Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOW INC.DOW · Entity 3233 | Director | April 09, 2026 | April 13, 2026 |
| DuPont de Nemours, Inc.DWDP · Entity 3297 | Director | July 01, 2018 | August 05, 2019 |
| Mastercard IncMA · Entity 1763 | Director | June 16, 2026 | June 18, 2026 |
| US BANCORP DEUSB · Entity 2923 | Director | February 20, 2018 | February 22, 2018 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 28, 2026 | April 30, 2026 |
| XCEL ENERGY INCXEL · Entity 3042 | Director | May 15, 2019 | May 17, 2019 |
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.
DOW INC.
Report date April 09, 2026 · Filed April 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,299 |
Reported balance
After 2026-04-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-09 · Grant · Acquired 5,127 · Balance 55,299 F1: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person. F2: Total includes previously reported restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person.
F2: Total includes previously reported restricted stock units.
DuPont de Nemours, Inc.
Report date July 01, 2018 · Filed August 05, 2019 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,378.324 |
Reported balance
Holding disclosure · report date 2018-07-01 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 11,378.324 F1: This amendment is being filed solely to reflect an additional 97 shares of Common Stock, which were inadvertently omitted from the Form 3 of the Reporting Person filed with the Securities and Exchange Commission on July 6, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: This amendment is being filed solely to reflect an additional 97 shares of Common Stock, which were inadvertently omitted from the Form 3 of the Reporting Person filed with the Securities and Exchange Commission on July 6, 2018.
Mastercard Inc
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,255 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 509 · Balance 11,255 F1: Represents restricted stock award that was fully vested on June 16, 2026, the date of grant, but is subject to transfer restrictions until June 16, 2030. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock award that was fully vested on June 16, 2026, the date of grant, but is subject to transfer restrictions until June 16, 2030.
US BANCORP DE
Report date February 20, 2018 · Filed February 22, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 974,867 |
Reported balance
After 2018-02-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-02-20 · Tax withholding · Disposed 49,174 · Balance 974,867 F1: Includes amounts acquired pursuant to dividend reinvestment. |
| Common Stock, $0.01 par valueSEC Table I · non-derivative | IndirectBy 401(k) plan | 19,440 |
Reported balance
Holding disclosure · report date 2018-02-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,440 F2: Based on a plan report dated February 6, 2018, the most recent plan report available. |
| Common Stock, $0.01 par valueSEC Table I · non-derivative | IndirectBy Spouse's Trust | 195,504 |
Reported balance
Holding disclosure · report date 2018-02-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 195,504 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes amounts acquired pursuant to dividend reinvestment.
F2: Based on a plan report dated February 6, 2018, the most recent plan report available.
WELLS FARGO & COMPANY/MN
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,851.9647 |
Reported balance
After 2026-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-28 · Grant · Acquired 3,436 · Balance 17,851.9647 F1: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2: Each Common Stock Unit represents a right to receive one share of Company common stock. F3: Includes dividend equivalents reinvested in additional Common Stock Units. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 4,244 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,244 |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director.
F2: Each Common Stock Unit represents a right to receive one share of Company common stock.
F3: Includes dividend equivalents reinvested in additional Common Stock Units.
XCEL ENERGY INC
Report date May 15, 2019 · Filed May 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,481 |
Reported balance
After 2019-05-15 transaction · row 1
1 source rowRow 1 · 2019-05-15 · Grant · Acquired 2,621 · Balance 13,481 |
| Stock Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 65,712.763 |
Reported balance
After 2019-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-05-15 · Grant · Acquired 0.461 · Balance 65,712.763 F1: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2: Includes 1,992.729 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash.
F2: Includes 1,992.729 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DOW CHEMICAL CO /DE/
Report date August 31, 2017 · Filed September 05, 2017
Section 16 reporting ended · disclosed 2017-09-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-08-31 transaction · row 1
1 source rowRow 1 · 2017-08-31 · Disposition to issuer · Disposed 8,390.4071 · Balance 0 F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 11, 2015, as amended on March 31, 2017 (the "Merger Agreement"), by and among the Issuer, E. I. du Pont de Nemours and Company, DowDuPont Inc. (f/k/a Diamond-Orion HoldCo, Inc., "DowDuPont"), Diamond Merger Sub, Inc. and Orion Merger Sub, Inc, pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly-owned subsidiary of DowDuPont. In the Merger, each share of Issuer Common Stock, par value $2.50 per share, was exchanged for one share of common stock, par value $0.01 per share, of DowDuPont ("DowDuPont Common Stock"). The closing price of a share of Common Stock on August 31, 2017 (the last trading day prior to the effectiveness of the Merger) was $66.65, and the closing price of a share of DowDuPont common stock on September 1, 2017 (the effective date of the Merger) was $67.18. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 11, 2015, as amended on March 31, 2017 (the "Merger Agreement"), by and among the Issuer, E. I. du Pont de Nemours and Company, DowDuPont Inc. (f/k/a Diamond-Orion HoldCo, Inc., "DowDuPont"), Diamond Merger Sub, Inc. and Orion Merger Sub, Inc, pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly-owned subsidiary of DowDuPont. In the Merger, each share of Issuer Common Stock, par value $2.50 per share, was exchanged for one share of common stock, par value $0.01 per share, of DowDuPont ("DowDuPont Common Stock"). The closing price of a share of Common Stock on August 31, 2017 (the last trading day prior to the effectiveness of the Merger) was $66.65, and the closing price of a share of DowDuPont common stock on September 1, 2017 (the effective date of the Merger) was $67.18.
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 25, 2017 Filed Jan 27, 2017 21:18 UTC | US BANCORP DE USB · Entity 2923 | Exercise / conversionCommon Stock, $0.01 par value | 707,726 | $31.04 | $21,967,815.04 |
DisclosureSEC source: 0001225208-17-001872 · doc4.xml · nonDerivative · entry 1 DAVIS RICHARD K · CIK 0001185480 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504,607 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 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 21:27 UTC | US BANCORP DE USB · Entity 2923 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 750,000 | $0.00 Strike: $31.04 | $0.00 |
DisclosureSEC source: 0001225208-16-041802 · doc4.xml · derivative · entry 6 DAVIS RICHARD K · CIK 0001185480 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 707,726 Underlying: Common Stock, $0.01 par value · 750,000 shares Expires 2018-01-16 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. F4 · derivative.exercise_date: The option vested in four equal annual installments beginning on January 16, 2009. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 21:27 UTC | US BANCORP DE USB · Entity 2923 | SaleCommon Stock, $0.01 par value | 750,000 | $47.60 | $35,700,000.00 |
DisclosureSEC source: 0001225208-16-041802 · doc4.xml · nonDerivative · entry 3 DAVIS RICHARD K · CIK 0001185480 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 796,730 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $47.25 to $47.79. The reporting person will provide to the issuer, any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 21:27 UTC | US BANCORP DE USB · Entity 2923 | Exercise / conversionCommon Stock, $0.01 par value | 750,000 | $31.04 | $23,280,000.00 |
DisclosureSEC source: 0001225208-16-041802 · doc4.xml · nonDerivative · entry 2 DAVIS RICHARD K · CIK 0001185480 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,546,730 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 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| May 11, 2016 Filed Nov 15, 2016 21:27 UTC | US BANCORP DE USB · Entity 2923 | GiftCommon Stock, $0.01 par value | 17,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041802 · doc4.xml · nonDerivative · entry 1 DAVIS RICHARD K · CIK 0001185480 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 796,388 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.