Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Voya Financial, Inc.VOYA · Entity 3571 | See Remarks | February 17, 2026 | February 19, 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.
Voya Financial, Inc.
Report date February 17, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,083 |
Ending reported balance
After 2026-02-17 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-17 · Exercise / conversion · Acquired 3,349 · Balance 43,445 F1: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation. Row 2 · 2026-02-17 · Exercise / conversion · Acquired 9,549 · Balance 52,994 F1: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation. Row 3 · 2026-02-17 · Tax withholding · Disposed 5,911 · Balance 47,083 |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 68,961 |
Reported balance
After 2026-02-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-17 · Grant · Acquired 25,729 · Balance 68,961 F2: The stock units will vest based on their respective award agreements. F3: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 20, 2029) can range from 0% to 150% of the number presented above. |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 65,612 |
Reported balance
After 2026-02-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-17 · Exercise / conversion · Disposed 3,349 · Balance 65,612 F4: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 42,049 |
Reported balance
After 2026-02-17 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-17 · Grant · Acquired 21,051 · Balance 42,049 F2: The stock units will vest based on their respective award agreements. F5: 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 15, 2028 and 1/3 on February 20, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 32,500 |
Reported balance
After 2026-02-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-17 · Exercise / conversion · Disposed 9,549 · Balance 32,500 F6: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. |
| Performance-Based Stock OptionsSEC Table II · derivative / convertible security | Direct | 35,587 |
Reported balance
Holding disclosure · report date 2026-02-17 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 35,587 F7: The options vest based on the conditions set forth in their respective agreements. |
| Deferred Savings Plan Issuer Stock UnitsSEC Table II · derivative / convertible security | Direct | 863.532 |
Reported balance
Holding disclosure · report date 2026-02-17 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 863.532 F8: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in the units to alternative investments in the future. F9: Includes dividends of 15.885 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation.
F2: The stock units will vest based on their respective award agreements.
F3: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 20, 2029) can range from 0% to 150% of the number presented above.
F4: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.
F5: 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 15, 2028 and 1/3 on February 20, 2029.
F6: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.
F7: The options vest based on the conditions set forth in their respective agreements.
F8: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in the units to alternative investments in the future.
F9: Includes dividends of 15.885 shares.
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 |
|---|---|---|---|---|---|---|
| February 17, 2026 Filed Feb 19, 2026 17:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 9,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000032 · form4.xml · derivative · entry 7 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,500 Underlying: Common Stock · 9,549 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. F6 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 17:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 21,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000032 · form4.xml · derivative · entry 6 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,049 Underlying: Common Stock · 21,051 shares Expires not disclosed F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F5 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 15, 2028 and 1/3 on February 20, 2029. F5 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 15, 2028 and 1/3 on February 20, 2029. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 17:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 3,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000032 · form4.xml · derivative · entry 5 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,612 Underlying: Common Stock · 3,349 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. F4 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F4 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F4 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 17:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 25,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000032 · form4.xml · derivative · entry 4 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,961 Underlying: Common Stock · 25,729 shares Expires not disclosed F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 20, 2029) can range from 0% to 150% of the number presented above. F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 20, 2029) can range from 0% to 150% of the number presented above. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 17:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 5,911 | $74.39 | $439,719.29 |
DisclosureSEC source: 0001535929-26-000032 · form4.xml · nonDerivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,083 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 17:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 9,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000032 · form4.xml · nonDerivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,994 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: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 17:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 3,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000032 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,445 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: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance-Based Stock Options · Derivative | 20,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-25-000134 · form4.xml · derivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,587 Underlying: Common Stock · 20,600 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. F2 · derivative.exercise_price: The options vest based on the conditions set forth in their respective agreements. F2 · derivative.exercise_date: The options vest based on the conditions set forth in their respective agreements. F2 · derivative.expiration_date: The options vest based on the conditions set forth in their respective agreements. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | SaleCommon Stock | 20,600 | $75.00 | $1,545,000.00 |
DisclosureSEC source: 0001535929-25-000134 · form4.xml · nonDerivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,096 F1 · shares: The options exercised and stock sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 28, 2025. The reporting person adopted this plan to cover transactions with respect to options to purchase the Company's stock that were granted by the Company in 2015 and would have expired if not exercised in December 2025. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 20,600 | $37.60 | $774,560.00 |
DisclosureSEC source: 0001535929-25-000134 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,696 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 · shares: The options exercised and stock sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 28, 2025. The reporting person adopted this plan to cover transactions with respect to options to purchase the Company's stock that were granted by the Company in 2015 and would have expired if not exercised in December 2025. Read SEC document |
| October 25, 2025 Filed Oct 29, 2025 16:04 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 2,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-25-000103 · form4.xml · derivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,232 Underlying: Common Stock · 2,938 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. F2 · derivative.exercise_price: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. F2 · derivative.exercise_date: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. F2 · derivative.expiration_date: The performance stock units were awarded as compensation and will convert to common stock based on the achievement of certain performance factors. Read SEC document |
| October 25, 2025 Filed Oct 29, 2025 16:04 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 1,336 | $73.69 | $98,449.84 |
DisclosureSEC source: 0001535929-25-000103 · form4.xml · nonDerivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,096 Read SEC document |
| October 25, 2025 Filed Oct 29, 2025 16:04 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 2,938 | $73.69 | $216,501.22 |
DisclosureSEC source: 0001535929-25-000103 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,432 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 · shares: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying performance stock units that were awarded as compensation. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 13:24 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 1,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018807 · form4.xml · derivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,998 Underlying: Common Stock · 1,679 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. F2 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F2 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F2 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 13:24 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 765 | $72.51 | $55,470.15 |
DisclosureSEC source: 0001127602-25-018807 · form4.xml · nonDerivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,494 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 13:24 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 1,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018807 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,259 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: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:11 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 6,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005946 · form4.xml · derivative · entry 7 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,677 Underlying: Common Stock · 6,813 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. F6 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:11 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 13,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005946 · form4.xml · derivative · entry 6 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,490 Underlying: Common Stock · 13,529 shares Expires not disclosed F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F5 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028. F5 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:11 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 5,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005946 · form4.xml · derivative · entry 5 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,170 Underlying: Common Stock · 5,147 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. F4 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F4 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F4 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:11 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 15,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005946 · form4.xml · derivative · entry 4 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,317 Underlying: Common Stock · 15,319 shares Expires not disclosed F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above. F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:11 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 5,488 | $75.67 | $415,276.96 |
