Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Director | May 08, 2026 | May 11, 2026 |
| Spirit Aviation Holdings, Inc.SAVEQ · Entity 77286 | Director | November 29, 2024 | December 03, 2024 |
| TRINET GROUP, INC.TNET · Entity 4202 | Director | May 28, 2026 | June 01, 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.
CMS ENERGY CORP
Report date May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,023 |
Reported balance
After 2026-05-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 2,411 · Balance 41,023 F1: Grant of 2,411 shares of Restricted Stock Units pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2: The total holdings reflect an adjustment of 1,052 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment or equivalents pursuant to the Restricted Stock awards granted in accordance with the provisions of the CMS Performance Incentive Stock Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of 2,411 shares of Restricted Stock Units pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date.
F2: The total holdings reflect an adjustment of 1,052 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment or equivalents pursuant to the Restricted Stock awards granted in accordance with the provisions of the CMS Performance Incentive Stock Plan.
Spirit Aviation Holdings, Inc.
Report date November 29, 2024 · Filed December 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,804 |
Reported balance
After 2024-11-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-11-29 · Sale · Disposed 10,570 · Balance 32,804 F1: This transaction was executed in multiple trades in prices ranging from $0.56 to 0.57 , inclusive. The price reported in Column 4 above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote. F2: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades in prices ranging from $0.56 to 0.57 , inclusive. The price reported in Column 4 above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote.
F2: Includes restricted stock units.
TRINET GROUP, INC.
Report date May 28, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,442 |
Reported balance
After 2026-05-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-28 · Grant · Acquired 4,735 · Balance 16,442 F1: Reflects the grant of Restricted Stock Units that convert into Common Stock, par value $0.000025 per share, of the Issuer, on a one-for-one basis. The Restricted Stock Units will vest 100% on the earlier of the 12-month anniversary of the date of grant and the trading day preceding the date of the Company's 2027 Annual Meeting of the Stockholders, subject to the director's continued service. The Restricted Stock Units are also subject to accelerated vesting upon certain events. F2: The total securities beneficially owned includes shares of unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the grant of Restricted Stock Units that convert into Common Stock, par value $0.000025 per share, of the Issuer, on a one-for-one basis. The Restricted Stock Units will vest 100% on the earlier of the 12-month anniversary of the date of grant and the trading day preceding the date of the Company's 2027 Annual Meeting of the Stockholders, subject to the director's continued service. The Restricted Stock Units are also subject to accelerated vesting upon certain events.
F2: The total securities beneficially owned includes shares of unvested restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
POPULAR, INC.
Report date May 08, 2026 · Filed May 12, 2026
Section 16 reporting ended · disclosed 2026-05-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Par Value $0.01 per shareSEC Table I · non-derivative | Direct | 4,533.388 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Tax withholding · Disposed 206 · Balance 4,533.388 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 19,756 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 19,756 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director.
