Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAR CORPAIR · Entity 3893 | Director | June 01, 2026 | June 02, 2026 |
| American Water Works Company, Inc.AWK · Entity 3169 | Director | May 13, 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Director | February 24, 2026 | February 25, 2026 |
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.
AAR CORP
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,955 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 1,364 · Balance 5,955 F1: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3.
American Water Works Company, Inc.
Report date May 13, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,826 |
Reported balance
After 2026-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 1,374 · Balance 11,826 F1: The shares indicated constitute units that settle solely in the common stock of American Water Works Company, Inc. (the "Company") on a one-share-per-unit basis. The stock units vested on the date of grant and will be converted immediately into shares of Company common stock. F2: Includes 239 shares acquired pursuant to the automatic reinvestment in shares of Company common stock of cash dividends paid on Company common stock to the reporting person, received since the reporting person's last Form 4 report, which acquisition is exempt from Section 16 of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16a-11 thereunder. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares indicated constitute units that settle solely in the common stock of American Water Works Company, Inc. (the "Company") on a one-share-per-unit basis. The stock units vested on the date of grant and will be converted immediately into shares of Company common stock.
F2: Includes 239 shares acquired pursuant to the automatic reinvestment in shares of Company common stock of cash dividends paid on Company common stock to the reporting person, received since the reporting person's last Form 4 report, which acquisition is exempt from Section 16 of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16a-11 thereunder.
RAYMOND JAMES FINANCIAL INC
Report date February 24, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,533 |
Reported balance
After 2026-02-24 transaction · row 1
1 source rowRow 1 · 2026-02-24 · Gift · Disposed 1,503.5 · Balance 9,533 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 22,008 |
Reported balance
After 2026-02-24 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-02-24 · Gift · Acquired 1,503.5 · Balance 22,008 |
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 |
|---|---|---|---|---|---|---|
| February 21, 2017 Filed Feb 23, 2017 16:27 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004232 · doc4.xml · derivative · entry 2 Edwards Jeffrey N · CIK 0001293146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 1,200 shares Expires 2019-02-21 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. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · derivative.exercise_date: Of the 2,000 RSUs granted, 60% vested on 2/21/2017, 20% will vest on 2/21/2018, and 20% on 2/21/2019. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:27 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004232 · doc4.xml · nonDerivative · entry 1 Edwards Jeffrey N · CIK 0001293146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,257 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. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 22:19 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,580 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003966 · doc4.xml · derivative · entry 1 Edwards Jeffrey N · CIK 0001293146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,580 Underlying: Common Stock · 1,580 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · derivative.exercise_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2018. F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2018. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 14:27 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003825 · doc4.xml · derivative · entry 2 Edwards Jeffrey N · CIK 0001293146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,849 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · derivative.exercise_date: By its terms, the award vested at the date of the annual shareholders meeting next succeeding the grant date, but no later than March 15, 2017. F2 · derivative.expiration_date: By its terms, the award vested at the date of the annual shareholders meeting next succeeding the grant date, but no later than March 15, 2017. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 14:27 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003825 · doc4.xml · nonDerivative · entry 1 Edwards Jeffrey N · CIK 0001293146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,057 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. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. 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.