Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BALCHEM CORPBCPC · Entity 3839 | Director | February 11, 2026 | February 13, 2026 |
| Origin Materials, Inc.ORGN · Entity 52695 | Director | May 06, 2025 | May 08, 2025 |
| PROCTER & GAMBLE CoPG · Entity 2814 | Chf Rsch, Dev & Innv Officer | December 15, 2020 | December 17, 2020 |
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.
BALCHEM CORP
Report date February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,429 |
Reported balance
After 2026-02-11 transaction · row 1
1 source rowRow 1 · 2026-02-11 · Grant · Acquired 870 · Balance 3,429 F1: Ownership of restricted stock vests in Reporting Person 1 year following the grant date, subject to restrictions of transfer in accordance with the provisions of the Restricted Stock Grant Agreement between the Issuer and the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Ownership of restricted stock vests in Reporting Person 1 year following the grant date, subject to restrictions of transfer in accordance with the provisions of the Restricted Stock Grant Agreement between the Issuer and the Reporting Person.
Origin Materials, Inc.
Report date May 06, 2025 · Filed May 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 451,076 |
Reported balance
After 2025-05-06 transaction · row 1
1 source rowRow 1 · 2025-05-06 · Grant · Acquired 172,894 · Balance 451,076 F1: Represents the number of shares of Common Stock underlying restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The RSUs vest on the earlier of May 6, 2026 or the Issuer's next annual meeting of stockholders, provided that Reporting Person continues to provide services to the Company through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Common Stock underlying restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The RSUs vest on the earlier of May 6, 2026 or the Issuer's next annual meeting of stockholders, provided that Reporting Person continues to provide services to the Company through such vesting date.
PROCTER & GAMBLE Co
Report date December 15, 2020 · Filed December 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,606.2756 |
Reported balance
After 2020-12-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-12-15 · Exercise / conversion · Acquired 63.3483 · Balance 23,606.2756 F1: 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 | Direct | 23,542.9273 |
Reported balance
After 2020-12-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-12-15 · Tax withholding · Disposed 63.3483 · Balance 23,542.9273 F2: Shares withheld to cover taxes on previous Restricted Stock Unit grants. |
| Common StockSEC Table I · non-derivative | Direct | 23,508.7394 |
Reported balance
After 2020-12-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2020-12-15 · Tax withholding · Disposed 34.1879 · Balance 23,508.7394 F2: Shares withheld to cover taxes on previous Restricted Stock Unit grants. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 534.387 |
Reported balance
After 2020-11-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-11-16 · Grant · Acquired 34.188 · Balance 534.387 F3: Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program. All such RSUs represent a contingent right to receive Procter & Gamble common stock. F4: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 831.6517 |
Reported balance
After 2020-12-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-12-15 · Exercise / conversion · Disposed 63.3483 · Balance 831.6517 F5: Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2020. F4: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Plan Trustee | 11,361.4672 |
Reported balance
Holding disclosure · report date 2020-12-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 11,361.4672 |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes grant of dividend equivalents in the form of Restricted Stock Units (RSU's) settled in common stock.
F2: Shares withheld to cover taxes on previous Restricted Stock Unit grants.
F3: Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program. All such RSUs represent a contingent right to receive Procter & Gamble common stock.
F4: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account.
F5: Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2020.
