Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | September 30, 2026 | October 02, 2026 |
| PEPSICO INCPEP · Entity 2848 | Director · Chairman and CEO | March 01, 2026 | March 03, 2026 |
| VISA INC.V · Entity 495 | Director | January 28, 2025 | January 29, 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.
INTERNATIONAL BUSINESS MACHINES CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 869 |
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 415 · Balance 869 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
PEPSICO INC
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Direct | 521,645 |
Ending reported balance
After 2026-03-02 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-03-01 · Grant · Acquired 67,356 · Balance 536,566 F1: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2029 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 250% of the PSUs granted, depending on the performance level achieved. Row 2 · 2026-03-01 · Grant · Acquired 44,904 · Balance 581,470 F2: This number represents the restricted stock units ("RSUs") granted as a portion of the reporting person's compensation from PepsiCo. These RSUs vest ratably over a three-year vesting period beginning on the first anniversary of the grant date contingent upon the reporting person's satisfaction of conditions in the applicable award agreement. RSUs are calculated on a one-for-one share basis. Row 3 · 2026-03-01 · Disposition to issuer · Disposed 6,940 · Balance 574,530 F3: This number represents the PSUs granted in March 2023 that were canceled at the end of the performance period because the applicable performance targets were not met. Row 4 · 2026-03-01 · Tax withholding · Disposed 24,940 · Balance 549,590 F4: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Row 5 · 2026-03-02 · Sale · Disposed 27,945 · Balance 521,645 F5: The shares with respect to this transaction were sold at prices ranging from $167.3300 to $167.5000. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2029 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 250% of the PSUs granted, depending on the performance level achieved.
F2: This number represents the restricted stock units ("RSUs") granted as a portion of the reporting person's compensation from PepsiCo. These RSUs vest ratably over a three-year vesting period beginning on the first anniversary of the grant date contingent upon the reporting person's satisfaction of conditions in the applicable award agreement. RSUs are calculated on a one-for-one share basis.
F3: This number represents the PSUs granted in March 2023 that were canceled at the end of the performance period because the applicable performance targets were not met.
F4: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs.
F5: The shares with respect to this transaction were sold at prices ranging from $167.3300 to $167.5000. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price.
VISA INC.
Report date January 28, 2025 · Filed January 29, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,409 |
Reported balance
After 2025-01-28 transaction · row 1
1 source rowRow 1 · 2025-01-28 · Grant · Acquired 777 · Balance 6,409 |
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 00:31 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 415 | $219.93 Strike: $0.00 | $91,270.95 |
DisclosureSEC source: 0001630253-26-000005 · primarydocument.xml · derivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 869 Underlying: Common Stock · 415 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:13 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 325 | $281.21 Strike: $0.00 | $91,393.25 |
DisclosureSEC source: 0001630253-26-000004 · primarydocument.xml · derivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451 Underlying: Common Stock · 325 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 21:11 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 126 | $242.39 Strike: $0.00 | $30,541.14 |
DisclosureSEC source: 0001630253-26-000003 · primarydocument.xml · derivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126 Underlying: Common Stock · 126 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:20 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 27,945 | $167.39 | $4,677,610.15 |
DisclosureSEC source: 0001630253-26-000001 · wk-form4_1772572829.xml · nonDerivative · entry 5 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 521,645 F5 · price: The shares with respect to this transaction were sold at prices ranging from $167.3300 to $167.5000. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:20 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 24,940 | $169.05 | $4,216,107.00 |
DisclosureSEC source: 0001630253-26-000001 · wk-form4_1772572829.xml · nonDerivative · entry 4 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 549,590 F4 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:20 UTC | PEPSICO INC PEP · Entity 2848 | Disposition to issuerPepsiCo, Inc. Common Stock | 6,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001630253-26-000001 · wk-form4_1772572829.xml · nonDerivative · entry 3 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 574,530 F3 · shares: This number represents the PSUs granted in March 2023 that were canceled at the end of the performance period because the applicable performance targets were not met. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:20 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 44,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001630253-26-000001 · wk-form4_1772572829.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 581,470 F2 · shares: This number represents the restricted stock units ("RSUs") granted as a portion of the reporting person's compensation from PepsiCo. These RSUs vest ratably over a three-year vesting period beginning on the first anniversary of the grant date contingent upon the reporting person's satisfaction of conditions in the applicable award agreement. RSUs are calculated on a one-for-one share basis. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:20 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 67,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001630253-26-000001 · wk-form4_1772572829.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 536,566 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2029 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 250% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:04 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 50,000 | $154.90 | $7,744,890.00 |
DisclosureSEC source: 0001628280-25-009799 · wk-form4_1741122266.xml · nonDerivative · entry 4 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 469,210 F4 · price: The shares with respect to this transaction were sold at prices ranging from $154.7500 to $155.2450. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:04 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 55,326 | $153.73 | $8,504,989.35 |
