Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Philip Morris International Inc.PM · Entity 2818 | Director | May 08, 2024 | May 10, 2024 |
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.
Philip Morris International Inc.
Report date May 08, 2024 · Filed May 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,812 |
Reported balance
After 2024-05-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-08 · Grant · Acquired 1,789 · Balance 7,812 F1: Shares awarded under the Philip Morris International Inc. 2017 Stock Compensation Plan for Non-Employee Directors. F2: The average of the high and low price of Philip Morris International Inc. common stock on May 8, 2024. F3: Includes 1,789 deferred shares held in the Philip Morris International Inc. 2017 Stock Compensation Plan for Non-Employee Directors. This is an increase of 2,108 shares, reflecting the total of the 2024 stock award and 319 shares acquired through the reinvestment of dividends since May 3, 2023, the date of the last reportable transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares awarded under the Philip Morris International Inc. 2017 Stock Compensation Plan for Non-Employee Directors.
F2: The average of the high and low price of Philip Morris International Inc. common stock on May 8, 2024.
F3: Includes 1,789 deferred shares held in the Philip Morris International Inc. 2017 Stock Compensation Plan for Non-Employee Directors. This is an increase of 2,108 shares, reflecting the total of the 2024 stock award and 319 shares acquired through the reinvestment of dividends since May 3, 2023, the date of the last reportable transaction.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TortoiseEcofin Acquisition Corp. III
Report date July 16, 2023 · Filed July 18, 2023
Section 16 reporting ended · disclosed 2023-07-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-07-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-07-16 · Other · Disposed 40,000 · Balance 0 F1: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to Mr. Daboub's service on the Issuer's Board of Directors. F2: In connection with Mr. Daboub's resignation from the Issuer's Board of Directors, 40,000 Class B Ordinary Shares were forfeited to the Issuer by Mr. Daboub. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to Mr. Daboub's service on the Issuer's Board of Directors.
F2: In connection with Mr. Daboub's resignation from the Issuer's Board of Directors, 40,000 Class B Ordinary Shares were forfeited to the Issuer by Mr. Daboub.
Volta Inc.
Report date August 26, 2021 · Filed August 30, 2021
Section 16 reporting ended · disclosed 2021-08-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 35,000 |
Reported balance
After 2021-08-26 transaction · row 1
1 source rowRow 1 · 2021-08-26 · Conversion · Acquired 35,000 · Balance 35,000 F1: The Class B Ordinary Shares are automatically convertible into shares of Class A Common Stock at the time of Tortoise Acquisition Corp. II's ("TortoiseCorp II") initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. In connection with the domestication of TortoiseCorp II and the closing of the business combination among TortoiseCorp II, SNPR Merger Sub I, Inc., SNPR Merger Sub II, LLC and Volta Industries, Inc. on August 26, 2021, the Reporting Person's Class B Ordinary Shares automatically converted into shares of TortoiseCorp II's Class A Common Stock on a one-for-one basis. Upon consummation of the business combination, TortoiseCorp II changed its name to "Volta Inc." |
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-08-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-08-26 · Conversion · Disposed 35,000 · Balance 0 F1: The Class B Ordinary Shares are automatically convertible into shares of Class A Common Stock at the time of Tortoise Acquisition Corp. II's ("TortoiseCorp II") initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. In connection with the domestication of TortoiseCorp II and the closing of the business combination among TortoiseCorp II, SNPR Merger Sub I, Inc., SNPR Merger Sub II, LLC and Volta Industries, Inc. on August 26, 2021, the Reporting Person's Class B Ordinary Shares automatically converted into shares of TortoiseCorp II's Class A Common Stock on a one-for-one basis. Upon consummation of the business combination, TortoiseCorp II changed its name to "Volta Inc." |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B Ordinary Shares are automatically convertible into shares of Class A Common Stock at the time of Tortoise Acquisition Corp. II's ("TortoiseCorp II") initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. In connection with the domestication of TortoiseCorp II and the closing of the business combination among TortoiseCorp II, SNPR Merger Sub I, Inc., SNPR Merger Sub II, LLC and Volta Industries, Inc. on August 26, 2021, the Reporting Person's Class B Ordinary Shares automatically converted into shares of TortoiseCorp II's Class A Common Stock on a one-for-one basis. Upon consummation of the business combination, TortoiseCorp II changed its name to "Volta Inc."
