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 | 8,621 |
Ending reported balance
After 2026-02-17 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-17 · Exercise / conversion · Acquired 452 · Balance 8,039 F1: Delivery of the 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 1,651 · Balance 9,690 F1: Delivery of the 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 1,069 · Balance 8,621 |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 9,225 |
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 4,199 · Balance 9,225 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 | 8,773 |
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 452 · Balance 8,773 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 | 6,759 |
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 3,435 · Balance 6,759 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 18, 2025 and February 20, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,108 |
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 1,651 · Balance 5,108 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 the 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 18, 2025 and 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.
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 16:45 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 1,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000027 · form4.xml · derivative · entry 7 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,108 Underlying: Common Stock · 1,651 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 16:45 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 3,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000027 · form4.xml · derivative · entry 6 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,759 Underlying: Common Stock · 3,435 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 18, 2025 and February 20, 2029. F5 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 18, 2025 and February 20, 2029. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 16:45 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000027 · form4.xml · derivative · entry 5 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,773 Underlying: Common Stock · 452 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 16:45 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 4,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000027 · form4.xml · derivative · entry 4 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,225 Underlying: Common Stock · 4,199 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 16:45 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 1,069 | $74.39 | $79,522.91 |
DisclosureSEC source: 0001535929-26-000027 · form4.xml · nonDerivative · entry 3 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,621 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 16:45 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 1,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000027 · form4.xml · nonDerivative · entry 2 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,690 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 the 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 16:45 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-26-000027 · form4.xml · nonDerivative · entry 1 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,039 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 the 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 |
| November 28, 2025 Filed Dec 2, 2025 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 455 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-25-000122 · form4.xml · derivative · entry 3 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,324 Underlying: Common Stock · 455 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 will convert 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 will convert 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 will convert to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 144 | $70.30 | $10,123.20 |
DisclosureSEC source: 0001535929-25-000122 · form4.xml · nonDerivative · entry 2 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,587 Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 16:07 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 455 | $0.00 | $0.00 |
DisclosureSEC source: 0001535929-25-000122 · form4.xml · nonDerivative · entry 1 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,731 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 the 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 16:28 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 1,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006004 · form4.xml · derivative · entry 7 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,779 Underlying: Common Stock · 1,891 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 16:28 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 1,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006004 · form4.xml · derivative · entry 6 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,026 Underlying: Common Stock · 1,528 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 18, 2025 Filed Feb 20, 2025 16:28 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 1,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006004 · form4.xml · derivative · entry 5 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,670 Underlying: Common Stock · 1,644 shares Expires not disclosed F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements. F4 · derivative.exercise_date: 1/3 of the restricted stock units will vest on 1/3 on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 18, 2025. F4 · derivative.expiration_date: 1/3 of the restricted stock units will vest on 1/3 on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 18, 2025. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:28 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantPerformance Stock Unit · Derivative | 1,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006004 · form4.xml · derivative · entry 4 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,554 Underlying: Common Stock · 1,861 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 16:28 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 1,673 | $75.67 | $126,595.91 |
DisclosureSEC source: 0001127602-25-006004 · form4.xml · nonDerivative · entry 3 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,276 Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:28 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 1,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006004 · form4.xml · nonDerivative · entry 2 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,949 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 the 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 16:28 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 1,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006004 · form4.xml · nonDerivative · entry 1 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,058 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 the 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 29, 2024 Filed Dec 10, 2024 16:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028961 · form4.xml · derivative · entry 3 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,026 Underlying: Common Stock · 454 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 will convert 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 will convert 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 will convert to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| November 29, 2024 Filed Dec 10, 2024 16:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 143 | $83.00 | $11,869.00 |
DisclosureSEC source: 0001127602-24-028961 · form4.xml · nonDerivative · entry 2 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,530 Read SEC document |
| November 29, 2024 Filed Dec 10, 2024 16:06 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028961 · form4.xml · nonDerivative · entry 1 Tressy Rachel · CIK 0002043851 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,673 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 the 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.