Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everforth IncASGN · Entity 4808 | Director | June 13, 2024 | June 17, 2024 |
| Kayne Anderson BDC, Inc.KBDC · Entity 5031 | Director | July 19, 2024 | July 22, 2024 |
| Kayne DL 2021, Inc.None · Entity 76473 | Director | May 11, 2021 | May 13, 2021 |
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.
Everforth Inc
Report date June 13, 2024 · Filed June 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,050 |
Reported balance
After 2024-06-13 transaction · row 1
1 source rowRow 1 · 2024-06-13 · Tax withholding · Disposed 331 · Balance 12,050 F1: The director's tax withholding obligations upon vesting of restricted stock units ("RSUs") were satisfied by having the issuer withhold a number of vested shares equal to that of the director's tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: The director's tax withholding obligations upon vesting of restricted stock units ("RSUs") were satisfied by having the issuer withhold a number of vested shares equal to that of the director's tax liability.
Kayne Anderson BDC, Inc.
Report date July 19, 2024 · Filed July 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,000 |
Reported balance
After 2024-07-19 transaction · row 1
1 source rowRow 1 · 2024-07-19 · Purchase · Acquired 13,000 · Balance 13,000 |
Kayne DL 2021, Inc.
Report date May 11, 2021 · Filed May 13, 2021
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 |
|---|---|---|---|---|---|---|
| July 19, 2024 Filed Jul 22, 2024 12:20 UTC | Kayne Anderson BDC, Inc. KBDC · Entity 5031 | PurchaseCommon Stock | 13,000 | $16.14 | $209,847.30 |
DisclosureSEC source: 0001638397-24-000015 · primary_doc.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,000 Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 20:02 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 331 | $89.45 | $29,607.95 |
DisclosureSEC source: 0001188276-24-000004 · edgardoc.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,050 F1 · shares: The director's tax withholding obligations upon vesting of restricted stock units ("RSUs") were satisfied by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 03, 2024 Filed Jan 4, 2024 23:03 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 384 | $92.64 | $35,573.76 |
DisclosureSEC source: 0001188276-24-000002 · edgardoc.xml · nonDerivative · entry 3 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,381 F2 · shares: Director elected to satisfy her tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 23:03 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 332 | $95.67 | $31,762.44 |
DisclosureSEC source: 0001188276-24-000002 · edgardoc.xml · nonDerivative · entry 2 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,765 F2 · shares: Director elected to satisfy her tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 23:03 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,933 | $95.67 | $184,930.11 |
DisclosureSEC source: 0001188276-24-000002 · edgardoc.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,097 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:51 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 207 | $82.46 | $17,069.22 |
DisclosureSEC source: 0001188276-23-000002 · edgardoc.xml · nonDerivative · entry 3 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,164 F2 · shares: Director elected to satisfy her tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:51 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 385 | $82.46 | $31,747.10 |
DisclosureSEC source: 0001188276-23-000002 · edgardoc.xml · nonDerivative · entry 2 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,371 F2 · shares: Director elected to satisfy her tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:51 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,243 | $82.46 | $184,957.78 |
DisclosureSEC source: 0001188276-23-000002 · edgardoc.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,756 F1 · shares: This grant of restricted stock units vested 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 04, 2022 Filed Jan 5, 2022 23:09 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 319 | $131.26 | $41,871.94 |
DisclosureSEC source: 0001188276-22-000002 · edgardoc.xml · nonDerivative · entry 3 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,513 F2 · shares: Director elected to satisfy her tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 23:09 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 208 | $124.06 | $25,804.48 |
DisclosureSEC source: 0001188276-22-000002 · edgardoc.xml · nonDerivative · entry 2 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,832 F2 · shares: Director elected to satisfy her tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 23:09 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,209 | $124.06 | $149,988.54 |
DisclosureSEC source: 0001188276-22-000002 · edgardoc.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,040 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 21:07 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 2,250 | $103.68 | $233,270.10 |
DisclosureSEC source: 0001188276-21-000009 · edgardoc.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,831 F1 · price: The $103.6756 share price is a weighted average of numerous open market trades made at prices ranging from $103.04 to $104.00. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 00:20 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 319 | $80.56 | $25,698.64 |
DisclosureSEC source: 0001188276-21-000007 · edgardoc.xml · nonDerivative · entry 3 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,081 F1 · shares: Director elected to satisfy her tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 00:20 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,861 | $80.56 | $149,922.16 |
DisclosureSEC source: 0001188276-21-000007 · edgardoc.xml · nonDerivative · entry 2 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,400 F2 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 02, 2021 Filed Jan 6, 2021 00:20 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 361 | $83.53 | $30,154.33 |
DisclosureSEC source: 0001188276-21-000007 · edgardoc.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,539 F1 · shares: Director elected to satisfy her tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:18 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 755 | $71.19 | $53,748.45 |
DisclosureSEC source: 0001188276-20-000005 · edgardoc.xml · nonDerivative · entry 2 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,900 F2 · shares: Director elected to satisfy her tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:18 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,107 | $71.19 | $149,997.33 |
DisclosureSEC source: 0001188276-20-000005 · edgardoc.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,655 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:46 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 393 | $54.31 | $21,343.83 |
DisclosureSEC source: 0001188276-19-000002 · edgardoc.xml · nonDerivative · entry 2 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,548 F2 · shares: Director elected to satisfy her tax withholding obligations upon vesting of RSUs that were granted on 1/2/2019, by having the issuer withhold a number of vested shares equal to that of the Director's tax liability. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:46 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,301 | $54.31 | $124,967.31 |
DisclosureSEC source: 0001188276-19-000002 · edgardoc.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,941 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the Company. Read SEC document |
| December 22, 2018 Filed Dec 26, 2018 16:12 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 139 | $53.49 | $7,435.11 |
DisclosureSEC source: 0001188276-18-000002 · edgardoc.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,640 F1 · shares: Director elected to satisfy her tax withholding obligations upon vesting of RSUs that were granted on 12/22/2017, by having the issuer withhold a number of vested shares equal to that of the Director's tax liability. Read SEC document |
| December 22, 2017 Filed Dec 27, 2017 22:32 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001188276-17-000004 · edgardoc.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,779 F1 · shares: This grant of restricted stock units will vest 50% on the grant date and 50% on the one year anniversary of the grant date. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:13 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,557 | $0.00 | $0.00 |
DisclosureSEC source: 0000890564-17-000090 · wf-form4_150179478414000.xml · nonDerivative · entry 1 JOLIET MARIEL A · CIK 0001188276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,963 F1 · shares: This grant of restricted stock units will vest 50% on the grant date and 50% on the one year anniversary of the grant 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.