Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | EVP, Chief of Operations | November 20, 2020 | November 24, 2020 |
| STANLEY BLACK & DECKER, INC.SWK · Entity 3378 | Director | March 19, 2024 | March 21, 2024 |
| WESTERN DIGITAL CORPWDC · Entity 1010 | Director · Chief Executive Officer | September 17, 2026 | September 21, 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.
CISCO SYSTEMS, INC.
Report date November 20, 2020 · Filed November 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 171,379 |
Reported balance
After 2020-11-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-11-20 · Tax withholding · Disposed 4,272 · Balance 171,379 F1: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a restricted stock unit award originally reported by the reporting person in a Form 3 filed with the Commission on February 1, 2018. F2: Includes 694 dividend equivalents accrued on unvested restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. |
| Common StockSEC Table I · non-derivative | Direct | 167,538 |
Reported balance
After 2020-11-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-11-24 · Sale · Disposed 3,841 · Balance 167,538 F3: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the reporting person on December 8, 2019. F4: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $41.98 to $42.64. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a restricted stock unit award originally reported by the reporting person in a Form 3 filed with the Commission on February 1, 2018.
F2: Includes 694 dividend equivalents accrued on unvested restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock.
F3: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the reporting person on December 8, 2019.
F4: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $41.98 to $42.64. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.
STANLEY BLACK & DECKER, INC.
Report date March 19, 2024 · Filed March 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,033.9433 |
Reported balance
After 2024-03-19 transaction · row 1
1 source rowRow 1 · 2024-03-19 · Grant · Acquired 54.128 · Balance 6,033.9433 F1: Under the Stanley Black & Decker, Inc. 2020 Restricted Stock Unit Deferral Plan for Non-Employee Directors (the "RSU Deferral Plan"), each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the average of the high and low price per share on the New York Stock Exchange on the payment date applicable to such dividend. The number of shares reflects the credit of such dividend equivalents to the reporting person's account under the RSU Deferral Plan. |
| Deferred SharesSEC Table II · derivative / convertible security | Direct | 4,714.2272 |
Reported balance
After 2024-03-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-19 · Grant · Acquired 38.6317 · Balance 4,714.2272 F2: Represents additional deferred shares acquired through the reinvestment of dividends paid on deferred shares credited to the reporting person's account under the Stanley Black & Decker, Inc. Deferred Compensation Plan for Non-Employee Directors (the "Deferred Compensation Plan"). Each deferred share entitles the holder thereof to receive one share of common stock upon settlement. The deferred shares credited to the reporting person's account under the Deferred Compensation Plan, including any additional deferred shares acquired through dividend reinvestment, will be settled in five approximately equal annual installments starting on the first business day of the calendar year immediately following the date on which the reporting person ceases to be a member of the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Under the Stanley Black & Decker, Inc. 2020 Restricted Stock Unit Deferral Plan for Non-Employee Directors (the "RSU Deferral Plan"), each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the average of the high and low price per share on the New York Stock Exchange on the payment date applicable to such dividend. The number of shares reflects the credit of such dividend equivalents to the reporting person's account under the RSU Deferral Plan.
F2: Represents additional deferred shares acquired through the reinvestment of dividends paid on deferred shares credited to the reporting person's account under the Stanley Black & Decker, Inc. Deferred Compensation Plan for Non-Employee Directors (the "Deferred Compensation Plan"). Each deferred share entitles the holder thereof to receive one share of common stock upon settlement. The deferred shares credited to the reporting person's account under the Deferred Compensation Plan, including any additional deferred shares acquired through dividend reinvestment, will be settled in five approximately equal annual installments starting on the first business day of the calendar year immediately following the date on which the reporting person ceases to be a member of the Board of Directors.
WESTERN DIGITAL CORP
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 265,612.727 |
Ending reported balance
After 2026-09-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-20 · Exercise / conversion · Acquired 56.762 · Balance 266,703.762 F1: The dividend equivalent rights were converted into, and paid in the form of, shares of the Issuer's common stock on a one-for-one basis in connection with the vesting of restricted stock units to which the dividend equivalent rights relate. A cash amount was also paid to the holder to settle a fractional dividend equivalent right. Row 2 · 2026-09-20 · Tax withholding · Disposed 1,091.035 · Balance 265,612.727 F2: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 857.238 |
Reported balance
After 2026-09-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-17 · Grant · Acquired 83.2995 · Balance 857.238 F3: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 800.4758 |
Reported balance
After 2026-09-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-20 · Exercise / conversion · Disposed 56.7622 · Balance 800.4758 F1: The dividend equivalent rights were converted into, and paid in the form of, shares of the Issuer's common stock on a one-for-one basis in connection with the vesting of restricted stock units to which the dividend equivalent rights relate. A cash amount was also paid to the holder to settle a fractional dividend equivalent right. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust via Inv Co | 112,500 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 112,500 |
| Common StockSEC Table I · non-derivative | Indirectby Personal Inv. Co. | 209,000 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 209,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The dividend equivalent rights were converted into, and paid in the form of, shares of the Issuer's common stock on a one-for-one basis in connection with the vesting of restricted stock units to which the dividend equivalent rights relate. A cash amount was also paid to the holder to settle a fractional dividend equivalent right.
