Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AbbVie Inc.ABBV · Entity 2800 | EVP, R&D and CSO | February 27, 2026 | March 03, 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.
AbbVie Inc.
Report date February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 52,376 |
Reported balance
After 2026-02-27 transaction · row 1
1 source rowRow 1 · 2026-02-27 · Tax withholding · Disposed 8,037 · Balance 52,376 |
| Common Stock, $0.01 par valueSEC Table I · non-derivative | IndirectProfit sharing trust | 2,998 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,998 F1: Balance in AbbVie Savings program as of February 20, 2026. Balance includes shares acquired pursuant to a dividend reinvestment feature. This was inadvertently omitted from the Form 3 filed on December 22, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance in AbbVie Savings program as of February 20, 2026. Balance includes shares acquired pursuant to a dividend reinvestment feature. This was inadvertently omitted from the Form 3 filed on December 22, 2023.
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 |
|---|---|---|---|---|---|---|
| February 27, 2026 Filed Mar 3, 2026 23:14 UTC | AbbVie Inc. ABBV · Entity 2800 | Tax withholdingCommon Stock, $0.01 par value | 8,037 | $232.08 | $1,865,226.96 |
DisclosureSEC source: 0002004979-26-000004 · form4-03032026_110334.xml · nonDerivative · entry 1 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,376 Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 23:36 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantOption (Right to buy) · Derivative | 21,937 | $0.00 Strike: $230.04 | $0.00 |
DisclosureSEC source: 0002004979-26-000002 · form4-02202026_110244.xml · derivative · entry 5 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,937 Underlying: Common Stock · 21,937 shares Expires 2036-02-17 F5 · derivative.exercise_date: Employee stock option granted pursuant to the AbbVie Amended and Restated 2013 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 7,313 on February 18, 2027, 7,312 on February 18, 2028, and 7,312 on February 18, 2029. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 23:36 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 6,638 | $0.00 | $0.00 |
DisclosureSEC source: 0002004979-26-000002 · form4-02202026_110244.xml · nonDerivative · entry 4 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,413 F4 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 13, 2025. The award is subject to performance-vesting restrictions based on a relative return on equity measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2026. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 23:36 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 3,346 | $0.00 | $0.00 |
DisclosureSEC source: 0002004979-26-000002 · form4-02202026_110244.xml · nonDerivative · entry 3 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,775 F3 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 15, 2024. The award is subject to performance-vesting restrictions based on a relative return on equity measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2026. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 23:36 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0002004979-26-000002 · form4-02202026_110244.xml · nonDerivative · entry 2 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,429 F2 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 16, 2023. The award is subject to performance-vesting restrictions based on a relative return on equity measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2026. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 23:36 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 6,015 | $0.00 | $0.00 |
DisclosureSEC source: 0002004979-26-000002 · form4-02202026_110244.xml · nonDerivative · entry 1 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,291 F1 · shares: Represents shares of AbbVie common stock issued under a performance share award granted to the reporting person on February 16, 2023. The award is subject to performance-vesting restrictions based on earnings per share and relative total shareholder return. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2026. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:00 UTC | AbbVie Inc. ABBV · Entity 2800 | Tax withholdingCommon Stock, $0.01 par value | 4,678 | $205.02 | $959,083.56 |
DisclosureSEC source: 0001415889-25-006587 · form4-03042025_050323.xml · nonDerivative · entry 1 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,276 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 22:00 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantOption (Right to buy) · Derivative | 25,000 | $0.00 Strike: $192.86 | $0.00 |
DisclosureSEC source: 0001415889-25-004463 · form4-02182025_050218.xml · derivative · entry 5 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2035-02-12 F5 · security: Employee stock option granted pursuant to the AbbVie Amended and Restated 2013 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 8,334 on February 13, 2026, 8,333 on February 13, 2027, and 8,333 on February 13, 2028. F5 · derivative.exercise_date: Employee stock option granted pursuant to the AbbVie Amended and Restated 2013 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 8,334 on February 13, 2026, 8,333 on February 13, 2027, and 8,333 on February 13, 2028. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 22:00 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 3,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-004463 · form4-02182025_050218.xml · nonDerivative · entry 4 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,954 F4 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 15, 2024. The award is subject to performance-vesting restrictions based on a relative return on equity measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2025. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 22:00 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-004463 · form4-02182025_050218.xml · nonDerivative · entry 3 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,606 F3 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 16, 2023. The award is subject to performance-vesting restrictions based on a relative return on equity measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2025. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 22:00 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-004463 · form4-02182025_050218.xml · nonDerivative · entry 2 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,468 F2 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 17, 2022. The award is subject to performance-vesting restrictions based on a relative return on equity measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2025. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 22:00 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 3,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-004463 · form4-02182025_050218.xml · nonDerivative · entry 1 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,994 F1 · shares: Represents shares of AbbVie common stock issued under a performance share award granted to the reporting person on February 17, 2022. The award is subject to performance-vesting restrictions based on earnings per share and relative total shareholder return. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2025. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 22:50 UTC | AbbVie Inc. ABBV · Entity 2800 | Tax withholdingCommon Stock, $0.01 par value | 4,914 | $178.99 | $879,556.86 |
