Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | Director | April 28, 2026 | April 30, 2026 |
| MICROSOFT CORPMSFT · Entity 1016 | Director | September 10, 2026 | September 11, 2026 |
| PEPSICO INCPEP · Entity 2848 | Vice Chairman, EVP & CFO | November 10, 2023 | November 14, 2023 |
| TWITTER, INC.TWTR · Entity 15435 | Director | May 25, 2017 | May 26, 2017 |
| Walt Disney CoDIS · Entity 1887 | SEVP & Chief Financial Officer | January 15, 2026 | January 20, 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.
HCA Healthcare, Inc.
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,475 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 809 · Balance 4,475 F1: Represents common stock underlying 509 restricted share units attributable to an annual director equity award and 300 restricted share units received in lieu of an annual cash retainer for service as a director. The restricted share units shall vest on the sooner of the date of the 2027 annual shareholders' meeting of HCA Healthcare, Inc. or the first anniversary of the grant date. Vested shares will be delivered to the Reporting Person on the date the Reporting Person ceases to be a member of the Board of Directors of HCA Healthcare, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common stock underlying 509 restricted share units attributable to an annual director equity award and 300 restricted share units received in lieu of an annual cash retainer for service as a director. The restricted share units shall vest on the sooner of the date of the 2027 annual shareholders' meeting of HCA Healthcare, Inc. or the first anniversary of the grant date. Vested shares will be delivered to the Reporting Person on the date the Reporting Person ceases to be a member of the Board of Directors of HCA Healthcare, Inc.
MICROSOFT CORP
Report date September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,354.022 |
Reported balance
After 2026-09-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-10 · Grant · Acquired 4.341 · Balance 2,354.022 F2: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F3: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F4: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made in 5 equal annual installments commencing 30 days after the date of the reporting person's separation from service to the Board of Directors. |
| Common StockSEC Table I · non-derivative | Direct | 7,750 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,750 |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 68 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 68 F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F2: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock.
F3: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate.
F4: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made in 5 equal annual installments commencing 30 days after the date of the reporting person's separation from service to the Board of Directors.
PEPSICO INC
Report date November 10, 2023 · Filed November 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Direct | 136,823 |
Reported balance
After 2023-11-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-11-10 · Sale · Disposed 18,800 · Balance 136,823 F1: The shares with respect to this transaction were sold at prices ranging from $166.5000 to $166.6845. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each price. |
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Direct | 96,627 |
Reported balance
After 2023-11-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-11-10 · Sale · Disposed 29,588 · Balance 96,627 F2: The shares with respect to this transaction were sold at prices ranging from $166.6500 to $166.7800. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each price. F3: Amount of securities beneficially owned following reported transaction reflects the transfer of the pecuniary interest in certain shares in a transaction exempt from Section 16 pursuant to Rule 16a-12. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,509.6766 |
Reported balance
After 2023-11-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-11-10 · Grant · Acquired 429.5589 · Balance 20,509.6766 F5: These phantom units are held under the PepsiCo Executive Income Deferral Program ("EID") and convert to shares of PepsiCo Common Stock on a one-for-one basis. F6: This amount relates to dividends credited to the reporting person's phantom stock account on various dates between March 2, 2023 and November 10, 2023 pursuant to the EID, at a price of $169.44 to $185.22. F7: This security is payable pursuant to the reporting person's election and the terms of the EID. |
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Indirectby 401(k) | 305.4406 |
Reported balance
Holding disclosure · report date 2023-11-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 305.4406 F4: Reflects the number of shares held under the reporting person's account in the PepsiCo Savings Plan as of November 10, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares with respect to this transaction were sold at prices ranging from $166.5000 to $166.6845. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each price.
F2: The shares with respect to this transaction were sold at prices ranging from $166.6500 to $166.7800. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each price.
F3: Amount of securities beneficially owned following reported transaction reflects the transfer of the pecuniary interest in certain shares in a transaction exempt from Section 16 pursuant to Rule 16a-12.
F4: Reflects the number of shares held under the reporting person's account in the PepsiCo Savings Plan as of November 10, 2023.
