Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AIP Alternative Lending Fund ANONE · Entity 50233 | Director | June 07, 2018 | August 27, 2019 |
| AIP Alternative Lending Fund PNONE · Entity 50235 | Director | June 07, 2018 | August 27, 2019 |
| Ingram Micro Holding CorpINGM · Entity 3754 | Director | May 14, 2026 | May 14, 2026 |
| MORGAN STANLEY INDIA INVESTMENT FUND, INC.IIF · Entity 8847 | Director | June 21, 2017 | June 27, 2017 |
| SERVICE CORP INTERNATIONALSCI · Entity 3484 | Director | May 11, 2026 | May 13, 2026 |
| Vertiv Holdings CoVRT · Entity 440 | Director | March 06, 2026 | March 10, 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.
AIP Alternative Lending Fund A
Report date June 07, 2018 · Filed August 27, 2019
Jointly reported with NUGENT MICHAEL, Bowman Frank L, Klein Michael F, Dennis Kathleen A, Everett Nancy, REED W ALLEN, MALESKI PATRICIA A, KEARNS JOSEPH J, JOHNSON MANUEL H
This filing explicitly reported no securities owned.
AIP Alternative Lending Fund P
Report date June 07, 2018 · Filed August 27, 2019
Jointly reported with NUGENT MICHAEL, Bowman Frank L, Klein Michael F, Dennis Kathleen A, Everett Nancy, REED W ALLEN, MALESKI PATRICIA A, KEARNS JOSEPH J, JOHNSON MANUEL H
This filing explicitly reported no securities owned.
Ingram Micro Holding Corp
Report date May 14, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,055 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 7,031 · Balance 25,055 F1: On 05/14/2026, the Reporting Person received a grant of 7,031 restricted stock units ("RSUs") that vest on the earlier of 05/14/2027 or the date of the Issuer's 2027 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. F2: Includes 18,024 shares of Common Stock and 7,031 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: On 05/14/2026, the Reporting Person received a grant of 7,031 restricted stock units ("RSUs") that vest on the earlier of 05/14/2027 or the date of the Issuer's 2027 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit.
F2: Includes 18,024 shares of Common Stock and 7,031 unvested RSUs.
MORGAN STANLEY INDIA INVESTMENT FUND, INC.
Report date June 21, 2017 · Filed June 27, 2017
This filing explicitly reported no securities owned.
SERVICE CORP INTERNATIONAL
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,899 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 2,448 · Balance 9,899 |
| Common StockSEC Table I · non-derivative | IndirectBy Deferred Compensation Plan | 3,320 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,320 |
Vertiv Holdings Co
Report date March 06, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $241.78 · Expires 2036-03-06 | Direct | 5,578 |
Reported balance
After 2026-03-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 5,578 · Balance 5,578 F1: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2026.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BARNES GROUP INC
Report date January 27, 2025 · Filed January 27, 2025
Section 16 reporting ended · disclosed 2025-01-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-01-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-01-27 · Disposition to issuer · Disposed 7,917 · Balance 3,968 F1: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration"). Row 2 · 2025-01-27 · Disposition to issuer · Disposed 3,968 · Balance 0 F2: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration").
F2: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share.
