Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RTX CorpRTX · Entity 2823 | President, RIS | January 29, 2023 | January 31, 2023 |
| Xometry, Inc.XMTR · Entity 1915 | Director | March 10, 2026 | March 12, 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.
RTX Corp
Report date January 29, 2023 · Filed January 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,698 |
Ending reported balance
After 2023-01-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-29 · Exercise / conversion · Acquired 15,426 · Balance 69,851 F1: Time-based restricted stock units (RSUs) that represent the right to receive one share of the Issuer's Common Stock per unit. Row 2 · 2023-01-30 · Tax withholding · Disposed 5,153 · Balance 64,698 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 38,423 |
Reported balance
After 2023-01-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-29 · Exercise / conversion · Disposed 15,426 · Balance 38,423 F1: Time-based restricted stock units (RSUs) that represent the right to receive one share of the Issuer's Common Stock per unit. F2: Vesting of RSUs and delivery of shares with respect to the RSUs that were converted from Raytheon Company performance-based vesting RSUs originally granted on January 29, 2020 under the 2020-2022 Long-Term Performance Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Time-based restricted stock units (RSUs) that represent the right to receive one share of the Issuer's Common Stock per unit.
F2: Vesting of RSUs and delivery of shares with respect to the RSUs that were converted from Raytheon Company performance-based vesting RSUs originally granted on January 29, 2020 under the 2020-2022 Long-Term Performance Plan.
Xometry, Inc.
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 32,073 |
Ending reported balance
After 2026-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-10 · Grant · Acquired 3,681 · Balance 30,765 F1: Represents a restricted stock unit ("RSU") grant. All of the shares underlying the RSUs will vest on January 1, 2027, subject to the Reporting Person's continuous service. F2: Each RSU represents a contingent right to receive one share of the Class A Common Stock of the Issuer. Row 2 · 2026-03-10 · Grant · Acquired 1,308 · Balance 32,073 F3: Represents a restricted stock unit ("RSU") grant. The shares underlying the RSUs will vest in four equal quarterly installments with the first installment vesting on April 1, 2026, subject to the Reporting Person's continuous service. F2: Each RSU represents a contingent right to receive one share of the Class A Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") grant. All of the shares underlying the RSUs will vest on January 1, 2027, subject to the Reporting Person's continuous service.
F2: Each RSU represents a contingent right to receive one share of the Class A Common Stock of the Issuer.
F3: Represents a restricted stock unit ("RSU") grant. The shares underlying the RSUs will vest in four equal quarterly installments with the first installment vesting on April 1, 2026, subject to the Reporting Person's continuous service.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
RAYTHEON CO/
Report date April 03, 2020 · Filed April 08, 2020
Section 16 reporting ended · disclosed 2020-04-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-04-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-04-03 · Disposition to issuer · Disposed 15,976 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of June 9, 2019, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 9, 2020, by and between United Technologies Corporation ("UTC") and Raytheon Company ("Raytheon") (the "Merger Agreement"), on April 3, 2020 (the "Closing Date"), Raytheon became a wholly owned subsidiary of UTC, with UTC becoming Raytheon Technologies Corporation. Pursuant to the Merger Agreement, on the Closing Date, each share of Raytheon Common Stock held by the reporting person was converted automatically into 2.3348 shares of UTC Common Stock. F2: Includes 2,703 restricted shares of Raytheon Common Stock that were converted into shares of UTC Common Stock and 13,273 restricted shares of Raytheon Common Stock that were converted into awards of restricted shares of UTC Common Stock, in each case pursuant to the terms of the Merger Agreement. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,282 |
Reported balance
After 2020-04-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-04-03 · Disposition to issuer · Disposed 7,295 · Balance 15,282 F3: Represents performance-based restricted stock units ("PSUs") earned at a specific level pursuant to the terms of the Merger Agreement and which had not been previously reported. The PSUs were originally granted under the 2018-2020 Long-Term Performance Plan. The PSUs were converted into an award of time-vesting UTC RSUs pursuant to the terms of the Merger Agreement. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,863 |
Reported balance
After 2020-04-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-04-03 · Disposition to issuer · Disposed 8,419 · Balance 6,863 F4: Represents PSUs earned at a specific level pursuant to the terms of the Merger Agreement and which had not been previously reported. The PSUs were originally granted under the 2019-2021 Long-Term Performance Plan. The PSUs were converted into an award of time-vesting UTC RSUs pursuant to the terms of the Merger Agreement. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-04-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-04-03 · Disposition to issuer · Disposed 6,863 · Balance 0 F5: Represents PSUs earned at a specific level pursuant to the terms of the Merger Agreement and which had not been previously reported. The PSUs were originally granted under the 2020-2022 Long-Term Performance Plan. The PSUs were converted into an award of time-vesting UTC RSUs pursuant to the terms of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of June 9, 2019, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 9, 2020, by and between United Technologies Corporation ("UTC") and Raytheon Company ("Raytheon") (the "Merger Agreement"), on April 3, 2020 (the "Closing Date"), Raytheon became a wholly owned subsidiary of UTC, with UTC becoming Raytheon Technologies Corporation. Pursuant to the Merger Agreement, on the Closing Date, each share of Raytheon Common Stock held by the reporting person was converted automatically into 2.3348 shares of UTC Common Stock.
