Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONDUENT IncCNDT · Entity 1191 | Director | January 15, 2025 | January 16, 2025 |
| Civeo CorpCVEO · Entity 5800 | Director | May 27, 2026 | May 27, 2026 |
| HERBALIFE LTD.HLF · Entity 4842 | Director | May 11, 2020 | May 13, 2020 |
| Merlin, Inc.MRLN · Entity 6007 | Director | May 20, 2026 | May 22, 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.
CONDUENT Inc
Report date January 15, 2025 · Filed January 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 271,279 |
Reported balance
After 2025-01-15 transaction · row 1
1 source rowRow 1 · 2025-01-15 · Grant · Acquired 46,799 · Balance 271,279 F1: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director.
Civeo Corp
Report date May 27, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred SharesSEC Table I · non-derivative | Direct | 25,522 |
Reported balance
After 2026-05-27 transaction · row 1
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 3,624 · Balance 25,522 F1: Deferred share award under the Amended and Restated 2014 Equity Participation Plan of Civeo Corporation that vest on the earlier of one year from May 27, 2026 or the next annual shareholders' meeting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred share award under the Amended and Restated 2014 Equity Participation Plan of Civeo Corporation that vest on the earlier of one year from May 27, 2026 or the next annual shareholders' meeting date.
HERBALIFE LTD.
Report date May 11, 2020 · Filed May 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,674 |
Reported balance
After 2020-05-11 transaction · row 1
1 source rowRow 1 · 2020-05-11 · Grant · Acquired 3,407 · Balance 20,674 F1: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2021, subject to continued service on the Issuer's Board of Directors through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2021, subject to continued service on the Issuer's Board of Directors through such date.
Merlin, Inc.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 37,500 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 37,500 · Balance 37,500 F1: Represents an award of (i) 20,000 restricted stock units (RSUs), which vest in four equal installments every six months beginning on September 16, 2026, and (ii) 17,500 RSUs, which vest in full on the earlier to occur of (i) March 16, 2027, and (ii) one day prior to the date of the Issuers 2027 annual meeting of shareholders. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs do not expire. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of (i) 20,000 restricted stock units (RSUs), which vest in four equal installments every six months beginning on September 16, 2026, and (ii) 17,500 RSUs, which vest in full on the earlier to occur of (i) March 16, 2027, and (ii) one day prior to the date of the Issuers 2027 annual meeting of shareholders. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs do not expire.
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 27, 2026 Filed May 27, 2026 22:39 UTC | Civeo Corp CVEO · Entity 5800 | GrantDeferred Shares | 3,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001328755-26-000002 · wk-form4_1779921560.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,522 F1 · shares: Deferred share award under the Amended and Restated 2014 Equity Participation Plan of Civeo Corporation that vest on the earlier of one year from May 27, 2026 or the next annual shareholders' meeting date. Read SEC document |
| May 20, 2026 Filed May 22, 2026 11:28 UTC | Merlin, Inc. MRLN · Entity 6007 | GrantCommon stock | 37,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-037528 · wk-form4_1779449297.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,500 F1 · price: Represents an award of (i) 20,000 restricted stock units (RSUs), which vest in four equal installments every six months beginning on September 16, 2026, and (ii) 17,500 RSUs, which vest in full on the earlier to occur of (i) March 16, 2027, and (ii) one day prior to the date of the Issuers 2027 annual meeting of shareholders. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs do not expire. Read SEC document |
| May 14, 2025 Filed May 15, 2025 14:47 UTC | Civeo Corp CVEO · Entity 5800 | GrantDeferred Shares | 6,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001590584-25-000103 · wk-form4_1747320424.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,898 F1 · shares: Deferred share award under the Amended and Restated 2014 Equity Participation Plan of Civeo Corporation that vests on the earlier of one year from May 14, 2025 or the next annual shareholders' meeting date. Read SEC document |
| January 15, 2025 Filed Jan 16, 2025 21:37 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 46,799 | $4.06 | $190,003.94 |
DisclosureSEC source: 0001677703-25-000021 · wk-form4_1737063414.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,279 F1 · shares: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director. Read SEC document |
| May 15, 2024 Filed May 17, 2024 16:52 UTC | Civeo Corp CVEO · Entity 5800 | GrantDeferred Shares | 5,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001590584-24-000088 · wk-form4_1715964729.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,877 F1 · shares: Deferred share award under the 2014 Equity Participation Plan of Civeo Corporation that vests on the earlier of one year from May 15, 2024 or the next annual shareholders' meeting date. Read SEC document |
