18,698 · Balance 152,678.7403 F1: Restricted stock units were settled in shares of common stock on a one-for-one basis on April 20, 2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-04-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-04-20 · Exercise / conversion · Disposed 18,698 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of common stock. F3: In accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan, the reporting person's restricted stock units were settled in shares of common stock on April 20, 2022, the date of the reporting person's termination of service as a director. F4: Includes quarterly cash dividends that were reinvested in restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units were settled in shares of common stock on a one-for-one basis on April 20, 2022.
F2: Each restricted stock unit represents a contingent right to receive one share of common stock.
F3: In accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan, the reporting person's restricted stock units were settled in shares of common stock on April 20, 2022, the date of the reporting person's termination of service as a director.
F4: Includes quarterly cash dividends that were reinvested in restricted stock units.
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 12, 2017 Filed May 15, 2017 19:50 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 6,898 | $32.62 | $225,012.76 |
DisclosureSEC source: 0000097216-17-000140 · edgar.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,603 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| May 10, 2017 Filed May 11, 2017 21:02 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 2,399 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-012867 · doc4.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,261.257 F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT Inc. 2018 Annual Meeting of Shareholders. F2 · balance_after: Includes 386.257 shares under a dividend reinvestment plan. Read SEC document |
| April 25, 2017 Filed Apr 26, 2017 23:14 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantCommon Stock | 8,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008499 · doc4.xml · nonDerivative · entry 5 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,846.5933 F3 · security: Represents the grant of restricted stock under Regions Financial Corporation 2015 Long Term Incentive Plan. Restrictions lapse on April 26, 2018. Read SEC document |
| March 31, 2017 Filed Apr 26, 2017 23:14 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock (phantom stock) | 54.1892 | $14.61 | $791.71 |
DisclosureSEC source: 0001225208-17-008499 · doc4.xml · nonDerivative · entry 7 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trustee Director's Def Stock Inv Plan Disclosed balance after: 12,234.3919 F1 · kind: These shares were acquired through regular dividend reinvestments. Read SEC document |
| March 31, 2017 Filed Apr 26, 2017 23:14 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 13.76 | $14.53 | $199.93 |
DisclosureSEC source: 0001225208-17-008499 · doc4.xml · nonDerivative · entry 4 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,549.5933 F2 · kind: Acquisition resulting from the reinvestment of regular quarterly dividends in the Amsouth Bancorporation Amended and Restated Deferred Compensation Plan for Directors. Since the merger, only quarterly dividends are being accrued in the Plan. Read SEC document |
| March 31, 2017 Filed Apr 26, 2017 23:14 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 329.1346 | $14.61 | $4,808.69 |
DisclosureSEC source: 0001225208-17-008499 · doc4.xml · nonDerivative · entry 3 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,535.8333 F1 · kind: These shares were acquired through regular dividend reinvestments. Read SEC document |
| January 31, 2017 Filed Feb 8, 2017 22:25 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 292 | $42.59 | $12,436.28 |
DisclosureSEC source: 0000751364-17-000016 · wf-form4_148659271357851.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,773 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| January 31, 2017 Filed Feb 8, 2017 22:25 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 845 | $42.59 | $35,988.55 |
DisclosureSEC source: 0000751364-17-000016 · wf-form4_148659271357851.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,481 F1 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2007 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| January 03, 2017 Filed Apr 26, 2017 23:14 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock (phantom stock) | 54.8746 | $14.36 | $788.00 |
DisclosureSEC source: 0001225208-17-008499 · doc4.xml · nonDerivative · entry 6 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trustee Director's Def Stock Inv Plan Disclosed balance after: 12,180.2027 F1 · kind: These shares were acquired through regular dividend reinvestments. Read SEC document |
| January 03, 2017 Filed Apr 26, 2017 23:14 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 13.86 | $14.36 | $199.03 |
DisclosureSEC source: 0001225208-17-008499 · doc4.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,206.6987 F2 · kind: Acquisition resulting from the reinvestment of regular quarterly dividends in the Amsouth Bancorporation Amended and Restated Deferred Compensation Plan for Directors. Since the merger, only quarterly dividends are being accrued in the Plan. Read SEC document |
| January 03, 2017 Filed Apr 26, 2017 23:14 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 333.2948 | $14.36 | $4,786.11 |
DisclosureSEC source: 0001225208-17-008499 · doc4.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,192.8387 F1 · kind: These shares were acquired through regular dividend reinvestments. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 18:40 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 274 | $44.93 | $12,310.82 |
DisclosureSEC source: 0000751364-16-000224 · wf-form4_147802559333993.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,636 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 18:40 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 801 | $44.93 | $35,988.93 |
DisclosureSEC source: 0000751364-16-000224 · wf-form4_147802559333993.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,362 F1 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2007 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| October 03, 2016 Filed Oct 18, 2016 20:44 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock (phantom stock) | 79.1877 | $9.89 | $783.00 |
DisclosureSEC source: 0001225208-16-040578 · doc4.xml · nonDerivative · entry 6 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trustee Director's Def Stock Inv Plan Disclosed balance after: 12,125.3281 F1 · kind: These shares were acquired through regular dividend reinvestments. Read SEC document |
| October 03, 2016 Filed Oct 18, 2016 20:44 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 480.9676 | $9.89 | $4,755.76 |
DisclosureSEC source: 0001225208-16-040578 · doc4.xml · nonDerivative · entry 4 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,859.5439 F1 · kind: These shares were acquired through regular dividend reinvestments. Read SEC document |
| October 01, 2016 Filed Oct 18, 2016 20:44 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 20.02 | $9.87 | $197.60 |
DisclosureSEC source: 0001225208-16-040578 · doc4.xml · nonDerivative · entry 3 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,378.5763 F2 · kind: Acquisition resulting from the reinvestment of regular quarterly dividends in the Amsouth Bancorporation Amended and Restated Deferred Compensation Plan for Directors. Since the merger, only quarterly dividends are being accrued in the Plan. Read SEC document |
| July 01, 2016 Filed Oct 18, 2016 20:44 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock (phantom stock) | 92.8814 | $8.37 | $776.96 |
DisclosureSEC source: 0001225208-16-040578 · doc4.xml · nonDerivative · entry 5 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trustee Director's Def Stock Inv Plan Disclosed balance after: 12,046.1404 F1 · kind: These shares were acquired through regular dividend reinvestments. Read SEC document |
| July 01, 2016 Filed Oct 18, 2016 20:44 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 23.04 | $8.51 | $196.07 |
DisclosureSEC source: 0001225208-16-040578 · doc4.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,358.5563 F2 · kind: Acquisition resulting from the reinvestment of regular quarterly dividends in the Amsouth Bancorporation Amended and Restated Deferred Compensation Plan for Directors. Since the merger, only quarterly dividends are being accrued in the Plan. Read SEC document |
| July 01, 2016 Filed Oct 18, 2016 20:44 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 564.1429 | $8.37 | $4,719.11 |
DisclosureSEC source: 0001225208-16-040578 · doc4.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,335.5163 F1 · kind: These shares were acquired through regular dividend reinvestments. 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.