Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Western Union COWU · Entity 4445 | Chief Accounting Officer | March 02, 2026 | March 05, 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.
Western Union CO
Report date March 02, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,168 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Grant · Acquired 9,183 · Balance 37,985 F1: Represents a restricted stock unit award which vests in three substantially equal installments on March 2, 2027, 2028, and 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. Row 2 · 2026-03-02 · Grant · Acquired 9,183 · Balance 47,168 F2: Represents a grant of performance-based restricted stock unit awards which vests in full on March 2, 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit award which vests in three substantially equal installments on March 2, 2027, 2028, and 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement.
F2: Represents a grant of performance-based restricted stock unit awards which vests in full on March 2, 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ENVESTNET, INC.
Report date November 25, 2024 · Filed November 25, 2024
Section 16 reporting ended · disclosed 2024-11-25. 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 |
Reported balance
After 2024-11-25 transaction · row 1
1 source rowRow 1 · 2024-11-25 · Disposition to issuer · Disposed 34,424 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price"). F2: Includes restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price").
F2: Includes restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time.
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 28, 2020 Filed Sep 2, 2020 16:10 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 269 | $82.39 | $22,162.91 |
DisclosureSEC source: 0001628280-20-013220 · wf-form4_159907742952731.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,228 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 19:01 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 268 | $71.99 | $19,293.32 |
DisclosureSEC source: 0001337619-20-000009 · wf-form4_159105245269423.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,497 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 18:44 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 7,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-002833 · wf-form4_158327907670864.xml · nonDerivative · entry 2 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,765 F2 · kind: Represents restricted stock units that vest over a 3-year period; one-third of the total amount vests on the first anniversary of the date of the grant of restricted stock units and then one-twelfth of the total amount vests on each three-month anniversary of the date of grant thereafter. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 18:44 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 669 | $75.48 | $50,496.12 |
DisclosureSEC source: 0001628280-20-002833 · wf-form4_158327907670864.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,478 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| November 28, 2019 Filed Dec 2, 2019 16:37 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 133 | $71.08 | $9,453.64 |
DisclosureSEC source: 0001628280-19-014661 · wf-form4_157532261743659.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,147 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| August 28, 2019 Filed Aug 30, 2019 17:03 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 133 | $55.86 | $7,429.38 |
DisclosureSEC source: 0001628280-19-011339 · wf-form4_156719897304779.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,280 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 28, 2019 Filed May 30, 2019 17:25 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 131 | $68.86 | $9,020.66 |
DisclosureSEC source: 0001628280-19-007387 · wf-form4_155925154085244.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,413 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 17:22 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 529 | $61.01 | $32,274.29 |
DisclosureSEC source: 0001628280-19-002438 · wf-form4_155173812668747.xml · nonDerivative · entry 2 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,544 F2 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 17:22 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 5,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-002438 · wf-form4_155173812668747.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,073 F1 · kind: Represents restricted stock units that vest over a 3-year period; one-third of the total amount vests on the first anniversary of the date of the grant of restricted stock units and then one-twelfth of the total amount vests on each three-month anniversary of the date of grant thereafter. These restricted stock units convert into common stock on a one-for-one basis. 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.