Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Polaris Inc.PII · Entity 760 | Director | October 01, 2026 | October 03, 2026 |
| SPACE EXPLORATION TECHNOLOGIES CORPSPCX · Entity 8884 | Director · President and COO | April 18, 2026 | September 24, 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.
Polaris Inc.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,441.37 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 608.65 · Balance 30,441.37 F1: The reported transaction involved the crediting of 608.65 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 608.65 newly acquired CSEs, and 346.36 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the crediting of 608.65 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 608.65 newly acquired CSEs, and 346.36 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan.
SPACE EXPLORATION TECHNOLOGIES CORP
Report date April 18, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,472,035 |
Ending reported balance
After 2026-09-22 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2026-04-18 · Exercise / conversion · Acquired 138,900 · Balance 2,397,625 Row 2 · 2026-04-18 · Exercise / conversion · Acquired 74,410 · Balance 2,472,035 Row 3 · 2026-09-22 · Exercise / conversion · Acquired 138,900 · Balance 2,610,935 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026. Row 4 · 2026-09-22 · Exercise / conversion · Acquired 74,405 · Balance 2,685,340 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026. Row 5 · 2026-09-22 · Exercise / conversion · Acquired 128,865 · Balance 2,814,205 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026. Row 6 · 2026-09-22 · Sale · Disposed 12,500 · Balance 2,801,705 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026. F2: Represents the weighted average sale price. The highest price at which shares were sold was $151.58 and the lowest price at which shares were sold was $150.61. The Reporting Person undertakes to provide, upon request by the staff of the SEC, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 7 · 2026-09-22 · Sale · Disposed 7,600 · Balance 2,794,105 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026. F3: Represents the weighted average sale price. The highest price at which shares were sold was $152.60 and the lowest price at which shares were sold was $151.62. The Reporting Person undertakes to provide, upon request by the staff of the SEC, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 8 · 2026-09-22 · Sale · Disposed 145,809 · Balance 2,648,296 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026. F4: Represents the weighted average sale price. The highest price at which shares were sold was $153.61 and the lowest price at which shares were sold was $152.62. The Reporting Person undertakes to provide, upon request by the staff of the SEC, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 9 · 2026-09-22 · Sale · Disposed 151,844 · Balance 2,496,452 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026. F5: Represents the weighted average sale price. The highest price at which shares were sold was $154.61 and the lowest price at which shares were sold was $153.62. The Reporting Person undertakes to provide, upon request by the staff of the SEC, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 10 · 2026-09-22 · Sale · Disposed 24,417 · Balance 2,472,035 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026. F6: Represents the weighted average sale price. The highest price at which shares were sold was $154.94 and the lowest price at which shares were sold was $154.63. The Reporting Person undertakes to provide, upon request by the staff of the SEC, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Option to Buy (Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $8.40 · Expires 2031-04-20 | Direct | 194,450 |
Reported balance
After 2026-04-18 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-04-18 · Exercise / conversion · Disposed 138,900 · Balance 194,450 F7: The remaining outstanding options will vest in approximately equal monthly installments through November 15, 2026, subject to the Reporting Person's continued employment with the Issuer. |
| Option to Buy (Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $11.20 · Expires 2032-04-27 | Direct | 104,165 |
Reported balance
After 2026-04-18 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-04-18 · Exercise / conversion · Disposed 74,410 · Balance 104,165 F7: The remaining outstanding options will vest in approximately equal monthly installments through November 15, 2026, subject to the Reporting Person's continued employment with the Issuer. |
| Option to Buy (Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $8.40 · Expires 2031-04-20 | Direct | 55,550 |
Reported balance
After 2026-09-22 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-09-22 · Exercise / conversion · Disposed 138,900 · Balance 55,550 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026. F7: The remaining outstanding options will vest in approximately equal monthly installments through November 15, 2026, subject to the Reporting Person's continued employment with the Issuer. |
| Option to Buy (Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $11.20 · Expires 2032-04-27 | Direct | 29,760 |
Reported balance
After 2026-09-22 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2026-09-22 · Exercise / conversion · Disposed 74,405 · Balance 29,760 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026. F7: The remaining outstanding options will vest in approximately equal monthly installments through November 15, 2026, subject to the Reporting Person's continued employment with the Issuer. |
| Option to Buy (Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $19.40 · Expires 2034-05-16 | Direct | 489,695 |
Reported balance
After 2026-09-22 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2026-09-22 · Exercise / conversion · Disposed 128,865 · Balance 489,695 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026. F8: The remaining outstanding options will vest in approximately equal monthly installments through November 15, 2029, subject to the Reporting Person's continued employment with the Issuer. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy QM RS 2021 Exempt Trust | 1,556,005 |
Reported balance
Holding disclosure · report date 2026-04-18 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 1,556,005 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy QM GS 2021 Exempt Trust | 1,556,055 |
Reported balance
Holding disclosure · report date 2026-04-18 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 1,556,055 |
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 June 23, 2026.
