Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABUNDIA GLOBAL IMPACT GROUP, INC.AGIG · Entity 7206 | Director | June 25, 2026 | June 29, 2026 |
| RTX CorpUTX · Entity 2823 | Corporate VP, Controller | February 10, 2020 | February 12, 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.
ABUNDIA GLOBAL IMPACT GROUP, INC.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.91 · Expires 2036-06-25 | Direct | 131,870 |
Reported balance
After 2026-06-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 131,870 · Balance 131,870 F1: Such option was received as compensation for the reporting person's services as a member of the board of directors of the issuer and its exercise is subject to quarterly vesting over a period of twelve months from the date of grant. The reporting person disclaims beneficial ownership of such option and the shares of common stock issuable upon exercise thereof until its issuance pursuant to the issuer's 2025 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Such option was received as compensation for the reporting person's services as a member of the board of directors of the issuer and its exercise is subject to quarterly vesting over a period of twelve months from the date of grant. The reporting person disclaims beneficial ownership of such option and the shares of common stock issuable upon exercise thereof until its issuance pursuant to the issuer's 2025 Equity Incentive Plan.
RTX Corp
Report date February 10, 2020 · Filed February 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,107 |
Ending reported balance
After 2020-02-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-10 · Grant · Acquired 1,893 · Balance 2,727 F1: The acquisition of shares of UTC common stock represents the vesting of performance share units (PSUs) previously awarded on January 3, 2017 to the reporting person under the United Technologies Corporation 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 return on invested capital, earnings per share growth and total shareholder return relative to the S&P 500 index over a three-year time period. The performance criteria were satisfied at the 114% level. Row 2 · 2020-02-10 · Tax withholding · Disposed 620 · Balance 2,107 |
| Common StockSEC Table I · non-derivative | IndirectBy Savings Plan Trustee | 4,313 |
Reported balance
Holding disclosure · report date 2020-02-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,313 |
Filing footnotes · ownership attribution and instrument terms
F1: The acquisition of shares of UTC common stock represents the vesting of performance share units (PSUs) previously awarded on January 3, 2017 to the reporting person under the United Technologies Corporation 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 return on invested capital, earnings per share growth and total shareholder return relative to the S&P 500 index over a three-year time period. The performance criteria were satisfied at the 114% level.
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 |
|---|---|---|---|---|---|---|
| December 13, 2017 Filed Dec 15, 2017 21:35 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionStock Appreciation Right · Derivative | 1,500 | $0.00 Strike: $71.63 | $0.00 |
DisclosureSEC source: 0001225208-17-018744 · doc4.xml · derivative · entry 5 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 1,500 shares Expires 2020-01-03 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 13, 2017 Filed Dec 15, 2017 21:35 UTC | RTX Corp UTX · Entity 2823 | Disposition to issuerCommon Stock | 864 | $124.35 | $107,438.40 |
DisclosureSEC source: 0001225208-17-018744 · doc4.xml · nonDerivative · entry 3 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 13, 2017 Filed Dec 15, 2017 21:35 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 636 | $124.35 | $79,088.06 |
DisclosureSEC source: 0001225208-17-018744 · doc4.xml · nonDerivative · entry 2 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 864 Read SEC document |
| December 13, 2017 Filed Dec 15, 2017 21:35 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 1,500 | $71.63 | $107,445.00 |
DisclosureSEC source: 0001225208-17-018744 · doc4.xml · nonDerivative · entry 1 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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 · shares: The Stock Appreciation Rights (SARs) were settled in shares in accordance with terms of the award. For Section 16 reporting purposes, the exercise of SARs for stock is treated as an exempt acquisition of the shares underlying the SARs at the exercise price per share specified in the award of SARs and a simultaneous sale back to the issuer of a number of the underlying shares having a value, based on the market price of the issuer's stock on the date of the exercise, equal to the product of the number of underlying SARs times the exercise price per share. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionStock Appreciation Right · Derivative | 2,000 | $0.00 Strike: $71.63 | $0.00 |
