Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DT Midstream, Inc.DTM · Entity 3411 | Director | May 05, 2026 | May 07, 2026 |
| H&R BLOCK INCHRB · Entity 533 | Director | September 12, 2019 | September 16, 2019 |
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.
DT Midstream, Inc.
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,073 |
Reported balance
After 2026-05-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-06 · Exercise / conversion · Acquired 1,178 · Balance 6,073 F1: Includes shares of the Issuer's common stock acquired under the Issuer's dividend reinvestment plan. F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock with any fractional shares being paid in cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,093 |
Reported balance
After 2026-05-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-05 · Grant · Acquired 1,093 · Balance 1,093 F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock with any fractional shares being paid in cash. F3: This restricted stock unit will vest on May 5, 2027, subject to the Reporting Person's continued service with the Issuer through the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-06 · Exercise / conversion · Disposed 1,145 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock with any fractional shares being paid in cash. F4: This restricted stock unit vested on May 6, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of the Issuer's common stock acquired under the Issuer's dividend reinvestment plan.
F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock with any fractional shares being paid in cash.
F3: This restricted stock unit will vest on May 5, 2027, subject to the Reporting Person's continued service with the Issuer through the vesting date.
F4: This restricted stock unit vested on May 6, 2026.
H&R BLOCK INC
Report date September 12, 2019 · Filed September 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,804.142 |
Reported balance
After 2019-09-12 transaction · row 1
1 source rowRow 1 · 2019-09-12 · Grant · Acquired 6,179 · Balance 28,804.142 F1: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Switch, Inc.
Report date December 06, 2022 · Filed December 08, 2022
Section 16 reporting ended · disclosed 2022-12-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-12-06 transaction · row 1
1 source rowRow 1 · 2022-12-06 · Disposition to issuer · Disposed 23,312 · Balance 0 F1: Represents the cancellation of securities in exchange for the per share cash Merger consideration of $34.25, on the Merger closing date, in accordance with the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 11, 2022, by and among Switch, Inc. (the "Company"), Switch, Ltd., a Nevada limited liability company, Sunshine Merger Sub, Ltd., a Nevada limited liability company and a direct and wholly owned subsidiary of the Company, Sunshine Bidco Inc., a Delaware corporation ("Parent"), and Sunshine Parent Merger Sub Inc., a Nevada corporation and a wholly owned subsidiary of Parent. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the cancellation of securities in exchange for the per share cash Merger consideration of $34.25, on the Merger closing date, in accordance with the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 11, 2022, by and among Switch, Inc. (the "Company"), Switch, Ltd., a Nevada limited liability company, Sunshine Merger Sub, Ltd., a Nevada limited liability company and a direct and wholly owned subsidiary of the Company, Sunshine Bidco Inc., a Delaware corporation ("Parent"), and Sunshine Parent Merger Sub Inc., a Nevada corporation and a wholly owned subsidiary of Parent.
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 7, 2026 22:25 UTC | DT Midstream, Inc. DTM · Entity 3411 | Exercise / conversionRestricted Stock Units · Derivative | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-019611 · form4.xml · derivative · entry 3 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,145 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 the Issuer's common stock with any fractional shares being paid in cash. F4 · derivative.exercise_date: This restricted stock unit vested on May 6, 2026. F4 · derivative.expiration_date: This restricted stock unit vested on May 6, 2026. Read SEC document |
| May 06, 2026 Filed May 7, 2026 22:25 UTC | DT Midstream, Inc. DTM · Entity 3411 | Exercise / conversionCommon Stock | 1,178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-019611 · form4.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,073 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 · shares: Includes shares of the Issuer's common stock acquired under the Issuer's dividend reinvestment plan. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock with any fractional shares being paid in cash. F1 · balance_after: Includes shares of the Issuer's common stock acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| May 05, 2026 Filed May 7, 2026 22:25 UTC | DT Midstream, Inc. DTM · Entity 3411 | GrantRestricted Stock Units · Derivative | 1,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-019611 · form4.xml · derivative · entry 2 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,093 Underlying: Common Stock · 1,093 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock with any fractional shares being paid in cash. F3 · derivative.exercise_date: This restricted stock unit will vest on May 5, 2027, subject to the Reporting Person's continued service with the Issuer through the vesting date. F3 · derivative.expiration_date: This restricted stock unit will vest on May 5, 2027, subject to the Reporting Person's continued service with the Issuer through the vesting date. Read SEC document |
| May 10, 2025 Filed May 13, 2025 20:39 UTC | DT Midstream, Inc. DTM · Entity 3411 | Exercise / conversionRestricted Stock Units · Derivative | 1,758 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-25-000502 · ownership.xml · derivative · entry 2 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,758 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 the Issuer's common stock with any fractional shares being paid in cash. F3 · derivative.exercise_date: This restricted stock unit vested on May 10, 2025. F3 · derivative.expiration_date: This restricted stock unit vested on May 10, 2025. Read SEC document |
| May 10, 2025 Filed May 13, 2025 20:39 UTC | DT Midstream, Inc. DTM · Entity 3411 | Exercise / conversionCommon Stock | 1,819 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-25-000502 · ownership.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,895 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 · shares: Includes shares of the Issuer's common stock acquired under the Issuer's dividend reinvestment plan. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock with any fractional shares being paid in cash. F1 · balance_after: Includes shares of the Issuer's common stock acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:34 UTC | DT Midstream, Inc. DTM · Entity 3411 | GrantRestricted Stock Units · Derivative | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-25-000465 · ownership.xml · derivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,145 Underlying: Common Stock · 1,145 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock with any fractional shares being paid in cash. F2 · derivative.exercise_date: This restricted stock unit will vest on May 6, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date. F2 · derivative.expiration_date: This restricted stock unit will vest on May 6, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date. Read SEC document |
