Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABM INDUSTRIES INC /DE/ABM · Entity 4290 | EVP/GEN. COUNSEL/CORP. SECTY. | January 14, 2017 | January 18, 2017 |
| ITRON, INC.ITRI · Entity 2773 | SVP, Gen. Counsel & Corp. Sec. | February 24, 2022 | February 28, 2022 |
| Quanterix CorpQTRX · Entity 6649 | Director | July 01, 2025 | July 03, 2025 |
| Telesis Bio Inc.TBIO · Entity 15606 | Director | July 24, 2024 | July 26, 2024 |
| XEROX CORPXRX · Entity 12016 | EVP, Gen. Counsel & Corp. Sec. | April 06, 2018 | April 10, 2018 |
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.
ABM INDUSTRIES INC /DE/
Report date January 14, 2017 · Filed January 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,630 |
Reported balance
After 2017-01-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-01-14 · Tax withholding · Disposed 3,072 · Balance 75,630 F1: Includes 13,050 unvested RSUs, 29,784 vested RSUs, the receipt of which has been deferred, and DERS relating to the RSUs, 3,852 performance shares earned but not vested with respect to TSR performance shares granted on 9/8/2014, 981 performance shares earned but not vested with respect to performance shares granted on 1/15/2015, and DERs related thereto. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 13,050 unvested RSUs, 29,784 vested RSUs, the receipt of which has been deferred, and DERS relating to the RSUs, 3,852 performance shares earned but not vested with respect to TSR performance shares granted on 9/8/2014, 981 performance shares earned but not vested with respect to performance shares granted on 1/15/2015, and DERs related thereto.
ITRON, INC.
Report date February 24, 2022 · Filed February 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,716 |
Ending reported balance
After 2022-02-25 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-02-24 · Grant · Acquired 7,414 · Balance 24,317 F1: This award vests in one-third equal annual increments beginning on the first anniversary of the date of grant. Row 2 · 2022-02-24 · Grant · Acquired 2,304 · Balance 26,621 F2: Represents shares earned under a performance-based restricted stock unit award for the 2019-2021 performance period. Row 3 · 2022-02-25 · Sale · Disposed 905 · Balance 25,716 F3: Represents shares automatically sold to cover tax withholding obligations associated with the shares earned under a performance-based restricted stock unit award. |
Filing footnotes · ownership attribution and instrument terms
F1: This award vests in one-third equal annual increments beginning on the first anniversary of the date of grant.
F2: Represents shares earned under a performance-based restricted stock unit award for the 2019-2021 performance period.
F3: Represents shares automatically sold to cover tax withholding obligations associated with the shares earned under a performance-based restricted stock unit award.
Quanterix Corp
Report date July 01, 2025 · Filed July 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,070 |
Reported balance
After 2025-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-07-01 · Grant · Acquired 2,615 · Balance 60,070 F1: Consists of stock granted in lieu of cash fees for service on the Company's Board of Directors and committees thereof for the second quarter of 2025. F2: Closing price of the Company's common stock on the Nasdaq Global Market on July 1, 2025. F3: Includes 7,435 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of stock granted in lieu of cash fees for service on the Company's Board of Directors and committees thereof for the second quarter of 2025.
F2: Closing price of the Company's common stock on the Nasdaq Global Market on July 1, 2025.
F3: Includes 7,435 restricted stock units.
Telesis Bio Inc.
