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 |
| BlackRock Inc.BLK · Entity 12961 | Director | August 16, 2024 | August 20, 2024 |
| BlackRock, Inc.BLK · Entity 2850 | Director | January 16, 2026 | January 21, 2026 |
| Samsara Inc.IOT · Entity 3218 | Director | July 29, 2025 | July 31, 2025 |
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.
BlackRock Inc.
Report date August 16, 2024 · Filed August 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | Direct | 427,597 |
Reported balance
After 2024-08-16 transaction · row 1
1 source rowRow 1 · 2024-08-16 · Gift · Disposed 290 · Balance 427,597 |
BlackRock, Inc.
Report date January 16, 2026 · Filed January 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | Direct | 427,971 |
Reported balance
After 2026-01-16 transaction · row 1
1 source rowRow 1 · 2026-01-16 · Grant · Acquired 214 · Balance 427,971 F1: Restricted Stock Units granted to non-employee directors under the Third Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan, based on $1,170.18 per share which was the average of the high and low price per share of Common Stock on January 16, 2026. Restricted Stock Units vest upon the director's election or re-election, as applicable, at the 2026 Annual Meeting of Shareholders and will be settled in shares of Common Stock on the third anniversary of the date of grant, unless the director has elected to receive settlement of such shares on the date that he or she ceases to be a member of the Board (either in a lump sum or in five equal annual installments beginning on such date). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units granted to non-employee directors under the Third Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan, based on $1,170.18 per share which was the average of the high and low price per share of Common Stock on January 16, 2026. Restricted Stock Units vest upon the director's election or re-election, as applicable, at the 2026 Annual Meeting of Shareholders and will be settled in shares of Common Stock on the third anniversary of the date of grant, unless the director has elected to receive settlement of such shares on the date that he or she ceases to be a member of the Board (either in a lump sum or in five equal annual installments beginning on such date).
Samsara Inc.
Report date July 29, 2025 · Filed July 31, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 452,412 |
Reported balance
After 2025-07-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-07-29 · Grant · Acquired 6,371 · Balance 452,412 F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. The RSUs will vest in full on the earlier of July 29, 2026 or the day prior to the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through the applicable vesting date. F2: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. The RSUs will vest in full on the earlier of July 29, 2026 or the day prior to the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through the applicable vesting date.
F2: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
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 01, 2017 Filed Feb 3, 2017 23:37 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 2,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-17-000897 · wf-form4_148616505664998.xml · nonDerivative · entry 1 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,234 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 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 17:44 UTC | BlackRock Inc. BLK · Entity 12961 | GrantShares Of Common Stock (par Value $0.01 Per Share) | 17 | $380.54 | $6,469.18 |
DisclosureSEC source: 0001127602-17-000762 · form4.xml · nonDerivative · entry 1 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 486,798.8 F1 · shares: Common Stock granted to Nonemployee Directors under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan (the "Plan"), based on $380.54 per share which was the closing price of the stock on December 30, 2016. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 18:03 UTC | BlackRock Inc. BLK · Entity 12961 | GiftShares Of Common Stock (par Value $0.01 Per Share) | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069341 · form4.xml · nonDerivative · entry 1 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 486,781.8 Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 16:14 UTC | BlackRock Inc. BLK · Entity 12961 | GiftShares Of Common Stock (par Value $0.01 Per Share) | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067193 · form4.xml · nonDerivative · entry 1 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487,981.8 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 17:18 UTC | BlackRock Inc. BLK · Entity 12961 | GrantShares Of Common Stock (par Value $0.01 Per Share) | 17 | $362.46 | $6,161.82 |
DisclosureSEC source: 0001127602-16-064129 · form4.xml · nonDerivative · entry 2 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,381.8 F1 · shares: Common Stock granted to Nonemployee Directors under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan (the "Plan"), based on $362.46 per share which was the closing price of the stock on September 30, 2016. Read SEC document |
| August 09, 2016 Filed Oct 4, 2016 17:18 UTC | BlackRock Inc. BLK · Entity 12961 | GiftShares Of Common Stock (par Value $0.01 Per Share) | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064129 · form4.xml · nonDerivative · entry 1 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,364.8 Read SEC document |