DisclosureSEC source: 0001415889-24-006157 · form4-03012024_050305.xml · nonDerivative · entry 1 Thakkar Roopal · CIK 0002004979 · SVP, CMO, GLOBAL THERAPEUTICS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,259 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:15 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantOption (Right to buy) · Derivative | 13,868 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004421 · form4-02202024_050235.xml · derivative · entry 5 Thakkar Roopal · CIK 0002004979 · SVP, CMO, GLOBAL THERAPEUTICS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,868 Underlying: Common Stock · 13,868 shares Expires 2034-02-14 F5 · security: Employee stock option granted pursuant to the AbbVie Amended and Restated 2013 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 7,775 on February 15, 2025, 7,775 on February 15, 2026, and 7,774 on February 15, 2027. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:15 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 5,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004421 · form4-02202024_050235.xml · nonDerivative · entry 4 Thakkar Roopal · CIK 0002004979 · SVP, CMO, GLOBAL THERAPEUTICS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,173 F4 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 16, 2023. The award is subject to performance-vesting restrictions based on a relative return on invested capital measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2024. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:15 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 1,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004421 · form4-02202024_050235.xml · nonDerivative · entry 3 Thakkar Roopal · CIK 0002004979 · SVP, CMO, GLOBAL THERAPEUTICS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,381 F3 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 17, 2022. The award is subject to performance-vesting restrictions based on a relative return on invested capital measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2024. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:15 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004421 · form4-02202024_050235.xml · nonDerivative · entry 2 Thakkar Roopal · CIK 0002004979 · SVP, CMO, GLOBAL THERAPEUTICS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,537 F2 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 18, 2021. The award is subject to performance-vesting restrictions based on a relative return on invested capital measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2024. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:15 UTC | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 8,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004421 · form4-02202024_050235.xml · nonDerivative · entry 1 Thakkar Roopal · CIK 0002004979 · SVP, CMO, GLOBAL THERAPEUTICS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,399 F1 · shares: Represents shares of AbbVie common stock issued under a performance share award granted to the reporting person on February 18, 2021. The award is subject to performance-vesting restrictions based on earnings per share and relative total shareholder return. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2024. Read SEC document |
| February 15, 2024 Filed Feb 7, 2025 21:00 UTC Amendment | AbbVie Inc. ABBV · Entity 2800 | GrantOption (Right to buy) · Derivative | 13,868 | $0.00 Strike: $175.28 | $0.00 |
DisclosureSEC source: 0001415889-25-003337 · form4a-02072025_040201.xml · derivative · entry 5 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,868 Underlying: Common Stock · 13,868 shares Expires 2034-02-14 F5 · security: Employee stock option granted pursuant to the AbbVie Amended and Restated 2013 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 7,775 on February 15, 2025, 7,775 on February 15, 2026, and 7,774 on February 15, 2027. F6 · derivative.exercise_price: Due to an administrative error the exercise price for options awarded February 15, 2024 was previously reported as $0 but the correct value of $175.28 is reflected in this amendment. Read SEC document |
| February 15, 2024 Filed Feb 7, 2025 21:00 UTC Amendment | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 2,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003337 · form4a-02072025_040201.xml · nonDerivative · entry 4 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,313 F4 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 16, 2023. The award is subject to performance-vesting restrictions based on a relative return on invested capital measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2024. Read SEC document |
| February 15, 2024 Filed Feb 7, 2025 21:00 UTC Amendment | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 1,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003337 · form4a-02072025_040201.xml · nonDerivative · entry 3 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,173 F3 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 17, 2022. The award is subject to performance-vesting restrictions based on a relative return on invested capital measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2024. Read SEC document |
| February 15, 2024 Filed Feb 7, 2025 21:00 UTC Amendment | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 1,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003337 · form4a-02072025_040201.xml · nonDerivative · entry 2 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,697 F2 · shares: Represents shares of AbbVie common stock issued under a performance-vesting restricted stock unit award granted to the reporting person on February 18, 2021. The award is subject to performance-vesting restrictions based on a relative return on invested capital measure. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2024. Read SEC document |
| February 15, 2024 Filed Feb 7, 2025 21:00 UTC Amendment | AbbVie Inc. ABBV · Entity 2800 | GrantCommon Stock, $0.01 par value | 5,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003337 · form4a-02072025_040201.xml · nonDerivative · entry 1 Thakkar Roopal · CIK 0002004979 · EVP, R&D and CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,125 F1 · shares: Represents shares of AbbVie common stock issued under a performance share award granted to the reporting person on February 18, 2021. The award is subject to performance-vesting restrictions based on earnings per share and relative total shareholder return. The performance-vesting restrictions with respect to these shares were released on the date reported in Column 2 above upon certification of performance goal attainment by the Compensation Committee of AbbVie's Board of Directors. The shares will be issued to the reporting person on February 28, 2024. 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.