Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | Director | December 11, 2017 | December 13, 2017 |
| Marqeta, Inc.MQ · Entity 806 | Director | June 16, 2022 | June 17, 2022 |
| PROCTER & GAMBLE CoPG · Entity 2814 | Director | October 13, 2026 | October 14, 2026 |
| Salesforce, Inc.CRM · Entity 2842 | Director | August 22, 2026 | August 24, 2026 |
| Walt Disney CoDIS · Entity 1887 | Director | September 30, 2026 | October 02, 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.
CISCO SYSTEMS, INC.
Report date December 11, 2017 · Filed December 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,099 |
Reported balance
After 2017-12-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-12-11 · Grant · Acquired 5,663 · Balance 14,099 F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. F2: Includes 286 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code.
F2: Includes 286 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock.
Marqeta, Inc.
Report date June 16, 2022 · Filed June 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 21,371 |
Reported balance
After 2022-06-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-06-16 · Grant · Acquired 21,371 · Balance 21,371 F1: Each restricted stock unit is convertible into one share of Class A Common Stock. F2: All of the shares vest in full on the earlier of (i) June 16, 2023 or (ii) the next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Company, unless the Company's Board of Directors determines otherwise prior to the cessation of such services. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is convertible into one share of Class A Common Stock.
F2: All of the shares vest in full on the earlier of (i) June 16, 2023 or (ii) the next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Company, unless the Company's Board of Directors determines otherwise prior to the cessation of such services.
PROCTER & GAMBLE Co
Report date October 13, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,897.4493 |
Reported balance
After 2026-10-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-13 · Grant · Acquired 1,438 · Balance 18,897.4493 F1: Restricted Stock Units awarded pursuant to The Procter & Gamble 2025 Stock and Incentive Compensation Plan. F2: Total includes grant of dividend equivalents in the form of Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units awarded pursuant to The Procter & Gamble 2025 Stock and Incentive Compensation Plan.
F2: Total includes grant of dividend equivalents in the form of Restricted Stock Units.
Salesforce, Inc.
Report date August 22, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,173 |
Reported balance
After 2026-08-22 transaction · row 1
1 source rowRow 1 · 2026-08-22 · Exercise / conversion · Acquired 441 · Balance 2,173 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-11-22 | Direct | 441 |
Reported balance
After 2026-08-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-22 · Exercise / conversion · Disposed 441 · Balance 441 F1: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2: These restricted stock units vest as to 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units convert to shares of common stock on a one-for-one basis.
F2: These restricted stock units vest as to 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026.
Walt Disney Co
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 17,761.3 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,005.7 · Balance 17,761.3 F1: Includes: (1) 301.9 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 703.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. |
| Disney Common StockSEC Table I · non-derivative | IndirectBy Trust | 120 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 120 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes: (1) 301.9 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 703.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the 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 |
|---|---|---|---|---|---|---|
| October 13, 2020 Filed Oct 14, 2020 18:52 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026897 · form4.xml · nonDerivative · entry 1 Chang Amy · CIK 0001551504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,391.581 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| October 08, 2019 Filed Oct 10, 2019 20:28 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-030373 · form4.xml · nonDerivative · entry 1 Chang Amy · CIK 0001551504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,857.048 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| October 09, 2018 Filed Oct 11, 2018 18:13 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-029968 · form4.xml · nonDerivative · entry 1 Chang Amy · CIK 0001551504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,086.054 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 Restricted Stock Units. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 14:58 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035009 · form4.xml · nonDerivative · entry 1 Chang Amy · CIK 0001551504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,905 F1 · price: Restricted Stock Units awarded pursuant to issuer's 2014 Stock and Incentive Compensation Plan. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 22:34 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 5,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-046091 · doc1.xml · nonDerivative · entry 1 Chang Amy · CIK 0001551504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,099 F1 · shares: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. F2 · balance_after: Includes 286 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:57 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 7,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-089691 · doc1.xml · nonDerivative · entry 1 Chang Amy · CIK 0001551504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,150 F1 · shares: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 22:59 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 1,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-083097 · doc1.xml · nonDerivative · entry 1 Chang Amy · CIK 0001551504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,024 F1 · shares: Represents a deferred restricted stock unit award covering shares which will fully vest upon Cisco's annual meeting of shareholders following the reporting person's appointment, and which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. 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.