Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alight, Inc. / DelawareWPF · Entity 5436 | Chief Financial Officer | July 22, 2020 | August 03, 2020 |
| Austerlitz Acquisition Corp IAUS · Entity 139391 | Chief Financial Officer | March 16, 2021 | March 18, 2021 |
| Austerlitz Acquisition Corp IIASZ · Entity 139715 | Chief Financial Officer | March 16, 2021 | March 18, 2021 |
| Cannae Holdings, Inc.CNNE · Entity 5258 | Chief Financial Officer | March 13, 2026 | March 16, 2026 |
| Foley Trasimene Acquisition IIBFT · Entity 140796 | Chief Financial Officer | August 18, 2020 | August 18, 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.
Alight, Inc. / Delaware
Report date July 22, 2020 · Filed August 03, 2020
This filing explicitly reported no securities owned.
Austerlitz Acquisition Corp I
Report date March 16, 2021 · Filed March 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary Shares, par value $0.0001SEC Table I · non-derivative | Direct | 900 |
Reported balance
After 2021-03-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-03-16 · Purchase · Acquired 900 · Balance 900 F1: The Reporting Person purchased 900 units of Austerlitz Acquisition Corporation I (the "Issuer") for $10.20 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. |
| WarrantsSEC Table II · derivative / convertible security | Direct | 225 |
Reported balance
After 2021-03-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-03-16 · Purchase · Acquired 225 · Balance 225 F1: The Reporting Person purchased 900 units of Austerlitz Acquisition Corporation I (the "Issuer") for $10.20 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F2: Each whole warrant entitles the holder thereof to purchase one Ordinary Share at an exercise price of $11.50 per share. The warrants will become exercisable on the later of 30 days after the completion of the Issuer's initial business combination and 12 months from the closing of the Issuer's initial public offering. The warrants will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation, as described under the heading "Description of Securities-Warrants" in the Issuer's registration statement on Form S-1 (File No. 333-252932). |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person purchased 900 units of Austerlitz Acquisition Corporation I (the "Issuer") for $10.20 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant.
F2: Each whole warrant entitles the holder thereof to purchase one Ordinary Share at an exercise price of $11.50 per share. The warrants will become exercisable on the later of 30 days after the completion of the Issuer's initial business combination and 12 months from the closing of the Issuer's initial public offering. The warrants will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation, as described under the heading "Description of Securities-Warrants" in the Issuer's registration statement on Form S-1 (File No. 333-252932).
Austerlitz Acquisition Corp II
Report date March 16, 2021 · Filed March 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary Shares, par value $0.0001SEC Table I · non-derivative | Direct | 1,000 |
Reported balance
After 2021-03-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-03-16 · Purchase · Acquired 1,000 · Balance 1,000 F1: The Reporting Person purchased 1,000 units of Austerlitz Acquisition Corporation II (the "Issuer") for $10.19 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. |
| WarrantsSEC Table II · derivative / convertible security | Direct | 250 |
Reported balance
After 2021-03-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-03-16 · Purchase · Acquired 250 · Balance 250 F1: The Reporting Person purchased 1,000 units of Austerlitz Acquisition Corporation II (the "Issuer") for $10.19 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F2: Each whole warrant entitles the holder thereof to purchase one Ordinary Share at an exercise price of $11.50 per share. The warrants will become exercisable on the later of 30 days after the completion of the Issuer's initial business combination and 12 months from the closing of the Issuer's initial public offering. The warrants will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation, as described under the heading "Description of Securities-Warrants" in the Issuer's registration statement on Form S-1 (File No. 333-252933). |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person purchased 1,000 units of Austerlitz Acquisition Corporation II (the "Issuer") for $10.19 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant.
F2: Each whole warrant entitles the holder thereof to purchase one Ordinary Share at an exercise price of $11.50 per share. The warrants will become exercisable on the later of 30 days after the completion of the Issuer's initial business combination and 12 months from the closing of the Issuer's initial public offering. The warrants will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation, as described under the heading "Description of Securities-Warrants" in the Issuer's registration statement on Form S-1 (File No. 333-252933).
