Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergy, Inc.EVRG · Entity 3282 | Director | May 06, 2026 | May 08, 2026 |
| Lumen Technologies, Inc.CTL · Entity 3749 | Director | May 22, 2019 | May 24, 2019 |
| TYLER TECHNOLOGIES INCTYL · Entity 3344 | Director | June 14, 2023 | June 16, 2023 |
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.
Evergy, Inc.
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 4,625 |
Reported balance
After 2026-05-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-06 · Grant · Acquired 1,961 · Balance 4,625 F1: Director deferred share units represent the right to receive one share of Evergy, Inc. common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person. F2: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3: Includes 97 deferred share units acquired through the reinvestment of dividend equivalents. |
| Common StockSEC Table I · non-derivative | Direct | 9,368 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 9,368 |
Filing footnotes · ownership attribution and instrument terms
F1: Director deferred share units represent the right to receive one share of Evergy, Inc. common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.
F2: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person.
F3: Includes 97 deferred share units acquired through the reinvestment of dividend equivalents.
Lumen Technologies, Inc.
Report date May 22, 2019 · Filed May 24, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,191 |
Reported balance
After 2019-05-22 transaction · row 1
1 source rowRow 1 · 2019-05-22 · Grant · Acquired 14,706 · Balance 34,191 F1: This grant of restricted stock will vest on May 22, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant of restricted stock will vest on May 22, 2020.
TYLER TECHNOLOGIES INC
Report date June 14, 2023 · Filed June 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,786 |
Reported balance
After 2023-06-14 transaction · row 1
1 source rowRow 1 · 2023-06-14 · Sale · Disposed 325 · Balance 1,786 F1: Reflects the average sales price for the reported transaction. The shares were sold in multiple transactions. The reporting person will provide to the Commission, the issuer or any stockholder, upon request, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the average sales price for the reported transaction. The shares were sold in multiple transactions. The reporting person will provide to the Commission, the issuer or any stockholder, upon request, full information regarding the number of shares sold at each separate price.
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 06, 2026 Filed May 8, 2026 18:16 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 1,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000063 · form4.xml · derivative · entry 2 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,625 Underlying: Common Stock · 1,961 shares Expires not disclosed F1 · derivative.exercise_price: Director deferred share units represent the right to receive one share of Evergy, Inc. common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person. F2 · derivative.exercise_date: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F2 · derivative.expiration_date: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3 · balance_after: Includes 97 deferred share units acquired through the reinvestment of dividend equivalents. Read SEC document |
| May 07, 2025 Filed May 9, 2025 17:14 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 2,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-013809 · form4.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,368 F1 · price: Shares received as partial retainer fee. Read SEC document |
| May 08, 2024 Filed May 10, 2024 20:46 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 2,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015013 · form4.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,057 F1 · price: Shares received as partial retainer fee. Read SEC document |
| June 14, 2023 Filed Jun 14, 2023 20:25 UTC | Evergy, Inc. EVRG · Entity 3282 | SaleCommon Stock | 1,170 | $59.62 | $69,755.05 |
DisclosureSEC source: 0001127602-23-018713 · form4.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,210 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.58 to $59.64. The reporting person undertakes to provide to Evergy, Inc., any security holder of Evergy, Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) of this Form 4. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 17:38 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | SaleCommon Stock | 325 | $388.44 | $126,244.37 |
DisclosureSEC source: 0001240085-23-000039 · primary_doc.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,786 F1 · price: Reflects the average sales price for the reported transaction. The shares were sold in multiple transactions. The reporting person will provide to the Commission, the issuer or any stockholder, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 12, 2023 Filed May 12, 2023 19:23 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionRestricted Stock Units · Derivative | 724 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-23-000031 · primary_doc.xml · derivative · entry 3 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 724 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F4 · derivative.exercise_date: On May 12, 2022, the reporting person was granted 724 restricted stock units, which vested 100% on the first anniversary of the grant date and were settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. F4 · derivative.expiration_date: On May 12, 2022, the reporting person was granted 724 restricted stock units, which vested 100% on the first anniversary of the grant date and were settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. Read SEC document |
| May 12, 2023 Filed May 12, 2023 19:23 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionCommon Stock | 724 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-23-000031 · primary_doc.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,111 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 common stock on a one-for-one basis. Read SEC document |