F5: These phantom units are held under the PepsiCo Executive Income Deferral Program ("EID") and convert to shares of PepsiCo Common Stock on a one-for-one basis.
F6: This amount relates to dividends credited to the reporting person's phantom stock account on various dates between March 2, 2023 and November 10, 2023 pursuant to the EID, at a price of $169.44 to $185.22.
F7: This security is payable pursuant to the reporting person's election and the terms of the EID.
TWITTER, INC.
Report date May 25, 2017 · Filed May 26, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,699 |
Reported balance
After 2017-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-05-25 · Grant · Acquired 12,534 · Balance 33,699 F1: Of the reported shares 12,534 shares are represented by RSUs granted on May 25, 2017 pursuant to the Issuer's Outside Director Compensation Policy. These RSUs will vest in quarterly installments beginning the first quarter following the date of grant, but will vest in full on the date of the next Annual Meeting of Stockholders if not fully vested on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Of the reported shares 12,534 shares are represented by RSUs granted on May 25, 2017 pursuant to the Issuer's Outside Director Compensation Policy. These RSUs will vest in quarterly installments beginning the first quarter following the date of grant, but will vest in full on the date of the next Annual Meeting of Stockholders if not fully vested on such date.
Walt Disney Co
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 20,340 |
Ending reported balance
After 2026-01-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-15 · Exercise / conversion · Acquired 9,421 · Balance 23,699 F1: Vesting of restricted stock units previously granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The remaining stock units vest as to 9,515 stock units on January 15, 2027, and 9,516 stock units on January 15, 2028. Includes dividend equivalents accrued on the award. F2: Restricted stock units convert into common stock at 1-for-1. Row 2 · 2026-01-15 · Tax withholding · Disposed 3,359 · Balance 20,340 F3: The 3,359 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 19,031 |
Reported balance
After 2026-01-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-01-15 · Exercise / conversion · Disposed 9,421 · Balance 19,031 F2: Restricted stock units convert into common stock at 1-for-1. F1: Vesting of restricted stock units previously granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The remaining stock units vest as to 9,515 stock units on January 15, 2027, and 9,516 stock units on January 15, 2028. Includes dividend equivalents accrued on the award. |
| Disney Common StockSEC Table I · non-derivative | IndirectLucas Tullier Contingent Trust | 96 |
Reported balance
Holding disclosure · report date 2026-01-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 96 |
| Disney Common StockSEC Table I · non-derivative | IndirectLucas Tullier Exempt Trusts | 126 |
Reported balance
Holding disclosure · report date 2026-01-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 126 |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of restricted stock units previously granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The remaining stock units vest as to 9,515 stock units on January 15, 2027, and 9,516 stock units on January 15, 2028. Includes dividend equivalents accrued on the award.
F2: Restricted stock units convert into common stock at 1-for-1.
F3: The 3,359 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction.
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, 2018 Filed Mar 5, 2018 22:49 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 16,108 | $108.56 | $1,748,692.53 |
DisclosureSEC source: 0001209191-18-016742 · doc4.xml · nonDerivative · entry 3 Johnston Hugh F · CIK 0001377489 · Vice Chairman, EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,879 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PEPunits. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:49 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 3,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016742 · doc4.xml · nonDerivative · entry 2 Johnston Hugh F · CIK 0001377489 · Vice Chairman, EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,987 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PepsiCo Equity Performance Units ("PEPunits") granted in March 2015, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:49 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 33,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016742 · doc4.xml · nonDerivative · entry 1 Johnston Hugh F · CIK 0001377489 · Vice Chairman, EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,118 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2021 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 175% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 23:01 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 526 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-18-000007 · edgar.xml · nonDerivative · entry 1 Johnston Hugh F · CIK 0001377489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,233 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 22:59 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-17-000122 · edgar.xml · nonDerivative · entry 1 Johnston Hugh F · CIK 0001377489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 707 Read SEC document |
