Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMGEN INCAMGN · Entity 2832 | Director · Chairman, CEO and President | May 07, 2026 | May 11, 2026 |
| BOEING COBA · Entity 2862 | Director | July 01, 2026 | July 06, 2026 |
| NORFOLK SOUTHERN CORPNSC · Entity 2965 | Director | March 10, 2017 | March 14, 2017 |
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 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 505,160 |
Reported balance
After 2026-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-07 · Tax withholding · Disposed 2,079 · Balance 505,160 F1: These shares include 1,273 Dividend Equivalents (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. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 60,060 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 60,060 |
| Common StockSEC Table I · non-derivative | IndirectBy Spousal GRAT | 60,060 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 60,060 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 29,940 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 29,940 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares include 1,273 Dividend Equivalents (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.
BOEING CO
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 16,282.795 |
Reported balance
After 2026-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 406 · Balance 16,282.795 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
NORFOLK SOUTHERN CORP
Report date March 10, 2017 · Filed March 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,717.4372 |
Reported balance
After 2017-03-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-10 · Grant · Acquired 59.3214 · Balance 11,717.4372 F1: Reports the number of restricted stock units credited to the reporting person's account in the Norfolk Southern Corporation Long-Term Incentive Plan in the form of dividend equivalent payments on restricted stock units held under the plan, calculated on the basis of the market value of the company's common stock on the dividend payment date. These units ultimately will be satisfied in common stock upon the reporting person's termination of service or death. |
| Common StockSEC Table I · non-derivative | Direct | 3,000 |
Reported balance
Holding disclosure · report date 2017-03-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Reports the number of restricted stock units credited to the reporting person's account in the Norfolk Southern Corporation Long-Term Incentive Plan in the form of dividend equivalent payments on restricted stock units held under the plan, calculated on the basis of the market value of the company's common stock on the dividend payment date. These units ultimately will be satisfied in common stock upon the reporting person's termination of service or death.
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 |
|---|---|---|---|---|---|---|
| March 12, 2010 Filed Mar 16, 2010 18:08 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 12,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-008766 · form4.xml · nonDerivative · entry 1 Bradway Robert A · CIK 0001396482 · Executive V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,358 F1 · security: These shares include the following Restricted Stock Units (RSUs) granted under the Company's Amended and Restated 1991 Equity Incentive Plan: 3,750 RSUs which vest on 7/17/2010; 9,000 RSUs which vest in three equal annual installments of 3,000 each commencing 4/29/2010; and 12,000 RSUs which vests in four equal annual installments of 3,000 each commencing 4/29/2010. Vested RSUs will be paid in shares of the Company's common stock on a one-to-one basis unless payment is otherwise deferred by the reporting person. Read SEC document |
| July 17, 2009 Filed Jul 20, 2009 21:14 UTC | AMGEN INC AMGN · Entity 2832 | Tax withholdingCommon Stock | 1,716 | $58.47 | $100,334.52 |
DisclosureSEC source: 0001127602-09-015771 · form4.xml · nonDerivative · entry 1 Bradway Robert A · CIK 0001396482 · Executive V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,034 F1 · security: These shares include the following Restricted Stock Units (RSUs) granted under the Company's Amended and Restated 1991 Equity Incentive Plan: 3,750 RSUs which vest on 7/17/2010; 9,000 RSUs which vest in three equal annual installments of 3,000 each commencing 4/29/2010; and 12,000 RSUs which vests in four equal annual installments of 3,000 each commencing 4/29/2010. Vested RSUs will be paid in shares of the Company's common stock on a one-to-one basis unless payment is otherwise deferred by the reporting person. Read SEC document |
| April 29, 2009 Filed May 1, 2009 22:58 UTC | AMGEN INC AMGN · Entity 2832 | Tax withholdingCommon Stock | 1,373 | $50.44 | $69,254.12 |
DisclosureSEC source: 0001127602-09-010343 · form4.xml · nonDerivative · entry 1 Bradway Robert A · CIK 0001396482 · Executive V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,377 F1 · balance_after: These shares include the following Restricted Stock Units (RSUs) granted under the Company's Amended and Restated 1991 Equity Incentive Plan: 7,500 RSUs which vest in two equal annual installments of 3,750 each commencing 7/17/2009; 9,000 RSUs which vest in three equal annual installments of 3,000 each commencing 4/29/2010; and 12,000 RSUs which vests in four equal annual installments of 3,000 each commencing 4/29/2010. Vested RSUs will be paid in shares of the Company's common stock on a one-to-one basis unless payment is otherwise deferred by the reporting person. F2 · balance_after: The amount of the Company's Common Stock beneficially owned at the end of the month and held directly by the reporting person has been adjusted to reflect an acquisition of the Company's Common Stock under the 423(b) Plan in a transaction exempt pursuant to Rule 16a-3(f)(1)(k)(B). Read SEC document |
