Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VOYA CREDIT INCOME FUNDXSIIX · Entity 8868 | CEO,Voya Investment Management | January 10, 2024 | January 18, 2024 |
| Virtus Artificial Intelligence & Technology Opportunities FundAIO · Entity 5033 | CEO, Voya Investment Managemen | January 10, 2024 | January 22, 2024 |
| Virtus Convertible & Income 2024 Target Term FundCBH · Entity 90218 | CEO, Voya Investment Managemen | January 10, 2024 | January 18, 2024 |
| Virtus Convertible & Income FundNCV · Entity 8885 | CEO, Voya Investment Managemen | January 10, 2024 | January 18, 2024 |
| Virtus Convertible & Income Fund IINCZ · Entity 5978 | CEO, Voya Investment Managemen | January 10, 2024 | January 18, 2024 |
| Virtus Diversified Income & Convertible FundACV · Entity 6061 | CEO, Voya Investment Managemen | January 10, 2024 | January 18, 2024 |
| Virtus Dividend, Interest & Premium Strategy FundNFJ · Entity 4708 | CEO, Voya Investment Managemen | January 10, 2024 | January 18, 2024 |
| Virtus Equity & Convertible Income FundNIE · Entity 5206 | CEO, Voya Investment Managemen | January 10, 2024 | January 22, 2024 |
| Voya Asia Pacific High Dividend Equity Income FundIAE · Entity 6793 | CEO,Voya Investment Management | January 10, 2024 | January 18, 2024 |
| Voya Emerging Markets High Dividend Equity FundIHD · Entity 8982 | CEO,Voya Investment Management | January 10, 2024 | January 18, 2024 |
| Voya Financial, Inc.VOYA · Entity 3571 | See Remarks | February 17, 2026 | February 19, 2026 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDIGD · Entity 5440 | CEO,Voya Investment Management | January 10, 2024 | January 18, 2024 |
| Voya Global Advantage & Premium Opportunity FundIGA · Entity 8923 | CEO,Voya Investment Management | January 10, 2024 | January 18, 2024 |
| Voya Infrastructure, Industrials & Materials FundIDE · Entity 6332 | CEO,Voya Investment Management | January 10, 2024 | January 18, 2024 |
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 CREDIT INCOME FUND
Report date January 10, 2024 · Filed January 18, 2024
This filing explicitly reported no securities owned.
Virtus Artificial Intelligence & Technology Opportunities Fund
Report date January 10, 2024 · Filed January 22, 2024
This filing explicitly reported no securities owned.
Virtus Convertible & Income 2024 Target Term Fund
Report date January 10, 2024 · Filed January 18, 2024
This filing explicitly reported no securities owned.
Virtus Convertible & Income Fund
Report date January 10, 2024 · Filed January 18, 2024
This filing explicitly reported no securities owned.
Virtus Convertible & Income Fund II
Report date January 10, 2024 · Filed January 18, 2024
This filing explicitly reported no securities owned.
Virtus Diversified Income & Convertible Fund
Report date January 10, 2024 · Filed January 18, 2024
This filing explicitly reported no securities owned.
Virtus Dividend, Interest & Premium Strategy Fund
Report date January 10, 2024 · Filed January 18, 2024
This filing explicitly reported no securities owned.
Virtus Equity & Convertible Income Fund
Report date January 10, 2024 · Filed January 22, 2024
This filing explicitly reported no securities owned.
Voya Asia Pacific High Dividend Equity Income Fund
Report date January 10, 2024 · Filed January 18, 2024
This filing explicitly reported no securities owned.
Voya Emerging Markets High Dividend Equity Fund
Report date January 10, 2024 · Filed January 18, 2024
This filing explicitly reported no securities owned.