DisclosureSEC source: 0001628280-25-009799 · wk-form4_1741122266.xml · nonDerivative · entry 3 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519,210 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:04 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 57,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009799 · wk-form4_1741122266.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 574,536 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PSUs granted in March 2022, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:04 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 75,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009799 · wk-form4_1741122266.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 516,837 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2028 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| January 28, 2025 Filed Jan 29, 2025 22:26 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 777 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002321 · form4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,409 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:11 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 64,290 | $164.13 | $10,551,596.25 |
DisclosureSEC source: 0001628280-24-008897 · wk-form4_1709673082.xml · nonDerivative · entry 3 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 441,715 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:11 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 66,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008897 · wk-form4_1709673082.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 506,005 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PSUs granted in March 2021, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:11 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 67,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008897 · wk-form4_1709673082.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 439,376 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2027 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| January 23, 2024 Filed Jan 24, 2024 23:18 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 958 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002062 · form4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,632 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:08 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 59,811 | $170.79 | $10,215,120.69 |
DisclosureSEC source: 0001209191-23-015706 · doc4.xml · nonDerivative · entry 3 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,371 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:08 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 61,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015706 · doc4.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,182 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PSUs granted in March 2020, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:08 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 59,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015706 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,582 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2026 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 23:58 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002380 · form4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,674 Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 20:34 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 5,900 | $173.09 | $1,021,235.72 |
DisclosureSEC source: 0001209191-22-054510 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,757 F1 · price: The shares with respect to this transaction were sold at prices ranging from $173.0800 and $173.1200. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:36 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 35,796 | $162.85 | $5,829,378.60 |
DisclosureSEC source: 0001209191-22-015913 · doc4.xml · nonDerivative · entry 3 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,657 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:36 UTC | PEPSICO INC PEP · Entity 2848 | Disposition to issuerPepsiCo, Inc. Common Stock | 7,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015913 · doc4.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,453 F2 · shares: This number represents the PSUs granted in March 2019 that were canceled at the end of the performance period because the applicable performance targets were not met. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:36 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 57,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015913 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,565 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2025 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| January 25, 2022 Filed Jan 28, 2022 01:11 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002326 · form4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,624 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:05 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 5,959 | $131.16 | $781,552.65 |
DisclosureSEC source: 0001209191-21-016999 · doc4.xml · nonDerivative · entry 3 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,866 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:05 UTC | PEPSICO INC PEP · Entity 2848 | Disposition to issuerPepsiCo, Inc. Common Stock | 27,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016999 · doc4.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,825 F2 · shares: This number represents the PSUs granted in March 2018 that were canceled at the end of the performance period because the applicable performance targets were not met. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:05 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 66,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016999 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,492 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2024 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| January 26, 2021 Filed Jan 27, 2021 23:16 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 1,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002757 · form4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,510 Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 20:16 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,941 | $0.00 Strike: $63.75 | $0.00 |
DisclosureSEC source: 0001209191-20-043189 · doc4.xml · derivative · entry 3 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PepsiCo, Inc. Common Stock · 16,941 shares Expires 2021-02-28 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 |
| July 17, 2020 Filed Jul 21, 2020 20:16 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 13,109 | $134.86 | $1,767,882.36 |
