Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RTX CorpRTX · Entity 2823 | Director · Executive Chairman | March 20, 2021 | March 23, 2021 |
| TEXTRON INCTXT · Entity 3391 | Director | April 29, 2026 | May 01, 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 March 20, 2021 · Filed March 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 441,659 |
Ending reported balance
After 2021-03-22 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2021-03-20 · Exercise / conversion · Acquired 17,420 · Balance 439,644 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 · 2021-03-21 · Exercise / conversion · Acquired 16,091 · Balance 455,735 F1: Time-based restricted stock units (RSUs) that represent the right to receive one share of the Issuer's Common Stock per unit. Row 3 · 2021-03-22 · Tax withholding · Disposed 6,759 · Balance 448,976 Row 4 · 2021-03-22 · Tax withholding · Disposed 7,317 · Balance 441,659 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 317,360 |
Reported balance
After 2021-03-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-03-20 · Exercise / conversion · Disposed 17,420 · Balance 317,360 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 RSUs originally awarded on March 20, 2019. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 301,269 |
Reported balance
After 2021-03-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-03-21 · Exercise / conversion · Disposed 16,091 · Balance 301,269 F1: Time-based restricted stock units (RSUs) that represent the right to receive one share of the Issuer's Common Stock per unit. F3: Vesting of RSUs and delivery of shares with respect to the RSUs that were converted from Raytheon Company RSUs originally awarded on March 21, 2018. |
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 RSUs originally awarded on March 20, 2019.
F3: Vesting of RSUs and delivery of shares with respect to the RSUs that were converted from Raytheon Company RSUs originally awarded on March 21, 2018.
TEXTRON INC
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,162 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-29 · Grant · Acquired 2,061 · Balance 9,862 Row 2 · 2026-05-01 · Purchase · Acquired 10,300 · Balance 20,162 |
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 142,229 · 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 65,178 |
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 8,423 · Balance 65,178 F2: Time-based restricted stock units ("RSUs"), granted on March 29, 2017, that represent the right to receive one share of Raytheon Common Stock per unit. These RSUs were converted into shares of UTC Common Stock pursuant to the terms of the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 51,394 |
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 13,784 · Balance 51,394 F3: Time-based RSUs, granted on March 21, 2018, that represent the right to receive one share of Raytheon Common Stock per unit. These RSUs were converted into awards of UTC RSUs pursuant to the terms of the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,010 |
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 22,384 · Balance 29,010 F4: Time-based RSUs, granted on March 20, 2019, that represent the right to receive one share of Raytheon Common Stock per unit. These RSUs were converted into awards of UTC RSUs pursuant to the terms of the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-04-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-04-03 · Disposition to issuer · Disposed 29,010 · Balance 0 F5: Time-based RSUs, granted on March 25, 2020, that represent the right to receive one share of Raytheon Common Stock per unit. These RSUs were converted into awards of UTC RSUs pursuant to the terms of the Merger Agreement. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 69,805 |
Reported balance
After 2020-04-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-04-03 · Disposition to issuer · Disposed 44,193 · Balance 69,805 F6: Represents performance-based restricted stock units ("PSUs") earned at a specific level pursuant to the term 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 | 27,714 |
Reported balance
After 2020-04-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-04-03 · Disposition to issuer · Disposed 42,091 · Balance 27,714 F7: Represents PSUs earned at a specific level pursuant to the term 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 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-04-03 · Disposition to issuer · Disposed 27,714 · Balance 0 F8: Represents PSUs earned at a specific level pursuant to the term 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: Time-based restricted stock units ("RSUs"), granted on March 29, 2017, that represent the right to receive one share of Raytheon Common Stock per unit. These RSUs were converted into shares of UTC Common Stock pursuant to the terms of the Merger Agreement.
F3: Time-based RSUs, granted on March 21, 2018, that represent the right to receive one share of Raytheon Common Stock per unit. These RSUs were converted into awards of UTC RSUs pursuant to the terms of the Merger Agreement.
F4: Time-based RSUs, granted on March 20, 2019, that represent the right to receive one share of Raytheon Common Stock per unit. These RSUs were converted into awards of UTC RSUs pursuant to the terms of the Merger Agreement.
F5: Time-based RSUs, granted on March 25, 2020, that represent the right to receive one share of Raytheon Common Stock per unit. These RSUs were converted into awards of UTC RSUs pursuant to the terms of the Merger Agreement.
F6: Represents performance-based restricted stock units ("PSUs") earned at a specific level pursuant to the term 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.
F7: Represents PSUs earned at a specific level pursuant to the term 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.
