Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | September 30, 2026 | October 02, 2026 |
| Mastercard IncMA · Entity 1763 | Director · President & 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.
INTERNATIONAL BUSINESS MACHINES CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,724 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 415 · Balance 4,724 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
Mastercard Inc
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 93,162.721 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 530 · Balance 93,162.721 F1: Represents withholding of shares to pay tax liability relating to previously granted awards of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents withholding of shares to pay tax liability relating to previously granted awards of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| March 01, 2020 Filed Mar 3, 2020 21:59 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 2,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001141391-20-000056 · wf-form4_158327273039991.xml · nonDerivative · entry 2 Miebach Michael · CIK 0001771933 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,131.948 F3 · shares: Award of restricted stock units pursuant to the terms of a stockholder-approved plan that will vest in four (4) equal annual installments beginning March 1, 2021. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:59 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 8,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001141391-20-000056 · wf-form4_158327273039991.xml · nonDerivative · entry 1 Miebach Michael · CIK 0001771933 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,861.948 F1 · shares: Settlement of performance stock units in shares of Class A common stock. F2 · balance_after: The amount previously reported was rounded. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 21:37 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,205 | $0.00 Strike: $90.10 | $0.00 |
DisclosureSEC source: 0001141391-20-000014 · wf-form4_157972904083569.xml · derivative · entry 3 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,410 Underlying: Class A Common Stock · 4,205 shares Expires 2026-03-01 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. F2 · derivative.exercise_date: The reporting person was awarded 33,640 employee stock options on March 1, 2016. The remaining 8,410 employee stock options will vest on March 1, 2020. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 21:37 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 4,205 | $325.00 | $1,366,625.00 |
DisclosureSEC source: 0001141391-20-000014 · wf-form4_157972904083569.xml · nonDerivative · entry 2 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,778 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 21:37 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionClass A Common Stock | 4,205 | $90.10 | $378,870.50 |
DisclosureSEC source: 0001141391-20-000014 · wf-form4_157972904083569.xml · nonDerivative · entry 1 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,983 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. Read SEC document |
| January 13, 2020 Filed Jan 13, 2020 21:19 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,205 | $0.00 Strike: $90.10 | $0.00 |
DisclosureSEC source: 0001141391-20-000010 · wf-form4_157895037382474.xml · derivative · entry 3 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,615 Underlying: Class A Common Stock · 4,205 shares Expires 2026-03-01 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. F2 · derivative.exercise_date: The reporting person was awarded 33,640 employee stock options on March 1, 2016. Of the remaining 12,615 options, 8,410 will vest on March 1, 2020 and the rest are fully vested. Read SEC document |
| January 13, 2020 Filed Jan 13, 2020 21:19 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 4,205 | $315.00 | $1,324,575.00 |
DisclosureSEC source: 0001141391-20-000010 · wf-form4_157895037382474.xml · nonDerivative · entry 2 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,778 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. Read SEC document |
| January 13, 2020 Filed Jan 13, 2020 21:19 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionClass A Common Stock | 4,205 | $90.10 | $378,870.50 |
DisclosureSEC source: 0001141391-20-000010 · wf-form4_157895037382474.xml · nonDerivative · entry 1 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,983 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 21:48 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,205 | $90.10 Strike: $90.10 | $378,870.50 |
DisclosureSEC source: 0001141391-20-000006 · wf-form4_157860647103639.xml · derivative · entry 3 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,820 Underlying: Class A Common Stock · 4,205 shares Expires 2026-03-01 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. F2 · derivative.exercise_date: The reporting person was awarded 33,640 employee stock options on March 1, 2016. Of the remaining 16,820 options, 8,410 will vest on March 1, 2020 and the rest are fully vested. Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 21:48 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 4,205 | $305.00 | $1,282,525.00 |
DisclosureSEC source: 0001141391-20-000006 · wf-form4_157860647103639.xml · nonDerivative · entry 2 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,778 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 21:48 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionClass A Common Stock | 4,205 | $90.10 | $378,870.50 |
