Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMGEN INCAMGN · Entity 2832 | Director | May 19, 2026 | May 21, 2026 |
| LEVI STRAUSS & COLEVI · Entity 3651 | Director | August 05, 2026 | August 07, 2026 |
| MCDONALDS CORPMCD · Entity 2849 | Director | December 31, 2022 | January 04, 2023 |
| Uber Technologies, IncUBER · Entity 2867 | Director | May 05, 2026 | May 05, 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.
AMGEN INC
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,251 |
Reported balance
After 2026-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 665 · Balance 26,251 F1: The Restricted Stock Units (RSUs) were granted pursuant to the Amgen Inc. 2009 Director Incentive Program, as amended, under the Amgen Inc. Second Amended and Restated 2009 Equity Incentive Plan and vested immediately. Vested RSUs are paid in shares of the Company's common stock on a one-to-one basis. Vested RSUs may be deferred by the director, in which case payment will occur according to the elected deferral schedule. F2: These shares include 3,943 DEs granted pursuant to the Amgen Inc. Second Amended and Restated 2009 Equity Incentive Plan and subject to a qualifying dividend reinvestment plan. DEs are credited to the reporting person's unvested Restricted Stock Units and are paid out in shares of the Company's common stock on a one-to-one basis according to the vesting schedule, along with a cash payment for any remaining fractional share amount. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units (RSUs) were granted pursuant to the Amgen Inc. 2009 Director Incentive Program, as amended, under the Amgen Inc. Second Amended and Restated 2009 Equity Incentive Plan and vested immediately. Vested RSUs are paid in shares of the Company's common stock on a one-to-one basis. Vested RSUs may be deferred by the director, in which case payment will occur according to the elected deferral schedule.
F2: These shares include 3,943 DEs granted pursuant to the Amgen Inc. Second Amended and Restated 2009 Equity Incentive Plan and subject to a qualifying dividend reinvestment plan. DEs are credited to the reporting person's unvested Restricted Stock Units and are paid out in shares of the Company's common stock on a one-to-one basis according to the vesting schedule, along with a cash payment for any remaining fractional share amount.
LEVI STRAUSS & CO
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 103,606 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Grant · Acquired 381 · Balance 103,606 F1: Represents dividend equivalent rights (DERs), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs vest and are delivered consistent with the underlying awards to which they relate. Unvested awards and the related DERs vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant of the underlying award. Certain DERs are fully vested. All awards are subject to a deferred delivery feature, these same terms apply to the related DERs. |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 220,268 |
Reported balance
After 2026-08-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-05 · Grant · Acquired 293 · Balance 220,268 F2: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3: Represents DERs, each of which represents a contingent right to receive one share of the issuer's Class B Common Stock upon settlement. The DERs are fully vested. The underlying shares of Class B Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights (DERs), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs vest and are delivered consistent with the underlying awards to which they relate. Unvested awards and the related DERs vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant of the underlying award. Certain DERs are fully vested. All awards are subject to a deferred delivery feature, these same terms apply to the related DERs.
F2: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.
F3: Represents DERs, each of which represents a contingent right to receive one share of the issuer's Class B Common Stock upon settlement. The DERs are fully vested. The underlying shares of Class B Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.
MCDONALDS CORP
Report date December 31, 2022 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 65,793.36 |
Reported balance
After 2022-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-12-31 · Grant · Acquired 726.49 · Balance 65,793.36 F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4: Includes shares acquired through dividend reinvestment. |
| Common StockSEC Table I · non-derivative | IndirectBy Eckert Living Trust | 5,000 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan").
F2: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation.
F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board.
F4: Includes shares acquired through dividend reinvestment.
Uber Technologies, Inc
Report date May 05, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,045 |
Reported balance
After 2026-05-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 4,045 · Balance 4,045 F1: The reporting person was granted 4,045 restricted stock units (RSUs) on May 5, 2026 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2027 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer on the date of the reporting person's termination of service, pursuant to the Uber Technologies, Inc. RSU Conversion and Deferral Program for Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was granted 4,045 restricted stock units (RSUs) on May 5, 2026 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2027 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer on the date of the reporting person's termination of service, pursuant to the Uber Technologies, Inc. RSU Conversion and Deferral Program for Directors.
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 |
|---|---|---|---|---|---|---|
| September 30, 2004 Filed Oct 4, 2004 14:25 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 696 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-005595 · doc1.xml · derivative · entry 2 ECKERT ROBERT · CIK 0001194256 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696 Underlying: Common Stock · 696 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 19:15 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 673 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-003941 · doc1.xml · derivative · entry 2 ECKERT ROBERT · CIK 0001194256 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673 Underlying: Common Stock · 673 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| May 20, 2004 Filed May 24, 2004 19:48 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 5,000 | $25.31 Strike: $25.31 | $126,550.00 |
DisclosureSEC source: 0001140361-04-003236 · doc1.xml · derivative · entry 2 ECKERT ROBERT · CIK 0001194256 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2014-05-20 F1 · derivative.exercise_date: Options become exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| March 31, 2004 Filed Apr 1, 2004 20:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-002186 · doc1.xml · derivative · entry 2 ECKERT ROBERT · CIK 0001194256 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683 Underlying: Common Stock · 683 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 31, 2003 Filed Jan 2, 2004 18:22 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 986 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-000027 · doc1.xml · derivative · entry 2 ECKERT ROBERT · CIK 0001194256 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 986 Underlying: Common Stock · 986 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 01, 2003 Filed Dec 2, 2003 21:01 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 15 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-004614 · doc1.xml · derivative · entry 2 ECKERT ROBERT · CIK 0001194256 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15 Underlying: Common Stock · 15 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 15:47 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 712 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-003576 · doc1.xml · derivative · entry 1 ECKERT ROBERT · CIK 0001194256 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712 Underlying: Common Stock · 712 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| August 05, 2003 Filed Aug 6, 2003 16:38 UTC | MCDONALDS CORP MCD · Entity 2849 | PurchaseCommon Stock | 5,000 | $22.40 | $112,000.00 |
DisclosureSEC source: 0001140361-03-002692 · primary_doc.xml · nonDerivative · entry 1 ECKERT ROBERT · CIK 0001194256 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 5,000 Read SEC document |
| June 30, 2003 Filed Jul 1, 2003 17:31 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 265 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-03-002253 · doc1.xml · derivative · entry 1 ECKERT ROBERT · CIK 0001194256 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265 Underlying: Common Stock · 265 shares Expires 1988-08-08 F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors’ Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors’ Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. 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.