Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Mobility Global Inc.MBGL · Entity 392 | Director | September 01, 2026 | September 02, 2026 |
| Voya Financial, Inc.VOYA · Entity 3571 | See Remarks | February 17, 2026 | February 19, 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.
Mobility Global Inc.
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,271 |
Last balance in matching sequence
After 2026-09-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-09-01 · Grant · Acquired 20,172 · Balance 20,176 F1: Represents a special grant of restricted stock units ("RSUs") made to the Reporting Person in connection with the Issuer's Spin-Off (defined in footnote 2) pursuant to the Issuer's 2026 Long Term Incentive Plan (the "2026 Plan"). These RSUs will vest in full on the third anniversary of the date of grant, subject to the terms and conditions of the award agreement. F2: On July 1, 2026, S&P Global Inc. ("S&P Global") completed a pro-rata spinoff distribution ("Spin-Off") of all of its shares of Issuer common stock to the holders of record of S&P Global's common stock on June 15, 2026 (the "Record Date"). The amount of securities herein includes shares of Issuer common stock received by the Reporting Person in connection with the Spin-Off in respect of shares of S&P Global common stock held by the Reporting Person as of the Record Date. Row 2 · 2026-09-01 · Grant · Acquired 11,095 · Balance 31,271 F3: Represents an annual grant of RSUs made to the Reporting Person in respect of her service on the Issuer's board of directors pursuant to the 2026 Plan. These RSUs will vest on July 1, 2027, subject to the terms and conditions of the award agreement. F2: On July 1, 2026, S&P Global Inc. ("S&P Global") completed a pro-rata spinoff distribution ("Spin-Off") of all of its shares of Issuer common stock to the holders of record of S&P Global's common stock on June 15, 2026 (the "Record Date"). The amount of securities herein includes shares of Issuer common stock received by the Reporting Person in connection with the Spin-Off in respect of shares of S&P Global common stock held by the Reporting Person as of the Record Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a special grant of restricted stock units ("RSUs") made to the Reporting Person in connection with the Issuer's Spin-Off (defined in footnote 2) pursuant to the Issuer's 2026 Long Term Incentive Plan (the "2026 Plan"). These RSUs will vest in full on the third anniversary of the date of grant, subject to the terms and conditions of the award agreement.
F2: On July 1, 2026, S&P Global Inc. ("S&P Global") completed a pro-rata spinoff distribution ("Spin-Off") of all of its shares of Issuer common stock to the holders of record of S&P Global's common stock on June 15, 2026 (the "Record Date"). The amount of securities herein includes shares of Issuer common stock received by the Reporting Person in connection with the Spin-Off in respect of shares of S&P Global common stock held by the Reporting Person as of the Record Date.
F3: Represents an annual grant of RSUs made to the Reporting Person in respect of her service on the Issuer's board of directors pursuant to the 2026 Plan. These RSUs will vest on July 1, 2027, subject to the terms and conditions of the award agreement.
Voya Financial, Inc.
Report date February 17, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 105,951 |
Ending reported balance
After 2026-02-17 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-17 · Exercise / conversion · Acquired 15,117 · Balance 91,542 F1: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation. Row 2 · 2026-02-17 · Exercise / conversion · Acquired 41,399 · Balance 132,941 F1: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation. Row 3 · 2026-02-17 · Tax withholding · Disposed 26,990 · Balance 105,951 |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 267,215 |
Reported balance
After 2026-02-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-17 · Grant · Acquired 79,664 · Balance 267,215 F2: The stock units will vest based on their respective award agreements. F3: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 20, 2029) can range from 0% to 150% of the number presented above. |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 252,098 |
Reported balance
After 2026-02-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-17 · Exercise / conversion · Disposed 15,117 · Balance 252,098 F4: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 150,319 |
Reported balance
After 2026-02-17 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-17 · Grant · Acquired 65,180 · Balance 150,319 F2: The stock units will vest based on their respective award agreements. F5: 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 15, 2028 and 1/3 on February 20, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 108,920 |
Reported balance
After 2026-02-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-17 · Exercise / conversion · Disposed 41,399 · Balance 108,920 F6: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. |
| Deferred Savings Plan Issuer Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,792.38 |
Reported balance
Holding disclosure · report date 2026-02-17 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 5,792.38 F7: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F8: Includes dividends of 106.546 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation.
