Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Voya Financial, Inc.VOYA · Entity 3571 | Director | May 21, 2026 | May 26, 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.
Voya Financial, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,782 |
Reported balance
After 2026-05-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 2,062 · Balance 16,782 F1: Each stock unit represents a conditional right to receive one share of the company's common stock. F2: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2027 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit represents a conditional right to receive one share of the company's common stock.
F2: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2027 Annual Meeting of Shareholders.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Enfusion, Inc.
Report date April 21, 2025 · Filed April 21, 2025
Section 16 reporting ended · disclosed 2025-04-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-21 · Disposition to issuer · Disposed 60,716 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion. F2: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F3: Represents shares of Common Stock and shares underlying restricted stock units of Enfusion, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock. F4: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any securities of Enfusion. This Form 4 constitutes an exit filing by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion.
F2: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration").
F3: Represents shares of Common Stock and shares underlying restricted stock units of Enfusion, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock.
F4: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any securities of Enfusion. This Form 4 constitutes an exit filing by the Reporting Person.
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 21, 2026 Filed May 26, 2026 20:48 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 2,062 | $82.42 | $169,950.04 |
DisclosureSEC source: 0001535929-26-000101 · form4.xml · derivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,782 Underlying: Common Stock · 2,062 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: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2027 Annual Meeting of Shareholders. F2 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2027 Annual Meeting of Shareholders. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:17 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 2,547 | $66.72 | $169,935.84 |
DisclosureSEC source: 0001127602-25-015668 · form4.xml · derivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,720 Underlying: Common Stock · 2,547 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: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2026 Annual Meeting of Shareholders. F2 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2026 Annual Meeting of Shareholders. Read SEC document |
| April 21, 2025 Filed Apr 21, 2025 17:04 UTC | Enfusion, Inc. ENFN · Entity 80590 | Disposition to issuerClass A Common Stock | 60,716 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-036895 · tm2512604-3_4seq1.xml · nonDerivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion. F2 · kind: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F3 · shares: Represents shares of Common Stock and shares underlying restricted stock units of Enfusion, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock. F2 · price: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F3 · price: Represents shares of Common Stock and shares underlying restricted stock units of Enfusion, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock. F4 · balance_after: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any securities of Enfusion. This Form 4 constitutes an exit filing by the Reporting Person. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 21:10 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 13,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-072471 · tm2417466-1_4seq1.xml · nonDerivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,716 F1 · shares: Consists of restricted stock units ("RSUs") awarded pursuant to the Enfusion, Inc. 2021 Stock Option and Incentive Plan. The RSUs will vest in full on the earlier of June 13, 2025, or the date of the 2025 annual meeting of stockholders of the issuer. Read SEC document |
| May 23, 2024 Filed May 28, 2024 20:28 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 2,055 | $73.00 | $150,015.00 |
DisclosureSEC source: 0001127602-24-016693 · form4.xml · derivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,173 Underlying: Common Stock · 2,055 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: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders. F2 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders. Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 16:16 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 15,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-075806 · tm2319824-2_4seq1.xml · nonDerivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,246 F1 · shares: Consists of restricted stock units ("RSUs") awarded pursuant to the Enfusion, Inc. 2021 Stock Option and Incentive Plan. The RSUs will vest in full on the earlier of June 16, 2024, or the date of the 2024 annual meeting of stockholders of the issuer. Read SEC document |
| May 25, 2023 Filed May 30, 2023 23:17 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 2,165 | $69.29 | $150,012.85 |
DisclosureSEC source: 0001127602-23-017093 · form4.xml · derivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,118 Underlying: Common Stock · 2,165 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: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2024 Annual Meeting of Shareholders. F2 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2024 Annual Meeting of Shareholders. Read SEC document |
| December 27, 2022 Filed Dec 29, 2022 16:26 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 2,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-130961 · tm2233697-1_4seq1.xml · nonDerivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,013 F1 · shares: Consists of restricted stock units ("RSUs") awarded pursuant to the Enfusion, Inc. 2021 Stock Option and Incentive Plan. The RSUs will vest in full as follows: 931, 930 and 930 RSUs will vest on December 27, 2023, 2024 and 2025, respectively. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 21:22 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 12,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-072526 · tm2218834-2_4seq1.xml · nonDerivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,222 F1 · shares: Consists of restricted stock units ("RSUs") awarded pursuant to the Enfusion, Inc. 2021 Stock Option and Incentive Plan. The restricted stock units will vest in full on the earlier of June 16, 2023, or the date of the 2023 annual meeting of stockholders of the issuer. Read SEC document |
| May 26, 2022 Filed Jun 1, 2022 00:48 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 2,074 | $67.48 | $139,953.52 |
DisclosureSEC source: 0001127602-22-016080 · form4.xml · derivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,953 Underlying: Common Stock · 2,074 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: 100% of the restricted stock units will vest on May 26, 2023. F2 · derivative.expiration_date: 100% of the restricted stock units will vest on May 26, 2023. Read SEC document |
| October 31, 2021 Filed Nov 2, 2021 18:09 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 5,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-133213 · tm2131338-2_4seq1.xml · nonDerivative · entry 2 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,544 F2 · shares: Consist of restricted stock units ("RSUs") awarded pursuant to the Enfusion, Inc. 2021 Stock Option and Incentive Plan. The restricted stock units will vest in full on the date of the 2022 annual meeting of stockholders of the issuer. Read SEC document |
| October 31, 2021 Filed Nov 2, 2021 18:09 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 11,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-133213 · tm2131338-2_4seq1.xml · nonDerivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,029 F1 · shares: Consist of restricted stock units ("RSUs") awarded pursuant to the Enfusion, Inc. 2021 Stock Option and Incentive Plan. The restricted stock units vest as follows: 3,676 RSUs on September 27, 2022; 3,676 RSUs on September 27, 2023; and 3,677 RSUs on September 27, 2024. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 20:20 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 2,147 | $65.18 | $139,941.46 |
DisclosureSEC source: 0001127602-21-018480 · form4.xml · derivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,879 Underlying: Common Stock · 2,147 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: 100% of the restricted stock units will vest on May 27, 2022. F2 · derivative.expiration_date: 100% of the restricted stock units will vest on May 27, 2022. Read SEC document |
| May 21, 2020 Filed May 22, 2020 20:09 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 3,300 | $42.42 | $139,986.00 |
DisclosureSEC source: 0001127602-20-017736 · form4.xml · derivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,732 Underlying: Common Stock · 3,300 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: 100% of the restricted stock units will vest on May 21, 2021. F2 · derivative.expiration_date: 100% of the restricted stock units will vest on May 21, 2021. Read SEC document |
| October 31, 2019 Filed Nov 1, 2019 20:28 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 432 | $53.96 | $23,310.72 |
DisclosureSEC source: 0001127602-19-031503 · form4.xml · derivative · entry 1 DeRose Kathleen · CIK 0001792603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432 Underlying: Common Stock · 432 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. F1 · shares: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: hese shares of Common Stock reflect a grant of restricted stock units pursuant to the Issuer's 2013 Omnibus Non-Employee Director Incentive Plan. The number of restricted stock units granted was determined by reference to the closing price of a share of the Issuer's Common Stock on October 31, 2019, the appointment date. F3 · derivative.expiration_date: 100% of the restricted stock units will vest on May 23, 2020. 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.