CINCINNATI BELL INC
Report date September 07, 2021 · Filed September 10, 2021
Section 16 reporting ended · disclosed 2021-09-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-09-07 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2021-09-07 · Disposition to issuer · Disposed 32,055 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of March 13, 2020 (the "Merger Agreement"), by and among Cincinnati Bell Inc., an Ohio corporation (the "Company"), Red Fiber Parent LLC, a Delaware limited liability company, and RF Merger Sub Inc., an Ohio corporation and directly wholly owned subsidiary of Parent ("Merger Sub"), at the effective time of the merger of Merger Sub with and into the Company (the "Merger"), each share of common stock, par value $0.01 per share, of the Company ("Company Common Shares") was converted into the right to receive $15.50 in cash, without interest (the "Merger Consideration"). |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-09-07 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2021-09-07 · Disposition to issuer · Disposed 7,338 · Balance 0 F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding restricted stock unit with respect to Company Common Shares ("Company RSU") became fully vested and was canceled and converted into the right to receive a lump-sum amount in cash, without interest, equal to the product of (a) the Merger Consideration and (b) the number of Company Common Shares subject to such Company RSU. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-09-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-09-07 · Disposition to issuer · Disposed 3,600 · Balance 0 F3: Each phantom share with respect to Company Common Shares ("Company Phantom Share") represented the right to receive the cash value thereof. F4: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Company Phantom Share was canceled and converted into the right to receive a lump-sum amount in cash, without interest, equal to the product of (a) the Merger Consideration and (B) the number of Company Common Shares underlying such Company Phantom Share. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of March 13, 2020 (the "Merger Agreement"), by and among Cincinnati Bell Inc., an Ohio corporation (the "Company"), Red Fiber Parent LLC, a Delaware limited liability company, and RF Merger Sub Inc., an Ohio corporation and directly wholly owned subsidiary of Parent ("Merger Sub"), at the effective time of the merger of Merger Sub with and into the Company (the "Merger"), each share of common stock, par value $0.01 per share, of the Company ("Company Common Shares") was converted into the right to receive $15.50 in cash, without interest (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding restricted stock unit with respect to Company Common Shares ("Company RSU") became fully vested and was canceled and converted into the right to receive a lump-sum amount in cash, without interest, equal to the product of (a) the Merger Consideration and (b) the number of Company Common Shares subject to such Company RSU.
F3: Each phantom share with respect to Company Common Shares ("Company Phantom Share") represented the right to receive the cash value thereof.
F4: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Company Phantom Share was canceled and converted into the right to receive a lump-sum amount in cash, without interest, equal to the product of (a) the Merger Consideration and (B) the number of Company Common Shares underlying such Company Phantom Share.
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 14, 2026 Filed May 14, 2026 21:41 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 7,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001432379-26-000003 · form4-05142026_090543.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,055 F1 · shares: On 05/14/2026, the Reporting Person received a grant of 7,031 restricted stock units ("RSUs") that vest on the earlier of 05/14/2027 or the date of the Issuer's 2027 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. F2 · balance_after: Includes 18,024 shares of Common Stock and 7,031 unvested RSUs. Read SEC document |
| May 11, 2026 Filed May 13, 2026 19:04 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-034522 · wk-form4_1778699089.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,899 Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 20:30 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 5,578 | $0.00 Strike: $241.78 | $0.00 |
DisclosureSEC source: 0001628280-26-016481 · wk-form4_1773174607.xml · derivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,578 Underlying: Class A Common Stock · 5,578 shares Expires 2036-03-06 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2026. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 20:20 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 3,750 | $0.00 Strike: $72.09 | $0.00 |
DisclosureSEC source: 0001432379-25-000005 · wk-form4_1757449212.xml · derivative · entry 10 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,250 Underlying: Class A Common Stock · 3,750 shares Expires 2034-03-07 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. F4 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2024. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 20:20 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 7,500 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001432379-25-000005 · wk-form4_1757449212.xml · derivative · entry 9 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 7,500 shares Expires 2033-03-07 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. F3 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 20:20 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 4,286 | $0.00 Strike: $12.97 | $0.00 |
DisclosureSEC source: 0001432379-25-000005 · wk-form4_1757449212.xml · derivative · entry 8 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,636 Underlying: Class A Common Stock · 4,286 shares Expires 2032-08-08 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. F2 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 3, 2022. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 20:20 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 1,350 | $0.00 Strike: $12.97 | $0.00 |
