Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSURED GUARANTY LTDAGO · Entity 4169 | Director | April 30, 2026 | May 04, 2026 |
| POWER SOLUTIONS INTERNATIONAL, INC.PSIX · Entity 5108 | Director | December 11, 2025 | December 12, 2025 |
| Professional Diversity Network, Inc.IPDN · Entity 8532 | Director | June 15, 2023 | July 31, 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.
ASSURED GUARANTY LTD
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 10,751 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-30 · Tax withholding · Disposed 365 · Balance 8,995 F1: Common Shares being withheld to pay tax liability. Row 2 · 2026-05-01 · Grant · Acquired 1,756 · Balance 10,751 F2: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2027 annual shareholders meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Shares being withheld to pay tax liability.
F2: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2027 annual shareholders meeting.
POWER SOLUTIONS INTERNATIONAL, INC.
Report date December 11, 2025 · Filed December 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
After 2025-12-11 transaction · row 1
1 source rowRow 1 · 2025-12-11 · Grant · Acquired 5,000 · Balance 5,000 F1: Represents Common Stock in the form of restricted stock granted under Issuer's 2012 Incentive Compensation Plan as amended and restated and subject to certain restrictions contained in a Restricted Stock Agreement, dated as of December 11, 2025, between Issuer and Courtney Shea. Subject to certain conditions, 5,000 shares will vest on July 24, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Common Stock in the form of restricted stock granted under Issuer's 2012 Incentive Compensation Plan as amended and restated and subject to certain restrictions contained in a Restricted Stock Agreement, dated as of December 11, 2025, between Issuer and Courtney Shea. Subject to certain conditions, 5,000 shares will vest on July 24, 2026.
Professional Diversity Network, Inc.
Report date June 15, 2023 · Filed July 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 33,306 |
Reported balance
After 2023-06-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-15 · Grant · Acquired 6,098 · Balance 33,306 F1: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2: The RSUs are to be vested automatically on June 14, 2024 under the non-employee director compensation policy and the applicable RSU agreement. F3: Includes 27,208 shares owned by Ms. Shea. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock upon vesting.
F2: The RSUs are to be vested automatically on June 14, 2024 under the non-employee director compensation policy and the applicable RSU agreement.
F3: Includes 27,208 shares owned by Ms. Shea.
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 01, 2026 Filed May 4, 2026 22:10 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 1,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-051767 · marketforms-73040.xml · nonDerivative · entry 2 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,751 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2027 annual shareholders meeting. Read SEC document |
| April 30, 2026 Filed May 4, 2026 22:10 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 365 | $81.90 | $29,893.50 |
DisclosureSEC source: 0001213900-26-051767 · marketforms-73040.xml · nonDerivative · entry 1 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,995 F1 · shares: Common Shares being withheld to pay tax liability. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 23:26 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-317880 · ownership.xml · nonDerivative · entry 1 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 F1 · shares: Represents Common Stock in the form of restricted stock granted under Issuer's 2012 Incentive Compensation Plan as amended and restated and subject to certain restrictions contained in a Restricted Stock Agreement, dated as of December 11, 2025, between Issuer and Courtney Shea. Subject to certain conditions, 5,000 shares will vest on July 24, 2026. Read SEC document |
| May 02, 2025 Filed May 5, 2025 20:36 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 1,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-039718 · marketforms-69347.xml · nonDerivative · entry 2 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,360 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2026 annual shareholders meeting. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:36 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 371 | $87.51 | $32,466.21 |
DisclosureSEC source: 0001213900-25-039718 · marketforms-69347.xml · nonDerivative · entry 1 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,654 F1 · shares: Common Shares being withheld to pay tax liability. Read SEC document |
| May 02, 2024 Filed May 3, 2024 21:16 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-039745 · marketforms-65728.xml · nonDerivative · entry 2 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,025 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2025 annual shareholders meeting. Read SEC document |
| May 01, 2024 Filed May 3, 2024 21:16 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 606 | $77.05 | $46,692.30 |
DisclosureSEC source: 0001213900-24-039745 · marketforms-65728.xml · nonDerivative · entry 1 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,300 F1 · shares: Common Shares being withheld to pay tax liability. Read SEC document |
| June 15, 2023 Filed Jul 31, 2023 13:00 UTC | Professional Diversity Network, Inc. IPDN · Entity 8532 | GrantRestricted Stock Units · Derivative | 6,098 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-026005 · ownership.xml · derivative · entry 1 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,306 Underlying: Common Stock · 6,098 shares Expires not disclosed F1 · security: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2 · derivative.exercise_date: The RSUs are to be vested automatically on June 14, 2024 under the non-employee director compensation policy and the applicable RSU agreement. F2 · derivative.expiration_date: The RSUs are to be vested automatically on June 14, 2024 under the non-employee director compensation policy and the applicable RSU agreement. F3 · balance_after: Includes 27,208 shares owned by Ms. Shea. Read SEC document |
| May 03, 2023 Filed May 4, 2023 22:22 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 2,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027446 · doc4.xml · nonDerivative · entry 2 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,906 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2004 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2024 annual shareholders meeting. Read SEC document |
| May 02, 2023 Filed May 4, 2023 22:22 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 522 | $52.77 | $27,545.94 |
DisclosureSEC source: 0001209191-23-027446 · doc4.xml · nonDerivative · entry 1 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,131 F1 · kind: Common Shares being withheld to pay tax liability. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 13:20 UTC | Professional Diversity Network, Inc. IPDN · Entity 8532 | GrantRestricted Stock Units | 27,646 | $0.90 | $25,000.28 |
DisclosureSEC source: 0001493152-22-015954 · ownership.xml · nonDerivative · entry 1 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,326 Read SEC document |
| May 04, 2022 Filed May 6, 2022 01:21 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 2,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027462 · doc4.xml · nonDerivative · entry 2 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,653 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2004 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2023 annual shareholders meeting. Read SEC document |
| May 03, 2022 Filed May 6, 2022 01:21 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 609 | $57.71 | $35,145.39 |
DisclosureSEC source: 0001209191-22-027462 · doc4.xml · nonDerivative · entry 1 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,215 F1 · kind: Common Shares being withheld to pay tax liability. Read SEC document |
| June 14, 2021 Filed Jul 19, 2021 12:44 UTC | Professional Diversity Network, Inc. IPDN · Entity 8532 | GrantRestricted Stock Units · Derivative | 11,905 | $2.10 | $25,000.50 |
DisclosureSEC source: 0001493152-21-017141 · ownership.xml · derivative · entry 1 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,680 Underlying: Common Stock · 11,905 shares Expires 2031-06-13 F1 · security: Such 11,905 restricted stock units shall be vested on June 13, 2022. F2 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. Read SEC document |
| May 05, 2021 Filed May 6, 2021 22:53 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 2,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030726 · doc4.xml · nonDerivative · entry 1 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,824 F1 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2004 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2022 annual shareholders meeting. Read SEC document |
| March 22, 2020 Filed Jun 29, 2020 10:15 UTC | Professional Diversity Network, Inc. IPDN · Entity 8532 | GrantRestricted Stock Units · Derivative | 6,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-012005 · ownership.xml · derivative · entry 1 Shea Courtney C. · CIK 0001771938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,775 Underlying: Common Stock · 6,775 shares Expires 2031-03-22 F1 · security: Such 6,775 restricted stock units shall be vested on March 22, 2021. F2 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. 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.