F2: The stock units will vest based on their respective award agreements.
F3: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 20, 2029) can range from 0% to 150% of the number presented above.
F4: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.
F5: 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 15, 2028 and 1/3 on February 20, 2029.
F6: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.
F7: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future.
F8: Includes dividends of 106.546 shares.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 2, 2026 20:14 UTC | Mobility Global Inc. MBGL · Entity 392 | GrantCommon Stock | 11,095 | $0.00 | $0.00 |
DisclosureSEC source: 0002090312-26-000023 · wk-form4_1788380060.xml · nonDerivative · entry 2 Lavallee Heather H. · CIK 0001851836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,271 F3 · shares: Represents an annual grant of RSUs made to the Reporting Person in respect of her service on the Issuer's board of directors pursuant to the 2026 Plan. These RSUs will vest on July 1, 2027, subject to the terms and conditions of the award agreement. F2 · balance_after: On July 1, 2026, S&P Global Inc. ("S&P Global") completed a pro-rata spinoff distribution ("Spin-Off") of all of its shares of Issuer common stock to the holders of record of S&P Global's common stock on June 15, 2026 (the "Record Date"). The amount of securities herein includes shares of Issuer common stock received by the Reporting Person in connection with the Spin-Off in respect of shares of S&P Global common stock held by the Reporting Person as of the Record Date. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 20:14 UTC | Mobility Global Inc. MBGL · Entity 392 | GrantCommon Stock | 20,172 | $0.00 | $0.00 |
DisclosureSEC source: 0002090312-26-000023 · wk-form4_1788380060.xml · nonDerivative · entry 1 Lavallee Heather H. · CIK 0001851836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,176 F1 · shares: Represents a special grant of restricted stock units ("RSUs") made to the Reporting Person in connection with the Issuer's Spin-Off (defined in footnote 2) pursuant to the Issuer's 2026 Long Term Incentive Plan (the "2026 Plan"). These RSUs will vest in full on the third anniversary of the date of grant, subject to the terms and conditions of the award agreement. F2 · balance_after: On July 1, 2026, S&P Global Inc. ("S&P Global") completed a pro-rata spinoff distribution ("Spin-Off") of all of its shares of Issuer common stock to the holders of record of S&P Global's common stock on June 15, 2026 (the "Record Date"). The amount of securities herein includes shares of Issuer common stock received by the Reporting Person in connection with the Spin-Off in respect of shares of S&P Global common stock held by the Reporting Person as of the Record Date. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:18 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 41,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000036 · form4.xml · derivative · entry 7 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,920 Underlying: Common Stock · 41,399 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. F6 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:18 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 65,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000036 · form4.xml · derivative · entry 6 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,319 Underlying: Common Stock · 65,180 shares Expires not disclosed F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F5 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 15, 2028 and 1/3 on February 20, 2029. F5 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 15, 2028 and 1/3 on February 20, 2029. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:18 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 15,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000036 · form4.xml · derivative · entry 5 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,098 Underlying: Common Stock · 15,117 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. F4 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F4 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F4 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:18 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 79,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000036 · form4.xml · derivative · entry 4 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,215 Underlying: Common Stock · 79,664 shares Expires not disclosed F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 20, 2029) can range from 0% to 150% of the number presented above. F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 20, 2029) can range from 0% to 150% of the number presented above. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:18 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 26,990 | $74.39 | $2,007,786.10 |
DisclosureSEC source: 0001535929-26-000036 · form4.xml · nonDerivative · entry 3 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,951 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:18 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 41,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000036 · form4.xml · nonDerivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,941 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: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:18 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 15,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000036 · form4.xml · nonDerivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,542 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: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation. Read SEC document |
| October 25, 2025 Filed Oct 29, 2025 20:08 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 16,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-25-000107 · form4.xml · derivative · entry 3 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,551 Underlying: Common Stock · 16,792 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. F2 · derivative.exercise_price: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. F2 · derivative.exercise_date: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. F2 · derivative.expiration_date: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. Read SEC document |
| October 25, 2025 Filed Oct 29, 2025 20:08 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 7,964 | $73.69 | $586,867.16 |
DisclosureSEC source: 0001535929-25-000107 · form4.xml · nonDerivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,425 Read SEC document |
| October 25, 2025 Filed Oct 29, 2025 20:08 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 16,792 | $73.69 | $1,237,402.48 |