| January 15, 2024 Filed Jan 16, 2024 21:42 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 53,522 | $3.55 | $190,003.10 |
DisclosureSEC source: 0001677703-24-000026 · wk-form4_1705441329.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,480 F1 · shares: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director. Read SEC document |
| May 17, 2023 Filed May 19, 2023 16:17 UTC | Civeo Corp CVEO · Entity 5800 | GrantDeferred Shares | 5,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001590584-23-000082 · wk-form4_1684513030.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,826 F1 · shares: Deferred share award under the 2014 Equity Participation Plan , as amended, of Civeo Corporation that vests on the earlier of one year from May 17, 2023 or the next annual shareholders' meeting date. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 21:30 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 40,861 | $4.65 | $190,003.65 |
DisclosureSEC source: 0001127602-23-001653 · form4.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,958 F1 · shares: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director. Read SEC document |
| May 18, 2022 Filed May 19, 2022 16:58 UTC | Civeo Corp CVEO · Entity 5800 | GrantDeferred Shares | 4,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001590584-22-000090 · wf-form4_165297951642765.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,879 F1 · shares: Deferred share award under the Amended and Restated 2014 Equity Participation Plan of Civeo Corporation that generally vests as of the date immediately preceding Civeo Corporation's 2023 Annual Shareholders Meeting. Read SEC document |
| January 15, 2022 Filed Jan 19, 2022 22:23 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 33,629 | $5.65 | $190,003.85 |
DisclosureSEC source: 0001677703-22-000006 · primary_doc.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,097 F1 · shares: Award of Deferred Stock Units that represent the right to receive one share of common stock on the earlier of one year following date of grant or termination of service. Read SEC document |
| August 16, 2021 Filed Aug 16, 2021 20:13 UTC | Civeo Corp CVEO · Entity 5800 | GrantCommon Shares | 5,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001590584-21-000102 · wf-form4_162914477291857.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,610 F1 · shares: Restricted common share award under the Amended and Restated 2014 Equity Participation Plan of Civeo Corporation that vests on the earlier of one year from August 16, 2021 or the next annual shareholder meeting. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 21:28 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 39,666 | $4.79 | $190,000.14 |
DisclosureSEC source: 0001127602-21-002147 · form4.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,468 F1 · shares: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director. Read SEC document |
| May 19, 2020 Filed May 21, 2020 20:15 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 56,802 | $2.23 | $126,668.46 |
DisclosureSEC source: 0001127602-20-017537 · form4.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,802 F1 · shares: Award of Deferred Stock Units that represent the right to receive one share of common stock on the earlier of one year following date of grant or termination of service. Read SEC document |
| May 11, 2020 Filed May 13, 2020 20:37 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 3,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-028837 · doc4.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,674 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2021, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| May 06, 2019 Filed May 8, 2019 23:00 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 2,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028348 · doc4.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,267 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2020, subject to continued service on the Issuer's Board of Directors through such date. F2 · balance_after: Reflects 7,289 additional shares of common stock, after giving effect to the Issuer's 2-for-1 stock split on May 14, 2018. Read SEC document |
| May 07, 2018 Filed May 9, 2018 21:14 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028924 · doc4.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,289 F1 · kind: Consists of restricted stock units ("RSU") under the Herbalife Nutrition Ltd. 2014 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Herbalife Nutrition Ltd. common stock on vesting. This award will vest 100% on April 15, 2019. Read SEC document |
| May 08, 2017 Filed May 10, 2017 00:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031117 · doc4.xml · nonDerivative · entry 1 Montelongo Michael · CIK 0001328755 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,094 F1 · kind: Consists of restricted stock units under the Herbalife Ltd. 2014 Stock Incentive Plan. This award will vest 100% on April 15, 2018. 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.