Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACUITY INC. (DE)AYI · Entity 2588 | SVP, Global Head HR | September 24, 2026 | October 05, 2026 |
| LPL Financial Holdings Inc.LPLA · Entity 3160 | Managing Director | February 25, 2025 | February 27, 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.
ACUITY INC. (DE)
Report date September 24, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,687 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,687 |
LPL Financial Holdings Inc.
Report date February 25, 2025 · Filed February 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,797 |
Reported balance
After 2025-02-25 transaction · row 1
1 source rowRow 1 · 2025-02-25 · Grant · Acquired 1,797 · Balance 1,797 F1: These shares represent restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock on the applicable vesting date. These restricted stock units will vest ratably on each of February 25, 2026, February 25, 2027 and February 25, 2028. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock on the applicable vesting date. These restricted stock units will vest ratably on each of February 25, 2026, February 25, 2027 and February 25, 2028. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.
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 25, 2025 Filed Feb 27, 2025 18:18 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-25-000026 · wk-form4_1740698323.xml · nonDerivative · entry 1 Dadyar Sara · CIK 0002006945 · Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,797 F1 · shares: These shares represent restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock on the applicable vesting date. These restricted stock units will vest ratably on each of February 25, 2026, February 25, 2027 and February 25, 2028. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. 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.