Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everforth IncASGN · Entity 4808 | Director | March 13, 2026 | March 16, 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.
Everforth 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 | Indirectby LLC | 364,988 |
Reported balance
After 2026-03-13 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-13 · Gift · Disposed 250,000 · Balance 364,988 F1: The gift was made to the director's irrevocable trust for estate planning purposes. |
| Common StockSEC Table I · non-derivative | Direct | 7,698 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,698 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 47,997 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 47,997 |
Filing footnotes · ownership attribution and instrument terms
F1: The gift was made to the director's irrevocable trust for estate planning purposes.
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 01, 2017 Filed Mar 2, 2017 23:03 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 29,700 | $47.79 | $1,419,235.29 |
DisclosureSEC source: 0001550340-17-000002 · edgardoc.xml · nonDerivative · entry 2 Sheridan Edwin A. · CIK 0001550340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,365,575 F2 · price: The $47.7857 share price is a weighted average of numerous open market trades made at prices ranging from $47.40 to $48.13. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:03 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 10,000 | $47.25 | $472,529.00 |
DisclosureSEC source: 0001550340-17-000002 · edgardoc.xml · nonDerivative · entry 1 Sheridan Edwin A. · CIK 0001550340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,395,275 F1 · price: The $47.2529 share price is a weighted average of numerous open market trades made at prices ranging from $47.15 to $47.74. 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.