Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Voya Financial, Inc.VOYA · Entity 3571 | See Remarks | February 18, 2025 | February 20, 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.
Voya Financial, Inc.
Report date February 18, 2025 · Filed February 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,462.005 |
Ending reported balance
After 2025-02-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-02-18 · Exercise / conversion · Acquired 2,342 · Balance 7,700.005 F1: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Row 2 · 2025-02-18 · Exercise / conversion · Acquired 3,399 · Balance 11,099.005 F1: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Row 3 · 2025-02-18 · Tax withholding · Disposed 2,637 · Balance 8,462.005 |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 6,091 |
Reported balance
After 2025-02-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-18 · Exercise / conversion · Disposed 2,342 · Balance 6,091 F2: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,777 |
Reported balance
After 2025-02-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-02-18 · Exercise / conversion · Disposed 3,399 · Balance 3,777 F3: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date. |
| Performance-Based Stock OptionsSEC Table II · derivative / convertible security | Direct | 21,352 |
Reported balance
Holding disclosure · report date 2025-02-18 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 21,352 F4: The options vest based on the conditions set forth in their respective agreements. |
Filing footnotes · ownership attribution and instrument terms
F1: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.
F2: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.
F3: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.
F4: The options vest based on the conditions set forth in their respective agreements.
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 18, 2025 Filed Feb 20, 2025 16:16 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 3,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005965 · form4.xml · derivative · entry 5 O'Neill Francis G. · CIK 0002032324 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,777 Underlying: Common Stock · 3,399 shares Expires not disclosed 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. F3 · derivative.exercise_price: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date. F3 · derivative.exercise_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date. F3 · derivative.expiration_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:16 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionPerformance Stock Unit · Derivative | 2,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005965 · form4.xml · derivative · entry 4 O'Neill Francis G. · CIK 0002032324 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,091 Underlying: Common Stock · 2,342 shares Expires not disclosed 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 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F2 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. F2 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:16 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 2,637 | $75.67 | $199,541.79 |
DisclosureSEC source: 0001127602-25-005965 · form4.xml · nonDerivative · entry 3 O'Neill Francis G. · CIK 0002032324 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,462.005 Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:16 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 3,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005965 · form4.xml · nonDerivative · entry 2 O'Neill Francis G. · CIK 0002032324 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,099.005 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 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:16 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 2,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005965 · form4.xml · nonDerivative · entry 1 O'Neill Francis G. · CIK 0002032324 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,700.005 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 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| November 29, 2024 Filed Dec 10, 2024 16:03 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028959 · form4.xml · derivative · entry 3 O'Neill Francis G. · CIK 0002032324 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,176 Underlying: Common Stock · 454 shares Expires not disclosed 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 · derivative.exercise_price: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date. F2 · derivative.exercise_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date. F2 · derivative.expiration_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date. Read SEC document |
| November 29, 2024 Filed Dec 10, 2024 16:03 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Tax withholdingCommon Stock | 202 | $83.00 | $16,766.00 |
DisclosureSEC source: 0001127602-24-028959 · form4.xml · nonDerivative · entry 2 O'Neill Francis G. · CIK 0002032324 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,358.005 Read SEC document |
| November 29, 2024 Filed Dec 10, 2024 16:03 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028959 · form4.xml · nonDerivative · entry 1 O'Neill Francis G. · CIK 0002032324 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,560.005 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 · shares: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 16:08 UTC | Voya Financial, Inc. VOYA · Entity 3571 | PurchaseCommon Stock | 142 | $74.57 | $10,588.37 |
DisclosureSEC source: 0001127602-24-024668 · form4.xml · nonDerivative · entry 1 O'Neill Francis G. · CIK 0002032324 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,106.005 F1 · shares: These shares were purchased under the reporting person's employee stock purchase plan and the reporting person has withdrawn from the next offering period. 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.