Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALASKA AIR GROUP, INC.ALK · Entity 3976 | Director | May 13, 2026 | May 14, 2026 |
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | Director | April 06, 2026 | April 07, 2026 |
| KORN FERRYKFY · Entity 4000 | Director | September 24, 2026 | September 25, 2026 |
| SYNOPSYS INCSNPS · Entity 210 | Director | April 16, 2026 | April 17, 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.
ALASKA AIR GROUP, INC.
Report date May 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 7,839 |
Reported balance
After 2026-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 5,186 · Balance 7,839 F1: Deferred stock units (DSUs) granted under the Alaska Air Group, Inc. (the "Issuer") 2016 Performance Incentive Plan ("2016 PIP") in connection with the reporting person's re-election to serve on the Board of Directors until the 2027 Annual Stockholders Meeting. The DSUs are 100% vested and payable in shares of the Issuer's common stock on a one-for-one basis following the resignation of the reporting person from the Issuer's Board of Directors. F2: Total held in column 5 includes 2,653 DSUs previously granted under the Issuers 2016 PIP. The DSUs are 100% vested on the date of grant and issuable in common shares upon resignation from the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock units (DSUs) granted under the Alaska Air Group, Inc. (the "Issuer") 2016 Performance Incentive Plan ("2016 PIP") in connection with the reporting person's re-election to serve on the Board of Directors until the 2027 Annual Stockholders Meeting. The DSUs are 100% vested and payable in shares of the Issuer's common stock on a one-for-one basis following the resignation of the reporting person from the Issuer's Board of Directors.
F2: Total held in column 5 includes 2,653 DSUs previously granted under the Issuers 2016 PIP. The DSUs are 100% vested on the date of grant and issuable in common shares upon resignation from the Issuer's Board of Directors.
CISCO SYSTEMS, INC.
Report date April 06, 2026 · Filed April 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,333 |
Reported balance
After 2026-04-06 transaction · row 1
1 source rowRow 1 · 2026-04-06 · Grant · Acquired 2,333 · Balance 2,333 F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code.
KORN FERRY
Report date September 24, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 4,440 |
Reported balance
After 2026-09-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-24 · Grant · Acquired 2,780 · Balance 4,440 F1: The restricted stock units vest in full on the day before the next annual meeting of the Issuer's stockholders that follows the grant date of September 24, 2026. F2: Granted as compensation for services. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest in full on the day before the next annual meeting of the Issuer's stockholders that follows the grant date of September 24, 2026.
F2: Granted as compensation for services.
SYNOPSYS INC
Report date April 16, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,378 |
Reported balance
After 2026-04-16 transaction · row 1
1 source rowRow 1 · 2026-04-16 · Grant · Acquired 453 · Balance 1,378 F1: The shares subject to the Award will vest on the date immediately preceding the first Annual Meeting following the Date of Grant, subject to the Eligible Director's continued Board service through such date. F2: Automatic award under the Amended and Restated Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to the Award will vest on the date immediately preceding the first Annual Meeting following the Date of Grant, subject to the Eligible Director's continued Board service through such date.
F2: Automatic award under the Amended and Restated Equity Incentive Plan.
