Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENWORTH FINANCIAL INCGNW · Entity 4085 | VP and Controller | May 18, 2023 | May 19, 2023 |
| OCTAVE SPECIALTY GROUP INCOSG · Entity 6308 | Chief Accounting Officer | March 10, 2026 | March 25, 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.
GENWORTH FINANCIAL INC
Report date May 18, 2023 · Filed May 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Cash Settled Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2023-05-18 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: Each restricted stock unit represents a contingent right to receive a cash payment equal to the value of one share of Class A Common Stock on each of 2/16/2024, 2/16/2025 and 2/16/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive a cash payment equal to the value of one share of Class A Common Stock on each of 2/16/2024, 2/16/2025 and 2/16/2026.
OCTAVE SPECIALTY GROUP INC
Report date March 10, 2026 · Filed March 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 632 |
Ending reported balance
After 2026-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-10 · Exercise / conversion · Acquired 835 · Balance 835 F1: Represents the aggregate amount of restricted stock units ("RSUs") that were converted into shares of common stock of Octave Specialty Group, Inc. (the "Company") upon settlement of a portion of the reporting person's 2025 Long Term Incentive Plan award. Row 2 · 2026-03-10 · Tax withholding · Disposed 203 · Balance 632 F2: Represents the amount of RSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,651 |
Reported balance
After 2026-03-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-10 · Exercise / conversion · Disposed 835 · Balance 1,651 F3: Each RSU represents a contingent right to receive one share of the Company's common stock. F1: Represents the aggregate amount of restricted stock units ("RSUs") that were converted into shares of common stock of Octave Specialty Group, Inc. (the "Company") upon settlement of a portion of the reporting person's 2025 Long Term Incentive Plan award. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,718 |
Reported balance
After 2026-03-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-23 · Grant · Acquired 8,067 · Balance 9,718 F3: Each RSU represents a contingent right to receive one share of the Company's common stock. F4: On March 23, 2026 the reporting person received a grant of 8,067 restricted stock units ("RSUs") as part of her 2026 Long Term Incentive Plan award. The RSUs will vest in three equal annual installments commencing March 23, 2027, March 23, 2028, and March 23, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the aggregate amount of restricted stock units ("RSUs") that were converted into shares of common stock of Octave Specialty Group, Inc. (the "Company") upon settlement of a portion of the reporting person's 2025 Long Term Incentive Plan award.
F2: Represents the amount of RSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations.
F3: Each RSU represents a contingent right to receive one share of the Company's common stock.
F4: On March 23, 2026 the reporting person received a grant of 8,067 restricted stock units ("RSUs") as part of her 2026 Long Term Incentive Plan award. The RSUs will vest in three equal annual installments commencing March 23, 2027, March 23, 2028, and March 23, 2029.
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 |
|---|---|---|---|---|---|---|
| March 23, 2026 Filed Mar 25, 2026 21:02 UTC | OCTAVE SPECIALTY GROUP INC OSG · Entity 6308 | GrantRestricted Stock Units · Derivative | 8,067 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-021064 · wk-form4_1774472574.xml · derivative · entry 4 Ahn Cristina E. · CIK 0001977360 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,718 Underlying: Common Stock · 8,067 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Company's common stock. F4 · price: On March 23, 2026 the reporting person received a grant of 8,067 restricted stock units ("RSUs") as part of her 2026 Long Term Incentive Plan award. The RSUs will vest in three equal annual installments commencing March 23, 2027, March 23, 2028, and March 23, 2029. F4 · derivative.exercise_date: On March 23, 2026 the reporting person received a grant of 8,067 restricted stock units ("RSUs") as part of her 2026 Long Term Incentive Plan award. The RSUs will vest in three equal annual installments commencing March 23, 2027, March 23, 2028, and March 23, 2029. F4 · derivative.expiration_date: On March 23, 2026 the reporting person received a grant of 8,067 restricted stock units ("RSUs") as part of her 2026 Long Term Incentive Plan award. The RSUs will vest in three equal annual installments commencing March 23, 2027, March 23, 2028, and March 23, 2029. Read SEC document |
| March 10, 2026 Filed Mar 25, 2026 21:02 UTC | OCTAVE SPECIALTY GROUP INC OSG · Entity 6308 | Exercise / conversionRestricted Stock Units · Derivative | 835 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-021064 · wk-form4_1774472574.xml · derivative · entry 3 Ahn Cristina E. · CIK 0001977360 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,651 Underlying: Common Stock · 835 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Company's common stock. F1 · shares: Represents the aggregate amount of restricted stock units ("RSUs") that were converted into shares of common stock of Octave Specialty Group, Inc. (the "Company") upon settlement of a portion of the reporting person's 2025 Long Term Incentive Plan award. F1 · price: Represents the aggregate amount of restricted stock units ("RSUs") that were converted into shares of common stock of Octave Specialty Group, Inc. (the "Company") upon settlement of a portion of the reporting person's 2025 Long Term Incentive Plan award. F3 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of the Company's common stock. F3 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| March 10, 2026 Filed Mar 25, 2026 21:02 UTC | OCTAVE SPECIALTY GROUP INC OSG · Entity 6308 | Tax withholdingCommon Stock, par value $0.01 per share | 203 | $4.90 | $994.70 |
DisclosureSEC source: 0001628280-26-021064 · wk-form4_1774472574.xml · nonDerivative · entry 2 Ahn Cristina E. · CIK 0001977360 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 632 F2 · shares: Represents the amount of RSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations. Read SEC document |
| March 10, 2026 Filed Mar 25, 2026 21:02 UTC | OCTAVE SPECIALTY GROUP INC OSG · Entity 6308 | Exercise / conversionCommon Stock, par value $0.01 per share | 835 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-021064 · wk-form4_1774472574.xml · nonDerivative · entry 1 Ahn Cristina E. · CIK 0001977360 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 835 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 · shares: Represents the aggregate amount of restricted stock units ("RSUs") that were converted into shares of common stock of Octave Specialty Group, Inc. (the "Company") upon settlement of a portion of the reporting person's 2025 Long Term Incentive Plan award. F1 · price: Represents the aggregate amount of restricted stock units ("RSUs") that were converted into shares of common stock of Octave Specialty Group, Inc. (the "Company") upon settlement of a portion of the reporting person's 2025 Long Term Incentive Plan award. 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.