Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ibotta, Inc.IBTA · Entity 2177 | Director | May 19, 2026 | May 21, 2026 |
| MCCORMICK & CO INCMKC · Entity 1416 | Director | April 28, 2026 | June 11, 2026 |
| PROCTER & GAMBLE CoPG · Entity 2814 | Controller, Treas. & Group VP | February 26, 2021 | February 26, 2021 |
| Zoomcar Holdings, Inc.IOAC · Entity 8624 | Director | October 26, 2021 | October 27, 2021 |
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.
Ibotta, Inc.
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 35,631 |
Reported balance
After 2026-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 5,988 · Balance 35,631 F1: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 19, 2027, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date. F2: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant. F3: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 19, 2027, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date.
F2: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant.
F3: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
MCCORMICK & CO INC
Report date April 28, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock - VotingSEC Table I · non-derivative | Direct | 2,573.77 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Other · Acquired 3.29 · Balance 2,573.77 F1: Dividend Reinvestment |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend Reinvestment
PROCTER & GAMBLE Co
Report date February 26, 2021 · Filed February 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,417.7345 |
Reported balance
After 2021-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-26 · Sale · Disposed 1,811 · Balance 24,417.7345 F1: Shares sold to cover tax obligation upon settlement of Restricted Stock Unit award. F2: Weighted average price of the shares sold. The price range was $124.58 to $126.54. Full information regarding the number of shares sold at each separate price available upon request. F3: Total includes grant of dividend equivalents in the form of Restricted Stock Units (RSU's) settled in common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Plan Trustees | 8,322.4858 |
Reported balance
Holding disclosure · report date 2021-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,322.4858 F4: Reflects adjustment to PST through December 31, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to cover tax obligation upon settlement of Restricted Stock Unit award.
F2: Weighted average price of the shares sold. The price range was $124.58 to $126.54. Full information regarding the number of shares sold at each separate price available upon request.
F3: Total includes grant of dividend equivalents in the form of Restricted Stock Units (RSU's) settled in common stock.
F4: Reflects adjustment to PST through December 31, 2020.
Zoomcar Holdings, Inc.
Report date October 26, 2021 · Filed October 27, 2021
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ANIXTER INTERNATIONAL INC
Report date June 22, 2020 · Filed June 23, 2020
Section 16 reporting ended · disclosed 2020-06-23. 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 2020-06-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-06-22 · Disposition to issuer · Disposed 13,355 · Balance 0 F1: On June 22, 2020, Anixter International, Inc. (the "Issuer") was acquired by WESCO International, Inc. ("WESCO") pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 10, 2020, by and among the Issuer, WESCO and Warrior Merger Sub, Inc., a wholly owned subsidiary of WESCO (the "Merger"). F2: Includes 9,845 restricted common stock units. F3: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock (subject to limited exceptions) converted into the right to receive (i) $72.82 in cash, without interest, as adjusted pursuant to the Merger Agreement (the "Cash Consideration"), (ii) 0.2397 shares of common stock of WESCO (the "Common Stock Consideration") and (iii) 0.6356 depositary shares (the "Preferred Stock Consideration"), each representing a 1/1,000th interest in a share of newly issued fixed-rate reset cumulative perpetual WESCO preferred stock, Series A, $25,000 stated amount per whole preferred share (the "WESCO Series A Preferred Stock" and, collectively with the Cash Consideration and the Common Stock Consideration, the "Merger Consideration"). F4: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted common stock unit granted prior to January 10, 2020 became fully vested (in the case of any performance-based restricted stock units, with the level of achievement of performance-based vesting criteria measured in accordance with the terms of the applicable award agreement) and was cancelled in exchange for the right to receive, in consideration of and in full settlement thereof, in respect of each share of Issuer common stock underlying such award, a cash payment (without interest) equal to the value of the Merger Consideration. Each outstanding restricted common stock unit granted on or after January 10, 2020 was converted into a cash-settled WESCO phantom stock unit. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 22, 2020, Anixter International, Inc. (the "Issuer") was acquired by WESCO International, Inc. ("WESCO") pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 10, 2020, by and among the Issuer, WESCO and Warrior Merger Sub, Inc., a wholly owned subsidiary of WESCO (the "Merger").
F2: Includes 9,845 restricted common stock units.
