Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | Director | December 10, 2019 | December 13, 2019 |
| HOME DEPOT, INC.HD · Entity 2816 | CFO & EVP - Corp. Services | August 21, 2019 | August 23, 2019 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Director · Chief Executive Officer | May 06, 2026 | May 08, 2026 |
| VERIZON COMMUNICATIONS INCVZ · Entity 116 | Director | April 01, 2026 | April 02, 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.
CISCO SYSTEMS, INC.
Report date December 10, 2019 · Filed December 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,650 |
Reported balance
After 2019-12-10 transaction · row 1
1 source rowRow 1 · 2019-12-10 · Grant · Acquired 5,215 · Balance 5,650 F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code.
HOME DEPOT, INC.
Report date August 21, 2019 · Filed August 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $.05 Common StockSEC Table I · non-derivative | Direct | 440,974.0835 |
Ending reported balance
After 2019-08-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-08-21 · Gift · Disposed 22,910 · Balance 496,374.0835 Row 2 · 2019-08-21 · Exercise / conversion · Acquired 90,000 · Balance 586,374.0835 Row 3 · 2019-08-21 · Sale · Disposed 145,400 · Balance 440,974.0835 F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $219.00 to $219.58, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $49.79 · Expires 2022-03-20 | Direct | 406,043 |
Reported balance
After 2019-08-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-08-21 · Exercise / conversion · Disposed 90,000 · Balance 406,043 F2: The options have vested in their entirety and are fully exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $219.00 to $219.58, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F2: The options have vested in their entirety and are fully exercisable.
UNITED PARCEL SERVICE INC
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units 2026SEC Table II · derivative / convertible security · Expires 2029-05-06 | Direct | 30,228 |
Reported balance
After 2026-05-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 30,228 · Balance 30,228 F1: Restricted stock units awarded as a component of Long Term Incentive Program award. Each unit automatically converts into one share of Class A common stock. F2: Restricted stock units vest as follows: 1/3rd on each of May 6, 2027, 2028 and 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units awarded as a component of Long Term Incentive Program award. Each unit automatically converts into one share of Class A common stock.
F2: Restricted stock units vest as follows: 1/3rd on each of May 6, 2027, 2028 and 2029.
VERIZON COMMUNICATIONS INC
Report date April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectBy Deferred Compensation Plan | 28,415 |
Reported balance
After 2026-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 5,062 · Balance 28,415 F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2: Includes phantom stock acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director.
F2: Includes phantom stock acquired through dividend reinvestment.
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 24, 2005 Filed Jul 6, 2005 21:29 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantRestoration Plan Stock Units · Derivative | 9.488 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-035769 · doc4.xml · derivative · entry 4 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,617.7879 Underlying: Common Stock · 9.488 shares Expires not disclosed F2 · derivative.exercise_price: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F1 · shares: Acquired pursuant to quarterly dividend. F2 · derivative.exercise_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F2 · derivative.expiration_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. Read SEC document |
| March 24, 2005 Filed Jul 6, 2005 21:29 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock Share Equivalents | 5.4026 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-035769 · doc4.xml · nonDerivative · entry 3 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401 (k) Disclosed balance after: 2,135.1556 F1 · shares: Acquired pursuant to quarterly dividend. Read SEC document |
| March 24, 2005 Filed Jul 6, 2005 21:29 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 0.0008 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-035769 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,447.8815 F1 · shares: Acquired pursuant to quarterly dividend. Read SEC document |
| March 23, 2005 Filed Mar 25, 2005 20:55 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 65,000 | $0.00 Strike: $37.70 | $0.00 |
DisclosureSEC source: 0001209191-05-017599 · doc4.xml · derivative · entry 2 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 642,888 Underlying: Common Stock · 65,000 shares Expires 2015-03-22 F2 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. Read SEC document |
| March 23, 2005 Filed Mar 25, 2005 20:55 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-017599 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,421.8807 F1 · acquired: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest 100% on the 5th anniversary of the grant date. Read SEC document |
| November 18, 2004 Filed Nov 23, 2004 00:17 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversionEmployee Stock Options · Derivative | 15,000 | $0.00 Strike: $8.19 | $0.00 |
DisclosureSEC source: 0001209191-04-054115 · doc4.xml · derivative · entry 3 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577,888 Underlying: Common Stock · 15,000 shares Expires 2005-10-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options have vested in their entirety and are fully exercisable. Read SEC document |
