Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | CSO; SVP, Strategy & Corp Dev | February 24, 2023 | March 01, 2023 |
| PROCTER & GAMBLE CoPG · Entity 2814 | Director | October 13, 2026 | October 14, 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.
BOEING CO
Report date February 24, 2023 · Filed March 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,244.702 |
Reported balance
After 2023-02-24 transaction · row 1
1 source rowRow 1 · 2023-02-24 · Tax withholding · Disposed 364 · Balance 48,244.702 F1: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 773.652 |
Reported balance
Holding disclosure · report date 2023-02-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 773.652 F2: Ownership in the issuer's 401(k) plan is represented by units in the issuer's common stock fund in the plan rather than shares of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction.
F2: Ownership in the issuer's 401(k) plan is represented by units in the issuer's common stock fund in the plan rather than shares of common stock.
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 | 12,697.6399 |
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 12,697.6399 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.
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 |
|---|---|---|---|---|---|---|
| May 02, 2017 Filed May 3, 2017 21:34 UTC | BOEING CO BA · Entity 2862 | SaleCommon Stock | 15,470 | $183.62 | $2,840,601.40 |
DisclosureSEC source: 0001225208-17-009083 · doc4.xml · nonDerivative · entry 3 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,470.82 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $183.41 to $183.81 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| May 02, 2017 Filed May 3, 2017 21:34 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon Stock | 3,140 | $75.40 | $236,740.30 |
DisclosureSEC source: 0001225208-17-009083 · doc4.xml · nonDerivative · entry 2 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,940.82 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 |
| May 02, 2017 Filed May 3, 2017 21:34 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon Stock | 6,881 | $75.97 | $522,715.17 |
DisclosureSEC source: 0001225208-17-009083 · doc4.xml · nonDerivative · entry 1 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,800.82 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 |
| March 03, 2017 Filed Mar 8, 2017 00:25 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 8.35 | $182.52 | $1,524.00 |
DisclosureSEC source: 0001225208-17-005815 · doc4.xml · nonDerivative · entry 1 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,919.82 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units and performance-based restricted stock units; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| February 27, 2017 Filed Mar 2, 2017 00:32 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 494.64 | $177.45 | $87,773.87 |
DisclosureSEC source: 0001225208-17-005141 · doc4.xml · nonDerivative · entry 3 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,879.04 F3 · shares: Shares withheld for payment of taxes on vesting of PBRSUs; not an open market transaction. Read SEC document |
| February 27, 2017 Filed Mar 2, 2017 00:32 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 1,491.64 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005141 · doc4.xml · nonDerivative · entry 2 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,373.68 F2 · shares: Represents shares earned in respect of performance-based restricted stock units (PBRSUs) awarded on February 24, 2014. The number of shares earned was determined based on the Company's total shareholder return over the three-year performance period relative to a group of peer companies. Read SEC document |
| February 27, 2017 Filed Mar 2, 2017 00:32 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 26,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005141 · doc4.xml · nonDerivative · entry 1 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,882.04 F1 · shares: Represents restricted stock units of which 14,074 units will vest on February 27, 2020 and 12,500 units will vest on February 27, 2021; units settle in shares of the Company's common stock on a one-for-one basis. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:57 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 415.67 | $177.45 | $73,760.64 |
DisclosureSEC source: 0001225208-17-005019 · doc4.xml · nonDerivative · entry 1 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,308.04 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 22:05 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 750.11 | $158.14 | $118,618.64 |
DisclosureSEC source: 0001225208-17-001372 · doc4.xml · nonDerivative · entry 1 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,723.71 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 04, 2016 Filed Mar 8, 2016 23:28 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 7.81 | $121.04 | $945.32 |
DisclosureSEC source: 0001225208-16-029450 · doc4.xml · nonDerivative · entry 1 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,301.02 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| February 25, 2016 Filed Feb 29, 2016 23:44 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 762.08 | $116.69 | $88,927.12 |
DisclosureSEC source: 0001225208-16-028590 · doc4.xml · nonDerivative · entry 1 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,244.79 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| February 22, 2016 Filed Feb 24, 2016 21:13 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 2,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-027888 · doc4.xml · nonDerivative · entry 1 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,006.87 F1 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 22, 2019. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 06, 2015 Filed Mar 10, 2015 21:58 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 6.37 | $153.92 | $980.47 |
DisclosureSEC source: 0001225208-15-007473 · doc4.xml · nonDerivative · entry 1 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,594.84 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| February 27, 2015 Filed Mar 3, 2015 22:10 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 647.73 | $151.17 | $97,917.34 |
DisclosureSEC source: 0001225208-15-006570 · doc4.xml · nonDerivative · entry 1 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,555.44 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| February 23, 2015 Filed Feb 25, 2015 21:29 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 1,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-005762 · doc4.xml · nonDerivative · entry 1 Allen Bertrand Marc · CIK 0001632131 · SVP, President, Boeing Int'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,203.17 F1 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 23, 2018. 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.