Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Inc.AAPL · Entity 2389 | Director · CEO | October 01, 2026 | October 05, 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.
Apple Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,567 |
Last balance in matching sequence
After 2026-10-02 transaction · row 6
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
6 source rowsRow 1 · 2026-10-01 · Exercise / conversion · Acquired 99,878 · Balance 134,033 F1: Each restricted stock unit ("RSU") represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. F2: These shares are held through Mr. Ternus' trust. Row 2 · 2026-10-01 · Tax withholding · Disposed 49,054 · Balance 84,979 F3: Shares withheld by Apple to satisfy tax withholding requirements on vesting of RSUs. F2: These shares are held through Mr. Ternus' trust. Row 3 · 2026-10-02 · Sale · Disposed 3,564 · Balance 81,415 F4: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2026. F5: This transaction was executed in multiple trades at prices ranging from $330.78 to $331.7775; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. F2: These shares are held through Mr. Ternus' trust. Row 4 · 2026-10-02 · Sale · Disposed 5,348 · Balance 76,067 F4: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2026. F6: This transaction was executed in multiple trades at prices ranging from $331.79 to $332.7775; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. F2: These shares are held through Mr. Ternus' trust. Row 5 · 2026-10-02 · Sale · Disposed 12,746 · Balance 63,321 F4: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2026. F7: This transaction was executed in multiple trades at prices ranging from $332.79 to $333.785; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. F2: These shares are held through Mr. Ternus' trust. Row 6 · 2026-10-02 · Sale · Disposed 3,754 · Balance 59,567 F4: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2026. F8: This transaction was executed in multiple trades at prices ranging from $333.79 to $334.49; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. F2: These shares are held through Mr. Ternus' trust. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-10-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-10-01 · Exercise / conversion · Disposed 99,878 · Balance 0 F1: Each restricted stock unit ("RSU") represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. F9: This award was granted on October 1, 2023, for a target number of 58,408 RSUs. The award settled on October 1, 2026, applying a percentage of the target number of RSUs that was determined based on Apple's total shareholder return ("TSR") relative to the other companies in the S&P 500 from the first day of Apple's fiscal year 2024 and ending with the last day of Apple's fiscal year 2026. F10: TSR is calculated based on the change in a company's stock price during the performance period, taking into account any dividends paid during that period, which are assumed to be reinvested in the stock. In accordance with the terms of the award, the beginning value used for calculating TSR is the average closing stock price for the first 20 trading days of the performance period. Apple's beginning value was calculated to be $175.08. Similarly, the ending value used for calculating TSR is the average closing price for the final 20 trading days of the performance period. Apple's ending value was calculated to be $333.82. F11: This award provided that if Apple's relative TSR performance was ranked at or above the 85th percentile for companies in the S&P 500 for the performance period, 200% of the target number of RSUs vest. If Apple's performance was ranked at or above the 55th percentile, 100% of the target number of RSUs vest. If Apple's performance was ranked at or above the 25th percentile, 25% of the target number of RSUs vest, and if Apple's performance was ranked below the 25th percentile, 0% of the target number of restricted stock units vest. If Apple's performance was between these levels, the portion of the restricted stock units that vest would be determined on a straight-line basis (i.e., linearly interpolated) between the two nearest vesting percentages. F12: Apple's TSR for the three-year performance period was 90.67%, which ranked 115 of the 480 companies that were included in the S&P 500 for the performance period and placed Apple in the 76.20th percentile. Therefore, 99,878 restricted stock units subject to performance requirements vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date.
F2: These shares are held through Mr. Ternus' trust.
F3: Shares withheld by Apple to satisfy tax withholding requirements on vesting of RSUs.
F4: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2026.
F5: This transaction was executed in multiple trades at prices ranging from $330.78 to $331.7775; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple.
F6: This transaction was executed in multiple trades at prices ranging from $331.79 to $332.7775; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple.
F7: This transaction was executed in multiple trades at prices ranging from $332.79 to $333.785; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple.
F8: This transaction was executed in multiple trades at prices ranging from $333.79 to $334.49; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple.
F9: This award was granted on October 1, 2023, for a target number of 58,408 RSUs. The award settled on October 1, 2026, applying a percentage of the target number of RSUs that was determined based on Apple's total shareholder return ("TSR") relative to the other companies in the S&P 500 from the first day of Apple's fiscal year 2024 and ending with the last day of Apple's fiscal year 2026.
