Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGILENT TECHNOLOGIES, INC.A · Entity 3062 | Director · CEO and President | March 08, 2024 | March 12, 2024 |
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | Director | September 30, 2026 | October 03, 2026 |
| KLA CORPKLAC · Entity 2838 | Director | November 05, 2025 | November 07, 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.
AGILENT TECHNOLOGIES, INC.
Report date March 08, 2024 · Filed March 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 253,908.5436 |
Reported balance
After 2024-03-08 transaction · row 1
1 source rowRow 1 · 2024-03-08 · Sale · Disposed 52,297 · Balance 253,908.5436 F1: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the reporting person on March 30, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the reporting person on March 30, 2023.
BRISTOL MYERS SQUIBB CO
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 17,050.601 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 560.897 · Balance 17,050.601 F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person.
F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.
KLA CORP
Report date November 05, 2025 · Filed November 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,178.732 |
Reported balance
After 2025-11-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-11-05 · Grant · Acquired 203.732 · Balance 1,178.732 F1: On November 5, 2025, the Reporting Person received an automatic grant of restricted stock units ("RSUs") for 203.732 shares of KLA common stock. The RSUs vest on the earliest to occur of (i) November 5, 2026, (ii) immediately prior to the next annual meeting of stockholders, and (iii) ten days prior to a change of control of KLA. F2: The number of shares of KLA common stock includes 203.732 shares issuable upon vesting of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 5, 2025, the Reporting Person received an automatic grant of restricted stock units ("RSUs") for 203.732 shares of KLA common stock. The RSUs vest on the earliest to occur of (i) November 5, 2026, (ii) immediately prior to the next annual meeting of stockholders, and (iii) ten days prior to a change of control of KLA.
F2: The number of shares of KLA common stock includes 203.732 shares issuable upon vesting of RSUs.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COHERENT INC
Report date July 01, 2022 · Filed July 01, 2022
Section 16 reporting ended · disclosed 2022-07-01. 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 |
Reported balance
After 2022-07-01 transaction · row 1
1 source rowRow 1 · 2022-07-01 · Disposition to issuer · Disposed 6,043 · Balance 0 F1: On July 1, 2022, II-VI Incorporated ("Buyer"), acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Watson Merger Sub Inc, a direct, wholly owned subsidiary of Buyer ("Merger Sub"), dated as of March 25, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger (the "Merger"). F2: At the effective time of the Merger (the "Effective Time"), each outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $220.00 in cash, without interest (the "Cash Consideration"), plus 0.91 of a validly issued, fully paid and nonassessable share of Buyer (the "Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: On July 1, 2022, II-VI Incorporated ("Buyer"), acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Watson Merger Sub Inc, a direct, wholly owned subsidiary of Buyer ("Merger Sub"), dated as of March 25, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger (the "Merger").
F2: At the effective time of the Merger (the "Effective Time"), each outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $220.00 in cash, without interest (the "Cash Consideration"), plus 0.91 of a validly issued, fully paid and nonassessable share of Buyer (the "Merger Consideration").
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 14, 2017 Filed Nov 17, 2017 00:02 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | GrantCommon Stock | 101,602 | $67.46 | $6,854,070.92 |
DisclosureSEC source: 0001127602-17-032488 · form4.xml · nonDerivative · entry 2 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,172.9036 F3 · shares: On November 14, 2017, 101,602 shares of common stock of Agilent Technologies, Inc. were issued to the reporting person pursuant to the Agilent Technologies, Inc. Long-Term Performance Program. Read SEC document |
| November 14, 2017 Filed Nov 17, 2017 00:02 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | GrantCommon Stock | 53,695 | $67.46 | $3,622,264.70 |
DisclosureSEC source: 0001127602-17-032488 · form4.xml · nonDerivative · entry 1 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,570.9036 F1 · shares: Restricted Stock Units granted under the Agilent Technologies, Inc. 2009 Stock Plan, in compliance with Rule 16b-3. The restricted stock units vest in four equal annual installments beginning on November 14, 2018. F2 · balance_after: 4.3233 Shares acquired in an Employee Stock Purchase Plan under Section 423 of the Internal Revenue Code of 1986, as amended, in a transaction exempt under Rule 16b-3. Read SEC document |
| September 14, 2017 Filed Sep 15, 2017 21:41 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | SaleCommon Stock | 16,492 | $65.33 | $1,077,422.36 |
DisclosureSEC source: 0001127602-17-027518 · form4.xml · nonDerivative · entry 1 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,871.5802 F1 · price: The weighted average sale price was $65.33 with a range between $65.16 - $65.49 Read SEC document |
