Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Booz Allen Hamilton Holding CorpBAH · Entity 3574 | EVP & Chief Financial Officer | September 09, 2022 | September 12, 2022 |
| GE HealthCare Technologies Inc.GEHC · Entity 1711 | Director | May 28, 2025 | May 30, 2025 |
| INTEGRA LIFESCIENCES HOLDINGS CORPIART · Entity 2707 | Director | May 13, 2020 | May 15, 2020 |
| MOODYS CORP /DE/MCO · Entity 386 | Director | June 06, 2025 | June 09, 2025 |
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.
Booz Allen Hamilton Holding Corp
Report date September 09, 2022 · Filed September 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 164,746 |
Last balance in matching sequence
After 2022-09-12 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2022-09-09 · Exercise / conversion · Acquired 9,037 · Balance 173,783 F1: The exercise of options reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F2: Includes restricted stock units. Row 2 · 2022-09-09 · Sale · Disposed 9,037 · Balance 164,746 F3: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97 to $97.5, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or 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 this footnote. F2: Includes restricted stock units. Row 3 · 2022-09-12 · Exercise / conversion · Acquired 7,035 · Balance 171,781 F1: The exercise of options reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F2: Includes restricted stock units. Row 4 · 2022-09-12 · Sale · Disposed 7,035 · Balance 164,746 F3: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F2: Includes restricted stock units. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.95 · Expires 2027-05-19 | Direct | 7,035 |
Reported balance
After 2022-09-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-09-09 · Exercise / conversion · Disposed 9,037 · Balance 7,035 F5: All options were fully vested and exercisable. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.95 · Expires 2027-05-19 | Direct | 0 |
Reported balance
After 2022-09-12 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-09-12 · Exercise / conversion · Disposed 7,035 · Balance 0 F5: All options were fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The exercise of options reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022.
F2: Includes restricted stock units.
F3: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97 to $97.5, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or 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 this footnote.
F5: All options were fully vested and exercisable.
GE HealthCare Technologies Inc.
Report date May 28, 2025 · Filed May 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 9,116 |
Reported balance
After 2025-05-28 transaction · row 1
1 source rowRow 1 · 2025-05-28 · Grant · Acquired 3,092 · Balance 9,116 F1: Award of restricted stock units with respect to GE HealthCare Technologies Inc. ("GE HealthCare") common stock, of which 100% will vest on the earlier of: (i) the date of GE HealthCare's next annual meeting of stockholders and (ii) May 28, 2026. Settlement of vested restricted stock units may be deferred by the reporting person, in which case, settlement will occur pursuant to the reporting person's applicable deferral election in accordance with GE HealthCare's Non-Employee Director Compensation and Benefits Plan. F2: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units with respect to GE HealthCare Technologies Inc. ("GE HealthCare") common stock, of which 100% will vest on the earlier of: (i) the date of GE HealthCare's next annual meeting of stockholders and (ii) May 28, 2026. Settlement of vested restricted stock units may be deferred by the reporting person, in which case, settlement will occur pursuant to the reporting person's applicable deferral election in accordance with GE HealthCare's Non-Employee Director Compensation and Benefits Plan.
F2: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock.
INTEGRA LIFESCIENCES HOLDINGS CORP
Report date May 13, 2020 · Filed May 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,420 |
Reported balance
After 2020-05-13 transaction · row 1
1 source rowRow 1 · 2020-05-13 · Grant · Acquired 791 · Balance 40,420 |
| Commpon StockSEC Table I · non-derivative | Direct | 44,638 |
Reported balance
After 2020-05-13 transaction · row 2
1 source rowRow 2 · 2020-05-13 · Grant · Acquired 4,218 · Balance 44,638 |
MOODYS CORP /DE/
Report date June 06, 2025 · Filed June 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,866.392 |
Reported balance
After 2025-06-06 transaction · row 1
1 source rowRow 1 · 2025-06-06 · Grant · Acquired 2.39 · Balance 2,866.392 F1: RSU deferred dividend reinvestment accrual. |
| Dividend EquivalentSEC Table II · derivative / convertible security | Direct | 1.754 |
Reported balance
After 2025-06-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-06-06 · Grant · Acquired 0.835 · Balance 1.754 F2: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. |
Filing footnotes · ownership attribution and instrument terms
F1: RSU deferred dividend reinvestment accrual.
F2: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award.
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 |
|---|---|---|---|---|---|---|
| May 19, 2017 Filed May 24, 2017 00:36 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantEmployee Stock Option (right to buy) · Derivative | 52,761 | $0.00 Strike: $35.95 | $0.00 |
DisclosureSEC source: 0001443646-17-000054 · wf-form4_149558616724945.xml · derivative · entry 5 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,761 Underlying: Class A Common Stock · 52,761 shares Expires 2027-05-19 F7 · derivative.exercise_date: The options vest and become exercisable, subject to the Reporting Person's continued employment, ratably on March 31, 2018, 2019, 2020, 2021 and 2022. These options fully vest and become exercisable immediately prior to the effective date of certain change in control events. Read SEC document |
| May 19, 2017 Filed May 24, 2017 00:36 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 9,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-17-000054 · wf-form4_149558616724945.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,599 F1 · shares: Grant of restricted stock units under the Issuer's Second Amended and Restated Equity Incentive Plan exempt under Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock upon vesting. One-third of these restricted stock units are scheduled to vest on each of March 31, 2018, 2019 and 2020, subject to the Reporting Person's continued employment and the Issuer's achievement of at least $1.00 in net income in the fiscal year ending on the vesting date or any prior fiscal year during the vesting period. F2 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:41 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 26,998 | $35.39 | $955,459.22 |
DisclosureSEC source: 0001443646-17-000029 · wf-form4_149133487897120.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,864 F1 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| December 06, 2016 Filed Dec 7, 2016 22:11 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 88,980 | $0.00 Strike: $4.28 | $0.00 |
DisclosureSEC source: 0001443646-16-000219 · wf-form4_148114870240678.xml · derivative · entry 4 HOWELL LLOYD JR · CIK 0001505488 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,140 Underlying: Class A Common Stock · 88,980 shares Expires 2018-11-19 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. F4 · derivative.exercise_date: All options are currently vested. Options vested and became exercisable ratably on June 30, 2009, 2010, 2011, 2012 and 2013, subject to the Reporting Person's continued employment, and, in certain circumstances, achievement of EBITDA or cash flow performance goals. Read SEC document |
| December 06, 2016 Filed Dec 7, 2016 22:11 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 88,980 | $37.79 | $3,362,910.12 |
DisclosureSEC source: 0001443646-16-000219 · wf-form4_148114870240678.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,862 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.78 to $37.835593, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or 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 this footnote. F1 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| December 06, 2016 Filed Dec 7, 2016 22:11 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionClass A Common Stock | 88,980 | $4.28 | $380,834.40 |
DisclosureSEC source: 0001443646-16-000219 · wf-form4_148114870240678.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 434,842 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 shares of Class A restricted common stock and restricted stock units. Read SEC document |
| November 30, 2016 Filed Dec 5, 2016 21:13 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GiftCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153338 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,048 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.