Cannae Holdings, Inc.
Report date March 13, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,987 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Tax withholding · Disposed 4,245 · Balance 83,987 |
Foley Trasimene Acquisition II
Report date August 18, 2020 · Filed August 18, 2020
This filing explicitly reported no securities owned.
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 13, 2026 Filed Mar 16, 2026 12:51 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | Tax withholdingCommon Stock | 4,245 | $11.51 | $48,859.95 |
DisclosureSEC source: 0001704720-26-000070 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,987 Read SEC document |
| February 28, 2026 Filed Mar 2, 2026 16:16 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | Tax withholdingCommon Stock | 4,590 | $12.20 | $55,998.00 |
DisclosureSEC source: 0001704720-26-000047 · form4.xml · nonDerivative · entry 2 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,232 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 16:16 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | Tax withholdingCommon Stock | 760 | $12.57 | $9,553.20 |
DisclosureSEC source: 0001704720-26-000047 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,822 Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 14:17 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | Tax withholdingCommon Stock | 6,859 | $16.33 | $112,007.47 |
DisclosureSEC source: 0001127602-25-009604 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,582 Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 15:26 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | Tax withholdingCommon Stock | 6,832 | $20.04 | $136,913.28 |
DisclosureSEC source: 0001127602-25-007458 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,441 Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 12:12 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | GrantCommon Stock | 7,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007172 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,273 F1 · shares: Grant of restricted stock vesting in three equal annual installments beginning February 26, 2026. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 10:56 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | Tax withholdingCommon Stock | 4,314 | $21.96 | $94,735.44 |
DisclosureSEC source: 0001127602-24-010346 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,589 F1 · kind: Reflects shares withheld for taxes in connection with the vesting of a restricted stock award. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 10:15 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | GrantCommon Stock | 48,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007522 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,952 F1 · shares: Grant of restricted stock vesting in three equal annual installments beginning February 28, 2025. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 17:58 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | GrantCommon Stock | 52,291 | $20.08 | $1,050,003.28 |
DisclosureSEC source: 0001127602-23-010478 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,291 F1 · shares: Grant of restricted stock vesting in three equal annual installments beginning March 15, 2024. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 10:36 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | PurchaseCommon Stock | 1,000 | $34.82 | $34,824.00 |
DisclosureSEC source: 0001127602-21-019565 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| May 12, 2021 Filed May 12, 2021 11:51 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | PurchaseCommon Stock | 1,000 | $35.83 | $35,830.00 |
DisclosureSEC source: 0001127602-21-016323 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 17:33 UTC | Austerlitz Acquisition Corp II ASZ · Entity 139715 | PurchaseWarrants · Derivative | 250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-009145 · form4.xml · derivative · entry 2 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Underlying: Class A ordinary shares, par value $0.0001 · 250 shares Expires not disclosed F1 · security: The Reporting Person purchased 1,000 units of Austerlitz Acquisition Corporation II (the "Issuer") for $10.19 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F2 · derivative.exercise_price: Each whole warrant entitles the holder thereof to purchase one Ordinary Share at an exercise price of $11.50 per share. The warrants will become exercisable on the later of 30 days after the completion of the Issuer's initial business combination and 12 months from the closing of the Issuer's initial public offering. The warrants will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation, as described under the heading "Description of Securities-Warrants" in the Issuer's registration statement on Form S-1 (File No. 333-252933). F1 · shares: The Reporting Person purchased 1,000 units of Austerlitz Acquisition Corporation II (the "Issuer") for $10.19 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F1 · price: The Reporting Person purchased 1,000 units of Austerlitz Acquisition Corporation II (the "Issuer") for $10.19 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F2 · derivative.exercise_date: Each whole warrant entitles the holder thereof to purchase one Ordinary Share at an exercise price of $11.50 per share. The warrants will become exercisable on the later of 30 days after the completion of the Issuer's initial business combination and 12 months from