Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTRG · Entity 3473 | Director | June 23, 2026 | June 24, 2026 |
| RTX CorpUTX · Entity 2823 | EVP & Chief HR Officer | March 04, 2020 | March 05, 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.
Essential Utilities, Inc.
Report date June 23, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,636 |
Reported balance
After 2026-06-23 transaction · row 1
1 source rowRow 1 · 2026-06-23 · Grant · Acquired 3,666 · Balance 26,636 |
RTX Corp
Report date March 04, 2020 · Filed March 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,886.7824 |
Reported balance
After 2020-03-04 transaction · row 1
1 source rowRow 1 · 2020-03-04 · Sale · Disposed 4,185 · Balance 17,886.7824 |
| Common StockSEC Table I · non-derivative | IndirectBy Savings Plan Trustee | 15,110 |
Reported balance
Holding disclosure · report date 2020-03-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,110 |
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 10, 2014 Filed Feb 12, 2014 22:55 UTC | RTX Corp UTX · Entity 2823 | GrantCommon Stock | 3,414 | $111.60 | $381,002.40 |
DisclosureSEC source: 0001225208-14-004377 · doc4.xml · nonDerivative · entry 2 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,793.9193 F1 · shares: The acquisition of shares of UTC common stock represents the vesting of performance share units (PSUs) previously awarded on January 3, 2011 to the reporting person under the UTC 2005 Long-Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. The PSUs vested solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three-year performance period. Read SEC document |
| January 16, 2014 Filed Feb 12, 2014 22:55 UTC | RTX Corp UTX · Entity 2823 | GiftCommon Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-004377 · doc4.xml · nonDerivative · entry 1 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,379.9193 Read SEC document |
| January 02, 2014 Filed Jan 6, 2014 22:19 UTC | RTX Corp UTX · Entity 2823 | GrantStock Appreciation Right · Derivative | 35,000 | $112.49 Strike: $112.49 | $3,937,150.00 |
DisclosureSEC source: 0001225208-14-001031 · doc4.xml · derivative · entry 3 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2024-01-01 F1 · balance_after: The reporting person was also awarded 9,100 performance share units (PSUs) under the UTC Long Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. These PSUs vest solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three year time period. Read SEC document |
| November 15, 2013 Filed Nov 18, 2013 22:05 UTC | RTX Corp UTX · Entity 2823 | GiftCommon Stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-023797 · doc4.xml · nonDerivative · entry 1 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,379.2076 Read SEC document |
| May 15, 2013 Filed May 16, 2013 21:06 UTC | RTX Corp UTX · Entity 2823 | GrantRestricted Stock Units · Derivative | 11,131 | $95.81 | $1,066,461.11 |
DisclosureSEC source: 0001225208-13-012519 · doc4.xml · derivative · entry 3 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,131 Underlying: Common Stock · 11,131 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units vest on retirement from UTC on or after age 62 with a minimum of three years of service as a member of UTC's Executive Leadership Group. F1 · derivative.exercise_date: The Restricted Stock Units vest on retirement from UTC on or after age 62 with a minimum of three years of service as a member of UTC's Executive Leadership Group. F1 · derivative.expiration_date: The Restricted Stock Units vest on retirement from UTC on or after age 62 with a minimum of three years of service as a member of UTC's Executive Leadership Group. Read SEC document |
| March 15, 2013 Filed Mar 18, 2013 21:13 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,400 | $0.00 Strike: $46.76 | $0.00 |
DisclosureSEC source: 0001225208-13-007861 · doc4.xml · derivative · entry 4 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,400 shares Expires 2014-01-08 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 |
| March 15, 2013 Filed Mar 18, 2013 21:13 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 8,400 | $93.18 | $782,712.00 |
DisclosureSEC source: 0001225208-13-007861 · doc4.xml · nonDerivative · entry 2 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,380.7874 Read SEC document |
| March 15, 2013 Filed Mar 18, 2013 21:13 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 8,400 | $46.76 | $392,784.00 |
DisclosureSEC source: 0001225208-13-007861 · doc4.xml · nonDerivative · entry 1 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,780.7874 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 20, 2013 Filed Feb 22, 2013 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,400 | $46.76 Strike: $46.76 | $392,784.00 |
DisclosureSEC source: 0001225208-13-005120 · doc4.xml · derivative · entry 4 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,400 Underlying: Common Stock · 8,400 shares Expires 2014-01-08 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 20, 2013 Filed Feb 22, 2013 22:10 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 8,400 | $90.29 | $758,397.36 |
DisclosureSEC source: 0001225208-13-005120 · doc4.xml · nonDerivative · entry 2 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,330.0822 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.28 to $90.29. Upon request, UTC will provide full information as to the shares sold at each separate price. Read SEC document |
| February 20, 2013 Filed Feb 22, 2013 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 8,400 | $46.76 | $392,784.00 |
