Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ANALOG DEVICES INCADI · Entity 591 | Director | March 11, 2015 | March 12, 2015 |
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | May 04, 2026 | May 06, 2026 |
| BAXTER INTERNATIONAL INCBAX · Entity 1707 | Chairman, CEO, President | December 13, 2024 | December 17, 2024 |
| Walgreens Boots Alliance, Inc.WBA · Entity 16467 | Director | November 01, 2021 | November 03, 2021 |
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.
ANALOG DEVICES INC
Report date March 11, 2015 · Filed March 12, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Comm Stock-$.16-2/3 valueSEC Table I · non-derivative | Direct | 230 |
Reported balance
After 2015-03-11 transaction · row 1
1 source rowRow 1 · 2015-03-11 · Exercise / conversion · Acquired 230 · Balance 230 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $57.29 · Expires 2025-03-11 | Direct | 8,460 |
Reported balance
After 2015-03-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2015-03-11 · Grant · Acquired 8,460 · Balance 8,460 F1: This option vests 100.00% on the earlier of the first anniversary of the original grant date, which was March 11, 2015, or the date of the Company's next Annual Meeting of Shareholders. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2015-03-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2015-03-11 · Exercise / conversion · Disposed 230 · Balance 0 F2: In accordance with the terms of the grant, this RSU vested 100.00% on March 11, 2015, the date of the Company's 2015 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,540 |
Reported balance
After 2015-03-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2015-03-11 · Grant · Acquired 1,540 · Balance 1,540 F3: This RSU vests 100.00% on the earlier of the first anniversary of the original grant date, which was March 11, 2015, or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: This option vests 100.00% on the earlier of the first anniversary of the original grant date, which was March 11, 2015, or the date of the Company's next Annual Meeting of Shareholders.
F2: In accordance with the terms of the grant, this RSU vested 100.00% on March 11, 2015, the date of the Company's 2015 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company.
F3: This RSU vests 100.00% on the earlier of the first anniversary of the original grant date, which was March 11, 2015, or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company.
BANK OF AMERICA CORP /DE/
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,606 |
Reported balance
After 2026-05-04 transaction · row 1
1 source rowRow 1 · 2026-05-04 · Grant · Acquired 5,365 · Balance 33,606 F1: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Equity Plan in transactions exempt under Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Equity Plan in transactions exempt under Rule 16b-3.
BAXTER INTERNATIONAL INC
Report date December 13, 2024 · Filed December 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 par valueSEC Table I · non-derivative | Direct | 243,589 |
Reported balance
After 2024-12-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-12-13 · Tax withholding · Disposed 5,966 · Balance 243,589 F1: Represents the number of shares forfeited by the reporting person to cover the withholding of accelerated FICA taxes for restricted stock unit awards previously granted under Baxter International Inc.'s Long-Term Incentive Plan. F2: Total includes the automatic reinvestment of dividends. |
| Common Stock, $1 par valueSEC Table I · non-derivative | IndirectHeld in TKJK-H Revocable Trust | 324,976 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 324,976 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares forfeited by the reporting person to cover the withholding of accelerated FICA taxes for restricted stock unit awards previously granted under Baxter International Inc.'s Long-Term Incentive Plan.
F2: Total includes the automatic reinvestment of dividends.
Walgreens Boots Alliance, Inc.
Report date November 01, 2021 · Filed November 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,581 |
Reported balance
After 2021-11-01 transaction · row 1
1 source rowRow 1 · 2021-11-01 · Grant · Acquired 4,226 · Balance 17,581 F1: Shares issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan.
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 11, 2015 Filed Mar 12, 2015 20:18 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-007688 · doc4.xml · derivative · entry 3 ALMEIDA JOSE E · CIK 0001216761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Comm Stock-$.16-2/3 value · 230 shares Expires not disclosed 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. F2 · derivative.exercise_date: In accordance with the terms of the grant, this RSU vested 100.00% on March 11, 2015, the date of the Company's 2015 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. F2 · derivative.expiration_date: In accordance with the terms of the grant, this RSU vested 100.00% on March 11, 2015, the date of the Company's 2015 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. Read SEC document |
| March 11, 2015 Filed Mar 12, 2015 20:18 UTC | ANALOG DEVICES INC ADI · Entity 591 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 8,460 | $0.00 Strike: $57.29 | $0.00 |
DisclosureSEC source: 0001225208-15-007688 · doc4.xml · derivative · entry 2 ALMEIDA JOSE E · CIK 0001216761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,460 Underlying: Comm Stock-$.16-2/3 value · 8,460 shares Expires 2025-03-11 F1 · derivative.exercise_date: This option vests 100.00% on the earlier of the first anniversary of the original grant date, which was March 11, 2015, or the date of the Company's next Annual Meeting of Shareholders. Read SEC document |
| March 11, 2015 Filed Mar 12, 2015 20:18 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionComm Stock-$.16-2/3 value | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-007688 · doc4.xml · nonDerivative · entry 1 ALMEIDA JOSE E · CIK 0001216761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230 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 |
| February 17, 2015 Filed Feb 18, 2015 21:02 UTC | ANALOG DEVICES INC ADI · Entity 591 | GrantRestricted Stock Unit (RSU) · Derivative | 230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004449 · doc4.xml · derivative · entry 2 ALMEIDA JOSE E · CIK 0001216761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230 Underlying: Comm Stock-$.16-2/3 value · 230 shares Expires not disclosed F2 · derivative.exercise_date: This RSU vests 100.00% on the earlier of the date of the Company's next Annual Meeting of Shareholders or March 12, 2015. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. F2 · derivative.expiration_date: This RSU vests 100.00% on the earlier of the date of the Company's next Annual Meeting of Shareholders or March 12, 2015. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. Read SEC document |
| February 17, 2015 Filed Feb 18, 2015 21:02 UTC | ANALOG DEVICES INC ADI · Entity 591 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,490 | $0.00 Strike: $58.81 | $0.00 |
DisclosureSEC source: 0001225208-15-004449 · doc4.xml · derivative · entry 1 ALMEIDA JOSE E · CIK 0001216761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,490 Underlying: Comm Stock-$.16-2/3 value · 1,490 shares Expires 2025-02-17 F1 · derivative.exercise_date: This option vests 100.00% on the earlier of the date of the Company's next Annual Meeting of Shareholders or March 12, 2015. 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.