Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COHERENT CORP.COHR · Entity 1179 | Director | February 11, 2026 | February 13, 2026 |
| DIEBOLD NIXDORF, IncDBD · Entity 4421 | EVP, Chief People Officer | April 08, 2022 | April 12, 2022 |
| Veritiv CorpVRTV · Entity 107723 | SVP and Chief HR Officer | February 28, 2019 | March 04, 2019 |
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.
COHERENT CORP.
Report date February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,382 |
Reported balance
After 2026-02-11 transaction · row 1
1 source rowRow 1 · 2026-02-11 · Grant · Acquired 279 · Balance 5,382 F1: The shares represent a restricted stock unit award granted to the reporting person. The award will vest on the day immediately prior to the issuer's next annual meeting of the stockholders, which is expected to be November 11, 2026, subject to the reporting person's continued service to the issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares represent a restricted stock unit award granted to the reporting person. The award will vest on the day immediately prior to the issuer's next annual meeting of the stockholders, which is expected to be November 11, 2026, subject to the reporting person's continued service to the issuer through such date.
DIEBOLD NIXDORF, Inc
Report date April 08, 2022 · Filed April 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 155,351 |
Reported balance
After 2022-04-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-04-08 · Tax withholding · Disposed 1,642 · Balance 155,351 F1: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award F2: Number includes restricted stock units. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $12.01 · Expires 2029-04-08 | Direct | 7,965 |
Reported balance
Holding disclosure · report date 2022-04-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 7,965 F3: Granted under the 2017 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $11.96 · Expires 2030-01-30 | Direct | 7,087 |
Reported balance
Holding disclosure · report date 2022-04-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 7,087 F3: Granted under the 2017 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award
F2: Number includes restricted stock units.
F3: Granted under the 2017 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant.
Veritiv Corp
Report date February 28, 2019 · Filed March 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,811 |
Ending reported balance
After 2019-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-28 · Grant · Acquired 6,857 · Balance 16,833 Row 2 · 2019-02-28 · Tax withholding · Disposed 2,022 · Balance 14,811 |
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 11, 2026 Filed Feb 13, 2026 00:07 UTC | COHERENT CORP. COHR · Entity 1179 | GrantCommon Stock | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-26-000124 · ownership.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,382 F1 · shares: The shares represent a restricted stock unit award granted to the reporting person. The award will vest on the day immediately prior to the issuer's next annual meeting of the stockholders, which is expected to be November 11, 2026, subject to the reporting person's continued service to the issuer through such date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 20:20 UTC | COHERENT CORP. COHR · Entity 1179 | GrantCommon Stock | 2,272 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-25-000815 · ownership.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,103 F1 · shares: These shares represent a restricted stock unit award granted to the reporting person. The award will vest on August 28, 2026. Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 19:23 UTC | COHERENT CORP. COHR · Entity 1179 | SaleCommon Stock | 3,542 | $105.00 | $371,910.00 |
DisclosureSEC source: 0001562180-24-007686 · primarydocument.xml · nonDerivative · entry 2 Patrick Elizabeth · CIK 0001610638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,831 Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 19:23 UTC | COHERENT CORP. COHR · Entity 1179 | SaleCommon Stock | 2,000 | $104.00 | $208,000.00 |
DisclosureSEC source: 0001562180-24-007686 · primarydocument.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,373 Read SEC document |
| August 29, 2024 Filed Aug 30, 2024 15:41 UTC | COHERENT CORP. COHR · Entity 1179 | GrantCommon Stock | 2,831 | $0.00 | $0.00 |
DisclosureSEC source: 0000820318-24-000021 · primary_doc.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,373 F1 · kind: These shares represent a restricted stock unit award granted to the reporting person. The award will vest on August 28, 2025. Read SEC document |
| November 28, 2023 Filed Nov 29, 2023 20:19 UTC | COHERENT CORP. COHR · Entity 1179 | GrantCommon Stock | 5,542 | $0.00 | $0.00 |
DisclosureSEC source: 0000820318-23-000030 · primary_doc.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,542 F1 · shares: These shares represent a restricted stock unit award granted to the reporting person. The award will vest on August 28, 2024. Read SEC document |
| April 08, 2022 Filed Apr 12, 2022 20:30 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 1,642 | $5.39 | $8,850.38 |
DisclosureSEC source: 0000028823-22-000062 · wf-form4_164979541088906.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,351 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes restricted stock units. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 21:32 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 117,846 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-22-000055 · wf-form4_164694787674141.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,993 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 05, 2022 Filed Feb 9, 2022 02:14 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 2,158 | $8.25 | $17,803.50 |
