Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BARINGS GLOBAL SHORT DURATION HIGH YIELD FUNDBGH · Entity 8993 | Trustee | August 13, 2021 | August 13, 2021 |
| Barings BDC, Inc.BBDC · Entity 4971 | Director | August 02, 2018 | March 13, 2019 |
| Barings Capital Investment CorpNONE · Entity 70260 | Director | August 24, 2020 | August 28, 2020 |
| Barings Private Credit CorpBPCC · Entity 70480 | Director | July 09, 2021 | July 09, 2021 |
| Cascade Private Capital Fund(NONE) · Entity 10278 | Trustee | August 22, 2022 | August 26, 2022 |
| LendingTree, Inc.TREE · Entity 5694 | Chief Human Resources Officer | March 10, 2026 | March 12, 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.
BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND
Report date August 13, 2021 · Filed August 13, 2021
This filing explicitly reported no securities owned.
Barings BDC, Inc.
Report date August 02, 2018 · Filed March 13, 2019 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock ("Shares")SEC Table I · non-derivative | Direct | 4,000 |
Reported balance
Holding disclosure · report date 2018-08-02 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 4,000 |
Barings Capital Investment Corp
Report date August 24, 2020 · Filed August 28, 2020
This filing explicitly reported no securities owned.
Barings Private Credit Corp
Report date July 09, 2021 · Filed July 09, 2021
This filing explicitly reported no securities owned.
Cascade Private Capital Fund
Report date August 22, 2022 · Filed August 26, 2022
This filing explicitly reported no securities owned.
LendingTree, Inc.
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,274 |
Ending reported balance
After 2026-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-10 · Exercise / conversion · Acquired 9,999 · Balance 43,963 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-03-10 · Tax withholding · Disposed 3,689 · Balance 40,274 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,001 |
Reported balance
After 2026-03-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-10 · Exercise / conversion · Disposed 9,999 · Balance 20,001 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: These restricted stock units vest in three substantially equal annual installments beginning on March 10, 2026 in accordance with the terms of the original award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: These restricted stock units vest in three substantially equal annual installments beginning on March 10, 2026 in accordance with the terms of the original award agreement.
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, 2020 Filed Mar 2, 2020 22:27 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionRestricted Stock Units · Derivative | 1,236 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-004063 · dp122823_4-olmstead.xml · derivative · entry 5 Olmstead Jill · CIK 0001749916 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,948 Underlying: Common Stock · 1,236 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. F1 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 1, 2020, in accordance with the terms of the original award agreement. F1 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning March 1, 2020, in accordance with the terms of the original award agreement. Read SEC document |
| March 01, 2020 Filed Mar 2, 2020 22:27 UTC | LendingTree, Inc. TREE · Entity 5694 | Tax withholdingCommon Stock | 123 | $275.82 | $33,925.86 |
DisclosureSEC source: 0000950103-20-004063 · dp122823_4-olmstead.xml · nonDerivative · entry 4 Olmstead Jill · CIK 0001749916 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,512 Read SEC document |
| March 01, 2020 Filed Mar 2, 2020 22:27 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-004063 · dp122823_4-olmstead.xml · nonDerivative · entry 3 Olmstead Jill · CIK 0001749916 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,635 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 01, 2020 Filed Mar 2, 2020 22:27 UTC | LendingTree, Inc. TREE · Entity 5694 | Tax withholdingCommon Stock | 363 | $275.82 | $100,122.66 |
DisclosureSEC source: 0000950103-20-004063 · dp122823_4-olmstead.xml · nonDerivative · entry 2 Olmstead Jill · CIK 0001749916 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,223 Read SEC document |
| March 01, 2020 Filed Mar 2, 2020 22:27 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 1,236 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-004063 · dp122823_4-olmstead.xml · nonDerivative · entry 1 Olmstead Jill · CIK 0001749916 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,586 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 01, 2020 Filed Mar 6, 2020 20:16 UTC Amendment | LendingTree, Inc. TREE · Entity 5694 | Tax withholdingCommon Stock | 366 | $275.82 | $100,950.12 |
DisclosureSEC source: 0000950103-20-004830 · dp123470_4a-olmstead.xml · nonDerivative · entry 1 Olmstead Jill · CIK 0001749916 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,220 F1 · shares: On March 2, 2020, the reporting person filed a Form 4 reporting the disposition by the reporting person of 363 shares of common stock to the Company to satisfy tax withholding requirements in connection with the vesting of restricted stock units. The correct number of disposed shares of common stock was 366. F1 · balance_after: On March 2, 2020, the reporting person filed a Form 4 reporting the disposition by the reporting person of 363 shares of common stock to the Company to satisfy tax withholding requirements in connection with the vesting of restricted stock units. The correct number of disposed shares of common stock was 366. Read SEC document |
| February 28, 2020 Filed Mar 4, 2020 02:02 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantRestricted Stock Units · Derivative | 2,720 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-004490 · dp123160_4-olmstead.xml · derivative · entry 2 Olmstead Jill · CIK 0001749916 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,720 Underlying: Common Stock · 2,720 shares Expires not disclosed F2 · derivative.exercise_date: These restricted stock units vest in three equal annual installments beginning on February 28, 2021, in accordance with the terms of the original award agreement. F2 · derivative.expiration_date: These restricted stock units vest in three equal annual installments beginning on February 28, 2021, in accordance with the terms of the original award agreement. Read SEC document |
| February 28, 2020 Filed Mar 4, 2020 02:02 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantStock Options · Derivative | 5,344 | $0.00 Strike: $275.82 | $0.00 |
DisclosureSEC source: 0000950103-20-004490 · dp123160_4-olmstead.xml · derivative · entry 1 Olmstead Jill · CIK 0001749916 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,344 Underlying: Common Stock · 5,344 shares Expires 2030-02-28 F1 · derivative.exercise_date: These stock options vest in three equal annual installments beginning on February 28, 2021, in accordance with the terms of the original award agreement. 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.