Report date July 24, 2024 · Filed July 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,390 |
Reported balance
After 2024-07-24 transaction · row 1
1 source rowRow 1 · 2024-07-24 · Grant · Acquired 8,390 · Balance 8,390 F1: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Telesis Bio Inc.'s (the "Issuer") Common Stock. Subject to the Reporting Person's continuing as a Service Provider (as defined in the Issuer's 2021 Stock Incentive Plan (the "Plan")) through each applicable vesting date, (i) with respect to 3,512 RSUs, one-third (1/3rd) of such RSUs shall vest on each annual anniversary of the Grant Date and (ii) 4,878 RSUs shall vest in full on January 1, 2025. "Grant Date" shall mean July 24, 2024. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.10 · Expires 2034-07-24 | Direct | 5,268 |
Reported balance
After 2024-07-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-07-24 · Grant · Acquired 5,268 · Balance 5,268 F2: Subject to the Reporting Person's continuing as a Service Provider (as defined in the Plan) through each applicable vesting date, one thirty-sixth (1/36th) of the Shares subject to the Option shall vest in equal monthly installments following the Grant Date on the same day of the month as the Grant Date. "Grant Date" shall mean July 24, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Telesis Bio Inc.'s (the "Issuer") Common Stock. Subject to the Reporting Person's continuing as a Service Provider (as defined in the Issuer's 2021 Stock Incentive Plan (the "Plan")) through each applicable vesting date, (i) with respect to 3,512 RSUs, one-third (1/3rd) of such RSUs shall vest on each annual anniversary of the Grant Date and (ii) 4,878 RSUs shall vest in full on January 1, 2025. "Grant Date" shall mean July 24, 2024.
F2: Subject to the Reporting Person's continuing as a Service Provider (as defined in the Plan) through each applicable vesting date, one thirty-sixth (1/36th) of the Shares subject to the Option shall vest in equal monthly installments following the Grant Date on the same day of the month as the Grant Date. "Grant Date" shall mean July 24, 2024.
XEROX CORP
Report date April 06, 2018 · Filed April 10, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 70,661 |
Reported balance
After 2018-04-06 transaction · row 1
1 source rowRow 1 · 2018-04-06 · Grant · Acquired 9,829 · Balance 70,661 F1: This award of restricted stock units vests in three installments of 25%, 25% and 50% on the first, second and third anniversaries of the date of grant, April 6, 2018. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $27.98 · Expires 2028-04-06 | Direct | 30,186 |
Reported balance
After 2018-04-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-04-06 · Grant · Acquired 30,186 · Balance 30,186 F2: This award of stock options vests in three installments of 25%, 25% and 50% on the first, second and third anniversaries of the date of grant, April 6, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: This award of restricted stock units vests in three installments of 25%, 25% and 50% on the first, second and third anniversaries of the date of grant, April 6, 2018.
F2: This award of stock options vests in three installments of 25%, 25% and 50% on the first, second and third anniversaries of the date of grant, April 6, 2018.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ODP Corp
Report date December 10, 2025 · Filed December 10, 2025
Section 16 reporting ended · disclosed 2025-12-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,433 |
Reported balance
After 2025-12-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-10 · Disposition to issuer · Disposed 15,082 · Balance 30,433 F1: On December 10, 2025, pursuant to that certain Agreement and Plan of Merger, dated as of September 22, 2025 (the "Merger Agreement"), by and among ODP Corporation (the "Issuer"), ACR Ocean Resources LLC ("Parent") and Vail Holdings 1, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F2: Pursuant to the Merger Agreement, each share of Issuer common stock held by the Reporting Person immediately prior to the closing of the Merger (the "Effective Time") was converted into the right to receive $28.00 in cash, without interest, net of all applicable withholding taxes (the "Merger Consideration"). F3: Represents unvested restricted stock units ("RSUs") held by the Reporting Person immediately prior to the Effective Time. Pursuant to the Merger Agreement, all unvested RSUs were cancelled and converted into the right to receive an amount of cash equal to the Merger Consideration multiplied by (a) (i) the number of shares of Issuer common stock subject to such RSU immediately prior to the Effective Time, by (ii) the Merger Consideration, plus (b) any accrued and unpaid dividends or dividend equivalent rights corresponding to such RSUs, net of all applicable withholding taxes. The cash payment is subject to the same terms and conditions as applied to such RSUs immediately prior to the Effective Time (except that such RSUs will settle in cash in lieu of common stock). |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-12-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-12-10 · Disposition to issuer · Disposed 30,433 · Balance 0 F1: On December 10, 2025, pursuant to that certain Agreement and Plan of Merger, dated as of September 22, 2025 (the "Merger Agreement"), by and among ODP Corporation (the "Issuer"), ACR Ocean Resources LLC ("Parent") and Vail Holdings 1, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F3: Represents unvested restricted stock units ("RSUs") held by the Reporting Person immediately prior to the Effective Time. Pursuant to the Merger Agreement, all unvested RSUs were cancelled and converted into the right to receive an amount of cash equal to the Merger Consideration multiplied by (a) (i) the number of shares of Issuer common stock subject to such RSU immediately prior to the Effective Time, by (ii) the Merger Consideration, plus (b) any accrued and unpaid dividends or dividend equivalent rights corresponding to such RSUs, net of all applicable withholding taxes. The cash payment is subject to the same terms and conditions as applied to such RSUs immediately prior to the Effective Time (except that such RSUs will settle in cash in lieu of common stock). |
Filing footnotes · ownership attribution and instrument terms
F1: On December 10, 2025, pursuant to that certain Agreement and Plan of Merger, dated as of September 22, 2025 (the "Merger Agreement"), by and among ODP Corporation (the "Issuer"), ACR Ocean Resources LLC ("Parent") and Vail Holdings 1, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent.
