Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Inc.AAPL · Entity 2389 | Director | February 24, 2026 | February 26, 2026 |
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | September 30, 2026 | October 02, 2026 |
| JOHNSON & JOHNSONJNJ · Entity 2722 | Director | January 17, 2023 | January 18, 2023 |
| JPMORGAN CHASE & COJPM · Entity 2795 | Director | January 20, 2026 | January 22, 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.
Apple Inc.
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2027-02-01 | Direct | 1,139 |
Reported balance
After 2026-02-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-24 · Grant · Acquired 1,139 · Balance 1,139 F1: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan, as Amended and Restated. F2: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan, as Amended and Restated.
F2: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
F3: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date.
INTERNATIONAL BUSINESS MACHINES CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 35,343 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 489 · Balance 35,343 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
JOHNSON & JOHNSON
Report date January 17, 2023 · Filed January 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 766,583.671 |
Ending reported balance
After 2023-01-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-17 · Exercise / conversion · Acquired 547,692 · Balance 1,133,193.671 F1: Reflects the auto-exercise of options immediately prior to their expiration. Row 2 · 2023-01-17 · Tax withholding · Disposed 366,610 · Balance 766,583.671 F2: Shares withheld for payment of the exercise price and taxes in connection with the exercise of the options reported on the Form 4. |
| Employee Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $72.54 · Expires 2023-01-13 | Direct | 0 |
Reported balance
After 2023-01-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-01-17 · Exercise / conversion · Disposed 547,692 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy 401k | 678 |
Reported balance
Holding disclosure · report date 2023-01-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 678 F3: Includes shares accrued due to dividend reinvestment in the Johnson & Johnson Stock Fund under the Johnson & Johnson Savings Plan as of the Plan's most recent reporting date (12/30/2022). |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 1,074 |
Reported balance
Holding disclosure · report date 2023-01-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,074 F4: Shares held by ESOP under the Johnson & Johnson Savings Plan as of the Plan's most recent reporting date (12/30/2022) |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the auto-exercise of options immediately prior to their expiration.
F2: Shares withheld for payment of the exercise price and taxes in connection with the exercise of the options reported on the Form 4.
F3: Includes shares accrued due to dividend reinvestment in the Johnson & Johnson Stock Fund under the Johnson & Johnson Savings Plan as of the Plan's most recent reporting date (12/30/2022).
F4: Shares held by ESOP under the Johnson & Johnson Savings Plan as of the Plan's most recent reporting date (12/30/2022)
JPMORGAN CHASE & CO
Report date January 20, 2026 · Filed January 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,293.5825 |
Reported balance
After 2026-01-20 transaction · row 1
1 source rowRow 1 · 2026-01-20 · Grant · Acquired 913.5251 · Balance 7,293.5825 F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.
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 08, 2010 Filed Feb 9, 2010 23:35 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantEmployee Stock Options (Right to Buy) · Derivative | 119,770 | $0.00 Strike: $62.62 | $0.00 |
DisclosureSEC source: 0000200406-10-000015 · edgar.xml · derivative · entry 4 Gorsky Alex · CIK 0001453149 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,770 Underlying: Common Stock · 119,770 shares Expires 2020-02-08 F1 · security: Awarded under Issuer's Long-Term Incentive Plan. Read SEC document |
| February 08, 2010 Filed Feb 9, 2010 23:35 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantCommon Stock | 2,395 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000200406-10-000015 · edgar.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,475 F1 · price: Awarded under Issuer's Long-Term Incentive Plan. Read SEC document |
| January 31, 2010 Filed Feb 9, 2010 23:35 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | OtherCommon Stock | 39 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000200406-10-000015 · edgar.xml · nonDerivative · entry 2 Gorsky Alex · CIK 0001453149 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Indirect · Johnson & Johnson Stock Fund under the 401(k) Savings Plan Disclosed balance after: 130 F2 · security: Shares acquired in the Johnson & Johnson Stock Fund under Johnson & Johnson's 401(k) Savings Plan as of Plan's most recent reporting date (01/31/2010). F2 · price: Shares acquired in the Johnson & Johnson Stock Fund under Johnson & Johnson's 401(k) Savings Plan as of Plan's most recent reporting date (01/31/2010). Read SEC document |
| February 09, 2009 Filed Feb 11, 2009 22:58 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantRestricted Share Units · Derivative | 20,791 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-09-000030 · edgar.xml · derivative · entry 4 Gorsky Alex · CIK 0001453149 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,791 Underlying: Common Stock · 20,791 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of Company Common Stock. F4 · derivative.expiration_date: The Restricted Share Units vest three years after date of grant. 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.