DisclosureSEC source: 0001225208-17-018481 · doc4.xml · derivative · entry 5 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 2,000 shares Expires 2020-01-03 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 07, 2017 Filed Dec 11, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | Disposition to issuerCommon Stock | 1,167 | $122.67 | $143,155.89 |
DisclosureSEC source: 0001225208-17-018481 · doc4.xml · nonDerivative · entry 3 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 833 | $122.66 | $102,175.78 |
DisclosureSEC source: 0001225208-17-018481 · doc4.xml · nonDerivative · entry 2 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,167 Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 2,000 | $71.63 | $143,260.00 |
DisclosureSEC source: 0001225208-17-018481 · doc4.xml · nonDerivative · entry 1 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 · shares: The Stock Appreciation Rights (SARs) were settled in shares in accordance with terms of the award. For Section 16 reporting purposes, the exercise of SARs for stock is treated as an exempt acquisition of the shares underlying the SARs at the exercise price per share specified in the award of SARs and a simultaneous sale back to the issuer of a number of the underlying shares having a value, based on the market price of the issuer's stock on the date of the exercise, equal to the product of the number of underlying SARs times the exercise price per share. Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionStock Appreciation Right · Derivative | 2,100 | $0.00 Strike: $71.63 | $0.00 |
DisclosureSEC source: 0001225208-17-017982 · doc4.xml · derivative · entry 5 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Underlying: Common Stock · 2,100 shares Expires 2020-01-03 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 |
| November 29, 2017 Filed Dec 1, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | Disposition to issuerCommon Stock | 1,273 | $118.08 | $150,315.84 |
DisclosureSEC source: 0001225208-17-017982 · doc4.xml · nonDerivative · entry 3 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 827 | $118.06 | $97,635.29 |
DisclosureSEC source: 0001225208-17-017982 · doc4.xml · nonDerivative · entry 2 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,273 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 2,100 | $71.63 | $150,423.00 |
DisclosureSEC source: 0001225208-17-017982 · doc4.xml · nonDerivative · entry 1 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,100 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 · shares: The Stock Appreciation Rights (SARs) were settled in shares in accordance with terms of the award. For Section 16 reporting purposes, the exercise of SARs for stock is treated as an exempt acquisition of the shares underlying the SARs at the exercise price per share specified in the award of SARs and a simultaneous sale back to the issuer of a number of the underlying shares having a value, based on the market price of the issuer's stock on the date of the exercise, equal to the product of the number of underlying SARs times the exercise price per share. Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:33 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionStock Appreciation Right · Derivative | 5,000 | $0.00 Strike: $54.95 | $0.00 |
DisclosureSEC source: 0001225208-17-009149 · doc4.xml · derivative · entry 5 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-01-01 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 |
| May 03, 2017 Filed May 4, 2017 20:33 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 2,702 | $119.53 | $322,969.25 |
DisclosureSEC source: 0001225208-17-009149 · doc4.xml · nonDerivative · entry 3 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:33 UTC | RTX Corp UTX · Entity 2823 | Disposition to issuerCommon Stock | 2,298 | $119.56 | $274,748.88 |
DisclosureSEC source: 0001225208-17-009149 · doc4.xml · nonDerivative · entry 2 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,702 Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:33 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 5,000 | $54.95 | $274,750.00 |
DisclosureSEC source: 0001225208-17-009149 · doc4.xml · nonDerivative · entry 1 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 · shares: The Stock Appreciation Rights (SARs) were settled in shares in accordance with terms of the award. For Section 16 reporting purposes, the exercise of SARs for stock is treated as an exempt acquisition of the shares underlying the SARs at the exercise price per share specified in the award of SARs and a simultaneous sale back to the issuer of a number of the underlying shares having a value, based on the market price of the issuer's stock on the date of the exercise, equal to the product of the number of underlying SARs times the exercise price per share. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionStock Appreciation Right · Derivative | 2,000 | $0.00 Strike: $54.95 | $0.00 |
