Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Warner Bros. Discovery, Inc.WBD · Entity 2976 | Chief Corp Affairs Officer | March 01, 2023 | March 03, 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.
Warner Bros. Discovery, Inc.
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | Direct | 275,604 |
Reported balance
After 2023-03-01 transaction · row 1
1 source rowRow 1 · 2023-03-01 · Grant · Acquired 48,016 · Balance 275,604 |
| Employee Stock Option (right to acquire)SEC Table II · derivative / convertible security · Conversion / exercise price $15.02 · Expires 2030-03-01 | Direct | 100,828 |
Reported balance
After 2023-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-01 · Grant · Acquired 100,828 · Balance 100,828 F1: This option vests in three installments (33%, 33%, 34%) beginning on March 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: This option vests in three installments (33%, 33%, 34%) beginning on March 1, 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 |
|---|---|---|---|---|---|---|
| March 01, 2018 Filed Mar 2, 2018 22:10 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | SaleSeries C Common Stock | 14,282 | $22.96 | $327,914.72 |
DisclosureSEC source: 0001209191-18-015809 · doc4.xml · nonDerivative · entry 8 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,521 F3 · price: The price reported represents the weighted average sales price of shares of Series C common stock sold in multiple transactions at prices ranging from $22.953 to $22.965 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:10 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | Exercise / conversionSeries C Common Stock | 6,391 | $19.08 | $121,965.84 |
DisclosureSEC source: 0001209191-18-015809 · doc4.xml · nonDerivative · entry 7 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,803 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:10 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | SaleSeries A Common Stock | 6,391 | $24.42 | $156,087.39 |
DisclosureSEC source: 0001209191-18-015809 · doc4.xml · nonDerivative · entry 5 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,274 Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:10 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | Exercise / conversionSeries A Common Stock | 6,391 | $19.68 | $125,749.32 |
DisclosureSEC source: 0001209191-18-015809 · doc4.xml · nonDerivative · entry 4 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,665 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:10 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | GrantSeries A Common Stock | 20,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015809 · doc4.xml · nonDerivative · entry 3 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,274 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:10 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | Tax withholdingSeries C Common Stock | 507 | $22.98 | $11,650.86 |
DisclosureSEC source: 0001209191-18-015809 · doc4.xml · nonDerivative · entry 6 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,412 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:10 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | Tax withholdingSeries A Common Stock | 2,106 | $24.32 | $51,217.92 |
DisclosureSEC source: 0001209191-18-015809 · doc4.xml · nonDerivative · entry 2 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,714 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:10 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | GrantSeries A Common Stock | 9,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015809 · doc4.xml · nonDerivative · entry 1 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,820 F1 · shares: These shares represent performance-based restricted stock units. On February 28, 2018, the Compensation Committee certified that applicable performance goals had been satisfied. F2 · balance_after: Includes acquisition of 598 shares under the Discovery Employee Stock Purchase Plan on February 14, 2018. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 22:15 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | Tax withholdingSeries C Common Stock | 129 | $23.40 | $3,018.60 |
DisclosureSEC source: 0001209191-18-004599 · doc4.xml · nonDerivative · entry 1 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,919 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:32 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | Tax withholdingSeries C Common Stock | 465 | $27.87 | $12,959.55 |
DisclosureSEC source: 0001209191-17-017805 · doc4.xml · nonDerivative · entry 2 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,048 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:32 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | Tax withholdingSeries A Common Stock | 465 | $28.52 | $13,261.80 |
DisclosureSEC source: 0001209191-17-017805 · doc4.xml · nonDerivative · entry 1 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,118 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:34 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | Tax withholdingSeries C Common Stock | 551 | $28.07 | $15,466.57 |
DisclosureSEC source: 0001209191-17-016932 · doc4.xml · nonDerivative · entry 2 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,513 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:34 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | Tax withholdingSeries A Common Stock | 539 | $28.76 | $15,501.64 |
DisclosureSEC source: 0001209191-17-016932 · doc4.xml · nonDerivative · entry 1 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,583 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 23:42 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | GrantEmployee Stock Option (right to acquire) · Derivative | 55,580 | $0.00 Strike: $29.50 | $0.00 |
DisclosureSEC source: 0001209191-17-014951 · doc4.xml · derivative · entry 3 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,580 Underlying: Series A Common Stock · 55,580 shares Expires 2024-02-23 F3 · derivative.exercise_date: This option vests in four equal annual installments beginning February 23, 2018. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 23:42 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | GrantSeries C Common Stock | 3,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014951 · doc4.xml · nonDerivative · entry 2 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,064 F1 · shares: These shares represent performance-based restricted stock units. On February 23, 2017, the Compensation Committee certified that applicable performance goals had been satisfied. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 23:42 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | GrantSeries A Common Stock | 3,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014951 · doc4.xml · nonDerivative · entry 1 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,122 F1 · shares: These shares represent performance-based restricted stock units. On February 23, 2017, the Compensation Committee certified that applicable performance goals had been satisfied. F2 · balance_after: Includes acquisitions of 399, 62 and 485 shares under the Discovery Employee Stock Purchase Plan on May 20, 2016, August 17, 2016 and February 14, 2017, respectively. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 22:00 UTC | Warner Bros. Discovery, Inc. DISCA · Entity 2976 | Tax withholdingSeries C Common Stock | 134 | $27.14 | $3,636.76 |
DisclosureSEC source: 0001209191-17-004565 · doc4.xml · nonDerivative · entry 1 Leavy David · CIK 0001608489 · Chief Corp Ops & Comms Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,020 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.