Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | Director | February 26, 2026 | March 02, 2026 |
| ECOLAB INC.ECL · Entity 2954 | Director | September 30, 2026 | October 03, 2026 |
| Gen Digital Inc.SYMC · Entity 2098 | Director | May 14, 2019 | May 15, 2019 |
| PARSONS CORPPSN · Entity 3911 | Director | April 14, 2026 | April 16, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 28, 2026 | April 30, 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.
CSX CORP
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation Directors Deferred Compensation | 39,702 |
Reported balance
After 2026-02-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 4,455 · Balance 39,702 F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2: Includes 554 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction. F3: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan.
F2: Includes 554 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction.
F3: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan.
ECOLAB INC.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,960.22 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 131.17 · Balance 11,960.22 F1: Includes 24.03 shares acquired pursuant to a dividend reinvestment feature of the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 24.03 shares acquired pursuant to a dividend reinvestment feature of the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan.
Gen Digital Inc.
Report date May 14, 2019 · Filed May 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectWilliam C. Keller and Suzanne M. Vautrinot Living Trust | 32,269 |
Reported balance
After 2019-05-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-05-14 · Grant · Acquired 14,124 · Balance 32,269 F1: In connection with the reporting person's service as a non-employee director of the Issuer, pursuant to the non-employee director grant policy, such reporting person has been granted restricted stock units. 100% of the restricted stock units vest on grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the reporting person's service as a non-employee director of the Issuer, pursuant to the non-employee director grant policy, such reporting person has been granted restricted stock units. 100% of the restricted stock units vest on grant date.
PARSONS CORP
Report date April 14, 2026 · Filed April 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,918 |
Reported balance
After 2026-04-14 transaction · row 1
1 source rowRow 1 · 2026-04-14 · Grant · Acquired 2,947 · Balance 29,918 F1: Represents an award of fully vested restricted stock units. Vested shares will be delivered pursuant to the terms and conditions set forth in the applicable grant notice for such restricted stock units, subject to any deferral election made by the insider. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of fully vested restricted stock units. Vested shares will be delivered pursuant to the terms and conditions set forth in the applicable grant notice for such restricted stock units, subject to any deferral election made by the insider.
WELLS FARGO & COMPANY/MN
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,851.9647 |
Reported balance
After 2026-04-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-28 · Grant · Acquired 3,436 · Balance 17,851.9647 F2: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F3: Each Common Stock Unit represents a right to receive one share of Company common stock. F4: Includes dividend equivalents reinvested in additional Common Stock Units. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 5,508.3921 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,508.3921 F1: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Trust | 12,129 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,129 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4.
F2: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director.
F3: Each Common Stock Unit represents a right to receive one share of Company common stock.
F4: Includes dividend equivalents reinvested in additional Common 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 |
|---|---|---|---|---|---|---|
| October 02, 2017 Filed Oct 3, 2017 20:29 UTC | Gen Digital Inc. SYMC · Entity 2098 | SaleCommon Stock | 2,500 | $32.81 | $82,025.00 |
DisclosureSEC source: 0001209191-17-055124 · doc4.xml · nonDerivative · entry 1 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · William C. Keller and Suzanne Vautrinot Living Trust Disclosed balance after: 27,825 F1 · kind: Sale was made pursuant to a stock trading plan established under Rule 10b5-1. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 21:11 UTC | ECOLAB INC. ECL · Entity 2954 | GrantCommon Stock | 193.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013006 · edgar.xml · nonDerivative · entry 1 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,923.26 F1 · balance_after: Includes 7.08 shares acquired pursuant to a dividend reinvestment feature of the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 22:51 UTC | Gen Digital Inc. SYMC · Entity 2098 | SaleCommon Stock | 2,500 | $28.45 | $71,125.00 |
DisclosureSEC source: 0001209191-17-043707 · doc4.xml · nonDerivative · entry 1 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · William C. Keller and Suzanne Vautrinot Living Trust Disclosed balance after: 30,325 F1 · kind: Sale was made pursuant to a stock trading plan established under Rule 10b5-1. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:27 UTC | ECOLAB INC. ECL · Entity 2954 | GrantCommon Stock | 188.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-010069 · edgar.xml · nonDerivative · entry 1 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,722.52 F1 · balance_after: Includes 6.89 shares acquired pursuant to a dividend reinvestment feature of the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan. Read SEC document |
