Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Macy's, Inc.M · Entity 3820 | Director · Executive Chair&Chairman of Bd | March 24, 2017 | March 28, 2017 |
| Vicarious Surgical Inc.DEH · Entity 8714 | Director | July 14, 2020 | July 14, 2020 |
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.
Macy's, Inc.
Report date March 24, 2017 · Filed March 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Options to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $28.17 · Expires 2027-03-24 | Direct | 290,076 |
Reported balance
After 2017-03-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-03-24 · Grant · Acquired 290,076 · Balance 290,076 F3: Grant to reporting person of options to purchase 290,076 shares of common stock under the Issuer's Amended and Restated 2009 Omnibus Incentive Compensation Plan. The options become exercisable in 25% increments on March 24, 2018, March 24, 2019, March 24, 2020 and March 24, 2021. |
| Common StockSEC Table I · non-derivative | IndirectBy GRATS | 157,102 |
Reported balance
Holding disclosure · report date 2017-03-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 157,102 F1: These shares were previously reported as directly beneficially owned. On March 26, 2015 the reporting person contributed 156,930 shares to a grantor retained annuity trust ("GRAT #1"). On March 28, 2016, 61,288 shares were transferred back to the reporting person therefore leaving a total of 95,642 shares in GRAT #1. On November 13, 2015, the reporting person contributed 126,294 shares to a grantor retained annuity trust ("GRAT #2"). On February 24, 2017, 64,834 shares were transferred back to the reporting person therefore leaving a total of 61,460 shares in GRAT #2. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 2,572 |
Reported balance
Holding disclosure · report date 2017-03-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,572 F2: Reflects the reporting person's interest in Macy's stock under the Issuer's 401(k) plan, derived by dividing the value of the undivided interest of the reporting person in the applicable investment fund as of March 24, 2017 by $28.17, the stock price of such date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were previously reported as directly beneficially owned. On March 26, 2015 the reporting person contributed 156,930 shares to a grantor retained annuity trust ("GRAT #1"). On March 28, 2016, 61,288 shares were transferred back to the reporting person therefore leaving a total of 95,642 shares in GRAT #1. On November 13, 2015, the reporting person contributed 126,294 shares to a grantor retained annuity trust ("GRAT #2"). On February 24, 2017, 64,834 shares were transferred back to the reporting person therefore leaving a total of 61,460 shares in GRAT #2.
F2: Reflects the reporting person's interest in Macy's stock under the Issuer's 401(k) plan, derived by dividing the value of the undivided interest of the reporting person in the applicable investment fund as of March 24, 2017 by $28.17, the stock price of such date.
F3: Grant to reporting person of options to purchase 290,076 shares of common stock under the Issuer's Amended and Restated 2009 Omnibus Incentive Compensation Plan. The options become exercisable in 25% increments on March 24, 2018, March 24, 2019, March 24, 2020 and March 24, 2021.
Vicarious Surgical Inc.
Report date July 14, 2020 · Filed July 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-07-14 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The reporting person owns 25,000 Class B Ordinary Shares which are convertible into Class A Ordinary Shares as described under the heading "Description of Securities-Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-239503) and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person owns 25,000 Class B Ordinary Shares which are convertible into Class A Ordinary Shares as described under the heading "Description of Securities-Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-239503) and have no expiration date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PROCTER & GAMBLE Co
Report date October 14, 2025 · Filed October 15, 2025
Section 16 reporting ended · disclosed 2025-10-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,428.6912 |
Reported balance
After 2025-10-14 transaction · row 1
1 source rowRow 1 · 2025-10-14 · Grant · Acquired 31 · Balance 43,428.6912 F1: Restricted Stock Units awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. |
| Common StockSEC Table I · non-derivative | IndirectShares Held by Spouse | 530 |
Reported balance
Holding disclosure · report date 2025-10-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 530 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| June 14, 2016 Filed Jun 16, 2016 16:28 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-055628 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,814.102 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| March 08, 2016 Filed Mar 10, 2016 20:34 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 271 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-045911 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,412.032 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| December 08, 2015 Filed Dec 10, 2015 16:57 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 354 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-033699 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,072.495 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| October 13, 2015 Filed Oct 15, 2015 18:50 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-029068 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,647.552 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. Read SEC document |
| September 08, 2015 Filed Sep 10, 2015 14:51 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 393 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-026794 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,285.552 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| June 09, 2015 Filed Jun 11, 2015 18:16 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-020391 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,846.834 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| March 10, 2015 Filed Mar 11, 2015 19:23 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 276 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-011014 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,458.502 F1 · price: Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| December 09, 2014 Filed Dec 11, 2014 15:24 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-034792 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,148.691 F1 · price: Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| November 03, 2014 Filed Nov 4, 2014 19:41 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-030992 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,811.996 F1 · price: Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan Read SEC document |
| September 09, 2014 Filed Sep 10, 2014 18:40 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 332 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-027517 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,716.996 F1 · price: Stock Units awarded pursuant to Issuer's 2013 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on August 15, 2014, pursuant to issuer's 2013 Non-Employee Directors' Stock Plan. Read SEC document |
| June 10, 2014 Filed Jun 11, 2014 16:05 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-020547 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,366.518 F1 · price: Stock Units awarded pursuant to Issuer's 2013 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on May 15, 2014, pursuant to issuer's 2013 Non-Employee Directors' Stock Plan. Read SEC document |
| March 11, 2014 Filed Mar 12, 2014 17:38 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-011240 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,004.007 F1 · price: Stock Units awarded pursuant to Issuer's 2013 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on February 18, 2014, pursuant to issuer's 2013 Non-Employee Directors' Stock Plan. Read SEC document |
| December 10, 2013 Filed Dec 11, 2013 19:03 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-034341 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,701.315 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on November 15, 2013, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 08, 2013 Filed Oct 9, 2013 19:28 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-029142 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,356 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 11, 2013 Filed Sep 12, 2013 19:39 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-027082 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,063 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| June 11, 2013 Filed Jun 13, 2013 18:43 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-020283 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 710 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| March 12, 2013 Filed Mar 14, 2013 11:58 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 357 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-010716 · form4.xml · nonDerivative · entry 1 LUNDGREN TERRY J · CIK 0001184471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock 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.