Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Director | January 19, 2010 | January 21, 2010 |
| Graham Holdings CoGHC · Entity 3951 | Director | October 01, 2026 | October 03, 2026 |
| JOHNSON & JOHNSONJNJ · Entity 2722 | Director | April 25, 2024 | April 29, 2024 |
| LPL Financial Holdings Inc.LPLA · Entity 3160 | Director | May 15, 2026 | May 19, 2026 |
| TARGET CORPTGT · Entity 2967 | Director | January 11, 2017 | January 13, 2017 |
| WILLIAMS SONOMA INCWSM · Entity 3176 | Director | May 31, 2022 | June 02, 2022 |
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.
CITIGROUP INC
Report date January 19, 2010 · Filed January 21, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,867 |
Reported balance
After 2010-01-19 transaction · row 1
1 source rowRow 1 · 2010-01-19 · Grant · Acquired 42,662.1 · Balance 80,867 F1: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 14,802.6 |
Reported balance
Holding disclosure · report date 2010-01-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,802.6 F2: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. F3: Reflects 3,096.5 shares of deferred common stock which vested on 1/20/2009 and were transferred to the Reporting Person's account in the Issuer's Compensation Plan for Non-Employee Directors in accordance with the terms of the Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 58.7 |
Reported balance
Holding disclosure · report date 2010-01-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 58.7 |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors.
F2: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors.
F3: Reflects 3,096.5 shares of deferred common stock which vested on 1/20/2009 and were transferred to the Reporting Person's account in the Issuer's Compensation Plan for Non-Employee Directors in accordance with the terms of the Plan.
Graham Holdings Co
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 779 |
Reported balance
After 2026-10-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 21 · Balance 779 F1: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash.
JOHNSON & JOHNSON
Report date April 25, 2024 · Filed April 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 21,470.618 |
Reported balance
After 2024-04-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-04-25 · Grant · Acquired 1,385.697 · Balance 21,470.618 F1: Grant of Deferred Share Units (DSU) acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each DSU representing the fair market value of one share of Common Stock on the settlement date). F2: Includes dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the Reporting Person on DSUs held by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Deferred Share Units (DSU) acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each DSU representing the fair market value of one share of Common Stock on the settlement date).
F2: Includes dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the Reporting Person on DSUs held by the Reporting Person.
LPL Financial Holdings Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,431 |
Ending reported balance
After 2026-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-15 · Grant · Acquired 712 · Balance 37,083 F1: These shares represent restricted stock that was granted under the Issuer's 2021 Omnibus Equity Incentive Plan (the "2021 Plan") pursuant to the Issuer's Non-Employee Director Compensation Policy (the "Policy"). This restricted stock is scheduled to vest in full on May 20, 2027. Row 2 · 2026-05-15 · Grant · Acquired 348 · Balance 37,431 F2: The reporting person elected to receive these shares, which were granted under the 2021 Plan, in lieu of the cash portion of the annual retainer under the Policy. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock that was granted under the Issuer's 2021 Omnibus Equity Incentive Plan (the "2021 Plan") pursuant to the Issuer's Non-Employee Director Compensation Policy (the "Policy"). This restricted stock is scheduled to vest in full on May 20, 2027.
F2: The reporting person elected to receive these shares, which were granted under the 2021 Plan, in lieu of the cash portion of the annual retainer under the Policy.
TARGET CORP
Report date January 11, 2017 · Filed January 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,950 |
Reported balance
After 2017-01-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-01-11 · Grant · Acquired 2,377 · Balance 39,950 F1: Award of restricted stock units pursuant to the Amended and Restated Target Corporation 2011 Long-Term Incentive Plan. F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units pursuant to the Amended and Restated Target Corporation 2011 Long-Term Incentive Plan.
F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.
WILLIAMS SONOMA INC
Report date May 31, 2022 · Filed June 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,972 |
Ending reported balance
After 2022-06-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-05-31 · Exercise / conversion · Acquired 1,045 · Balance 7,910 Row 2 · 2022-06-01 · Grant · Acquired 62 · Balance 7,972 F1: The reporting person elected to receive these fully vested shares, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-31 · Exercise / conversion · Disposed 1,045 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3: The restricted stock units fully vested on May 31, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected to receive these fully vested shares, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy.
