Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everforth IncEFOR · Entity 4808 | Director | April 27, 2026 | April 27, 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.
Everforth Inc
Report date April 27, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 328,950 |
Reported balance
After 2026-04-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-04-27 · Purchase · Acquired 5,121 · Balance 328,950 F1: The $20.2695 share price is a weighted average of numerous open market trades made at prices ranging from $20.09 to $20.40. |
| Common StockSEC Table I · non-derivative | Direct | 7,698 |
Reported balance
Holding disclosure · report date 2026-04-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,698 |
Filing footnotes · ownership attribution and instrument terms
F1: The $20.2695 share price is a weighted average of numerous open market trades made at prices ranging from $20.09 to $20.40.
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 27, 2026 Filed Apr 27, 2026 20:24 UTC | Everforth Inc EFOR · Entity 4808 | PurchaseCommon Stock | 5,121 | $20.27 | $103,800.11 |
DisclosureSEC source: 0001550338-26-000004 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 328,950 F1 · price: The $20.2695 share price is a weighted average of numerous open market trades made at prices ranging from $20.09 to $20.40. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:34 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 4,500 | $46.66 | $209,970.00 |
DisclosureSEC source: 0001550338-26-000002 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,698 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:42 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,232 | $82.86 | $184,943.52 |
DisclosureSEC source: 0001550338-25-000002 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,198 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. F2 · balance_after: 7,333 shares which were previously reported as directly beneficially owned have been transferred to the family trust and these shares are now categorized as indirectly owned. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:53 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,933 | $95.67 | $184,930.11 |
DisclosureSEC source: 0001550338-24-000006 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,299 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:29 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,243 | $82.46 | $184,957.78 |
DisclosureSEC source: 0001550338-23-000002 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,366 F1 · shares: This grant of restricted stock units vested 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:45 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,209 | $124.06 | $149,988.54 |
DisclosureSEC source: 0001550338-22-000002 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,123 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 22:49 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,861 | $80.56 | $149,922.16 |
DisclosureSEC source: 0001550338-21-000002 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,914 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| November 24, 2020 Filed Nov 26, 2020 00:56 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 53,190 | $82.29 | $4,377,132.76 |
DisclosureSEC source: 0001550338-20-000004 · edgardoc.xml · nonDerivative · entry 2 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 316,496 F3 · price: The $82.29 share price is a weighted average of numerous open market trades made at prices ranging from $82.00 to $83.01. Read SEC document |
| November 23, 2020 Filed Nov 26, 2020 00:56 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 21,810 | $82.51 | $1,799,466.77 |
DisclosureSEC source: 0001550338-20-000004 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 369,686 F1 · price: The $82.51 share price is a weighted average of numerous open market trades made at prices ranging from $82.00 to $83.08. F2 · balance_after: 3,355 shares which were previously reported as directly beneficially owned have been transferred to the family trust and these shares are now categorized as indirectly owned. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:18 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,107 | $71.19 | $149,997.33 |
DisclosureSEC source: 0001550338-20-000002 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,408 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:27 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,301 | $54.31 | $124,967.31 |
DisclosureSEC source: 0001550338-19-000002 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,301 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the Company. F2 · balance_after: 408 shares which were previously reported as directly beneficially owned have been transferred to the family trust and these shares are now categorized as indirectly owned. Read SEC document |
| November 05, 2018 Filed Nov 6, 2018 23:56 UTC | Everforth Inc ASGN · Entity 4808 | PurchaseCommon Stock | 15,000 | $68.03 | $1,020,450.00 |
DisclosureSEC source: 0001550338-18-000004 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 387,733 F1 · price: The $68.03 share price is a weighted average of numerous open market trades made at prices ranging from $67.55 to $68.05. F2 · ownership.nature: 1,278 shares which were previously reported as directly beneficially owned have been transferred to Mr. Callaghan's family trust and these shares are now categorized as indirectly owned. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 22:34 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 20,440 | $69.00 | $1,410,360.00 |
