Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TIC Solutions, Inc.TIC · Entity 4496 | Chief Financial Officer | September 30, 2026 | October 03, 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.
TIC Solutions, Inc.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,316 |
Ending reported balance
After 2026-09-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-30 · Exercise / conversion · Acquired 60,000 · Balance 66,940 Row 2 · 2026-09-30 · Tax withholding · Disposed 18,624 · Balance 48,316 F1: Shares withheld for payment of tax liability. |
| Performance Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-30 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-09-30 · Exercise / conversion · Disposed 60,000 · Balance 0 F5: Each performance based restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F11: These performance based restricted stock units vested on September 30, 2026. |
| Performance Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 105,263 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 105,263 F5: Each performance based restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F6: These performance based restricted stock units have a three-year performance period and to the extent earned will vest on March 16, 2029. The number of shares of Common Stock that will be earned is subject to increase or decrease based on the result of the performance condition. |
| Performance Based Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-12-03 | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 30,000 F5: Each performance based restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F8: These performance based restricted stock units shall vest, beginning on December 3, 2025, based on the Issuer's Common Stock achieving a specified volume-weighted average price per share over a 10-day period. |
| Performance Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 60,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 60,000 F5: Each performance based restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F10: These performance based restricted stock units have a three-year performance period and to the extent earned will vest on April 11, 2028. The number of shares of Common Stock that will be earned is subject to decrease based on the result of the performance condition. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 44,408 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 44,408 F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3: These restricted stock units vest on September 16, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 52,632 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 52,632 F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4: These restricted stock units vest on March 16, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 20,000 F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F7: These restricted stock units vest 33 1/3% on the first through third anniversaries of the grant date (December 3, 2024). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 30,000 F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F9: These restricted stock units vest on April 11, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of tax liability.
F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
F3: These restricted stock units vest on September 16, 2027.
F4: These restricted stock units vest on March 16, 2029.
F5: Each performance based restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
F6: These performance based restricted stock units have a three-year performance period and to the extent earned will vest on March 16, 2029. The number of shares of Common Stock that will be earned is subject to increase or decrease based on the result of the performance condition.
F7: These restricted stock units vest 33 1/3% on the first through third anniversaries of the grant date (December 3, 2024).
F8: These performance based restricted stock units shall vest, beginning on December 3, 2025, based on the Issuer's Common Stock achieving a specified volume-weighted average price per share over a 10-day period.
F9: These restricted stock units vest on April 11, 2028.
F10: These performance based restricted stock units have a three-year performance period and to the extent earned will vest on April 11, 2028. The number of shares of Common Stock that will be earned is subject to decrease based on the result of the performance condition.
F11: These performance based restricted stock units vested on September 30, 2026.
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 30, 2026 Filed Oct 3, 2026 00:30 UTC | TIC Solutions, Inc. TIC · Entity 4496 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-106422 · ownership.xml · derivative · entry 10 SCHULTES KRISTIN B · CIK 0002046195 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 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. F5 · derivative.exercise_price: Each performance based restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F11 · derivative.exercise_date: These performance based restricted stock units vested on September 30, 2026. F11 · derivative.expiration_date: These performance based restricted stock units vested on September 30, 2026. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:30 UTC | TIC Solutions, Inc. TIC · Entity 4496 | Tax withholdingCommon Stock | 18,624 | $8.32 | $154,951.68 |