DisclosureSEC source: 0000028823-22-000028 · wf-form4_164437282605686.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,147 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes restricted stock units. Read SEC document |
| January 30, 2022 Filed Jan 31, 2022 21:44 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 1,875 | $8.80 | $16,500.00 |
DisclosureSEC source: 0000028823-22-000008 · wf-form4_164366542087262.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,305 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes restricted stock units. Read SEC document |
| April 08, 2021 Filed Apr 23, 2021 20:11 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 2,461 | $13.19 | $32,460.59 |
DisclosureSEC source: 0000028823-21-000067 · wf-form4_161920863337551.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · VP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,180 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 21:44 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 18,465 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-21-000041 · wf-form4_161282067927032.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · VP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,641 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · balance_after: Number includes restricted stock units. Read SEC document |
| January 30, 2021 Filed Feb 3, 2021 22:22 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 2,670 | $13.66 | $36,472.20 |
DisclosureSEC source: 0000028823-21-000031 · wf-form4_161239090886664.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · VP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,176 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes restricted stock units. Read SEC document |
| April 08, 2020 Filed Apr 9, 2020 20:36 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 2,406 | $4.42 | $10,634.52 |
DisclosureSEC source: 0000028823-20-000074 · wf-form4_158646460127161.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · VP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,846 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes restricted stock units. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 21:58 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantNon-Qualified Stock Option · Derivative | 7,087 | $0.00 Strike: $11.96 | $0.00 |
DisclosureSEC source: 0000028823-20-000024 · wf-form4_158076709375209.xml · derivative · entry 3 Patrick Elizabeth · CIK 0001610638 · VP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,087 Underlying: Common Shares · 7,087 shares Expires 2030-01-30 F3 · security: Granted under the 2017 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 21:58 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 15,888 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-20-000024 · wf-form4_158076709375209.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · VP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,252 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 17:32 UTC | Veritiv Corp VRTV · Entity 107723 | Tax withholdingCommon Stock | 2,022 | $28.89 | $58,415.58 |
DisclosureSEC source: 0001593968-19-000631 · primary_01.xml · nonDerivative · entry 2 Patrick Elizabeth · CIK 0001610638 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,811 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 17:32 UTC | Veritiv Corp VRTV · Entity 107723 | GrantCommon Stock | 6,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-000631 · primary_01.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,833 Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 17:47 UTC | Veritiv Corp VRTV · Entity 107723 | Tax withholdingCommon Stock | 678 | $24.97 | $16,929.66 |
DisclosureSEC source: 0001593968-19-000064 · primary_01.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,976 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:58 UTC | Veritiv Corp VRTV · Entity 107723 | Tax withholdingCommon Stock | 1,257 | $28.20 | $35,447.40 |
DisclosureSEC source: 0001593968-18-000486 · primary_01.xml · nonDerivative · entry 2 Patrick Elizabeth · CIK 0001610638 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,654 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:58 UTC | Veritiv Corp VRTV · Entity 107723 | GrantCommon Stock | 3,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-000486 · primary_01.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,911 Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 16:55 UTC | Veritiv Corp VRTV · Entity 107723 | GrantCommon Stock | 2,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-000045 · primary_01.xml · nonDerivative · entry 2 Patrick Elizabeth · CIK 0001610638 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,420 Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 16:55 UTC | Veritiv Corp VRTV · Entity 107723 | Tax withholdingCommon Stock | 427 | $28.90 | $12,340.30 |
DisclosureSEC source: 0001593968-18-000045 · primary_01.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,514 Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 17:00 UTC | Veritiv Corp VRTV · Entity 107723 | GrantCommon Stock | 1,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-17-000053 · primary_01.xml · nonDerivative · entry 1 Patrick Elizabeth · CIK 0001610638 · SVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,941 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.