DisclosureSEC source: 0001550338-18-000002 · edgardoc.xml · nonDerivative · entry 2 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 373,141 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/13/17. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 22:34 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 165 | $69.00 | $11,385.00 |
DisclosureSEC source: 0001550338-18-000002 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 393,581 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/13/17. F2 · ownership.nature: 393,746 shares were previously reported as directly beneficially owned are now controlled by the family trust and these shares are now categorized as indirectly owned. Read SEC document |
| December 22, 2017 Filed Dec 27, 2017 21:18 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001550338-17-000014 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,746 F1 · shares: This grant of restricted stock units will vest 50% on the grant date and 50% on the one year anniversary of the grant date. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 21:50 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 20,250 | $64.00 | $1,296,024.30 |
DisclosureSEC source: 0001550338-17-000012 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,930 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/13/17. F2 · price: The $64.0012 share price is a weighted average of numerous open market trades made at prices ranging from $64.00 to $64.02. Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 22:31 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 20,250 | $59.04 | $1,195,632.90 |
DisclosureSEC source: 0001550338-17-000010 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,180 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/13/17. F2 · price: The $59.0436 share price is a weighted average of numerous open market trades made at prices ranging from $59.00 to $59.07. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 20:09 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,557 | $0.00 | $0.00 |
DisclosureSEC source: 0000890564-17-000082 · wf-form4_150179098374523.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,430 F1 · shares: This grant of restricted stock units will vest 50% on the grant date and 50% on the one year anniversary of the grant date. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 22:30 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 20,250 | $54.02 | $1,093,959.68 |
DisclosureSEC source: 0001550338-17-000008 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,873 F1 · price: The $54.0227 share price is a weighted average of numerous open market trades made at prices ranging from $54.00 to $54.11. Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 22:00 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 8,000 | $47.05 | $376,408.00 |
DisclosureSEC source: 0001550338-17-000006 · edgardoc.xml · nonDerivative · entry 2 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,123 F1 · price: The $47.051 share price is a weighted average of numerous open market trades made at prices ranging from $47.00 to $47.220. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:00 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 6,810 | $47.00 | $320,070.00 |
DisclosureSEC source: 0001550338-17-000006 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,123 Read SEC document |
| March 07, 2017 Filed Mar 7, 2017 22:25 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 2,130 | $47.01 | $100,127.04 |
DisclosureSEC source: 0001550338-17-000004 · edgardoc.xml · nonDerivative · entry 3 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,933 F2 · price: The $47.008 share price is a weighted average of numerous open market trades made at prices ranging from $47.00 to $47.035. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 22:25 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 11,600 | $47.02 | $545,385.60 |
DisclosureSEC source: 0001550338-17-000004 · edgardoc.xml · nonDerivative · entry 2 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,063 F1 · price: The $47.016 share price is a weighted average of numerous open market trades made at prices ranging from $47.00 to $47.120. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 22:25 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 560 | $47.00 | $26,320.00 |
DisclosureSEC source: 0001550338-17-000004 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,663 Read SEC document |
| March 02, 2017 Filed Mar 2, 2017 23:16 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 17,262 | $47.12 | $813,368.18 |
DisclosureSEC source: 0001550338-17-000002 · edgardoc.xml · nonDerivative · entry 3 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480,223 F3 · price: The $47.119 share price is a weighted average of numerous open market trades made at prices ranging from $47.00 to $47.280. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 23:16 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 41,072 | $47.88 | $1,966,445.22 |
DisclosureSEC source: 0001550338-17-000002 · edgardoc.xml · nonDerivative · entry 2 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,485 F2 · price: The $47.878 share price is a weighted average of numerous open market trades made at prices ranging from $47.50 to $48.035. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:16 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 22,566 | $47.41 | $1,069,786.36 |
DisclosureSEC source: 0001550338-17-000002 · edgardoc.xml · nonDerivative · entry 1 Callaghan Brian J. · CIK 0001550338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,557 F1 · price: The $47.407 share price is a weighted average of numerous open market trades made at prices ranging from $47.20 to $47.683. 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.