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 |
|---|---|---|---|---|---|---|
| July 07, 2022 Filed Jul 11, 2022 21:30 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 16,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019194 · form4.xml · derivative · entry 3 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,158 Underlying: Common Stock · 16,792 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F3 · derivative.exercise_date: 100% of the restricted stock units will vest on July 1, 2025. F3 · derivative.expiration_date: 100% of the restricted stock units will vest on July 1, 2025. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 21:30 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 67,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019194 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,127 Underlying: Common Stock · 67,170 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: The performance stock units (PSUs) use the Company's stock price as vesting hurdles over a three-year period ending June 30, 2025. There are six vesting hurdles ranging from $69.10 to $119.10, in $10 increments, with each hurdle providing for vesting of an amount of common shares equal to 25% of the PSUs granted, for a maximum number of shares delivered equal to 150% of the amount of PSUs granted. Consequently, the PSUs granted could result in delivery of a maximum of 100,755 shares of common stock. A hurdle is met when the Company's 30-day volume-weighted average stock price is equal to or greater than the hurdle amount, provided that no vesting may occur before July 1, 2023. Upon vesting, the recipient receives delivery of the relevant amount of shares only after the later of expiration of a one-year holding period from the vesting date and July 1, 2026, and will not receive any such shares if the recipient voluntarily terminates employment or is terminated for cause on or before such delivery date. F2 · derivative.expiration_date: The performance stock units (PSUs) use the Company's stock price as vesting hurdles over a three-year period ending June 30, 2025. There are six vesting hurdles ranging from $69.10 to $119.10, in $10 increments, with each hurdle providing for vesting of an amount of common shares equal to 25% of the PSUs granted, for a maximum number of shares delivered equal to 150% of the amount of PSUs granted. Consequently, the PSUs granted could result in delivery of a maximum of 100,755 shares of common stock. A hurdle is met when the Company's 30-day volume-weighted average stock price is equal to or greater than the hurdle amount, provided that no vesting may occur before July 1, 2023. Upon vesting, the recipient receives delivery of the relevant amount of shares only after the later of expiration of a one-year holding period from the vesting date and July 1, 2026, and will not receive any such shares if the recipient voluntarily terminates employment or is terminated for cause on or before such delivery date. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:17 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 2.1 | $59.53 | $125.01 |
DisclosureSEC source: 0001127602-22-018502 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,548.805 Underlying: Common Stock · 2.1 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 15.108 shares. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 20:04 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 2.062 | $60.62 | $125.00 |
DisclosureSEC source: 0001127602-22-017606 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,531.597 Underlying: Common Stock · 2.062 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, 2022 Filed Jun 1, 2022 20:05 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.822 | $68.61 | $125.01 |
DisclosureSEC source: 0001127602-22-016133 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,529.535 Underlying: Common Stock · 1.822 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 13, 2022 Filed May 16, 2022 20:25 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.996 | $62.62 | $124.99 |
DisclosureSEC source: 0001127602-22-014646 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,527.713 Underlying: Common Stock · 1.996 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. Read SEC document |
| April 29, 2022 Filed May 2, 2022 20:21 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.98 | $63.14 | $125.02 |
DisclosureSEC source: 0001127602-22-012838 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,525.717 Underlying: Common Stock · 1.98 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 14, 2022 Filed Apr 18, 2022 20:19 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.85 | $67.56 | $124.99 |
DisclosureSEC source: 0001127602-22-012085 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,523.737 Underlying: Common Stock · 1.85 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 31, 2022 Filed Apr 1, 2022 20:19 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.884 | $66.35 | $125.00 |
DisclosureSEC source: 0001127602-22-010848 · form4.xml · derivative · entry 3 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,521.887 Underlying: Common Stock · 1.884 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 30, 2022 Filed Apr 1, 2022 20:19 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 12.668 | $67.51 | $855.22 |
DisclosureSEC source: 0001127602-22-010848 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,520.003 Underlying: Common Stock · 12.668 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 15, 2022 Filed Mar 16, 2022 21:27 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.969 | $63.49 | $125.01 |
DisclosureSEC source: 0001127602-22-009515 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,507.335 Underlying: Common Stock · 1.969 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 |
| March 07, 2022 Filed Mar 8, 2022 21:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 229.077 | $60.82 | $13,932.46 |
DisclosureSEC source: 0001127602-22-008562 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,505.366 Underlying: Common Stock · 229.077 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 22, 2022 Filed Feb 25, 2022 01:37 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 8,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006690 · form4.xml · derivative · entry 6 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,366 Underlying: Common Stock · 8,562 shares Expires not disclosed F5 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F7 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 21, 2023, 1/3 on February 20, 2024 and 1/3 on February 18, 2025. F7 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 21, 2023, 1/3 on February 20, 2024 and 1/3 on February 18, 2025. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:37 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 9,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006690 · form4.xml · derivative · entry 5 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,323 Underlying: Common Stock · 9,977 shares Expires not disclosed F5 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F6 · 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 22, 2025) can range from 0% to 150% of the number presented above. F6 · 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 22, 2025) can range from 0% to 150% of the number presented above. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:37 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 7,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006690 · form4.xml · derivative · entry 4 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,099 Underlying: Common Stock · 7,267 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 restricted stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F4 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F4 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:37 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 5,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006690 · form4.xml · derivative · entry 3 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,699 Underlying: Common Stock · 6,584 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 converted to to common stock based on the achievement of certain performance factors. F2 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to to common stock based on the achievement of certain performance factors. F2 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to to common stock based on the achievement of certain performance factors. F3 · derivative.underlying_shares: Awarded at 129% of target. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:37 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 6,256 | $68.32 | $427,409.92 |
DisclosureSEC source: 0001127602-22-006690 · form4.xml · nonDerivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,595 Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:37 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 13,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006690 · form4.xml · nonDerivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,851 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 22, 2022 Filed Mar 2, 2022 22:13 UTC Amendment | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 10,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007777 · form4a.xml · derivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,957 Underlying: Common Stock · 10,611 shares Expires not disclosed F1 · derivative.exercise_price: The performance stock units were awarded as compensation and convert to to common stock based on the achievement of certain performance factors. F1 · derivative.exercise_date: The performance stock units were awarded as compensation and convert to to common stock based on the achievement of certain performance factors. F1 · derivative.expiration_date: The performance stock units were awarded as compensation and convert to to common stock based on the achievement of certain performance factors. F2 · derivative.underlying_shares: The reporting person's original Form 4 filed on February 24, 2022 inadvertently understated the amount of performance stock units awarded to the reporting person on the transaction date by 634 shares. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.885 | $66.31 | $124.99 |
DisclosureSEC source: 0001127602-22-000084 · form4.xml · derivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,276.289 Underlying: Common Stock · 1.885 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 12.813 shares. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:08 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.97 | $63.46 | $125.02 |
DisclosureSEC source: 0001127602-21-031352 · form4.xml · derivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,261.591 Underlying: Common Stock · 1.97 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 30, 2021 Filed Dec 2, 2021 21:12 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 2.012 | $62.14 | $125.03 |
DisclosureSEC source: 0001127602-21-030058 · form4.xml · derivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,259.621 Underlying: Common Stock · 2.012 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, 2021 Filed Nov 17, 2021 21:17 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.858 | $67.28 | $125.01 |
DisclosureSEC source: 0001127602-21-029430 · form4.xml · derivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,257.609 Underlying: Common Stock · 1.858 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 29, 2021 Filed Nov 2, 2021 20:56 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.792 | $69.77 | $125.03 |
DisclosureSEC source: 0001127602-21-028135 · form4.xml · derivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,255.751 Underlying: Common Stock · 1.792 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, 2021 Filed Oct 19, 2021 20:13 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.821 | $68.66 | $125.03 |
DisclosureSEC source: 0001127602-21-027333 · form4.xml · derivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,253.959 Underlying: Common Stock · 1.821 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, 2021 Filed Oct 4, 2021 20:08 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 2.036 | $61.39 | $124.99 |
DisclosureSEC source: 0001127602-21-026436 · form4.xml · derivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,252.138 Underlying: Common Stock · 2.036 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 1.854 shares. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 20:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 1.979 | $63.16 | $124.99 |
DisclosureSEC source: 0001127602-21-025470 · form4.xml · derivative · entry 2 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,248.248 Underlying: Common Stock · 1.979 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 10, 2021 Filed Sep 17, 2021 20:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Savings Plan Issuer Stock Units · Derivative | 3,553.984 | $63.56 | $225,891.22 |
DisclosureSEC source: 0001127602-21-025470 · form4.xml · derivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,246.269 Underlying: Common Stock · 3,553.984 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 16, 2021 Filed Aug 17, 2021 20:17 UTC | Voya Financial, Inc. VOYA · Entity 3571 | SaleCommon Stock | 5,778 | $67.16 | $388,056.26 |
DisclosureSEC source: 0001127602-21-023864 · form4.xml · nonDerivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $66.275 to $67.37. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| May 17, 2021 Filed May 18, 2021 20:20 UTC | Voya Financial, Inc. VOYA · Entity 3571 | SaleCommon Stock | 2,889 | $68.56 | $198,070.42 |
DisclosureSEC source: 0001127602-21-017201 · form4.xml · nonDerivative · entry 1 Lavallee Heather H. · CIK 0001851836 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,778 F1 · price: This transaction was executed in multiple trades at prices ranging from $67.985 to $68.79. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. 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.