Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ELI LILLY & CoLLY · Entity 2794 | Director | April 17, 2023 | April 19, 2023 |
| Mastercard IncMA · Entity 1763 | Director | June 21, 2022 | June 23, 2022 |
| Pony AI Inc.PONY · Entity 4217 | Director | April 14, 2026 | April 16, 2026 |
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 April 17, 2023 · Filed April 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,524 |
Reported balance
After 2023-04-17 transaction · row 1
1 source rowRow 1 · 2023-04-17 · Grant · Acquired 5 · Balance 63,524 F1: At the election of the reporting person, the shares acquired pursuant to this filing have been deferred in lieu of cash compensation as stock units under the Lilly Directors' Deferral Plan and will be settled in shares of common stock following the reporting person's separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: At the election of the reporting person, the shares acquired pursuant to this filing have been deferred in lieu of cash compensation as stock units under the Lilly Directors' Deferral Plan and will be settled in shares of common stock following the reporting person's separation from service.
Mastercard Inc
Report date June 21, 2022 · Filed June 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 34,890 |
Reported balance
After 2022-06-21 transaction · row 1
1 source rowRow 1 · 2022-06-21 · Grant · Acquired 741 · Balance 34,890 F1: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 21, 2022, the date of grant, but will settle on the date of termination of the reporting person's service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 21, 2022, the date of grant, but will settle on the date of termination of the reporting person's service as a director.
Pony AI Inc.
Report date April 14, 2026 · Filed April 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,692 |
Reported balance
After 2026-04-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-14 · Grant · Acquired 6,692 · Balance 6,692 F1: Each restricted stock unit (RSU) represents the right to receive, upon vesting, one Class A ordinary share. F2: RSUs were granted on April 14, 2026. The vesting schedules are the RSUs granted shall vest on the first anniversary of November 27, 2026. F3: This grant does not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit (RSU) represents the right to receive, upon vesting, one Class A ordinary share.
F2: RSUs were granted on April 14, 2026. The vesting schedules are the RSUs granted shall vest on the first anniversary of November 27, 2026.
F3: This grant does not have an expiration date.
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 |
|---|---|---|---|---|---|---|
| January 22, 2019 Filed Jan 24, 2019 23:26 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 17 | $117.09 | $1,990.53 |
DisclosureSEC source: 0000059478-19-000008 · wf-form4_154837234447146.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,847 Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 22:53 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,511 | $115.81 | $174,988.91 |
DisclosureSEC source: 0000059478-18-000280 · wf-form4_154275440903887.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,786 Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 14:46 UTC | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 2,168 | $95.22 | $206,436.96 |
DisclosureSEC source: 0000059478-18-000190 · wf-form4_153270278058574.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,228 F1 · security: This transaction was executed in multiple trades at prices ranging from $95.00 to $95.40. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 17:58 UTC Amendment | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 2,168 | $95.22 | $206,436.96 |
DisclosureSEC source: 0000059478-18-000192 · wf-form4a_153271428674754.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,228 F1 · security: This amendment is being filed to correctly report the footnote of the original Form 4 which was intended to be placed in column 4 Price. F2 · price: This transaction was executed in multiple trades at prices ranging from $95.00 to $95.40. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 26, 2018 Filed Feb 1, 2019 20:02 UTC Amendment | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 1,568 | $95.22 | $149,304.96 |
DisclosureSEC source: 0000059478-19-000026 · wf-form4a_154905132771555.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,628 F1 · shares: The total represents a correction in the number of shares reported as purchased on the original Form 4. F2 · balance_after: The total represents the correct number of securities beneficially owned following the reported transaction. Beneficial share totals were incorrectly reported on two Forms 4 filed by the reporting person after his original Form 4 was filed. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 16:00 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 993 | $0.00 | $0.00 |
DisclosureSEC source: 0001141391-18-000099 · wf-form4_153020163729921.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,992 F1 · shares: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 26, 2018, the date of grant, but will be settled on June 26, 2022. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 14:59 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,924 | $83.18 | $160,038.32 |
DisclosureSEC source: 0000059478-17-000215 · wf-form4_151136276060034.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,899 Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 19:29 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001141391-17-000114 · wf-form4_149876454522586.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,999 F1 · shares: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 27, 2017, the date of grant, but will be settled on June 27, 2023. Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 19:45 UTC | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 1,375 | $72.64 | $99,880.00 |
DisclosureSEC source: 0000059478-16-000487 · wf-form4_148217670849918.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,815 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 22:29 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 2,088 | $76.64 | $160,024.32 |
DisclosureSEC source: 0000059478-16-000475 · wf-form4_148063135656645.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,440 Read SEC document |
| August 15, 2016 Filed Aug 18, 2016 00:21 UTC Amendment | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 2,560 | $80.42 | $205,875.20 |
DisclosureSEC source: 0000059478-16-000412 · wf-form4a_147147969018297.xml · nonDerivative · entry 3 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,323 F1 · date: This amendment is being filed to correct the transaction date on the previously filed Form 4. F2 · price: This transaction was executed in multiple trades at prices ranging from $80.42 to $80.43. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 12, 2016 Filed Aug 16, 2016 12:51 UTC | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 2,560 | $80.42 | $205,875.20 |
DisclosureSEC source: 0000059478-16-000410 · wf-form4_147135189555621.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,110 F1 · acquired: This transaction was executed in multiple trades at prices ranging from $80.42to $80.43. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 12, 2016 Filed Aug 18, 2016 00:21 UTC Amendment | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 457 | $80.00 | $36,560.00 |
