Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FTI CONSULTING, INCFCN · Entity 4028 | Director | June 04, 2025 | June 05, 2025 |
| PRICE T ROWE GROUP INCTROW · Entity 3212 | Director | May 08, 2026 | May 11, 2026 |
| WillScot Holdings CorpWSC · Entity 4121 | Director | June 06, 2025 | June 11, 2025 |
| Zurn Elkay Water Solutions CorpZWS · Entity 3659 | Director | February 10, 2026 | February 11, 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.
FTI CONSULTING, INC
Report date June 04, 2025 · Filed June 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,628 |
Reported balance
After 2025-06-04 transaction · row 1
1 source rowRow 1 · 2025-06-04 · Grant · Acquired 1,529 · Balance 27,628 F1: The shares of restricted stock will vest in full on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of restricted stock will vest in full on the first anniversary of the date of grant.
PRICE T ROWE GROUP INC
Report date May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,263 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 1,899 · Balance 35,263 F1: Pursuant to the 2017 Non-Employee Director Equity Plan, this restricted Award Shares was issued at $105.33 share, the closing price of TROW shares on May 8, 2026. The forfeiture provisions of the Award Shares and all accrued dividends attributed to such Award Shares, will vest in full and become nonforfeitable upon the earliest of the following dates: (a) the day immediately prior to the Annual Meeting that occurs in the next calendar year following the year in which the Award Shares were granted as reflected on the Notice, (b) date of death, (c) the date on which it has been determined that the award holder suffered, a Total and Permanent Disability, or (d) the date on which a Change in Control occurs, in which case the vesting will take place immediately before and contingent upon the occurrence of the Change in Control. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the 2017 Non-Employee Director Equity Plan, this restricted Award Shares was issued at $105.33 share, the closing price of TROW shares on May 8, 2026. The forfeiture provisions of the Award Shares and all accrued dividends attributed to such Award Shares, will vest in full and become nonforfeitable upon the earliest of the following dates: (a) the day immediately prior to the Annual Meeting that occurs in the next calendar year following the year in which the Award Shares were granted as reflected on the Notice, (b) date of death, (c) the date on which it has been determined that the award holder suffered, a Total and Permanent Disability, or (d) the date on which a Change in Control occurs, in which case the vesting will take place immediately before and contingent upon the occurrence of the Change in Control.
WillScot Holdings Corp
Report date June 06, 2025 · Filed June 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 155,388 |
Reported balance
After 2025-06-06 transaction · row 1
1 source rowRow 1 · 2025-06-06 · Grant · Acquired 5,384 · Balance 155,388 F1: Restricted stock granted pursuant to the WillScot Mobile Mini Holdings Corp. 2020 Incentive Award Plan and a Restricted Stock Award Agreement between the Issuer and Mr. Bartlett. These shares comprise part of the Issuer's annual compensation program for non-executive directors and, subject to the terms and conditions of such plan and award agreement, the restrictions on these shares lapse in full one year from the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted pursuant to the WillScot Mobile Mini Holdings Corp. 2020 Incentive Award Plan and a Restricted Stock Award Agreement between the Issuer and Mr. Bartlett. These shares comprise part of the Issuer's annual compensation program for non-executive directors and, subject to the terms and conditions of such plan and award agreement, the restrictions on these shares lapse in full one year from the grant date.
Zurn Elkay Water Solutions Corp
Report date February 10, 2026 · Filed February 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 141,583 |
Reported balance
After 2026-02-10 transaction · row 1
1 source rowRow 1 · 2026-02-10 · Grant · Acquired 2,900 · Balance 141,583 F1: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.
