Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Churchill Direct Lending FundCDLF · Entity 184409 | Trustee | October 13, 2026 | October 13, 2026 |
| NORTHERN TRUST CORPNTRS · Entity 1970 | Vice Chairman | December 13, 2018 | December 18, 2018 |
| Nuveen Churchill BDC VNONE · Entity 70662 | Trustee | August 05, 2025 | August 05, 2025 |
| Nuveen Churchill Direct Lending Corp.NONE · Entity 5313 | Director | January 05, 2024 | January 08, 2024 |
| Nuveen Churchill Private Capital Income FundNONE · Entity 73549 | Trustee | August 28, 2023 | August 29, 2023 |
| Nuveen Churchill Private Credit FundNONE · Entity 88522 | Trustee | July 22, 2024 | July 22, 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.
Churchill Direct Lending Fund
Report date October 13, 2026 · Filed October 13, 2026
This filing explicitly reported no securities owned.
NORTHERN TRUST CORP
Report date December 13, 2018 · Filed December 18, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirect401(k) | 8,181.4 |
Reported balance
After 2018-12-13 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-12-13 · Sale · Disposed 141.33 · Balance 8,181.4 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 46,072 |
Reported balance
After 2018-12-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-12-13 · Gift · Disposed 11,394 · Balance 46,072 F1: Reflects the December 14, 2018 distribution of 15,950 shares from the reporting person's grantor retained annuity trust to the reporting person's existing trust as an annuity payment in accordance with the terms of the GRAT instrument. |
| Common StockSEC Table I · non-derivative | Direct | 24,014 |
Reported balance
Holding disclosure · report date 2018-12-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 24,014 F2: Represents stock units payable automatically on a 1-for-1 basis in shares of the Corporation's common stock. |
| Common StockSEC Table I · non-derivative | Indirect2017 GRAT | 14,050 |
Reported balance
Holding disclosure · report date 2018-12-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 14,050 F1: Reflects the December 14, 2018 distribution of 15,950 shares from the reporting person's grantor retained annuity trust to the reporting person's existing trust as an annuity payment in accordance with the terms of the GRAT instrument. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the December 14, 2018 distribution of 15,950 shares from the reporting person's grantor retained annuity trust to the reporting person's existing trust as an annuity payment in accordance with the terms of the GRAT instrument.
F2: Represents stock units payable automatically on a 1-for-1 basis in shares of the Corporation's common stock.
Nuveen Churchill BDC V
Report date August 05, 2025 · Filed August 05, 2025
This filing explicitly reported no securities owned.
Nuveen Churchill Direct Lending Corp.
Report date January 05, 2024 · Filed January 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 26,824 |
Reported balance
After 2024-01-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-01-05 · Purchase · Acquired 4,351 · Balance 26,824 |
Nuveen Churchill Private Capital Income Fund
Report date August 28, 2023 · Filed August 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class ISEC Table I · non-derivative | IndirectBy Trust | 10,162.6 |
Reported balance
After 2023-08-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-08-28 · Purchase · Acquired 10,162.6 · Balance 10,162.6 F1: On August 1, 2023, the Reporting Person's subscription to purchase Class I Common Shares of the Issuer was accepted. On August 28, 2023, the number of shares being purchased by the Reporting Person was fixed when the purchase price per share was determined by the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 1, 2023, the Reporting Person's subscription to purchase Class I Common Shares of the Issuer was accepted. On August 28, 2023, the number of shares being purchased by the Reporting Person was fixed when the purchase price per share was determined by the Issuer.
Nuveen Churchill Private Credit Fund
Report date July 22, 2024 · Filed July 22, 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 |
|---|---|---|---|---|---|---|
| November 09, 2016 Filed Nov 10, 2016 23:40 UTC | NORTHERN TRUST CORP NTRS · Entity 1970 | Exercise / conversionEmployee Stock Option (right-to-buy) · Derivative | 35,800 | $0.00 Strike: $71.23 | $0.00 |
DisclosureSEC source: 0000073124-16-000509 · wf-form4_147882119911612.xml · derivative · entry 10 Potter Stephen N · CIK 0001378549 · President / Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,800 shares Expires 2018-02-19 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_date: This option became exercisable in four equal annual installments beginning 2/19/2009. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 23:40 UTC | NORTHERN TRUST CORP NTRS · Entity 1970 | SaleCommon Stock | 53,749 | $76.30 | $4,101,048.70 |
DisclosureSEC source: 0000073124-16-000509 · wf-form4_147882119911612.xml · nonDerivative · entry 4 Potter Stephen N · CIK 0001378549 · President / Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,018 F2 · kind: This transaction was effected pursuant to a trading plan adopted in accordance with SEC Rule 10b5-1. F4 · price: Price reflects the weighted average sales price from $76.00 to $76.61. Information regarding the number of shares sold at each separate price will be provided by the reporting person upon request. F1 · balance_after: Includes 46,018 shares representing stock units payable automatically on a 1-for-1 basis in shares of the Corporation's common stock. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 23:40 UTC | NORTHERN TRUST CORP NTRS · Entity 1970 | SaleCommon Stock | 72,321 | $75.26 | $5,442,878.46 |
DisclosureSEC source: 0000073124-16-000509 · wf-form4_147882119911612.xml · nonDerivative · entry 3 Potter Stephen N · CIK 0001378549 · President / Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,767 F2 · kind: This transaction was effected pursuant to a trading plan adopted in accordance with SEC Rule 10b5-1. F3 · price: Price reflects the weighted average sales price from $75.00 to $75.995. Information regarding the number of shares sold at each separate price will be provided by the reporting person upon request. F1 · balance_after: Includes 46,018 shares representing stock units payable automatically on a 1-for-1 basis in shares of the Corporation's common stock. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 23:40 UTC | NORTHERN TRUST CORP NTRS · Entity 1970 | Exercise / conversionCommon Stock | 90,270 | $57.54 | $5,194,135.80 |
DisclosureSEC source: 0000073124-16-000509 · wf-form4_147882119911612.xml · nonDerivative · entry 2 Potter Stephen N · CIK 0001378549 · President / Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,088 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: Includes 46,018 shares representing stock units payable automatically on a 1-for-1 basis in shares of the Corporation's common stock. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 23:40 UTC | NORTHERN TRUST CORP NTRS · Entity 1970 | Exercise / conversionCommon Stock | 35,800 | $71.23 | $2,550,034.00 |
DisclosureSEC source: 0000073124-16-000509 · wf-form4_147882119911612.xml · nonDerivative · entry 1 Potter Stephen N · CIK 0001378549 · President / Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,818 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: Includes 46,018 shares representing stock units payable automatically on a 1-for-1 basis in shares of the Corporation's common stock. 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.