Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMDOCS LTDDOX · Entity 3747 | Director | March 18, 2026 | March 18, 2026 |
| BREAD FINANCIAL HOLDINGS, INC.ADS · Entity 4059 | Director | March 20, 2020 | March 20, 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.
AMDOCS LTD
Report date March 18, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 304,673 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 304,673 F1: The number of shares reported includes Ordinary Shares subject to outstanding restricted stock awards. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy spouse | 1,088 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,088 |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares reported includes Ordinary Shares subject to outstanding restricted stock awards.
BREAD FINANCIAL HOLDINGS, INC.
Report date March 20, 2020 · Filed March 20, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 135,190 |
Reported balance
After 2020-03-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-03-20 · Purchase · Acquired 10,000 · Balance 135,190 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $28.71 to $29.14, inclusive. The reporting person undertakes to provide to Alliance Data Systems Corporation, any security holder of Alliance Data Systems Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. F2: The total amount of securities beneficially owned includes: (a) 112,723 unrestricted shares; (b) 4,404 unvested restricted stock units granted 6/30/10; (c) 3,246 unvested restricted stock units granted 6/30/11; (d) 2,279 unvested restricted stock units granted 6/29/12; (e) 1,696 unvested restricted stock units granted 7/1/13; (f) 1,228 unvested restricted stock units granted 7/1/14; (g) 1,158 unvested restricted stock units granted 6/29/15; (h) 1,681 unvested restricted stock units granted 6/27/16; (i) 1,477 unvested restricted stock units granted 6/26/17; (j) 1,800 unvested restricted stock units granted 6/25/18; and (k) 3,498 unvested restricted stock units granted 6/24/19. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $28.71 to $29.14, inclusive. The reporting person undertakes to provide to Alliance Data Systems Corporation, any security holder of Alliance Data Systems Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein.
F2: The total amount of securities beneficially owned includes: (a) 112,723 unrestricted shares; (b) 4,404 unvested restricted stock units granted 6/30/10; (c) 3,246 unvested restricted stock units granted 6/30/11; (d) 2,279 unvested restricted stock units granted 6/29/12; (e) 1,696 unvested restricted stock units granted 7/1/13; (f) 1,228 unvested restricted stock units granted 7/1/14; (g) 1,158 unvested restricted stock units granted 6/29/15; (h) 1,681 unvested restricted stock units granted 6/27/16; (i) 1,477 unvested restricted stock units granted 6/26/17; (j) 1,800 unvested restricted stock units granted 6/25/18; and (k) 3,498 unvested restricted stock units granted 6/24/19.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
K2M GROUP HOLDINGS, INC.
Report date March 08, 2017 · Filed March 08, 2017
Jointly reported with WCAS Capital Partners IV, L.P., WELSH PATRICK J, CARSON RUSSELL L, ANDERSON BRUCE K, DENICOLA ANTHONY J, MACKESY D SCOTT, RATHER JONATHAN M, Scully Thomas
Section 16 reporting ended · disclosed 2017-03-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-03-08 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2017-03-08 · Other · Disposed 78,849 · Balance 0 F1: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below. F2: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below.
F2: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him.
