Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Callaway Golf CoCALY · Entity 4283 | Director | May 29, 2026 | May 29, 2026 |
| VISA INC.V · Entity 495 | Director | January 27, 2026 | January 28, 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.
Callaway Golf Co
Report date May 29, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,956 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Exercise / conversion · Acquired 18,546 · Balance 120,956 F1: Represents the number of shares of common stock issued upon the vesting of Restricted Stock Units ("RSUs"). F2: RSUs convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-29 · Exercise / conversion · Disposed 18,546 · Balance 0 F2: RSUs convert into common stock on a one-for-one basis. F1: Represents the number of shares of common stock issued upon the vesting of Restricted Stock Units ("RSUs"). F3: The RSUs were granted on May 29, 2025 and vested in full on the first anniversary of the grant date. F4: Represents only the RSUs granted on May 29, 2025 and does not include RSUs with different vesting terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of common stock issued upon the vesting of Restricted Stock Units ("RSUs").
F2: RSUs convert into common stock on a one-for-one basis.
F3: The RSUs were granted on May 29, 2025 and vested in full on the first anniversary of the grant date.
F4: Represents only the RSUs granted on May 29, 2025 and does not include RSUs with different vesting terms.
VISA INC.
Report date January 27, 2026 · Filed January 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 9,769 |
Reported balance
After 2026-01-27 transaction · row 1
1 source rowRow 1 · 2026-01-27 · Grant · Acquired 861 · Balance 9,769 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STANLEY BLACK & DECKER, INC.
Report date December 02, 2016 · Filed January 31, 2017 · Amendment
Section 16 reporting ended · disclosed 2017-01-31. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 545,940 |
Reported balance
After 2016-12-02 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2016-12-02 · Grant · Acquired 17,263 · Balance 545,940 F1: This amendment is being filed to correct the disclosure regarding the vesting schedule for stock options and restricted stock units granted on December 2, 2016 pursuant to the Agreement between the Company and Mr. Lundgren dated July 21, 2016. F2: Shares to be delivered on vesting of restricted stock units that vest 50% on April 30, 2018 and 50% on April 30, 2019. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $118.66 · Expires 2026-12-02 | Direct | 70,231 |
Reported balance
After 2016-12-02 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2016-12-02 · Grant · Acquired 70,231 · Balance 70,231 F3: The option will become exercisable in two equal installments; 50% will be exercisable on April 30, 2018 and 50% will be exercisable on April 30, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: This amendment is being filed to correct the disclosure regarding the vesting schedule for stock options and restricted stock units granted on December 2, 2016 pursuant to the Agreement between the Company and Mr. Lundgren dated July 21, 2016.
F2: Shares to be delivered on vesting of restricted stock units that vest 50% on April 30, 2018 and 50% on April 30, 2019.
F3: The option will become exercisable in two equal installments; 50% will be exercisable on April 30, 2018 and 50% will be exercisable on April 30, 2019.
STAPLES INC
Report date September 12, 2017 · Filed September 12, 2017
Section 16 reporting ended · disclosed 2017-09-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2017-09-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-09-12 · Disposition to issuer · Disposed 20,115 · Balance 36,730 F1: Disposed of pursuant to the Agreement and Plan of Merger dated as of June 28, 2017 among issuer, Arch Parent Inc. and Arch Merger Sub Inc. (the "Merger Agreement"), pursuant to which Arch Merger Sub Inc. merged with and into the issuer (the "Merger") effective as of September 12, 2017. Row 2 · 2017-09-12 · Disposition to issuer · Disposed 36,730 · Balance 0 F2: Pursuant to the Merger Agreement, restricted stock units outstanding immediately prior to the effective time of the Merger were canceled and converted into the contingent right to receive an amount in cash equal to $10.25 per underlying share on the closing date. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger dated as of June 28, 2017 among issuer, Arch Parent Inc. and Arch Merger Sub Inc. (the "Merger Agreement"), pursuant to which Arch Merger Sub Inc. merged with and into the issuer (the "Merger") effective as of September 12, 2017.
F2: Pursuant to the Merger Agreement, restricted stock units outstanding immediately prior to the effective time of the Merger were canceled and converted into the contingent right to receive an amount in cash equal to $10.25 per underlying share on the closing date.
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 |
|---|---|---|---|---|---|---|
| November 10, 2016 Filed Nov 14, 2016 18:47 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | Exercise / conversionStock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $64.79 | $0.00 |
DisclosureSEC source: 0001127602-16-066875 · form4.xml · derivative · entry 3 LUNDGREN JOHN F · CIK 0001215250 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2021-12-08 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 · shares: Pursuant to 10b5-1 Plan F2 · derivative.exercise_date: Currently 100% vested Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 18:47 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | SaleCommon Stock | 75,000 | $125.00 | $9,375,000.00 |
DisclosureSEC source: 0001127602-16-066875 · form4.xml · nonDerivative · entry 2 LUNDGREN JOHN F · CIK 0001215250 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,677 F1 · shares: Pursuant to 10b5-1 Plan Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 18:47 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | Exercise / conversionCommon Stock | 75,000 | $64.78 | $4,858,500.00 |
DisclosureSEC source: 0001127602-16-066875 · form4.xml · nonDerivative · entry 1 LUNDGREN JOHN F · CIK 0001215250 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,677 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 · shares: Pursuant to 10b5-1 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.