| May 23, 2017 Filed May 24, 2017 22:45 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $25.73 | $0.00 |
DisclosureSEC source: 0001127602-17-019304 · form4.xml · derivative · entry 3 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,962 Underlying: Common Stock · 50,000 shares Expires 2020-11-16 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. F3 · security: Right to buy Agilent Technologies, Inc. common stock granted under the Agilent Technologies, Inc. Stock Plan, in compliance with Rule 16b-3. F4 · derivative.exercise_date: The option is fully vested and exercisable Read SEC document |
| May 23, 2017 Filed May 24, 2017 22:45 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | SaleCommon Stock | 50,000 | $59.86 | $2,993,000.00 |
DisclosureSEC source: 0001127602-17-019304 · form4.xml · nonDerivative · entry 2 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,363.5802 F2 · date: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the reporting person on March 28, 2017. Read SEC document |
| May 23, 2017 Filed May 24, 2017 22:45 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | Exercise / conversionCommon Stock | 50,000 | $25.73 | $1,286,500.00 |
DisclosureSEC source: 0001127602-17-019304 · form4.xml · nonDerivative · entry 1 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,363.5802 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 · balance_after: 528.925 Shares acquired in an Employee Stock Purchase Plan under Section 423 of the Internal Revenue Code of 1986, as amended, in a transaction exempt under Rule 16b-3. Read SEC document |
| May 01, 2017 Filed May 2, 2017 21:56 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 32,511 | $0.00 Strike: $21.53 | $0.00 |
DisclosureSEC source: 0001127602-17-016400 · form4.xml · derivative · entry 3 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,511 shares Expires 2019-11-17 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. F3 · security: Right to buy Agilent Technologies, Inc. common stock granted under the Agilent Technologies, Inc. Stock Plan, in compliance with Rule 16b-3. F4 · derivative.exercise_date: The option is fully vested and exercisable Read SEC document |
| May 01, 2017 Filed May 2, 2017 21:56 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | SaleCommon Stock | 32,511 | $55.48 | $1,803,710.28 |
DisclosureSEC source: 0001127602-17-016400 · form4.xml · nonDerivative · entry 2 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,834.6549 F1 · date: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the reporting person on March 28, 2017. F2 · price: The average weighted sale price was $55.48 with a range of $55.36 - $55.52. Read SEC document |
| May 01, 2017 Filed May 2, 2017 21:56 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | Exercise / conversionCommon Stock | 32,511 | $21.53 | $699,961.83 |
DisclosureSEC source: 0001127602-17-016400 · form4.xml · nonDerivative · entry 1 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,345.6549 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 |
| December 07, 2016 Filed Dec 9, 2016 21:18 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | Tax withholdingCommon Stock | 2,875 | $44.99 | $129,346.25 |
DisclosureSEC source: 0001127602-16-069582 · form4.xml · nonDerivative · entry 1 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,834.6549 F1 · shares: The reporting person surrendered 2,875 shares to Agilent Technologies, Inc. to satisfy tax liability on the vesting of restricted stock units in accordance with Rule 16b-3. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 22:05 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | GrantCommon Stock | 69,599 | $46.18 | $3,214,081.82 |
DisclosureSEC source: 0001127602-16-067788 · form4.xml · nonDerivative · entry 3 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,709.6549 F4 · shares: Restricted Stock Units granted under the Agilent Technologies, Inc. 2009 Stock Plan, in compliance with Rule 16b-3. The restricted stock units vest in four equal annual installments beginning on November 16, 2017. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 22:05 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | Tax withholdingCommon Stock | 17,377 | $46.18 | $802,469.86 |
DisclosureSEC source: 0001127602-16-067788 · form4.xml · nonDerivative · entry 2 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,110.6549 F3 · shares: The reporting person surrendered 17,377 shares to Agilent Technologies, Inc. to satisfy tax liability on the issuance of shares in accordance with Rule 16b-3. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 22:05 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | GrantCommon Stock | 33,300 | $46.18 | $1,537,794.00 |
DisclosureSEC source: 0001127602-16-067788 · form4.xml · nonDerivative · entry 1 McMullen Michael R. · CIK 0001418949 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,487.6549 F1 · shares: On November 16, 2016, 33,300 shares of common stock of Agilent Technologies, Inc. were issued to the reporting person pursuant to the Agilent Technologies, Inc. Long-Term Performance Program. F2 · balance_after: 599.376 Shares acquired in an Employee Stock Purchase Plan under Section 423 of the Internal Revenue Code of 1986, as amended, in a transaction exempt under Rule 16b-3. 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.