Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Inc.AAPL · Entity 2389 | Director | February 24, 2026 | February 26, 2026 |
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | May 04, 2026 | May 06, 2026 |
| TARGET CORPTGT · Entity 2967 | Director | March 11, 2026 | March 13, 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.
Apple Inc.
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2027-02-01 | Direct | 1,139 |
Reported balance
After 2026-02-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-24 · Grant · Acquired 1,139 · Balance 1,139 F1: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan, as Amended and Restated. F2: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan, as Amended and Restated.
F2: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
F3: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date.
BANK OF AMERICA CORP /DE/
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 246,347.52 |
Reported balance
After 2026-05-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-04 · Grant · Acquired 5,365.01 · Balance 246,347.52 F1: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F3: Includes 5,188.86 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 3,387 |
Reported balance
Holding disclosure · report date 2026-05-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,387 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock.
F2: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director.
F3: Includes 5,188.86 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.
TARGET CORP
Report date March 11, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,857 |
Reported balance
After 2026-03-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-11 · Grant · Acquired 1,676 · Balance 22,857 F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan. F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan.
F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.
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 22, 2013 Filed May 15, 2013 20:41 UTC Amendment | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 303 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-012364 · doc4a.xml · derivative · entry 1 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,670.23 Underlying: Common Stock · 303 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Represents phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. F2 · derivative.expiration_date: Represents phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. Read SEC document |
| May 09, 2012 Filed May 11, 2012 20:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 20,698.58 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-011950 · doc4.xml · derivative · entry 3 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,367.23 Underlying: Common Stock · 20,698.58 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · shares: Phantom stock units represent payment of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F1 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| March 23, 2012 Filed May 11, 2012 20:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 285.44 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-011950 · doc4.xml · derivative · entry 2 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,668.65 Underlying: Common Stock · 285.44 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units acquired between June 24, 2011 and March 23, 2012 with reinvested dividend equivalents under the Bank of America Director Deferral Plan which is exempt under Rule 16b-3. These phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired between June 24, 2011 and March 23, 2012 with reinvested dividend equivalents under the Bank of America Director Deferral Plan which is exempt under Rule 16b-3. These phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| May 11, 2011 Filed May 13, 2011 20:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 13,061.22 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-014274 · doc4.xml · derivative · entry 3 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,383.21 Underlying: Common Stock · 13,061.22 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · shares: Phantom stock units represent payment of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F1 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| March 25, 2011 Filed May 13, 2011 20:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 116.69 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-014274 · doc4.xml · derivative · entry 2 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,321.99 Underlying: Common Stock · 116.69 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units acquired between June 25, 2010 and March 25, 2011 with reinvested dividend equivalents under the Bank of America Director Deferral Plan which is exempt under Rule 16b-3. These Phantom Stock units may be settled in cash on death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired between June 25, 2010 and March 25, 2011 with reinvested dividend equivalents under the Bank of America Director Deferral Plan which is exempt under Rule 16b-3. These Phantom Stock units may be settled in cash on death or termination of service as a director. Read SEC document |
| April 28, 2010 Filed Apr 30, 2010 20:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 8,998.88 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-011476 · doc4.xml · derivative · entry 3 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,205.3 Underlying: Common Stock · 8,998.88 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · shares: Phantom stock units represent payment of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F1 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| March 26, 2010 Filed Apr 30, 2010 20:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 17.42 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-011476 · doc4.xml · derivative · entry 2 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,206.42 Underlying: Common Stock · 17.42 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F2 · derivative.expiration_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. Read SEC document |
| January 22, 2010 Filed Jan 22, 2010 21:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 2,000 | $15.21 | $30,420.00 |
DisclosureSEC source: 0001225208-10-002128 · doc4.xml · nonDerivative · entry 1 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| December 24, 2009 Filed Jan 22, 2010 21:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 20.44 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-002128 · doc4.xml · derivative · entry 3 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,189 Underlying: Common Stock · 20.44 shares Expires not disclosed F1 · derivative.exercise_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F1 · derivative.expiration_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. Read SEC document |
| September 25, 2009 Filed Jan 22, 2010 21:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 18.76 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-002128 · doc4.xml · derivative · entry 2 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,168.56 Underlying: Common Stock · 18.76 shares Expires not disclosed F1 · derivative.exercise_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F1 · derivative.expiration_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. Read SEC document |
| July 01, 2009 Filed Jul 6, 2009 13:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 549.21 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-015144 · doc4.xml · derivative · entry 3 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,149.8 Underlying: Common Stock · 549.21 shares Expires not disclosed F2 · shares: Phantom stock units represent payment, related to serving for a portion of the year as a committee chair, of Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F3 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| June 26, 2009 Filed Jul 6, 2009 13:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 23.98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-015144 · doc4.xml · derivative · entry 2 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,600.59 Underlying: Common Stock · 23.98 shares Expires not disclosed F1 · derivative.exercise_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F1 · derivative.expiration_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. Read SEC document |
| April 29, 2009 Filed May 1, 2009 17:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 18,433.18 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-011139 · doc4.xml · derivative · entry 3 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,576.61 Underlying: Common Stock · 18,433.18 shares Expires not disclosed F3 · shares: Stock units represent payment of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F2 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| March 27, 2009 Filed May 1, 2009 17:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 798.46 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-011139 · doc4.xml · derivative · entry 2 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,143.43 Underlying: Common Stock · 798.46 shares Expires not disclosed F1 · shares: Phantom stock units acquired between June 27, 2008 and March 27, 2009 with reinvested dividend equivalents under the Bank of America Director Deferral Plan which is exempt under Rule 16b-3. F2 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| April 23, 2008 Filed Apr 25, 2008 14:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 4,340.75 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-007053 · doc4.xml · derivative · entry 3 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,344.97 Underlying: Common Stock · 4,340.75 shares Expires not disclosed F3 · shares: Stock units represent payment of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F2 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| March 28, 2008 Filed Apr 25, 2008 14:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 382.44 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-007053 · doc4.xml · derivative · entry 2 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,004.22 Underlying: Common Stock · 382.44 shares Expires not disclosed F1 · shares: Phantom stock units acquired between June 22, 2007 and March 28, 2008 with reinvested dividend equivalents under the Bank of America Director Stock Plan which is exempt under Rule 16b-3. F2 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| June 11, 2007 Filed Jun 11, 2007 18:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 1,000 | $50.00 | $49,995.00 |
DisclosureSEC source: 0001225208-07-005694 · doc4.xml · nonDerivative · entry 1 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| April 25, 2007 Filed Apr 27, 2007 13:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 3,123.17 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-07-004001 · doc4.xml · derivative · entry 2 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,621.78 Underlying: Common Stock · 3,123.17 shares Expires not disclosed F3 · shares: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F4 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F4 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| March 23, 2007 Filed Apr 27, 2007 13:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 145.02 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-07-004001 · doc4.xml · derivative · entry 1 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,498.61 Underlying: Common Stock · 145.02 shares Expires not disclosed F1 · shares: Phantom stock units acquired between June 23, 2006 and March 23, 2007 with reinvested dividend equivalents under the Bank of America Director Stock Plan. F2 · derivative.exercise_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F2 · derivative.expiration_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. Read SEC document |
| April 26, 2006 Filed Apr 28, 2006 13:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 3,353.59 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-06-002308 · doc4.xml · derivative · entry 1 LOZANO MONICA C · CIK 0001179864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,353.59 Underlying: Common Stock · 3,353.59 shares Expires not disclosed F1 · kind: Shares represent payment of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F2 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. 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.