DisclosureSEC source: 0001209191-20-043189 · doc4.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,863 F1 · price: The shares with respect to this transaction were sold at prices ranging from $134.8500 to $134.8829, a portion of which were sold to cover option costs, taxes and broker commissions. The net shares continue to be held in furtherance of PepsiCo's Stock Ownership Guidelines. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 20:16 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionPepsiCo, Inc. Common Stock | 16,941 | $63.75 | $1,079,988.75 |
DisclosureSEC source: 0001209191-20-043189 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,972 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 01, 2020 Filed Mar 3, 2020 21:37 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 7,800 | $131.05 | $1,022,190.00 |
DisclosureSEC source: 0001209191-20-015229 · doc4.xml · nonDerivative · entry 3 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,031 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:37 UTC | PEPSICO INC PEP · Entity 2848 | Disposition to issuerPepsiCo, Inc. Common Stock | 5,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015229 · doc4.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,831 F2 · shares: This number represents the PSUs granted in March 2017 that were canceled at the end of the performance period because the applicable performance targets were not met. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:37 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 61,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015229 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,563 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2023 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| January 28, 2020 Filed Jan 29, 2020 21:37 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 1,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002641 · form4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,446 Read SEC document |
| December 15, 2019 Filed Dec 17, 2019 23:28 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035265 · form4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386 Read SEC document |
| May 16, 2019 Filed May 20, 2019 21:50 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 19,066 | $0.00 Strike: $66.50 | $0.00 |
DisclosureSEC source: 0001209191-19-031498 · doc4.xml · derivative · entry 3 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PepsiCo, Inc. Common Stock · 19,066 shares Expires 2020-04-11 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 16, 2019 Filed May 20, 2019 21:50 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 15,431 | $129.43 | $1,997,246.67 |
DisclosureSEC source: 0001209191-19-031498 · doc4.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,963 F1 · price: The shares with respect to this transaction were sold at prices ranging from $129.3923 and $129.4500, a portion of which were sold to cover option costs, taxes and broker commissions. The net shares continue to be held in furtherance of PepsiCo's Stock Ownership Guidelines. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 16, 2019 Filed May 20, 2019 21:50 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionPepsiCo, Inc. Common Stock | 19,066 | $66.50 | $1,267,889.00 |
DisclosureSEC source: 0001209191-19-031498 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,394 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 01, 2019 Filed Mar 5, 2019 21:52 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 16,851 | $115.80 | $1,951,345.80 |
DisclosureSEC source: 0001209191-19-016643 · doc4.xml · nonDerivative · entry 3 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,328 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:52 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 15,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016643 · doc4.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,179 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PSUs granted in March 2016, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:52 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 56,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016643 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,671 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2022 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 175% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| October 09, 2018 Filed Oct 11, 2018 20:55 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 743 | $0.00 Strike: $53.00 | $0.00 |
DisclosureSEC source: 0001209191-18-054798 · doc4.xml · derivative · entry 2 Laguarta Ramon · CIK 0001630253 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PepsiCo, Inc. Common Stock · 743 shares Expires 2019-01-31 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 |
| October 09, 2018 Filed Oct 11, 2018 20:55 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionPepsiCo, Inc. Common Stock | 743 | $53.00 | $39,379.00 |
DisclosureSEC source: 0001209191-18-054798 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,774 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 01, 2018 Filed Mar 5, 2018 22:53 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 8,414 | $108.56 | $913,428.05 |
DisclosureSEC source: 0001209191-18-016763 · doc4.xml · nonDerivative · entry 4 Laguarta Ramon · CIK 0001630253 · President, PepsiCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,031 F4 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PEPunits. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:53 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 1,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016763 · doc4.xml · nonDerivative · entry 3 Laguarta Ramon · CIK 0001630253 · President, PepsiCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,445 F3 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PepsiCo Equity Performance Units ("PEPunits") granted in March 2015, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:53 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 36,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016763 · doc4.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · President, PepsiCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,510 F2 · shares: This number represents PSUs granted to the reporting person by PepsiCo, Inc. These PSUs will become vested on March 1, 2022 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 125% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:53 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 28,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016763 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · President, PepsiCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,728 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2021 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 175% of the PSUs granted, depending on the performance level achieved. 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.