F2: Pursuant to the Merger Agreement, each share of Issuer common stock held by the Reporting Person immediately prior to the closing of the Merger (the "Effective Time") was converted into the right to receive $28.00 in cash, without interest, net of all applicable withholding taxes (the "Merger Consideration").
F3: Represents unvested restricted stock units ("RSUs") held by the Reporting Person immediately prior to the Effective Time. Pursuant to the Merger Agreement, all unvested RSUs were cancelled and converted into the right to receive an amount of cash equal to the Merger Consideration multiplied by (a) (i) the number of shares of Issuer common stock subject to such RSU immediately prior to the Effective Time, by (ii) the Merger Consideration, plus (b) any accrued and unpaid dividends or dividend equivalent rights corresponding to such RSUs, net of all applicable withholding taxes. The cash payment is subject to the same terms and conditions as applied to such RSUs immediately prior to the Effective Time (except that such RSUs will settle in cash in lieu of common stock).
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 |
|---|---|---|---|---|---|---|
| December 21, 2016 Filed Dec 21, 2016 17:17 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | SaleCommon Stock | 7,470 | $40.68 | $303,865.41 |
DisclosureSEC source: 0001140361-16-090505 · doc1.xml · nonDerivative · entry 2 McConnell Sarah H · CIK 0001433554 · EVP/GEN. COUNSEL/CORP. SECTY. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,880 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.661 to $40.70, inclusive. The reporting person undertakes to provide to ABM Industries Incorporated, any security holder of ABM Industries Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 1 of this Form 4. F2 · balance_after: Includes 13,050 unvested RSUs, 29,784 vested RSUs, the receipt of which has been deferred, and DERS relating to the RSUs, 3,621 performance shares earned but not vested with respect to performance shares granted on 1/14/2014, 986 performance shares earned but not vested with respect to performance shares granted on 1/15/2015, and DERs related thereto. Read SEC document |
| December 21, 2016 Filed Dec 21, 2016 17:17 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | Exercise / conversionCommon Stock | 10,401 | $19.09 | $198,555.09 |
DisclosureSEC source: 0001140361-16-090505 · doc1.xml · nonDerivative · entry 1 McConnell Sarah H · CIK 0001433554 · EVP/GEN. COUNSEL/CORP. SECTY. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,350 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. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 17:08 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | GrantCommon Stock | 199 | $39.00 | $7,761.00 |
DisclosureSEC source: 0001140361-16-085642 · doc1.xml · nonDerivative · entry 1 McConnell Sarah H · CIK 0001433554 · EVP/GEN. COUNSEL/CORP. SECTY. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,949 F1 · shares: Dividend equivalent rights (DERs) accrued on the restricted stock units granted under the 2006 Equity Incentive Plan and, if applicable, on performance shares granted under the 2006 Equity Plan, to the extent that such performance shares have been earned under the performance share program relating to such shares. DERs vest in the same manner as the awards to which they relate. Each DER is the economic equivalent of one share of ABM common stock. F2 · balance_after: Includes 13,050 unvested RSUs, 29,784 vested RSUs, the receipt of which has been deferred and DERS relating to the RSUs, adjusted to reflect the cumulative effect of fractional shares, 3,621 performance shares earned but not vested with respect to performance shares granted on 1/14/2014, 986 performance shares earned but not vested with respect to performance shares granted on 1/15/2015,and DERs related thereto. Read SEC document |
