Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Johnson Controls International plcJCI · Entity 2940 | Director | March 06, 2026 | March 06, 2026 |
| LAM RESEARCH CORPLRCX · Entity 1467 | President and CEO | September 09, 2026 | September 10, 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.
Johnson Controls International plc
Report date March 06, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 5,574.79 |
Reported balance
After 2026-03-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-04 · Grant · Acquired 1,285 · Balance 5,574.79 F1: Reflects grant of restricted share units. Restricted share units accrue dividend equivalent units and convert to ordinary shares upon vesting. |
| Ordinary SharesSEC Table I · non-derivative | Direct | 4,459.79 |
Reported balance
After 2026-03-04 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-04 · Tax withholding · Disposed 1,115 · Balance 4,459.79 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects grant of restricted share units. Restricted share units accrue dividend equivalent units and convert to ordinary shares upon vesting.
LAM RESEARCH CORP
Report date September 09, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,075,966 |
Last balance in matching sequence
After 2026-09-09 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-09-09 · Exercise / conversion · Acquired 30,000 · Balance 1,105,966 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 24, 2026. F2: The amount reported includes shares subject to unvested restricted stock units. Row 2 · 2026-09-09 · Sale · Disposed 30,000 · Balance 1,075,966 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 24, 2026. F2: The amount reported includes shares subject to unvested restricted stock units. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.03 · Expires 2027-03-02 | Direct | 31,400 |
Reported balance
After 2026-09-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-09 · Exercise / conversion · Disposed 30,000 · Balance 31,400 F3: The stock options will become exercisable in three equal installments on 03/02/2021, 03/02/2022, and 03/02/2023. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 48,025.72 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 48,025.72 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse 401(k) | 5,670.002 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,670.002 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 24, 2026.
F2: The amount reported includes shares subject to unvested restricted stock units.
F3: The stock options will become exercisable in three equal installments on 03/02/2021, 03/02/2022, and 03/02/2023.
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 |
|---|---|---|---|---|---|---|
| June 04, 2012 Filed Jun 8, 2012 01:17 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantStock Option (right to buy) · Derivative | 84,375 | Not disclosed Strike: $21.28 | Not disclosed |
DisclosureSEC source: 0001501289-12-000031 · primary_doc.xml · derivative · entry 10 ARCHER TIMOTHY · CIK 0001343600 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84,375 shares Expires 2019-12-17 F12 · price: Received in the Merger in exchange for an employee stock option to acquire 75,000 shares of Novellus common stock for $23.93 per share. F11 · derivative.exercise_date: The option vests in three equal annual installments beginning December 17, 2011. Read SEC document |
| June 04, 2012 Filed Jun 8, 2012 01:17 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantStock Option (right to buy) · Derivative | 42,188 | Not disclosed Strike: $11.09 | Not disclosed |
DisclosureSEC source: 0001501289-12-000031 · primary_doc.xml · derivative · entry 9 ARCHER TIMOTHY · CIK 0001343600 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,188 shares Expires 2018-12-18 F10 · price: Received in the Merger in exchange for an employee stock option to acquire 37,500 shares of Novellus common stock for $12.47 per share. F9 · derivative.exercise_date: The option vests fully on August 18, 2012. Read SEC document |
| June 04, 2012 Filed Jun 8, 2012 01:17 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantStock Option (right to buy) · Derivative | 56,250 | Not disclosed Strike: $23.25 | Not disclosed |
DisclosureSEC source: 0001501289-12-000031 · primary_doc.xml · derivative · entry 8 ARCHER TIMOTHY · CIK 0001343600 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 56,250 shares Expires 2017-12-13 F8 · price: Received in the Merger in exchange for an employee stock option to acquire 50,000 shares of Novellus common stock for $26.15 per share. Read SEC document |
