Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acadian Asset Management Inc.BSIG · Entity 4180 | Head of Finance/PAO | February 14, 2020 | February 19, 2020 |
| BrightSphere Investment Group plcBSIG · Entity 156504 | Head of Finance/PAO | February 15, 2019 | February 20, 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.
Acadian Asset Management Inc.
Report date February 14, 2020 · Filed February 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,867 |
Ending reported balance
After 2020-02-18 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2020-02-15 · Exercise / conversion · Acquired 2,284 · Balance 11,041 Row 2 · 2020-02-18 · Sale · Disposed 237 · Balance 10,804 F1: Represents shares sold by the reporting person to cover tax withholding obligations upon the vesting of restricted shares. Row 3 · 2020-02-18 · Sale · Disposed 936 · Balance 9,868 F1: Represents shares sold by the reporting person to cover tax withholding obligations upon the vesting of restricted shares. Row 4 · 2020-02-18 · Sale · Disposed 1 · Balance 9,867 F1: Represents shares sold by the reporting person to cover tax withholding obligations upon the vesting of restricted shares. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 21,899 |
Reported balance
After 2020-02-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-02-14 · Grant · Acquired 15,049 · Balance 21,899 F2: Each restricted stock unit represents a right to receive one share of common stock of BrightSphere Investment Group Inc. F3: The restricted stock units vest in equal annual installments over a three-year period with 1/3 of the restricted stock units vesting on each of February 14, 2021, February 14, 2022 and February 14, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 19,615 |
Reported balance
After 2020-02-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-02-15 · Exercise / conversion · Disposed 2,284 · Balance 19,615 F2: Each restricted stock unit represents a right to receive one share of common stock of BrightSphere Investment Group Inc. F5: On February 15, 2019, the reporting person was granted 6,850 restricted stock units, vesting in equal annual installments over a three-year period with 1/3 of the restricted stock units vesting on each of February 15, 2020, February 15, 2021 and February 15, 2022. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $12.00 · Expires 2025-02-14 | Direct | 125,000 |
Reported balance
After 2020-02-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-02-14 · Grant · Acquired 125,000 · Balance 125,000 F4: On February 14, 2020, the reporting person was granted an option to purchase 125,000 shares of common stock of BrightSphere Investment Group Inc. The option vests in five equal installments, with the first tranche vesting immediately and the following tranches vesting on each of December 31, 2020, December 31, 2021, December 31, 2022 and December 31, 2023, subject to the terms of the award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares sold by the reporting person to cover tax withholding obligations upon the vesting of restricted shares.
F2: Each restricted stock unit represents a right to receive one share of common stock of BrightSphere Investment Group Inc.
F3: The restricted stock units vest in equal annual installments over a three-year period with 1/3 of the restricted stock units vesting on each of February 14, 2021, February 14, 2022 and February 14, 2023.
F4: On February 14, 2020, the reporting person was granted an option to purchase 125,000 shares of common stock of BrightSphere Investment Group Inc. The option vests in five equal installments, with the first tranche vesting immediately and the following tranches vesting on each of December 31, 2020, December 31, 2021, December 31, 2022 and December 31, 2023, subject to the terms of the award agreement.
F5: On February 15, 2019, the reporting person was granted 6,850 restricted stock units, vesting in equal annual installments over a three-year period with 1/3 of the restricted stock units vesting on each of February 15, 2020, February 15, 2021 and February 15, 2022.
BrightSphere Investment Group plc
Report date February 15, 2019 · Filed February 20, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary sharesSEC Table I · non-derivative | Direct | 8,382 |
Ending reported balance
After 2019-02-19 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-02-19 · Sale · Disposed 285 · Balance 8,626 F1: The shares were sold pursuant to a sales plan adopted by the reporting person and intended to comply with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2: Represents shares sold by the reporting person to cover tax withholding obligations upon the vesting of restricted shares. Row 2 · 2019-02-19 · Sale · Disposed 1 · Balance 8,625 F1: The shares were sold pursuant to a sales plan adopted by the reporting person and intended to comply with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2: Represents shares sold by the reporting person to cover tax withholding obligations upon the vesting of restricted shares. Row 3 · 2019-02-19 · Sale · Disposed 243 · Balance 8,382 F1: The shares were sold pursuant to a sales plan adopted by the reporting person and intended to comply with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2: Represents shares sold by the reporting person to cover tax withholding obligations upon the vesting of restricted shares. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 6,850 |
Reported balance
After 2019-02-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-02-15 · Grant · Acquired 6,850 · Balance 6,850 F3: Each restricted share unit represents a right to receive one ordinary share of BrightSphere Investment Group plc. F4: Consists of restricted share units issued under the BrightSphere Investment Group plc 2017 Equity Incentive Plan. F5: The restricted share units vest in equal annual installments over a three-year period with 1/3 of the restricted share units vesting on each of February 15, 2020, February 15, 2021 and February 15, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold pursuant to a sales plan adopted by the reporting person and intended to comply with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended.
