Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fox CorpFOX · Entity 3166 | Director | September 27, 2023 | September 28, 2023 |
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.
Fox Corp
Report date September 27, 2023 · Filed September 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,032 |
Reported balance
After 2023-09-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-09-27 · Grant · Acquired 241 · Balance 29,032 F1: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2: Represents dividend equivalents accrued with respect to deferred stock units. F3: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock.
F2: Represents dividend equivalents accrued with respect to deferred stock units.
F3: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director.
F4: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred 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 |
|---|---|---|---|---|---|---|
| September 27, 2023 Filed Sep 28, 2023 22:15 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 241 | $30.92 | $7,451.72 |
DisclosureSEC source: 0001209191-23-050793 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,032 Underlying: Class A Common Stock · 241 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| March 29, 2023 Filed Mar 30, 2023 22:27 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 213 | $33.17 | $7,065.21 |
DisclosureSEC source: 0001209191-23-021686 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,791 Underlying: Class A Common Stock · 213 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 22:08 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 6,510 | $29.95 | $194,974.50 |
DisclosureSEC source: 0001209191-22-055856 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,578 Underlying: Class A Common Stock · 6,510 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in stock on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F2 · derivative.expiration_date: The deferred stock units become payable in stock on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| September 28, 2022 Filed Sep 29, 2022 22:09 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 172 | $31.44 | $5,407.68 |
DisclosureSEC source: 0001209191-22-051563 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,068 Underlying: Class A Common Stock · 172 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 21:16 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 129 | $40.14 | $5,178.06 |
DisclosureSEC source: 0001209191-22-021796 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,896 Underlying: Class A Common Stock · 129 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 21:57 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 4,792 | $40.69 | $194,986.48 |
DisclosureSEC source: 0001209191-21-064247 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,767 Underlying: Class A Common Stock · 4,792 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in stock on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F2 · derivative.expiration_date: The deferred stock units become payable in stock on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| September 29, 2021 Filed Sep 30, 2021 22:04 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 99 | $40.25 | $3,984.75 |
DisclosureSEC source: 0001209191-21-058277 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,975 Underlying: Class A Common Stock · 99 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 21:21 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 101 | $37.31 | $3,768.31 |
DisclosureSEC source: 0001209191-21-026274 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,876 Underlying: Class A Common Stock · 101 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| November 12, 2020 Filed Nov 13, 2020 23:35 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 7,605 | $25.64 | $194,992.20 |
DisclosureSEC source: 0001209191-20-058375 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,775 Underlying: Class A Common Stock · 7,605 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in stock on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F2 · derivative.expiration_date: The deferred stock units become payable in stock on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| October 07, 2020 Filed Oct 9, 2020 21:25 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 71 | $28.97 | $2,056.87 |
DisclosureSEC source: 0001209191-20-054533 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,170 Underlying: Class A Common Stock · 71 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 23:27 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 92 | $22.34 | $2,055.28 |
DisclosureSEC source: 0001209191-20-022825 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,099 Underlying: Class A Common Stock · 92 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 22:54 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 5,698 | $34.22 | $194,985.56 |
DisclosureSEC source: 0001209191-19-057019 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,007 Underlying: Class A Common Stock · 5,698 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in stock on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F2 · derivative.expiration_date: The deferred stock units become payable in stock on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| October 02, 2019 Filed Oct 4, 2019 20:50 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 24 | $30.42 | $730.08 |
DisclosureSEC source: 0001209191-19-052563 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,309 Underlying: Class A Common Stock · 24 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units granted on March 19, 2019. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 22:06 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 21 | $34.24 | $719.04 |
DisclosureSEC source: 0001209191-19-034893 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,285 Underlying: Class A Common Stock · 21 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units granted on March 19, 2019. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in stock upon the pay out of the underlying deferred stock units. The reported deferred stock units become payable on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including dividend equivalents accrued that vest on the same terms as the respective underlying deferred stock units. Read SEC document |
| March 19, 2019 Filed Mar 21, 2019 21:45 UTC | Fox Corp FOX · Entity 3166 | GrantDeferred Stock Units · Derivative | 3,264 | $40.26 | $131,408.64 |
DisclosureSEC source: 0000899243-19-008717 · doc4.xml · derivative · entry 1 Dias Anne · CIK 0001770359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,264 Underlying: Class A Common Stock · 3,264 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of Fox Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in stock on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the reporting person's end of service as a Director. F2 · derivative.expiration_date: The deferred stock units become payable in stock on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the reporting person's end of service as a Director. 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.