Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | SVP & General Counsel | February 18, 2021 | February 22, 2021 |
| FORD MOTOR COF · Entity 1829 | CAO and General Counsel | March 04, 2020 | March 06, 2020 |
| Vertex, Inc.VERX · Entity 4427 | Director | June 10, 2026 | June 12, 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.
COCA COLA CO
Report date February 18, 2021 · Filed February 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.44 · Expires 2031-02-18 | Direct | 53,779 |
Reported balance
After 2021-02-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-02-18 · Grant · Acquired 53,779 · Balance 53,779 F2: Options (with tax withholding right) granted on February 18, 2021 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant becomes exercisable on each of the first, second, third and fourth anniversaries of the grant date. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 76,507 |
Reported balance
Holding disclosure · report date 2021-02-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 76,507 |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy 401(k) Plan | 241 |
Reported balance
Holding disclosure · report date 2021-02-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 241 F1: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 17, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 17, 2021.
F2: Options (with tax withholding right) granted on February 18, 2021 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant becomes exercisable on each of the first, second, third and fourth anniversaries of the grant date.
FORD MOTOR CO
Report date March 04, 2020 · Filed March 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 176,383 |
Ending reported balance
After 2020-03-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-03-04 · Exercise / conversion · Acquired 35,959 · Balance 186,671 F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Row 2 · 2020-03-04 · Tax withholding · Disposed 10,288 · Balance 176,383 F2: These shares were withheld by the Company to cover my income tax liability relating to the award vesting of Common Stock under the Company's Long-Term Incentive Plan. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 73,008 |
Reported balance
After 2020-03-04 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-03-04 · Exercise / conversion · Disposed 35,959 · Balance 73,008 F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 146,892 |
Reported balance
After 2020-03-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-03-04 · Grant · Acquired 146,892 · Balance 146,892 F3: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2020), 66% after two years, and in full after three years. |
| Common Stock, $0.01 par valueSEC Table I · non-derivative | IndirectBy Company Plan | 62,453 |
Reported balance
Holding disclosure · report date 2020-03-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 62,453 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan.
F2: These shares were withheld by the Company to cover my income tax liability relating to the award vesting of Common Stock under the Company's Long-Term Incentive Plan.
F3: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2020), 66% after two years, and in full after three years.
Vertex, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 68,500 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 15,638 · Balance 68,500 F1: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.
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 03, 2017 Filed Mar 6, 2017 21:53 UTC | FORD MOTOR CO F · Entity 1829 | Tax withholdingCommon Stock, $0.01 par value | 1,335 | $12.64 | $16,874.40 |
DisclosureSEC source: 0001209191-17-018376 · doc4.xml · nonDerivative · entry 2 Gayton Bradley M · CIK 0001660138 · GVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,808 F2 · kind: These shares were withheld by the Company to cover my income tax liability relating to a grant to me of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:53 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 4,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018376 · doc4.xml · nonDerivative · entry 1 Gayton Bradley M · CIK 0001660138 · GVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,143 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 · kind: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:53 UTC | FORD MOTOR CO F · Entity 1829 | GrantFord Stock Units · Derivative | 39,494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018376 · doc4.xml · derivative · entry 5 Gayton Bradley M · CIK 0001660138 · GVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,494 Underlying: Common Stock, $0.01 par value · 39,494 shares Expires not disclosed F4 · derivative.exercise_price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · kind: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · derivative.exercise_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · derivative.expiration_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 21:07 UTC | FORD MOTOR CO F · Entity 1829 | OtherCommon Stock, $0.01 par value | 23,492 | $12.77 | $299,992.84 |
DisclosureSEC source: 0001209191-16-155142 · doc4.xml · nonDerivative · entry 1 Gayton Bradley M · CIK 0001660138 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Plan Disclosed balance after: 23,492 F1 · kind: The reported transaction, exempt under Rule 16b-3(f), involved an intra-plan transfer under the Company's Savings and Stock Investment Plan. Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 21:07 UTC | FORD MOTOR CO F · Entity 1829 | SaleCommon Stock, $0.01 par value | 12,278 | $12.44 | $152,762.88 |
DisclosureSEC source: 0001209191-16-153648 · doc4.xml · nonDerivative · entry 1 Gayton Bradley M · CIK 0001660138 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price shown is the weighted average sales price for the reported transaction. The range of prices at which common stock was sold for the reported transaction was $12.4400 to $12.4425. A breakdown of each transaction will be provided upon request. 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.