DisclosureSEC source: 0001432379-25-000005 · wk-form4_1757449212.xml · derivative · entry 7 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,922 Underlying: Class A Common Stock · 1,350 shares Expires 2032-08-08 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. F2 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 3, 2022. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 20:20 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 15,536 | $123.92 | $1,925,221.12 |
DisclosureSEC source: 0001432379-25-000005 · wk-form4_1757449212.xml · nonDerivative · entry 6 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,631 F1 · price: The trade was executed in a series of transactions with a price range of $123.87 to $124.045, inclusive, with a weighted average price of $123.92. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 20:20 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 3,750 | $72.09 | $270,337.50 |
DisclosureSEC source: 0001432379-25-000005 · wk-form4_1757449212.xml · nonDerivative · entry 5 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,167 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. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 20:20 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 7,500 | $15.84 | $118,800.00 |
DisclosureSEC source: 0001432379-25-000005 · wk-form4_1757449212.xml · nonDerivative · entry 4 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,417 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. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 20:20 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 4,286 | $12.97 | $55,589.42 |
DisclosureSEC source: 0001432379-25-000005 · wk-form4_1757449212.xml · nonDerivative · entry 3 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,917 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. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 20:20 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 144 | $124.15 | $17,877.60 |
DisclosureSEC source: 0001432379-25-000005 · wk-form4_1757449212.xml · nonDerivative · entry 2 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,631 Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 20:20 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 1,350 | $12.97 | $17,509.50 |
DisclosureSEC source: 0001432379-25-000005 · wk-form4_1757449212.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,775 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. Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 22:08 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 9,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-016053 · form4-06062025_100634.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,024 F1 · shares: On 06/04/2025, the Reporting Person received a grant of 9,615 restricted stock units ("RSUs") that vest on the earlier of 06/04/2026 or the date of the Issuer's 2026 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. Read SEC document |
| May 06, 2025 Filed May 8, 2025 19:04 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-023692 · wk-form4_1746731081.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,451 Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 20:16 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 15,000 | $0.00 Strike: $85.04 | $0.00 |
DisclosureSEC source: 0001628280-25-011996 · wk-form4_1741724177.xml · derivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2035-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2025 Read SEC document |
| January 27, 2025 Filed Jan 27, 2025 13:06 UTC | BARNES GROUP INC B · Entity 83822 | Disposition to issuerCommon Stock | 3,968 | $47.50 | $188,480.00 |
DisclosureSEC source: 0000009984-25-000020 · wk-form4_1738001180.xml · nonDerivative · entry 2 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share. F2 · price: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share. Read SEC document |
| January 27, 2025 Filed Jan 27, 2025 13:06 UTC | BARNES GROUP INC B · Entity 83822 | Disposition to issuerCommon Stock | 7,917 | $47.50 | $376,057.50 |
DisclosureSEC source: 0000009984-25-000020 · wk-form4_1738001180.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,968 F1 · shares: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration"). F1 · price: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration"). Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 22:21 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 11,272 | $12.97 Strike: $12.97 | $146,197.84 |
DisclosureSEC source: 0001628280-24-049023 · wk-form4_1732314098.xml · derivative · entry 5 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,272 Underlying: Class A Common Stock · 11,272 shares Expires 2032-08-08 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. F3 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 3, 2023, March 3, 2024, March 3, 2025, and March 3, 2026. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 22:21 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 7,500 | $15.84 Strike: $15.84 | $118,800.00 |
DisclosureSEC source: 0001628280-24-049023 · wk-form4_1732314098.xml · derivative · entry 4 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,500 Underlying: Class A Common Stock · 7,500 shares Expires 2033-03-07 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. F2 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 22:21 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 15,347 | $137.38 | $2,108,353.98 |
DisclosureSEC source: 0001628280-24-049023 · wk-form4_1732314098.xml · nonDerivative · entry 3 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,425 F1 · price: The trade was executed in a series of transactions with a price range of $136.8898 to $137.87, inclusive, with a weighted average price of $137.3789. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 22:21 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 11,272 | $12.97 | $146,197.84 |
DisclosureSEC source: 0001628280-24-049023 · wk-form4_1732314098.xml · nonDerivative · entry 2 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,772 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. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 22:21 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 7,500 | $15.84 | $118,800.00 |
