Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accelerant HoldingsARX · Entity 4013 | Chief Financial Officer | March 31, 2026 | April 03, 2026 |
| MSCI Inc.MSCI · Entity 3075 | CFO and Treasurer | May 06, 2020 | May 08, 2020 |
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.
Accelerant Holdings
Report date March 31, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common SharesSEC Table I · non-derivative | Direct | 214,408 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 214,408 F1: Represents an award of Restricted Stock Units granted to the Reporting Person on March 18, 2026 (the "Grant Date") prior to her appointment as an officer of the Issuer. The RSUs are scheduled to vest as to twenty-five percent (25%) of the RSUs on the one-year anniversary of the Grant Date and as to six and one-quarter percent (6-1/4%) of the RSUs on the first day of each of the twelve (12) calendar quarters beginning after such anniversary. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units granted to the Reporting Person on March 18, 2026 (the "Grant Date") prior to her appointment as an officer of the Issuer. The RSUs are scheduled to vest as to twenty-five percent (25%) of the RSUs on the one-year anniversary of the Grant Date and as to six and one-quarter percent (6-1/4%) of the RSUs on the first day of each of the twelve (12) calendar quarters beginning after such anniversary.
MSCI Inc.
Report date May 06, 2020 · Filed May 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,415 |
Reported balance
After 2020-05-06 transaction · row 1
1 source rowRow 1 · 2020-05-06 · Tax withholding · Disposed 203 · Balance 5,415 F1: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 529 RSUs granted on May 6, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 529 RSUs granted on May 6, 2019.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FACTSET RESEARCH SYSTEMS INC
Report date August 31, 2024 · Filed September 16, 2024
Section 16 reporting ended · disclosed 2024-09-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,449.2128 |
Ending reported balance
After 2024-06-20 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-09-21 · Other · Acquired 0.2577 · Balance 1,393.4663 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 2 · 2023-12-21 · Other · Acquired 0.2344 · Balance 1,393.7007 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 3 · 2024-02-29 · Other · Acquired 41.7525 · Balance 1,435.4532 F2: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 4 · 2024-03-21 · Other · Acquired 0.3359 · Balance 1,435.7891 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 5 · 2024-05-31 · Other · Acquired 12.9964 · Balance 1,448.7855 F2: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 6 · 2024-06-20 · Other · Acquired 0.4273 · Balance 1,449.2128 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.
F2: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.
MOODYS CORP /DE/
Report date August 06, 2018 · Filed August 08, 2018
Section 16 reporting ended · disclosed 2018-08-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,484 |
Reported balance
After 2018-08-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-08-06 · Purchase · Acquired 915 · Balance 68,484 F1: The price reported in Column 4 is a weighted average sales price. The shares were purchased in multiple transactions at prices ranging from $172.31 to $172.32. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2: Includes an aggregate of 79 shares of Common Stock purchased by the Reporting Person under the Moody's Corporation 1999 Employee Stock Purchase Plan on January 1, 2018 in transactions that were exempt under Rule 16b-3(c). |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average sales price. The shares were purchased in multiple transactions at prices ranging from $172.31 to $172.32. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares purchased at each separate price.
F2: Includes an aggregate of 79 shares of Common Stock purchased by the Reporting Person under the Moody's Corporation 1999 Employee Stock Purchase Plan on January 1, 2018 in transactions that were exempt under Rule 16b-3(c).
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 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 25,133 | $110.17 | $2,768,902.61 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · nonDerivative · entry 10 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,559 F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 25,133 | $25.37 | $637,624.21 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · nonDerivative · entry 9 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,692 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 85,000 | $110.08 | $9,356,375.00 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · nonDerivative · entry 8 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,559 F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F5 · price: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $110.00 to $110.16. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 85,000 | $38.07 | $3,235,950.00 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · nonDerivative · entry 7 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,559 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 30,284 | $110.22 | $3,337,932.76 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · nonDerivative · entry 6 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,559 F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F4 · price: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $110.22 to $110.26. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 30,284 | $38.61 | $1,169,265.24 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · nonDerivative · entry 5 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,843 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 35,100 | $110.17 | $3,867,037.20 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · nonDerivative · entry 4 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,559 F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F3 · price: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $110.07 to $110.23. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 35,100 | $30.01 | $1,053,351.00 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · nonDerivative · entry 3 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,659 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 7,078 | $110.02 | $778,728.64 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · nonDerivative · entry 2 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,559 F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F2 · price: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $110.00 to $110.21. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 7,078 | $26.78 | $189,548.84 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,637 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. 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.