| May 10, 2024 Filed May 14, 2024 20:32 UTC | DT Midstream, Inc. DTM · Entity 3411 | GrantRestricted Stock Units · Derivative | 1,758 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-24-000472 · ownership.xml · derivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,758 Underlying: Common Stock · 1,758 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock with any fractional shares being paid in cash. F2 · derivative.exercise_date: This restricted stock unit will vest on May 10, 2025, subject to the Reporting Person's continued service with the Issuer through the vesting date. F2 · derivative.expiration_date: This restricted stock unit will vest on May 10, 2025, subject to the Reporting Person's continued service with the Issuer through the vesting date. Read SEC document |
| May 05, 2024 Filed May 7, 2024 20:40 UTC | DT Midstream, Inc. DTM · Entity 3411 | Exercise / conversionRestricted Stock Units · Derivative | 2,451 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-24-000437 · ownership.xml · derivative · entry 2 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,451 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 the Issuer's common stock with any fractional shares being paid in cash. F3 · derivative.exercise_date: This restricted stock unit vested on May 5, 2024. F3 · derivative.expiration_date: This restricted stock unit vested on May 5, 2024. Read SEC document |
| May 05, 2024 Filed May 7, 2024 20:40 UTC | DT Midstream, Inc. DTM · Entity 3411 | Exercise / conversionCommon Stock | 2,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-24-000437 · ownership.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,076 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 · shares: Includes shares of the Issuer's common stock acquired under the Issuer's dividend reinvestment plan. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock with any fractional shares being paid in cash. F1 · balance_after: Includes shares of the Issuer's common stock acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:23 UTC | DT Midstream, Inc. DTM · Entity 3411 | PurchaseCommon Stock | 500 | $57.87 | $28,935.00 |
DisclosureSEC source: 0000947871-24-000257 · ownership.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $57.859 to $57.87, inclusive. The reporting person undertakes to provide to DT Midstream, Inc., any security holder of DT Midstream, Inc., 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 |
| May 05, 2023 Filed May 9, 2023 22:19 UTC | DT Midstream, Inc. DTM · Entity 3411 | GrantRestricted Stock Units · Derivative | 2,451 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-23-000553 · ownership.xml · derivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,451 Underlying: Common Stock · 2,451 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock with any fractional shares being paid in cash. F2 · derivative.exercise_date: This restricted stock unit will vest on May 4, 2024, subject to the Reporting Person's continued service with the Issuer through the vesting date. F2 · derivative.expiration_date: This restricted stock unit will vest on May 4, 2024, subject to the Reporting Person's continued service with the Issuer through the vesting date. Read SEC document |
| December 06, 2022 Filed Dec 8, 2022 21:28 UTC | Switch, Inc. SWCH · Entity 121761 | Disposition to issuerClass A Common Stock | 23,312 | $34.25 | $798,436.00 |
DisclosureSEC source: 0001593968-22-001705 · primary_01.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Represents the cancellation of securities in exchange for the per share cash Merger consideration of $34.25, on the Merger closing date, in accordance with the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 11, 2022, by and among Switch, Inc. (the "Company"), Switch, Ltd., a Nevada limited liability company, Sunshine Merger Sub, Ltd., a Nevada limited liability company and a direct and wholly owned subsidiary of the Company, Sunshine Bidco Inc., a Delaware corporation ("Parent"), and Sunshine Parent Merger Sub Inc., a Nevada corporation and a wholly owned subsidiary of Parent. F1 · price: Represents the cancellation of securities in exchange for the per share cash Merger consideration of $34.25, on the Merger closing date, in accordance with the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 11, 2022, by and among Switch, Inc. (the "Company"), Switch, Ltd., a Nevada limited liability company, Sunshine Merger Sub, Ltd., a Nevada limited liability company and a direct and wholly owned subsidiary of the Company, Sunshine Bidco Inc., a Delaware corporation ("Parent"), and Sunshine Parent Merger Sub Inc., a Nevada corporation and a wholly owned subsidiary of Parent. Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 20:41 UTC | Switch, Inc. SWCH · Entity 121761 | GrantClass A Common Stock | 5,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-001135 · primary_01.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,312 F1 · shares: Represents restricted shares granted on June 10, 2022, subject to forfeiture and transfer restrictions until the earlier of June 10, 2023 and the date of the Company's 2023 annual stockholder meeting. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 20:36 UTC | Switch, Inc. SWCH · Entity 121761 | GrantClass A Common Stock | 9,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-001620 · primary_01.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,349 F1 · shares: Represents restricted shares granted on June 11, 2021, subject to forfeiture and transfer restrictions until the earlier of June 11, 2022 and the date of the Company's 2022 annual stockholder meeting. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 22:12 UTC | Switch, Inc. SWCH · Entity 121761 | GrantClass A Common Stock | 8,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-20-002160 · primary_01.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,021 F1 · shares: Represents restricted shares granted on November 4, 2020, subject to forfeiture and transfer restrictions until the earlier of June 12, 2021 and the date of the Company's 2021 annual stockholder meeting. Read SEC document |
| September 12, 2019 Filed Sep 16, 2019 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012541 · doc4.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,804.142 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 5,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013471 · doc4.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,841.509 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| September 14, 2017 Filed Sep 15, 2017 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 5,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015060 · doc4.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,573.553 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| September 08, 2016 Filed Sep 9, 2016 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 9,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039193 · doc4.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,507 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. 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.