Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADOBE INC.ADBE · Entity 2895 | EVP, CHRO, Employee Experience | January 24, 2020 | January 29, 2020 |
| MARVELL TECHNOLOGY GROUP LTDMRVL · Entity 140170 | Director | July 22, 2020 | July 23, 2020 |
| Walmart Inc.WMT · Entity 783 | Executive Vice President | March 09, 2026 | March 11, 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.
ADOBE INC.
Report date January 24, 2020 · Filed January 29, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby trust | 39,963 |
Last balance in matching sequence
After 2020-01-28 transaction · row 10
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
10 source rowsRow 1 · 2020-01-24 · Exercise / conversion · Acquired 37,770 · Balance 77,733 F1: Shares held by The Morris Family Rev Trust. Row 2 · 2020-01-24 · Tax withholding · Disposed 18,726 · Balance 59,007 F2: Shares surrendered to pay tax liability due at vesting. F1: Shares held by The Morris Family Rev Trust. Row 3 · 2020-01-24 · Exercise / conversion · Acquired 6,295 · Balance 65,302 F1: Shares held by The Morris Family Rev Trust. Row 4 · 2020-01-24 · Tax withholding · Disposed 3,136 · Balance 62,166 F2: Shares surrendered to pay tax liability due at vesting. F1: Shares held by The Morris Family Rev Trust. Row 5 · 2020-01-24 · Exercise / conversion · Acquired 4,048 · Balance 66,214 F1: Shares held by The Morris Family Rev Trust. Row 6 · 2020-01-24 · Tax withholding · Disposed 2,006 · Balance 64,208 F2: Shares surrendered to pay tax liability due at vesting. F1: Shares held by The Morris Family Rev Trust. Row 7 · 2020-01-24 · Exercise / conversion · Acquired 2,450 · Balance 66,658 F1: Shares held by The Morris Family Rev Trust. Row 8 · 2020-01-24 · Tax withholding · Disposed 1,214 · Balance 65,444 F2: Shares surrendered to pay tax liability due at vesting. F1: Shares held by The Morris Family Rev Trust. Row 9 · 2020-01-28 · Sale · Disposed 13,108 · Balance 52,336 F3: This transaction was executed in multiple trades at prices ranging from $347.21 to $348.20. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. F1: Shares held by The Morris Family Rev Trust. Row 10 · 2020-01-28 · Sale · Disposed 12,373 · Balance 39,963 F4: This transaction was executed in multiple trades at prices ranging from $348.21 to $349.10. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. F1: Shares held by The Morris Family Rev Trust. |
| Performance SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-01-24 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2020-01-24 · Exercise / conversion · Disposed 37,770 · Balance 0 F5: The Performance Shares vested in full upon the certification of performance goal achievement at 200% following the three-year anniversary of the January 24, 2017 vesting commencement date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-01-24 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2020-01-24 · Exercise / conversion · Disposed 6,295 · Balance 0 F6: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2017 vesting commencement date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,048 |
Reported balance
After 2020-01-24 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2020-01-24 · Exercise / conversion · Disposed 4,048 · Balance 4,048 F7: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2018 vesting commencement date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,347 |
Reported balance
After 2020-01-24 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2020-01-24 · Exercise / conversion · Disposed 2,450 · Balance 7,347 F8: Vests 25% on the first anniversary of the January 24, 2019 vesting commencement date and then 6.25% quarterly thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held by The Morris Family Rev Trust.
F2: Shares surrendered to pay tax liability due at vesting.
F3: This transaction was executed in multiple trades at prices ranging from $347.21 to $348.20. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.
F4: This transaction was executed in multiple trades at prices ranging from $348.21 to $349.10. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.
F5: The Performance Shares vested in full upon the certification of performance goal achievement at 200% following the three-year anniversary of the January 24, 2017 vesting commencement date.
F6: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2017 vesting commencement date.
F7: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2018 vesting commencement date.
F8: Vests 25% on the first anniversary of the January 24, 2019 vesting commencement date and then 6.25% quarterly thereafter.
MARVELL TECHNOLOGY GROUP LTD
Report date July 22, 2020 · Filed July 23, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 26,417 |
Reported balance
After 2020-07-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-07-22 · Grant · Acquired 571 · Balance 26,417 F1: Reporting person has elected to receive her quarterly retainer and board committee service fees of $20,584 in equivalent fully vest Restricted Stock Units (RSUs) pursuant to the issuer's outside director equity compensation policy. F2: Shares held by the Morris Family Revocable Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person has elected to receive her quarterly retainer and board committee service fees of $20,584 in equivalent fully vest Restricted Stock Units (RSUs) pursuant to the issuer's outside director equity compensation policy.
F2: Shares held by the Morris Family Revocable Trust.
Walmart Inc.