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 24, 2026 Filed Sep 25, 2026 21:27 UTC | KORN FERRY KFY · Entity 4000 | GrantCommon Stock, par value $0.01 per share | 2,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-402999 · ownership.xml · nonDerivative · entry 1 Shimer Peter A · CIK 0002067677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,440 F1 · security: The restricted stock units vest in full on the day before the next annual meeting of the Issuer's stockholders that follows the grant date of September 24, 2026. F2 · price: Granted as compensation for services. Read SEC document |
| May 13, 2026 Filed May 14, 2026 22:06 UTC | ALASKA AIR GROUP, INC. ALK · Entity 3976 | GrantCOMMON STOCK | 5,186 | $38.56 | $199,972.16 |
DisclosureSEC source: 0002067677-26-000009 · wk-form4_1778796405.xml · nonDerivative · entry 1 Shimer Peter A · CIK 0002067677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,839 F1 · shares: Deferred stock units (DSUs) granted under the Alaska Air Group, Inc. (the "Issuer") 2016 Performance Incentive Plan ("2016 PIP") in connection with the reporting person's re-election to serve on the Board of Directors until the 2027 Annual Stockholders Meeting. The DSUs are 100% vested and payable in shares of the Issuer's common stock on a one-for-one basis following the resignation of the reporting person from the Issuer's Board of Directors. F2 · balance_after: Total held in column 5 includes 2,653 DSUs previously granted under the Issuers 2016 PIP. The DSUs are 100% vested on the date of grant and issuable in common shares upon resignation from the Issuer's Board of Directors. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 23:39 UTC | SYNOPSYS INC SNPS · Entity 210 | GrantCommon Stock | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0002067677-26-000007 · edgardoc.xml · nonDerivative · entry 1 Shimer Peter A · CIK 0002067677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,378 F1 · date: The shares subject to the Award will vest on the date immediately preceding the first Annual Meeting following the Date of Grant, subject to the Eligible Director's continued Board service through such date. F2 · kind: Automatic award under the Amended and Restated Equity Incentive Plan. Read SEC document |
| April 06, 2026 Filed Apr 7, 2026 20:06 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 2,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000858877-26-000052 · wk-form4_1775592372.xml · nonDerivative · entry 1 Shimer Peter A · CIK 0002067677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,333 F1 · shares: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. Read SEC document |
| March 05, 2026 Filed Mar 7, 2026 01:59 UTC | KORN FERRY KFY · Entity 4000 | GrantCommon Stock, par value $0.01 per share | 1,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-097238 · ownership.xml · nonDerivative · entry 1 Shimer Peter A · CIK 0002067677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,660 F1 · security: The restricted stock units vest in full on the day before the next annual meeting of the Issuer's stockholders that follows the grant date of March 5, 2026. F2 · price: Granted as compensation for services. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 01:04 UTC | SYNOPSYS INC SNPS · Entity 210 | GrantCommon Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0002067677-26-000005 · edgardoc.xml · nonDerivative · entry 2 Shimer Peter A · CIK 0002067677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 925 F3 · date: The shares subject to the Award will vest on the date immediately preceding the first Annual Meeting following the Date of Grant, subject to the Eligible Director's continued Board service through such date. F2 · kind: Automatic award under the Synopsys 2017 Non-Employee Directors Equity Incentive Plan. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 01:04 UTC | SYNOPSYS INC SNPS · Entity 210 | GrantCommon Stock | 845 | $0.00 | $0.00 |
DisclosureSEC source: 0002067677-26-000005 · edgardoc.xml · nonDerivative · entry 1 Shimer Peter A · CIK 0002067677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 845 F1 · date: The shares subject to the Award will vest in equal installments on the date immediately preceding each of the first three Annual Meetings following the Date of Grant, subject to the Eligible Director's continued Board service through such dates. F2 · kind: Automatic award under the Synopsys 2017 Non-Employee Directors Equity Incentive Plan. Read SEC document |
| May 08, 2025 Filed May 12, 2025 22:33 UTC | ALASKA AIR GROUP, INC. ALK · Entity 3976 | GrantCOMMON STOCK | 2,653 | $52.77 | $139,998.81 |
DisclosureSEC source: 0001628280-25-024832 · wk-form4_1747089187.xml · nonDerivative · entry 1 Shimer Peter A · CIK 0002067677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,653 F1 · shares: Shares of Alaska Air Group, Inc. (the "Issuer") common stock granted under the Issuer's 2016 Performance Incentive Plan in connection with the reporting person's election to serve on the Issuer's Board of Directors until the 2026 Annual Stockholders Meeting. 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.