F2: Represents shares sold by the reporting person to cover tax withholding obligations upon the vesting of restricted shares.
F3: Each restricted share unit represents a right to receive one ordinary share of BrightSphere Investment Group plc.
F4: Consists of restricted share units issued under the BrightSphere Investment Group plc 2017 Equity Incentive Plan.
F5: The restricted share units vest in equal annual installments over a three-year period with 1/3 of the restricted share units vesting on each of February 15, 2020, February 15, 2021 and February 15, 2022.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CRA INTERNATIONAL, INC.
Report date April 11, 2025 · Filed April 15, 2025
Section 16 reporting ended · disclosed 2025-04-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,782 |
Ending reported balance
After 2025-04-11 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-04-04 · Exercise / conversion · Acquired 361.7442 · Balance 13,954.7442 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock; vested RSUs are payable in the form of cash, shares of the Issuer's common stock or a combination thereof, except as otherwise indicated below. To the extent vested RSUs are paid in shares of the Issuer's common stock, such shares will be delivered to the reporting person as soon as possible after vesting, but in no event later than two and one-half months after the end of the year in which vesting occurs, subject to the collection of withholding taxes. Dividend equivalent rights accrue with respect to unvested RSUs in the form of additional RSUs ("Dividend Units") when and as dividends are paid on the Issuer's common stock, and Dividend Units vest on the same dates and in the same relative proportions as the RSUs on which they accrue. Row 2 · 2025-04-11 · Disposition to issuer · Disposed 8.7442 · Balance 13,946 Row 3 · 2025-04-11 · Tax withholding · Disposed 164 · Balance 13,782 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 722.4636 |
Reported balance
After 2025-04-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-04-11 · Exercise / conversion · Disposed 361.7442 · Balance 722.4636 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock; vested RSUs are payable in the form of cash, shares of the Issuer's common stock or a combination thereof, except as otherwise indicated below. To the extent vested RSUs are paid in shares of the Issuer's common stock, such shares will be delivered to the reporting person as soon as possible after vesting, but in no event later than two and one-half months after the end of the year in which vesting occurs, subject to the collection of withholding taxes. Dividend equivalent rights accrue with respect to unvested RSUs in the form of additional RSUs ("Dividend Units") when and as dividends are paid on the Issuer's common stock, and Dividend Units vest on the same dates and in the same relative proportions as the RSUs on which they accrue. F2: The RSUs, which include an aggregate of 17.4636 Dividend Units, vest in two equal annual installments beginning on April 11, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 456.0486 |
Reported balance
Holding disclosure · report date 2025-04-11 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 456.0486 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock; vested RSUs are payable in the form of cash, shares of the Issuer's common stock or a combination thereof, except as otherwise indicated below. To the extent vested RSUs are paid in shares of the Issuer's common stock, such shares will be delivered to the reporting person as soon as possible after vesting, but in no event later than two and one-half months after the end of the year in which vesting occurs, subject to the collection of withholding taxes. Dividend equivalent rights accrue with respect to unvested RSUs in the form of additional RSUs ("Dividend Units") when and as dividends are paid on the Issuer's common stock, and Dividend Units vest on the same dates and in the same relative proportions as the RSUs on which they accrue. F3: The RSUs, which include an aggregate of 17.0486 Dividend Units, vest on March 10, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 657.5735 |
Reported balance
Holding disclosure · report date 2025-04-11 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 657.5735 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock; vested RSUs are payable in the form of cash, shares of the Issuer's common stock or a combination thereof, except as otherwise indicated below. To the extent vested RSUs are paid in shares of the Issuer's common stock, such shares will be delivered to the reporting person as soon as possible after vesting, but in no event later than two and one-half months after the end of the year in which vesting occurs, subject to the collection of withholding taxes. Dividend equivalent rights accrue with respect to unvested RSUs in the form of additional RSUs ("Dividend Units") when and as dividends are paid on the Issuer's common stock, and Dividend Units vest on the same dates and in the same relative proportions as the RSUs on which they accrue. F4: The RSU's, which include an aggregate of 24.5735 Dividend Units, vest on March 10, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,268.6636 |
Reported balance