F2: Represents the weighted average sale price. The highest price at which shares were sold was $151.58 and the lowest price at which shares were sold was $150.61. The Reporting Person undertakes to provide, upon request by the staff of the SEC, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: Represents the weighted average sale price. The highest price at which shares were sold was $152.60 and the lowest price at which shares were sold was $151.62. The Reporting Person undertakes to provide, upon request by the staff of the SEC, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: Represents the weighted average sale price. The highest price at which shares were sold was $153.61 and the lowest price at which shares were sold was $152.62. The Reporting Person undertakes to provide, upon request by the staff of the SEC, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: Represents the weighted average sale price. The highest price at which shares were sold was $154.61 and the lowest price at which shares were sold was $153.62. The Reporting Person undertakes to provide, upon request by the staff of the SEC, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: Represents the weighted average sale price. The highest price at which shares were sold was $154.94 and the lowest price at which shares were sold was $154.63. The Reporting Person undertakes to provide, upon request by the staff of the SEC, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: The remaining outstanding options will vest in approximately equal monthly installments through November 15, 2026, subject to the Reporting Person's continued employment with the Issuer.
F8: The remaining outstanding options will vest in approximately equal monthly installments through November 15, 2029, subject to the Reporting Person's continued employment with the Issuer.
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 |
|---|---|---|---|---|---|---|
| October 01, 2019 Filed Oct 3, 2019 22:04 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 278.64 | $87.48 | $24,375.43 |
DisclosureSEC source: 0001209191-19-052396 · doc4.xml · nonDerivative · entry 1 Shotwell Gwynne · CIK 0001768956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,325.78 F1 · balance_after: The reported transaction involved the crediting of 278.64 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors in connection with the reporting person's election to defer receipt of their quarterly cash retainer payment. The total reported in column 5 includes the 278.64 newly acquired CSEs, and 13.64 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 17:22 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 270.29 | $90.18 | $24,374.75 |
DisclosureSEC source: 0001209191-19-040772 · doc4.xml · nonDerivative · entry 1 Shotwell Gwynne · CIK 0001768956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,033.5 F1 · balance_after: The reported transaction involved the crediting of 270.29 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors in connection with the reporting person's election to defer receipt of their quarterly cash retainer payment. The total reported in column 5 includes the 270.29 newly acquired CSEs, and 11.88 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| April 25, 2019 Filed Apr 29, 2019 22:05 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 1,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026458 · doc4.xml · nonDerivative · entry 1 Shotwell Gwynne · CIK 0001768956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,751.33 F1 · balance_after: The reported transaction involved the crediting of 1,372 deferred stock units granted under the Polaris Industries Inc. 2007 Omnibus Incentive Plan, each of which may be settled in one share of common stock pursuant to the Company's Deferred Compensation Plan for Directors. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 22:22 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 282.61 | $86.25 | $24,375.11 |
DisclosureSEC source: 0001209191-19-023450 · doc4.xml · nonDerivative · entry 1 Shotwell Gwynne · CIK 0001768956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379.33 F1 · balance_after: The reported transaction involved the crediting of 282.61 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors in connection with the reporting person's election to defer receipt of their quarterly cash retainer payment. The total reported in column 5 includes the 282.61 newly acquired CSEs, and .68 CSEs acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:57 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 96.04 | $87.42 | $8,395.82 |
DisclosureSEC source: 0001209191-19-016668 · doc4.xml · nonDerivative · entry 1 Shotwell Gwynne · CIK 0001768956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96.04 F1 · balance_after: The reported transaction involved the crediting of 96.04 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors in connection with the reporting person's election to defer receipt of their quarterly cash retainer payment. 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.