| February 26, 2016 Filed Mar 1, 2016 23:34 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 2,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-104163 · doc4.xml · derivative · entry 1 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,580 Underlying: Common Stock · 2,580 shares Expires 2017-02-01 F1 · security: Automatic grant pursuant to the 1997 Director Stock Plan. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2017, assuming continued service through the applicable vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2017, assuming continued service through the applicable vesting date. Read SEC document |
| February 01, 2016 Filed Feb 3, 2016 23:35 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 2,008 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-095503 · doc4.xml · derivative · entry 6 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,008 shares Expires 2016-02-01 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 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2 · derivative.exercise_date: This restricted stock unit award was granted on March 10, 2015 and vested entirely on February 1, 2016. Read SEC document |
| February 01, 2016 Filed Feb 3, 2016 23:35 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 2,008 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-095503 · doc4.xml · nonDerivative · entry 1 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,654 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 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| July 27, 2015 Filed Jul 28, 2015 22:31 UTC | Apple Inc. AAPL · Entity 2389 | PurchaseCommon Stock | 2,000 | $122.90 | $245,800.00 |
DisclosureSEC source: 0000899243-15-001800 · doc4.xml · nonDerivative · entry 5 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,646 Read SEC document |
| July 24, 2015 Filed Jul 28, 2015 22:31 UTC | Apple Inc. AAPL · Entity 2389 | PurchaseCommon Stock | 1,500 | $124.12 | $186,180.00 |
DisclosureSEC source: 0000899243-15-001800 · doc4.xml · nonDerivative · entry 4 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 1,500 F1 · price: This transaction was executed in multiple trades at prices ranging from $124.1171 to $124.1199; the price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, the Registrant, or a security holder of the Registrant. Read SEC document |
| July 24, 2015 Filed Jul 28, 2015 22:31 UTC | Apple Inc. AAPL · Entity 2389 | PurchaseCommon Stock | 100 | $124.33 | $12,433.00 |
DisclosureSEC source: 0000899243-15-001800 · doc4.xml · nonDerivative · entry 3 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse, as custodian for child Disclosed balance after: 100 Read SEC document |
| July 24, 2015 Filed Jul 28, 2015 22:31 UTC | Apple Inc. AAPL · Entity 2389 | PurchaseCommon Stock | 100 | $124.34 | $12,434.00 |
DisclosureSEC source: 0000899243-15-001800 · doc4.xml · nonDerivative · entry 2 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse, as custodian for child Disclosed balance after: 100 Read SEC document |
| July 24, 2015 Filed Jul 28, 2015 22:31 UTC | Apple Inc. AAPL · Entity 2389 | PurchaseCommon Stock | 100 | $124.27 | $12,427.00 |
DisclosureSEC source: 0000899243-15-001800 · doc4.xml · nonDerivative · entry 1 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse, as custodian for child Disclosed balance after: 100 Read SEC document |
| March 10, 2015 Filed Mar 12, 2015 22:32 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 2,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-004545 · rrd423485.xml · derivative · entry 1 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,008 Underlying: Common Stock · 2,008 shares Expires 2016-02-01 F1 · security: Automatic grant pursuant to the 1997 Director Stock Plan. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2016, assuming continued service through the applicable vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2016, assuming continued service through the applicable vesting date. Read SEC document |
| February 01, 2015 Filed Feb 3, 2015 23:30 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,646 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-15-001898 · rrd421948.xml · derivative · entry 2 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,646 shares Expires 2015-02-01 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 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2 · derivative.exercise_date: This restricted stock unit award was granted on July 15, 2014 and vested entirely on February 1, 2015. Read SEC document |
| February 01, 2015 Filed Feb 3, 2015 23:30 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,646 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-15-001898 · rrd421948.xml · nonDerivative · entry 1 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,646 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 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| July 15, 2014 Filed Jul 17, 2014 22:32 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-026992 · rrd413224.xml · derivative · entry 1 WAGNER SUSAN · CIK 0001059235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,646 Underlying: Common Stock · 1,646 shares Expires 2015-02-01 F1 · security: Automatic grant pursuant to the 1997 Director Stock Plan. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2015, assuming continued service through the applicable vesting date. 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.