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 |
|---|---|---|---|---|---|---|
| September 30, 2015 Filed Nov 18, 2015 21:25 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantSeries A Preferred Stock · Derivative | 181.0773 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-031863 · form4.xml · derivative · entry 4 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Retirement Plan Trustee Disclosed balance after: 11,475.9837 Underlying: Common Stock · 181.0773 shares Expires not disclosed F5 · derivative.exercise_price: Higher of $6.82 (adjusted for 2-for-1 stock split effective May 21, 2004) or market price of Common Stock. F6 · date: Series A Preferred Stock allocated to officer's Retirement Plan account pursuant to Retirement Plan provisions for the 3-month period ending 9/30/2015. F6 · price: Series A Preferred Stock allocated to officer's Retirement Plan account pursuant to Retirement Plan provisions for the 3-month period ending 9/30/2015. F7 · derivative.exercise_date: Shares held by Retirement Plan Trustees. If employee 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. F7 · derivative.expiration_date: Shares held by Retirement Plan Trustees. If employee 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 17, 2015 Filed Aug 19, 2015 19:40 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantRestricted Stock Units · Derivative | 5.643 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-025362 · form4.xml · derivative · entry 3 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20.184 Underlying: Common Stock · 5.643 shares Expires not disclosed F2 · derivative.exercise_price: Dividend equivalents in the form of Retirement RSU's previously awarded pursuant to Issuer's retirement program. All such RSU's represent a contingent right to receive Procter & Gamble common stock or cash settlement. F3 · derivative.exercise_date: These units will deliver in shares or cash settlement on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. F3 · derivative.expiration_date: These units will deliver in shares or cash settlement on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. Read SEC document |
| August 06, 2015 Filed Aug 7, 2015 20:10 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionRestricted Stock Units · Derivative | 52 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-15-024471 · form4.xml · derivative · entry 5 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746 Underlying: Common Stock · 52 shares Expires not disclosed 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. F2 · derivative.exercise_price: Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2015. F4 · price: Converted on 8/6/2015 to common stock to cover taxes withheld on grant of Restricted Stock Units. F3 · derivative.exercise_date: These units deliver in shares or cash settlement on retirement from the Company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. F3 · derivative.expiration_date: These units deliver in shares or cash settlement on retirement from the Company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. Read SEC document |
| August 06, 2015 Filed Aug 7, 2015 20:10 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantRestricted Stock Units · Derivative | 798 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-024471 · form4.xml · derivative · entry 4 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 798 Underlying: Common Stock · 798 shares Expires not disclosed F2 · derivative.exercise_price: Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2015. F3 · derivative.exercise_date: These units deliver in shares or cash settlement on retirement from the Company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. F3 · derivative.expiration_date: These units deliver in shares or cash settlement on retirement from the Company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. Read SEC document |
| August 06, 2015 Filed Aug 7, 2015 20:10 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Tax withholdingCommon Stock | 52 | $75.62 | $3,932.24 |
DisclosureSEC source: 0001127602-15-024471 · form4.xml · nonDerivative · entry 2 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,114.491 Read SEC document |
| August 06, 2015 Filed Aug 7, 2015 20:10 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 52 | $75.62 | $3,932.24 |
DisclosureSEC source: 0001127602-15-024471 · form4.xml · nonDerivative · entry 1 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,166.491 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 |
| June 30, 2015 Filed Jul 1, 2015 18:02 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Tax withholdingCommon Stock | 197 | $78.50 | $15,463.52 |
DisclosureSEC source: 0001127602-15-021717 · form4.xml · nonDerivative · entry 1 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,114.491 F1 · shares: Shares withheld for taxes on previous RSU grant Read SEC document |
| May 15, 2015 Filed May 18, 2015 21:35 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantRestricted Stock Units · Derivative | 5.204 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-017723 · form4.xml · derivative · entry 3 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14.541 Underlying: Common Stock · 5.204 shares Expires not disclosed F3 · derivative.exercise_price: Dividend equivalents in the form of Retirement RSU's previously awarded pursuant to Issuer's retirement program. All such RSU's represent a contingent right to receive Procter & Gamble common stock or cash settlement. F4 · derivative.exercise_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. F4 · derivative.expiration_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. Read SEC document |
| February 27, 2015 Filed Mar 3, 2015 20:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantStock Option (Right to Buy) · Derivative | 45,813 | $0.00 Strike: $85.13 | $0.00 |
DisclosureSEC source: 0001127602-15-009408 · form4.xml · derivative · entry 3 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,813 Underlying: Common Stock · 45,813 shares Expires 2025-02-27 F2 · derivative.exercise_price: Employee stock option granted pursuant to Issuer's 2014 Stock and Incentive Compensation Plan. Read SEC document |
| February 27, 2015 Filed Mar 3, 2015 20:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 3,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-009408 · form4.xml · nonDerivative · entry 1 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,267.653 F1 · price: Restricted Stock Units awarded pursuant to Issuer's 2014 Stock and Incentive Compensation Plan. Read SEC document |