DisclosureSEC source: 0001535929-25-000107 · form4.xml · nonDerivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,389 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 · shares: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying performance stock units that were awarded as compensation. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:40 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 16,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018813 · form4.xml · derivative · entry 3 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,139 Underlying: Common Stock · 16,792 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. F2 · derivative.exercise_price: The restricted stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. F2 · derivative.exercise_date: The restricted stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. F2 · derivative.expiration_date: The restricted stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:40 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 7,964 | $72.51 | $577,469.64 |
DisclosureSEC source: 0001127602-25-018813 · form4.xml · nonDerivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,597 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:40 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 16,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018813 · form4.xml · nonDerivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,561 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: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock and performance stock units that were awarded as compensation. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 16,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018640 · form4.xml · derivative · entry 3 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,343 Underlying: Common Stock · 16,792 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. F2 · derivative.exercise_price: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. F2 · derivative.exercise_date: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. F2 · derivative.expiration_date: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 7,964 | $71.00 | $565,444.00 |
DisclosureSEC source: 0001127602-25-018640 · form4.xml · nonDerivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,769 Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 16,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018640 · form4.xml · nonDerivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,733 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: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock and performance stock units that were awarded as compensation. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 30,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005958 · form4.xml · derivative · entry 7 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,931 Underlying: Common Stock · 30,128 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. F6 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 42,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005958 · form4.xml · derivative · entry 6 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,059 Underlying: Common Stock · 42,371 shares Expires not disclosed F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F5 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028. F5 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 8,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005958 · form4.xml · derivative · entry 5 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,135 Underlying: Common Stock · 8,275 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. F4 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F4 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F4 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 47,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005958 · form4.xml · derivative · entry 4 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,410 Underlying: Common Stock · 47,979 shares Expires not disclosed F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above. F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 18,380 | $75.67 | $1,390,814.60 |
DisclosureSEC source: 0001127602-25-005958 · form4.xml · nonDerivative · entry 3 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,941 Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 30,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005958 · form4.xml · nonDerivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,321 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: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock and performance stock units that were awarded as compensation. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 8,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005958 · form4.xml · nonDerivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,193 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: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock and performance stock units that were awarded as compensation. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:19 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.901 | $68.83 | $475.00 |
DisclosureSEC source: 0001127602-25-000426 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,649.204 Underlying: Common Stock · 6.901 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F2 · balance_after: Includes a dividend of 36.599 shares. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 21:04 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.802 | $69.83 | $474.98 |
DisclosureSEC source: 0001127602-24-029570 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,605.704 Underlying: Common Stock · 6.802 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| November 29, 2024 Filed Dec 2, 2024 21:05 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 5.723 | $83.00 | $475.01 |
DisclosureSEC source: 0001127602-24-028289 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,598.902 Underlying: Common Stock · 5.723 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 21:17 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 5.833 | $81.43 | $474.98 |
DisclosureSEC source: 0001127602-24-027495 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,593.179 Underlying: Common Stock · 5.833 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:05 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 5.915 | $80.30 | $474.97 |
DisclosureSEC source: 0001127602-24-026332 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,587.346 Underlying: Common Stock · 5.915 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| October 15, 2024 Filed Oct 16, 2024 20:04 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 5.808 | $81.78 | $474.98 |
DisclosureSEC source: 0001127602-24-025578 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,581.431 Underlying: Common Stock · 5.808 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 20:04 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 5.996 | $79.22 | $475.00 |