F2: Includes 2,703 restricted shares of Raytheon Common Stock that were converted into shares of UTC Common Stock and 13,273 restricted shares of Raytheon Common Stock that were converted into awards of restricted shares of UTC Common Stock, in each case pursuant to the terms of the Merger Agreement.
F3: Represents performance-based restricted stock units ("PSUs") earned at a specific level pursuant to the terms of the Merger Agreement and which had not been previously reported. The PSUs were originally granted under the 2018-2020 Long-Term Performance Plan. The PSUs were converted into an award of time-vesting UTC RSUs pursuant to the terms of the Merger Agreement.
F4: Represents PSUs earned at a specific level pursuant to the terms of the Merger Agreement and which had not been previously reported. The PSUs were originally granted under the 2019-2021 Long-Term Performance Plan. The PSUs were converted into an award of time-vesting UTC RSUs pursuant to the terms of the Merger Agreement.
F5: Represents PSUs earned at a specific level pursuant to the terms of the Merger Agreement and which had not been previously reported. The PSUs were originally granted under the 2020-2022 Long-Term Performance Plan. The PSUs were converted into an award of time-vesting UTC RSUs pursuant to the terms of the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| March 23, 2020 Filed Mar 25, 2020 17:11 UTC | RAYTHEON CO/ RTN · Entity 149943 | Tax withholdingCommon Stock | 160 | $115.54 | $18,486.40 |
DisclosureSEC source: 0001047122-20-000051 · wf-form4_158517069181779.xml · nonDerivative · entry 3 Azevedo Roy · CIK 0001752295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,793 Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 17:11 UTC | RAYTHEON CO/ RTN · Entity 149943 | Tax withholdingCommon Stock | 181 | $115.54 | $20,912.74 |
DisclosureSEC source: 0001047122-20-000051 · wf-form4_158517069181779.xml · nonDerivative · entry 2 Azevedo Roy · CIK 0001752295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,953 Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 17:11 UTC | RAYTHEON CO/ RTN · Entity 149943 | Tax withholdingCommon Stock | 116 | $115.54 | $13,402.64 |
DisclosureSEC source: 0001047122-20-000051 · wf-form4_158517069181779.xml · nonDerivative · entry 1 Azevedo Roy · CIK 0001752295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,134 Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 17:27 UTC | RAYTHEON CO/ RTN · Entity 149943 | Tax withholdingCommon Stock | 183 | $182.08 | $33,320.64 |
DisclosureSEC source: 0001047122-19-000104 · wf-form4_155424043373303.xml · nonDerivative · entry 1 Azevedo Roy · CIK 0001752295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,250 Read SEC document |
| March 25, 2019 Filed Mar 26, 2019 17:07 UTC | RAYTHEON CO/ RTN · Entity 149943 | Tax withholdingCommon Stock | 193 | $180.62 | $34,859.66 |
DisclosureSEC source: 0001047122-19-000086 · wf-form4_155363445336923.xml · nonDerivative · entry 1 Azevedo Roy · CIK 0001752295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,433 Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 18:19 UTC | RAYTHEON CO/ RTN · Entity 149943 | GrantCommon Stock | 4,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001047122-19-000058 · wf-form4_155320673169701.xml · nonDerivative · entry 1 Azevedo Roy · CIK 0001752295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,626 F1 · shares: Shares of restricted stock that vest in one-third increments on each of the second, third and fourth anniversaries of the date of grant. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 17:33 UTC | RAYTHEON CO/ RTN · Entity 149943 | Tax withholdingCommon Stock | 200 | $180.23 | $36,046.00 |
DisclosureSEC source: 0001047122-19-000038 · wf-form4_155311758313588.xml · nonDerivative · entry 1 Azevedo Roy · CIK 0001752295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,960 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.