| June 04, 2012 Filed Jun 8, 2012 01:17 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantStock Option (right to buy) · Derivative | 73,125 | Not disclosed Strike: $29.68 | Not disclosed |
DisclosureSEC source: 0001501289-12-000031 · primary_doc.xml · derivative · entry 7 ARCHER TIMOTHY · CIK 0001343600 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 73,125 shares Expires 2016-12-14 F7 · price: Received in the Merger in exchange for an employee stock option to acquire 65,000 shares of Novellus common stock for $33.39 per share. Read SEC document |
| June 04, 2012 Filed Jun 8, 2012 01:17 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantStock Option (right to buy) · Derivative | 33,750 | Not disclosed Strike: $24.43 | Not disclosed |
DisclosureSEC source: 0001501289-12-000031 · primary_doc.xml · derivative · entry 6 ARCHER TIMOTHY · CIK 0001343600 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,750 shares Expires 2014-12-16 F6 · price: Received in the Merger in exchange for an employee stock option to acquire 30,000 shares of Novellus common stock for $27.48 per share. Read SEC document |
| June 04, 2012 Filed Jun 8, 2012 01:17 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantStock Option (right to buy) · Derivative | 18,000 | Not disclosed Strike: $27.77 | Not disclosed |
DisclosureSEC source: 0001501289-12-000031 · primary_doc.xml · derivative · entry 5 ARCHER TIMOTHY · CIK 0001343600 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2014-06-11 F5 · price: Received in the Merger in exchange for an employee stock option to acquire 16,000 shares of Novellus common stock for $31.24 per share. Read SEC document |
| June 04, 2012 Filed Jun 8, 2012 01:17 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantStock Option (right to buy) · Derivative | 22,500 | Not disclosed Strike: $36.29 | Not disclosed |
DisclosureSEC source: 0001501289-12-000031 · primary_doc.xml · derivative · entry 4 ARCHER TIMOTHY · CIK 0001343600 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,500 shares Expires 2013-12-18 F4 · price: Received in the Merger in exchange for an employee stock option to acquire 20,000 shares of Novellus common stock for $40.82 per share. Read SEC document |
| June 04, 2012 Filed Jun 8, 2012 01:17 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantCommon Stock | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001501289-12-000031 · primary_doc.xml · nonDerivative · entry 3 ARCHER TIMOTHY · CIK 0001343600 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse 401(k) Disclosed balance after: 150,195 F2 · price: Acquired in connection with the Merger. The indirect holdings of the 401(k) are held in the Company unitized stock fund. F3 · balance_after: Amount reported includes shares subject to unvested Restricted Stock Units. Read SEC document |
| June 04, 2012 Filed Jun 8, 2012 01:17 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantCommon Stock | 4,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001501289-12-000031 · primary_doc.xml · nonDerivative · entry 2 ARCHER TIMOTHY · CIK 0001343600 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 F2 · price: Acquired in connection with the Merger. The indirect holdings of the 401(k) are held in the Company unitized stock fund. Read SEC document |
| June 04, 2012 Filed Jun 8, 2012 01:17 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantCommon Stock | 145,468 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001501289-12-000031 · primary_doc.xml · nonDerivative · entry 1 ARCHER TIMOTHY · CIK 0001343600 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · shares: Amount reported includes shares subject to unvested Restricted Stock Units. F1 · price: Acquired in connection with the merger of BLMS Inc. ("Merger Sub"), a wholly owned subsidiary of Lam Research Corporation ("Lam Research"), with and into Novellus Systems, Inc. ("Novellus"), pursuant to the terms of the Agreement and Plan of Merger by and among Merger Sub, Lam Research and Novellus dated December 14, 2011 (the "Merger"). In connection with the Merger, Mr. Archer received 145,468 shares of Lam Research common stock in exchange for 129,306 shares of Novellus common stock. On June 4, 2012, the effective date of the Merger, the closing price of Lam Research's common stock was $35.99 and the closing price of Novellus' common stock was $40.39 per share. 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.