DisclosureSEC source: 0001628280-24-049023 · wk-form4_1732314098.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 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. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:00 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 5,326 | $82.47 | $439,234.15 |
DisclosureSEC source: 0000089089-24-000177 · wk-form4_1730840405.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,937 F1 · price: The shares were sold in multiple transactions at prices ranging from $82.4501 to $82.58 per share on November 1, 2024. The $82.4698 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 23, 2024 Filed Oct 25, 2024 20:52 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 8,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-025655 · form4-10252024_081011.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,409 F1 · shares: The shares of Common Stock reported on this Form 4 are subject to a lock-up agreement, effective as of 10/23/2024 (the "Lock-up Date"), between the Reporting Person and Morgan Stanley & Co. LLC, Goldman Sachs & Co. LLC, and J.P. Morgan Securities LLC, pursuant to which shares of Common Stock reported herein cannot be sold for 180 days following the Lock-up Date. F2 · shares: On 10/23/2024, the Reporting Person received a grant of 8,409 restricted stock units ("RSUs") that vest on 10/23/2025. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. Read SEC document |
| May 07, 2024 Filed May 8, 2024 16:35 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,642 | $0.00 | $0.00 |
DisclosureSEC source: 0000089089-24-000099 · wk-form4_1715186144.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,263 Read SEC document |
| May 03, 2024 Filed May 6, 2024 14:25 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 3,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-24-000067 · wk-form4_1715019894.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,885 F1 · kind: Reporting Person has received 3,968 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. F2 · balance_after: Includes balances of 973 Restricted Stock Units ("RSUs") granted 5/19/2023, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 20:30 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 15,000 | $0.00 Strike: $72.09 | $0.00 |
DisclosureSEC source: 0001628280-24-010242 · wk-form4_1710188947.xml · derivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2034-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2024. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 17:16 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 1,033 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-24-000025 · wk-form4_1707862598.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,917 F1 · kind: Reporting Person has received 1,033 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. F2 · balance_after: Includes balances of 973 Restricted Stock Units ("RSUs") granted 5/19/2023, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| May 19, 2023 Filed May 23, 2023 15:14 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 973 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-23-000115 · wf-form4_168486928548964.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,884 F1 · kind: Reporting Person has received 973 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. F2 · balance_after: Includes a balance of 1,769 Restricted Stock Units granted 2/10/2023, which are subject to forfeiture if certain events occur and payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| May 02, 2023 Filed May 4, 2023 13:47 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027222 · doc4.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,621 Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:11 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 30,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007354 · wf-form4_167839985655983.xml · derivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:42 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 2,359 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-23-000040 · wf-form4_167641095184676.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,911 F1 · kind: Reporting Person has received 2,359 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| September 12, 2022 Filed Sep 13, 2022 19:02 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 11,748 | $63.16 | $742,016.60 |
DisclosureSEC source: 0001209191-22-049661 · doc4.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,937 F1 · price: The shares were sold in multiple transactions at prices ranging from $63.16 to $63.27 per share on September 12, 2022. The $63.1611 sale price reported above is the weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 08, 2022 Filed Aug 9, 2022 20:31 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 22,544 | $0.00 Strike: $12.97 | $0.00 |
DisclosureSEC source: 0001432379-22-000008 · wf-form4_166007708128988.xml · derivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,544 Underlying: Class A Common Stock · 22,544 shares Expires 2032-08-08 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 3, 2023, March 3, 2024, March 3, 2025, and March 3, 2026. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:14 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027583 · doc4.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,685 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 15:42 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 2,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-22-000027 · wf-form4_164495775497151.