Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | EVP, Pres. & CEO, BDS | February 28, 2022 | March 02, 2022 |
| DEERE & CODE · Entity 106 | Director | March 04, 2026 | March 05, 2026 |
| RTX CorpRTX · Entity 2823 | Director | April 30, 2026 | May 04, 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.
BOEING CO
Report date February 28, 2022 · Filed March 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,292.164 |
Reported balance
After 2022-02-28 transaction · row 1
1 source rowRow 1 · 2022-02-28 · Tax withholding · Disposed 6,647 · Balance 71,292.164 F1: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 98.68 |
Reported balance
Holding disclosure · report date 2022-02-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 98.68 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction.
DEERE & CO
Report date March 04, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $1 Par Common StockSEC Table I · non-derivative | Direct | 2,090 |
Reported balance
After 2026-03-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-04 · Grant · Acquired 293 · Balance 2,090 F1: Grant of Restricted stock units under the Nonemployee Director Stock Ownership Plan of the Issuer. Units will be settled exclusively in shares. F2: Includes 2,090 restricted stock units acquired under the Nonemployee Director Stock Ownership Plan of the Issuer. Restrictions are authorized by the Board of Directors. The Plan provides for tax withholding rights. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted stock units under the Nonemployee Director Stock Ownership Plan of the Issuer. Units will be settled exclusively in shares.
F2: Includes 2,090 restricted stock units acquired under the Nonemployee Director Stock Ownership Plan of the Issuer. Restrictions are authorized by the Board of Directors. The Plan provides for tax withholding rights.
RTX Corp
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 8,736.9353 |
Reported balance
After 2026-04-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 1,311.9782 · Balance 8,736.9353 F1: The reporting person acquired these stock units under the RTX Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person acquired these stock units under the RTX Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments.
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 |
|---|---|---|---|---|---|---|
| November 01, 2016 Filed Nov 3, 2016 22:19 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon Stock | 4,766 | $75.40 | $359,332.57 |
DisclosureSEC source: 0001225208-16-041162 · doc4.xml · nonDerivative · entry 2 Caret Leanne G · CIK 0001668346 · EVP, Pres. & CEO, BDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,788.39 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 |
| November 01, 2016 Filed Nov 3, 2016 22:19 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon Stock | 8,269 | $75.97 | $628,154.59 |
DisclosureSEC source: 0001225208-16-041162 · doc4.xml · nonDerivative · entry 1 Caret Leanne G · CIK 0001668346 · EVP, Pres. & CEO, BDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,022.39 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 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 04, 2016 Filed Mar 8, 2016 23:31 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 5.51 | $121.04 | $666.93 |
DisclosureSEC source: 0001225208-16-029460 · doc4.xml · nonDerivative · entry 1 Caret Leanne G · CIK 0001668346 · EVP, Pres. & CEO, BDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,056.7 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. 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.