Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ELI LILLY & CoLLY · Entity 2794 | EVP & President, LLY Int'l | August 17, 2026 | August 18, 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 August 17, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,146.62 |
Reported balance
After 2026-08-17 transaction · row 1
1 source rowRow 1 · 2026-08-17 · Sale · Disposed 6,500 · Balance 54,146.62 F1: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 17, 2026 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 632.4 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 632.4 |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 17, 2026
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 |
|---|---|---|---|---|---|---|
| August 17, 2026 Filed Aug 18, 2026 20:20 UTC | ELI LILLY & Co LLY · Entity 2794 | SaleCommon Stock | 6,500 | $1,175.10 | $7,638,150.00 |
DisclosureSEC source: 0001786054-26-000006 · wk-form4_1787084453.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · EVP & President, LLY Int'l 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,146.62 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 17, 2026 Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 21:19 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 4,818.052 | $1,044.67 | $5,033,274.38 |
DisclosureSEC source: 0001786054-26-000004 · wk-form4_1770844753.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · EVP & President, LLY Int'l 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,646.62 Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:27 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 3,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001786054-26-000002 · wk-form4_1770154060.xml · derivative · entry 4 Jonsson Patrik · CIK 0001786054 · EVP & President, LLY Int'l 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,930 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 21:27 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 1,752.071 | $1,037.15 | $1,817,160.44 |
DisclosureSEC source: 0001786054-26-000002 · wk-form4_1770154060.xml · nonDerivative · entry 2 Jonsson Patrik · CIK 0001786054 · EVP & President, LLY Int'l 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,828.568 Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:27 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 3,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001786054-26-000002 · wk-form4_1770154060.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · EVP & President, LLY Int'l 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,580.639 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, 2025 Filed Feb 12, 2025 21:24 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 3,930 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-25-000051 · wk-form4_1739395443.xml · derivative · entry 3 Jonsson Patrik · CIK 0001786054 · EVP&Pres, CardMetHlth, LLY USA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,930 Underlying: Common Stock · 3,930 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 21:24 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 7,170.498 | $868.88 | $6,230,302.30 |
DisclosureSEC source: 0000059478-25-000051 · wk-form4_1739395443.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · EVP&Pres, CardMetHlth, LLY USA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,650.639 Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 21:23 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 3,433 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-25-000022 · wk-form4_1738704180.xml · derivative · entry 4 Jonsson Patrik · CIK 0001786054 · EVP&Pres, CardMetHlth, LLY USA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,433 shares Expires 2025-02-01 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, 2025 Filed Feb 4, 2025 21:23 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 1,535.859 | $811.08 | $1,245,704.52 |
DisclosureSEC source: 0000059478-25-000022 · wk-form4_1738704180.xml · nonDerivative · entry 2 Jonsson Patrik · CIK 0001786054 · EVP&Pres, CardMetHlth, LLY USA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,480.141 Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 21:23 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 3,433 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-25-000022 · wk-form4_1738704180.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · EVP&Pres, CardMetHlth, LLY USA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,016 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 21:25 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 3,433 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-24-000042 · wk-form4_1707945907.xml · derivative · entry 3 Jonsson Patrik · CIK 0001786054 · EVP&Pres, LLY Dia&Obe, LLY USA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,433 Underlying: Common Stock · 3,433 shares Expires 2025-02-01 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 12, 2024 Filed Feb 14, 2024 21:25 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 5,362 | $737.26 | $3,953,188.12 |
DisclosureSEC source: 0000059478-24-000042 · wk-form4_1707945907.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · EVP&Pres, LLY Dia&Obe, LLY USA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,583 Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:26 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 4,124 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-24-000021 · wk-form4_1706909191.xml · derivative · entry 4 Jonsson Patrik · CIK 0001786054 · EVP&Pres, LLY Dia&Obe, LLY USA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,124 shares Expires 2024-02-01 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, 2024 Filed Feb 2, 2024 21:26 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 1,844 | $645.61 | $1,190,504.84 |
