Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRIGHT HORIZONS FAMILY SOLUTIONS INC.BFAM · Entity 531 | Director | September 02, 2026 | September 02, 2026 |
| Burlington Stores, Inc.BURL · Entity 1691 | Director | May 21, 2025 | May 23, 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.
BRIGHT HORIZONS FAMILY SOLUTIONS INC.
Report date September 02, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,329 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Sale · Disposed 6,000 · Balance 14,329 |
Burlington Stores, Inc.
Report date May 21, 2025 · Filed May 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,085 |
Reported balance
After 2025-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-21 · Grant · Acquired 658 · Balance 12,085 F1: Restricted stock units granted on May 21, 2025, vesting 100% on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted on May 21, 2025, vesting 100% on the first anniversary of the grant date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
1Life Healthcare Inc
Report date February 22, 2023 · Filed February 24, 2023
Section 16 reporting ended · disclosed 2023-02-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-02-22 transaction · row 1
1 source rowRow 1 · 2023-02-22 · Disposition to issuer · Disposed 47,298 · Balance 0 F1: Reflects disposition of Issuer common stock with the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 20, 2022, by and among Issuer, Amazon.com, Inc. ("Parent") and Negroni Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger (the "Merger") between Issuer and Merger Sub on February 22, 2023. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each share of Issuer common stock, par value $0.001 per share ("Shares") issued and outstanding immediately prior to the Effective Time was converted automatically into the right to receive $18.00 in cash, without interest (the "Merger Consideration"). |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.63 · Expires 2030-11-26 | Direct | 0 |
Reported balance
After 2023-02-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-02-22 · Disposition to issuer · Disposed 12,214 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option ("Option") to purchase Shares granted under any of the Issuer's 2007 Equity Incentive Plan, 2017 Equity Incentive Plan, 2020 Equity Incentive Plan and the Iora Third Amended and Restated 2011 Equity Incentive Plan (collective, the "Issuer Stock Plans") or portion thereof that was vested or became vested as of the Effective Time, and had an exercise price per Share that is less than the Merger Consideration, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the amount by which the Merger Consideration exceeds the applicable exercise price per Share of such Option and (ii) the aggregate number of Shares issuable upon exercise of such Option or portion thereof, subject to any required withholding of taxes. F3: The shares subject to the option are fully vested and immediately exercisable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-02-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-02-22 · Disposition to issuer · Disposed 6,602 · Balance 0 F4: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. RSUs convert into the issuer's common stock on a one-for-one basis. F5: The RSUs vest in equal annual installments over three years on the anniversary of the vesting commencement date, subject to the reporting person's continuous service as of each such date. At the Effective Time, each outstanding RSU that was unvested was accelerated in full and was automatically converted in to the right to receive the Merger Consideration. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-02-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-02-22 · Disposition to issuer · Disposed 20,728 · Balance 0 F4: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. RSUs convert into the issuer's common stock on a one-for-one basis. F6: The RSUs vest on the earlier of (i) the date of the issuer's next annual meeting of stockholders (or the date immediately prior to the next annual meeting of stockholders if the reporting person's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election); or (ii) the one-year anniversary measured from the date of grant. At the Effective Time, each outstanding RSU that was unvested was accelerated in full and was automatically converted in to the right to receive the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition of Issuer common stock with the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 20, 2022, by and among Issuer, Amazon.com, Inc. ("Parent") and Negroni Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger (the "Merger") between Issuer and Merger Sub on February 22, 2023. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each share of Issuer common stock, par value $0.001 per share ("Shares") issued and outstanding immediately prior to the Effective Time was converted automatically into the right to receive $18.00 in cash, without interest (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option ("Option") to purchase Shares granted under any of the Issuer's 2007 Equity Incentive Plan, 2017 Equity Incentive Plan, 2020 Equity Incentive Plan and the Iora Third Amended and Restated 2011 Equity Incentive Plan (collective, the "Issuer Stock Plans") or portion thereof that was vested or became vested as of the Effective Time, and had an exercise price per Share that is less than the Merger Consideration, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the amount by which the Merger Consideration exceeds the applicable exercise price per Share of such Option and (ii) the aggregate number of Shares issuable upon exercise of such Option or portion thereof, subject to any required withholding of taxes.
F3: The shares subject to the option are fully vested and immediately exercisable.
F4: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. RSUs convert into the issuer's common stock on a one-for-one basis.
F5: The RSUs vest in equal annual installments over three years on the anniversary of the vesting commencement date, subject to the reporting person's continuous service as of each such date. At the Effective Time, each outstanding RSU that was unvested was accelerated in full and was automatically converted in to the right to receive the Merger Consideration.
F6: The RSUs vest on the earlier of (i) the date of the issuer's next annual meeting of stockholders (or the date immediately prior to the next annual meeting of stockholders if the reporting person's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election); or (ii) the one-year anniversary measured from the date of grant. At the Effective Time, each outstanding RSU that was unvested was accelerated in full and was automatically converted in to the right to receive the Merger Consideration.
Civitas Solutions, Inc.
