Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CECO ENVIRONMENTAL CORPCECO · Entity 4034 | Director | June 01, 2026 | June 03, 2026 |
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | Director | January 15, 2026 | January 20, 2026 |
| Lumen Technologies, Inc.LUMN · Entity 3749 | Director | May 16, 2024 | May 20, 2024 |
| VOLT INFORMATION SCIENCES, INC.VISI · Entity 127829 | Director | June 14, 2017 | June 15, 2017 |
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.
CECO ENVIRONMENTAL 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 | 22,133 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 2,215 · Balance 22,133 F1: Shares will vest on May 15, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest on May 15, 2027.
FACTSET RESEARCH SYSTEMS INC
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,663 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 626 · Balance 1,663 F1: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $289.68 · Expires 2033-01-15 | Direct | 1,531 |
Reported balance
After 2026-01-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-15 · Grant · Acquired 1,531 · Balance 1,531 F2: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.
F2: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.
Lumen Technologies, Inc.
Report date May 16, 2024 · Filed May 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 337,434 |
Reported balance
After 2024-05-16 transaction · row 1
1 source rowRow 1 · 2024-05-16 · Grant · Acquired 157,518 · Balance 337,434 F1: This grant of restricted stock will vest on May 16, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBy Laurie 2020 Gift Trust | 44,536 |
Reported balance
Holding disclosure · report date 2024-05-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 44,536 |
Filing footnotes · ownership attribution and instrument terms
F1: This grant of restricted stock will vest on May 16, 2025.
VOLT INFORMATION SCIENCES, INC.
Report date June 14, 2017 · Filed June 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,753 |
Reported balance
After 2017-06-14 transaction · row 1
1 source rowRow 1 · 2017-06-14 · Grant · Acquired 12,295 · Balance 37,753 F1: On June 14, 2017, the reporting person was granted fully vested shares of common stock as part of the director compensation program approved by the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 14, 2017, the reporting person was granted fully vested shares of common stock as part of the director compensation program approved by the Board of Directors.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
California Resources Corp
Report date October 27, 2020 · Filed October 28, 2020
Section 16 reporting ended · disclosed 2020-10-28. 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 2020-10-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-10-27 · Disposition to issuer · Disposed 15,196 · Balance 0 F1: Reflects number of shares of Common Stock owned as of October 27, 2020. F2: On October 13, 2020, an order confirming the plan of reorganization (the "Plan") of the Issuer and certain of its affiliates was entered by the United States Bankruptcy Court for the Southern District of Texas, Houston Division. On October 27, 2020, the Plan became effective and under its terms all of the Issuer's equity was cancelled. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects number of shares of Common Stock owned as of October 27, 2020.
F2: On October 13, 2020, an order confirming the plan of reorganization (the "Plan") of the Issuer and certain of its affiliates was entered by the United States Bankruptcy Court for the Southern District of Texas, Houston Division. On October 27, 2020, the Plan became effective and under its terms all of the Issuer's equity was cancelled.
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 28, 2019 Filed May 28, 2019 21:32 UTC | California Resources Corp CRC · Entity 3937 | PurchaseCommon Stock | 3,000 | $16.78 | $50,331.00 |
DisclosureSEC source: 0001609253-19-000092 · wf-form4_155907911927689.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,196 Read SEC document |
| May 22, 2019 Filed May 24, 2019 22:09 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 14,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032820 · doc4.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,430 F1 · kind: This grant of restricted stock will vest on May 22, 2020. Read SEC document |
| May 10, 2019 Filed May 13, 2019 21:52 UTC | California Resources Corp CRC · Entity 3937 | GrantCommon Stock | 8,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-19-000087 · wf-form4_155778435731851.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,196 F1 · kind: Grant of Common Stock pursuant to the California Resources Corporation Long-Term Incentive Plan. Read SEC document |
| January 15, 2019 Filed Jan 18, 2019 02:33 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 2,572 | $0.00 Strike: $207.88 | $0.00 |
DisclosureSEC source: 0001437749-19-001014 · rdgdoc.xml · derivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,572 Underlying: Common Stock · 2,572 shares Expires 2026-01-15 F1 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 21:57 UTC | California Resources Corp CRC · Entity 3937 | GrantCommon Stock | 3,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-18-000164 · wf-form4_154110945309478.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,485 F1 · kind: Grant of Restricted Stock Units (RSUs) pursuant to California Resources Corporation's (CRC) Long-Term Incentive Plan. Each RSU represents a contingent right to receive one share of common stock upon vesting. F2 · shares: The RSUs will vest, in their entirety, on October 30, 2019. Read SEC document |
| May 24, 2018 Filed May 25, 2018 21:20 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 9,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033601 · doc4.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,724 F1 · kind: This grant of restricted stock will vest on May 24, 2019. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 22:37 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,838 | Not disclosed Strike: $197.75 | Not disclosed |
DisclosureSEC source: 0001437749-18-000747 · rdgdoc.xml · derivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,758 Underlying: FactSet Common Stock · 2,838 shares Expires 2025-01-12 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:08 UTC | VOLT INFORMATION SCIENCES, INC. VISI · Entity 127829 | GrantCommon Stock | 12,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-006514 · wf-form4_149756812217640.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,753 F1 · shares: On June 14, 2017, the reporting person was granted fully vested shares of common stock as part of the director compensation program approved by the Board of Directors. Read SEC document |
| May 25, 2017 Filed May 26, 2017 21:30 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 5,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035962 · doc4.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,920 F1 · kind: This grant of restricted stock will vest on May 25, 2018. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 21:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,086 | Not disclosed Strike: $170.24 | Not disclosed |
DisclosureSEC source: 0001437749-17-000776 · rdgdoc.xml · derivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,920 Underlying: FactSet Common Stock · 3,086 shares Expires 2024-01-13 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. 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.