Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AbbVie Inc.ABBV · Entity 2800 | Director | May 08, 2026 | May 12, 2026 |
| PROCTER & GAMBLE CoPG · Entity 2814 | CEO - Health Care | December 03, 2025 | December 05, 2025 |
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.
AbbVie Inc.
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 3,643 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 1,118 · Balance 3,643 F1: These are restricted stock units awarded under the AbbVie Amended and Restated 2013 Incentive Stock Program (the "Program"). They will be paid, on a one-to-one basis, in shares of AbbVie common stock on the earlier of the date of the director's separation from service, death, or the occurrence of a change in control (as defined in the Program). |
Filing footnotes · ownership attribution and instrument terms
F1: These are restricted stock units awarded under the AbbVie Amended and Restated 2013 Incentive Stock Program (the "Program"). They will be paid, on a one-to-one basis, in shares of AbbVie common stock on the earlier of the date of the director's separation from service, death, or the occurrence of a change in control (as defined in the Program).
PROCTER & GAMBLE Co
Report date December 03, 2025 · Filed December 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,828.5086 |
Reported balance
After 2025-12-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-03 · Exercise / conversion · Acquired 60.43 · Balance 61,828.5086 F1: Total includes grant of dividend equivalents in the form of Restricted Stock Units (RSU's) settled in common stock. |
| Common StockSEC Table I · non-derivative | Direct | 61,768.0786 |
Reported balance
After 2025-12-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-12-03 · Tax withholding · Disposed 60.43 · Balance 61,768.0786 F2: Shares withheld to cover taxes on previous Restricted Stock Unit grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 262.6603 |
Reported balance
After 2025-11-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-11-17 · Grant · Acquired 33.9576 · Balance 262.6603 F3: Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program. All such RSUs represent a contingent right to receive Procter & Gamble common stock. F4: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 965.57 |
Reported balance
After 2025-12-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-12-03 · Exercise / conversion · Disposed 60.43 · Balance 965.57 F5: Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2025. F4: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Plan Trustee | 15,535.3029 |
Reported balance
Holding disclosure · report date 2025-12-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15,535.3029 |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes grant of dividend equivalents in the form of Restricted Stock Units (RSU's) settled in common stock.
F2: Shares withheld to cover taxes on previous Restricted Stock Unit grant.
F3: Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program. All such RSUs represent a contingent right to receive Procter & Gamble common stock.
F4: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account.
F5: Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2025.
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 03, 2022 Filed Oct 4, 2022 21:30 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 6,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-023552 · form4.xml · nonDerivative · entry 1 Davis Jennifer L. · CIK 0001916665 · CEO - Health Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,640.7879 F1 · price: Restricted Stock Units awarded pursuant to Issuer's 2019 Stock and Incentive Compensation Plan. Read SEC document |
| August 23, 2022 Filed Aug 24, 2022 12:53 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (Right to Buy) · Derivative | 27,809 | $0.00 Strike: $91.07 | $0.00 |
DisclosureSEC source: 0001127602-22-021507 · form4.xml · derivative · entry 4 Davis Jennifer L. · CIK 0001916665 · CEO - Health Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,809 shares Expires 2027-02-26 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 |
| August 23, 2022 Filed Aug 24, 2022 12:53 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | SaleCommon Stock | 27,809 | $147.95 | $4,114,341.55 |
DisclosureSEC source: 0001127602-22-021507 · form4.xml · nonDerivative · entry 2 Davis Jennifer L. · CIK 0001916665 · CEO - Health Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,894.7879 Read SEC document |
| August 23, 2022 Filed Aug 24, 2022 12:53 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 27,809 | $91.07 | $2,532,565.63 |
DisclosureSEC source: 0001127602-22-021507 · form4.xml · nonDerivative · entry 1 Davis Jennifer L. · CIK 0001916665 · CEO - Health Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,703.7879 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 |
| August 17, 2022 Filed Aug 18, 2022 16:46 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | SaleCommon Stock | 7,621 | $149.33 | $1,138,039.36 |
DisclosureSEC source: 0001127602-22-021279 · form4.xml · nonDerivative · entry 2 Davis Jennifer L. · CIK 0001916665 · CEO - Health Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,894.7879 F3 · shares: Shares sold to cover taxes on Stock Award. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 16:46 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 19,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021279 · form4.xml · nonDerivative · entry 1 Davis Jennifer L. · CIK 0001916665 · CEO - Health Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,515.7879 F1 · price: Stock award pursuant to issuer's 2019 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units (RSU's) settled in common stock. Read SEC document |
| August 15, 2022 Filed Aug 18, 2022 16:46 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantRestricted Stock Units · Derivative | 8.6232 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021279 · form4.xml · derivative · entry 4 Davis Jennifer L. · CIK 0001916665 · CEO - Health Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16.8499 Underlying: Common Stock · 8.6232 shares Expires not disclosed F4 · derivative.exercise_price: Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program. All such RSUs represent a contingent right to receive Procter & Gamble common stock. F5 · derivative.exercise_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. F5 · derivative.expiration_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 16:43 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantRestricted Stock Units · Derivative | 623 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020529 · form4.xml · derivative · entry 5 Davis Jennifer L. · CIK 0001916665 · CEO - Health Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623 Underlying: Common Stock · 623 shares Expires not disclosed F7 · derivative.exercise_price: Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2022. F4 · derivative.exercise_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. F4 · derivative.expiration_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. Read SEC document |
| July 18, 2022 Filed Aug 5, 2022 16:43 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantSeries A Preferred Stock · Derivative | 115.7759 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020529 · form4.xml · derivative · entry 4 Davis Jennifer L. · CIK 0001916665 · CEO - Health Care 10b5-1 filing: Not disclosed Ownership: Indirect · By Retirement Plan Trustee Disclosed balance after: 4,138.4987 Underlying: Common Stock · 115.7759 shares Expires not disclosed F5 · derivative.exercise_price: Higher of $6.82 (adjusted for 2-for-1 stock split effective May 21, 2004) or market price of Common Stock. F6 · derivative.exercise_date: Shares held by Retirement Plan Trustees. If Officer terminates employment and elects distribution of shares, or, if after age 50 elects alternative investment within Plan, Preferred Stock converted/redeemed at specified conversion/exercise price. F6 · derivative.expiration_date: Shares held by Retirement Plan Trustees. If Officer terminates employment and elects distribution of shares, or, if after age 50 elects alternative investment within Plan, Preferred Stock converted/redeemed at specified conversion/exercise price. Read SEC document |
| May 16, 2022 Filed Aug 5, 2022 16:43 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantRestricted Stock Units · Derivative | 8.2267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020529 · form4.xml · derivative · entry 3 Davis Jennifer L. · CIK 0001916665 · CEO - Health Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8.2267 Underlying: Common Stock · 8.2267 shares Expires not disclosed F3 · derivative.exercise_price: Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program. All such RSUs represent a contingent right to receive Procter & Gamble common stock. F4 · derivative.exercise_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. F4 · derivative.expiration_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. 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.