DisclosureSEC source: 0001127602-25-005946 · form4.xml · nonDerivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,580 Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:11 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 6,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005946 · form4.xml · nonDerivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,068 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: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:11 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 5,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005946 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,255 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: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 1,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019832 · form4.xml · derivative · entry 6 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,961 Underlying: Common Stock · 1,679 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. F3 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F3 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F3 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 2,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019832 · form4.xml · derivative · entry 5 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,998 Underlying: Common Stock · 2,938 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. F2 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F2 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F2 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 762 | $71.11 | $54,185.82 |
DisclosureSEC source: 0001127602-24-019832 · form4.xml · nonDerivative · entry 4 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,108 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 1,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019832 · form4.xml · nonDerivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,870 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: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 1,333 | $71.11 | $94,789.63 |
DisclosureSEC source: 0001127602-24-019832 · form4.xml · nonDerivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,191 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 2,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019832 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,524 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: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 16:49 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 9,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006699 · form4.xml · derivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,936 Underlying: Common Stock · 9,063 shares Expires not disclosed F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 16, 2027) can range from 0% to 150% of the number presented above. F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 16, 2027) can range from 0% to 150% of the number presented above. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 16:49 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 7,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006699 · form4.xml · derivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,640 Underlying: Common Stock · 7,285 shares Expires not disclosed F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F2 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027. F2 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 16:12 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 8,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006283 · form4.xml · derivative · entry 5 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,873 Underlying: Common Stock · 8,470 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. F3 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F3 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F3 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 16:12 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 6,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006283 · form4.xml · derivative · entry 4 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,355 Underlying: Common Stock · 6,943 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. F2 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F2 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F2 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 16:12 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 6,602 | $70.14 | $463,064.28 |
DisclosureSEC source: 0001127602-24-006283 · form4.xml · nonDerivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,586 Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 16:12 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 8,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006283 · form4.xml · nonDerivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,188 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: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 16:12 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 6,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006283 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,718 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: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 17:08 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 1,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-020175 · form4.xml · derivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,298 Underlying: Common Stock · 1,679 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. F2 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F2 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F2 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 17:08 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 1,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-020175 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,775 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: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 9,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · derivative · entry 16 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,343 Underlying: Common Stock · 9,570 shares Expires not disclosed F9 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F10 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 17, 2026) can range from 0% to 150% of the number presented above. F10 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 17, 2026) can range from 0% to 150% of the number presented above. Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 7,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · derivative · entry 15 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,977 Underlying: Common Stock · 7,832 shares Expires not disclosed F7 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F8 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 20, 2024, 1/3 on February 18, 2025 and 1/3 on February 17, 2026. F8 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 20, 2024, 1/3 on February 18, 2025 and 1/3 on February 17, 2026. Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 1,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · derivative · entry 14 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,145 Underlying: Common Stock · 1,775 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. F6 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 772 | $73.34 | $56,618.48 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · nonDerivative · entry 8 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,096 Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 1,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · nonDerivative · entry 7 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,868 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: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 2,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · derivative · entry 13 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,920 Underlying: Common Stock · 2,558 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. F6 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 1,113 | $74.44 | $82,851.72 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · nonDerivative · entry 6 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,093 Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 2,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · nonDerivative · entry 5 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,206 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: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| February 20, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 1,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · derivative · entry 12 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,478 Underlying: Common Stock · 1,369 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. F6 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F6 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| February 20, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 3,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · derivative · entry 11 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,773 Underlying: Common Stock · 3,175 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. F5 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F5 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F5 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. Read SEC document |
| February 20, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 663 | $74.44 | $49,353.72 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · nonDerivative · entry 4 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,648 Read SEC document |
| February 20, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 1,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · nonDerivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,311 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: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. 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.