Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CLOROX CO /DE/CLX · Entity 3474 | Director | December 31, 2019 | January 03, 2020 |
| TWDC Enterprises 18 Corp.DIS · Entity 15738 | Director | December 31, 2017 | January 03, 2018 |
| VISA INC.V · Entity 495 | Director | January 24, 2023 | January 26, 2023 |
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.
CLOROX CO /DE/
Report date December 31, 2019 · Filed January 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 85,690.5736 |
Reported balance
After 2019-02-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-02-08 · Grant · Acquired 525.2391 · Balance 85,690.5736 F1: 1-for-1 F2: Deferred Stock Units acquired through dividend reinvestment during the fiscal year pursuant to the Independent Directors' Deferred Compensation Plan. F3: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 86,245.6917 |
Reported balance
After 2019-05-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-05-10 · Grant · Acquired 555.1181 · Balance 86,245.6917 F1: 1-for-1 F2: Deferred Stock Units acquired through dividend reinvestment during the fiscal year pursuant to the Independent Directors' Deferred Compensation Plan. F3: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 86,813.8734 |
Reported balance
After 2019-08-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-08-16 · Grant · Acquired 568.1817 · Balance 86,813.8734 F1: 1-for-1 F2: Deferred Stock Units acquired through dividend reinvestment during the fiscal year pursuant to the Independent Directors' Deferred Compensation Plan. F3: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 87,447.2024 |
Reported balance
After 2019-11-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-11-15 · Grant · Acquired 633.329 · Balance 87,447.2024 F1: 1-for-1 F2: Deferred Stock Units acquired through dividend reinvestment during the fiscal year pursuant to the Independent Directors' Deferred Compensation Plan. F3: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 88,460.2926 |
Reported balance
After 2019-12-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-12-31 · Grant · Acquired 1,013.0902 · Balance 88,460.2926 F1: 1-for-1 F4: Annual award of Deferred Stock Units pursuant to the 2005 Stock Incentive Plan. F3: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Deferred Stock Units acquired through dividend reinvestment during the fiscal year pursuant to the Independent Directors' Deferred Compensation Plan.
F3: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director.
F4: Annual award of Deferred Stock Units pursuant to the 2005 Stock Incentive Plan.
TWDC Enterprises 18 Corp.
Report date December 31, 2017 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 71,360.15 |
Reported balance
After 2017-12-31 transaction · row 1
1 source rowRow 1 · 2017-12-31 · Grant · Acquired 729.1 · Balance 71,360.15 F1: 421.9 stock units were credited to the reporting person's account as a quarterly grant under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), as described in the Company's compensation policy for non-employee directors. The total also reflects an adjustment crediting the amount to include dividends accrued pursuant to a dividend reinvestment plan of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: 421.9 stock units were credited to the reporting person's account as a quarterly grant under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), as described in the Company's compensation policy for non-employee directors. The total also reflects an adjustment crediting the amount to include dividends accrued pursuant to a dividend reinvestment plan of the Company.
VISA INC.
Report date January 24, 2023 · Filed January 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,284 |
Reported balance
After 2023-01-24 transaction · row 1
1 source rowRow 1 · 2023-01-24 · Grant · Acquired 1,050 · Balance 28,284 |
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 |
|---|---|---|---|---|---|---|
| November 19, 2013 Filed Nov 21, 2013 18:00 UTC | VISA INC. V · Entity 495 | GrantRestricted Stock Units · Derivative | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-032517 · form4.xml · derivative · entry 2 MATSCHULLAT ROBERT W · CIK 0001127780 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 887 Underlying: Common Stock · 887 shares Expires 2023-11-19 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. Read SEC document |
| November 19, 2012 Filed Nov 21, 2012 21:37 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 1,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-031920 · form4.xml · nonDerivative · entry 1 MATSCHULLAT ROBERT W · CIK 0001127780 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,455 F1 · shares: Represents restricted stock granted pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. Read SEC document |
| November 05, 2011 Filed Nov 8, 2011 21:18 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 1,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-029039 · form4.xml · nonDerivative · entry 1 MATSCHULLAT ROBERT W · CIK 0001127780 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,253 F1 · shares: Represents restricted stock granted pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. Read SEC document |
| November 05, 2010 Filed Nov 9, 2010 20:08 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 2,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-054562 · rrd290040.xml · nonDerivative · entry 1 MATSCHULLAT ROBERT W · CIK 0001127780 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,364 F1 · shares: Represents restricted stock granted pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. F2 · balance_after: Since the date of the reporting person's last ownership report, he transferrred 3,341 shares of Class A Common Stock to his ex-wife pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his ex-wife. Read SEC document |
| November 05, 2009 Filed Nov 9, 2009 20:09 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 2,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-050705 · rrd256517.xml · nonDerivative · entry 1 MATSCHULLAT ROBERT W · CIK 0001127780 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,675 F1 · shares: Represents restricted stock granted pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. Read SEC document |
| December 16, 2008 Filed Dec 18, 2008 13:23 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 2,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-068144 · rrd226729.xml · nonDerivative · entry 1 MATSCHULLAT ROBERT W · CIK 0001127780 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,640 F1 · shares: Represents restricted stock granted pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. Read SEC document |
| March 25, 2008 Filed Mar 25, 2008 16:58 UTC | VISA INC. V · Entity 495 | PurchaseClass A Common Stock | 3,000 | $44.00 | $132,000.00 |
DisclosureSEC source: 0001181431-08-021138 · rrd200836.xml · nonDerivative · entry 1 MATSCHULLAT ROBERT W · CIK 0001127780 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,682 F1 · shares: Represents shares purchased pursuant to Visa Inc.'s Directed Share Program upon the closing of its initial public offering. Read SEC document |
| March 18, 2008 Filed Mar 20, 2008 11:13 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 3,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-020237 · rrd200393.xml · nonDerivative · entry 1 MATSCHULLAT ROBERT W · CIK 0001127780 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,682 F1 · security: Represents restricted stock awarded in connection with the initial public offering of Visa Inc. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. 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.