DisclosureSEC source: 0000059478-16-000412 · wf-form4a_147147969018297.xml · nonDerivative · entry 2 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,763 Read SEC document |
| August 11, 2016 Filed Aug 18, 2016 00:21 UTC Amendment | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 2,756 | $80.52 | $221,913.12 |
DisclosureSEC source: 0000059478-16-000412 · wf-form4a_147147969018297.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,306 Read SEC document |
| June 28, 2016 Filed Jun 29, 2016 21:02 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 2,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001141391-16-000184 · wf-form4_146723415332958.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,491 F1 · shares: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 28, 2016, the date of grant, but will be settled on June 28, 2020. Read SEC document |
| May 12, 2016 Filed May 16, 2016 21:03 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 1,080 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-16-000368 · wf-form4_146343258599773.xml · nonDerivative · entry 2 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,520 Read SEC document |
| May 12, 2016 Filed May 16, 2016 21:03 UTC | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 1,080 | $75.75 | $81,810.00 |
DisclosureSEC source: 0000059478-16-000368 · wf-form4_146343258599773.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,600 F1 · price: This transaction was executed in multiple trades at prices ranging from $75.74 to $75.78. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 01, 2016 Filed Feb 3, 2016 19:14 UTC | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 3,170 | $78.62 | $249,225.40 |
DisclosureSEC source: 0000059478-16-000314 · wf-form4_145452683547730.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,487 F1 · price: This transaction was executed in multiple trades at prices ranging from $78.57 to $78.64. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 30, 2015 Filed Dec 2, 2015 21:12 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,785 | $81.23 | $144,995.55 |
DisclosureSEC source: 0000059478-15-000223 · wf-form4_144909074647780.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,301 Read SEC document |
| June 09, 2015 Filed Jun 11, 2015 17:34 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 2,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-013710 · doc4.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,444 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 9, 2015, the date of the grant, but will be settled on June 9, 2019. Read SEC document |
| November 28, 2014 Filed Dec 2, 2014 21:10 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 2,155 | $67.29 | $145,009.95 |
DisclosureSEC source: 0000059478-14-000218 · wf-form4_141755459082446.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,464 Read SEC document |
| June 03, 2014 Filed Jun 5, 2014 21:05 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 1,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-014573 · doc4.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,435 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award will settle on June 3, 2019. Read SEC document |
| May 12, 2014 Filed May 13, 2014 13:40 UTC | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 1,700 | $59.14 | $100,538.00 |
DisclosureSEC source: 0000059478-14-000110 · wf-form4_139998842891290.xml · nonDerivative · entry 2 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,180 Read SEC document |
| May 12, 2014 Filed May 13, 2014 13:40 UTC | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 15,457 | $59.19 | $914,899.83 |
DisclosureSEC source: 0000059478-14-000110 · wf-form4_139998842891290.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,480 F1 · price: This transaction was executed in multiple trades at prices ranging from $59.14 to $59.22. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 31, 2014 Filed Feb 4, 2014 15:28 UTC | ELI LILLY & Co LLY · Entity 2794 | PurchaseCommon Stock | 12,431 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000059478-14-000066 · wf-form4_139152768457586.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,020 F1 · price: This transaction was executed in multiple trades at prices ranging from $53.25 to $53.30. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2013 Filed Dec 3, 2013 20:34 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 474 | $51.03 | $24,188.22 |
DisclosureSEC source: 0000059478-13-000109 · wf-form4_138610287953592.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,589 Read SEC document |
| June 18, 2013 Filed Jun 20, 2013 20:30 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-014672 · doc4.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,347 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved director equity compensation plan. The award will be settled on June 18, 2017. Read SEC document |
| June 05, 2012 Filed Jun 8, 2012 01:14 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 319 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-014017 · doc4.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,090 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved director equity compensation plan. The award will be settled on June 5, 2016. Read SEC document |
| June 07, 2011 Filed Jun 9, 2011 20:39 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-035949 · rrd314864.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,771 F1 · price: Represents deferred stock unit award pursuant to the terms of a shareholder-approved director equity compensation plan. The award will be settled on June 7, 2015. Read SEC document |
| September 21, 2010 Filed Sep 23, 2010 20:42 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-047795 · rrd285961.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,406 F1 · price: Represents deferred stock unit award pursuant to the terms of a shareholder-approved director equity compensation plan. The award will be settled on September 21, 2014. Read SEC document |
| June 09, 2009 Filed Jun 11, 2009 21:56 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 595 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-030241 · rrd245593.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945 F1 · price: Represents deferred stock unit award pursuant to the terms of the MasterCard Incorporated 2006 Non-Employee Director Equity Compensation Plan, as amended and restated, which was approved by stockholders of MasterCard Incorporated (the ?Company?) at the Company?s 2006 annual meeting of stockholders held on July 18, 2006. The award will be settled on June 9, 2013. Read SEC document |
| September 09, 2008 Filed Sep 11, 2008 21:09 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-052611 · rrd216592.xml · nonDerivative · entry 1 TAI JACKSON P · CIK 0001173275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350 F1 · price: Represents deferred stock unit award pursuant to the terms of the MasterCard Incorporated 2006 Non-Employee Director Equity Compensation Plan, which was approved by stockholders at the July 18, 2006 annual meeting of stockholders of MasterCard Incorporated (the "Company"). The calculation of the pro-rated deferred stock unit award is described in the Company's Form 8-K filed on September 11, 2008. The award will be settled on September 9, 2012. 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.