Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONDUENT IncCNDT · Entity 1191 | Director | January 15, 2024 | January 16, 2024 |
| CROWN HOLDINGS, INC.CCK · Entity 3433 | Director | November 01, 2023 | November 01, 2023 |
| Caesars Entertainment, Inc.CZR · Entity 3789 | Director | January 23, 2026 | January 27, 2026 |
| FIRSTENERGY CORPFE · Entity 3171 | Director | April 03, 2023 | April 05, 2023 |
| HERBALIFE LTD.HLF · Entity 4842 | Director | May 11, 2020 | May 13, 2020 |
| JETBLUE AIRWAYS CORPJBLU · Entity 808 | Director | March 10, 2026 | March 13, 2026 |
| MANITOWOC CO INCMTW · Entity 5248 | Director | February 26, 2018 | February 27, 2018 |
| Xerox Holdings CorpXRX · Entity 5610 | Director | May 25, 2023 | May 31, 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.
CONDUENT Inc
Report date January 15, 2024 · Filed January 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 211,645 |
Reported balance
After 2024-01-15 transaction · row 1
1 source rowRow 1 · 2024-01-15 · Grant · Acquired 53,522 · Balance 211,645 F1: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director.
CROWN HOLDINGS, INC.
Report date November 01, 2023 · Filed November 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 1,867 |
Reported balance
After 2023-11-01 transaction · row 1
1 source rowRow 1 · 2023-11-01 · Grant · Acquired 499 · Balance 1,867 |
Caesars Entertainment, Inc.
Report date January 23, 2026 · Filed January 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,369 |
Reported balance
After 2026-01-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-23 · Grant · Acquired 10,369 · Balance 10,369 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: Fully vested restricted stock units were granted on January 23, 2026, pursuant to the Amended and Restated 2015 Equity Incentive Plan. The reporting person has elected to defer receipt of these shares until his separation from service on the board of directors under the Issuer's outside director deferred compensation plan. The restricted stock units do not expire. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Fully vested restricted stock units were granted on January 23, 2026, pursuant to the Amended and Restated 2015 Equity Incentive Plan. The reporting person has elected to defer receipt of these shares until his separation from service on the board of directors under the Issuer's outside director deferred compensation plan. The restricted stock units do not expire.
FIRSTENERGY CORP
Report date April 03, 2023 · Filed April 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,821.924 |
Reported balance
After 2023-04-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-04-03 · Grant · Acquired 1,003 · Balance 4,821.924 F1: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2020 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2: 1 for 1 F3: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4: Includes phantom stock units acquired through dividend reinvestments. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2020 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors.
F2: 1 for 1
F3: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock.
F4: Includes phantom stock units acquired through dividend reinvestments.
HERBALIFE LTD.
Report date May 11, 2020 · Filed May 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,674 |
Reported balance
After 2020-05-11 transaction · row 1
1 source rowRow 1 · 2020-05-11 · Grant · Acquired 3,407 · Balance 24,674 F1: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2021, subject to continued service on the Issuer's Board of Directors through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2021, subject to continued service on the Issuer's Board of Directors through such date.
JETBLUE AIRWAYS CORP
Report date March 10, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,094 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Exercise / conversion · Acquired 22,094 · Balance 22,094 F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 59,483 |
Reported balance
After 2026-03-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-10 · Grant · Acquired 29,867 · Balance 59,483 F2: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. The annual DSU grant vests on the one year anniversary of the grant date F3: The award subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of March 10, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
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 22,094 · Balance 0 F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. F4: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit.
F2: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. The annual DSU grant vests on the one year anniversary of the grant date
F3: The award subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of March 10, 2026.
F4: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025.
MANITOWOC CO INC
Report date February 26, 2018 · Filed February 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,446 |
Reported balance
After 2018-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-02-26 · Grant · Acquired 2,867 · Balance 14,446 F1: Common stock includes restricted shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock includes restricted shares.
Xerox Holdings Corp
Report date May 25, 2023 · Filed May 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table I · non-derivative | Direct | 50,978 |
Reported balance
After 2023-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-25 · Grant · Acquired 22,379 · Balance 50,978 F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2: These DSUs will vest on May 25, 2024. F3: Balance adjusted to reflect 453 DSUs awarded June 30, 2022; 508 DSUs awarded September 30, 2022; 479 DSUs awarded December 31, 2022; and 465 DSUs awarded March 31, 2023 from dividend equivalents attributable to DSUs held as of the relevant record dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period.