| May 11, 2023 Filed May 12, 2023 19:23 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | GrantRestricted Stock Units · Derivative | 643 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-23-000031 · primary_doc.xml · derivative · entry 2 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 643 Underlying: Common Stock · 643 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F3 · derivative.exercise_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. F3 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. Read SEC document |
| May 03, 2023 Filed May 5, 2023 20:36 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 2,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014721 · form4.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,380 F1 · price: Shares received as partial retainer fee. Read SEC document |
| May 12, 2022 Filed May 13, 2022 16:47 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | GrantRestricted Stock Units · Derivative | 724 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-22-000022 · primary_doc.xml · derivative · entry 3 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724 Underlying: Common Stock · 724 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F4 · derivative.exercise_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. F4 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. Read SEC document |
| May 11, 2022 Filed May 13, 2022 16:47 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionRestricted Stock Units · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-22-000022 · primary_doc.xml · derivative · entry 2 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 634 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F3 · derivative.exercise_date: On May 11, 2021, the reporting person was granted 634 restricted stock units, which vested 100% on the first anniversary of the grant date and were settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. F3 · derivative.expiration_date: On May 11, 2021, the reporting person was granted 634 restricted stock units, which vested 100% on the first anniversary of the grant date and were settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. Read SEC document |
| May 11, 2022 Filed May 13, 2022 16:47 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionCommon Stock | 634 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-22-000022 · primary_doc.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,387 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 common stock on a one-for-one basis. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:43 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013677 · form4.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,857 F1 · price: Shares received as partial retainer fee. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:03 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000919 · form4.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 705 F1 · price: Shares received as partial retainer fee. Read SEC document |
| May 12, 2021 Filed May 12, 2021 16:49 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionRestricted Stock Units · Derivative | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-21-000019 · primary_doc.xml · derivative · entry 3 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 753 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F4 · derivative.exercise_date: On May 12, 2020, the reporting person was granted 753 restricted stock units, which vested 100% on the first anniversary of the grant date and were settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. F4 · derivative.expiration_date: On May 12, 2020, the reporting person was granted 753 restricted stock units, which vested 100% on the first anniversary of the grant date and were settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. Read SEC document |
| May 12, 2021 Filed May 12, 2021 16:49 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionCommon Stock | 753 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-21-000019 · primary_doc.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 753 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 common stock on a one-for-one basis. Read SEC document |
| May 11, 2021 Filed May 12, 2021 16:49 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | GrantRestricted Stock Units · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-21-000019 · primary_doc.xml · derivative · entry 2 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634 Underlying: Common Stock · 634 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F3 · derivative.exercise_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. F3 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 21:06 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 2,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012711 · form4.xml · derivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,184 Underlying: Common Stock · 2,184 shares Expires not disclosed F1 · derivative.exercise_price: Director Deferred Share Units represent the right to receive one share of Evergy, Inc. ("Evergy") common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person. F2 · kind: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F2 · derivative.exercise_date: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F2 · derivative.expiration_date: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. Read SEC document |
| May 22, 2019 Filed May 24, 2019 22:06 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 14,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032816 · doc4.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,191 F1 · kind: This grant of restricted stock will vest on May 22, 2020. Read SEC document |
| May 24, 2018 Filed May 25, 2018 21:17 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 8,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033592 · doc4.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,485 F1 · kind: This grant of restricted stock will vest on May 24, 2019. Read SEC document |
| May 25, 2017 Filed May 26, 2017 21:27 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 5,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035959 · doc4.xml · nonDerivative · entry 1 Landrieu Mary L. · CIK 0001659021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,741 F1 · kind: This grant of restricted stock will vest on May 25, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.