Holding disclosure · report date 2025-04-11 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,268.6636 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock; vested RSUs are payable in the form of cash, shares of the Issuer's common stock or a combination thereof, except as otherwise indicated below. To the extent vested RSUs are paid in shares of the Issuer's common stock, such shares will be delivered to the reporting person as soon as possible after vesting, but in no event later than two and one-half months after the end of the year in which vesting occurs, subject to the collection of withholding taxes. Dividend equivalent rights accrue with respect to unvested RSUs in the form of additional RSUs ("Dividend Units") when and as dividends are paid on the Issuer's common stock, and Dividend Units vest on the same dates and in the same relative proportions as the RSUs on which they accrue. F5: The RSUs, which include an aggregate of 30.6636 Dividend Units, vest in two equal annual installments beginning on April 11, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,635.7973 |
Reported balance
Holding disclosure · report date 2025-04-11 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 1,635.7973 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock; vested RSUs are payable in the form of cash, shares of the Issuer's common stock or a combination thereof, except as otherwise indicated below. To the extent vested RSUs are paid in shares of the Issuer's common stock, such shares will be delivered to the reporting person as soon as possible after vesting, but in no event later than two and one-half months after the end of the year in which vesting occurs, subject to the collection of withholding taxes. Dividend equivalent rights accrue with respect to unvested RSUs in the form of additional RSUs ("Dividend Units") when and as dividends are paid on the Issuer's common stock, and Dividend Units vest on the same dates and in the same relative proportions as the RSUs on which they accrue. F6: The RSUs, which include an aggregate of 16.7973 Dividend Units, vest in four equal annual installments beginning on April 29, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock; vested RSUs are payable in the form of cash, shares of the Issuer's common stock or a combination thereof, except as otherwise indicated below. To the extent vested RSUs are paid in shares of the Issuer's common stock, such shares will be delivered to the reporting person as soon as possible after vesting, but in no event later than two and one-half months after the end of the year in which vesting occurs, subject to the collection of withholding taxes. Dividend equivalent rights accrue with respect to unvested RSUs in the form of additional RSUs ("Dividend Units") when and as dividends are paid on the Issuer's common stock, and Dividend Units vest on the same dates and in the same relative proportions as the RSUs on which they accrue.
F2: The RSUs, which include an aggregate of 17.4636 Dividend Units, vest in two equal annual installments beginning on April 11, 2026.
F3: The RSUs, which include an aggregate of 17.0486 Dividend Units, vest on March 10, 2026.
F4: The RSU's, which include an aggregate of 24.5735 Dividend Units, vest on March 10, 2026.
F5: The RSUs, which include an aggregate of 30.6636 Dividend Units, vest in two equal annual installments beginning on April 11, 2026.
F6: The RSUs, which include an aggregate of 16.7973 Dividend Units, vest in four equal annual installments beginning on April 29, 2025.
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 15, 2017 Filed Feb 15, 2017 17:58 UTC | BrightSphere Investment Group plc OMAM · Entity 156504 | GrantOrdinary shares | 2,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001611702-17-000016 · wf-form4_148719950620309.xml · nonDerivative · entry 3 Mahoney Daniel K. · CIK 0001620413 · CAO/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,074 F5 · shares: Consists of a restricted share award issued under the OM Asset Management plc Equity Incentive Plan. The restricted share award vests in equal annual installments over a three-year period with 1/3 of the restricted share award vesting on each of February 15, 2018, February 15, 2019 and February 15, 2020. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 17:58 UTC | BrightSphere Investment Group plc OMAM · Entity 156504 | SaleOrdinary shares | 127 | $14.93 | $1,895.73 |
DisclosureSEC source: 0001611702-17-000016 · wf-form4_148719950620309.xml · nonDerivative · entry 2 Mahoney Daniel K. · CIK 0001620413 · CAO/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,628 F1 · kind: The shares were sold pursuant to a sales plan adopted by the reporting person and intended to comply with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2 · shares: Represents shares sold by the reporting person to cover tax withholding obligations upon the vesting of restricted shares. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.82 to $15.0401, inclusive. The reporting person undertakes to provide to OM Asset Management plc, any security holder of OM Asset Management plc, 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 footnotes (3) and (4) to this Form 4. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 17:58 UTC | BrightSphere Investment Group plc OMAM · Entity 156504 | SaleOrdinary shares | 211 | $14.98 | $3,160.32 |
DisclosureSEC source: 0001611702-17-000016 · wf-form4_148719950620309.xml · nonDerivative · entry 1 Mahoney Daniel K. · CIK 0001620413 · CAO/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,755 F1 · kind: The shares were sold pursuant to a sales plan adopted by the reporting person and intended to comply with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2 · shares: Represents shares sold by the reporting person to cover tax withholding obligations upon the vesting of restricted shares. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.88 to $15.10, inclusive. The reporting person undertakes to provide to OM Asset Management plc, any security holder of OM Asset Management plc, 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 footnotes (3) and (4) to this Form 4. 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.