Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRADY CORPBRC · Entity 78 | Director | October 02, 2026 | October 05, 2026 |
| Xerox Holdings CorpXRX · Entity 5610 | Executive Vice President | February 03, 2023 | February 21, 2023 |
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.
BRADY CORP
Report date October 02, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectDeferred Compensation | 13,077 |
Reported balance
After 2026-10-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-02 · Grant · Acquired 1,878 · Balance 13,077 F1: Reporting owner acquired 1,878 unrestricted shares of Class A Common Stock as compensation for their services as a member of the Board of Directors. Reporting owner has elected to defer the stock into her Brady Corporation Deferred Compensation account. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting owner acquired 1,878 unrestricted shares of Class A Common Stock as compensation for their services as a member of the Board of Directors. Reporting owner has elected to defer the stock into her Brady Corporation Deferred Compensation account.
Xerox Holdings Corp
Report date February 03, 2023 · Filed February 21, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 66,552 |
Reported balance
After 2023-01-18 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2023-01-18 · Grant · Acquired 41,692 · Balance 66,552 F1: This award of restricted stock units ("RSUs") vests in three installments of 33%, 33%, and 34% on the first, second, and third anniversaries of the grant date, January 18, 2023. |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 87,548 |
Reported balance
After 2023-01-19 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2023-01-19 · Grant · Acquired 20,996 · Balance 87,548 F2: This award of RSUs vests in two installments of 40% and 60% on the first and second anniversaries of the grant date, January 19, 2023. |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 57,615 |
Reported balance
Holding disclosure · report date 2023-02-03 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 57,615 |
Filing footnotes · ownership attribution and instrument terms
F1: This award of restricted stock units ("RSUs") vests in three installments of 33%, 33%, and 34% on the first, second, and third anniversaries of the grant date, January 18, 2023.
F2: This award of RSUs vests in two installments of 40% and 60% on the first and second anniversaries of the grant date, January 19, 2023.
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 |
|---|---|---|---|---|---|---|
| October 01, 2020 Filed Oct 5, 2020 17:02 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 1,158 | $18.67 | $21,619.86 |
DisclosureSEC source: 0001127602-20-026560 · form4.xml · nonDerivative · entry 3 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,424 F3 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:02 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 3,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026560 · form4.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,582 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:02 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 3,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026560 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,506 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 21:28 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 4,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003686 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,199 F1 · shares: 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, February 3, 2020. 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.