Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORD MOTOR COF · Entity 1829 | President, Ford Pro | March 04, 2026 | March 05, 2026 |
| GENERAL MILLS INCGIS · Entity 3236 | Director | September 25, 2018 | September 27, 2018 |
| General Motors CoGM · Entity 2958 | Executive Vice President | February 15, 2019 | February 19, 2019 |
| 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.
FORD MOTOR CO
Report date March 04, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 249,804 |
Reported balance
After 2026-03-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-04 · Grant · Acquired 249,804 · Balance 249,804 F1: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment. These Ford Restricted Stock Units will be converted and distributed, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2026), 66% after two years, and in full after three years. |
Filing footnotes · ownership attribution and instrument terms
F1: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment. These Ford Restricted Stock Units will be converted and distributed, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2026), 66% after two years, and in full after three years.
GENERAL MILLS INC
Report date September 25, 2018 · Filed September 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,507.4276 |
Reported balance
After 2018-09-25 transaction · row 1
1 source rowRow 1 · 2018-09-25 · Grant · Acquired 4,111 · Balance 10,507.4276 F1: Automatic grant of restricted stock units under the General Mills, Inc. 2017 Stock Compensation Plan. Each restricted stock unit vests on the date of the next annual meeting of General Mills stockholders and represents a contingent right to receive one share of General Mills, Inc. common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Automatic grant of restricted stock units under the General Mills, Inc. 2017 Stock Compensation Plan. Each restricted stock unit vests on the date of the next annual meeting of General Mills stockholders and represents a contingent right to receive one share of General Mills, Inc. common stock.
General Motors Co
Report date February 15, 2019 · Filed February 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.32 · Expires 2025-07-28 | Direct | 157,259 |
Reported balance
After 2019-02-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-02-15 · Grant · Acquired 39,314 · Balance 157,259 F1: On February 15, 2019, 20% of the July 28, 2015, Driving Stockholder Value Stock Option Grant (the "DSV Grant") vested upon meeting or exceeding the median Total Shareholder Return of the peer group for the period July 28, 2015, through December 31, 2018. F2: Represents the vested and unexercised portion of the DSV Grant, 40% of which vested on February 15, 2017, and 20% of which vested on each of February 15, 2018, and February 15, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 15, 2019, 20% of the July 28, 2015, Driving Stockholder Value Stock Option Grant (the "DSV Grant") vested upon meeting or exceeding the median Total Shareholder Return of the peer group for the period July 28, 2015, through December 31, 2018.
F2: Represents the vested and unexercised portion of the DSV Grant, 40% of which vested on February 15, 2017, and 20% of which vested on each of February 15, 2018, and February 15, 2019.
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 | 3,611.4062 |
Reported balance
After 2026-01-20 transaction · row 1
1 source rowRow 1 · 2026-01-20 · Grant · Acquired 913.5251 · Balance 3,611.4062 F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 285 |
Reported balance
Holding disclosure · report date 2026-01-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 285 |
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 |
|---|---|---|---|---|---|---|
| December 31, 2016 Filed Jan 4, 2017 19:12 UTC | General Motors Co GM · Entity 2958 | Disposition to issuerCommon Stock | 581 | $34.99 | $20,329.19 |
DisclosureSEC source: 0001467858-17-000010 · wf-form4_148357515701028.xml · nonDerivative · entry 2 Boler-Davis Alicia S · CIK 0001677195 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,889 Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 19:12 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000010 · wf-form4_148357515701028.xml · nonDerivative · entry 1 Boler-Davis Alicia S · CIK 0001677195 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,470 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 · security: The Common Stock reported in this item was issued upon the settlement of a portion of a grant of Salary Stock Units ("SSUs") awarded on December 31, 2013 pursuant to the Company's Salary Stock Plan (the "GMSSP") and vested upon grant. The portion of this award currently payable was settled on December 31, 2016 in cash, less a portion withheld for taxes. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 20:10 UTC | GENERAL MILLS INC GIS · Entity 3236 | GrantCommon Stock | 2,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000897101-16-003373 · gis164242s1boler_4.xml · nonDerivative · entry 1 Boler-Davis Alicia S · CIK 0001677195 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,818 F1 · shares: Automatic grant of restricted stock units under the General Mills, Inc. 2016 Compensation Plan for Non-Employee Directors. Each restricted stock unit vests on the date of the next annual meeting of General Mills stockholders and represents a contingent right to receive one share of General Mills, Inc. common stock. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 18:21 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionSalary Stock Units · Derivative | 1,066 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-16-000348 · wf-form4_147561965966885.xml · derivative · entry 4 Boler-Davis Alicia S · CIK 0001677195 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,066 shares Expires not disclosed 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. F2 · security: Each SSU is the economic equivalent of one share of the Company's Common Stock. Grants of SSUs are fully vested when made and settled in three equal, annual installments beginning one year after the date of grant. The GMSSP gives the Reporting Person the option of having a settlement made by delivery of shares of the Common Stock or by the delivery of cash in an amount equal to the fair market value of the Common Stock as of the applicable anniversary date of the SSU's grant. Under the GMSSP, the fair value of the Common Stock is the average of the high and low trading prices for the Common Stock as reported on the New York Stock Exchange, on which it is listed, on the date of the transaction, which was $31.77. F2 · derivative.exercise_price: Each SSU is the economic equivalent of one share of the Company's Common Stock. Grants of SSUs are fully vested when made and settled in three equal, annual installments beginning one year after the date of grant. The GMSSP gives the Reporting Person the option of having a settlement made by delivery of shares of the Common Stock or by the delivery of cash in an amount equal to the fair market value of the Common Stock as of the applicable anniversary date of the SSU's grant. Under the GMSSP, the fair value of the Common Stock is the average of the high and low trading prices for the Common Stock as reported on the New York Stock Exchange, on which it is listed, on the date of the transaction, which was $31.77. F3 · derivative.exercise_date: The SSUs do not have an expiration or exercise date or carry a conversion or exercise price. F3 · derivative.expiration_date: The SSUs do not have an expiration or exercise date or carry a conversion or exercise price. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 18:21 UTC | General Motors Co GM · Entity 2958 | Tax withholdingCommon Stock | 506 | $31.77 | $16,075.62 |
DisclosureSEC source: 0001467858-16-000348 · wf-form4_147561965966885.xml · nonDerivative · entry 3 Boler-Davis Alicia S · CIK 0001677195 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,531 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 18:21 UTC | General Motors Co GM · Entity 2958 | Disposition to issuerCommon Stock | 560 | $31.77 | $17,791.20 |
DisclosureSEC source: 0001467858-16-000348 · wf-form4_147561965966885.xml · nonDerivative · entry 2 Boler-Davis Alicia S · CIK 0001677195 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,037 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 18:21 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionCommon Stock | 1,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-16-000348 · wf-form4_147561965966885.xml · nonDerivative · entry 1 Boler-Davis Alicia S · CIK 0001677195 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,597 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 · security: The Common Stock reported in this item was issued upon the settlement of a portion of a grant of Salary Stock Units ("SSUs") awarded on September 30, 2013 pursuant to the Company's Salary Stock Plan (the "GMSSP") and vested upon grant. The portion of this award currently payable was settled on September 30, 2016 in cash, less a portion withheld for taxes. 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.