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 |
|---|---|---|---|---|---|---|
| October 10, 2017 Filed Oct 12, 2017 21:04 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 21,449 | $110.51 | $2,370,262.50 |
DisclosureSEC source: 0001209191-17-056745 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · President, PepsiCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,280 F1 · price: The shares with respect to this transaction were sold at prices ranging from $110.50 and $110.55. 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 |
| September 20, 2017 Filed Sep 22, 2017 21:57 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 16,674 | $113.69 | $1,895,708.75 |
DisclosureSEC source: 0001209191-17-053768 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · President, PepsiCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,729 F1 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:35 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 6,100 | $109.75 | $669,444.50 |
DisclosureSEC source: 0001209191-17-017819 · doc4.xml · nonDerivative · entry 3 Laguarta Ramon · CIK 0001630253 · CEO, ESSA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,403 F3 · 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, 2017 Filed Mar 3, 2017 22:35 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 3,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017819 · doc4.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · CEO, ESSA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,503 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PepsiCo Equity Performance Units ("PEPunits") granted in March 2014, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:35 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 23,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017819 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · CEO, ESSA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,595 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, 2020 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 |
| February 28, 2017 Filed Mar 1, 2017 22:12 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,755 | $0.00 Strike: $68.75 | $0.00 |
DisclosureSEC source: 0001209191-17-015987 · doc4.xml · derivative · entry 5 Laguarta Ramon · CIK 0001630253 · CEO, ESSA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PepsiCo, Inc. Common Stock · 10,755 shares Expires 2018-01-31 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 |
| February 28, 2017 Filed Mar 1, 2017 22:12 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,830 | $0.00 Strike: $53.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015987 · doc4.xml · derivative · entry 4 Laguarta Ramon · CIK 0001630253 · CEO, ESSA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PepsiCo, Inc. Common Stock · 2,830 shares Expires 2018-01-31 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 |
| February 28, 2017 Filed Mar 1, 2017 22:12 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 23,585 | $109.05 | $2,571,944.25 |
DisclosureSEC source: 0001209191-17-015987 · doc4.xml · nonDerivative · entry 3 Laguarta Ramon · CIK 0001630253 · CEO, ESSA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,104 F1 · price: A portion of these shares were sold to cover option costs, taxes and broker commissions. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 22:12 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionPepsiCo, Inc. Common Stock | 2,830 | $53.00 | $149,990.00 |
DisclosureSEC source: 0001209191-17-015987 · doc4.xml · nonDerivative · entry 2 Laguarta Ramon · CIK 0001630253 · CEO, ESSA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,689 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 |
| February 28, 2017 Filed Mar 1, 2017 22:12 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionPepsiCo, Inc. Common Stock | 10,755 | $68.75 | $739,406.25 |
DisclosureSEC source: 0001209191-17-015987 · doc4.xml · nonDerivative · entry 1 Laguarta Ramon · CIK 0001630253 · CEO, ESSA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,859 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.