Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Mastercard IncMA · Entity 1763 | V Chair & Pres Strategic Grwth | March 01, 2023 | March 03, 2023 |
| Walt Disney CoDIS · Entity 1887 | Director | September 30, 2026 | October 02, 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.
Mastercard Inc
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,477 |
Reported balance
After 2023-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-01 · Tax withholding · Disposed 1,012 · Balance 7,477 F1: Represents withholding of shares to pay tax liability incident to the vesting of restricted stock units. F2: On May 16, 2022 the reporting person transferred 2,445 shares of Class A Common Stock to his personal account from his Grantor Retained Annuity Trust (GRAT). The transaction was part of routine financial management and was exempt from reporting. |
| Class A Common StockSEC Table I · non-derivative | Direct | 10,912 |
Reported balance
After 2023-03-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-03-01 · Grant · Acquired 3,435 · Balance 10,912 F3: Award of restricted stock units that will vest in three (3) equal annual installments beginning March 1, 2024. |
| Class A Common StockSEC Table I · non-derivative | Direct | 13,525 |
Reported balance
After 2023-03-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2023-03-01 · Grant · Acquired 2,613 · Balance 13,525 F4: Represents earned performance stock units granted on March 1, 2020 that contained performance-vesting requirements. The award was fully earned and vested on March 1, 2023, but will settle on March 1, 2024. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $353.50 · Expires 2033-03-01 | Direct | 9,739 |
Reported balance
After 2023-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-03-01 · Grant · Acquired 9,739 · Balance 9,739 F5: The employee stock options vest in three (3) equal annual installments beginning March 1, 2024. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 2,384 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,384 F2: On May 16, 2022 the reporting person transferred 2,445 shares of Class A Common Stock to his personal account from his Grantor Retained Annuity Trust (GRAT). The transaction was part of routine financial management and was exempt from reporting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents withholding of shares to pay tax liability incident to the vesting of restricted stock units.
F2: On May 16, 2022 the reporting person transferred 2,445 shares of Class A Common Stock to his personal account from his Grantor Retained Annuity Trust (GRAT). The transaction was part of routine financial management and was exempt from reporting.
F3: Award of restricted stock units that will vest in three (3) equal annual installments beginning March 1, 2024.
F4: Represents earned performance stock units granted on March 1, 2020 that contained performance-vesting requirements. The award was fully earned and vested on March 1, 2023, but will settle on March 1, 2024.
F5: The employee stock options vest in three (3) equal annual installments beginning March 1, 2024.
Walt Disney Co
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 25,191.5 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,003.4 · Balance 25,191.5 F1: Includes: (1) 350.6 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 652.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. F2: The total reflects a deduction for cash paid in lieu of fractional shares when units are converted to shares. |
| Disney Common StockSEC Table I · non-derivative | IndirectBy Trust | 20 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes: (1) 350.6 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 652.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan.
F2: The total reflects a deduction for cash paid in lieu of fractional shares when units are converted to shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TWDC Enterprises 18 Corp.
Report date March 20, 2019 · Filed March 21, 2019
Section 16 reporting ended · disclosed 2019-03-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-20 transaction · row 1
1 source rowRow 1 · 2019-03-20 · Disposition to issuer · Disposed 826.5 · Balance 0 F1: On March 20, 2019 (the "Merger Effective Date"), pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of June 20, 2018, among Twenty-First Century Fox, Inc. ("21CF"), TWDC Enterprises 18 Corp. (formerly known as The Walt Disney Company) ("Old Disney"), The Walt Disney Company (formerly known as TWDC Holdco 613 Corp.) ("Disney") and certain subsidiaries of Disney, Disney acquired all of the outstanding shares of 21CF and Old Disney (the "Transaction"). Effective as of the effective time of the Disney Merger, which occurred at 12:01 a.m. Eastern Time on the Merger Effective Date (the "Disney Effective Time"), Disney changed its name to "The Walt Disney Company" and Old Disney changed its name to "TWDC Enterprises 18 Corp." F2: In connection with the Transaction, each share of Old Disney common stock issued and outstanding immediately prior to the consummation of the Transaction, converted into one share of Disney common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 20, 2019 (the "Merger Effective Date"), pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of June 20, 2018, among Twenty-First Century Fox, Inc. ("21CF"), TWDC Enterprises 18 Corp. (formerly known as The Walt Disney Company) ("Old Disney"), The Walt Disney Company (formerly known as TWDC Holdco 613 Corp.) ("Disney") and certain subsidiaries of Disney, Disney acquired all of the outstanding shares of 21CF and Old Disney (the "Transaction"). Effective as of the effective time of the Disney Merger, which occurred at 12:01 a.m. Eastern Time on the Merger Effective Date (the "Disney Effective Time"), Disney changed its name to "The Walt Disney Company" and Old Disney changed its name to "TWDC Enterprises 18 Corp."
F2: In connection with the Transaction, each share of Old Disney common stock issued and outstanding immediately prior to the consummation of the Transaction, converted into one share of Disney 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 |
|---|---|---|---|---|---|---|
| September 30, 2018 Filed Oct 2, 2018 20:05 UTC | TWDC Enterprises 18 Corp. DIS · Entity 15738 | GrantDisney Common Stock | 107.3 | $112.37 | $12,057.30 |
DisclosureSEC source: 0001001039-18-000169 · wf-form4_153852510273031.xml · nonDerivative · entry 1 Froman Michael B. G. · CIK 0001753077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107.3 F1 · shares: Stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.