| November 18, 2004 Filed Nov 23, 2004 00:17 UTC | HOME DEPOT, INC. HD · Entity 2816 | Sale$.05 Common Stock | 15,000 | $42.80 | $642,000.00 |
DisclosureSEC source: 0001209191-04-054115 · doc4.xml · nonDerivative · entry 2 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,032.4235 Read SEC document |
| November 18, 2004 Filed Nov 23, 2004 00:17 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversion$.05 Common Stock | 15,000 | $8.19 | $122,917.50 |
DisclosureSEC source: 0001209191-04-054115 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,032.4235 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 18, 2004 Filed Sep 21, 2004 21:36 UTC | HOME DEPOT, INC. HD · Entity 2816 | Tax withholding$.05 Common Stock | 974 | $38.31 | $37,313.94 |
DisclosureSEC source: 0001209191-04-045175 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,032.4235 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment. F2 · balance_after: Includes shares acquired under The Home Depot, Inc. Amended and Restated Employee Stock Purchase Plan. Read SEC document |
| August 16, 2004 Filed Aug 30, 2005 23:21 UTC | HOME DEPOT, INC. HD · Entity 2816 | Tax withholding$.05 Common Stock | 974 | $33.98 | $33,096.52 |
DisclosureSEC source: 0001209191-05-045100 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,466.4949 Read SEC document |
| August 06, 2004 Filed Aug 10, 2004 21:56 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-040234 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,006.4235 F1 · acquired: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest in increments of 25% on the 3rd and 6th anniversaries of the grant date and the remaining 50% at age 62. Read SEC document |
| April 02, 2004 Filed Apr 6, 2004 22:28 UTC | HOME DEPOT, INC. HD · Entity 2816 | Tax withholding$.05 Common Stock | 974 | $36.68 | $35,726.32 |
DisclosureSEC source: 0001209191-04-019764 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,301.9997 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment. F2 · balance_after: Includes shares acquired under The Home Depot, Inc. Amended and Restated Employee Stock Purchase Plan. Read SEC document |
| March 17, 2004 Filed Mar 19, 2004 22:02 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 50,000 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-04-016730 · doc4.xml · derivative · entry 3 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2014-03-16 F3 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. Read SEC document |
| March 17, 2004 Filed Mar 19, 2004 22:02 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-016730 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,960.1716 F1 · acquired: Shares of restricted stock granted under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan. Read SEC document |
| January 31, 2004 Filed Feb 3, 2004 22:41 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantRestoration Plan Stock Units · Derivative | 790.614 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-006520 · doc4.xml · derivative · entry 3 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,778.929 Underlying: Common Stock · 790.614 shares Expires not disclosed F4 · derivative.exercise_price: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F4 · derivative.exercise_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F4 · derivative.expiration_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F5 · balance_after: Includes units accrued pursuant to dividend reinvestment. Read SEC document |
| September 04, 2003 Filed Sep 8, 2003 14:04 UTC | HOME DEPOT, INC. hd · Entity 2816 | Exercise / conversionStock Options · Derivative | 21,000 | $0.00 Strike: $8.19 | $0.00 |
DisclosureSEC source: 0001209191-03-020511 · doc4.xml · derivative · entry 4 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 21,000 shares Expires 2005-10-26 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_date: The options have vested in their entirety and are fully exercisable. Read SEC document |
| September 04, 2003 Filed Sep 8, 2003 14:04 UTC | HOME DEPOT, INC. hd · Entity 2816 | Sale.05 Common Stock | 21,000 | $34.00 | $714,000.00 |
DisclosureSEC source: 0001209191-03-020511 · doc4.xml · nonDerivative · entry 2 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,793.9116 Read SEC document |
| September 04, 2003 Filed Sep 8, 2003 14:04 UTC | HOME DEPOT, INC. hd · Entity 2816 | Exercise / conversion.05 Common Stock | 21,000 | $8.19 | $172,084.50 |
DisclosureSEC source: 0001209191-03-020511 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,793.9116 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 21, 2003 Filed Aug 25, 2003 22:12 UTC | HOME DEPOT, INC. hd · Entity 2816 | Grant.05 Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-018881 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,793.9116 F1 · shares: Shares of restricted stock granted under the 1997 Omnibus Stock Incentive Plan in a transaction exempt pursuant to Rule 16b-3(d). F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. F3 · balance_after: Includes 279.3956 shares acquired under The Home Depot, Inc. Employee Stock Purchase Plan. Read SEC document |
| January 31, 2003 Filed Feb 3, 2004 22:42 UTC Amendment | HOME DEPOT, INC. HD · Entity 2816 | GrantRestoration Plan Stock Units · Derivative | 1,384.9603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-006522 · doc4a.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,971.1246 Underlying: Common Stock · 1,384.9603 shares Expires not disclosed F1 · derivative.exercise_price: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F1 · derivative.exercise_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F1 · derivative.expiration_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F2 · balance_after: Includes units accrued pursuant to dividend reinvestment. 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.