Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Director | December 31, 2021 | February 02, 2022 |
| BOEING COBA · Entity 2862 | Director | April 01, 2024 | April 04, 2024 |
| Envision Healthcare CorpEVHC · Entity 162981 | Director | May 25, 2017 | May 30, 2017 |
| JOHNSON & JOHNSONJNJ · Entity 2722 | Director | February 15, 2022 | February 17, 2022 |
| Warby Parker Inc.WRBY · Entity 4234 | Director | June 08, 2026 | June 10, 2026 |
| agilon health, inc.AGL · Entity 4698 | Director | June 02, 2026 | June 05, 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.
AMERICAN EXPRESS CO
Report date December 31, 2021 · Filed February 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,625 |
Reported balance
After 2021-12-14 transaction · row 1
1 source rowRow 1 · 2021-12-14 · Gift · Disposed 28,500 · Balance 30,625 F1: The reported disposition represents a bona fide charitable gift made by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported disposition represents a bona fide charitable gift made by the reporting person.
BOEING CO
Report date April 01, 2024 · Filed April 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 26,222.747 |
Reported balance
After 2024-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-04-01 · Grant · Acquired 240.054 · Balance 26,222.747 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
Envision Healthcare Corp
Report date May 25, 2017 · Filed May 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 182,573 |
Reported balance
After 2017-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-05-25 · Grant · Acquired 3,124 · Balance 182,573 F1: Represents deferred stock units granted, pursuant to the Reporting Person's election, in lieu of the annual restricted stock unit award to non-employee directors for service on the Company's board of directors (the "Board"). The deferred stock units vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the Company's next annual shareholders meeting, in each case subject to continued service on the Board. Pursuant to the Reporting Person's election, once vested the settlement of these deferred stock units will be deferred until the earlier of the Reporting Person's termination of board service and a change in control of the Company. F2: The number of shares of common stock reported as beneficially owned by the reporting person has been reduced in order to correct a clerical error in the previous Form 4 filing. All reportable transactions have been previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units granted, pursuant to the Reporting Person's election, in lieu of the annual restricted stock unit award to non-employee directors for service on the Company's board of directors (the "Board"). The deferred stock units vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the Company's next annual shareholders meeting, in each case subject to continued service on the Board. Pursuant to the Reporting Person's election, once vested the settlement of these deferred stock units will be deferred until the earlier of the Reporting Person's termination of board service and a change in control of the Company.
F2: The number of shares of common stock reported as beneficially owned by the reporting person has been reduced in order to correct a clerical error in the previous Form 4 filing. All reportable transactions have been previously reported.
JOHNSON & JOHNSON
Report date February 15, 2022 · Filed February 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 25,673 |
Reported balance
After 2022-02-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-02-15 · Grant · Acquired 1,175 · Balance 25,673 F1: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date).
Warby Parker Inc.
Report date June 08, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 113,629 |
Reported balance
After 2026-06-08 transaction · row 1
1 source rowRow 1 · 2026-06-08 · Grant · Acquired 13,006 · Balance 113,629 F1: Represents a grant of fully-vested restricted stock units ("RSUs"), granted pursuant to the Warby Parker Inc. Amended and Restated Non-Employee Director Compensation Program. Each RSU unit represents a right to receive one share of Class A Common Stock. The RSUs will be settled in shares of Class A Common Stock following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; or (iii) the director's death. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 9,173 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,173 F2: Mr. Williams may be deemed to have voting power and dispositive power over the shares held by the Ronald A. Williams Revocable Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of fully-vested restricted stock units ("RSUs"), granted pursuant to the Warby Parker Inc. Amended and Restated Non-Employee Director Compensation Program. Each RSU unit represents a right to receive one share of Class A Common Stock. The RSUs will be settled in shares of Class A Common Stock following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; or (iii) the director's death.
F2: Mr. Williams may be deemed to have voting power and dispositive power over the shares held by the Ronald A. Williams Revocable Trust.
agilon health, inc.
Report date June 02, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 149,141 |
Reported balance
After 2026-06-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 2,133 · Balance 149,141 F1: Restricted stock units that vest in full on June 2, 2027, subject to continued service as a director F2: The amount of securities beneficially owned following the reported transaction reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026. F3: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units that vest in full on June 2, 2027, subject to continued service as a director
F2: The amount of securities beneficially owned following the reported transaction reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026.
F3: Includes restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Envision Healthcare Holdings, Inc.
