Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CME GROUP INC.CME · Entity 2909 | Sr MD Chief Operating Officer | September 15, 2024 | September 17, 2024 |
| Constellation Energy CorpCEG · Entity 2918 | Director | April 28, 2026 | April 30, 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.
CME GROUP INC.
Report date September 15, 2024 · Filed September 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Class ASEC Table I · non-derivative | Direct | 40,437 |
Ending reported balance
After 2024-09-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-09-15 · Tax withholding · Disposed 1,583 · Balance 36,833 F1: Ms. Holzrichter surrendered shares to the Company in order to fulfill tax withholding obligations upon the vesting of restricted stock on September 15, 2024. Row 2 · 2024-09-16 · Grant · Acquired 3,604 · Balance 40,437 |
Filing footnotes · ownership attribution and instrument terms
F1: Ms. Holzrichter surrendered shares to the Company in order to fulfill tax withholding obligations upon the vesting of restricted stock on September 15, 2024.
Constellation Energy Corp
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Deferred Stock Units)SEC Table I · non-derivative | Direct | 6,257 |
Reported balance
After 2026-04-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 556 · Balance 6,257 F1: Balance includes approximately 29 shares acquired through quarterly automatic dividend reinvestments. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes approximately 29 shares acquired through quarterly automatic dividend reinvestments.
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 |
|---|---|---|---|---|---|---|
| September 15, 2016 Filed Sep 19, 2016 20:21 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 5,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001156375-16-000231 · edgardoc.xml · nonDerivative · entry 1 Holzrichter Julie · CIK 0001409442 · Sr MD Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,684 Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 19:39 UTC | CME GROUP INC. CME · Entity 2909 | Tax withholdingCommon Stock Class A | 297 | $107.55 | $31,942.35 |
DisclosureSEC source: 0001156375-16-000217 · edgardoc.xml · nonDerivative · entry 1 Holzrichter Julie · CIK 0001409442 · Sr MD Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,898 F1 · shares: Ms. Holzrichter surrendered shares to the Company in order to fulfill tax withholding obligations upon the vesting of restricted stock on 9/14/2016. 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.