F2: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e).
F3: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof.
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 |
|---|---|---|---|---|---|---|
| May 10, 2019 Filed May 14, 2019 21:21 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 2,163 | $52.92 | $114,465.96 |
DisclosureSEC source: 0001567619-19-010871 · doc1.xml · nonDerivative · entry 1 Tan Irving · CIK 0001729518 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,785 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of two (2) restricted stock unit awards originally reported by the reporting person in a Form 3 filed with the Commission on February 1, 2018 and in a Form 4 filed with the Commission on February 1, 2018. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 23:37 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 905 | $47.19 | $42,706.95 |
DisclosureSEC source: 0001567619-19-003385 · doc1.xml · nonDerivative · entry 1 Tan Irving · CIK 0001729518 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,948 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of two (2) restricted stock unit awards originally reported by the reporting person in a Form 3 filed with the Commission on February 1, 2018 and in a Form 4 filed with the Commission on February 1, 2018. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 21:52 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 28,000 | $48.43 | $1,356,126.80 |
DisclosureSEC source: 0001567619-18-007442 · doc1.xml · nonDerivative · entry 1 Tan Irving · CIK 0001729518 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,853 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $48.43 to $48.445. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| November 20, 2018 Filed Nov 21, 2018 23:01 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 4,535 | $45.75 | $207,476.25 |
DisclosureSEC source: 0001567619-18-006857 · doc1.xml · nonDerivative · entry 1 Tan Irving · CIK 0001729518 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,853 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of two (2) restricted stock unit awards originally reported by the reporting person in a Form 3 filed with the Commission on February 1, 2018. Read SEC document |
| November 10, 2018 Filed Nov 14, 2018 22:54 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 3,616 | $47.11 | $170,349.76 |
DisclosureSEC source: 0001567619-18-006390 · doc1.xml · nonDerivative · entry 1 Tan Irving · CIK 0001729518 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,388 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of two (2) restricted stock unit awards originally reported by the reporting person in a Form 3 filed with the Commission on February 1, 2018 and in a Form 4 filed with the Commission on February 1, 2018. Read SEC document |
| September 18, 2018 Filed Sep 21, 2018 00:18 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 74,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-002990 · doc1.xml · nonDerivative · entry 1 Tan Irving · CIK 0001729518 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,004 F1 · shares: Represents a restricted stock unit award that vests in installments, with twenty-five percent (25%) of the shares vesting on November 10, 2019 and six-and-one-quarter percent (6.25%) of the shares vesting quarterly thereafter. Read SEC document |
| September 14, 2018 Filed Sep 14, 2018 21:56 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 68,308 | $47.38 | $3,236,446.70 |
DisclosureSEC source: 0001567619-18-002674 · doc1.xml · nonDerivative · entry 1 Tan Irving · CIK 0001729518 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,763 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $47.30 to $47.44. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 23:48 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 15,802 | $47.07 | $743,800.14 |
DisclosureSEC source: 0001567619-18-002571 · doc1.xml · nonDerivative · entry 3 Tan Irving · CIK 0001729518 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,071 F3 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of the PRSUs described in footnotes 1 and 2 and the partial settlement of four (4) restricted stock unit awards originally reported by the reporting person in a Form 3 filed with the Commission on February 1, 2018. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 23:48 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 28,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-002571 · doc1.xml · nonDerivative · entry 2 Tan Irving · CIK 0001729518 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,873 F2 · shares: Represents settlement of a PRSU award granted on September 9, 2015 resulting from the satisfaction of performance metrics during the three-year performance period. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 23:48 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 10,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-002571 · doc1.xml · nonDerivative · entry 1 Tan Irving · CIK 0001729518 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,423 F1 · shares: Represents settlement of a performance-based restricted stock unit ("PRSU") award granted on May 28, 2015 resulting from the satisfaction of performance metrics during the three-year performance period. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 22:15 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 1,375 | $43.48 | $59,785.00 |
DisclosureSEC source: 0001140361-18-028466 · doc1.xml · nonDerivative · entry 1 Tan Irving · CIK 0001729518 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,905 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a restricted stock unit award originally reported by the reporting person in a Form 3 filed with the Commission on February 1, 2018. Read SEC document |
| March 11, 2018 Filed Mar 13, 2018 21:43 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 2,090 | $45.37 | $94,823.30 |
DisclosureSEC source: 0001140361-18-013310 · doc1.xml · nonDerivative · entry 1 Tan Irving · CIK 0001729518 · SVP, Operations and Digital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,280 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a restricted stock unit award originally reported by the reporting person in a Form 3 filed with the Commission on February 1, 2018. Read SEC document |
| January 30, 2018 Filed Feb 2, 2018 01:13 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 23,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004519 · doc1.xml · nonDerivative · entry 1 Tan Irving · CIK 0001729518 · SVP, Operations and Digital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,370 F1 · shares: Represents a restricted stock unit award that vests in installments, with twenty-five percent (25%) of the shares vesting on November 10, 2018 and six-and-one-quarter percent (6.25%) of the shares vesting quarterly thereafter. 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.