| April 28, 2009 Filed Apr 30, 2009 19:23 UTC | AMGEN INC AMGN · Entity 2832 | GrantNqso (Right to Buy) · Derivative | 84,000 | $0.00 Strike: $50.44 | $0.00 |
DisclosureSEC source: 0001127602-09-010097 · form4.xml · derivative · entry 3 Bradway Robert A · CIK 0001396482 · Executive V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,000 Underlying: Common Stock · 84,000 shares Expires 2016-04-28 F3 · derivative.exercise_date: These shares are exercisable in four equal annual installments of 25% each commencing 04/28/2010. Read SEC document |
| April 28, 2009 Filed Apr 30, 2009 19:23 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-010097 · form4.xml · nonDerivative · entry 1 Bradway Robert A · CIK 0001396482 · Executive V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 F1 · security: The Restricted Stock Units (RSUs) were granted pursuant to the Company's Amended and Restated 1991 Equity Incentive Plan (the "1991 Plan"). RSUs vest in four equal annual installments of 25% each commence April 28, 2010. Vested RSUs will be paid in shares of the Company's common stock on a one-to-one basis unless payment is otherwise deferred by the reporting person. Read SEC document |
| July 17, 2008 Filed Jul 21, 2008 17:57 UTC | AMGEN INC AMGN · Entity 2832 | Tax withholdingCommon Stock | 1,340 | $52.64 | $70,537.60 |
DisclosureSEC source: 0001181431-08-043783 · rrd213541.xml · nonDerivative · entry 1 Bradway Robert A · CIK 0001396482 · Executive V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,685 F1 · security: Includes 19,500 Restricted Stock Units (RSUs) which were granted pursuant to the Company's Amended and Restated 1991 Equity Incentive Plan as follows: 7,500 RSU's are exercisable in 2 equal annual installments of 50% each beginning 7/17/2009; and 12,000 RSU's are exercisable in 4 equal installments of 25% each commencing on April 29, 2009. Vested RSU's will be paid in shares of the Company's common stock on a one-to-one basis unless payment is otherwise deferred by the executive officer. Read SEC document |
| April 29, 2008 Filed May 1, 2008 00:05 UTC | AMGEN INC AMGN · Entity 2832 | GrantNQSO (Right to Buy) · Derivative | 84,000 | $42.13 Strike: $42.13 | $3,538,920.00 |
DisclosureSEC source: 0001181431-08-027701 · rrd204705.xml · derivative · entry 2 Bradway Robert A · CIK 0001396482 · Executive V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,000 Underlying: Common Stock · 84,000 shares Expires 2015-04-29 F2 · derivative.exercise_date: This option is exercisable in four equal annual installments of 25% each commencing April 29, 2009. Read SEC document |
| April 29, 2008 Filed May 1, 2008 00:05 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-027701 · rrd204705.xml · nonDerivative · entry 1 Bradway Robert A · CIK 0001396482 · Executive V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,025 F1 · security: The Restricted Stock Units (RSUs) were granted pursuant to the Company's Amended and Restated 1991 Equity Incentive Plan. RSUs vest in four equal annual installments of 25% each commencing on April 29, 2009. Vested RSUs will be paid in shares of the Company's common stock on a one-to-one basis unless payment is otherwise deferred by the executive officer. Read SEC document |
| July 17, 2007 Filed Jul 18, 2007 17:02 UTC | AMGEN INC AMGN · Entity 2832 | Tax withholdingCommon Stock | 1,340 | $55.33 | $74,142.20 |
DisclosureSEC source: 0001181431-07-046409 · rrd166299.xml · nonDerivative · entry 1 Bradway Robert A · CIK 0001396482 · Executive V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,025 F1 · balance_after: The amount of the Company's common stock beneficially owned as of the date of this transaction and held directly by the reporting person has been adjusted to reflect an acquisition of shares of the Company's common stock under the 423(b) Plan in a transaction exempt pursuant to Rule 16a-3(f)(I)-(k)-(B). Read SEC document |
| April 26, 2007 Filed Apr 30, 2007 21:25 UTC | AMGEN INC AMGN · Entity 2832 | GrantNQSO (Right to Buy) · Derivative | 58,608 | $62.55 Strike: $62.55 | $3,665,930.40 |
DisclosureSEC source: 0001181431-07-028122 · rrd155990.xml · derivative · entry 3 Bradway Robert A · CIK 0001396482 · Executive V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,608 Underlying: Common Stock · 58,608 shares Expires 2014-04-26 F2 · derivative.exercise_date: This option is exercisable in four equal annual installments commencing April 26, 2008. Read SEC document |
| April 26, 2007 Filed Apr 30, 2007 21:25 UTC | AMGEN INC AMGN · Entity 2832 | GrantISO (Right to Buy) · Derivative | 6,392 | $62.55 Strike: $62.55 | $399,819.60 |
DisclosureSEC source: 0001181431-07-028122 · rrd155990.xml · derivative · entry 2 Bradway Robert A · CIK 0001396482 · Executive V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,392 Underlying: Common Stock · 6,392 shares Expires 2014-04-26 F2 · derivative.exercise_date: This option is exercisable in four equal annual installments commencing April 26, 2008. 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.