Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Berto Acquisition Corp.TACO · Entity 5656 | Director | April 29, 2025 | April 29, 2025 |
| Berto Acquisition Corp. IIGUAC · Entity 5670 | Director | May 14, 2026 | May 15, 2026 |
| CITIZENS, INC.CIA · Entity 6336 | Director | June 01, 2021 | June 02, 2021 |
| WADDELL & REED FINANCIAL INCWDR · Entity 106121 | Director | February 21, 2020 | February 25, 2020 |
| dMY Squared Technology Group, Inc.DMYY · Entity 56821 | Director | September 29, 2022 | September 29, 2022 |
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.
Berto Acquisition Corp.
Report date April 29, 2025 · Filed April 29, 2025
This filing explicitly reported no securities owned.
Berto Acquisition Corp. II
Report date May 14, 2026 · Filed May 15, 2026
This filing explicitly reported no securities owned.
CITIZENS, INC.
Report date June 01, 2021 · Filed June 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Citizens, Inc. Class A Common StockSEC Table I · non-derivative | Direct | 4,591 |
Reported balance
After 2021-06-01 transaction · row 1
1 source rowRow 1 · 2021-06-01 · Exercise / conversion · Acquired 1,575 · Balance 4,591 F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-06-01 · Exercise / conversion · Disposed 1,575 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2: On June 2, 2020, the reporting person was granted 1,575 restricted stock units that initially vested on June 2, 2021. The reporting person did not seek re-election to the Company's Board of Directors and thus her last day as a director was June 1, 2021. The Board accelerated the restricted stock units to vest on June 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock.
F2: On June 2, 2020, the reporting person was granted 1,575 restricted stock units that initially vested on June 2, 2021. The reporting person did not seek re-election to the Company's Board of Directors and thus her last day as a director was June 1, 2021. The Board accelerated the restricted stock units to vest on June 1, 2021.
WADDELL & REED FINANCIAL INC
Report date February 21, 2020 · Filed February 25, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 6,794 |
Reported balance
After 2020-02-21 transaction · row 1
1 source rowRow 1 · 2020-02-21 · Grant · Acquired 6,794 · Balance 6,794 F1: Represents shares of restricted Class A Common Stock that vest on January 2, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted Class A Common Stock that vest on January 2, 2021.
dMY Squared Technology Group, Inc.
Report date September 29, 2022 · Filed September 29, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-09-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| June 01, 2021 Filed Jun 2, 2021 21:11 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 1,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-037314 · doc4.xml · derivative · entry 2 WEAVER CONSTANCE K · CIK 0001197605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,575 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: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2 · derivative.exercise_date: On June 2, 2020, the reporting person was granted 1,575 restricted stock units that initially vested on June 2, 2021. The reporting person did not seek re-election to the Company's Board of Directors and thus her last day as a director was June 1, 2021. The Board accelerated the restricted stock units to vest on June 1, 2021. F2 · derivative.expiration_date: On June 2, 2020, the reporting person was granted 1,575 restricted stock units that initially vested on June 2, 2021. The reporting person did not seek re-election to the Company's Board of Directors and thus her last day as a director was June 1, 2021. The Board accelerated the restricted stock units to vest on June 1, 2021. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:11 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 1,575 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-037314 · doc4.xml · nonDerivative · entry 1 WEAVER CONSTANCE K · CIK 0001197605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,591 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: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 18:49 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 1,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034932 · doc4.xml · derivative · entry 2 WEAVER CONSTANCE K · CIK 0001197605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,556 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 stock units convert into Citizens, Inc. Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: On June 4, 2019, the reporting person was granted 1,556 restricted stock units, vesting on June 4, 2020. F2 · derivative.expiration_date: On June 4, 2019, the reporting person was granted 1,556 restricted stock units, vesting on June 4, 2020. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 18:49 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 1,556 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-034932 · doc4.xml · nonDerivative · entry 1 WEAVER CONSTANCE K · CIK 0001197605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,016 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 stock units convert into Citizens, Inc. Class A common stock on a one-for-one basis. Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 17:22 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 1,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034383 · doc4.xml · derivative · entry 1 WEAVER CONSTANCE K · CIK 0001197605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,575 Underlying: Class A Common Stock · 1,575 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2 · derivative.exercise_date: The restricted stock units vest 100% on the first anniversary of the date of the grant (June 2, 2021). F2 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of the grant (June 2, 2021). Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 17:20 UTC | WADDELL & REED FINANCIAL INC WDR · Entity 106121 | GrantClass A Common | 6,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001052100-20-000025 · edgar.xml · nonDerivative · entry 1 WEAVER CONSTANCE K · CIK 0001197605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,794 F1 · shares: Represents shares of restricted Class A Common Stock that vest on January 2, 2021. Read SEC document |
| June 04, 2019 Filed Jun 5, 2019 21:17 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 1,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034837 · doc4.xml · derivative · entry 1 WEAVER CONSTANCE K · CIK 0001197605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,556 Underlying: Class A Common Stock · 1,556 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Citizens, Inc. Class A common stock. F2 · derivative.exercise_date: The restricted stock units vest 100% on the first anniversary of the date of the grant (June 4, 2020). F2 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of the grant (June 4, 2020). Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 21:51 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionRestricted Stock Units · Derivative | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017412 · doc4.xml · derivative · entry 3 WEAVER CONSTANCE K · CIK 0001197605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A common Stock · 1,460 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 stock units convert into Citizens, Inc. Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: On March 5, 2019, the reporting person was granted an award of restricted stock units that vest immediately. F2 · derivative.expiration_date: On March 5, 2019, the reporting person was granted an award of restricted stock units that vest immediately. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 21:51 UTC | CITIZENS, INC. CIA · Entity 6336 | GrantRestricted Stock Units · Derivative | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017412 · doc4.xml · derivative · entry 2 WEAVER CONSTANCE K · CIK 0001197605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 Underlying: Class A common Stock · 1,460 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into Citizens, Inc. Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: On March 5, 2019, the reporting person was granted an award of restricted stock units that vest immediately. F2 · derivative.expiration_date: On March 5, 2019, the reporting person was granted an award of restricted stock units that vest immediately. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 21:51 UTC | CITIZENS, INC. CIA · Entity 6336 | Exercise / conversionCitizens, Inc. Class A Common Stock | 1,460 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-017412 · doc4.xml · nonDerivative · entry 1 WEAVER CONSTANCE K · CIK 0001197605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 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 stock units convert into Citizens, Inc. Class A common stock on a one-for-one basis. 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.