| May 15, 2017 Filed May 16, 2017 20:41 UTC | Gen Digital Inc. SYMC · Entity 2098 | GrantCommon Stock | 8,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032703 · doc4.xml · nonDerivative · entry 1 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · William C. Keller and Suzanne Vautrinot Living Trust Disclosed balance after: 32,825 Read SEC document |
| May 04, 2017 Filed May 5, 2017 21:01 UTC | ECOLAB INC. ECL · Entity 2954 | GrantNon-Employee Director Stock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $125.67 | $0.00 |
DisclosureSEC source: 0001179110-17-006707 · edgar.xml · derivative · entry 2 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2027-05-04 F1 · derivative.exercise_date: The option will become exercisable, on a cumulative basis, as to 25% of the option shares (excluding any fractional portion less than one share), on the last day of each of the first, second and third three-month periods following its date of grant and as to the remaining shares on the last day of the fourth three-month period following its date of grant; provided, however, that if a Change in Control of the Company (as that term is defined in the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan) will occur, then the option will become immediately exercisable in full. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 17:55 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,300 | $54.56 | $180,048.00 |
DisclosureSEC source: 0001127602-17-015684 · form4.xml · derivative · entry 2 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,139.6119 Underlying: Common Stock, $1 2/3 Par Value · 3,300 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 20:30 UTC | Gen Digital Inc. SYMC · Entity 2098 | SaleCommon Stock | 2,500 | $30.69 | $76,725.00 |
DisclosureSEC source: 0001209191-17-024779 · doc4.xml · nonDerivative · entry 1 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · William C. Keller and Suzanne Vautrinot Living Trust Disclosed balance after: 24,232 F1 · kind: Sale was made pursuant to a stock trading plan established under Rule 10b5-1. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 22:15 UTC | ECOLAB INC. ECL · Entity 2954 | GrantCommon Stock | 199.49 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005652 · edgar.xml · nonDerivative · entry 1 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,526.98 F1 · balance_after: Includes 6.59 shares acquired pursuant to a dividend reinvestment feature of the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan. Read SEC document |
| January 06, 2017 Filed Jan 9, 2017 21:42 UTC | Gen Digital Inc. SYMC · Entity 2098 | SaleCommon Stock | 2,500 | $25.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-002951 · doc4.xml · nonDerivative · entry 1 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · William C. Keller and Suzanne Vautrinot Living Trust Disclosed balance after: 26,732 F1 · kind: Sale was made pursuant to a stock trading plan established under Rule 10b5-1. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 21:36 UTC | ECOLAB INC. ECL · Entity 2954 | GrantCommon Stock | 212.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000230 · edgar.xml · nonDerivative · entry 1 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,320.9 F1 · balance_after: Includes 5.7 shares acquired under a dividend reinvestment feature of the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:50 UTC | ECOLAB INC. ECL · Entity 2954 | GrantCommon Stock | 205.96 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-030303 · edgar.xml · nonDerivative · entry 1 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,102.61 F1 · balance_after: Includes 4.85 shares acquired pursuant to a dividend reinvestment feature of the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan. Read SEC document |
| April 26, 2016 Filed Apr 28, 2016 19:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,535 | $50.92 | $180,002.20 |
DisclosureSEC source: 0001127602-16-050174 · form4.xml · derivative · entry 2 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,621.3119 Underlying: Common Stock, $1 2/3 Par Value · 3,535 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| April 07, 2016 Filed Feb 13, 2017 19:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005344 · form5.xml · nonDerivative · entry 2 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 0 Read SEC document |
| April 07, 2016 Filed Feb 13, 2017 19:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005344 · form5.xml · nonDerivative · entry 1 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Read SEC document |
| April 28, 2015 Filed Apr 30, 2015 18:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,249 | $55.41 | $180,027.09 |
DisclosureSEC source: 0001127602-15-015644 · form4.xml · derivative · entry 2 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,972 Underlying: Common Stock, $1 2/3 Par Value · 3,249 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| February 24, 2015 Filed Feb 25, 2015 19:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 723 | $55.37 | $40,032.51 |
DisclosureSEC source: 0001127602-15-008216 · form4.xml · derivative · entry 2 Vautrinot Suzanne M · CIK 0001589791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 723 Underlying: Common Stock, $1 2/3 Par Value · 723 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. 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.