F10: TSR is calculated based on the change in a company's stock price during the performance period, taking into account any dividends paid during that period, which are assumed to be reinvested in the stock. In accordance with the terms of the award, the beginning value used for calculating TSR is the average closing stock price for the first 20 trading days of the performance period. Apple's beginning value was calculated to be $175.08. Similarly, the ending value used for calculating TSR is the average closing price for the final 20 trading days of the performance period. Apple's ending value was calculated to be $333.82.
F11: This award provided that if Apple's relative TSR performance was ranked at or above the 85th percentile for companies in the S&P 500 for the performance period, 200% of the target number of RSUs vest. If Apple's performance was ranked at or above the 55th percentile, 100% of the target number of RSUs vest. If Apple's performance was ranked at or above the 25th percentile, 25% of the target number of RSUs vest, and if Apple's performance was ranked below the 25th percentile, 0% of the target number of restricted stock units vest. If Apple's performance was between these levels, the portion of the restricted stock units that vest would be determined on a straight-line basis (i.e., linearly interpolated) between the two nearest vesting percentages.
F12: Apple's TSR for the three-year performance period was 90.67%, which ranked 115 of the 480 companies that were included in the S&P 500 for the performance period and placed Apple in the 76.20th percentile. Therefore, 99,878 restricted stock units subject to performance requirements vested.
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 |
|---|---|---|---|---|---|---|
| October 02, 2026 Filed Oct 5, 2026 22:35 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 3,754 | $334.05 | $1,254,023.70 |
DisclosureSEC source: 0001140361-26-038669 · form4.xml · nonDerivative · entry 6 Ternus John · CIK 0002148403 · Director · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,567 F4 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2026. F8 · price: This transaction was executed in multiple trades at prices ranging from $333.79 to $334.49; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. F2 · ownership.direct: These shares are held through Mr. Ternus' trust. Read SEC document |
| October 02, 2026 Filed Oct 5, 2026 22:35 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 12,746 | $333.34 | $4,248,751.64 |
DisclosureSEC source: 0001140361-26-038669 · form4.xml · nonDerivative · entry 5 Ternus John · CIK 0002148403 · Director · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,321 F4 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2026. F7 · price: This transaction was executed in multiple trades at prices ranging from $332.79 to $333.785; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. F2 · ownership.direct: These shares are held through Mr. Ternus' trust. Read SEC document |
| October 02, 2026 Filed Oct 5, 2026 22:35 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 5,348 | $332.26 | $1,776,926.48 |
DisclosureSEC source: 0001140361-26-038669 · form4.xml · nonDerivative · entry 4 Ternus John · CIK 0002148403 · Director · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,067 F4 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2026. F6 · price: This transaction was executed in multiple trades at prices ranging from $331.79 to $332.7775; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. F2 · ownership.direct: These shares are held through Mr. Ternus' trust. Read SEC document |
| October 02, 2026 Filed Oct 5, 2026 22:35 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 3,564 | $331.38 | $1,181,038.32 |
DisclosureSEC source: 0001140361-26-038669 · form4.xml · nonDerivative · entry 3 Ternus John · CIK 0002148403 · Director · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,415 F4 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2026. F5 · price: This transaction was executed in multiple trades at prices ranging from $330.78 to $331.7775; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. F2 · ownership.direct: These shares are held through Mr. Ternus' trust. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 22:35 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 99,878 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-038669 · form4.xml · derivative · entry 7 Ternus John · CIK 0002148403 · Director · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 99,878 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 restricted stock unit ("RSU") represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit ("RSU") represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. F9 · derivative.exercise_date: This award was granted on October 1, 2023, for a target number of 58,408 RSUs. The award settled on October 1, 2026, applying a percentage of the target number of RSUs that was determined based on Apple's total shareholder return ("TSR") relative to the other companies in the S&P 500 from the first day of Apple's fiscal year 2024 and ending with the last day of Apple's fiscal year 2026. F10 · derivative.exercise_date: TSR is calculated based on the change in a company's stock price during the performance period, taking into account any dividends paid during that period, which are assumed to be reinvested in the stock. In accordance with the terms of the award, the beginning value used for calculating TSR is the average closing stock price for the first 20 trading days of the performance period. Apple's beginning value was calculated to be $175.08. Similarly, the