DisclosureSEC source: 0001141391-20-000006 · wf-form4_157860647103639.xml · nonDerivative · entry 1 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,983 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 19:02 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,205 | $0.00 Strike: $90.10 | $0.00 |
DisclosureSEC source: 0001141391-19-000159 · wf-form4_157652291744351.xml · derivative · entry 3 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,025 Underlying: Class A Common Stock · 4,205 shares Expires 2026-03-01 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. F3 · derivative.exercise_date: The reporting person was awarded 33,640 employee stock options on March 1, 2016. Of the remaining 21,025 options, 8,410 will vest on March 1, 2020 and the rest are fully vested. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 19:02 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 4,205 | $295.10 | $1,240,892.14 |
DisclosureSEC source: 0001141391-19-000159 · wf-form4_157652291744351.xml · nonDerivative · entry 2 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,778 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. F2 · price: The price reported reflects the weighted average price of shares sold in multiple transactions at prices ranging from $295.000 to $295.430. The reporting person hereby undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 19:02 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionClass A Common Stock | 4,205 | $90.10 | $378,870.50 |
DisclosureSEC source: 0001141391-19-000159 · wf-form4_157652291744351.xml · nonDerivative · entry 1 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,983 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 20:30 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 2,770 | $285.00 | $789,450.00 |
DisclosureSEC source: 0001141391-19-000143 · wf-form4_156771541820879.xml · nonDerivative · entry 1 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,778 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 19:54 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 2,233 | $283.12 | $632,206.96 |
DisclosureSEC source: 0001141391-19-000132 · wf-form4_156460286906290.xml · nonDerivative · entry 1 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,548 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person for personal financial management purposes on June 12, 2019. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 20:29 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,711 | $0.00 Strike: $90.13 | $0.00 |
DisclosureSEC source: 0001141391-19-000055 · wf-form4_155622416545035.xml · derivative · entry 3 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,711 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person on December 13, 2018. F3 · derivative.exercise_date: The reporting person was awarded employee stock options on March 1, 2015, which vested in four equal annual installments beginning on March 1, 2016. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 20:29 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 2,711 | $245.00 | $664,196.90 |
DisclosureSEC source: 0001141391-19-000055 · wf-form4_155622416545035.xml · nonDerivative · entry 2 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,781 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person on December 13, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $245.00 to $245.01. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 20:29 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionClass A Common Stock | 2,711 | $90.13 | $244,342.43 |
DisclosureSEC source: 0001141391-19-000055 · wf-form4_155622416545035.xml · nonDerivative · entry 1 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,492 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person on December 13, 2018. Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 17:28 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionEmployee Stock Option (right ro buy) · Derivative | 2,711 | $0.00 Strike: $90.13 | $0.00 |
DisclosureSEC source: 0001141391-19-000045 · wf-form4_155439887718076.xml · derivative · entry 3 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,711 Underlying: Class A Common Stock · 2,711 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person on December 13, 2018. F2 · derivative.exercise_date: The reporting person was awarded employee stock options on March 1, 2015, of which 2,711 remain and are fully vested. Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 17:28 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 2,711 | $240.28 | $651,399.08 |
DisclosureSEC source: 0001141391-19-000045 · wf-form4_155439887718076.xml · nonDerivative · entry 2 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,781 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person on December 13, 2018. Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 17:28 UTC | Mastercard Inc MA · Entity 1763 | Exercise / conversionClass A Common Stock | 2,711 | $90.13 | $244,342.43 |
DisclosureSEC source: 0001141391-19-000045 · wf-form4_155439887718076.xml · nonDerivative · entry 1 Miebach Michael · CIK 0001771933 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,492 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 · shares: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. The pre-planned trading plan was adopted by the reporting person on December 13, 2018. 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.