Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ELI LILLY & CoLLY · Entity 2794 | EVP, ERM & CECO | February 12, 2024 | February 14, 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.
ELI LILLY & Co
Report date February 12, 2024 · Filed February 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,951 |
Reported balance
After 2024-02-12 transaction · row 1
1 source rowRow 1 · 2024-02-12 · Grant · Acquired 951 · Balance 7,951 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2025-02-01 | Direct | 980 |
Reported balance
After 2024-02-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-02-12 · Grant · Acquired 980 · Balance 980 F1: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock.
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 |
|---|---|---|---|---|---|---|
| February 12, 2024 Filed Feb 14, 2024 21:21 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 980 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-24-000038 · wk-form4_1707945676.xml · derivative · entry 2 Weems Alonzo · CIK 0001869672 · EVP, ERM & CECO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 980 Underlying: Common Stock · 980 shares Expires 2025-02-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:21 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 951 | $737.26 | $701,134.26 |
DisclosureSEC source: 0000059478-24-000038 · wk-form4_1707945676.xml · nonDerivative · entry 1 Weems Alonzo · CIK 0001869672 · EVP, ERM & CECO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,951 Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:14 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000243 · wk-form4_1694636046.xml · nonDerivative · entry 2 Weems Alonzo · CIK 0001869672 · EVP, ERM & CECO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,000 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2023. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:14 UTC | ELI LILLY & Co LLY · Entity 2794 | SaleCommon Stock | 1,148 | $590.98 | $678,445.04 |
DisclosureSEC source: 0000059478-23-000243 · wk-form4_1694636046.xml · nonDerivative · entry 1 Weems Alonzo · CIK 0001869672 · EVP, ERM & CECO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,760 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2023. Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 20:31 UTC | ELI LILLY & Co LLY · Entity 2794 | SaleCommon Stock | 1,000 | $318.85 | $318,850.00 |
DisclosureSEC source: 0000059478-23-000113 · wf-form4_167873947197922.xml · nonDerivative · entry 1 Weems Alonzo · CIK 0001869672 · EVP, ERM & CECO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,908 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 5, 2022. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:36 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 1,779 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000109 · wf-form4_167779298259738.xml · derivative · entry 3 Weems Alonzo · CIK 0001869672 · EVP, ERM & CECO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,779 shares Expires 2023-03-01 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 Eli Lilly and Company common stock. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:36 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 793 | $311.22 | $246,797.46 |
DisclosureSEC source: 0000059478-23-000109 · wf-form4_167779298259738.xml · nonDerivative · entry 2 Weems Alonzo · CIK 0001869672 · EVP, ERM & CECO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,908 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:36 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 1,779 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000109 · wf-form4_167779298259738.xml · nonDerivative · entry 1 Weems Alonzo · CIK 0001869672 · EVP, ERM & CECO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,701 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 10, 2023 Filed Feb 14, 2023 22:10 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 2,422 | $345.12 | $835,880.64 |
DisclosureSEC source: 0000059478-23-000067 · wf-form4_167641257731994.xml · nonDerivative · entry 1 Weems Alonzo · CIK 0001869672 · EVP, ERM & CECO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,922 Read SEC document |
| October 10, 2022 Filed Oct 11, 2022 20:09 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-22-000231 · wf-form4_166551895597171.xml · nonDerivative · entry 2 Weems Alonzo · CIK 0001869672 · EVP, ERM & CECO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 5, 2022. Read SEC document |
| October 10, 2022 Filed Oct 11, 2022 20:09 UTC | ELI LILLY & Co LLY · Entity 2794 | SaleCommon Stock | 656 | $326.23 | $214,006.88 |
DisclosureSEC source: 0000059478-22-000231 · wf-form4_166551895597171.xml · nonDerivative · entry 1 Weems Alonzo · CIK 0001869672 · EVP, ERM & CECO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,950 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 5, 2022. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:34 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 530 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-22-000198 · wf-form4_166033643803458.xml · nonDerivative · entry 2 Weems Alonzo · CIK 0001869672 · SVP, ERM & CECO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,606 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 5, 2022. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:34 UTC | ELI LILLY & Co LLY · Entity 2794 | SaleCommon Stock | 656 | $304.50 | $199,752.00 |
DisclosureSEC source: 0000059478-22-000198 · wf-form4_166033643803458.xml · nonDerivative · entry 1 Weems Alonzo · CIK 0001869672 · SVP, ERM & CECO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,136 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 5, 2022. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 23:35 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 3,731 | $243.27 | $907,640.37 |
DisclosureSEC source: 0000059478-22-000054 · wf-form4_164462253456266.xml · nonDerivative · entry 1 Weems Alonzo · CIK 0001869672 · SVP, ERM & CECO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,792 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.