Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORD MOTOR COF · Entity 1829 | Director | March 01, 2019 | March 04, 2019 |
| Invivyd, Inc.ADGI · Entity 721 | Director | November 19, 2021 | November 23, 2021 |
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.
FORD MOTOR CO
Report date March 01, 2019 · Filed March 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 258,193 |
Reported balance
After 2019-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-01 · Grant · Acquired 4,327 · Balance 258,193 F1: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 80,073 |
Reported balance
After 2019-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-01 · Grant · Acquired 1,343 · Balance 80,073 F2: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. |
Filing footnotes · ownership attribution and instrument terms
F1: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock.
F2: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service.
Invivyd, Inc.
Report date November 19, 2021 · Filed November 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.07 · Expires 2031-11-18 | Direct | 62,605 |
Reported balance
After 2021-11-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-11-19 · Grant · Acquired 62,605 · Balance 62,605 F1: One third (1/3) of the option shall vest on November 19, 2022, and thereafter, the remainder of the option shall vest in 24 equal monthly installments on the 19th day of each month, subject to the Reporting Person's continuous service on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: One third (1/3) of the option shall vest on November 19, 2022, and thereafter, the remainder of the option shall vest in 24 equal monthly installments on the 19th day of each month, subject to the Reporting Person's continuous service on each vesting date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ELI LILLY & Co
Report date April 15, 2019 · Filed April 17, 2019
Section 16 reporting ended · disclosed 2019-04-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,645 |
Reported balance
After 2019-04-15 transaction · row 1
1 source rowRow 1 · 2019-04-15 · Grant · Acquired 55 · Balance 56,645 |
NEW YORK TIMES CO
Report date April 19, 2017 · Filed April 21, 2017
Section 16 reporting ended · disclosed 2017-04-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 54,442.6472 |
Reported balance
After 2017-04-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-04-19 · Grant · Acquired 449.8956 · Balance 54,442.6472 F1: Phantom stock units credited to the reporting person's account in respect of dividend equivalent payments and accumulated interest on previously granted phantom stock units. Each phantom stock unit was credited to the reporting person's account under The New York Times Company Non-Employee Directors Deferral Plan, on April 19, 2017, based on the average closing price of a share of Class A Common Stock for the 30 trading days prior to the date of credit. Distribution in cash is generally made following retirement. This transaction involved a derivative security that does not have an exercise date or an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units credited to the reporting person's account in respect of dividend equivalent payments and accumulated interest on previously granted phantom stock units. Each phantom stock unit was credited to the reporting person's account under The New York Times Company Non-Employee Directors Deferral Plan, on April 19, 2017, based on the average closing price of a share of Class A Common Stock for the 30 trading days prior to the date of credit. Distribution in cash is generally made following retirement. This transaction involved a derivative security that does not have an exercise date or an expiration date.
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 |
|---|---|---|---|---|---|---|
| November 30, 2011 Filed Dec 1, 2011 18:46 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 3,990 | $36.34 | $144,996.60 |
DisclosureSEC source: 0001209191-11-058680 · doc4.xml · nonDerivative · entry 1 MARRAM ELLEN R · CIK 0001234124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,733 Read SEC document |
| November 30, 2010 Filed Dec 1, 2010 15:09 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 4,187 | $34.63 | $144,995.81 |
DisclosureSEC source: 0001209191-10-057438 · doc4.xml · nonDerivative · entry 1 MARRAM ELLEN R · CIK 0001234124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,448 Read SEC document |
| November 30, 2009 Filed Dec 1, 2009 21:17 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 4,040 | $35.89 | $144,995.60 |
DisclosureSEC source: 0001209191-09-054810 · doc4.xml · nonDerivative · entry 1 MARRAM ELLEN R · CIK 0001234124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,242 Read SEC document |
| November 28, 2008 Filed Dec 2, 2008 20:01 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 4,513 | $32.13 | $145,002.69 |
DisclosureSEC source: 0001209191-08-063524 · doc4.xml · nonDerivative · entry 1 MARRAM ELLEN R · CIK 0001234124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,398 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 21:06 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 2,840 | $51.06 | $144,996.20 |
DisclosureSEC source: 0001209191-07-067242 · doc4.xml · nonDerivative · entry 1 MARRAM ELLEN R · CIK 0001234124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,520 Read SEC document |
| November 30, 2006 Filed Dec 4, 2006 18:29 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 2,672 | $54.26 | $144,982.72 |
DisclosureSEC source: 0001209191-06-062596 · doc4.xml · nonDerivative · entry 1 MARRAM ELLEN R · CIK 0001234124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,480 Read SEC document |
| November 30, 2005 Filed Dec 1, 2005 21:31 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,500 | $50.51 | $75,757.50 |
DisclosureSEC source: 0001209191-05-060456 · doc4.xml · nonDerivative · entry 1 MARRAM ELLEN R · CIK 0001234124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Read SEC document |
| November 30, 2004 Filed Dec 2, 2004 15:17 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 700 | $56.59 | $39,613.00 |
DisclosureSEC source: 0000059478-04-000187 · doc4.xml · nonDerivative · entry 1 MARRAM ELLEN R · CIK 0001234124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,144 Read SEC document |
| February 17, 2004 Filed Feb 19, 2004 20:01 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantDirector stock option (right to buy) · Derivative | 2,800 | $0.00 Strike: $73.11 | $0.00 |
DisclosureSEC source: 0000059478-04-000075 · doc4.xml · derivative · entry 1 MARRAM ELLEN R · CIK 0001234124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Underlying: Common Stock · 2,800 shares Expires 2014-02-14 Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 19:10 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-03-000046 · doc4.xml · nonDerivative · entry 1 MARRAM ELLEN R · CIK 0001234124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,415 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.