| February 17, 2015 Filed Feb 19, 2015 22:02 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantRestricted Stock Units · Derivative | 4.747 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-007181 · form4.xml · derivative · entry 3 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9.337 Underlying: Common Stock · 4.747 shares Expires not disclosed F3 · derivative.exercise_price: Dividend equivalents in the form of Retirement RSU's previously awarded pursuant to Issuer's retirement program. All such RSU's represent a contingent right to receive Procter & Gamble common stock or cash settlement. F4 · derivative.exercise_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. F4 · derivative.expiration_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. Read SEC document |
| November 17, 2014 Filed Nov 18, 2014 21:33 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantRestricted Stock Units · Derivative | 4.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-032634 · form4.xml · derivative · entry 3 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4.59 Underlying: Common Stock · 4.59 shares Expires not disclosed F2 · derivative.exercise_price: Dividend equivalents in the form of Retirement RSU's previously awarded pursuant to Issuer's retirement program. All such RSU's represent a contingent right to receive Procter & Gamble common stock or cash settlement. F3 · derivative.exercise_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. F3 · derivative.expiration_date: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. Read SEC document |
| November 03, 2014 Filed Nov 3, 2014 20:13 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Tax withholdingCommon Stock | 1,418 | $86.78 | $123,058.58 |
DisclosureSEC source: 0001127602-14-030786 · form4.xml · nonDerivative · entry 1 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,134.005 F1 · shares: Shares withheld to cover taxes on previous Restricted Stock Unit grant. F2 · price: Weighted average price of the shares sold. The price range was $86.781 to $86.787. Full information regarding the number of shares sold at each separate price available upon request. Read SEC document |
| September 30, 2014 Filed Nov 3, 2014 20:13 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantSeries A Preferred Stock · Derivative | 190.4256 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-030786 · form4.xml · derivative · entry 3 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Retirement Plan Trustee Disclosed balance after: 11,294.9064 Underlying: Common Stock · 190.4256 shares Expires not disclosed F4 · derivative.exercise_price: Higher of $6.82 (adjusted for 2-for-1 stock split effective May 21, 2004) or market price of Common Stock. F5 · date: Series A Preferred Stock allocated to officer's Retirement Plan account pursuant to Retirement Plan provisions for the 3-month period ending 9/30/2014. F5 · price: Series A Preferred Stock allocated to officer's Retirement Plan account pursuant to Retirement Plan provisions for the 3-month period ending 9/30/2014. F6 · derivative.exercise_date: Shares held by Retirement Plan Trustees. If employee 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. F6 · derivative.expiration_date: Shares held by Retirement Plan Trustees. If employee 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 07, 2014 Filed Aug 11, 2014 19:07 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionRestricted Stock Units · Derivative | 44 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-14-025114 · form4.xml · derivative · entry 5 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626 Underlying: Common Stock · 44 shares Expires not disclosed 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. F2 · derivative.exercise_price: Retirement award in the form of Restricted Stock Units which represent a contingent right to receive Procter & Gamble common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2014. F4 · price: Converted on 8/7/2014 to common stock to cover taxes withheld on grant of Restricted Stock Units. F3 · derivative.exercise_date: These units deliver in shares or cash settlement on retirement from the Company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. F3 · derivative.expiration_date: These units deliver in shares or cash settlement on retirement from the Company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. Read SEC document |
| August 07, 2014 Filed Aug 11, 2014 19:07 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantRestricted Stock Units · Derivative | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-025114 · form4.xml · derivative · entry 4 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 Underlying: Common Stock · 670 shares Expires not disclosed F2 · derivative.exercise_price: Retirement award in the form of Restricted Stock Units which represent a contingent right to receive Procter & Gamble common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2014. F3 · derivative.exercise_date: These units deliver in shares or cash settlement on retirement from the Company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. F3 · derivative.expiration_date: These units deliver in shares or cash settlement on retirement from the Company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. Read SEC document |
| August 07, 2014 Filed Aug 11, 2014 19:07 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Tax withholdingCommon Stock | 44 | $80.60 | $3,546.18 |
DisclosureSEC source: 0001127602-14-025114 · form4.xml · nonDerivative · entry 2 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,510.789 Read SEC document |
| August 07, 2014 Filed Aug 11, 2014 19:07 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 44 | $80.60 | $3,546.18 |
DisclosureSEC source: 0001127602-14-025114 · form4.xml · nonDerivative · entry 1 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,554.789 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 28, 2014 Filed Mar 4, 2014 21:02 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantStock Option (Right to Buy) · Derivative | 58,480 | $0.00 Strike: $78.66 | $0.00 |
DisclosureSEC source: 0001127602-14-009937 · form4.xml · derivative · entry 3 Fish Kathleen B · CIK 0001598156 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,480 Underlying: Common Stock · 58,480 shares Expires 2024-02-28 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.