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 08, 2024 Filed May 10, 2024 20:29 UTC | Philip Morris International Inc. PM · Entity 2818 | GrantCommon Stock | 1,789 | $97.84 | $175,035.76 |
DisclosureSEC source: 0001413329-24-000114 · wk-form4_1715372937.xml · nonDerivative · entry 1 Daboub Juan J. · CIK 0001823638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,812 F1 · shares: Shares awarded under the Philip Morris International Inc. 2017 Stock Compensation Plan for Non-Employee Directors. F2 · price: The average of the high and low price of Philip Morris International Inc. common stock on May 8, 2024. F3 · balance_after: Includes 1,789 deferred shares held in the Philip Morris International Inc. 2017 Stock Compensation Plan for Non-Employee Directors. This is an increase of 2,108 shares, reflecting the total of the 2024 stock award and 319 shares acquired through the reinvestment of dividends since May 3, 2023, the date of the last reportable transaction. Read SEC document |
| July 16, 2023 Filed Jul 18, 2023 18:37 UTC | TortoiseEcofin Acquisition Corp. III TRTL · Entity 109785 | OtherClass B Ordinary Shares · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-057955 · ownership.xml · derivative · entry 1 Daboub Juan J. · CIK 0001823638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to Mr. Daboub's service on the Issuer's Board of Directors. F2 · kind: In connection with Mr. Daboub's resignation from the Issuer's Board of Directors, 40,000 Class B Ordinary Shares were forfeited to the Issuer by Mr. Daboub. F1 · derivative.exercise_date: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to Mr. Daboub's service on the Issuer's Board of Directors. F1 · derivative.expiration_date: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to Mr. Daboub's service on the Issuer's Board of Directors. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:01 UTC | Philip Morris International Inc. PM · Entity 2818 | GrantCommon Stock | 1,812 | $96.58 | $175,002.96 |
DisclosureSEC source: 0001413329-23-000138 · wf-form4_168332405329982.xml · nonDerivative · entry 1 Daboub Juan J. · CIK 0001823638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,704 F1 · shares: Shares awarded under the Philip Morris International Inc. 2017 Stock Compensation Plan for Non-Employee Directors. F2 · price: The average of the high and low price of Philip Morris International Inc. common stock on May 3, 2023. F3 · balance_after: This is an increase of 2,013 shares, reflecting the total of the 2023 stock award and 201 shares acquired through the reinvestment of dividends since May 4, 2022, the date of the last reportable transaction. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:40 UTC | Philip Morris International Inc. PM · Entity 2818 | GrantCommon Stock | 1,759 | $99.53 | $175,073.27 |
DisclosureSEC source: 0001182489-22-000034 · edgar.xml · nonDerivative · entry 1 Daboub Juan J. · CIK 0001823638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,691 F1 · shares: Shares awarded under the Philip Morris International Inc. 2017 Stock Compensation Plan for Non-Employee Directors. F2 · price: The average of the high and low price of Philip Morris International Inc. common stock on May 4, 2022. F3 · balance_after: This is an increase of 1,852 shares, reflecting the 2022 stock award and 93 shares acquired through the reinvestment of dividends since May 5, 2021, the date of the last reportable transaction. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 18:49 UTC | Volta Inc. VLTA · Entity 114899 | ConversionClass B Ordinary Shares · Derivative | 35,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-045704 · ownership.xml · derivative · entry 2 Daboub Juan J. · CIK 0001823638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 35,000 shares Expires not disclosed 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. F1 · derivative.exercise_price: The Class B Ordinary Shares are automatically convertible into shares of Class A Common Stock at the time of Tortoise Acquisition Corp. II's ("TortoiseCorp II") initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. In connection with the domestication of TortoiseCorp II and the closing of the business combination among TortoiseCorp II, SNPR Merger Sub I, Inc., SNPR Merger Sub II, LLC and Volta Industries, Inc. on August 26, 2021, the Reporting Person's Class B Ordinary Shares automatically converted into shares of TortoiseCorp II's Class A Common Stock on a one-for-one basis. Upon consummation of the business combination, TortoiseCorp II changed its name to "Volta Inc." F1 · price: The Class B Ordinary Shares are automatically convertible into shares of Class A Common Stock at the time of Tortoise Acquisition Corp. II's ("TortoiseCorp II") initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. In connection with the domestication of TortoiseCorp II and the closing of the business combination among TortoiseCorp II, SNPR Merger Sub I, Inc., SNPR Merger Sub II, LLC and Volta Industries, Inc. on August 26, 2021, the Reporting Person's Class B Ordinary Shares automatically converted into shares of TortoiseCorp II's Class A Common Stock on a one-for-one basis. Upon consummation