Report date March 08, 2019 · Filed March 12, 2019
Section 16 reporting ended · disclosed 2019-03-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-08 transaction · row 1
1 source rowRow 1 · 2019-03-08 · Disposition to issuer · Disposed 22,079 · Balance 0 F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated as of December 18, 2018 (the "Merger Agreement"), by and among Civitas Solutions, Inc. (the "Company"), Celtic Tier II Corp. and Celtic Intermediate Corp. (the "Effective Time"), each issued and outstanding share of common stock of the Company (the "Common Stock") held by the reporting person was converted into the right to receive $17.75 in cash. Includes 7,958 restricted stock units ("RSU") that were scheduled to vest on March 9, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated as of December 18, 2018 (the "Merger Agreement"), by and among Civitas Solutions, Inc. (the "Company"), Celtic Tier II Corp. and Celtic Intermediate Corp. (the "Effective Time"), each issued and outstanding share of common stock of the Company (the "Common Stock") held by the reporting person was converted into the right to receive $17.75 in cash. Includes 7,958 restricted stock units ("RSU") that were scheduled to vest on March 9, 2019.
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 |
|---|---|---|---|---|---|---|
| April 11, 2017 Filed Apr 12, 2017 20:07 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionOption to Purchase Common Stock · Derivative | 6,666 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001562180-17-001501 · primarydocument.xml · derivative · entry 3 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,465 Underlying: Common Stock · 6,666 shares Expires 2022-04-04 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 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. F3 · derivative.exercise_date: The option to purchase shares is fully vested. Read SEC document |
| April 11, 2017 Filed Apr 12, 2017 20:07 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | SaleCommon Stock | 6,666 | $71.23 | $474,819.18 |
DisclosureSEC source: 0001562180-17-001501 · primarydocument.xml · nonDerivative · entry 2 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,802 F1 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $71.15 to $71.38. The price reported above reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 11, 2017 Filed Apr 12, 2017 20:07 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionCommon Stock | 6,666 | $14.54 | $96,923.64 |
DisclosureSEC source: 0001562180-17-001501 · primarydocument.xml · nonDerivative · entry 1 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,468 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 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:10 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionOption to Purchase Common Stock · Derivative | 6,666 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001562180-17-001261 · primarydocument.xml · derivative · entry 3 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,131 Underlying: Common Stock · 6,666 shares Expires 2022-04-04 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 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. F3 · derivative.exercise_date: The option to purchase shares is fully vested. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:10 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | SaleCommon Stock | 6,666 | $69.37 | $462,420.42 |
DisclosureSEC source: 0001562180-17-001261 · primarydocument.xml · nonDerivative · entry 2 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,802 F1 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $69.09 to $69.54. The price reported above reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:10 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionCommon Stock | 6,666 | $14.54 | $96,923.64 |
DisclosureSEC source: 0001562180-17-001261 · primarydocument.xml · nonDerivative · entry 1 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,468 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 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 23:45 UTC | Civitas Solutions, Inc. CIVI · Entity 159167 | GrantCommon Stock | 5,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018976 · doc4.xml · nonDerivative · entry 1 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,121 F1 · shares: Represents restricted stock units issued to the reporting person. The restricted stock units are subject to the terms and conditions of the Civitas Solutions, Inc. 2014 Omnibus Incentive Plan and will vest on March 3, 2018. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 21:11 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Tax withholdingCommon Stock | 20,864 | $70.91 | $1,479,466.24 |
DisclosureSEC source: 0001562180-17-000216 · primarydocument.xml · nonDerivative · entry 1 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,702 F1 · shares: Shares withheld to satisfy tax withholding obligation arising upon the vesting of restricted stock. Read SEC document |
| January 06, 2017 Filed Jan 18, 2017 22:05 UTC Amendment | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Tax withholdingCommon Stock | 21,764 | $70.91 | $1,543,285.24 |
DisclosureSEC source: 0001562180-17-000257 · primarydocument.xml · nonDerivative · entry 1 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,802 F1 · shares: Shares withheld to satisfy tax withholding obligation arising upon the vesting of restricted stock. This Form 4 is being filed to correct the amount of shares withheld which were incorrectly stated in the original Form 4 filed with the SEC on January 10, 2017. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 22:36 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionOption to Purchase Common Stock · Derivative | 4,100 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001562180-16-003514 · primarydocument.xml · derivative · entry 7 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,797 Underlying: Common Stock · 4,100 shares Expires 2022-04-04 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 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. F3 · derivative.exercise_date: The option to purchase shares is fully vested Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 22:36 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | SaleCommon Stock | 4,100 | $72.01 | $295,241.00 |
DisclosureSEC source: 0001562180-16-003514 · primarydocument.xml · nonDerivative · entry 5 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,566 F1 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $72.00 to $72.09. The price reported above reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 22:36 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionCommon Stock | 4,100 | $14.54 | $59,614.00 |
DisclosureSEC source: 0001562180-16-003514 · primarydocument.xml · nonDerivative · entry 4 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,666 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 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 22:36 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionOption to Purchase Common Stock · Derivative | 5,900 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001562180-16-003514 · primarydocument.xml · derivative · entry 6 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,897 Underlying: Common Stock · 5,900 shares Expires 2022-04-04 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 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. F3 · derivative.exercise_date: The option to purchase shares is fully vested Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 22:36 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | SaleCommon Stock | 900 | $72.00 | $64,800.00 |
DisclosureSEC source: 0001562180-16-003514 · primarydocument.xml · nonDerivative · entry 3 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,566 F1 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 22:36 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | SaleCommon Stock | 5,000 | $71.00 | $355,000.00 |
DisclosureSEC source: 0001562180-16-003514 · primarydocument.xml · nonDerivative · entry 2 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,466 F1 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 22:36 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionCommon Stock | 5,900 | $14.54 | $85,786.00 |
DisclosureSEC source: 0001562180-16-003514 · primarydocument.xml · nonDerivative · entry 1 TOCIO MARY ANN · CIK 0001193293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,466 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 · kind: These trades were made pursuant to a Rule 10b5-1 trading plan. 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.