| May 25, 2017 Filed May 26, 2017 20:08 UTC | TWITTER, INC. TWTR · Entity 15435 | GrantCommon Stock | 12,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-010206 · rdgdoc.xml · nonDerivative · entry 1 Johnston Hugh F · CIK 0001377489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,699 F1 · balance_after: Of the reported shares 12,534 shares are represented by RSUs granted on May 25, 2017 pursuant to the Issuer's Outside Director Compensation Policy. These RSUs will vest in quarterly installments beginning the first quarter following the date of grant, but will vest in full on the date of the next Annual Meeting of Stockholders if not fully vested on such date. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:29 UTC | PEPSICO INC PEP · Entity 2848 | GrantPhantom Stock Units · Derivative | 291.5021 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017784 · doc4.xml · derivative · entry 5 Johnston Hugh F · CIK 0001377489 · Vice Chair, EVP & CFO, PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,515.711 Underlying: PepsiCo, Inc. Common Stock · 291.5021 shares Expires not disclosed F5 · derivative.exercise_price: These phantom units are held under the PepsiCo Executive Income Deferral Program ("EID") and convert to shares of PepsiCo Common Stock on a one-for-one basis. F6 · shares: This amount relates to dividends credited to the reporting person's phantom stock account on various dates between July 2, 2016 and March 1, 2017 pursuant to the EID, at prices ranging from $104.56 to $108.77. F6 · price: This amount relates to dividends credited to the reporting person's phantom stock account on various dates between July 2, 2016 and March 1, 2017 pursuant to the EID, at prices ranging from $104.56 to $108.77. F7 · derivative.exercise_date: This security is payable pursuant to the reporting person's election and the terms of the EID. F7 · derivative.expiration_date: This security is payable pursuant to the reporting person's election and the terms of the EID. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:29 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 21,799 | $109.75 | $2,392,331.26 |
DisclosureSEC source: 0001209191-17-017784 · doc4.xml · nonDerivative · entry 3 Johnston Hugh F · CIK 0001377489 · Vice Chair, EVP & CFO, PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,928 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PEPunits. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:29 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 10,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017784 · doc4.xml · nonDerivative · entry 2 Johnston Hugh F · CIK 0001377489 · Vice Chair, EVP & CFO, PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,727 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PepsiCo Equity Performance Units ("PEPunits") granted in March 2014, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:29 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 32,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017784 · doc4.xml · nonDerivative · entry 1 Johnston Hugh F · CIK 0001377489 · Vice Chair, EVP & CFO, PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,891 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2020 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 175% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:30 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 70,275 | $0.00 Strike: $63.75 | $0.00 |
DisclosureSEC source: 0001209191-17-013436 · doc4.xml · derivative · entry 6 Johnston Hugh F · CIK 0001377489 · Vice Chair, EVP & CFO, PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PepsiCo, Inc. Common Stock · 70,275 shares Expires 2021-02-28 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. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:30 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 43,856 | $0.00 Strike: $66.50 | $0.00 |
DisclosureSEC source: 0001209191-17-013436 · doc4.xml · derivative · entry 5 Johnston Hugh F · CIK 0001377489 · Vice Chair, EVP & CFO, PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PepsiCo, Inc. Common Stock · 43,856 shares Expires 2020-04-11 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. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:30 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 195,437 | $107.63 | $21,034,356.63 |
DisclosureSEC source: 0001209191-17-013436 · doc4.xml · nonDerivative · entry 3 Johnston Hugh F · CIK 0001377489 · Vice Chair, EVP & CFO, PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,004 F1 · price: The shares with respect to this transaction were sold at prices ranging from $107.24 and $108.20, a portion of which were sold to cover option costs, taxes and broker commissions. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:30 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionPepsiCo, Inc. Common Stock | 70,275 | $63.75 | $4,480,031.25 |
DisclosureSEC source: 0001209191-17-013436 · doc4.xml · nonDerivative · entry 2 Johnston Hugh F · CIK 0001377489 · Vice Chair, EVP & CFO, PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,441 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. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:30 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionPepsiCo, Inc. Common Stock | 43,856 | $66.50 | $2,916,424.00 |
DisclosureSEC source: 0001209191-17-013436 · doc4.xml · nonDerivative · entry 1 Johnston Hugh F · CIK 0001377489 · Vice Chair, EVP & CFO, PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,166 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. 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.