of the business combination, TortoiseCorp II changed its name to "Volta Inc." F1 · derivative.exercise_date: The Class B Ordinary Shares are automatically convertible into shares of Class A Common Stock at the time of Tortoise Acquisition Corp. II's ("TortoiseCorp II") initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. In connection with the domestication of TortoiseCorp II and the closing of the business combination among TortoiseCorp II, SNPR Merger Sub I, Inc., SNPR Merger Sub II, LLC and Volta Industries, Inc. on August 26, 2021, the Reporting Person's Class B Ordinary Shares automatically converted into shares of TortoiseCorp II's Class A Common Stock on a one-for-one basis. Upon consummation of the business combination, TortoiseCorp II changed its name to "Volta Inc." F1 · derivative.expiration_date: The Class B Ordinary Shares are automatically convertible into shares of Class A Common Stock at the time of Tortoise Acquisition Corp. II's ("TortoiseCorp II") initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. In connection with the domestication of TortoiseCorp II and the closing of the business combination among TortoiseCorp II, SNPR Merger Sub I, Inc., SNPR Merger Sub II, LLC and Volta Industries, Inc. on August 26, 2021, the Reporting Person's Class B Ordinary Shares automatically converted into shares of TortoiseCorp II's Class A Common Stock on a one-for-one basis. Upon consummation of the business combination, TortoiseCorp II changed its name to "Volta Inc." Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 18:49 UTC | Volta Inc. VLTA · Entity 114899 | ConversionClass A Common Stock | 35,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-045704 · ownership.xml · nonDerivative · entry 1 Daboub Juan J. · CIK 0001823638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 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. F1 · price: The Class B Ordinary Shares are automatically convertible into shares of Class A Common Stock at the time of Tortoise Acquisition Corp. II's ("TortoiseCorp II") initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. In connection with the domestication of TortoiseCorp II and the closing of the business combination among TortoiseCorp II, SNPR Merger Sub I, Inc., SNPR Merger Sub II, LLC and Volta Industries, Inc. on August 26, 2021, the Reporting Person's Class B Ordinary Shares automatically converted into shares of TortoiseCorp II's Class A Common Stock on a one-for-one basis. Upon consummation of the business combination, TortoiseCorp II changed its name to "Volta Inc." Read SEC document |
| July 19, 2021 Filed Jul 21, 2021 16:17 UTC | TortoiseEcofin Acquisition Corp. III TRTL · Entity 109785 | OtherClass B Ordinary Shares · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-037914 · ownership.xml · derivative · entry 1 Daboub Juan J. · CIK 0001823638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Ordinary Shares · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to Mr. Daboub's service on the Issuer's Board of Directors. F2 · kind: In connection with the Issuer's initial public offering and Mr. Daboub's appointment to the Issuer's Board of Directors, the Issuer issued 40,000 Class B Ordinary Shares to Mr. Daboub. F1 · derivative.exercise_date: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to Mr. Daboub's service on the Issuer's Board of Directors. F1 · derivative.expiration_date: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to Mr. Daboub's service on the Issuer's Board of Directors. Read SEC document |
| May 05, 2021 Filed May 7, 2021 20:19 UTC | Philip Morris International Inc. PM · Entity 2818 | GrantCommon Stock | 1,839 | $95.18 | $175,026.83 |
DisclosureSEC source: 0001182489-21-000094 · edgar.xml · nonDerivative · entry 1 Daboub Juan J. · CIK 0001823638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,839 F1 · shares: Shares awarded under the Philip Morris International Inc. 2017 Stock Compensation Plan for Non-Employee Directors. F2 · price: The average of the high and low price of Philip Morris International Inc. common stock on May 5, 2021. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 16:21 UTC | Volta Inc. SNPR · Entity 114899 | OtherClass B Ordinary Shares · Derivative | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-026449 · ownership.xml · derivative · entry 1 Daboub Juan J. · CIK 0001823638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Class A Ordinary Shares · 35,000 shares Expires not disclosed F1 · derivative.exercise_price: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to Mr. Daboub's service on the Issuer's Board of Directors. F2 · kind: In connection with the Issuer's initial public offering and Mr. Daboub's appointment to the Issuer's Board of Directors, Tortoise Sponsor II LLC transferred 35,000 Class B Ordinary Shares to Mr. Daboub. F1 · derivative.exercise_date: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to Mr. Daboub's service on the Issuer's Board of Directors. F1 · derivative.expiration_date: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to Mr. Daboub's service on the Issuer's Board of Directors. 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.