Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAR CORPAIR · Entity 3893 | Director | August 31, 2026 | September 01, 2026 |
| Howmet Aerospace Inc.HWM · Entity 2911 | Director | May 21, 2026 | May 27, 2026 |
| JETBLUE AIRWAYS CORPJBLU · Entity 808 | Director | March 10, 2026 | March 13, 2026 |
| RTX CorpUTX · Entity 2823 | President, Pratt & Whitney | January 03, 2020 | January 07, 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.
AAR CORP
Report date August 31, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $129.29 · Expires 2050-08-31 | Direct | 5,462 |
Reported balance
After 2026-08-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-31 · Grant · Acquired 122 · Balance 5,462 F1: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service as a director or on other dates as specified by the director pursuant to the Non-Employee Directors' Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service as a director or on other dates as specified by the director pursuant to the Non-Employee Directors' Deferred Compensation Plan.
Howmet Aerospace Inc.
Report date May 21, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,824 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 731 · Balance 35,824 |
JETBLUE AIRWAYS CORP
Report date March 10, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,124 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Exercise / conversion · Acquired 22,094 · Balance 36,124 F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 78,338 |
Reported balance
After 2026-03-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-10 · Grant · Acquired 29,867 · Balance 78,338 F2: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. The annual DSU grant vests on the one year anniversary of the grant date. F3: The award subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of March 10, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-10 · Exercise / conversion · Disposed 22,094 · Balance 0 F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. F4: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit.
F2: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. The annual DSU grant vests on the one year anniversary of the grant date.
F3: The award subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of March 10, 2026.
F4: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025.
RTX Corp
Report date January 03, 2020 · Filed January 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,415 |
Ending reported balance
After 2020-01-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-01-03 · Exercise / conversion · Acquired 7,917 · Balance 67,920 F1: Each restricted stock unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of UTC Common Stock. Row 2 · 2020-01-03 · Tax withholding · Disposed 2,505 · Balance 65,415 |
| Restricted Stock Units RSUSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-01-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-01-03 · Exercise / conversion · Disposed 7,917 · Balance 0 F1: Each restricted stock unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of UTC Common Stock. F2: On January 3, 2017, the reporting person was granted 7,400 RSUs, which included the right to receive dividend equivalents. On January 3, 2020, the third anniversary of the grant date, 7,917 RSUs, which included accumulated dividend equivalents, vested. |
| Common StockSEC Table I · non-derivative | IndirectBy Savings Plan Trustee | 4,500 |
Reported balance
Holding disclosure · report date 2020-01-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of UTC Common Stock.
F2: On January 3, 2017, the reporting person was granted 7,400 RSUs, which included the right to receive dividend equivalents. On January 3, 2020, the third anniversary of the grant date, 7,917 RSUs, which included accumulated dividend equivalents, vested.
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 |
|---|---|---|---|---|---|---|
| April 01, 2015 Filed Apr 6, 2015 21:05 UTC | RTX Corp UTX · Entity 2823 | GrantStock Appreciation Right · Derivative | 54,200 | $0.00 Strike: $115.92 | $0.00 |
DisclosureSEC source: 0001225208-15-009665 · doc4.xml · derivative · entry 4 LEDUC ROBERT F · CIK 0001184190 · President, Sikorsky Aircraft 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,200 Underlying: Common Stock · 54,200 shares Expires 2025-03-31 Read SEC document |
| April 01, 2015 Filed Apr 6, 2015 21:05 UTC | RTX Corp UTX · Entity 2823 | GrantRestricted Stock Units RSU · Derivative | 4,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-009665 · doc4.xml · derivative · entry 3 LEDUC ROBERT F · CIK 0001184190 · President, Sikorsky Aircraft 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,320 Underlying: Common Stock · 4,320 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of United Technologies Corporation common stock. F2 · derivative.exercise_date: The restricted stock units vest on April 1, 2018. F2 · derivative.expiration_date: The restricted stock units vest on April 1, 2018. Read SEC document |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 36,000 | $0.00 Strike: $54.00 | $0.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · derivative · entry 21 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 shares Expires 2009-01-03 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 |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $36.56 | $0.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · derivative · entry 20 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 shares Expires 2008-01-01 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 |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $36.56 | $0.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · derivative · entry 19 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 20,000 shares Expires 2008-01-01 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 |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $34.50 | $0.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · derivative · entry 18 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2007-02-02 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 |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 13,000 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · derivative · entry 17 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,000 shares Expires 2006-02-03 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 |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 600 | $87.52 | $52,512.