F8: Represents PSUs earned at a specific level pursuant to the term 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 |
|---|---|---|---|---|---|---|
| November 27, 2017 Filed Nov 29, 2017 18:58 UTC | RAYTHEON CO/ RTN · Entity 149943 | Exercise / conversionCommon Stock | 1,231 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001047122-17-000176 · wf-form4_151199989414997.xml · nonDerivative · entry 1 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,162 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. F1 · price: Time-based restricted stock units (RSUs) that represent the right to receive one share of the Issuer's Common Stock per unit. Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 17:25 UTC | RAYTHEON CO/ RTN · Entity 149943 | SaleCommon Stock | 2,740 | $162.90 | $446,338.33 |
DisclosureSEC source: 0001047122-17-000137 · wf-form4_149687071109029.xml · nonDerivative · entry 2 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,931 F1 · shares: The stock sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 22, 2017. F3 · price: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $162.44 to $163.24 per share. Full information regarding the number of shares sold at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request. Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 17:25 UTC | RAYTHEON CO/ RTN · Entity 149943 | SaleCommon Stock | 7,963 | $161.75 | $1,288,031.97 |
DisclosureSEC source: 0001047122-17-000137 · wf-form4_149687071109029.xml · nonDerivative · entry 1 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,671 F1 · shares: The stock sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 22, 2017. F2 · price: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $161.40 to $162.39 per share. Full information regarding the number of shares sold at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request. Read SEC document |
| May 30, 2017 Filed May 31, 2017 18:27 UTC | RAYTHEON CO/ RTN · Entity 149943 | Tax withholdingCommon Stock | 4,659 | $162.84 | $758,671.56 |
DisclosureSEC source: 0001047122-17-000124 · wf-form4_149626961877860.xml · nonDerivative · entry 2 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,634 Read SEC document |
| May 30, 2017 Filed May 31, 2017 18:27 UTC | RAYTHEON CO/ RTN · Entity 149943 | Tax withholdingCommon Stock | 4,852 | $162.84 | $790,099.68 |
DisclosureSEC source: 0001047122-17-000124 · wf-form4_149626961877860.xml · nonDerivative · entry 1 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,293 Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 17:10 UTC | RAYTHEON CO/ RTN · Entity 149943 | GrantRestricted Stock Units · Derivative | 28,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001047122-17-000076 · wf-form4_149099464330681.xml · derivative · entry 1 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,109 Underlying: Common Stock · 28,961 shares Expires 2021-03-29 F1 · derivative.exercise_price: Time-based restricted stock units (RSUs) that represent the right to receive one share of the Issuer's Common Stock per unit. F2 · derivative.exercise_date: These RSUs vest in one-third increments on each of the second, third and fourth anniversaries of the date of grant and continue to vest (but do not accelerate) on the scheduled vesting dates into retirement, subject to the employee's compliance with certain post-employment covenants. Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 18:26 UTC | RAYTHEON CO/ RTN · Entity 149943 | SaleCommon Stock | 5,422 | $152.29 | $825,716.38 |
DisclosureSEC source: 0001047122-17-000060 · wf-form4_149073995775748.xml · nonDerivative · entry 1 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,145 F1 · shares: The stock sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 22, 2017. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 18:00 UTC | RAYTHEON CO/ RTN · Entity 149943 | Tax withholdingCommon Stock | 4,818 | $155.92 | $751,222.56 |
DisclosureSEC source: 0001047122-17-000049 · wf-form4_149022003604346.xml · nonDerivative · entry 1 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,567 Read SEC document |
| February 16, 2017 Filed Feb 16, 2017 20:05 UTC | RAYTHEON CO/ RTN · Entity 149943 | SaleCommon Stock | 36,682 | $151.53 | $5,558,537.17 |
DisclosureSEC source: 0001047122-17-000026 · wf-form4_148729353983223.xml · nonDerivative · entry 3 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,385 F2 · shares: The stock sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 11, 2016. F3 · price: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $151.13 to $151.98 per share. Full information regarding the number of shares sold at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 20:05 UTC | RAYTHEON CO/ RTN · Entity 149943 | Tax withholdingCommon Stock | 30,890 | $151.35 | $4,675,201.50 |
DisclosureSEC source: 0001047122-17-000026 · wf-form4_148729353983223.xml · nonDerivative · entry 2 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,067 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 20:05 UTC | RAYTHEON CO/ RTN · Entity 149943 | GrantCommon Stock | 67,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001047122-17-000026 · wf-form4_148729353983223.xml · nonDerivative · entry 1 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,957 F1 · shares: Shares of the Issuer's Common Stock issued to the Reporting Person pursuant to the settlement of such person's award under the Issuer's 2014-2016 Long-Term Performance Plan. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 17:20 UTC | RAYTHEON CO/ RTN · Entity 149943 | Exercise / conversionRestricted Stock Units · Derivative | 1,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001047122-16-000334 · wf-form4_148054440631286.xml · derivative · entry 3 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,148 Underlying: Common Stock · 1,339 shares Expires 2020-03-23 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. F1 · derivative.exercise_price: Time-based restricted stock units (RSUs) that represent the right to receive one share of the Issuer's Common Stock per unit. F2 · derivative.exercise_date: Vesting of RSUs and delivery of shares to satisfy federal tax obligations with respect to the RSUs awarded on March 23, 2016 pursuant to the Reporting Person's RSU Agreement. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 17:20 UTC | RAYTHEON CO/ RTN · Entity 149943 | Tax withholdingCommon Stock | 1,339 | $148.90 | $199,377.10 |
DisclosureSEC source: 0001047122-16-000334 · wf-form4_148054440631286.xml · nonDerivative · entry 2 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,385 Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 17:20 UTC | RAYTHEON CO/ RTN · Entity 149943 | Exercise / conversionCommon Stock | 1,339 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001047122-16-000334 · wf-form4_148054440631286.xml · nonDerivative · entry 1 Kennedy Thomas A · CIK 0001495635 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,724 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. F1 · price: Time-based restricted stock units (RSUs) that represent the right to receive one share of the Issuer's Common Stock per unit. 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.