F3: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock (subject to limited exceptions) converted into the right to receive (i) $72.82 in cash, without interest, as adjusted pursuant to the Merger Agreement (the "Cash Consideration"), (ii) 0.2397 shares of common stock of WESCO (the "Common Stock Consideration") and (iii) 0.6356 depositary shares (the "Preferred Stock Consideration"), each representing a 1/1,000th interest in a share of newly issued fixed-rate reset cumulative perpetual WESCO preferred stock, Series A, $25,000 stated amount per whole preferred share (the "WESCO Series A Preferred Stock" and, collectively with the Cash Consideration and the Common Stock Consideration, the "Merger Consideration").
F4: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted common stock unit granted prior to January 10, 2020 became fully vested (in the case of any performance-based restricted stock units, with the level of achievement of performance-based vesting criteria measured in accordance with the terms of the applicable award agreement) and was cancelled in exchange for the right to receive, in consideration of and in full settlement thereof, in respect of each share of Issuer common stock underlying such award, a cash payment (without interest) equal to the value of the Merger Consideration. Each outstanding restricted common stock unit granted on or after January 10, 2020 was converted into a cash-settled WESCO phantom stock unit.
Sovos Brands, Inc.
Report date March 12, 2024 · Filed March 14, 2024
Section 16 reporting ended · disclosed 2024-03-14. 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 |
Ending reported balance
After 2024-03-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-12 · Disposition to issuer · Disposed 15,229 · Balance 6,413 F1: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company (Campbell's) pursuant to the Agreement and Plan of Merger dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F2: Shares of Issuer common stock were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement. Row 2 · 2024-03-12 · Disposition to issuer · Disposed 6,413 · Balance 0 F1: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company (Campbell's) pursuant to the Agreement and Plan of Merger dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F3: Restricted stock units previously granted to the Reporting Person by the Issuer were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company (Campbell's) pursuant to the Agreement and Plan of Merger dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer.
F2: Shares of Issuer common stock were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement.
F3: Restricted stock units previously granted to the Reporting Person by the Issuer were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to 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 |
|---|---|---|---|---|---|---|
| February 21, 2006 Filed Feb 23, 2006 19:51 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | SaleCommon Stock | 1,370 | $60.87 | $83,397.38 |
DisclosureSEC source: 0000080424-06-000030 · doc4.xml · nonDerivative · entry 1 Sheppard Valarie L · CIK 0001334175 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,368 Read SEC document |
| February 14, 2006 Filed Feb 16, 2006 21:12 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (right to buy) · Derivative | 1,370 | $20.30 Strike: $20.30 | $27,805.79 |
DisclosureSEC source: 0000080424-06-000021 · primary_doc.xml · derivative · entry 2 Sheppard Valarie L · CIK 0001334175 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,370 shares Expires 2006-03-01 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 |
| February 14, 2006 Filed Feb 16, 2006 21:12 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 1,370 | $20.30 | $27,805.79 |
DisclosureSEC source: 0000080424-06-000021 · primary_doc.xml · nonDerivative · entry 1 Sheppard Valarie L · CIK 0001334175 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,738 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 |
| December 31, 2005 Filed Feb 23, 2006 19:51 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantSeries A Preferred Stock · Derivative | 3.1601 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-06-000030 · doc4.xml · derivative · entry 3 Sheppard Valarie L · CIK 0001334175 · Comptroller 10b5-1 filing: Not disclosed Ownership: Indirect · By Retirement Plan Trustees Disclosed balance after: 4,818.7072 Underlying: Common Stock · 3.1601 shares Expires not disclosed F2 · derivative.exercise_price: Higher of $6.82 (adjusted for 2-for-1 stock split effective May 21, 2004) or market price of Common Stock. F3 · date: Series A Preferred Stock allocated to officer's Retirement Plan Account pursuant to formula award provision for the period 10/1/0 5 through 12/31/05. F5 · price: Series A Preferred Stock allocated to officer's Retirement Plan account pursuant to Retirement Plan provisions. F4 · derivative.exercise_date: Shares held by Retirement Plan Trustees. If officer terminates employment and elects distribution of shares, or, if after age 50 elects alternative investment within Plan, Preferred Stock converted/redeemed at specified conversion/exercise price. F4 · derivative.expiration_date: Shares held by Retirement Plan Trustees. If officer terminates employment and elects distribution of shares, or, if after age 50 elects alternative investment within Plan, Preferred Stock converted/redeemed at specified conversion/exercise price. Read SEC document |
| August 04, 2005 Filed Aug 8, 2005 20:53 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000121 · doc4.xml · nonDerivative · entry 1 Sheppard Valarie L · CIK 0001334175 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,368 F1 · price: Shares awarded pursuant to Issuer's 2001 Stock and Incentive Compensation Plan. 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.