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 15 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,850 Read SEC document |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 3,000 | $87.70 | $263,100.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 14 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,450 Read SEC document |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 5,000 | $87.50 | $437,500.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 13 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,450 Read SEC document |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,500 | $87.72 | $131,580.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 12 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,450 Read SEC document |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 4,000 | $87.75 | $351,000.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 11 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,950 Read SEC document |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 11,500 | $87.90 | $1,010,850.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 10 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,950 Read SEC document |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,500 | $87.54 | $131,310.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 9 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,450 Read SEC document |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 7,900 | $87.53 | $691,487.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 8 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,950 Read SEC document |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 2,000 | $87.63 | $175,260.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 7 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,850 Read SEC document |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 64,000 | $87.65 | $5,609,600.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 6 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,850 Read SEC document |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 36,000 | $54.00 | $1,944,000.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 5 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,850 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 |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 12,000 | $36.56 | $438,750.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 4 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,850 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 |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 20,000 | $36.56 | $731,250.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 3 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,850 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 |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 20,000 | $34.50 | $690,000.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 2 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,850 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 |
| April 22, 2004 Filed Apr 26, 2004 20:56 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 13,000 | $25.00 | $325,000.00 |
DisclosureSEC source: 0000101829-04-000160 · led277.xml · nonDerivative · entry 1 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,850 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 |
| January 09, 2004 Filed Jan 13, 2004 22:31 UTC | RTX Corp UTX · Entity 2823 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 29,000 | $0.00 Strike: $93.52 | $0.00 |
DisclosureSEC source: 0000101829-04-000069 · led230.xml · derivative · entry 1 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,000 Underlying: Common Stock · 29,000 shares Expires 2014-01-08 Read SEC document |
| November 06, 2003 Filed Nov 7, 2003 21:46 UTC | RTX Corp UTX · Entity 2823 | ConversionESOP Series A Convertible Preferred Stock · Derivative | 290.387 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000101829-03-000348 · led171.xml · derivative · entry 3 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Indirect · By Savings Plan Trustee Disclosed balance after: 0 Underlying: Common Stock · 1,161.548 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. F1 · security: Each share of ESOP Series A Convertible Preferred Stock is convertible into four shares of UTC Common Stock. All shares of ESOP Series A Convertible Preferred Stock are held by the Trustee for the UTC Savings Plan for the benefit of employees participating in the Savings Plan. On November 6, 2003 the Trustee exercised its right to convert all shares of ESOP Series A Convertible Preferred Stock into UTC Common Stock. F1 · kind: Each share of ESOP Series A Convertible Preferred Stock is convertible into four shares of UTC Common Stock. All shares of ESOP Series A Convertible Preferred Stock are held by the Trustee for the UTC Savings Plan for the benefit of employees participating in the Savings Plan. On November 6, 2003 the Trustee exercised its right to convert all shares of ESOP Series A Convertible Preferred Stock into UTC Common Stock. F1 · derivative.expiration_date: Each share of ESOP Series A Convertible Preferred Stock is convertible into four shares of UTC Common Stock. All shares of ESOP Series A Convertible Preferred Stock are held by the Trustee for the UTC Savings Plan for the benefit of employees participating in the Savings Plan. On November 6, 2003 the Trustee exercised its right to convert all shares of ESOP Series A Convertible Preferred Stock into UTC Common Stock. Read SEC document |
| November 06, 2003 Filed Nov 7, 2003 21:46 UTC | RTX Corp UTX · Entity 2823 | ConversionCommon Stock | 1,161.548 | $87.33 | $101,437.99 |
DisclosureSEC source: 0000101829-03-000348 · led171.xml · nonDerivative · entry 1 LEDUC ROBERT F · CIK 0001184190 · EVP & COO, Pratt & Whitney 10b5-1 filing: Not disclosed Ownership: Indirect · By Savings Plan Trustee Disclosed balance after: 1,161.548 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.