Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMGEN INCAMGN · Entity 2832 | Director | May 19, 2023 | May 23, 2023 |
| Apple Inc.AAPL · Entity 2389 | Director | February 24, 2026 | February 26, 2026 |
| CHEVRON CORPCVX · Entity 2804 | Director | May 25, 2022 | May 27, 2022 |
| SUMISHO AIR LEASE CORPAL · Entity 52868 | Director | May 08, 2019 | May 09, 2019 |
| Uber Technologies, IncUBER · Entity 2867 | Director | May 03, 2026 | May 05, 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.
AMGEN INC
Report date May 19, 2023 · Filed May 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,682 |
Reported balance
After 2023-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-19 · Grant · Acquired 939 · Balance 19,682 F1: The Restricted Stock Units (RSUs) were granted pursuant to the Amgen Inc. 2009 Director Incentive Program, as amended, under the Amgen Inc. 2009 Amended and Restated Equity Incentive Plan (the Director Program) and vested immediately. Vested RSUs are paid in shares of the Company's common stock on a one-to-one basis. Vested RSUs may be deferred by the director, in which case, payment will occur according to the elected deferral schedule. F2: These shares include 3,388 Dividend Equivalents (DEs) granted pursuant to the Director Program and subject to a qualifying dividend reinvestment plan. DEs are credited on the director's vested but deferred RSUs and are paid out in shares of the Company's common stock on a one-to-one basis along with a cash payment for any remaining fractional share amount. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units (RSUs) were granted pursuant to the Amgen Inc. 2009 Director Incentive Program, as amended, under the Amgen Inc. 2009 Amended and Restated Equity Incentive Plan (the Director Program) and vested immediately. Vested RSUs are paid in shares of the Company's common stock on a one-to-one basis. Vested RSUs may be deferred by the director, in which case, payment will occur according to the elected deferral schedule.
F2: These shares include 3,388 Dividend Equivalents (DEs) granted pursuant to the Director Program and subject to a qualifying dividend reinvestment plan. DEs are credited on the director's vested but deferred RSUs and are paid out in shares of the Company's common stock on a one-to-one basis along with a cash payment for any remaining fractional share amount.
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.
CHEVRON CORP
Report date May 25, 2022 · Filed May 27, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,483 |
Reported balance
After 2022-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-05-25 · Grant · Acquired 1,303 · Balance 57,483 F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. F2: This number includes the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (2,482) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.
F2: This number includes the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (2,482) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.
SUMISHO AIR LEASE CORP
Report date May 08, 2019 · Filed May 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Air Lease Corporation - Class A Common StockSEC Table I · non-derivative | Direct | 30,127 |
Reported balance
After 2019-05-08 transaction · row 1
1 source rowRow 1 · 2019-05-08 · Grant · Acquired 3,390 · Balance 30,127 F1: Restricted stock units (RSUs) granted under the Air Lease Corporation 2014 Equity Incentive Plan, in connection with the reporting person's service as a member of the Board of Directors of the Issuer. Subject to certain conditions, all of these RSUs will vest in full on May 8, 2020, the first anniversary of the grant date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock on the vesting date. |
| Air Lease Corporation- Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 50,000 |
Reported balance
Holding disclosure · report date 2019-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 50,000 F2: These shares are held by a trust of which the reporting person is a co-trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) granted under the Air Lease Corporation 2014 Equity Incentive Plan, in connection with the reporting person's service as a member of the Board of Directors of the Issuer. Subject to certain conditions, all of these RSUs will vest in full on May 8, 2020, the first anniversary of the grant date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock on the vesting date.
F2: These shares are held by a trust of which the reporting person is a co-trustee.
Uber Technologies, Inc
Report date May 03, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,091 |
Reported balance
After 2026-05-03 transaction · row 1
1 source rowRow 1 · 2026-05-03 · Exercise / conversion · Acquired 4,091 · Balance 4,091 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-03 · Exercise / conversion · Disposed 4,091 · Balance 0 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F3: The reporting person was granted 4,091 RSUs on May 6, 2025. The RSUs vested on the date immediately preceding the date of the 2026 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs became payable in cash or common stock on a one-for-one basis at the election of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,045 |
Reported balance
After 2026-05-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-05 · Grant · Acquired 4,045 · Balance 4,045 F4: The reporting person was granted 4,045 RSUs on May 5, 2026 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2027 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 231,909 |
Reported balance
Holding disclosure · report date 2026-05-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 231,909 F2: Shares are held by the Sugar Family Trust for which Mr. Sugar serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.
F2: Shares are held by the Sugar Family Trust for which Mr. Sugar serves as trustee.
F3: The reporting person was granted 4,091 RSUs on May 6, 2025. The RSUs vested on the date immediately preceding the date of the 2026 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs became payable in cash or common stock on a one-for-one basis at the election of the Issuer.
F4: The reporting person was granted 4,045 RSUs on May 5, 2026 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2027 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer.
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 |
|---|---|---|---|---|---|---|
| August 30, 2005 Filed Sep 1, 2005 19:09 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 207 | $60.62 Strike: $0.00 | $12,548.22 |
DisclosureSEC source: 0001127602-05-001592 · form4.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550 Underlying: Common Stock · 207 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors? Equity Compensation and Deferral Plan become payable in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors? Equity Compensation and Deferral Plan become payable in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors? Equity Compensation and Deferral Plan become payable in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals under the Chevron Non-Employee Directors? Equity Compensation and Deferral Plan. Read SEC document |
| June 01, 2005 Filed Jun 3, 2005 01:35 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 343 | $54.71 Strike: $0.00 | $18,765.53 |
DisclosureSEC source: 0001127602-05-001278 · form4.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343 Underlying: Common Stock · 343 shares Expires not disclosed F1 · security: The shares of phantom stock awarded under the ChevronTexaco Non-Employee Directors' Equity Compensation and Deferral Plan become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The shares of phantom stock awarded under the ChevronTexaco Non-Employee Directors' Equity Compensation and Deferral Plan become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock awarded under the ChevronTexaco Non-Employee Directors' Equity Compensation and Deferral Plan become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals under the ChevronTexaco Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| April 27, 2005 Filed Apr 29, 2005 17:28 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 3,280 | $52.00 | $170,560.00 |
DisclosureSEC source: 0001127602-05-001194 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,280 F1 · shares: This number represents stock units and restricted stock paid under the Non-Employee Directors' Equity Compensation and Deferral Plan. 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.