Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Broadcom Inc.AVGO · Entity 2789 | Director | April 20, 2026 | April 22, 2026 |
| HAEMONETICS CORPHAE · Entity 3953 | Director | July 24, 2026 | July 28, 2026 |
| INTEL CORPINTC · Entity 2799 | EVP and Group President | November 01, 2017 | November 03, 2017 |
| JACOBS SOLUTIONS INC.J · Entity 3307 | Director | January 29, 2026 | February 02, 2026 |
| RTX CorpUTX · Entity 2823 | Director | April 29, 2019 | May 01, 2019 |
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.
Broadcom Inc.
Report date April 20, 2026 · Filed April 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 8,926 |
Reported balance
After 2026-04-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-20 · Grant · Acquired 864 · Balance 8,926 F1: Restricted stock unit ("RSU") award fully vests on the earlier of (i) April 19, 2027 or (ii) the date of the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's continued service on the vesting date. F2: Includes 864 RSUs. |
| Common Stock, $0.001 par valueSEC Table I · non-derivative | IndirectSee Footnote | 320 |
Reported balance
Holding disclosure · report date 2026-04-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 320 F3: Shares held by The Diane M. Bryant Trust u/a/d 11/08/17, for which the Reporting Person serves as Trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit ("RSU") award fully vests on the earlier of (i) April 19, 2027 or (ii) the date of the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's continued service on the vesting date.
F2: Includes 864 RSUs.
F3: Shares held by The Diane M. Bryant Trust u/a/d 11/08/17, for which the Reporting Person serves as Trustee.
HAEMONETICS CORP
Report date July 24, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,664 |
Reported balance
After 2026-07-24 transaction · row 1
1 source rowRow 1 · 2026-07-24 · Grant · Acquired 2,538 · Balance 9,664 F1: The securities awarded are in the form of restricted stock units ("RSUs") issued pursuant to the Haemonetics Corporation Amended and Restated 2019 Long-Term Incentive Compensation Plan. The RSUs vest 100% on the first anniversary of the date of grant. F2: Each RSU represents a contingent right to receive one (1) share of the Issuer's common stock when vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities awarded are in the form of restricted stock units ("RSUs") issued pursuant to the Haemonetics Corporation Amended and Restated 2019 Long-Term Incentive Compensation Plan. The RSUs vest 100% on the first anniversary of the date of grant.
F2: Each RSU represents a contingent right to receive one (1) share of the Issuer's common stock when vested.
INTEL CORP
Report date November 01, 2017 · Filed November 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,844 |
Ending reported balance
After 2017-11-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-11-01 · Exercise / conversion · Acquired 2,482 · Balance 112,140 F1: Shares acquired on the vesting of restricted stock units. Row 2 · 2017-11-01 · Tax withholding · Disposed 1,296 · Balance 110,844 F2: Shares withheld for payment of tax liability. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 22,344 |
Reported balance
After 2017-11-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-11-01 · Exercise / conversion · Disposed 2,482 · Balance 22,344 F3: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F4: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on May 1, 2017. If the quarterly vesting date falls on a non-business date, the next business date shall apply. |
| Common StockSEC Table I · non-derivative | IndirectBy Employee Benefit Plan Trust | 101.802 |
Reported balance
Holding disclosure · report date 2017-11-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 101.802 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired on the vesting of restricted stock units.
F2: Shares withheld for payment of tax liability.
F3: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock.
F4: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on May 1, 2017. If the quarterly vesting date falls on a non-business date, the next business date shall apply.
JACOBS SOLUTIONS INC.
Report date January 29, 2026 · Filed February 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,636 |
Reported balance
After 2026-01-29 transaction · row 1
1 source rowRow 1 · 2026-01-29 · Grant · Acquired 1,636 · Balance 1,636 F1: Represents the receipt of restricted stock units pursuant to the Company's Outside Director Stock Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock at the time of vesting. The restricted stock units will become 100% vested on the first to occur of the following (i) the one-year anniversary of the award date or (ii) the date of the Company's 2027 annual shareholder meeting occurring after December 31, 2026, provided that Director remains a director of the Company continuously through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the receipt of restricted stock units pursuant to the Company's Outside Director Stock Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock at the time of vesting. The restricted stock units will become 100% vested on the first to occur of the following (i) the one-year anniversary of the award date or (ii) the date of the Company's 2027 annual shareholder meeting occurring after December 31, 2026, provided that Director remains a director of the Company continuously through such vesting date.
RTX Corp
Report date April 29, 2019 · Filed May 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 9,642.8448 |
Reported balance
After 2019-04-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-04-29 · Grant · Acquired 2,392.3445 · Balance 9,642.8448 F1: The reporting person acquired these stock units under the United Technologies 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 United Technologies 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 |
|---|---|---|---|---|---|---|
| October 24, 2016 Filed Oct 26, 2016 20:27 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 3,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065272 · form4.xml · nonDerivative · entry 3 Bryant Diane M · CIK 0001687544 · EVP, GM Data Center Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,275 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 20:27 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 2,081 | $35.30 | $73,459.30 |
DisclosureSEC source: 0001127602-16-065272 · form4.xml · nonDerivative · entry 2 Bryant Diane M · CIK 0001687544 · EVP, GM Data Center Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,846 F2 · shares: Shares withheld for payment of tax liability. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 20:27 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 3,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065272 · form4.xml · nonDerivative · entry 1 Bryant Diane M · CIK 0001687544 · EVP, GM Data Center Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,927 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 · shares: Shares acquired on the vesting of restricted stock units. 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.