Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CLARIVATE PLCCLVT · Entity 4778 | Director | May 13, 2026 | May 15, 2026 |
| CNH Industrial N.V.CNH · Entity 3261 | Director | May 26, 2026 | May 27, 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.
CLARIVATE PLC
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 93,979 |
Ending reported balance
After 2026-05-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-13 · Tax withholding · Disposed 19,690 · Balance 31,715 F1: Represents shares withheld for taxes. Row 2 · 2026-05-14 · Grant · Acquired 62,264 · Balance 93,979 F2: Annual non-employee director award of restricted share units granted pursuant to the Clarivate Plc Amended and Restated 2019 Incentive Award Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for taxes.
F2: Annual non-employee director award of restricted share units granted pursuant to the Clarivate Plc Amended and Restated 2019 Incentive Award Plan.
CNH Industrial N.V.
Report date May 26, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 115,105 |
Reported balance
After 2026-05-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 41,080 · Balance 115,105 F1: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. F2: On May 26, 2026, the Reporting Person was granted 41,080 RSUs vesting on February 28, 2029. F3: As previously reported, on May 10, 2024, the Reporting Person was granted 38,310 RSUs vesting on May 10, 2027. On May 16, 2025, the Reporting Person was granted 35,715 RSUs vesting on May 10, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted share units ("RSUs") convert into common shares on a one-for-one basis.
F2: On May 26, 2026, the Reporting Person was granted 41,080 RSUs vesting on February 28, 2029.
F3: As previously reported, on May 10, 2024, the Reporting Person was granted 38,310 RSUs vesting on May 10, 2027. On May 16, 2025, the Reporting Person was granted 35,715 RSUs vesting on May 10, 2028.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 26, 2026 Filed May 27, 2026 18:47 UTC | CNH Industrial N.V. CNH · Entity 3261 | GrantRestricted Share Units · Derivative | 41,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-241598 · ownership.xml · derivative · entry 1 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,105 Underlying: Common Shares · 41,080 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. F2 · derivative.exercise_date: On May 26, 2026, the Reporting Person was granted 41,080 RSUs vesting on February 28, 2029. F2 · derivative.expiration_date: On May 26, 2026, the Reporting Person was granted 41,080 RSUs vesting on February 28, 2029. F2 · balance_after: On May 26, 2026, the Reporting Person was granted 41,080 RSUs vesting on February 28, 2029. F3 · balance_after: As previously reported, on May 10, 2024, the Reporting Person was granted 38,310 RSUs vesting on May 10, 2027. On May 16, 2025, the Reporting Person was granted 35,715 RSUs vesting on May 10, 2028. Read SEC document |
| May 14, 2026 Filed May 15, 2026 22:26 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 62,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001764046-26-000066 · wk-form4_1778883972.xml · nonDerivative · entry 2 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,979 F2 · shares: Annual non-employee director award of restricted share units granted pursuant to the Clarivate Plc Amended and Restated 2019 Incentive Award Plan. Read SEC document |
| May 13, 2026 Filed May 15, 2026 22:26 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 19,690 | $2.44 | $48,043.60 |
DisclosureSEC source: 0001764046-26-000066 · wk-form4_1778883972.xml · nonDerivative · entry 1 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,715 F1 · shares: Represents shares withheld for taxes. Read SEC document |
| May 04, 2026 Filed May 5, 2026 22:18 UTC | CNH Industrial N.V. CNH · Entity 3261 | Exercise / conversionRestricted Share Units · Derivative | 26,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-206964 · ownership.xml · derivative · entry 3 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,025 Underlying: Common Shares · 26,375 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. F3 · derivative.exercise_date: On May 10, 2023, the Reporting Person was granted 26,375 RSUs, all of which vested on May 4, 2026. On May 10, 2024, the Reporting Person was granted 38,310 RSUs vesting on May 10, 2027. On May 16, 2025, the Reporting Person was granted 35,715 RSUs vesting on May 10, 2028. F3 · derivative.expiration_date: On May 10, 2023, the Reporting Person was granted 26,375 RSUs, all of which vested on May 4, 2026. On May 10, 2024, the Reporting Person was granted 38,310 RSUs vesting on May 10, 2027. On May 16, 2025, the Reporting Person was granted 35,715 RSUs vesting on May 10, 2028. F3 · balance_after: On May 10, 2023, the Reporting Person was granted 26,375 RSUs, all of which vested on May 4, 2026. On May 10, 2024, the Reporting Person was granted 38,310 RSUs vesting on May 10, 2027. On May 16, 2025, the Reporting Person was granted 35,715 RSUs vesting on May 10, 2028. Read SEC document |
| May 04, 2026 Filed May 5, 2026 22:18 UTC | CNH Industrial N.V. CNH · Entity 3261 | Tax withholdingCommon Shares | 12,397 | $10.62 | $131,656.14 |
DisclosureSEC source: 0001193125-26-206964 · ownership.xml · nonDerivative · entry 2 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 633,405 F2 · shares: Represents the number of shares withheld by the issuer to cover the Reporting Persons's tax liability associated with the vesting of RSUs on May 4, 2026. Read SEC document |
