Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GE Vernova Inc.GEV · Entity 2830 | Director | March 27, 2024 | April 04, 2024 |
| GENERAL ELECTRIC COGE · Entity 2813 | Senior Vice President | May 01, 2026 | May 05, 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.
GE Vernova Inc.
Report date March 27, 2024 · Filed April 04, 2024
This filing explicitly reported no securities owned.
GENERAL ELECTRIC CO
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,532 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-01 · Exercise / conversion · Acquired 2,255 · Balance 3,641 Row 2 · 2026-05-01 · Tax withholding · Disposed 1,109 · Balance 2,532 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,255 |
Reported balance
After 2026-05-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-01 · Exercise / conversion · Disposed 2,255 · Balance 2,255 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock. F2: The Restricted Stock Units were granted on May 1, 2024, and vest in two equal installments of 50% each, on the second and third anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock.
F2: The Restricted Stock Units were granted on May 1, 2024, and vest in two equal installments of 50% each, on the second and third anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| May 01, 2026 Filed May 5, 2026 20:18 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 2,255 | $0.00 | $0.00 |
DisclosureSEC source: 0002015720-26-000003 · wk-form4_1778012309.xml · derivative · entry 3 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,255 Underlying: Common Stock · 2,255 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units were granted on May 1, 2024, and vest in two equal installments of 50% each, on the second and third anniversary of the grant date. F2 · derivative.expiration_date: The Restricted Stock Units were granted on May 1, 2024, and vest in two equal installments of 50% each, on the second and third anniversary of the grant date. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:18 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 1,109 | $286.51 | $317,739.59 |
DisclosureSEC source: 0002015720-26-000003 · wk-form4_1778012309.xml · nonDerivative · entry 2 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,532 Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:18 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 2,255 | $0.00 | $0.00 |
DisclosureSEC source: 0002015720-26-000003 · wk-form4_1778012309.xml · nonDerivative · entry 1 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,641 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 |
| March 02, 2026 Filed Mar 4, 2026 21:17 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 8,139 | $0.00 Strike: $345.74 | $0.00 |
DisclosureSEC source: 0002015720-26-000002 · wk-form4_1772659021.xml · derivative · entry 2 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,139 Underlying: Common Stock · 8,139 shares Expires 2036-03-02 F2 · derivative.exercise_date: The Restricted Stock Units and the Employee Stock Options were granted on March 2, 2026, and vest in two equal installments of 50% each, on the second and third anniversary. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:17 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 2,331 | $0.00 | $0.00 |
DisclosureSEC source: 0002015720-26-000002 · wk-form4_1772659021.xml · derivative · entry 1 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,331 Underlying: Common Stock · 2,331 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units and the Employee Stock Options were granted on March 2, 2026, and vest in two equal installments of 50% each, on the second and third anniversary. F2 · derivative.expiration_date: The Restricted Stock Units and the Employee Stock Options were granted on March 2, 2026, and vest in two equal installments of 50% each, on the second and third anniversary. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 23:07 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 2,722 | $0.00 | $0.00 |
DisclosureSEC source: 0002015720-25-000004 · wk-form4_1764803238.xml · derivative · entry 3 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,722 Underlying: Common Stock · 2,722 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units were granted on December 1, 2023, and vest in two equal installments of 50% each, on the second and third anniversary of the grant date. F2 · derivative.expiration_date: The Restricted Stock Units were granted on December 1, 2023, and vest in two equal installments of 50% each, on the second and third anniversary of the grant date. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 23:07 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 1,336 | $288.45 | $385,369.20 |
DisclosureSEC source: 0002015720-25-000004 · wk-form4_1764803238.xml · nonDerivative · entry 2 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,386 Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 23:07 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 2,722 | $0.00 | $0.00 |
DisclosureSEC source: 0002015720-25-000004 · wk-form4_1764803238.xml · nonDerivative · entry 1 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,722 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 |
| March 03, 2025 Filed Mar 5, 2025 21:13 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 13,206 | $0.00 Strike: $201.96 | $0.00 |
DisclosureSEC source: 0000040545-25-000048 · wk-form4_1741209192.xml · derivative · entry 2 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,206 Underlying: Common Stock · 13,206 shares Expires 2035-03-03 F2 · derivative.exercise_date: The Restricted Stock Units vest and the Employee Stock Options become exercisable in two equal installments of 50% each, on the second and third anniversary of the grant date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:13 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 3,413 | $0.00 | $0.00 |
DisclosureSEC source: 0000040545-25-000048 · wk-form4_1741209192.xml · derivative · entry 1 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,413 Underlying: Common Stock · 3,413 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest and the Employee Stock Options become exercisable in two equal installments of 50% each, on the second and third anniversary of the grant date. F2 · derivative.expiration_date: The Restricted Stock Units vest and the Employee Stock Options become exercisable in two equal installments of 50% each, on the second and third anniversary of the grant date. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:33 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 17,355 | $0.00 Strike: $159.70 | $0.00 |
DisclosureSEC source: 0000040545-24-000123 · wk-form4_1714768392.xml · derivative · entry 2 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,355 Underlying: Common Stock · 17,355 shares Expires 2034-05-01 F2 · derivative.exercise_date: The Restricted Stock Units vest and the Employee Stock Options become exercisable in two equal installments of 50% each, on the second and third anniversary of the grant date. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:33 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 4,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000040545-24-000123 · wk-form4_1714768392.xml · derivative · entry 1 Phillips John R, III · CIK 0002015720 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,510 Underlying: Common Stock · 4,510 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest and the Employee Stock Options become exercisable in two equal installments of 50% each, on the second and third anniversary of the grant date. F2 · derivative.expiration_date: The Restricted Stock Units vest and the Employee Stock Options become exercisable in two equal installments of 50% each, on the second and third anniversary of the grant date. 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.