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 | 21,002 |
Reported balance
After 2026-02-17 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-02-17 · Exercise / conversion · Acquired 2,576 · Balance 21,002 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. |
| Common StockSEC Table I · non-derivative | Direct | 25,891 |
Reported balance
After 2026-02-17 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-02-17 · Exercise / conversion · Acquired 11,346 · Balance 25,891 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. |
| Common StockSEC Table I · non-derivative | Direct | 14,545 |
Reported balance
After 2026-02-17 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2026-02-17 · Tax withholding · Disposed 6,457 · Balance 14,545 |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 64,672 |
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 29,499 · Balance 64,672 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 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 | 62,096 |
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 2,576 · Balance 62,096 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 | 48,939 |
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 24,136 · Balance 48,939 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 | 37,593 |
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 11,346 · Balance 37,593 F2: The stock units will vest based on their respective award agreements. F6: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. |
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 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.
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
Report date January 10, 2024 · Filed January 18, 2024
This filing explicitly reported no securities owned.
Voya Global Advantage & Premium Opportunity Fund
Report date January 10, 2024 · Filed January 18, 2024
This filing explicitly reported no securities owned.
Voya Infrastructure, Industrials & Materials Fund
Report date January 10, 2024 · Filed January 18, 2024
This filing explicitly reported no securities owned.
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 16:39 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 11,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000021 · form4.xml · derivative · entry 7 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,593 Underlying: Common Stock · 11,346 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 stock units will vest based on their respective award agreements. 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 16:39 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 24,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000021 · form4.xml · derivative · entry 6 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,939 Underlying: Common Stock · 24,136 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 16:39 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 2,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000021 · form4.xml · derivative · entry 5 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,096 Underlying: Common Stock · 2,576 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 16:39 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 29,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000021 · form4.xml · derivative · entry 4 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,672 Underlying: Common Stock · 29,499 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 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 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 16:39 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 6,457 | $74.39 | $480,336.23 |
DisclosureSEC source: 0001535929-26-000021 · form4.xml · nonDerivative · entry 3 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,545 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 16:39 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 11,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000021 · form4.xml · nonDerivative · entry 2 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,891 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 16:39 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 2,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000021 · form4.xml · nonDerivative · entry 1 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,002 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 18, 2025 Filed Feb 20, 2025 16:26 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 8,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005999 · form4.xml · derivative · entry 7 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,803 Underlying: Common Stock · 8,649 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 16:26 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 15,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005999 · form4.xml · derivative · entry 6 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,452 Underlying: Common Stock · 15,331 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 16:26 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 4,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005999 · form4.xml · derivative · entry 5 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,173 Underlying: Common Stock · 4,687 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 16:26 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 17,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005999 · form4.xml · derivative · entry 4 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,860 Underlying: Common Stock · 17,361 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 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 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 16:26 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 6,073 | $75.67 | $459,543.91 |
DisclosureSEC source: 0001127602-25-005999 · form4.xml · nonDerivative · entry 3 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,426 Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:26 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 8,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005999 · form4.xml · nonDerivative · entry 2 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,499 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 16:26 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 4,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005999 · form4.xml · nonDerivative · entry 1 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,850 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 16:38 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 8,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006677 · form4.xml · derivative · entry 3 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,499 Underlying: Common Stock · 8,083 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 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 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 16:38 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 9,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006677 · form4.xml · derivative · entry 2 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,121 Underlying: Common Stock · 9,706 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 16:49 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 5,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006336 · form4.xml · derivative · entry 5 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,416 Underlying: Common Stock · 5,924 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 16:49 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 8,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006336 · form4.xml · derivative · entry 4 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,415 Underlying: Common Stock · 8,087 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 16:49 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 4,231 | $70.14 | $296,762.34 |
DisclosureSEC source: 0001127602-24-006336 · form4.xml · nonDerivative · entry 3 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,163 Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 16:49 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 5,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006336 · form4.xml · nonDerivative · entry 2 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,394 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 16:49 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 8,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006336 · form4.xml · nonDerivative · entry 1 Toms Matthew · CIK 0002008373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,470 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.