| May 04, 2026 Filed May 5, 2026 22:18 UTC | CNH Industrial N.V. CNH · Entity 3261 | Exercise / conversionCommon Shares | 26,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-206964 · ownership.xml · nonDerivative · entry 1 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 645,802 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: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. Read SEC document |
| November 18, 2025 Filed Nov 19, 2025 20:12 UTC | CNH Industrial N.V. CNH · Entity 3261 | PurchaseCommon Shares | 52,522 | $9.52 | $500,009.44 |
DisclosureSEC source: 0001193125-25-287974 · ownership.xml · nonDerivative · entry 1 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 619,427 Read SEC document |
| May 16, 2025 Filed May 20, 2025 22:08 UTC | CNH Industrial N.V. CNH · Entity 3261 | GrantRestricted Share Units · Derivative | 35,715 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-075428 · ownership.xml · derivative · entry 1 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,400 Underlying: Common Shares · 35,715 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. F2 · derivative.exercise_date: On May 16, 2025, the Reporting Person was granted 35,715 RSUs vesting on May 10, 2028. F2 · derivative.expiration_date: On May 16, 2025, the Reporting Person was granted 35,715 RSUs vesting on May 10, 2028. F2 · balance_after: On May 16, 2025, the Reporting Person was granted 35,715 RSUs vesting on May 10, 2028. F3 · balance_after: As previously reported, on May 10, 2023, the Reporting Person was granted 26,375 RSUs vesting on April 30, 2026; on May 10, 2024, the Reporting Person was granted 38,310 RSUs vesting on May 10, 2027. Read SEC document |
| May 09, 2025 Filed May 12, 2025 20:49 UTC | CNH Industrial N.V. CNH · Entity 3261 | SaleCommon Shares | 11,053 | $12.70 | $140,331.10 |
DisclosureSEC source: 0000950170-25-069389 · ownership.xml · nonDerivative · entry 1 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 566,905 F1 · shares: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Restricted share units. Read SEC document |
| May 07, 2025 Filed May 9, 2025 01:02 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 39,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001764046-25-000072 · wk-form4_1746752517.xml · nonDerivative · entry 2 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,405 F2 · shares: Annual non-employee director award of restricted share units granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. Read SEC document |
| May 06, 2025 Filed May 9, 2025 01:02 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 11,809 | $4.17 | $49,243.53 |
DisclosureSEC source: 0001764046-25-000072 · wk-form4_1746752517.xml · nonDerivative · entry 1 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,932 F1 · shares: Represents shares withheld for taxes. Read SEC document |
| April 30, 2025 Filed May 2, 2025 21:57 UTC | CNH Industrial N.V. CNH · Entity 3261 | Exercise / conversionRestricted Share Units · Derivative | 26,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-062991 · ownership.xml · derivative · entry 2 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,685 Underlying: Common Shares · 26,100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. F2 · derivative.exercise_date: On May 20, 2022, the Reporting Person was granted 26,100 RSUs, all of which vested on April 30, 2025. On May 10, 2023, the Reporting Person was granted 26,375 RSUs vesting on April 30, 2026. On May 10, 2024, the Reporting Person was granted 38,310 RSUs vesting on May 10, 2027. F2 · derivative.expiration_date: On May 20, 2022, the Reporting Person was granted 26,100 RSUs, all of which vested on April 30, 2025. On May 10, 2023, the Reporting Person was granted 26,375 RSUs vesting on April 30, 2026. On May 10, 2024, the Reporting Person was granted 38,310 RSUs vesting on May 10, 2027. F2 · balance_after: On May 20, 2022, the Reporting Person was granted 26,100 RSUs, all of which vested on April 30, 2025. On May 10, 2023, the Reporting Person was granted 26,375 RSUs vesting on April 30, 2026. On May 10, 2024, the Reporting Person was granted 38,310 RSUs vesting on May 10, 2027. Read SEC document |
| April 30, 2025 Filed May 2, 2025 21:57 UTC | CNH Industrial N.V. CNH · Entity 3261 | Exercise / conversionCommon Shares | 26,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-062991 · ownership.xml · nonDerivative · entry 1 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577,958 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: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 02:17 UTC | CNH Industrial N.V. CNH · Entity 3261 | SaleCommon Shares | 24,213 | $11.64 | $281,839.32 |
DisclosureSEC source: 0000950170-25-032909 · ownership.xml · nonDerivative · entry 2 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,858 F2 · shares: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of PSUs. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:17 UTC | CNH Industrial N.V. CNH · Entity 3261 | GrantCommon Shares | 46,902 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032909 · ownership.xml · nonDerivative · entry 1 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 576,071 F1 · shares: Represents the vesting of performance share units ("PSUs") granted pursuant to the Issuer's 2022-2024 Long-Term Incentive Plan, which vested upon the achievement of certain performance criteria. Read SEC document |
| May 07, 2024 Filed May 8, 2024 20:38 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 23,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001764046-24-000079 · wk-form4_1715200694.xml · nonDerivative · entry 1 Heywood Suzanne · CIK 0001975975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,741 F1 · shares: Annual non-employee director award of restricted share units granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. 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.