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 20, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 1,753 | $74.44 | $130,493.32 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · nonDerivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,942 Read SEC document |
| February 20, 2023 Filed Feb 23, 2023 20:14 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 3,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006888 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,695 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 |
| November 03, 2022 Filed Nov 4, 2022 16:05 UTC | Voya Financial, Inc. VOYA · Entity 3571 | SaleCommon Stock | 1,472 | $66.18 | $97,416.96 |
DisclosureSEC source: 0001127602-22-024961 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,520 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2022. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 17:45 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 5,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019208 · form4.xml · derivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,847 Underlying: Common Stock · 5,037 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F3 · derivative.exercise_date: 1/3 of the restricted stock units will vest on July 1, 2023, 1/3 on July 1, 2024 and 1/3 on July 1, 2025. F3 · derivative.expiration_date: 1/3 of the restricted stock units will vest on July 1, 2023, 1/3 on July 1, 2024 and 1/3 on July 1, 2025. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 17:45 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 11,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019208 · form4.xml · derivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,948 Underlying: Common Stock · 11,754 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: The performance stock units (PSUs) use the Company's stock price as vesting hurdles over a three-year period ending June 30, 2025. There are six vesting hurdles ranging from $69.10 to $119.10, in $10 increments, with each hurdle providing for vesting of an amount of common shares equal to 25% of the PSUs granted, for a maximum number of shares delivered equal to 150% of the amount of PSUs granted. Consequently, the PSUs granted could result in delivery of a maximum of 17,631 shares of common stock. A hurdle is met when the Company's 30-day volume-weighted average stock price is equal to or greater than the hurdle amount, provided that no vesting may occur before July 1, 2023. Upon vesting, the recipient receives delivery of the relevant amount of shares only after the expiration of a one-year holding period from the vesting date, and will not receive any such shares if the recipient voluntarily terminates employment or is terminated for cause on or before such delivery date. F2 · derivative.expiration_date: The performance stock units (PSUs) use the Company's stock price as vesting hurdles over a three-year period ending June 30, 2025. There are six vesting hurdles ranging from $69.10 to $119.10, in $10 increments, with each hurdle providing for vesting of an amount of common shares equal to 25% of the PSUs granted, for a maximum number of shares delivered equal to 150% of the amount of PSUs granted. Consequently, the PSUs granted could result in delivery of a maximum of 17,631 shares of common stock. A hurdle is met when the Company's 30-day volume-weighted average stock price is equal to or greater than the hurdle amount, provided that no vesting may occur before July 1, 2023. Upon vesting, the recipient receives delivery of the relevant amount of shares only after the expiration of a one-year holding period from the vesting date, and will not receive any such shares if the recipient voluntarily terminates employment or is terminated for cause on or before such delivery date. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 20:24 UTC | Voya Financial, Inc. VOYA · Entity 3571 | SaleCommon Stock | 4,054 | $66.48 | $269,503.84 |
DisclosureSEC source: 0001127602-22-006684 · form4.xml · nonDerivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,992 F2 · price: The transaction was executed in multiple trades at prices ranging from $66.4660 to $66.4850. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 19:37 UTC Amendment | Voya Financial, Inc. VOYA · Entity 3571 | SaleCommon Stock | 4,054 | $68.80 | $278,918.85 |
DisclosureSEC source: 0001127602-22-006876 · form4a.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,992 F1 · price: The original Form 4 that was filed on February 24, 2022 is amended by this Form 4 amendment to make an adjustment to the price of the stock being sold by the reporting person. No other changes have been made to the original Form 4. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 20:24 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 5,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006684 · form4.xml · derivative · entry 7 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,810 Underlying: Common Stock · 5,325 shares Expires not disclosed F6 · 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 21, 2023, 1/3 on February 20, 2024 and 1/3 on February 18, 2025. F8 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 21, 2023, 1/3 on February 20, 2024 and 1/3 on February 18, 2025. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 20:24 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 6,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006684 · form4.xml · derivative · entry 6 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,800 Underlying: Common Stock · 6,205 shares Expires not disclosed F6 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F7 · 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 22, 2025) can range from 0% to 150% of the number presented above. F7 · 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 22, 2025) can range from 0% to 150% of the number presented above. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 20:24 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 5,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006684 · form4.xml · derivative · entry 5 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,485 Underlying: Common Stock · 5,575 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 restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. F5 · 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. F5 · 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, 2022 Filed Feb 24, 2022 20:24 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 4,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006684 · form4.xml · derivative · entry 4 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,595 Underlying: Common Stock · 5,387 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. F4 · derivative.underlying_shares: Awarded at 129% of target. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 20:24 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 4,697 | $68.32 | $320,899.04 |
DisclosureSEC source: 0001127602-22-006684 · form4.xml · nonDerivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,046 Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 20:24 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 10,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006684 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,743 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, 2022 Filed Mar 2, 2022 17:21 UTC Amendment | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 6,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007794 · form4a.xml · derivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,194 Underlying: Common Stock · 6,599 shares Expires not disclosed F1 · derivative.exercise_price: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors. F1 · derivative.exercise_date: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors. F1 · derivative.expiration_date: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors. F2 · derivative.underlying_shares: The reporting person's original Form 4 filed on February 24, 2022 inadvertently understated the amount of performance stock units awarded to the reporting person on the transaction date by 394 shares. Read SEC document |
| July 27, 2021 Filed Jul 29, 2021 18:13 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 9,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-022621 · form4.xml · derivative · entry 3 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,060 Underlying: Common Stock · 9,968 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 27, 2021 Filed Jul 29, 2021 18:13 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 4,229 | $62.96 | $266,257.84 |
DisclosureSEC source: 0001127602-21-022621 · form4.xml · nonDerivative · entry 2 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,051 Read SEC document |
| July 27, 2021 Filed Jul 29, 2021 18:13 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 9,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-022621 · form4.xml · nonDerivative · entry 1 Katz Michael Robert · CIK 0001853487 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,280 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.