F2: These DSUs will vest on May 25, 2024.
F3: Balance adjusted to reflect 453 DSUs awarded June 30, 2022; 508 DSUs awarded September 30, 2022; 479 DSUs awarded December 31, 2022; and 465 DSUs awarded March 31, 2023 from dividend equivalents attributable to DSUs held as of the relevant record dates.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cloudera, Inc.
Report date October 08, 2021 · Filed October 13, 2021
Section 16 reporting ended · disclosed 2021-10-13. 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 |
Ending reported balance
After 2021-10-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-10-08 · Exercise / conversion · Acquired 35,950 · Balance 97,926 F3: Pursuant to the Merger Agreement, each Restricted Stock Unit held by the Reporting Person was cancelled in exchange for the Merger Consideration. Row 2 · 2021-10-08 · Disposition to issuer · Disposed 97,926 · Balance 0 F1: On October 8, 2021, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of June 1, 2021, by and among Sky Parent Inc. ("Parent"), Project Sky Merger Sub Inc. ("Merger Sub") and Cloudera, Inc. (the "Company"), Merger Sub merged with and into the Company, each outstanding share of common stock, par value $0.01 per share, of the Company ("Company Share") (other than Owned Company Shares or Dissenting Company Shares) was thereupon canceled and converted into the right to receive $16.00 in cash (the "Merger Consideration"), with the Company surviving the merger. F2: Pursuant to the Merger Agreement, the Reporting Person disposed of all Company Shares beneficially owned by it, and received the Merger Consideration for each Company Share. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-10-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-10-08 · Exercise / conversion · Disposed 35,950 · Balance 0 F3: Pursuant to the Merger Agreement, each Restricted Stock Unit held by the Reporting Person was cancelled in exchange for the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 8, 2021, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of June 1, 2021, by and among Sky Parent Inc. ("Parent"), Project Sky Merger Sub Inc. ("Merger Sub") and Cloudera, Inc. (the "Company"), Merger Sub merged with and into the Company, each outstanding share of common stock, par value $0.01 per share, of the Company ("Company Share") (other than Owned Company Shares or Dissenting Company Shares) was thereupon canceled and converted into the right to receive $16.00 in cash (the "Merger Consideration"), with the Company surviving the merger.
F2: Pursuant to the Merger Agreement, the Reporting Person disposed of all Company Shares beneficially owned by it, and received the Merger Consideration for each Company Share.
F3: Pursuant to the Merger Agreement, each Restricted Stock Unit held by the Reporting Person was cancelled in exchange for the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| April 30, 2019 Filed May 2, 2019 16:25 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantDeferred Stock Units (DSU) | 11,151 | $12.78 | $142,509.78 |
DisclosureSEC source: 0001127602-19-016951 · form4.xml · nonDerivative · entry 1 LYNN JESSE · CIK 0001605350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,151 Read SEC document |
| May 07, 2018 Filed May 9, 2018 21:19 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028935 · doc4.xml · nonDerivative · entry 1 LYNN JESSE · CIK 0001605350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,289 F1 · kind: Consists of restricted stock units ("RSU") under the Herbalife Nutrition Ltd. 2014 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Herbalife Nutrition Ltd. common stock on vesting. This award will vest 100% on April 15, 2019. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 20:07 UTC | MANITOWOC CO INC MTW · Entity 5248 | GrantCommon Stock | 2,867 | $38.37 | $110,006.79 |
DisclosureSEC source: 0001246360-18-000860 · form.xml · nonDerivative · entry 1 LYNN JESSE · CIK 0001605350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,446 F1 · security: Common stock includes restricted shares. Read SEC document |
| May 08, 2017 Filed May 10, 2017 00:31 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031115 · doc4.xml · nonDerivative · entry 1 LYNN JESSE · CIK 0001605350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,094 F1 · kind: Consists of restricted stock units under the Herbalife Ltd. 2014 Stock Incentive Plan. This award will vest 100% on April 15, 2018. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:35 UTC | MANITOWOC CO INC MTW · Entity 5248 | GrantCommon Stock | 16,601 | $6.42 | $106,578.42 |
DisclosureSEC source: 0001246360-17-001019 · form.xml · nonDerivative · entry 1 LYNN JESSE · CIK 0001605350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,314 F1 · shares: Grant of restricted stock units (RSU's) vest 100% on 02/22/2019. 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.