Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON PROPERTIES LTD PARTNERSHIPN/A · Entity 41445 | Director | May 31, 2023 | June 02, 2023 |
| BXP, Inc.BXP · Entity 3450 | Director | March 31, 2024 | April 01, 2024 |
| Blackstone Inc.BX · Entity 2861 | Director | May 13, 2024 | May 15, 2024 |
| Bloom Energy CorpBE · Entity 2659 | Director | February 08, 2019 | February 12, 2019 |
| CATERPILLAR INCCAT · Entity 2808 | Director | June 14, 2023 | June 15, 2023 |
| NEWS CORPNWS · Entity 3322 | Director | October 09, 2024 | October 11, 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.
BOSTON PROPERTIES LTD PARTNERSHIP
Report date May 31, 2023 · Filed June 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 10,075 |
Reported balance
After 2023-05-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-05-31 · Grant · Acquired 3,390 · Balance 10,075 F1: Represents units of limited partnership interest in the Issuer issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. F2: The 3,390 LTIP Units will vest on the earlier of (i) May 31, 2024 and (ii) the date of BXP's 2024 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents units of limited partnership interest in the Issuer issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date.
F2: The 3,390 LTIP Units will vest on the earlier of (i) May 31, 2024 and (ii) the date of BXP's 2024 annual meeting of stockholders.
BXP, Inc.
Report date March 31, 2024 · Filed April 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,028.31 |
Reported balance
After 2024-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-31 · Grant · Acquired 555.05 · Balance 8,028.31 F1: The Phantom Stock Units convert to Boston Properties, Inc. common stock on a 1-for-1 basis. F2: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may make one or more elections to convert a portion (but only in 25% increments) of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. These elections may only be made after the director's service on the BXP Board of Directors ends. Amounts notionally invested in measurement funds will be settled in cash instead of BXP common stock. F3: Includes 103.18 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on January 30, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The Phantom Stock Units convert to Boston Properties, Inc. common stock on a 1-for-1 basis.
F2: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may make one or more elections to convert a portion (but only in 25% increments) of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. These elections may only be made after the director's service on the BXP Board of Directors ends. Amounts notionally invested in measurement funds will be settled in cash instead of BXP common stock.
F3: Includes 103.18 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on January 30, 2024.
Blackstone Inc.
Report date May 13, 2024 · Filed May 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,216 |
Reported balance
After 2024-05-13 transaction · row 1
1 source rowRow 1 · 2024-05-13 · Grant · Acquired 1,702 · Balance 18,216 F1: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on May 13, 2025 subject to the Reporting Person's continued service on the board of directors of Blackstone Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on May 13, 2025 subject to the Reporting Person's continued service on the board of directors of Blackstone Inc.
Bloom Energy Corp
Report date February 08, 2019 · Filed February 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,445 |
Reported balance
After 2019-02-08 transaction · row 1
1 source rowRow 1 · 2019-02-08 · Conversion · Acquired 4,445 · Balance 4,445 F1: Conversion of derivative security pursuant to its terms. |
| Restricted Stock Units (RSU)(Class B Common Stock)SEC Table II · derivative / convertible security | Direct | 8,889 |
Reported balance
After 2019-02-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-02-08 · Exercise / conversion · Disposed 4,445 · Balance 8,889 F2: Each RSU represents a contingent right to receive 1 share of the issuer's Class B Common Stock upon settlement. F3: All the outstanding shares of our Class B common stock will convert automatically into shares of our Class A common stock upon the occurrence of certain events. In addition, Class B common stock may be converted into shares of Class A common stock at any time at the election of the holder. Following such conversion, each share of Class A common stock will have one vote per share and the rights of the holders of all outstanding common stock will be identical. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 4,445 |
Reported balance
After 2019-02-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-08 · Exercise / conversion · Acquired 4,445 · Balance 4,445 F3: All the outstanding shares of our Class B common stock will convert automatically into shares of our Class A common stock upon the occurrence of certain events. In addition, Class B common stock may be converted into shares of Class A common stock at any time at the election of the holder. Following such conversion, each share of Class A common stock will have one vote per share and the rights of the holders of all outstanding common stock will be identical. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-02-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-02-08 · Conversion · Disposed 4,445 · Balance 0 F3: All the outstanding shares of our Class B common stock will convert automatically into shares of our Class A common stock upon the occurrence of certain events. In addition, Class B common stock may be converted into shares of Class A common stock at any time at the election of the holder. Following such conversion, each share of Class A common stock will have one vote per share and the rights of the holders of all outstanding common stock will be identical. F1: Conversion of derivative security pursuant to its terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion of derivative security pursuant to its terms.
F2: Each RSU represents a contingent right to receive 1 share of the issuer's Class B Common Stock upon settlement.
F3: All the outstanding shares of our Class B common stock will convert automatically into shares of our Class A common stock upon the occurrence of certain events. In addition, Class B common stock may be converted into shares of Class A common stock at any time at the election of the holder. Following such conversion, each share of Class A common stock will have one vote per share and the rights of the holders of all outstanding common stock will be identical.
CATERPILLAR INC
Report date June 14, 2023 · Filed June 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,113 |
Reported balance
After 2023-06-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-14 · Grant · Acquired 698 · Balance 6,113 F1: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes adjustments for dividends accrued.
NEWS CORP
Report date October 09, 2024 · Filed October 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-10-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-10-09 · Exercise / conversion · Acquired 12 · Balance 12 F1: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. Row 2 · 2024-10-09 · Disposition to issuer · Disposed 12 · Balance 0 |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 48,491 |
Reported balance
After 2024-10-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-10-09 · Grant · Acquired 180 · Balance 48,491 F2: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F3: Represents dividend equivalents accrued with respect to deferred stock units previously granted, which become payable in cash upon vesting of the underlying deferred stock units. F4: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 48,479 |
Reported balance
After 2024-10-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-10-09 · Exercise / conversion · Disposed 12 · Balance 48,479 F2: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F1: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. F5: The deferred stock units, which represent dividend equivalents accrued on deferred stock units held as of the dividend record date that vested on October 1, 2024, became payable in cash on the dividend payment date of October 9, 2024. F4: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. |
Filing footnotes · ownership attribution and instrument terms
F1: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock.
F2: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock.
F3: Represents dividend equivalents accrued with respect to deferred stock units previously granted, which become payable in cash upon vesting of the underlying deferred stock units.
F4: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director.
F5: The deferred stock units, which represent dividend equivalents accrued on deferred stock units held as of the dividend record date that vested on October 1, 2024, became payable in cash on the dividend payment date of October 9, 2024.
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 |
|---|---|---|---|---|---|---|
| August 14, 2017 Filed Aug 15, 2017 17:13 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 458 | $113.71 | $52,079.18 |
DisclosureSEC source: 0000018230-17-000262 · edgar.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 16:18 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,609 | $13.89 | $36,239.01 |
DisclosureSEC source: 0001140361-17-027335 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,443 Underlying: Class A Common Stock · 2,609 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F2 · derivative.expiration_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 16:20 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,834 | $12.79 | $36,246.86 |
DisclosureSEC source: 0001140361-17-014904 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,834 Underlying: Class A Common Stock · 2,834 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F2 · derivative.expiration_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. 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.