Report date March 09, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 457,556.991 |
Reported balance
After 2026-03-09 transaction · row 1
1 source rowRow 1 · 2026-03-09 · Grant · Acquired 55,485 · Balance 457,556.991 F1: Represents restricted stock units earned by Reporting Person upon achievement of performance goals for the one-year period ended Jan. 31, 2026, as certified by the Compensation and Management Development Committee on March 9, 2026. The restricted stock units are scheduled to vest Jan. 31, 2028, if Reporting Person remains employed by the Issuer on that date. |
| CommonSEC Table I · non-derivative | IndirectBy Family Trust | 65,178 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 65,178 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units earned by Reporting Person upon achievement of performance goals for the one-year period ended Jan. 31, 2026, as certified by the Compensation and Management Development Committee on March 9, 2026. The restricted stock units are scheduled to vest Jan. 31, 2028, if Reporting Person remains employed by the Issuer on that date.
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 |
|---|---|---|---|---|---|---|
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | GrantPerformance Shares · Derivative | 37,770 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · derivative · entry 13 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,770 Underlying: Common Stock · 37,770 shares Expires not disclosed F7 · derivative.exercise_date: The Performance Shares will vest in full upon the certification of performance goal achievement following the three-year anniversary of the January 24, 2017 vesting commencement date, if the performance goal is achieved. F7 · derivative.expiration_date: The Performance Shares will vest in full upon the certification of performance goal achievement following the three-year anniversary of the January 24, 2017 vesting commencement date, if the performance goal is achieved. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionRestricted Stock Units · Derivative | 6,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · derivative · entry 12 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,700 Underlying: Common Stock · 6,350 shares Expires not disclosed 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. F6 · derivative.exercise_date: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2016 vesting commencement date. F6 · derivative.expiration_date: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2016 vesting commencement date. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionRestricted Stock Units · Derivative | 6,317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · derivative · entry 11 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,316 Underlying: Common Stock · 6,317 shares Expires not disclosed 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. F5 · derivative.exercise_date: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2015 vesting commencement date. F5 · derivative.expiration_date: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2015 vesting commencement date. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionRestricted Stock Units · Derivative | 6,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · derivative · entry 10 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,333 shares Expires not disclosed 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. F4 · derivative.exercise_date: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2014 vesting commencement date. F4 · derivative.expiration_date: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2014 vesting commencement date. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionPerformance Shares · Derivative | 37,620 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · derivative · entry 9 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,620 shares Expires not disclosed 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. F3 · derivative.exercise_date: The Performance Shares vested in full upon the certification of performance goal achievement at 198% following the three-year anniversary of the January 24, 2014 grant date. F3 · derivative.expiration_date: The Performance Shares vested in full upon the certification of performance goal achievement at 198% following the three-year anniversary of the January 24, 2014 grant date. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Tax withholdingCommon Stock | 3,313 | $113.72 | $376,754.36 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · nonDerivative · entry 8 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 79,812 F2 · shares: Shares surrendered to pay tax liability due at vesting. F1 · ownership.nature: Shares held by The Morris Family Rev Trust. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionCommon Stock | 6,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · nonDerivative · entry 7 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 83,125 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 · ownership.nature: Shares held by The Morris Family Rev Trust. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Tax withholdingCommon Stock | 3,296 | $113.72 | $374,821.12 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · nonDerivative · entry 6 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 76,775 F2 · shares: Shares surrendered to pay tax liability due at vesting. F1 · ownership.nature: Shares held by The Morris Family Rev Trust. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionCommon Stock | 6,317 | $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · nonDerivative · entry 5 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 80,071 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 · ownership.nature: Shares held by The Morris Family Rev Trust. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Tax withholdingCommon Stock | 2,473 | $113.72 | $281,229.56 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · nonDerivative · entry 4 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 73,754 F2 · shares: Shares surrendered to pay tax liability due at vesting. F1 · ownership.nature: Shares held by The Morris Family Rev Trust. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionCommon Stock | 6,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · nonDerivative · entry 3 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 76,227 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 · ownership.nature: Shares held by The Morris Family Rev Trust. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Tax withholdingCommon Stock | 19,630 | $113.72 | $2,232,323.60 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · nonDerivative · entry 2 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 69,894 F2 · shares: Shares surrendered to pay tax liability due at vesting. F1 · ownership.nature: Shares held by The Morris Family Rev Trust. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:13 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionCommon Stock | 37,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000050 · wf-form4_148546517884594.xml · nonDerivative · entry 1 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 89,524 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 · ownership.nature: Shares held by The Morris Family Rev Trust. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 21:14 UTC | ADOBE INC. ADBE · Entity 2895 | GiftCommon Stock | 2,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000796343-16-000412 · wf-form4_148235487194195.xml · nonDerivative · entry 1 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 51,904 F1 · price: Shares transferred as a bona fide gift without any consideration. F2 · ownership.nature: Shares held by The Morris Family Rev Trust. Read SEC document |
| October 10, 2016 Filed Oct 11, 2016 20:43 UTC | ADOBE INC. ADBE · Entity 2895 | SaleCommon Stock | 10,000 | $110.00 | $1,100,000.00 |
DisclosureSEC source: 0000796343-16-000406 · wf-form4_147621859257521.xml · nonDerivative · entry 1 Morris Donna · CIK 0001598108 · EVP, Cust. & Emp. Experience 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 54,279 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person April 11, 2016. F2 · ownership.nature: Shares held by The Morris Family Rev Trust. 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.