Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORWARD AIR CORPFWRD · Entity 5395 | Director | August 17, 2023 | August 18, 2023 |
| Infosys LtdINFY · Entity 3033 | Director | March 18, 2026 | March 18, 2026 |
| Invitae CorpNVTA · Entity 95935 | Director | April 27, 2023 | May 01, 2023 |
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.
FORWARD AIR CORP
Report date August 17, 2023 · Filed August 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,856 |
Reported balance
After 2023-08-17 transaction · row 1
1 source rowRow 1 · 2023-08-17 · Purchase · Acquired 1,600 · Balance 5,856 |
Infosys Ltd
Report date March 18, 2026 · Filed March 18, 2026
This filing explicitly reported no securities owned.
Invitae Corp
Report date April 27, 2023 · Filed May 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 111,022 |
Reported balance
After 2023-04-27 transaction · row 1
1 source rowRow 1 · 2023-04-27 · Grant · Acquired 70,422 · Balance 111,022 F1: Shares issuable upon settlement of a restricted stock unit award that vests in full on May 15, 2024, subject to continued service with the Issuer through the vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.36 · Expires 2033-04-27 | Direct | 28,901 |
Reported balance
After 2023-04-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-04-27 · Grant · Acquired 28,901 · Balance 28,901 F2: Option vests in twelve equal monthly installments starting from April 27, 2023, subject to continued service with the Issuer through the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issuable upon settlement of a restricted stock unit award that vests in full on May 15, 2024, subject to continued service with the Issuer through the vesting date.
F2: Option vests in twelve equal monthly installments starting from April 27, 2023, subject to continued service with the Issuer through the applicable vesting dates.
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 |
|---|---|---|---|---|---|---|
| August 17, 2023 Filed Aug 18, 2023 12:10 UTC | FORWARD AIR CORP FWRD · Entity 5395 | PurchaseCommon Stock | 1,600 | $63.76 | $102,016.00 |
DisclosureSEC source: 0001628280-23-029922 · wf-form4_169236062683075.xml · nonDerivative · entry 1 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,856 Read SEC document |
| May 10, 2023 Filed May 12, 2023 01:40 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-017733 · wf-form4_168385561905093.xml · nonDerivative · entry 1 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,256 F1 · shares: Represents restricted stock awarded under the Forward Air Corporation Amended and Restated Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to the first Annual Meeting that occurs after the grant date or (b) the first anniversary of the grant date. Read SEC document |
| April 27, 2023 Filed May 1, 2023 16:14 UTC | Invitae Corp NVTA · Entity 95935 | GrantStock Option (right to buy) · Derivative | 28,901 | $0.00 Strike: $1.36 | $0.00 |
DisclosureSEC source: 0000899243-23-011927 · doc4.xml · derivative · entry 2 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,901 Underlying: Common Stock · 28,901 shares Expires 2033-04-27 F2 · derivative.exercise_date: Option vests in twelve equal monthly installments starting from April 27, 2023, subject to continued service with the Issuer through the applicable vesting dates. Read SEC document |
| April 27, 2023 Filed May 1, 2023 16:14 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 70,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-011927 · doc4.xml · nonDerivative · entry 1 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,022 F1 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in full on May 15, 2024, subject to continued service with the Issuer through the vesting date. Read SEC document |
| May 11, 2022 Filed May 13, 2022 01:53 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-014202 · wf-form4_165240681097469.xml · nonDerivative · entry 1 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,904 F1 · shares: Represents restricted stock awarded under the Forward Air Corporation Amended and Restated Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to the first Annual Meeting that occurs after the grant date or (b) the first anniversary of the grant date. Read SEC document |
| April 28, 2022 Filed May 2, 2022 16:42 UTC | Invitae Corp NVTA · Entity 95935 | GrantStock Option (right to buy) · Derivative | 16,100 | $0.00 Strike: $5.22 | $0.00 |
DisclosureSEC source: 0000899243-22-016132 · doc4.xml · derivative · entry 2 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,100 Underlying: Common Stock · 16,100 shares Expires 2032-04-28 F2 · derivative.exercise_date: Option vests in twelve equal monthly installments starting from April 28, 2022. Read SEC document |
| April 28, 2022 Filed May 2, 2022 16:42 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 32,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-016132 · doc4.xml · nonDerivative · entry 1 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,600 F1 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in full on May 15, 2023. Read SEC document |
| May 20, 2021 Filed May 25, 2021 01:31 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000163 · wf-form4_162190628826235.xml · nonDerivative · entry 1 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,677 F1 · shares: Represents restricted stock awarded under the Forward Air Corporation Amended and Restated Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to the first Annual Meeting that occurs after the grant date or (b) the first anniversary of the grant date. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:33 UTC | Invitae Corp NVTA · Entity 95935 | GrantStock Option (right to buy) · Derivative | 4,400 | $0.00 Strike: $34.90 | $0.00 |
DisclosureSEC source: 0000899243-21-018187 · doc4.xml · derivative · entry 2 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,400 Underlying: Common Stock · 4,400 shares Expires 2031-04-30 F2 · derivative.exercise_date: Option vests in twelve equal monthly installments starting from April 30, 2021. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:33 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 8,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-018187 · doc4.xml · nonDerivative · entry 1 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 F1 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in full on May 15, 2022. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:54 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 447 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000100 · wf-form4_161602164335110.xml · nonDerivative · entry 1 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447 F1 · shares: Represents restricted stock awarded under the Forward Air Corporation Amended and Restated Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to the first Annual Meeting that occurs after the grant date or (b) the first anniversary of the grant date. Read SEC document |
| April 30, 2020 Filed May 1, 2020 20:41 UTC | Invitae Corp NVTA · Entity 95935 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $16.55 | $0.00 |
DisclosureSEC source: 0000899243-20-011774 · doc4.xml · derivative · entry 1 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2030-04-30 F1 · derivative.exercise_date: The option vests and becomes exercisable in twelve equal monthly installments starting from April 30, 2020. Read SEC document |
| May 02, 2019 Filed May 6, 2019 19:09 UTC | Invitae Corp NVTA · Entity 95935 | GrantStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $24.16 | $0.00 |
DisclosureSEC source: 0000899243-19-012321 · doc4.xml · derivative · entry 1 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2029-05-02 F1 · derivative.exercise_date: The option vests and becomes exercisable in twelve equal monthly installments starting from May 2, 2019. Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 16:09 UTC | Invitae Corp NVTA · Entity 95935 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $13.51 | $0.00 |
DisclosureSEC source: 0000899243-18-024189 · doc4.xml · derivative · entry 1 Nayak Chitra · CIK 0001752463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2028-09-10 F1 · derivative.exercise_date: The options vest over four years as follows: 25% of the shares vest on September 10, 2019, and 1/48th of the shares vest each month thereafter for the remaining three years. 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.