DisclosureSEC source: 0001213900-26-106422 · ownership.xml · nonDerivative · entry 2 SCHULTES KRISTIN B · CIK 0002046195 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,316 F1 · shares: Shares withheld for payment of tax liability. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:30 UTC | TIC Solutions, Inc. TIC · Entity 4496 | Exercise / conversionCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-106422 · ownership.xml · nonDerivative · entry 1 SCHULTES KRISTIN B · CIK 0002046195 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,940 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. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 23:30 UTC | TIC Solutions, Inc. TIC · Entity 4496 | GrantPerformance Based Restricted Stock Units · Derivative | 105,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-031169 · ownership.xml · derivative · entry 4 SCHULTES KRISTIN B · CIK 0002046195 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,263 Underlying: Common Stock · 105,263 shares Expires not disclosed F4 · derivative.exercise_price: Each performance based restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: These performance based restricted stock units have a three-year performance period and to the extent earned will vest on March 16, 2029. The number of shares of Common Stock that will be earned is subject to increase or decrease based on the result of the performance condition. F5 · derivative.expiration_date: These performance based restricted stock units have a three-year performance period and to the extent earned will vest on March 16, 2029. The number of shares of Common Stock that will be earned is subject to increase or decrease based on the result of the performance condition. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 23:30 UTC | TIC Solutions, Inc. TIC · Entity 4496 | GrantRestricted Stock Units · Derivative | 52,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-031169 · ownership.xml · derivative · entry 3 SCHULTES KRISTIN B · CIK 0002046195 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,632 Underlying: Common Stock · 52,632 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: These restricted stock units vest on March 16, 2029. F3 · derivative.expiration_date: These restricted stock units vest on March 16, 2029. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 23:30 UTC | TIC Solutions, Inc. TIC · Entity 4496 | GrantRestricted Stock Units · Derivative | 44,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-031169 · ownership.xml · derivative · entry 2 SCHULTES KRISTIN B · CIK 0002046195 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,408 Underlying: Common Stock · 44,408 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: These restricted stock units vest on September 16, 2027. F2 · derivative.expiration_date: These restricted stock units vest on September 16, 2027. Read SEC document |
| December 03, 2025 Filed Dec 5, 2025 22:30 UTC | TIC Solutions, Inc. TIC · Entity 4496 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-118843 · ownership.xml · derivative · entry 3 SCHULTES KRISTIN B · CIK 0002046195 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 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 restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: These restricted stock units vest 33 1/3% on the first through third anniversaries of the grant date (December 3, 2024). F4 · derivative.expiration_date: These restricted stock units vest 33 1/3% on the first through third anniversaries of the grant date (December 3, 2024). Read SEC document |
| December 03, 2025 Filed Dec 5, 2025 22:30 UTC | TIC Solutions, Inc. TIC · Entity 4496 | Tax withholdingCommon Stock | 3,060 | $9.53 | $29,161.80 |
DisclosureSEC source: 0001213900-25-118843 · ownership.xml · nonDerivative · entry 2 SCHULTES KRISTIN B · CIK 0002046195 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,940 F2 · shares: Shares withheld for payment of tax liability Read SEC document |
| December 03, 2025 Filed Dec 5, 2025 22:30 UTC | TIC Solutions, Inc. TIC · Entity 4496 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-118843 · ownership.xml · nonDerivative · entry 1 SCHULTES KRISTIN B · CIK 0002046195 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 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 · price: On December 3, 2025, 10,000 of the Reporting Person's restricted stock units were settled for an equal number of shares of the Issuer's Common Stock. Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 23:00 UTC | TIC Solutions, Inc. TIC · Entity 4496 | GrantPerformance Based Restricted Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002077096-25-000068 · ownership.xml · derivative · entry 5 SCHULTES KRISTIN B · CIK 0002046195 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires not disclosed F3 · derivative.exercise_price: Each performance based restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F7 · derivative.exercise_date: These performance based restricted stock units, to the extent earned, will vest on September 30, 2026. The number of shares of Common Stock that will be earned is subject to decrease based on the results of the performance condition. F7 · derivative.expiration_date: These performance based restricted stock units, to the extent earned, will vest on September 30, 2026. The number of shares of Common Stock that will be earned is subject to decrease based on the results of the performance condition. Read SEC document |
| April 11, 2025 Filed Apr 15, 2025 20:30 UTC | TIC Solutions, Inc. TIC · Entity 4496 | GrantPerformance Based Restricted Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-032128 · ownership.xml · derivative · entry 4 SCHULTES KRISTIN B · CIK 0002046195 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires not disclosed F3 · derivative.exercise_price: Each performance based restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F6 · derivative.exercise_date: These performance based restricted stock units have a three-year performance period and to the extent earned will vest on April 11, 2028. The number of shares of Common Stock that will be earned is subject to decrease based on the result of the performance condition. F6 · derivative.expiration_date: These performance based restricted stock units have a three-year performance period and to the extent earned will vest on April 11, 2028. The number of shares of Common Stock that will be earned is subject to decrease based on the result of the performance condition. Read SEC document |
| April 11, 2025 Filed Apr 15, 2025 20:30 UTC | TIC Solutions, Inc. TIC · Entity 4496 | GrantRestricted Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-032128 · ownership.xml · derivative · entry 3 SCHULTES KRISTIN B · CIK 0002046195 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: These restricted stock units vest on the third anniversary of the grant date (April 11, 2025). F5 · derivative.expiration_date: These restricted stock units vest on the third anniversary of the grant date (April 11, 2025). 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.