DisclosureSEC source: 0000059478-24-000021 · wk-form4_1706909191.xml · nonDerivative · entry 2 Jonsson Patrik · CIK 0001786054 · EVP&Pres, LLY Dia&Obe, LLY USA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,221 Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:26 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 4,124 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-24-000021 · wk-form4_1706909191.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · EVP&Pres, LLY Dia&Obe, LLY USA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,065 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 |
| June 01, 2023 Filed Jun 2, 2023 20:29 UTC | ELI LILLY & Co LLY · Entity 2794 | SaleCommon Stock | 6,000 | $429.46 | $2,576,760.00 |
DisclosureSEC source: 0000059478-23-000184 · wk-form4_1685737755.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · EVP&Pres, LLY Imm, LLY USA&CCO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,941 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 1, 2023. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:46 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 4,124 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000053 · wf-form4_167641114634089.xml · derivative · entry 3 Jonsson Patrik · CIK 0001786054 · EVP&Pres, LLY Imm, LLY USA&CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,124 Underlying: Common Stock · 4,124 shares Expires 2024-02-01 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, 2023 Filed Feb 14, 2023 21:46 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 7,886 | $345.12 | $2,721,616.32 |
DisclosureSEC source: 0000059478-23-000053 · wf-form4_167641114634089.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · EVP&Pres, LLY Imm, LLY USA&CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,941 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:48 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 6,690 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000033 · wf-form4_167546086780975.xml · derivative · entry 4 Jonsson Patrik · CIK 0001786054 · EVP&Pres, LLY Imm, LLY USA&CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,690 shares Expires 2023-02-01 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, 2023 Filed Feb 3, 2023 21:48 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 2,997 | $344.15 | $1,031,417.55 |
DisclosureSEC source: 0000059478-23-000033 · wf-form4_167546086780975.xml · nonDerivative · entry 2 Jonsson Patrik · CIK 0001786054 · EVP&Pres, LLY Imm, LLY USA&CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,055 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:48 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 6,690 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000033 · wf-form4_167546086780975.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · EVP&Pres, LLY Imm, LLY USA&CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,052 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 17, 2022 Filed Mar 17, 2022 20:12 UTC | ELI LILLY & Co LLY · Entity 2794 | SaleCommon Stock | 673 | $277.20 | $186,555.60 |
DisclosureSEC source: 0000059478-22-000098 · wf-form4_164754794178841.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · SVP&Pres, LLY Imm, LLY USA&CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,362 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 30, 2021. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:30 UTC | ELI LILLY & Co LLY · Entity 2794 | SaleCommon Stock | 675 | $247.56 | $167,103.00 |
DisclosureSEC source: 0000059478-22-000088 · wf-form4_164635021144333.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · SVP&Pres, LLY Imm, LLY USA&CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,035 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 30, 2021. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 23:16 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 6,690 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-22-000042 · wf-form4_164462137367209.xml · derivative · entry 3 Jonsson Patrik · CIK 0001786054 · SVP&Pres, LLY Imm, LLY USA&CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,690 Underlying: Common Stock · 6,690 shares Expires 2023-02-01 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 09, 2022 Filed Feb 11, 2022 23:16 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 2,036 | $243.27 | $495,297.72 |
DisclosureSEC source: 0000059478-22-000042 · wf-form4_164462137367209.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · SVP&Pres, LLY Imm, LLY USA&CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,710 Read SEC document |
| February 08, 2021 Filed Feb 11, 2021 01:32 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 5,595 | $205.77 | $1,151,283.15 |
DisclosureSEC source: 0000059478-21-000048 · wf-form4_161300715740126.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · SVP & President Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,674 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:39 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 5,702 | $144.25 | $822,513.50 |
DisclosureSEC source: 0000059478-20-000030 · wf-form4_158163354325735.xml · nonDerivative · entry 1 Jonsson Patrik · CIK 0001786054 · SVP and Pres., Lilly Bio-Meds 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,079 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.