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,552 F1 · kind: Reporting Person has received 2,314 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| September 07, 2021 Filed Sep 10, 2021 00:34 UTC | CINCINNATI BELL INC CBB · Entity 135633 | Disposition to issuerPhantom Shares · Derivative | 3,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950157-21-000996 · form4.xml · derivative · entry 3 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,600 shares Expires not disclosed F3 · derivative.exercise_price: Each phantom share with respect to Company Common Shares ("Company Phantom Share") represented the right to receive the cash value thereof. F4 · price: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Company Phantom Share was canceled and converted into the right to receive a lump-sum amount in cash, without interest, equal to the product of (a) the Merger Consideration and (B) the number of Company Common Shares underlying such Company Phantom Share. F4 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Company Phantom Share was canceled and converted into the right to receive a lump-sum amount in cash, without interest, equal to the product of (a) the Merger Consideration and (B) the number of Company Common Shares underlying such Company Phantom Share. F4 · derivative.expiration_date: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Company Phantom Share was canceled and converted into the right to receive a lump-sum amount in cash, without interest, equal to the product of (a) the Merger Consideration and (B) the number of Company Common Shares underlying such Company Phantom Share. Read SEC document |
| September 07, 2021 Filed Sep 10, 2021 00:34 UTC | CINCINNATI BELL INC CBB · Entity 135633 | Disposition to issuerCommon Stock | 7,338 | $15.50 | $113,739.00 |
DisclosureSEC source: 0000950157-21-000996 · form4.xml · nonDerivative · entry 2 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding restricted stock unit with respect to Company Common Shares ("Company RSU") became fully vested and was canceled and converted into the right to receive a lump-sum amount in cash, without interest, equal to the product of (a) the Merger Consideration and (b) the number of Company Common Shares subject to such Company RSU. Read SEC document |
| September 07, 2021 Filed Sep 10, 2021 00:34 UTC | CINCINNATI BELL INC CBB · Entity 135633 | Disposition to issuerCommon Stock | 32,055 | $15.50 | $496,852.50 |
DisclosureSEC source: 0000950157-21-000996 · form4.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of March 13, 2020 (the "Merger Agreement"), by and among Cincinnati Bell Inc., an Ohio corporation (the "Company"), Red Fiber Parent LLC, a Delaware limited liability company, and RF Merger Sub Inc., an Ohio corporation and directly wholly owned subsidiary of Parent ("Merger Sub"), at the effective time of the merger of Merger Sub with and into the Company (the "Merger"), each share of common stock, par value $0.01 per share, of the Company ("Company Common Shares") was converted into the right to receive $15.50 in cash, without interest (the "Merger Consideration"). Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 14:19 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 1,238 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-21-000136 · wf-form4_162671873481728.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,238 F1 · acquired: Reporting Person has received 1,238 Restricted Stock Units that are subject to forfeiture if certain events occur and payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| May 25, 2021 Filed May 27, 2021 13:03 UTC | CINCINNATI BELL INC CBB · Entity 135633 | SaleCommon Stock | 21,480 | $15.40 | $330,792.00 |
DisclosureSEC source: 0000716133-21-000001 · edgar.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,393 Read SEC document |
| May 12, 2021 Filed May 14, 2021 17:35 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 3,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032638 · doc4.xml · nonDerivative · entry 2 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 3,320 Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 20:00 UTC | CINCINNATI BELL INC CBB · Entity 135633 | GrantCommon Stock | 7,338 | $14.99 | $109,996.62 |
DisclosureSEC source: 0001432379-20-000001 · edgar.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,873 F1 · security: Restricted Stock Units (RSUs) granted under the 2017 Stock Plan for Non-Employee Directors, which is a Rule 16b-3 plan. The RSUs vest on the first anniversary of the grant date. Each RSU constitutes a right to receive one share of Cincinnati Bell Common Stock upon vesting. Read SEC document |
| May 13, 2020 Filed May 15, 2020 19:57 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029682 · doc4.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,072 Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:15 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-029025 · doc4.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,135 Read SEC document |
| May 02, 2019 Filed May 3, 2019 14:42 UTC | CINCINNATI BELL INC CBB · Entity 135633 | GrantCommon Stock | 12,485 | $8.81 | $109,992.85 |
DisclosureSEC source: 0001432379-19-000001 · edgar.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,535 F1 · security: Restricted Stock Units (RSUs) granted under the 2017 Stock Plan for Non-Employee Directors, which is a Rule 16b-3 plan. The RSUs vest on the first anniversary of the grant date. Each RSU constitutes a right to receive one share of Cincinnati Bell Common Stock upon vesting. Read SEC document |
| May 23, 2018 Filed May 25, 2018 21:14 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033579 · doc4.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,835 Read SEC document |
| May 01, 2018 Filed May 3, 2018 16:00 UTC | CINCINNATI BELL INC CBB · Entity 135633 | GrantCommon Stock | 6,644 | $15.05 | $99,992.20 |
DisclosureSEC source: 0001432379-18-000001 · edgar.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,050 F1 · security: Restricted Stock Units (RSUs) granted under the 2017 Stock Plan for Non-Employee Directors, which is a Rule 16b-3 plan. The RSUs vest on the first anniversary of the grant date. Each RSU constitutes a right to receive one share of Cincinnati Bell Common Stock upon vesting. Read SEC document |
| May 02, 2017 Filed May 4, 2017 17:57 UTC | CINCINNATI BELL INC CBB · Entity 135633 | GrantCommon Stock | 5,221 | $19.15 | $99,982.15 |
DisclosureSEC source: 0001432379-17-000002 · edgar.xml · nonDerivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,406 F1 · security: Restricted Stock Units (RSUs) granted under the 2007 Stock Option Plan for Non-Employee Directors, which is a Rule 16b-3 plan. The RSUs vest on the first anniversary of the grant date. Each RSU constitutes a right to receive one share of Cincinnati Bell Common Stock upon vesting. 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.