F2: Each restricted stock unit represents a contingent right to receive one share of WSM common stock.
F3: The restricted stock units fully vested on May 31, 2022.
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 01, 2026 Filed Oct 3, 2026 00:24 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 21 | $1,139.10 | $23,921.10 |
DisclosureSEC source: 0001628280-26-064550 · wk-form4_1790972673.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 779 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:57 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 21 | $1,161.11 | $24,383.31 |
DisclosureSEC source: 0001628280-26-047321 · wk-form4_1783371476.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 758 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:24 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036479 · wk-form4_1779222249.xml · nonDerivative · entry 2 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,431 F2 · shares: The reporting person elected to receive these shares, which were granted under the 2021 Plan, in lieu of the cash portion of the annual retainer under the Policy. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:24 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036479 · wk-form4_1779222249.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,083 F1 · shares: These shares represent restricted stock that was granted under the Issuer's 2021 Omnibus Equity Incentive Plan (the "2021 Plan") pursuant to the Issuer's Non-Employee Director Compensation Policy (the "Policy"). This restricted stock is scheduled to vest in full on May 20, 2027. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:18 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 23 | $1,061.70 | $24,419.10 |
DisclosureSEC source: 0001628280-26-023187 · wk-form4_1775161103.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 737 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 21:22 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 22 | $1,091.18 | $24,005.96 |
DisclosureSEC source: 0001628280-26-000458 · wk-form4_1767648120.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 714 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 20:26 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 21 | $1,165.25 | $24,470.25 |
DisclosureSEC source: 0001628280-25-043734 · wk-form4_1759436798.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 692 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 17:42 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 26 | $954.49 | $24,816.74 |
DisclosureSEC source: 0000104889-25-000059 · wk-form4_1751478144.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 671 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| May 23, 2025 Filed May 28, 2025 20:47 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-25-000080 · wk-form4_1748465225.xml · nonDerivative · entry 2 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,371 F2 · shares: The reporting person elected to receive these shares, which were granted under the 2021 Plan, in lieu of the cash portion of the annual retainer under the Policy. Read SEC document |
| May 23, 2025 Filed May 28, 2025 20:47 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-25-000080 · wk-form4_1748465225.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,063 F1 · shares: These shares represent restricted stock that was granted under the Issuer's 2021 Omnibus Equity Incentive Plan (the "2021 Plan") pursuant to the Issuer's Non-Employee Director Compensation Policy (the "Policy"). This restricted stock is scheduled to vest in full on May 13, 2026. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:20 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 25 | $970.97 | $24,274.25 |
DisclosureSEC source: 0000104889-25-000027 · wk-form4_1743711607.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 645 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 17:08 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 28 | $871.87 | $24,412.36 |
DisclosureSEC source: 0000104889-25-000003 · wk-form4_1736183316.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 620 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 20:23 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 30 | $806.69 | $24,200.70 |
DisclosureSEC source: 0000104889-24-000054 · wk-form4_1727900580.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 592 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:13 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 35 | $695.03 | $24,326.05 |
DisclosureSEC source: 0000104889-24-000036 · wk-form4_1719936800.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 562 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| May 28, 2024 Filed May 29, 2024 20:15 UTC | Graham Holdings Co GHC · Entity 3951 | PurchaseClass B Common Stock | 135 | $745.07 | $100,584.45 |
DisclosureSEC source: 0000104889-24-000024 · wk-form4_1717013714.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trutst Disclosed balance after: 662 Read SEC document |
| May 10, 2024 Filed May 14, 2024 20:40 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 378 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-24-000069 · wk-form4_1715719217.xml · nonDerivative · entry 2 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,461 F2 · shares: The reporting person elected to receive these shares, which were granted under the 2021 Plan, in lieu of the cash portion of the annual retainer under the Policy. Read SEC document |
| May 10, 2024 Filed May 14, 2024 20:40 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 699 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-24-000069 · wk-form4_1715719217.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,083 F1 · shares: These shares represent restricted stock that was granted under the Issuer's 2021 Omnibus Equity Incentive Plan (the "2021 Plan") pursuant to the Issuer's Non-Employee Director Compensation Policy (the "Policy"). This restricted stock is scheduled to vest in full on May 21, 2025. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 21:06 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 1,385.697 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005332 · doc4.xml · derivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,470.618 Underlying: Common Stock · 1,385.697 shares Expires not disclosed F1 · derivative.exercise_price: Grant of Deferred Share Units (DSU) acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each DSU representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: Grant of Deferred Share Units (DSU) acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each DSU representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: Grant of Deferred Share Units (DSU) acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each DSU representing the fair market value of one share of Common Stock on the settlement date). F2 · balance_after: Includes dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the Reporting Person on DSUs held by the Reporting Person. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 18:32 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 32 | $761.13 | $24,356.16 |