Report date December 01, 2016 · Filed December 02, 2016
Section 16 reporting ended · disclosed 2016-12-02. 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 2016-12-01 transaction · row 1
1 source rowRow 1 · 2016-12-01 · Disposition to issuer · Disposed 535,941 · Balance 0 F1: Disposition pursuant to the terms of the Agreement and Plan of Merger, dated as of June 15, 2016, by and among Envision Healthcare Holdings, Inc., New Amethyst Corp. and AmSurg Corp. (the "Merger Agreement"), exempt under Rule 16b-3. F2: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time, each share of common stock held by the reporting person immediately prior to the Merger 2 Effective Time (as defined in the Merger Agreement) was assumed by New Amethyst and converted into a New Amethyst share of common stock having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in the Merger Agreement). |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition pursuant to the terms of the Agreement and Plan of Merger, dated as of June 15, 2016, by and among Envision Healthcare Holdings, Inc., New Amethyst Corp. and AmSurg Corp. (the "Merger Agreement"), exempt under Rule 16b-3.
F2: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time, each share of common stock held by the reporting person immediately prior to the Merger 2 Effective Time (as defined in the Merger Agreement) was assumed by New Amethyst and converted into a New Amethyst share of common stock having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in 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 |
|---|---|---|---|---|---|---|
| December 31, 2008 Filed Jan 5, 2009 19:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 1,212.84 | $18.55 | $22,500.61 |
DisclosureSEC source: 0001127602-09-000342 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,603.973 Underlying: Common Stock · 1,212.84 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 30, 2008 Filed Oct 2, 2008 18:38 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 611.75 | $36.78 | $22,500.17 |
DisclosureSEC source: 0001127602-08-007633 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,323.84 Underlying: Common Stock · 611.75 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 30, 2008 Filed Jul 2, 2008 14:28 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 547.83 | $41.07 | $22,499.93 |
DisclosureSEC source: 0001127602-08-004494 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,670.121 Underlying: Common Stock · 547.83 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| April 28, 2008 Filed Apr 30, 2008 21:04 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-002723 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,104.986 Underlying: Common Stock · 3,400 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 31, 2008 Filed Apr 2, 2008 19:52 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 504.934 | $44.56 | $22,499.86 |
DisclosureSEC source: 0001127602-08-002280 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,704.986 Underlying: Common Stock · 504.934 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| February 07, 2008 Filed Feb 8, 2008 17:01 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | PurchaseCommon Stock | 5,500 | $46.25 | $254,375.00 |
DisclosureSEC source: 0001127602-08-000868 · form4.xml · nonDerivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Read SEC document |
| December 31, 2007 Filed Jan 3, 2008 18:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 216.06 | $52.07 | $11,250.24 |
DisclosureSEC source: 0001127602-08-000039 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,183.289 Underlying: Common Stock · 216.06 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 28, 2007 Filed Oct 2, 2007 16:00 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 189.15 | $59.48 | $11,250.45 |
DisclosureSEC source: 0001127602-07-003979 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,956.756 Underlying: Common Stock · 189.15 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Company's Deferred Compensation Plan for Directors and Advisors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes share equivalent units acquired pursuant to a dividend reinvestment feature of the Company's Deferred Compensation Plan for Directors and Advisors and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 29, 2007 Filed Jul 3, 2007 19:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 181.1 | $62.12 | $11,249.75 |
DisclosureSEC source: 0001127602-07-002882 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,758.182 Underlying: Common Stock · 181.1 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Company?s Deferred Compensation Plan for Directors and Advisors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes share equivalent units acquired pursuant to a dividend reinvestment feature of the Company?s Deferred Compensation Plan for Directors and Advisors and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| April 23, 2007 Filed Apr 25, 2007 20:21 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-07-001582 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,577.093 Underlying: Common Stock · 3,400 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes share equivalent units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 30, 2007 Filed Apr 3, 2007 21:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 176.66 | $56.61 Strike: $0.00 | $10,000.02 |
DisclosureSEC source: 0001127602-07-001341 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176.66 Underlying: Common Stock · 176.66 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · shares: The reported share equivalent units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following terminatin of service as a Director. F3 · derivative.exercise_date: The Share equivalent units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share equivalent units are convertible immediately and have no expiration date. Read SEC document |
| February 22, 2007 Filed Feb 22, 2007 15:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | PurchaseCommon Stock | 2,000 | $58.59 | $117,180.00 |
DisclosureSEC source: 0001127602-07-000763 · form4.xml · nonDerivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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.