Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ELI LILLY & CoLLY · Entity 2794 | EVP & President, Card Met Hlth | February 16, 2026 | February 18, 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.
ELI LILLY & Co
Report date February 16, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,140.544 |
Ending reported balance
After 2026-02-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-16 · Exercise / conversion · Acquired 207 · Balance 10,231.855 Row 2 · 2026-02-16 · Tax withholding · Disposed 91.311 · Balance 10,140.544 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2026-02-16 | Direct | 0 |
Reported balance
After 2026-02-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-16 · Exercise / conversion · Disposed 207 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock.
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 16, 2026 Filed Feb 18, 2026 21:21 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 207 | $0.00 | $0.00 |
DisclosureSEC source: 0002071542-26-000004 · wk-form4_1771449660.xml · derivative · entry 3 Custer Kenneth L. · CIK 0002071542 · EVP & President, Card Met Hlth 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 207 shares Expires 2026-02-16 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 a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 21:21 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 91.311 | $1,040.00 | $94,963.44 |
DisclosureSEC source: 0002071542-26-000004 · wk-form4_1771449660.xml · nonDerivative · entry 2 Custer Kenneth L. · CIK 0002071542 · EVP & President, Card Met Hlth 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,140.544 Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 21:21 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 207 | $0.00 | $0.00 |
DisclosureSEC source: 0002071542-26-000004 · wk-form4_1771449660.xml · nonDerivative · entry 1 Custer Kenneth L. · CIK 0002071542 · EVP & President, Card Met Hlth 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,231.855 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. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 21:14 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 659.28 | $1,044.67 | $688,730.04 |
DisclosureSEC source: 0002071542-26-000002 · wk-form4_1770844481.xml · nonDerivative · entry 1 Custer Kenneth L. · CIK 0002071542 · EVP & President, Card Met Hlth 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,024.855 Read SEC document |
| August 27, 2025 Filed Aug 28, 2025 20:15 UTC | ELI LILLY & Co LLY · Entity 2794 | OtherPhantom Stock · Derivative | 612.937 | $734.17 | $449,999.96 |
DisclosureSEC source: 0000059478-25-000236 · wk-form4_1756412129.xml · derivative · entry 2 Custer Kenneth L. · CIK 0002071542 · EVP & President, Card Met Hlth 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,173.461 Underlying: Common Stock · 612.937 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of Eli Lilly and Company common stock. F2 · shares: Reflects reallocation of funds within the reporting person's deferred compensation account. F3 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Eli Lilly and Company. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Eli Lilly and Company. 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.