Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | Director | April 28, 2026 | April 30, 2026 |
| Ulta Beauty, Inc.ULTA · Entity 977 | Director | June 11, 2025 | June 12, 2025 |
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.
RYAN SPECIALTY HOLDINGS, INC.
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,219 |
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 5,757 · Balance 19,219 F1: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F2: Includes 16,219 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3).
F2: Includes 16,219 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors.
Ulta Beauty, Inc.
Report date June 11, 2025 · Filed June 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,303 |
Reported balance
After 2025-06-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-06-11 · Grant · Acquired 383 · Balance 2,303 F1: Represents a grant of 383 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 383 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PRIVATEBANCORP, INC
Report date June 23, 2017 · Filed June 27, 2017
Section 16 reporting ended · disclosed 2017-06-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-06-23 transaction · row 1
1 source rowRow 1 · 2017-06-23 · Disposition to issuer · Disposed 4,125 · Balance 0 F1: Represents 4,125 restricted stock units. Pursuant to the Agreement and Plan of Merger among Canadian Imperial Bank of Commerce ("CIBC"), CIBC Holdco Inc. and the issuer, dated June 29, 2016, as amended (the "Merger Agreement"), each share of common stock of the issuer was converted into the right to receive: (i) $27.20 in cash; and (ii) 0.4176 common shares of CIBC. The closing price of CIBC common stock on June 22, 2017, the last trading day prior to the effective time of the merger, was $80.95 per share. Pursuant to the Merger Agreement, each restricted stock unit award was cancelled and converted into the right to receive a cash payment of $60.6452. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-06-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-06-23 · Disposition to issuer · Disposed 29.5554 · Balance 0 F2: The phantom stock units convert to common stock of the Issuer on a 1-for-1 basis. F4: Pursuant to the Merger Agreement, each phantom stock unit of the issuer was converted into a cash-settled phantom stock unit of CIBC relating to 0.7572 shares of CIBC. F3: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 4,125 restricted stock units. Pursuant to the Agreement and Plan of Merger among Canadian Imperial Bank of Commerce ("CIBC"), CIBC Holdco Inc. and the issuer, dated June 29, 2016, as amended (the "Merger Agreement"), each share of common stock of the issuer was converted into the right to receive: (i) $27.20 in cash; and (ii) 0.4176 common shares of CIBC. The closing price of CIBC common stock on June 22, 2017, the last trading day prior to the effective time of the merger, was $80.95 per share. Pursuant to the Merger Agreement, each restricted stock unit award was cancelled and converted into the right to receive a cash payment of $60.6452.
F2: The phantom stock units convert to common stock of the Issuer on a 1-for-1 basis.
F3: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person.
F4: Pursuant to the Merger Agreement, each phantom stock unit of the issuer was converted into a cash-settled phantom stock unit of CIBC relating to 0.7572 shares of CIBC.
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 |
|---|---|---|---|---|---|---|
| April 28, 2026 Filed Apr 30, 2026 18:17 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 5,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001057687-26-000002 · wk-form4_1777587437.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,219 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F2 · balance_after: Includes 16,219 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 17:26 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantRestricted Stock Units · Derivative | 383 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-001088 · form4.xml · derivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,303 Underlying: Common Stock · 383 shares Expires not disclosed F1 · derivative.exercise_date: Represents a grant of 383 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. F1 · derivative.expiration_date: Represents a grant of 383 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 16:24 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029065 · wk-form4_1748982243.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,462 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3) F2 · balance_after: Includes 10,462 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 17:19 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantRestricted Stock Units · Derivative | 452 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-001372 · form4.xml · derivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,920 Underlying: Common Stock · 452 shares Expires not disclosed F1 · derivative.exercise_date: Represents a grant of 452 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. F1 · derivative.expiration_date: Represents a grant of 452 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. Read SEC document |
| April 30, 2024 Filed May 2, 2024 17:07 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003720 · primarydocument.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,139 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2 · balance_after: Includes 8,139 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 18:30 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantRestricted Stock Units · Derivative | 397 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000658 · form4.xml · derivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,468 Underlying: Common Stock · 397 shares Expires not disclosed F1 · derivative.exercise_date: Represents a grant of 397 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. F1 · derivative.expiration_date: Represents a grant of 397 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:13 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026676 · doc4.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,643 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2 · balance_after: Includes 5,643 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 16:09 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035359 · doc4.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,829 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2 · balance_after: Includes 2,829 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 16:34 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 393 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-012131 · doc1.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,172 F1 · shares: Represents a grant of 393 restricted stock units, vesting 100% on 6/1/2023. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 16:30 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 3,000 | $23.50 | $70,500.00 |
