Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Voya Financial, Inc.VOYA · Entity 3571 | Director | May 23, 2024 | May 28, 2024 |
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 May 23, 2024 · Filed May 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,511 |
Reported balance
After 2024-05-23 transaction · row 1
1 source rowRow 1 · 2024-05-23 · Exercise / conversion · Acquired 28,264 · Balance 35,511 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-05-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-23 · Exercise / conversion · Disposed 28,264 · Balance 0 F1: Each stock unit represents a conditional right to receive one share of the company's common stock. F2: The stock units will vest based on their respective award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit represents a conditional right to receive one share of the company's common stock.
F2: The stock units will vest based on their respective award agreement.
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 23, 2024 Filed May 28, 2024 16:34 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 28,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016699 · form4.xml · derivative · entry 2 ZWIENER DAVID K · CIK 0001029169 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,264 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. F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: The stock units will vest based on their respective award agreement. F2 · derivative.expiration_date: The stock units will vest based on their respective award agreement. Read SEC document |
| May 23, 2024 Filed May 28, 2024 16:34 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 28,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016699 · form4.xml · nonDerivative · entry 1 ZWIENER DAVID K · CIK 0001029169 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,511 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. Read SEC document |
| May 25, 2023 Filed May 30, 2023 19:01 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 2,165 | $69.29 | $150,012.85 |
DisclosureSEC source: 0001127602-23-017075 · form4.xml · derivative · entry 2 ZWIENER DAVID K · CIK 0001029169 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,264 Underlying: Common Stock · 2,165 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2024 Annual Meeting of Shareholders. F2 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2024 Annual Meeting of Shareholders. Read SEC document |
| May 27, 2022 Filed May 31, 2022 21:12 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionRestricted Stock Units · Derivative | 2,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-016088 · form4.xml · derivative · entry 3 ZWIENER DAVID K · CIK 0001029169 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,099 Underlying: Common Stock · 2,147 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. F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F3 · derivative.exercise_date: The stock units will vest based on their respective award agreement. F3 · derivative.expiration_date: The stock units will vest based on their respective award agreement. Read SEC document |
| May 27, 2022 Filed May 31, 2022 21:12 UTC | Voya Financial, Inc. VOYA · Entity 3571 | Exercise / conversionCommon Stock | 2,147 | $69.14 | $148,443.58 |
DisclosureSEC source: 0001127602-22-016088 · form4.xml · nonDerivative · entry 1 ZWIENER DAVID K · CIK 0001029169 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,247 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. Read SEC document |
| May 26, 2022 Filed May 31, 2022 21:12 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 2,074 | $67.48 | $139,953.52 |
DisclosureSEC source: 0001127602-22-016088 · form4.xml · derivative · entry 2 ZWIENER DAVID K · CIK 0001029169 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,246 Underlying: Common Stock · 2,074 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: 100% of the restricted stock units will vest on May 26, 2023. F2 · derivative.expiration_date: 100% of the restricted stock units will vest on May 26, 2023. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 16:12 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 2,147 | $65.18 | $139,941.46 |
DisclosureSEC source: 0001127602-21-018466 · form4.xml · derivative · entry 2 ZWIENER DAVID K · CIK 0001029169 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,172 Underlying: Common Stock · 2,147 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: 100% of the restricted stock units will vest on May 27, 2022. F2 · derivative.expiration_date: 100% of the restricted stock units will vest on May 27, 2022. Read SEC document |
| May 21, 2020 Filed May 22, 2020 16:20 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 3,300 | $42.42 | $139,986.00 |
DisclosureSEC source: 0001127602-20-017766 · form4.xml · derivative · entry 2 ZWIENER DAVID K · CIK 0001029169 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,025 Underlying: Common Stock · 3,300 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: 100% of the restricted stock units will vest on May 21, 2021. F2 · derivative.expiration_date: 100% of the restricted stock units will vest on May 21, 2021. Read SEC document |
| May 23, 2019 Filed May 28, 2019 16:35 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 2,653 | $52.76 | $139,972.28 |
DisclosureSEC source: 0001127602-19-020018 · form4.xml · derivative · entry 2 ZWIENER DAVID K · CIK 0001029169 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,725 Underlying: Common Stock · 2,653 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: 100% of the restricted stock units will vest on May 23, 2020. F2 · derivative.expiration_date: 100% of the restricted stock units will vest on May 23, 2020. Read SEC document |
| May 30, 2018 Filed May 31, 2018 16:51 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 2,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019353 · form4.xml · derivative · entry 2 ZWIENER DAVID K · CIK 0001029169 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,072 Underlying: Common Stock · 2,686 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: 100% of the restricted stock units will vest on May 30, 2019. F2 · derivative.expiration_date: 100% of the restricted stock units will vest on May 30, 2019. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 17:35 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantRestricted Stock Units · Derivative | 3,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013611 · form4.xml · derivative · entry 2 ZWIENER DAVID K · CIK 0001029169 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,386 Underlying: Common Stock · 3,029 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: 100% of the restricted stock units will vest on March 31, 2018. F2 · derivative.expiration_date: 100% of the restricted stock units will vest on March 31, 2018. 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.