Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HUNTINGTON INGALLS INDUSTRIES, INC.HII · Entity 3476 | Director | October 01, 2026 | October 03, 2026 |
| Philip Morris International Inc.PM · Entity 2818 | Director | May 06, 2026 | May 08, 2026 |
| Stride, Inc.LRN · Entity 4119 | Director | January 03, 2022 | January 05, 2022 |
| TEGNA INCTGNA · Entity 56740 | EVP, CFO | May 22, 2023 | May 24, 2023 |
| Xylem Inc.XYL · Entity 430 | Director | May 14, 2026 | May 15, 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.
HUNTINGTON INGALLS INDUSTRIES, INC.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,413 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 177 · Balance 2,413 |
| Common Stock (SUA)SEC Table I · non-derivative | Direct | 7,851.241 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,851.241 |
Philip Morris International Inc.
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,537 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 1,119 · Balance 4,537 F1: Shares awarded under the Philip Morris International Inc. 2017 Stock Compensation Plan for Non-Employee Directors. F2: The average of the high and low price of Philip Morris International Inc. common stock on May 6, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares awarded under the Philip Morris International Inc. 2017 Stock Compensation Plan for Non-Employee Directors.
F2: The average of the high and low price of Philip Morris International Inc. common stock on May 6, 2026.
Stride, Inc.
Report date January 03, 2022 · Filed January 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,547 |
Reported balance
After 2022-01-03 transaction · row 1
1 source rowRow 1 · 2022-01-03 · Grant · Acquired 4,362 · Balance 16,547 F1: These shares are restricted and will vest on the earlier of (a) January 3, 2023, or (b) the next annual meeting of the stockholders of Stride, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are restricted and will vest on the earlier of (a) January 3, 2023, or (b) the next annual meeting of the stockholders of Stride, Inc.
TEGNA INC
Report date May 22, 2023 · Filed May 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2021 Performance SharesSEC Table II · derivative / convertible security | Direct | 40,337 |
Reported balance
After 2023-05-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-05-22 · Grant · Acquired 40,337 · Balance 40,337 F1: Each 2021 Performance Share represents a contingent right to receive one share of the underlying common stock. F2: The number of 2021 Performance Shares earned for the 2021-2022 performance period was determined as of May 22, 2023, as a result of the termination of the Issuer's previously reported merger agreement with an affiliate of Standard General L.P. F3: The 2021 Performance Shares vest on February 29, 2024 and, unless delivered earlier following a termination of employment of the reporting person or a change in control of the Issuer, the corresponding vested shares of the Issuer's common stock will be delivered to the reporting person on or about March 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each 2021 Performance Share represents a contingent right to receive one share of the underlying common stock.
F2: The number of 2021 Performance Shares earned for the 2021-2022 performance period was determined as of May 22, 2023, as a result of the termination of the Issuer's previously reported merger agreement with an affiliate of Standard General L.P.
F3: The 2021 Performance Shares vest on February 29, 2024 and, unless delivered earlier following a termination of employment of the reporting person or a change in control of the Issuer, the corresponding vested shares of the Issuer's common stock will be delivered to the reporting person on or about March 1, 2024.
Xylem Inc.
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,586 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,711 · Balance 18,586 F1: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in full on the trading day prior to the 2027 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in full on the trading day prior to the 2027 Annual Meeting of Shareholders.
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, 2016 Filed Oct 5, 2016 18:22 UTC | HUNTINGTON INGALLS INDUSTRIES, INC. HII · Entity 3476 | GrantCommon Stock | 162 | $153.52 | $24,870.24 |
DisclosureSEC source: 0001209191-16-144779 · doc4.xml · nonDerivative · entry 1 Harker Victoria D · CIK 0001350579 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 5,151.8305 F1 · shares: Shares of common stock deferred into stock unit account pursuant to Huntington Ingalls Industries, Inc. 2012 Long-Term Incentive Stock Plan, in an exempt transaction pursuant to Rule 16b-3. F2 · ownership.nature: Represents vested restricted stock units credited to the Reporting Person's account pursuant to Huntington Ingalls Industries, Inc.'s 2012 Long-Term Incentive Stock Plan. Each director stock unit represents a right to receive one share of Issuer common stock (or cash equivalent value), which will generally become payable within 30 days following the date a non-employee director ceases to provide services as a member of the board of directors. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 18:30 UTC | HUNTINGTON INGALLS INDUSTRIES, INC. HII · Entity 3476 | GrantCommon Stock | 15.269 | $162.92 | $2,487.63 |
DisclosureSEC source: 0001209191-16-141089 · doc4.xml · nonDerivative · entry 1 Harker Victoria D · CIK 0001350579 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 4,989.8305 F1 · shares: Huntington Ingalls Industries, Inc. paid a cash dividend of $0.50 per share of common stock on August 9, 2016. Pursuant to the terms of the Huntington Ingalls Industries, Inc. 2012 Long-Term Incentive Stock Plan, shares of common stock representing the dividend were deferred into a stock unit account in a transaction exempt by Rule 16b-3. F2 · shares: Pursuant to the terms of the Huntington Ingalls Industries, Inc. 2012 Long-Term Incentive Stock Plan, the number of shares is determined by dividing the aggregate amount of the dividend by the closing price of a share of common stock on the date of the payment of the dividend. F3 · balance_after: Represents vested restricted stock units credited to the Reporting Person's account pursuant to Huntington Ingalls Industries, Inc.'s 2012 Long-Term Incentive Stock Plan. Each director stock unit represents a right to receive one share of Issuer common stock (or cash equivalent value), which will generally become payable within 30 days following the date a non-employee director ceases to provide services as a member of the board of directors. 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.