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 |
|---|---|---|---|---|---|---|
| April 01, 2020 Filed Apr 3, 2020 15:05 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantRestricted Stock Units · Derivative | 43 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-022955 · doc4.xml · derivative · entry 2 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,564 Underlying: Common Stock Par Value $0.01 per share · 43 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis F3 · kind: Reflects Restricted Stock Units (RSUs") received by the reporting person as a result of dividend equivalents accrued with respect to outstanding RSUs granted to the reporting person. Dividend equivalents are accrued at the same rate and at the same time as dividends are paid to ordinary shareholders. Dividend equivalents on RSUs are subject to the same terms and conditions as the underlying RSUs. F4 · derivative.exercise_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person in equal annual installments on each 15th of August of the first five years following the date of termination of service as a director. F4 · derivative.expiration_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person in equal annual installments on each 15th of August of the first five years following the date of termination of service as a director. Read SEC document |
| January 14, 2020 Filed Jan 15, 2020 23:23 UTC | Spirit Aviation Holdings, Inc. SAVE · Entity 77286 | GrantCommon Stock | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001498710-20-000029 · wf-form4_157913061118350.xml · nonDerivative · entry 1 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,569 F1 · kind: Grant of restricted stock units, vesting 100% on January 14, 2021. F2 · balance_after: Includes restricted stock units. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 17:32 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantRestricted Stock Units · Derivative | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000636 · doc4.xml · derivative · entry 2 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,521 Underlying: Common Stock Par Value $0.01 per share · 18 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person in equal annual installments on each 15th of August of the first five years following the date of termination of service as a director. F3 · derivative.expiration_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person in equal annual installments on each 15th of August of the first five years following the date of termination of service as a director. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 17:02 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantRestricted Stock Units · Derivative | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-052024 · doc4.xml · derivative · entry 2 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,503 Underlying: Common Stock Par Value $0.01 per share · 20 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person in equal annual installments on each 15th of August of the first five years following the date of termination of service as a director. F3 · derivative.expiration_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person in equal annual installments on each 15th of August of the first five years following the date of termination of service as a director. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 21:30 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantRestricted Stock Units · Derivative | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040485 · doc4.xml · derivative · entry 2 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,483 Underlying: Common Stock Par Value $0.01 per share · 19 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person in equal annual installments on each 15th of August of the first five years following the date of termination of service as a director. F3 · derivative.expiration_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person in equal annual installments on each 15th of August of the first five years following the date of termination of service as a director. Read SEC document |
| May 07, 2019 Filed May 8, 2019 21:04 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantRestricted Stock Units · Derivative | 3,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028265 · doc4.xml · derivative · entry 2 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,464 Underlying: Common Stock Par Value $0.01 per share · 3,464 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person in equal annual installments on each 15th of August of the first five years following the date of termination of service as a director. F3 · derivative.expiration_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person in equal annual installments on each 15th of August of the first five years following the date of termination of service as a director. Read SEC document |
| May 03, 2019 Filed May 7, 2019 19:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001366 · form.xml · nonDerivative · entry 1 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,894 F1 · shares: Grant of 2,715 shares of Restricted Stock Units pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 251 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan, and an adjustment of 147 additional Restricted Stock Units purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| January 11, 2019 Filed Jan 15, 2019 22:12 UTC | Spirit Aviation Holdings, Inc. SAVE · Entity 77286 | GrantCommon Stock | 1,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003760 · doc4.xml · nonDerivative · entry 1 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,554 F1 · shares: Grant of restricted stock units, vesting on January 11, 2020. F2 · balance_after: Includes restricted stock units. Read SEC document |
| December 31, 2018 Filed Feb 8, 2019 15:15 UTC | POPULAR, INC. BPOP · Entity 1363 | OtherCommon Stock Par Value $0.01 per share | 25.368 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008389 · doc5.xml · nonDerivative · entry 1 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,790.368 F1 · kind: Shares acquired pursuant to reinvestment of dividends paid by the Corporation and which are exempt under Section 16 of the Securities Exchange Act. Read SEC document |
| May 04, 2018 Filed May 7, 2018 20:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001440 · form.xml · nonDerivative · entry 1 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,781 F1 · shares: Grant of 2,799 shares of Restricted Stock Units pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 161 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan, and an adjustment of 145 additional Restricted Stock Units purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 17:22 UTC | Spirit Aviation Holdings, Inc. SAVE · Entity 77286 | GrantCommon Stock | 2,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001498710-18-000045 · wf-form4_151629615625747.xml · nonDerivative · entry 1 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,837 F1 · kind: Grant of restricted stock units, vesting on January 16, 2019. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 05, 2017 Filed May 8, 2017 20:14 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001763 · form.xml · nonDerivative · entry 1 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,676 F1 · shares: Grant of 2,861 shares of Restricted Stock Units pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 136 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan, and an adjustment of 89 additional Restricted Stock Units purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:37 UTC | Spirit Aviation Holdings, Inc. SAVE · Entity 77286 | GrantClass A Common Stock | 1,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001498710-17-000027 · wf-form4_148546666588111.xml · nonDerivative · entry 1 Soto Myrna · CIK 0001631411 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,640 F1 · kind: Grant of restricted stock units, vesting on January 24, 2018. F2 · balance_after: Restricted stock units. 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.