DisclosureSEC source: 0000899243-21-030346 · doc4.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 17:36 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantRestricted Stock Units · Derivative | 476 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-011632 · doc1.xml · derivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,071 Underlying: Common Stock · 476 shares Expires not disclosed F1 · derivative.exercise_date: Represents a grant of 476 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. F1 · derivative.expiration_date: Represents a grant of 476 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 16:51 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantRestricted Stock Units · Derivative | 595 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011715 · doc1.xml · derivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595 Underlying: Common Stock · 595 shares Expires not disclosed F1 · derivative.exercise_date: Represents a grant of 595 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. F1 · derivative.expiration_date: Represents a grant of 595 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. Read SEC document |
| June 05, 2019 Filed Jun 6, 2019 16:37 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 445 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-012934 · doc1.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,779 F1 · shares: Represents a grant of 445 restricted stock units, vesting 100% on 6/6/2020. Read SEC document |
| June 06, 2018 Filed Jun 7, 2018 17:09 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 587 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-027717 · doc1.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,334 F1 · shares: Represents a grant of 587 restricted stock units, vesting 100% on 6/6/2019. Read SEC document |
| August 29, 2017 Filed Aug 30, 2017 16:25 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | PurchaseCommon Stock | 480 | $208.00 | $99,838.37 |
DisclosureSEC source: 0001140361-17-033771 · doc1.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,747 F1 · price: Weighted average price based on trades completed with prices between $207.9958 and $208.3999. Reporting person shall undertake to provide a report of the shares purchased at each price within the range upon request of the SEC staff, the issuer or any security holder of the issuer. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 12:26 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | Disposition to issuerPhantom Stock Units · Derivative | 29.5554 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-022196 · form4.xml · derivative · entry 2 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29.5554 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units convert to common stock of the Issuer on a 1-for-1 basis. F4 · price: Pursuant to the Merger Agreement, each phantom stock unit of the issuer was converted into a cash-settled phantom stock unit of CIBC relating to 0.7572 shares of CIBC. F3 · derivative.exercise_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. F3 · derivative.expiration_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 12:26 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | Disposition to issuerCommon Stock | 4,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-022196 · form4.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents 4,125 restricted stock units. Pursuant to the Agreement and Plan of Merger among Canadian Imperial Bank of Commerce ("CIBC"), CIBC Holdco Inc. and the issuer, dated June 29, 2016, as amended (the "Merger Agreement"), each share of common stock of the issuer was converted into the right to receive: (i) $27.20 in cash; and (ii) 0.4176 common shares of CIBC. The closing price of CIBC common stock on June 22, 2017, the last trading day prior to the effective time of the merger, was $80.95 per share. Pursuant to the Merger Agreement, each restricted stock unit award was cancelled and converted into the right to receive a cash payment of $60.6452. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 17:44 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 408 | $306.72 | $125,141.76 |
DisclosureSEC source: 0001209191-17-037877 · doc4.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,267 F1 · shares: Represents a grant of 408 restricted stock units, vesting 100% on 6/01/2018. Read SEC document |
| May 12, 2017 Filed May 16, 2017 20:05 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | GrantCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-018387 · form4.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,125 F1 · shares: Restricted Stock Units ("RSUs") were granted to the reporting person as part of the director's annual retainer. The RSUs vest in equal quarterly installments on September 1, 2017; December 1, 2017; March 1, 2018; and June 1, 2018. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:38 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | GrantPhantom Stock Units · Derivative | 29.5554 | $59.37 | $1,754.70 |
DisclosureSEC source: 0001127602-17-014201 · form4.xml · derivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29.5554 Underlying: Common Stock · 29.5554 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert to common stock of the Issuer on a 1-for-1 basis. F2 · derivative.exercise_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. F2 · derivative.expiration_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. 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.