ending value used for calculating TSR is the average closing price for the final 20 trading days of the performance period. Apple's ending value was calculated to be $333.82. F11 · derivative.exercise_date: This award provided that if Apple's relative TSR performance was ranked at or above the 85th percentile for companies in the S&P 500 for the performance period, 200% of the target number of RSUs vest. If Apple's performance was ranked at or above the 55th percentile, 100% of the target number of RSUs vest. If Apple's performance was ranked at or above the 25th percentile, 25% of the target number of RSUs vest, and if Apple's performance was ranked below the 25th percentile, 0% of the target number of restricted stock units vest. If Apple's performance was between these levels, the portion of the restricted stock units that vest would be determined on a straight-line basis (i.e., linearly interpolated) between the two nearest vesting percentages. F12 · derivative.exercise_date: Apple's TSR for the three-year performance period was 90.67%, which ranked 115 of the 480 companies that were included in the S&P 500 for the performance period and placed Apple in the 76.20th percentile. Therefore, 99,878 restricted stock units subject to performance requirements vested. F9 · derivative.expiration_date: This award was granted on October 1, 2023, for a target number of 58,408 RSUs. The award settled on October 1, 2026, applying a percentage of the target number of RSUs that was determined based on Apple's total shareholder return ("TSR") relative to the other companies in the S&P 500 from the first day of Apple's fiscal year 2024 and ending with the last day of Apple's fiscal year 2026. F10 · derivative.expiration_date: TSR is calculated based on the change in a company's stock price during the performance period, taking into account any dividends paid during that period, which are assumed to be reinvested in the stock. In accordance with the terms of the award, the beginning value used for calculating TSR is the average closing stock price for the first 20 trading days of the performance period. Apple's beginning value was calculated to be $175.08. Similarly, the ending value used for calculating TSR is the average closing price for the final 20 trading days of the performance period. Apple's ending value was calculated to be $333.82. F11 · derivative.expiration_date: This award provided that if Apple's relative TSR performance was ranked at or above the 85th percentile for companies in the S&P 500 for the performance period, 200% of the target number of RSUs vest. If Apple's performance was ranked at or above the 55th percentile, 100% of the target number of RSUs vest. If Apple's performance was ranked at or above the 25th percentile, 25% of the target number of RSUs vest, and if Apple's performance was ranked below the 25th percentile, 0% of the target number of restricted stock units vest. If Apple's performance was between these levels, the portion of the restricted stock units that vest would be determined on a straight-line basis (i.e., linearly interpolated) between the two nearest vesting percentages. F12 · derivative.expiration_date: Apple's TSR for the three-year performance period was 90.67%, which ranked 115 of the 480 companies that were included in the S&P 500 for the performance period and placed Apple in the 76.20th percentile. Therefore, 99,878 restricted stock units subject to performance requirements vested. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 22:35 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 49,054 | $330.32 | $16,203,517.28 |
DisclosureSEC source: 0001140361-26-038669 · form4.xml · nonDerivative · entry 2 Ternus John · CIK 0002148403 · Director · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 84,979 F3 · security: Shares withheld by Apple to satisfy tax withholding requirements on vesting of RSUs. F2 · ownership.direct: These shares are held through Mr. Ternus' trust. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 22:35 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 99,878 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-038669 · form4.xml · nonDerivative · entry 1 Ternus John · CIK 0002148403 · Director · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 134,033 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: Each restricted stock unit ("RSU") represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. F2 · ownership.direct: These shares are held through Mr. Ternus' trust. Read SEC document |
| September 01, 2026 Filed Sep 1, 2026 22:32 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 7,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-035362 · form4.xml · derivative · entry 1 Ternus John · CIK 0002148403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,690 Underlying: Common Stock · 7,690 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSUs") represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: This RSU award was granted September 1, 2026, with 12.5% of the RSUs scheduled to vest on March 15, 2027 and the remaining RSUs scheduled to vest 12.5% in semi-annual installments over a four-year period ending September 15, 2030, subject to the terms and conditions of the underlying award agreement. F2 · derivative.expiration_date: This RSU award was granted September 1, 2026, with 12.5% of the RSUs scheduled to vest on March 15, 2027 and the remaining RSUs scheduled to vest 12.5% in semi-annual installments over a four-year period ending September 15, 2030, subject to the terms and conditions of the underlying award agreement. 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.