Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Andretti Acquisition Corp. IIPOLE · Entity 5881 | Director | September 05, 2024 | September 05, 2024 |
| NISOURCE INC.NI · Entity 3270 | Director | May 11, 2026 | May 13, 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.
Andretti Acquisition Corp. II
Report date September 05, 2024 · Filed September 05, 2024
This filing explicitly reported no securities owned.
NISOURCE INC.
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 | 28,974.049 |
Reported balance
After 2026-05-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 3,807 · Balance 28,974.049 F1: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan.
F2: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Zapata Quantum, Inc.
Report date March 28, 2024 · Filed April 01, 2024
Section 16 reporting ended · disclosed 2024-04-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
After 2024-03-28 transaction · row 1
1 source rowRow 1 · 2024-03-28 · Other · Acquired 30,000 · Balance 30,000 F1: Pursuant to the Business Combination Agreement, dated as of September 6, 2023, among the Issuer and certain other parties (the "Business Combination Agreement"), the Issuer's Class B ordinary shares, par value $0.0001 per share (the "Class B Ordinary Shares"), automatically converted into shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), on a one-for-one basis upon the closing of the transactions contemplated by the Business Combination Agreement (the "Closing"). |
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-28 · Other · Disposed 30,000 · Balance 0 F2: The Issuer's Class B Ordinary Shares were convertible for the Issuer's Class A ordinary shares, par value $0.0001 per share, as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-254627) (the "Registration Statement") and had no expiration date. As described above, the Issuer's Class B Ordinary Shares were automatically converted into shares of Common Stock on a one-for-one basis upon the Closing. F1: Pursuant to the Business Combination Agreement, dated as of September 6, 2023, among the Issuer and certain other parties (the "Business Combination Agreement"), the Issuer's Class B ordinary shares, par value $0.0001 per share (the "Class B Ordinary Shares"), automatically converted into shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), on a one-for-one basis upon the closing of the transactions contemplated by the Business Combination Agreement (the "Closing"). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Business Combination Agreement, dated as of September 6, 2023, among the Issuer and certain other parties (the "Business Combination Agreement"), the Issuer's Class B ordinary shares, par value $0.0001 per share (the "Class B Ordinary Shares"), automatically converted into shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), on a one-for-one basis upon the closing of the transactions contemplated by the Business Combination Agreement (the "Closing").
F2: The Issuer's Class B Ordinary Shares were convertible for the Issuer's Class A ordinary shares, par value $0.0001 per share, as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-254627) (the "Registration Statement") and had no expiration date. As described above, the Issuer's Class B Ordinary Shares were automatically converted into shares of Common Stock on a one-for-one basis upon the Closing.
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 11, 2026 Filed May 13, 2026 20:33 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 3,807 | $47.03 | $179,043.21 |
DisclosureSEC source: 0001111711-26-000069 · form4.xml · nonDerivative · entry 1 Lee Cassandra S. · CIK 0001851009 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,974.049 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| May 12, 2025 Filed May 14, 2025 20:50 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 4,541 | $38.32 | $174,011.12 |
DisclosureSEC source: 0001127602-25-014320 · form4.xml · nonDerivative · entry 1 Lee Cassandra S. · CIK 0001851009 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,537.072 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| May 13, 2024 Filed May 15, 2024 20:43 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 6,042 | $28.80 | $174,009.60 |
DisclosureSEC source: 0001127602-24-015482 · form4.xml · nonDerivative · entry 1 Lee Cassandra S. · CIK 0001851009 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,433.861 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 20:30 UTC | Zapata Quantum, Inc. ZPTA · Entity 6486 | OtherClass B Ordinary Shares · Derivative | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-000847 · es240464259_4-lee.xml · derivative · entry 2 Lee Cassandra S. · CIK 0001851009 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires not disclosed F2 · derivative.exercise_price: The Issuer's Class B Ordinary Shares were convertible for the Issuer's Class A ordinary shares, par value $0.0001 per share, as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-254627) (the "Registration Statement") and had no expiration date. As described above, the Issuer's Class B Ordinary Shares were automatically converted into shares of Common Stock on a one-for-one basis upon the Closing. F1 · kind: Pursuant to the Business Combination Agreement, dated as of September 6, 2023, among the Issuer and certain other parties (the "Business Combination Agreement"), the Issuer's Class B ordinary shares, par value $0.0001 per share (the "Class B Ordinary Shares"), automatically converted into shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), on a one-for-one basis upon the closing of the transactions contemplated by the Business Combination Agreement (the "Closing"). F1 · price: Pursuant to the Business Combination Agreement, dated as of September 6, 2023, among the Issuer and certain other parties (the "Business Combination Agreement"), the Issuer's Class B ordinary shares, par value $0.0001 per share (the "Class B Ordinary Shares"), automatically converted into shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), on a one-for-one basis upon the closing of the transactions contemplated by the Business Combination Agreement (the "Closing"). F2 · derivative.exercise_date: The Issuer's Class B Ordinary Shares were convertible for the Issuer's Class A ordinary shares, par value $0.0001 per share, as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-254627) (the "Registration Statement") and had no expiration date. As described above, the Issuer's Class B Ordinary Shares were automatically converted into shares of Common Stock on a one-for-one basis upon the Closing. F2 · derivative.expiration_date: The Issuer's Class B Ordinary Shares were convertible for the Issuer's Class A ordinary shares, par value $0.0001 per share, as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-254627) (the "Registration Statement") and had no expiration date. As described above, the Issuer's Class B Ordinary Shares were automatically converted into shares of Common Stock on a one-for-one basis upon the Closing. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 20:30 UTC | Zapata Quantum, Inc. ZPTA · Entity 6486 | OtherCommon Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-000847 · es240464259_4-lee.xml · nonDerivative · entry 1 Lee Cassandra S. · CIK 0001851009 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 F1 · kind: Pursuant to the Business Combination Agreement, dated as of September 6, 2023, among the Issuer and certain other parties (the "Business Combination Agreement"), the Issuer's Class B ordinary shares, par value $0.0001 per share (the "Class B Ordinary Shares"), automatically converted into shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), on a one-for-one basis upon the closing of the transactions contemplated by the Business Combination Agreement (the "Closing"). F1 · price: Pursuant to the Business Combination Agreement, dated as of September 6, 2023, among the Issuer and certain other parties (the "Business Combination Agreement"), the Issuer's Class B ordinary shares, par value $0.0001 per share (the "Class B Ordinary Shares"), automatically converted into shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), on a one-for-one basis upon the closing of the transactions contemplated by the Business Combination Agreement (the "Closing"). Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:41 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 6,031 | $27.36 | $165,008.16 |
DisclosureSEC source: 0001127602-23-016881 · form4.xml · nonDerivative · entry 1 Lee Cassandra S. · CIK 0001851009 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,007.88 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| May 24, 2022 Filed May 25, 2022 20:24 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 5,282 | $31.24 | $165,009.68 |
DisclosureSEC source: 0001127602-22-015616 · form4.xml · nonDerivative · entry 1 Lee Cassandra S. · CIK 0001851009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,739.756 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 22:40 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 1,446.529 | $28.41 | $41,095.89 |
DisclosureSEC source: 0001127602-22-005084 · form4.xml · nonDerivative · entry 1 Lee Cassandra S. · CIK 0001851009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,446.529 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. 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.