Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMGEN INCAMGN · Entity 2832 | Director | August 07, 2026 | August 11, 2026 |
| CARRIER GLOBAL CorpCARR · Entity 3043 | Director | April 15, 2026 | April 17, 2026 |
| Phillips 66PSX · Entity 2915 | Director | January 15, 2026 | January 20, 2026 |
| Walmart Inc.WMT · Entity 783 | Executive Vice President | January 28, 2016 | February 01, 2016 |
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.
AMGEN INC
Report date August 07, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,990.452 |
Reported balance
After 2026-08-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-07 · Grant · Acquired 103.4189 · Balance 12,990.452 F1: These shares include 1,652 Dividend Equivalents (DEs) granted pursuant to the Amgen Inc. Second Amended and Restated 2009 Equity Incentive Plan and subject to a qualifying dividend reinvestment plan. DEs are credited to the reporting person's unvested Restricted Stock Units and are paid out in shares of the Company's common stock on a one-to-one basis according to the vesting schedule, along with a cash payment for any remaining fractional share amount. |
| Common StockSEC Table I · non-derivative | IndirectHolley Family Trust | 1,260 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,260 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares include 1,652 Dividend Equivalents (DEs) granted pursuant to the Amgen Inc. Second Amended and Restated 2009 Equity Incentive Plan and subject to a qualifying dividend reinvestment plan. DEs are credited to the reporting person's unvested Restricted Stock Units and are paid out in shares of the Company's common stock on a one-to-one basis according to the vesting schedule, along with a cash payment for any remaining fractional share amount.
CARRIER GLOBAL Corp
Report date April 15, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director DSUSEC Table II · derivative / convertible security | Direct | 42,960.2421 |
Reported balance
After 2026-04-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-15 · Grant · Acquired 6,148.5909 · Balance 42,960.2421 F1: The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments.
Phillips 66
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,418.7384 |
Reported balance
After 2026-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 1,423 · Balance 18,418.7384 F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026. F3: Includes 18,341.7384 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis.
F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026.
F3: Includes 18,341.7384 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11.
Walmart Inc.
Report date January 28, 2016 · Filed February 01, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 276,954.719 |
Reported balance
After 2016-01-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-01-28 · Tax withholding · Disposed 864 · Balance 276,954.719 F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt the vested shares was deferred to a future date. F2: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 272,296.719 |
Reported balance
After 2016-01-31 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2016-01-31 · Tax withholding · Disposed 4,658 · Balance 272,296.719 F3: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt of a portion of the vested shares was deferred to a future date. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,466.6931 |
Reported balance
Holding disclosure · report date 2016-01-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,466.6931 F4: Balance adjusted to reflect shares acquired through the Walmart 401(k) Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt the vested shares was deferred to a future date.
F2: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan.
F3: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt of a portion of the vested shares was deferred to a future date.
F4: Balance adjusted to reflect shares acquired through the Walmart 401(k) Plan.
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 |
|---|---|---|---|---|---|---|
| January 06, 2004 Filed Jan 8, 2004 01:07 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0001252671-04-000028 · doc4.xml · nonDerivative · entry 2 HOLLEY CHARLES M · CIK 0001216478 · Senior VP and Controller 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 984 F1 · kind: Due to stock price fluctations, and changes in the percentage of Plan assets, total shares credited may have decreased. The info rmation reported is based on a Plan statement dated Oct 31, 2003. Read SEC document |
| January 05, 2004 Filed Jan 8, 2004 01:07 UTC | Walmart Inc. WMT · Entity 783 | GrantStock Option · Derivative | 18,707 | $52.12 Strike: $52.12 | $975,008.84 |
DisclosureSEC source: 0001252671-04-000028 · doc4.xml · derivative · entry 3 HOLLEY CHARLES M · CIK 0001216478 · Senior VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,707 Underlying: Common Stock · 18,707 shares Expires 2014-01-04 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.