Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Director | March 31, 2026 | April 02, 2026 |
| CONDUENT IncCNDT · Entity 1191 | Director | January 15, 2024 | January 16, 2024 |
| CVR ENERGY INCCVI · Entity 4008 | Director | September 28, 2018 | October 04, 2018 |
| CVR PARTNERS, LPUAN · Entity 8965 | Director | September 28, 2018 | October 04, 2018 |
| CVR Refining, LPCVRR · Entity 12045 | Director | September 28, 2018 | October 04, 2018 |
| HERBALIFE LTD.HLF · Entity 4842 | Director | May 11, 2020 | May 13, 2020 |
| HERC HOLDINGS INCHRI · Entity 3949 | Director | May 12, 2022 | May 16, 2022 |
| Roman DBDR Acquisition Corp. IIDRDB · Entity 5854 | Director | May 11, 2026 | May 15, 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.
AMERICAN ELECTRIC POWER CO INC
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,684 |
Reported balance
After 2026-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 0 · Balance 3,684 F2: Was AEP Stock Price at the time of the transaction. F1: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter.
F2: Was AEP Stock Price at the time of the transaction.
CONDUENT Inc
Report date January 15, 2024 · Filed January 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 188,790 |
Reported balance
After 2024-01-15 transaction · row 1
1 source rowRow 1 · 2024-01-15 · Grant · Acquired 53,522 · Balance 188,790 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.
CVR ENERGY INC
Report date September 28, 2018 · Filed October 04, 2018
This filing explicitly reported no securities owned.
CVR PARTNERS, LP
Report date September 28, 2018 · Filed October 04, 2018
This filing explicitly reported no securities owned.
CVR Refining, LP
Report date September 28, 2018 · Filed October 04, 2018
This filing explicitly reported no securities owned.
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 | 24,674 |
Reported balance
After 2020-05-11 transaction · row 1
1 source rowRow 1 · 2020-05-11 · Grant · Acquired 3,407 · Balance 24,674 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.
HERC HOLDINGS INC
Report date May 12, 2022 · Filed May 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,101 |
Reported balance
After 2022-05-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-12 · Grant · Acquired 1,101 · Balance 1,101 F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2023 annual meeting of stockholders (or, if earlier following a change of control). |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock.
F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2023 annual meeting of stockholders (or, if earlier following a change of control).
Roman DBDR Acquisition Corp. II
Report date May 11, 2026 · Filed May 15, 2026
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| March 31, 2026 Filed Apr 2, 2026 18:31 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $131.08 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023039 · wk-form4_1775154715.xml · derivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,684 Underlying: Common Stock · 324 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 18:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 368 | $115.31 Strike: $0.00 | $42,434.08 |
DisclosureSEC source: 0001628280-26-000322 · wk-form4_1767639589.xml · derivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,336 Underlying: Common Stock · 368 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 16:06 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 377 | $112.50 Strike: $0.00 | $42,412.50 |
DisclosureSEC source: 0001628280-25-043588 · wk-form4_1759421190.xml · derivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,943 Underlying: Common Stock · 377 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 14:57 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 409.59 | $103.76 Strike: $0.00 | $42,499.06 |
DisclosureSEC source: 0000004904-25-000099 · wk-form4_1751468234.xml · derivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,543.5 Underlying: Common Stock · 409.59 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 18:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 388.94 | $109.27 Strike: $0.00 | $42,499.47 |
DisclosureSEC source: 0002052433-25-000020 · wk-form4_1743620317.xml · derivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,114.6 Underlying: Common Stock · 2,114.6 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:02 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 460.8 | $92.23 Strike: $0.00 | $42,499.58 |
DisclosureSEC source: 0001398889-25-000015 · wk-form4_1735938128.xml · derivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,710.83 Underlying: Common Stock · 460.8 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 15:06 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 414.23 | $102.60 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0001398889-24-000204 · wk-form4_1727881462.xml · derivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,237.92 Underlying: Common Stock · 414.23 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 15:34 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 484.38 | $87.74 Strike: $0.00 | $42,499.50 |
DisclosureSEC source: 0001398889-24-000168 · wk-form4_1719934475.xml · derivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 816.73 Underlying: Common Stock · 813.45 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 19:31 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 329.07 | $86.10 Strike: $0.00 | $28,332.93 |
DisclosureSEC source: 0001398889-24-000130 · wk-form4_1712086257.xml · derivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329.07 Underlying: Common Stock · 329.07 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| January 15, 2024 Filed Jan 16, 2024 21:22 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 53,522 | $3.55 | $190,003.10 |
DisclosureSEC source: 0001677703-24-000018 · wk-form4_1705440111.xml · nonDerivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,790 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 |
| January 15, 2023 Filed Jan 18, 2023 21:12 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 40,861 | $4.65 | $190,003.65 |
DisclosureSEC source: 0001127602-23-001633 · form4.xml · nonDerivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,268 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 12, 2022 Filed May 16, 2022 20:47 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 1,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014659 · form4.xml · derivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,101 Underlying: Common Stock · 1,101 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2023 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2023 annual meeting of stockholders (or, if earlier following a change of control). Read SEC document |
| January 15, 2022 Filed Jan 19, 2022 21:50 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 33,629 | $5.65 | $190,003.85 |
DisclosureSEC source: 0001677703-22-000001 · primary_doc.xml · nonDerivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,407 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 |
| January 15, 2021 Filed Jan 20, 2021 21:02 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 39,666 | $4.79 | $190,000.14 |
DisclosureSEC source: 0001127602-21-002125 · form4.xml · nonDerivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,778 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 18, 2020 Filed Aug 19, 2020 21:04 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 21,112 | $3.75 | $79,170.00 |
DisclosureSEC source: 0001127602-20-023909 · form4.xml · nonDerivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,112 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 20:28 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 3,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-028821 · doc4.xml · nonDerivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,674 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 22:51 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 2,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028341 · doc4.xml · nonDerivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,267 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 9,289 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 21:10 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028916 · doc4.xml · nonDerivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,289 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 00:31 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031114 · doc4.xml · nonDerivative · entry 1 GARY HUNTER CLARK · CIK 0001425798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,094 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.