Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | Director | November 21, 2024 | November 25, 2024 |
| GENERAL ELECTRIC COGE · Entity 2813 | Director | April 02, 2018 | April 02, 2018 |
| MORGAN STANLEYMS · Entity 2815 | Director | July 28, 2026 | July 29, 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.
CVS HEALTH Corp
Report date November 21, 2024 · Filed November 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 24,436.9156 |
Reported balance
After 2024-11-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-21 · Grant · Acquired 2,933.4501 · Balance 24,436.9156 F1: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F2: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 11,843.9977 |
Reported balance
Holding disclosure · report date 2024-11-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 11,843.9977 |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan.
F2: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person.
GENERAL ELECTRIC CO
Report date April 02, 2018 · Filed April 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Fee Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 47,459 |
Reported balance
After 2018-04-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-04-02 · Grant · Acquired 5,071 · Balance 47,459 F1: Acquired at a price of $14.06 per unit pursuant to the terms of the 2007 Long-Term Incentive Plan. Payable beginning one year after termination of service as a director. F2: Each unit of phantom stock is the economic equivalent of one share of common stock. F3: Payable beginning one year after termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired at a price of $14.06 per unit pursuant to the terms of the 2007 Long-Term Incentive Plan. Payable beginning one year after termination of service as a director.
F2: Each unit of phantom stock is the economic equivalent of one share of common stock.
F3: Payable beginning one year after termination of service as a director.
MORGAN STANLEY
Report date July 28, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,517.588 |
Ending reported balance
After 2026-07-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-28 · Sale · Disposed 1,000 · Balance 40,842.588 Row 2 · 2026-07-28 · Gift · Disposed 2,325 · Balance 38,517.588 |
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 |
|---|---|---|---|---|---|---|
| July 01, 2015 Filed Jul 1, 2015 20:36 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,312 | $27.25 | $63,002.00 |
DisclosureSEC source: 0001231205-15-000045 · edgar.xml · derivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,836 Underlying: Common Stock · 2,312 shares Expires not disclosed F1 · security: Acquired at a price of $27.25 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| April 30, 2015 Filed May 1, 2015 20:03 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 7,000 | $27.22 | $190,540.00 |
DisclosureSEC source: 0001231205-15-000032 · edgar.xml · nonDerivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,100 Read SEC document |
| April 01, 2015 Filed Apr 4, 2015 01:22 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 1,635 | $25.24 | $41,267.40 |
DisclosureSEC source: 0001206774-15-001167 · schapiro_form4.xml · derivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,284 Underlying: Common Stock · 1,635 shares Expires not disclosed F1 · security: Acquired at a price of $25.24 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| January 02, 2015 Filed Jan 5, 2015 22:09 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 1,619 | $25.48 | $41,252.12 |
DisclosureSEC source: 0001231205-15-000014 · edgar.xml · derivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,566 Underlying: Common Stock · 1,619 shares Expires not disclosed F1 · security: Acquired at a price of $25.48 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| October 01, 2014 Filed Oct 1, 2014 20:06 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 1,590 | $25.95 | $41,260.50 |
DisclosureSEC source: 0001231205-14-000094 · edgar.xml · derivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,884 Underlying: Common Stock · 1,590 shares Expires not disclosed F1 · security: Acquired at a price of $25.95 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| July 01, 2014 Filed Jul 2, 2014 19:08 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 1,538 | $26.82 | $41,249.16 |
DisclosureSEC source: 0001231205-14-000066 · edgar.xml · derivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,246 Underlying: Common Stock · 1,538 shares Expires not disclosed F1 · security: Acquired at a price of $26.82 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| April 01, 2014 Filed Apr 3, 2014 21:03 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 1,607 | $25.67 | $41,251.69 |
DisclosureSEC source: 0001231205-14-000044 · edgar.xml · derivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,674 Underlying: Common Stock · 1,607 shares Expires not disclosed F1 · security: Acquired at a price of $25.67 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| December 31, 2013 Filed Jan 3, 2014 20:48 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 1,518 | $27.18 | $41,259.24 |
DisclosureSEC source: 0001231205-14-000014 · edgar.xml · derivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,045 Underlying: Common Stock · 1,518 shares Expires not disclosed F1 · security: Acquired at a price of $27.18 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| October 01, 2013 Filed Oct 3, 2013 19:51 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 1,724 | $23.92 | $41,238.08 |
DisclosureSEC source: 0001231205-13-000119 · edgar.xml · derivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,521 Underlying: Common Stock · 1,724 shares Expires not disclosed F1 · security: Acquired at a price of $23.92 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| July 01, 2013 Filed Jul 3, 2013 22:34 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 797 | $23.52 | $18,745.44 |
DisclosureSEC source: 0001231205-13-000071 · edgar.xml · derivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 797 Underlying: Common Stock · 797 shares Expires not disclosed F1 · security: Acquired at a price of $23.52 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. 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.