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 13, 2019 Filed May 15, 2019 22:27 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantCommon Stock | 4,728 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-19-000049 · wf-form4_155795922035610.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,365 F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director. Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 20:15 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 1,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-002440 · primarydocument.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,843 F1 · shares: 1. Pursuant to the 2017 Non-Employee Director Equity Plan, this restricted Award Shares was issued at $108.05 per share, the closing price of TROW shares on April 26, 2019. The forfeiture provisions of the Award Shares and all accrued dividends attributed to such Award Shares, will vest in full and become nonforfeitable upon the earliest of the following dates: (a) the day immediately prior to the Annual Meeting that occurs in the next calendar year following the year in which the Award Shares were granted as reflected on the Notice, (b) date of death, (c) the date on which it has been determined that the award holder suffered, a Total and Permanent Disability, or (d) the date on which a Change in Control occurs, in which case the vesting will take place immediately before and contingent upon the occurrence of the Change in Control. Read SEC document |
| March 22, 2019 Filed Mar 22, 2019 21:26 UTC | WillScot Holdings Corp WSC · Entity 4121 | PurchaseClass A common stock, par value $0.0001 per share | 10,000 | $11.50 | $115,000.00 |
DisclosureSEC source: 0001104659-19-016870 · a4.xml · nonDerivative · entry 2 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,607 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.49 to $11.51, inclusive. The reporting person undertakes to provide to WillScot Corporation, any security holder of WillScot Corporation, 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 range set forth in this footnote (2) to this Form 4. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 21:26 UTC | WillScot Holdings Corp WSC · Entity 4121 | PurchaseClass A common stock, par value $0.0001 per share | 25,000 | $11.58 | $289,500.00 |
DisclosureSEC source: 0001104659-19-016870 · a4.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,607 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.49 to $11.60, inclusive. The reporting person undertakes to provide to WillScot Corporation, any security holder of WillScot Corporation, 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 range set forth in this footnote (1) to this Form 4. Read SEC document |
| December 13, 2018 Filed Dec 15, 2018 00:15 UTC Amendment | WillScot Holdings Corp WSC · Entity 4121 | PurchaseClass A common stock, par value $0.0001 per share | 25,000 | $11.95 | $298,750.00 |
DisclosureSEC source: 0001104659-18-073162 · a4a.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,607 F1 · price: This Form 4/A filing amends the original Form 4 ("Original Form 4") filed with the Securities and Exchange Commission on December 14, 2018 solely to clarify the explanation of responses contained in footnote (1) to the Original Form 4. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.90 to $11.98, inclusive. The reporting person undertakes to provide to WillScot Corporation, any security holder of WillScot Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote (2) to this Form 4/A. Read SEC document |
| December 13, 2018 Filed Dec 14, 2018 21:05 UTC | WillScot Holdings Corp WSC · Entity 4121 | PurchaseClass A common stock, par value $0.0001 per share | 25,000 | $11.95 | $298,750.00 |
DisclosureSEC source: 0001104659-18-073082 · a4.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,607 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.90 to $11.98, inclusive. The reporting person undertakes to provide to WillScot Corporation, any security holder of WillScot Corporation, 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 range set forth in this footnote (1) to this Form 4. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 20:06 UTC | WillScot Holdings Corp WSC · Entity 4121 | GrantClass A common stock, par value $0.0001 per share | 5,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-054483 · a4.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,607 F1 · shares: Restricted stock granted to Mark Bartlett pursuant to the WillScot Corporation 2017 Incentive Award Plan and Restricted Stock Award Agreement between the Issuer and Mr. Bartlett dated as of August 28, 2018. These shares comprise part of the Issuer's annual compensation program for non-executive directors and, subject to the terms and conditions of such plan and award agreement, the restrictions on these shares lapse in full one year from the grant date. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 19:11 UTC | FTI CONSULTING, INC FCN · Entity 4028 | GrantCommon Stock | 3,866 | $0.00 | $0.00 |
DisclosureSEC source: 0000887936-18-000060 · wf-form4_152848509883412.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,625 F1 · shares: The shares of restricted stock will vest in full on the first anniversary of the date of grant. Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:18 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantCommon Stock | 3,805 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-18-000057 · wf-form4_152771507506705.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,637 F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director. Read SEC document |