DisclosureSEC source: 0001225208-17-004899 · doc4.xml · derivative · entry 5 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,000 shares Expires 2019-01-01 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 |
| February 24, 2017 Filed Feb 28, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,022 | $112.26 | $114,731.66 |
DisclosureSEC source: 0001225208-17-004899 · doc4.xml · nonDerivative · entry 3 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $112.261 to $112.262 per share. The reporting person has provided to the issuer, and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | Disposition to issuerCommon Stock | 978 | $112.26 | $109,790.28 |
DisclosureSEC source: 0001225208-17-004899 · doc4.xml · nonDerivative · entry 2 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,022 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 21:34 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 2,000 | $54.95 | $109,900.00 |
DisclosureSEC source: 0001225208-17-004899 · doc4.xml · nonDerivative · entry 1 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 · shares: The Stock Appreciation Rights (SARs) were settled in shares in accordance with terms of the award. For Section 16 reporting purposes, the exercise of SARs for stock is treated as an exempt acquisition of the shares underlying the SARs at the exercise price per share specified in the award of SARs and a simultaneous sale back to the issuer of a number of the underlying shares having a value, based on the market price of the issuer's stock on the date of the exercise, equal to the product of the number of underlying SARs times the exercise price per share. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:37 UTC | RTX Corp UTX · Entity 2823 | GrantStock Appreciation Right · Derivative | 13,700 | $110.83 Strike: $110.83 | $1,518,371.00 |
DisclosureSEC source: 0001225208-17-000727 · doc4.xml · derivative · entry 3 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,700 Underlying: Common Stock · 13,700 shares Expires 2027-01-02 F2 · balance_after: The reporting person was also awarded 1,660 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 return on invested capital, earnings per share growth and total shareholder return relative to the S&P 500 index over a three-year time period. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:37 UTC | RTX Corp UTX · Entity 2823 | GrantRestricted Stock Units RSU · Derivative | 1,100 | $110.83 | $121,913.00 |
DisclosureSEC source: 0001225208-17-000727 · doc4.xml · derivative · entry 2 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 Underlying: Common Stock · 1,100 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit (RSU), including dividend equivalents, represents a contingent right to receive one share of UTC Common Stock. F1 · derivative.expiration_date: Each restricted stock unit (RSU), including dividend equivalents, represents a contingent right to receive one share of UTC Common Stock. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:33 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionStock Appreciation Right · Derivative | 2,000 | $0.00 Strike: $54.95 | $0.00 |
DisclosureSEC source: 0001225208-16-041692 · doc4.xml · derivative · entry 5 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 2,000 shares Expires 2019-01-01 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 |
| November 10, 2016 Filed Nov 14, 2016 22:33 UTC | RTX Corp UTX · Entity 2823 | Disposition to issuerCommon Stock | 1,033 | $106.36 | $109,869.88 |
DisclosureSEC source: 0001225208-16-041692 · doc4.xml · nonDerivative · entry 3 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:33 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 967 | $106.46 | $102,946.34 |
DisclosureSEC source: 0001225208-16-041692 · doc4.xml · nonDerivative · entry 2 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,033 F2 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices ranged from $106.443 to $106.475 per share. Upon request, the reporting person will provide to the Commission staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:33 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 2,000 | $54.95 | $109,900.00 |
DisclosureSEC source: 0001225208-16-041692 · doc4.xml · nonDerivative · entry 1 Bailey Robert J. · CIK 0001685251 · Corporate VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 · shares: The Stock Appreciation Rights (SARs) were settled in shares in accordance with terms of the award. For Section 16 reporting purposes, the exercise of SARs for stock is treated as an exempt acquisition of the shares underlying the SARs at the exercise price per share specified in the award of SARs and a simultaneous sale back to the issuer of a number of the underlying shares having a value, based on the market price of the issuer's stock on the date of the exercise, equal to the product of the number of underlying SARs times the exercise price per share. 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.