| October 05, 2016 Filed Oct 6, 2016 12:46 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | GiftCommon Stock | 307 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-082118 · doc1.xml · nonDerivative · entry 1 McConnell Sarah H · CIK 0001433554 · EVP/GEN. COUNSEL/CORP. SECTY. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,749 F1 · balance_after: Includes 15,001 unvested RSUs, 27,653 vested RSUs, the receipt of which has been deferred and DERS relating to the RSUs, adjusted to reflect the cumulative effect of fractional shares, 3,606 performance shares earned but not vested with respect to performance shares granted on 1/14/2014, 982 performance shares earned but not vested with respect to performance shares granted on 1/15/2015,and DERs related thereto. Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 09:45 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | Exercise / conversionStock Options · Derivative | 8,069 | $0.00 Strike: $21.49 | $0.00 |
DisclosureSEC source: 0001140361-16-082083 · doc1.xml · derivative · entry 4 McConnell Sarah H · CIK 0001433554 · EVP/GEN. COUNSEL/CORP. SECTY. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,069 shares Expires 2017-09-08 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 · security: Stock options granted under the 2006 Equity Incentive Plan. F5 · derivative.exercise_date: 25% exercisable on 9/8/2011 and 25% on the anniversary date of each of the following three years. Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 09:45 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | SaleCommon Stock | 6,442 | $39.77 | $256,203.49 |
DisclosureSEC source: 0001140361-16-082083 · doc1.xml · nonDerivative · entry 3 McConnell Sarah H · CIK 0001433554 · EVP/GEN. COUNSEL/CORP. SECTY. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,056 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.75 to $39.88, inclusive. The reporting person undertakes to provide to ABM Industries Incorporated, any security holder of ABM Industries Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote 2 to this Form 4. F3 · balance_after: Includes 15,001 unvested RSUs, 27,653 vested RSUs, the receipt of which has been deferred and DERS relating to the RSUs, adjusted to reflect the cumulative effect of fractional shares, 3,606 performance shares earned but not vested with respect to performance shares granted on 1/14/2014, 982 performance shares earned but not vested with respect to performance shares granted on 1/15/2015,and DERs related thereto. Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 09:45 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | Exercise / conversionCommon Stock | 8,069 | $21.49 | $173,402.81 |
DisclosureSEC source: 0001140361-16-082083 · doc1.xml · nonDerivative · entry 2 McConnell Sarah H · CIK 0001433554 · EVP/GEN. COUNSEL/CORP. SECTY. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,498 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. Read SEC document |
| October 03, 2016 Filed Oct 6, 2016 09:45 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | SaleCommon Stock | 1,880 | $40.03 | $75,262.60 |
DisclosureSEC source: 0001140361-16-082083 · doc1.xml · nonDerivative · entry 1 McConnell Sarah H · CIK 0001433554 · EVP/GEN. COUNSEL/CORP. SECTY. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,429 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.02 to $40.06, inclusive. The reporting person undertakes to provide to ABM Industries Incorporated, any security holder of ABM Industries Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote 1 to this Form 4. Read SEC document |
| September 12, 2016 Filed Sep 12, 2016 19:50 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | GrantCommon Stock | 3,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-079607 · doc1.xml · nonDerivative · entry 1 McConnell Sarah H · CIK 0001433554 · EVP/GEN. COUNSEL/CORP. SECTY. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,309 F1 · shares: Restricted stock units (RSUs) granted under the 2006 Equity Incentive Plan, representing a contingent right to receive shares of common stock. Units vest 50% on the second anniversary of the grant date and 50% on the fourth anniversary of the grant date, and will settle in shares of common stock. Dividend equivalent rights (DERs) will accrue. F2 · balance_after: Includes 15,001 unvested RSUs, 27,653 vested RSUs, the receipt of which has been deferred and DERS relating to the RSUs, adjusted to reflect the cumulative effect of fractional shares, 3,606 performance shares earned but not vested with respect to performance shares granted on 1/14/2014, 982 performance shares earned but not vested with respect to performance shares granted on 1/15/2015,and DERs related thereto. 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.