Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | Director | February 26, 2026 | March 03, 2026 |
| Columbia Credit Income Opportunities FundNONE · Entity 54747 | Trustee | April 16, 2025 | April 23, 2025 |
| Columbia Seligman Premium Technology Growth Fund, Inc.STK · Entity 8974 | Director | January 01, 2024 | January 02, 2024 |
| GENWORTH FINANCIAL INCGNW · Entity 4085 | Director | March 31, 2021 | April 01, 2021 |
| PayPal Holdings, Inc.PYPL · Entity 2530 | Director | May 19, 2026 | May 21, 2026 |
| TRI-CONTINENTAL CorpTY · Entity 4547 | Director | January 01, 2024 | January 02, 2024 |
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.
CSX CORP
Report date February 26, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation Directors Deferred Compensation | 70,568 |
Reported balance
After 2026-02-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 4,455 · Balance 70,568 F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2: Includes 1,039 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction. F3: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan.
F2: Includes 1,039 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction.
F3: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan.
Columbia Credit Income Opportunities Fund
Report date April 16, 2025 · Filed April 23, 2025
This filing explicitly reported no securities owned.
Columbia Seligman Premium Technology Growth Fund, Inc.
Report date January 01, 2024 · Filed January 02, 2024
This filing explicitly reported no securities owned.
GENWORTH FINANCIAL INC
Report date March 31, 2021 · Filed April 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 212,232.854 |
Reported balance
After 2021-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-03-31 · Grant · Acquired 10,507.622 · Balance 212,232.854 F1: Deferred Stock Units become payable in shares of Class A Common Stock beginning one year after termination of service as a director. The Reporting Person has previously elected to receive such amount in a single payment or in payments spread out for up to 10 years. F2: The number of Deferred Stock Units acquired represents a portion of the Reporting Person's annual retainer fee and was based on a price of $3.3785 per share of Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Stock Units become payable in shares of Class A Common Stock beginning one year after termination of service as a director. The Reporting Person has previously elected to receive such amount in a single payment or in payments spread out for up to 10 years.
F2: The number of Deferred Stock Units acquired represents a portion of the Reporting Person's annual retainer fee and was based on a price of $3.3785 per share of Class A Common Stock.
PayPal Holdings, Inc.
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,297 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 6,275 · Balance 77,297 F1: Pursuant to the Company's Independent Director Compensation Policy, the reporting person has been granted a fully vested stock payment award for common stock promptly following the Company's annual meeting of stockholders. The number of shares of common stock granted represents the quotient of (A) $275,000 divided by (B) the Company's closing stock price on the date of grant, rounded up to the nearest whole share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Company's Independent Director Compensation Policy, the reporting person has been granted a fully vested stock payment award for common stock promptly following the Company's annual meeting of stockholders. The number of shares of common stock granted represents the quotient of (A) $275,000 divided by (B) the Company's closing stock price on the date of grant, rounded up to the nearest whole share of common stock.
TRI-CONTINENTAL Corp
Report date January 01, 2024 · Filed January 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Tri-Continental Corporation Common StockSEC Table I · non-derivative | Direct | 100 |
Reported balance
Holding disclosure · report date 2024-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 100 |
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 |
|---|---|---|---|---|---|---|
| September 30, 2016 Filed Oct 3, 2016 20:21 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | GrantDeferred Stock Units · Derivative | 6,987.234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-143606 · doc4.xml · derivative · entry 1 MOFFETT DAVID M · CIK 0001185490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,725.232 Underlying: Class A Common Stock · 6,987.234 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units become payable in shares of Class A Common Stock beginning one year after termination of service as a director. The Reporting Person has previously elected to receive such amount in a single payment or in payments spread out for up to 10 years. F2 · price: The number of Deferred Stock Units acquired represents a portion of the Reporting Person's annual retainer fee and was based on a price of $4.88 per share of Class A Common Stock. F1 · derivative.exercise_date: Deferred Stock Units become payable in shares of Class A Common Stock beginning one year after termination of service as a director. The Reporting Person has previously elected to receive such amount in a single payment or in payments spread out for up to 10 years. F1 · derivative.expiration_date: Deferred Stock Units become payable in shares of Class A Common Stock beginning one year after termination of service as a director. The Reporting Person has previously elected to receive such amount in a single payment or in payments spread out for up to 10 years. 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.