DisclosureSEC source: 0001127602-24-024656 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,575.623 Underlying: Common Stock · 5.996 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F2 · balance_after: Includes a dividend of 31.611 shares. Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 20:04 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.325 | $75.10 | $475.01 |
DisclosureSEC source: 0001127602-24-023990 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,538.016 Underlying: Common Stock · 6.325 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 20:17 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.706 | $70.83 | $474.99 |
DisclosureSEC source: 0001127602-24-023303 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,531.691 Underlying: Common Stock · 6.706 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:05 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 7.088 | $67.01 | $474.97 |
DisclosureSEC source: 0001127602-24-022354 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,524.985 Underlying: Common Stock · 7.088 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 20:04 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.531 | $72.73 | $475.00 |
DisclosureSEC source: 0001127602-24-021355 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,517.897 Underlying: Common Stock · 6.531 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| July 15, 2024 Filed Jul 16, 2024 20:03 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.581 | $72.18 | $475.02 |
DisclosureSEC source: 0001127602-24-020508 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,511.366 Underlying: Common Stock · 6.581 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| June 28, 2024 Filed Jul 1, 2024 20:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.676 | $71.15 | $475.00 |
DisclosureSEC source: 0001127602-24-019535 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,504.785 Underlying: Common Stock · 6.676 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F2 · balance_after: Includes a dividend of 30.346 shares. Read SEC document |
| June 14, 2024 Filed Jun 17, 2024 20:04 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.717 | $70.72 | $475.03 |
DisclosureSEC source: 0001127602-24-018814 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,467.763 Underlying: Common Stock · 6.717 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 20:02 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.265 | $75.82 | $475.01 |
DisclosureSEC source: 0001127602-24-017273 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,461.046 Underlying: Common Stock · 6.265 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| May 15, 2024 Filed May 16, 2024 22:19 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.402 | $74.20 | $475.03 |
DisclosureSEC source: 0001127602-24-015727 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,454.781 Underlying: Common Stock · 6.402 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| April 30, 2024 Filed May 1, 2024 20:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.969 | $68.16 | $475.01 |
DisclosureSEC source: 0001127602-24-013743 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,448.379 Underlying: Common Stock · 6.969 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| April 15, 2024 Filed Apr 16, 2024 20:25 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 7.035 | $67.52 | $475.00 |
DisclosureSEC source: 0001127602-24-012995 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,441.41 Underlying: Common Stock · 7.035 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F2 · balance_after: Includes 4.171 additional shares due to a technical issue related to the March 28, 2024 contribution. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 20:03 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 2.255 | $73.92 | $166.69 |
DisclosureSEC source: 0001127602-24-011561 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,430.204 Underlying: Common Stock · 2.255 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F2 · balance_after: Includes a dividend of 27.167 shares. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:08 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 6.767 | $70.19 | $474.98 |
DisclosureSEC source: 0001127602-24-010614 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,400.782 Underlying: Common Stock · 6.767 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 21:05 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 408.159 | $68.02 | $27,762.98 |
DisclosureSEC source: 0001127602-24-009178 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,394.015 Underlying: Common Stock · 408.159 shares Expires not disclosed F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:27 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 57,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006650 · form4.xml · derivative · entry 3 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,431 Underlying: Common Stock · 57,815 shares Expires not disclosed F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 16, 2027) can range from 0% to 150% of the number presented above. F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 16, 2027) can range from 0% to 150% of the number presented above. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:27 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 46,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006650 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,688 Underlying: Common Stock · 46,474 shares Expires not disclosed F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F2 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027. F2 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:18 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 11,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006300 · form4.xml · derivative · entry 5 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,616 Underlying: Common Stock · 11,761 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. F3 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F3 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F3 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:18 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 18,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006300 · form4.xml · derivative · entry 4 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,214 Underlying: Common Stock · 18,189 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. F2 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F2 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F2 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. 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.