Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Inc.AAPL · Entity 2389 | Director | May 27, 2026 | May 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.
Apple Inc.
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,699,576 |
Ending reported balance
After 2026-05-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-27 · Sale · Disposed 50,000 · Balance 3,764,576 F1: This transaction was executed in multiple trades at prices ranging from $310.76 to $311.42; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Row 2 · 2026-05-27 · Gift · Disposed 65,000 · Balance 3,699,576 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 56,000 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 56,000 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $310.76 to $311.42; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple.
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 |
|---|---|---|---|---|---|---|
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 1,200 | $88.27 | $105,924.00 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 13 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 700 | $88.26 | $61,782.00 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 12 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 900 | $88.25 | $79,425.00 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 11 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 100 | $88.24 | $8,824.00 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 10 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 200 | $88.23 | $17,646.00 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 9 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 1,400 | $88.22 | $123,508.00 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 8 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 2,459 | $88.21 | $216,908.39 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 7 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 1,400 | $88.20 | $123,480.00 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 6 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 900 | $88.19 | $79,371.00 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 5 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 1,100 | $88.18 | $96,998.00 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 4 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 1,100 | $88.17 | $96,987.00 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 3 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 100 | $88.16 | $8,816.00 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 2 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 21:53 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 8,032 | $88.15 | $707,997.51 |
DisclosureSEC source: 0001181431-05-011450 · rrd69340.xml · nonDerivative · entry 1 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,200 Read SEC document |
| November 03, 2004 Filed Nov 5, 2004 23:41 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 40,000 | $55.23 | $2,209,200.00 |
DisclosureSEC source: 0001181431-04-051127 · rrd57022.xml · nonDerivative · entry 1 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,200 Read SEC document |
| August 14, 2004 Filed Aug 16, 2004 22:05 UTC | Apple Inc. AAPL · Entity 2389 | GrantDirector Stock Option · Derivative | 10,000 | $30.84 Strike: $30.84 | $308,400.00 |
DisclosureSEC source: 0001181431-04-040415 · rrd50266.xml · derivative · entry 1 LEVINSON ARTHUR D · CIK 0001214128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,600 Underlying: Common Stock · 10,000 shares Expires 2014-08-14 F1 · security: Automatic grant pursuant to the 1997 Director Stock Option Plan 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.