Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Enact Holdings, Inc.ACT · Entity 3734 | Director | March 01, 2023 | March 02, 2023 |
| GENWORTH FINANCIAL INCGNW · Entity 4085 | EVP & Chief Financial Officer | March 02, 2026 | March 03, 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.
Enact Holdings, Inc.
Report date March 01, 2023 · Filed March 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,000 |
GENWORTH FINANCIAL INC
Report date March 02, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 560,388 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Exercise / conversion · Acquired 83,196 · Balance 596,943 F1: Reflects Performance Stock Units that were granted on February 16, 2023 and fully vested on March 2, 2026, and settled in Common Stock on a 1:1 basis. Row 2 · 2026-03-02 · Tax withholding · Disposed 36,555 · Balance 560,388 F2: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Performance Stock Units that vested on March 2, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 91,429 |
Reported balance
After 2026-03-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-02 · Grant · Acquired 91,429 · Balance 91,429 F3: Restricted Stock Units settle in Common Stock on a 1:1 basis. F4: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on March 2, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects Performance Stock Units that were granted on February 16, 2023 and fully vested on March 2, 2026, and settled in Common Stock on a 1:1 basis.
F2: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Performance Stock Units that vested on March 2, 2026.
F3: Restricted Stock Units settle in Common Stock on a 1:1 basis.
F4: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on March 2, 2027.
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 |
|---|---|---|---|---|---|---|
| May 16, 2022 Filed May 17, 2022 20:22 UTC | GENWORTH FINANCIAL INC GNW · Entity 4085 | Exercise / conversionClass A Common Stock | 13,514 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-029627 · doc4.xml · nonDerivative · entry 1 Upton Jerome T · CIK 0001509299 · SVP, Deputy CFO and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,155 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 · price: Restricted Stock Units settle in Class A Common Stock on a 1:1 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.