Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alcoa CorpAA · Entity 3397 | Director | May 12, 2025 | May 14, 2025 |
| CITIGROUP INCC · Entity 2837 | Director | April 01, 2022 | April 05, 2022 |
| PROCTER & GAMBLE CoPG · Entity 2814 | Director | October 09, 2018 | October 11, 2018 |
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.
Alcoa Corp
Report date May 12, 2025 · Filed May 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 54,771 |
Reported balance
After 2025-05-12 transaction · row 1
1 source rowRow 1 · 2025-05-12 · Grant · Acquired 5,690 · Balance 54,771 |
CITIGROUP INC
Report date April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 38,167.093 |
Reported balance
After 2022-04-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-04-01 · Grant · Acquired 343.2712 · Balance 38,167.093 F1: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. F2: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. |
| Common StockSEC Table I · non-derivative | Direct | 4,707.3084 |
Reported balance
After 2022-04-01 transaction · row 2
1 source rowRow 2 · 2022-04-01 · Grant · Acquired 22.0598 · Balance 4,707.3084 F1: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors.
F2: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors.
PROCTER & GAMBLE Co
Report date October 09, 2018 · Filed October 11, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,707.881 |
Reported balance
After 2018-10-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-10-09 · Grant · Acquired 2,129 · Balance 49,707.881 F1: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2: Total includes grant of dividend equivalents in the form of Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan.
F2: Total includes grant of dividend equivalents in the form of Restricted Stock Units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UNION PACIFIC CORP
Report date July 03, 2006 · Filed July 05, 2006
Section 16 reporting ended · disclosed 2006-07-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,483 |
Reported balance
After 2006-07-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2006-07-03 · Grant · Acquired 92 · Balance 3,483 F1: Distribution ratio for Phantom Stock Units is 1:1. F2: Phantom Stock Units are payable in cash only commencing at retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution ratio for Phantom Stock Units is 1:1.
F2: Phantom Stock Units are payable in cash only commencing at retirement.
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 13, 2007 Filed Mar 15, 2007 14:15 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 170 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-07-000057 · doc4.xml · nonDerivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,060.49 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on Nov. 15, 2006 and Feb. 15, 2007, pursuant to Issuer's 2003 No n-Employee Directors' Stock Plan. Read SEC document |
| October 10, 2006 Filed Oct 12, 2006 20:10 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,004 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-06-000175 · doc4.xml · nonDerivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,809.55 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total reflects grant of dividend equivalents in the form of RSUs on November 15, 2005; February 15, 2006; May 15, 2006 and August 15, 2006, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| July 03, 2006 Filed Jul 5, 2006 17:31 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-06-000164 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,483 Underlying: Common Stock · 92 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| April 03, 2006 Filed Apr 4, 2006 15:30 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 129 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-06-000127 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,391 Underlying: Common Stock · 129 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| January 26, 2006 Filed Jan 27, 2006 16:31 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,100 | $0.00 Strike: $86.05 | $0.00 |
DisclosureSEC source: 0000100885-06-000036 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,100 Underlying: Common Stock · 2,100 shares Expires 2016-01-26 Read SEC document |
| January 03, 2006 Filed Jan 4, 2006 20:15 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 153 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-06-000018 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,262 Underlying: Common Stock · 153 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| October 11, 2005 Filed Oct 13, 2005 18:48 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000216 · doc4.xml · nonDerivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,677.75 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total reflects grant of dividend equivalents in the form of RSUs between February 17, 2004 and August 15, 2005, pursuant to Issue r's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 04, 2005 Filed Oct 4, 2005 18:33 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 169 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-05-000244 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,109 Underlying: Common Stock · 169 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| July 01, 2005 Filed Jul 5, 2005 16:07 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 186 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-05-000211 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,940 Underlying: Common Stock · 186 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| April 01, 2005 Filed Apr 4, 2005 19:20 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 174 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-05-000189 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,754 Underlying: Common Stock · 174 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| January 27, 2005 Filed Jan 28, 2005 23:18 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,050 | $0.00 Strike: $59.12 | $0.00 |
DisclosureSEC source: 0000100885-05-000082 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,050 Underlying: Common Stock · 3,050 shares Expires 2015-01-27 Read SEC document |
| January 03, 2005 Filed Jan 4, 2005 19:25 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 178 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-05-000018 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,580 Underlying: Common Stock · 178 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| October 12, 2004 Filed Oct 13, 2004 18:40 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,863 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000193 · doc4.xml · nonDerivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,346.062 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Shares adjusted for 2-for-1 stock split effective June 21, 2004. Read SEC document |
| October 01, 2004 Filed Oct 4, 2004 18:39 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 201 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-04-000193 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,402 Underlying: Common Stock · 201 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| July 01, 2004 Filed Jul 6, 2004 18:21 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 201 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-04-000173 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,201 Underlying: Common Stock · 201 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 19:09 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 198 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-04-000145 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 198 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| January 29, 2004 Filed Jan 30, 2004 20:27 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,750 | $0.00 Strike: $65.10 | $0.00 |
DisclosureSEC source: 0000100885-04-000063 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,750 Underlying: Common Stock · 2,750 shares Expires 2014-01-29 Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 20:41 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 170 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-04-000018 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802 Underlying: Common Stock · 170 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 20:54 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000014 · doc4.xml · nonDerivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,241.53 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 01, 2003 Filed Oct 2, 2003 20:32 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 198 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-03-000064 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,632 Underlying: Common Stock · 198 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| July 01, 2003 Filed Jul 3, 2003 13:04 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-03-000037 · edgardoc.xml · derivative · entry 1 ZEDILLO ERNESTO · CIK 0001184003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,434 Underlying: Common Stock · 200 shares Expires 1988-08-08 F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. (This footnote applies to both dates in Column 6 of Table II, "Date Exercisable" and "Expiration Date".) 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.