the closing of the Issuer's initial public offering. The warrants will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation, as described under the heading "Description of Securities-Warrants" in the Issuer's registration statement on Form S-1 (File No. 333-252933). F2 · derivative.expiration_date: Each whole warrant entitles the holder thereof to purchase one Ordinary Share at an exercise price of $11.50 per share. The warrants will become exercisable on the later of 30 days after the completion of the Issuer's initial business combination and 12 months from the closing of the Issuer's initial public offering. The warrants will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation, as described under the heading "Description of Securities-Warrants" in the Issuer's registration statement on Form S-1 (File No. 333-252933). Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 17:33 UTC | Austerlitz Acquisition Corp II ASZ · Entity 139715 | PurchaseClass A Ordinary Shares, par value $0.0001 | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-009145 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · security: The Reporting Person purchased 1,000 units of Austerlitz Acquisition Corporation II (the "Issuer") for $10.19 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F1 · shares: The Reporting Person purchased 1,000 units of Austerlitz Acquisition Corporation II (the "Issuer") for $10.19 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F1 · price: The Reporting Person purchased 1,000 units of Austerlitz Acquisition Corporation II (the "Issuer") for $10.19 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 17:30 UTC | Austerlitz Acquisition Corp I AUS · Entity 139391 | PurchaseWarrants · Derivative | 225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-009143 · form4.xml · derivative · entry 2 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225 Underlying: Class A ordinary shares, par value $0.0001 · 225 shares Expires not disclosed F1 · security: The Reporting Person purchased 900 units of Austerlitz Acquisition Corporation I (the "Issuer") for $10.20 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F2 · derivative.exercise_price: Each whole warrant entitles the holder thereof to purchase one Ordinary Share at an exercise price of $11.50 per share. The warrants will become exercisable on the later of 30 days after the completion of the Issuer's initial business combination and 12 months from the closing of the Issuer's initial public offering. The warrants will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation, as described under the heading "Description of Securities-Warrants" in the Issuer's registration statement on Form S-1 (File No. 333-252932). F1 · shares: The Reporting Person purchased 900 units of Austerlitz Acquisition Corporation I (the "Issuer") for $10.20 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F1 · price: The Reporting Person purchased 900 units of Austerlitz Acquisition Corporation I (the "Issuer") for $10.20 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F2 · derivative.exercise_date: Each whole warrant entitles the holder thereof to purchase one Ordinary Share at an exercise price of $11.50 per share. The warrants will become exercisable on the later of 30 days after the completion of the Issuer's initial business combination and 12 months from the closing of the Issuer's initial public offering. The warrants will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation, as described under the heading "Description of Securities-Warrants" in the Issuer's registration statement on Form S-1 (File No. 333-252932). F2 · derivative.expiration_date: Each whole warrant entitles the holder thereof to purchase one Ordinary Share at an exercise price of $11.50 per share. The warrants will become exercisable on the later of 30 days after the completion of the Issuer's initial business combination and 12 months from the closing of the Issuer's initial public offering. The warrants will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation, as described under the heading "Description of Securities-Warrants" in the Issuer's registration statement on Form S-1 (File No. 333-252932). Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 17:30 UTC | Austerlitz Acquisition Corp I AUS · Entity 139391 | PurchaseClass A Ordinary Shares, par value $0.0001 | 900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-009143 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 F1 · security: The Reporting Person purchased 900 units of Austerlitz Acquisition Corporation I (the "Issuer") for $10.20 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F1 · shares: The Reporting Person purchased 900 units of Austerlitz Acquisition Corporation I (the "Issuer") for $10.20 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. F1 · price: The Reporting Person purchased 900 units of Austerlitz Acquisition Corporation I (the "Issuer") for $10.20 per unit. Each unit consists of one Class A ordinary share of the Issuer, par value $0.0001 ("Ordinary Shares"), and one-fourth of one redeemable warrant. Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 10:47 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | PurchaseCommon Stock | 1,000 | $39.10 | $39,100.00 |
DisclosureSEC source: 0001127602-21-010512 · form4.xml · nonDerivative · entry 1 Coy Bryan D. · CIK 0001819878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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.