DisclosureSEC source: 0001628280-24-014299 · wk-form4_1712082755.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trutst Disclosed balance after: 527 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 21:19 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 35 | $696.72 | $24,385.20 |
DisclosureSEC source: 0000104889-24-000003 · wk-form4_1704316781.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trutst Disclosed balance after: 495 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:27 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 42 | $581.52 | $24,423.84 |
DisclosureSEC source: 0000104889-23-000059 · wk-form4_1696364860.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trutst Disclosed balance after: 460 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 14:57 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 43 | $571.58 | $24,577.94 |
DisclosureSEC source: 0000104889-23-000043 · wk-form4_1688655411.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trutst Disclosed balance after: 418 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| May 12, 2023 Filed May 16, 2023 20:05 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 506 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000090 · wf-form4_168426753591732.xml · nonDerivative · entry 2 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,384 F2 · shares: The reporting person elected to receive these shares, which were granted under the 2021 Plan, in lieu of the cash portion of the annual retainer under the Policy. Read SEC document |
| May 12, 2023 Filed May 16, 2023 20:05 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000090 · wf-form4_168426753591732.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,878 F1 · shares: These shares represent restricted stock that was granted under the Issuer's 2021 Omnibus Equity Incentive Plan (the "2021 Plan") pursuant to the Issuer's Non-Employee Director Compensation Policy (the"Policy"). This restricted stock is scheduled to vest in full on May 8, 2024. Read SEC document |
| April 27, 2023 Filed May 2, 2023 21:21 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 1,193.975 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005255 · doc4.xml · derivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,493.757 Underlying: Common Stock · 1,193.975 shares Expires not disclosed F1 · derivative.exercise_price: Grant of Deferred Share Units (DSU) acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each DSU representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: Grant of Deferred Share Units (DSU) acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each DSU representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: Grant of Deferred Share Units (DSU) acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each DSU representing the fair market value of one share of Common Stock on the settlement date). F2 · balance_after: Includes dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the Reporting Person on DSUs held by the Reporting Person. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 22:03 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 42 | $593.17 | $24,913.14 |
DisclosureSEC source: 0000104889-23-000028 · wf-form4_168064579795889.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trutst Disclosed balance after: 375 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 22:14 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 41 | $609.02 | $24,969.82 |
DisclosureSEC source: 0000104889-23-000013 · wf-form4_167287041852397.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trutst Disclosed balance after: 333 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 20:20 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 45 | $546.35 | $24,585.75 |
DisclosureSEC source: 0000104889-22-000038 · wf-form4_166491482831711.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trutst Disclosed balance after: 292 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:21 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 43 | $574.12 | $24,687.16 |
DisclosureSEC source: 0000104889-22-000022 · wf-form4_165705244244070.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 23:30 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-016516 · form4.xml · nonDerivative · entry 2 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,972 F1 · shares: The reporting person elected to receive these fully vested shares, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 23:30 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 1,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-016516 · form4.xml · derivative · entry 3 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,045 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3 · derivative.exercise_date: The restricted stock units fully vested on May 31, 2022. F3 · derivative.expiration_date: The restricted stock units fully vested on May 31, 2022. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 23:30 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 1,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-016516 · form4.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,910 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 19, 2022 Filed May 23, 2022 22:40 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 525 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-22-000086 · wf-form4_165334564179854.xml · nonDerivative · entry 2 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,094 F2 · shares: The reporting person elected to receive these shares, which were granted under the 2021 Plan, in lieu of the cash portion of the annual retainer under the Policy. Read SEC document |
| May 19, 2022 Filed May 23, 2022 22:40 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 814 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-22-000086 · wf-form4_165334564179854.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,569 F1 · shares: These shares represent restricted stock that was granted under the Issuer's 2021 Omnibus Equity Incentive Plan (the "2021 Plan") pursuant to the Issuer's Non-Employee Director Compensation Policy (the "Policy"). This restricted stock is scheduled to vest in full on May 10, 2023. Read SEC document |