| May 08, 2018 Filed May 10, 2018 13:40 UTC | WillScot Holdings Corp WSC · Entity 4121 | PurchaseClass A common stock, par value $0.0001 per share | 25,000 | $12.59 | $314,750.00 |
DisclosureSEC source: 0001104659-18-031991 · a4.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,690 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.50 to $12.75, inclusive. The reporting person undertakes to provide to WillScot Corporation, any security holder of WillScot Corporation, 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 range set forth in this footnote (1) to this Form 4. F2 · balance_after: Includes 3,690 shares of restricted stock granted to Mark Bartlett pursuant to the WillScot Corporation 2017 Incentive Award Plan and Restricted Stock Award Agreement between the Issuer and Mr. Bartlett dated as of March 20, 2018. Read SEC document |
| April 27, 2018 Filed May 1, 2018 14:43 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 1,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015645 · form4.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,992 F1 · shares: Pursuant to the 2017 Non-Employee Director Equity Plan, this restricted Award Shares was issued at $114.02 per share, the closing price of TROW shares on April 27, 2018. The forfeiture provisions of the Award Shares and all accrued dividends attributed to such Award Shares, will vest in full and become nonforfeitable upon the earliest of the following dates: (a) the day immediately prior to the Annual Meeting that occurs in the next calendar year following the year in which the Award Shares were granted as reflected on the Notice, (b) date of death, (c) the date on which it has been determined that the award holder suffered, a Total and Permanent Disability, or (d) the date on which a Change in Control occurs, in which case the vesting will take place immediately before and contingent upon the occurrence of the Change in Control. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 23:47 UTC | WillScot Holdings Corp WSC · Entity 4121 | GrantClass A common stock, par value $0.0001 per share | 3,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-019650 · a4.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,690 F1 · shares: Restricted stock granted to Mark Bartlett pursuant to the WillScot Corporation 2017 Incentive Award Plan and Restricted Stock Award Agreement between the Issuer and Mr. Bartlett dated as of March 20, 2018. These shares comprise part of the Issuer's annual compensation program for non-executive directors and, subject to the terms and conditions of such plan and award agreement, the restrictions on these shares lapse in full one year from the grant date. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 21:38 UTC | FTI CONSULTING, INC FCN · Entity 4028 | GrantCommon Stock | 7,344 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-015971 · doc4.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,759 F1 · shares: The shares of restricted stock will vest in full on the first anniversary of the date of grant. Read SEC document |
| May 19, 2017 Filed May 23, 2017 15:37 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantCommon Stock | 4,756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-17-000067 · wf-form4_149555386082032.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,832 F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 17:34 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 2,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015817 · form4.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,237 F1 · shares: Pursuant to the 2017 Non-Employee Director Equity Plan, this restricted Award Shares was issued at $70.52 per share, the closing price of TROW shares on April 27, 2017. The forfeiture provisions of the Award Shares and all accrued dividends attributed to such Award Shares, will vest in full and become nonforfeitable upon the earliest of the following dates: (a) the day immediately prior to the Annual Meeting that occurs in the next calendar year following the year in which the Award Shares were granted as reflected on the Notice, (b) date of death, (c) the date on which it has been determined that the award holder suffered, a Total and Permanent Disability, or (d) the date on which a Change in Control occurs, in which case the vesting will take place immediately before and contingent upon the occurrence of the Change in Control. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 14:06 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065948 · form4.xml · nonDerivative · entry 1 BARTLETT MARK S. · CIK 0001551523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,400 F1 · shares: Pursuant to the Amended and Restated 2007 Non-Employee Director Equity Plan, this restricted stock award was issued at $63.82 per share, the closing price of TROW shares on November 1, 2016. The forfeiture provisions of the this award will vest upon the earliest of the following: (a) one year after the date of award, (b) the day immediately prior to the annual meeting of stockholders of the Company at which members of the Board of Directors are to be elected that occurs in the next calendar year following the year in which the date of award occurs, (c) death or (d) immediately before and contingent upon the occurrence of a Change in Control. 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.