Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ELI LILLY & CoLLY · Entity 2794 | EVP, Chief People Officer | September 02, 2026 | September 04, 2026 |
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.
ELI LILLY & Co
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,239.212 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Gift · Disposed 216 · Balance 14,239.212 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 413.44 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 413.44 |
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 |
|---|---|---|---|---|---|---|
| September 02, 2026 Filed Sep 4, 2026 20:17 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001955972-26-000008 · wk-form4_1788553030.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,239.212 Read SEC document |
| February 19, 2026 Filed Feb 19, 2026 21:18 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 481 | $0.00 | $0.00 |
DisclosureSEC source: 0001955972-26-000006 · wk-form4_1771535926.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,455.212 Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 21:16 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 3,512.294 | $1,044.67 | $3,669,188.17 |
DisclosureSEC source: 0001955972-26-000004 · wk-form4_1770844572.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,936.212 Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:24 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 2,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001955972-26-000002 · wk-form4_1770153893.xml · derivative · entry 4 Dozier Eric · CIK 0001955972 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,858 shares Expires 2026-02-01 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 restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:24 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 1,272.992 | $1,037.15 | $1,320,283.65 |
DisclosureSEC source: 0001955972-26-000002 · wk-form4_1770153893.xml · nonDerivative · entry 2 Dozier Eric · CIK 0001955972 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,423.918 Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:24 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 2,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001955972-26-000002 · wk-form4_1770153893.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,696.91 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 |
| March 01, 2025 Filed Mar 3, 2025 21:53 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 2,403 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-25-000083 · wk-form4_1741038785.xml · derivative · entry 4 Dozier Eric · CIK 0001955972 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,403 shares Expires 2025-03-01 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 restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 21:53 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 1,066.212 | $920.63 | $981,586.75 |
DisclosureSEC source: 0000059478-25-000083 · wk-form4_1741038785.xml · nonDerivative · entry 2 Dozier Eric · CIK 0001955972 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,838.91 Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 21:53 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 2,403 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-25-000083 · wk-form4_1741038785.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,905.122 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 |
| February 20, 2025 Filed Feb 21, 2025 21:04 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-25-000079 · wk-form4_1740171853.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,502.122 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:20 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 2,858 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-25-000045 · wk-form4_1739395216.xml · derivative · entry 3 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,858 Underlying: Common Stock · 2,858 shares Expires 2026-02-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:20 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 919.525 | $868.88 | $798,956.88 |
DisclosureSEC source: 0000059478-25-000045 · wk-form4_1739395216.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,962.122 Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:13 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 1,534 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-24-000249 · wk-form4_1730841188.xml · derivative · entry 4 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,534 shares Expires 2024-11-01 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 restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:13 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 681.403 | $818.93 | $558,021.36 |
DisclosureSEC source: 0000059478-24-000249 · wk-form4_1730841188.xml · nonDerivative · entry 2 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,042.597 Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:13 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 1,534 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-24-000249 · wk-form4_1730841188.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,724 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 |
| February 12, 2024 Filed Feb 14, 2024 21:43 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,336 | $737.26 | $984,979.36 |
DisclosureSEC source: 0000059478-24-000060 · wk-form4_1707946973.xml · nonDerivative · entry 2 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,190 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:43 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 408 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-24-000060 · wk-form4_1707946973.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,854 F1 · shares: Reflects the gift of common stock to a charitable donor advised fund. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 20:05 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 546 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000241 · wk-form4_1693598730.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,262 F1 · shares: Reflects the gift of common stock to a charitable donor advised fund. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:31 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000105 · wf-form4_167779268700027.xml · derivative · entry 4 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,602 shares Expires 2023-03-01 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 restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:31 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 714 | $311.22 | $222,211.08 |
DisclosureSEC source: 0000059478-23-000105 · wf-form4_167779268700027.xml · nonDerivative · entry 2 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,808 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:31 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000105 · wf-form4_167779268700027.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,522 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 |
| February 10, 2023 Filed Feb 14, 2023 21:37 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,820 | $345.12 | $628,118.40 |
DisclosureSEC source: 0000059478-23-000047 · wf-form4_167641058187302.xml · nonDerivative · entry 1 Dozier Eric · CIK 0001955972 · EVP, HR & Diversity 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,920 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.