| May 02, 2022 Filed May 4, 2022 23:25 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantCommon Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013334 · form4.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,865 F1 · shares: The reporting person elected to receive these fully vested shares, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:47 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 1,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002582 · doc4.xml · derivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,706.039 Underlying: Common Stock · 1,175 shares Expires not disclosed F1 · security: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_price: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 00:25 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantCommon Stock | 151 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002844 · form4.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,686 F1 · shares: The reporting person elected to receive these fully vested shares, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 23:19 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantCommon Stock | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-028181 · form4.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,535 F1 · shares: The reporting person elected to receive these shares, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 23:30 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 1,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-019105 · form4.xml · derivative · entry 3 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,045 Underlying: Common Stock · 1,045 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 23:30 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 1,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-019105 · form4.xml · derivative · entry 2 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,918 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: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F2 · derivative.exercise_date: The restricted stock units vested on June 1, 2021. F2 · derivative.expiration_date: The restricted stock units vested on June 1, 2021. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 23:30 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 1,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-019105 · form4.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,409 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 06, 2021 Filed May 11, 2021 00:06 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 542 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-21-000104 · wf-form4_162069159271852.xml · nonDerivative · entry 2 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,755 F2 · shares: The reporting person elected to receive these shares, which were granted under the Plan, in lieu of the cash portion of the annual retainer under the Policy. Read SEC document |
| May 06, 2021 Filed May 11, 2021 00:06 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-21-000104 · wf-form4_162069159271852.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,213 F1 · shares: These shares represent restricted stock that was granted under the Issuer's 2021 Omnibus Equity Incentive Plan ("Plan") pursuant to the Issuer's Non-Employee Director Compensation Policy ("Policy"). This restricted stock is scheduled to vest in full on May 17, 2022. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 22:34 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 1,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002224 · doc4.xml · derivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,117.052 Underlying: Common Stock · 1,123 shares Expires not disclosed F1 · derivative.exercise_price: Grant of Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: Grant of Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: Grant of Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 00:33 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 1,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018931 · form4.xml · derivative · entry 3 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,918 Underlying: Common Stock · 1,918 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Read SEC document |
| June 02, 2020 Filed Jun 5, 2020 00:33 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 2,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018931 · form4.xml · derivative · entry 2 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,775 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: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F2 · derivative.exercise_date: The restricted stock units vested on June 2, 2020. F2 · derivative.expiration_date: The restricted stock units vested on June 2, 2020. Read SEC document |
| June 02, 2020 Filed Jun 5, 2020 00:33 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 2,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018931 · form4.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,491 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 07, 2020 Filed May 11, 2020 22:26 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-20-000114 · wf-form4_158923597869662.xml · nonDerivative · entry 2 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,162 F2 · shares: The reporting person elected to receive these shares, which were granted under the Plan, in lieu of the cash portion of the annual retainer under the Policy. Read SEC document |
| May 07, 2020 Filed May 11, 2020 22:26 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 2,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-20-000114 · wf-form4_158923597869662.xml · nonDerivative · entry 1 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,727 F1 · shares: These shares represent restricted stock that was granted under the Issuer's Amended and Restated 2010 Omnibus Equity Incentive Plan ("Plan") pursuant to the Issuer's Non-Employee Director Compensation Policy ("Policy"). This restricted stock is scheduled to vest in full on May 4, 2021. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 16:06 UTC | Graham Holdings Co GHC · Entity 3951 | PurchaseClass B Common Stock | 104 | $485.99 | $50,542.96 |
DisclosureSEC source: 0000104889-20-000012 · primary_doc.xml · nonDerivative · entry 2 MULCAHY ANNE M · CIK 0001201725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 204 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.