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 20, 2020 Filed Mar 20, 2020 20:16 UTC | BREAD FINANCIAL HOLDINGS, INC. ADS · Entity 4059 | PurchaseCommon Stock | 10,000 | $28.99 | $289,853.00 |
DisclosureSEC source: 0001101215-20-000058 · edgar.xml · nonDerivative · entry 1 MINICUCCI ROBERT A · CIK 0001212991 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,190 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $28.71 to $29.14, inclusive. The reporting person undertakes to provide to Alliance Data Systems Corporation, any security holder of Alliance Data Systems Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 112,723 unrestricted shares; (b) 4,404 unvested restricted stock units granted 6/30/10; (c) 3,246 unvested restricted stock units granted 6/30/11; (d) 2,279 unvested restricted stock units granted 6/29/12; (e) 1,696 unvested restricted stock units granted 7/1/13; (f) 1,228 unvested restricted stock units granted 7/1/14; (g) 1,158 unvested restricted stock units granted 6/29/15; (h) 1,681 unvested restricted stock units granted 6/27/16; (i) 1,477 unvested restricted stock units granted 6/26/17; (j) 1,800 unvested restricted stock units granted 6/25/18; and (k) 3,498 unvested restricted stock units granted 6/24/19. Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 20:01 UTC | BREAD FINANCIAL HOLDINGS, INC. ADS · Entity 4059 | OtherCommon Stock | 3,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001101215-19-000197 · edgar.xml · nonDerivative · entry 1 MINICUCCI ROBERT A · CIK 0001212991 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,190 F1 · kind: 3,452 shares of common stock represented by restricted stock units were granted to the reporting person on 7/1/09 as compensation for his service on the Company's board of directors. Per the terms of the grant agreement, the restrictions on 100% of the shares lapsed on 6/28/19. The reporting person transferred the shares to WCAS Management Corp. based on an agreement between the reporting person and WCAS specifying WCAS' right to the shares based on the reporting person's employment by WCAS at the time such grant was made. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 102,723 unrestricted shares; (b) 4,404 unvested restricted stock units granted 6/30/10; (c) 3,246 unvested restricted stock units granted 6/30/11; (d) 2,279 unvested restricted stock units granted 6/29/12; (e) 1,696 unvested restricted stock units granted 7/1/13; (f) 1,228 unvested restricted stock units granted 7/1/14; (g) 1,158 unvested restricted stock units granted 6/29/15; (h) 1,681 unvested restricted stock units granted 6/27/16; (i) 1,477 unvested restricted stock units granted 6/26/17; (j) 1,800 unvested restricted stock units granted 6/25/18; and (k) 3,498 unvested restricted stock units granted 6/24/19. Read SEC document |
| June 24, 2019 Filed Jun 26, 2019 20:06 UTC | BREAD FINANCIAL HOLDINGS, INC. ADS · Entity 4059 | GrantCommon Stock | 3,498 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001101215-19-000131 · edgar.xml · nonDerivative · entry 1 MINICUCCI ROBERT A · CIK 0001212991 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,642 F1 · kind: The new grant is for 3,498 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 6/23/29 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 23, 2020. F1 · price: The new grant is for 3,498 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 6/23/29 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 23, 2020. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 102,723 unrestricted shares; (b) 3,452 unvested restricted stock units granted 7/1/09; (c) 4,404 unvested restricted stock units granted 6/30/10; (d) 3,246 unvested restricted stock units granted 6/30/11; (e) 2,279 unvested restricted stock units granted 6/29/12; (f) 1,696 unvested restricted stock units granted 7/1/13; (g) 1,228 unvested restricted stock units granted 7/1/14; (h) 1,158 unvested restricted stock units granted 6/29/15; (i) 1,681 unvested restricted stock units granted 6/27/16; (j) 1,477 unvested restricted stock units granted 6/26/17; (k) 1,800 unvested restricted stock units granted 6/25/18; and (l) the new grant for 3,498 restricted stock units. Read SEC document |
| August 21, 2018 Filed Aug 22, 2018 20:02 UTC | BREAD FINANCIAL HOLDINGS, INC. ADS · Entity 4059 | OtherCommon Stock | 2,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001101215-18-000194 · edgar.xml · nonDerivative · entry 1 MINICUCCI ROBERT A · CIK 0001212991 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,144 F1 · kind: 2,388 shares of common stock represented by restricted stock units were granted to the reporting person on 7/1/08 as compensation for his service on the Company's board of directors. Per the terms of the grant agreement, the restrictions on 100% of the shares lapsed on 7/2/18. The reporting person transferred the shares to WCAS Management Corp. based on an agreement between the reporting person and WCAS specifying WCAS' right to the shares based on the reporting person's employment by WCAS at the time such grant was made. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 102,723 unrestricted shares; (b) 3,452 unvested restricted stock units granted 7/1/09; (c) 4,404 unvested restricted stock units granted 6/30/10; (d) 3,246 unvested restricted stock units granted 6/30/11; (e) 2,279 unvested restricted stock units granted 6/29/12; (f) 1,696 unvested restricted stock units granted 7/1/13; (g) 1,228 unvested restricted stock units granted 7/1/14; (h) 1,158 unvested restricted stock units granted 6/29/15; (i) 1,681 unvested restricted stock units granted 6/27/16; (j) 1,477 unvested restricted stock units granted 6/26/17; and (k) 1,800 unvested restricted stock units granted 6/25/18. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 20:04 UTC | BREAD FINANCIAL HOLDINGS, INC. ADS · Entity 4059 | GrantCommon Stock | 1,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001101215-18-000145 · edgar.xml · nonDerivative · entry 1 MINICUCCI ROBERT A · CIK 0001212991 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,532 F1 · kind: The new grant is for 1,800 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 6/24/28 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 24, 2019. F1 · price: The new grant is for 1,800 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 6/24/28 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 24, 2019. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 102,723 unrestricted shares; (b) 2,388 unvested restricted stock units granted 7/1/08; (c) 3,452 unvested restricted stock units granted 7/1/09; (d) 4,404 unvested restricted stock units granted 6/30/10; (e) 3,246 unvested restricted stock units granted 6/30/11; (f) 2,279 unvested restricted stock units granted 6/29/12; (g) 1,696 unvested restricted stock units granted 7/1/13; (h) 1,228 unvested restricted stock units granted 7/1/14; (i) 1,158 unvested restricted stock units granted 6/29/15; (j) 1,681 unvested restricted stock units granted 6/27/16; (k) 1,477 unvested restricted stock units granted 6/26/17; and (l) the new grant for 1,800 restricted stock units. Read SEC document |
| June 26, 2017 Filed Jun 28, 2017 20:07 UTC | BREAD FINANCIAL HOLDINGS, INC. ADS · Entity 4059 | GrantCommon Stock | 1,477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001101215-17-000154 · edgar.xml · nonDerivative · entry 1 MINICUCCI ROBERT A · CIK 0001212991 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,732 F1 · kind: The new grant is for 1,477 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 6/25/27 or (ii) termination of the director's service on the Company's board of directors. F1 · price: The new grant is for 1,477 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 6/25/27 or (ii) termination of the director's service on the Company's board of directors. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 102,723 unrestricted shares; (b) 2,388 unvested restricted stock units granted 7/1/08; (c) 3,452 unvested restricted stock units granted 7/1/09; (d) 4,404 unvested restricted stock units granted 6/30/10; (e) 3,246 unvested restricted stock units granted 6/30/11; (f) 2,279 unvested restricted stock units granted 6/29/12; (g) 1,696 unvested restricted stock units granted 7/1/13; (h) 1,228 unvested restricted stock units granted 7/1/14; (i) 1,158 unvested restricted stock units granted 6/29/15; (j) 1,681 unvested restricted stock units granted 6/27/16; and (k) the new grant for 1,477 restricted stock units. Read SEC document |
| March 08, 2017 Filed Mar 8, 2017 12:22 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | OtherCommon Stock | 78,849 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000225 · edgar.xml · nonDerivative · entry 1 WCAS Capital Partners IV, L.P. · CIK 0001297673 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner MINICUCCI ROBERT A · CIK 0001212991 · 10% owner MACKESY D SCOTT · CIK 0001212997 · 10% owner RATHER JONATHAN M · CIK 0001212994 · 10% owner Scully Thomas · CIK 0001414384 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below. F1 · price: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below. F2 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. Read SEC document |
| January 26, 2017 Filed Feb 14, 2017 21:05 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | SaleCommon Stock | 57,488 | $20.23 | $1,162,982.24 |
DisclosureSEC source: 0000904454-17-000189 · edgar.xml · nonDerivative · entry 1 WCAS Capital Partners IV, L.P. · CIK 0001297673 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner Queally Paul B. · CIK 0001212993 · Director · 10% owner Solomon Christopher · CIK 0001608207 · 10% owner MINICUCCI ROBERT A · CIK 0001212991 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,849 F1 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 13:27 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | SaleCommon Stock | 64,674 | $18.39 | $1,189,354.86 |
DisclosureSEC source: 0000904454-16-001588 · edgar.xml · nonDerivative · entry 1 WCAS Capital Partners IV, L.P. · CIK 0001297673 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner Queally Paul B. · CIK 0001212993 · Director · 10% owner Solomon Christopher · CIK 0001608207 · 10% owner MINICUCCI ROBERT A · CIK 0001212991 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,337 F1 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. 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.