DisclosureSEC source: 0001225208-13-005120 · doc4.xml · nonDerivative · entry 1 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,730.0822 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 11, 2013 Filed Feb 13, 2013 22:09 UTC | RTX Corp UTX · Entity 2823 | Tax withholdingCommon Stock | 85.5323 | $89.61 | $7,664.55 |
DisclosureSEC source: 0001225208-13-003974 · doc4.xml · nonDerivative · entry 2 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,330.0822 Read SEC document |
| February 11, 2013 Filed Feb 13, 2013 22:09 UTC | RTX Corp UTX · Entity 2823 | GrantCommon Stock | 2,532 | $89.61 | $226,892.52 |
DisclosureSEC source: 0001225208-13-003974 · doc4.xml · nonDerivative · entry 1 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,415.6145 F1 · shares: The reporting person acquired UTC deferred stock units upon the vesting of performance share units (PSUs) previously awarded on January 4, 2010 to the reporting person under the UTC 2005 Long-Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. The PSUs vested solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three-year performance period. The reporting person previously elected to defer receipt of the actual shares of common stock that otherwise would be received upon the vesting of these PSUs and acquired instead deferred stock units that settle exclusively in shares and are included in Table I as common stock equivalents. Each deferred stock unit has a value equal to one share of UTC common stock. Read SEC document |
| February 11, 2013 Filed Mar 18, 2013 21:03 UTC Amendment | RTX Corp UTX · Entity 2823 | Tax withholdingCommon Stock | 83.5323 | $89.61 | $7,485.33 |
DisclosureSEC source: 0001225208-13-007859 · doc4a.xml · nonDerivative · entry 1 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,332.0822 F1 · shares: This amount has been changed to correct an inadvertent transposition of digits. The reporting person's holdings of Common Stock in column 5 have been adjusted accordingly. Read SEC document |
| January 02, 2013 Filed Jan 4, 2013 22:07 UTC | RTX Corp UTX · Entity 2823 | GrantStock Appreciation Right · Derivative | 31,400 | $0.00 Strike: $84.00 | $0.00 |
DisclosureSEC source: 0001225208-13-000877 · doc4.xml · derivative · entry 3 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,400 Underlying: Common Stock · 31,400 shares Expires 2023-01-01 F1 · balance_after: The reporting person was also awarded 7,690 performance share units (PSUs) under the UTC Long Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. These PSUs vest solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three year time period. Read SEC document |
| December 20, 2012 Filed Feb 28, 2014 22:06 UTC | RTX Corp UTX · Entity 2823 | GiftCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-006901 · doc4.xml · nonDerivative · entry 1 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,758.6145 Read SEC document |
| September 14, 2012 Filed Sep 18, 2012 22:12 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $31.71 | $0.00 |
DisclosureSEC source: 0001225208-12-019887 · doc4.xml · derivative · entry 4 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2013-01-01 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 |
| September 14, 2012 Filed Sep 18, 2012 22:12 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 10,000 | $82.24 | $822,420.00 |
DisclosureSEC source: 0001225208-12-019887 · doc4.xml · nonDerivative · entry 2 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,844.1852 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.22 to $82.29. Upon request, UTC will provide full information as to the shares sold at each separate price. Read SEC document |
| September 14, 2012 Filed Sep 18, 2012 22:12 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 10,000 | $31.71 | $317,050.00 |
DisclosureSEC source: 0001225208-12-019887 · doc4.xml · nonDerivative · entry 1 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,844.1852 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 |
| August 07, 2012 Filed Aug 9, 2012 21:08 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $31.71 | $0.00 |
DisclosureSEC source: 0001225208-12-017546 · doc4.xml · derivative · entry 6 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2013-01-01 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 |
| August 07, 2012 Filed Aug 9, 2012 21:08 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 8,600 | $78.28 | $673,208.00 |
DisclosureSEC source: 0001225208-12-017546 · doc4.xml · nonDerivative · entry 4 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,861.5684 Read SEC document |
| August 07, 2012 Filed Aug 9, 2012 21:08 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 900 | $78.28 | $70,453.80 |
DisclosureSEC source: 0001225208-12-017546 · doc4.xml · nonDerivative · entry 3 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,461.5684 Read SEC document |
| August 07, 2012 Filed Aug 9, 2012 21:08 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 500 | $78.30 | $39,150.00 |
DisclosureSEC source: 0001225208-12-017546 · doc4.xml · nonDerivative · entry 2 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,361.5684 Read SEC document |
| August 07, 2012 Filed Aug 9, 2012 21:08 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 10,000 | $31.71 | $317,050.00 |
DisclosureSEC source: 0001225208-12-017546 · doc4.xml · nonDerivative · entry 1 Amato Elizabeth B · CIK 0001555745 · SVP, Human Resources & Org. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,861.5684 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.