Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | Director | September 30, 2026 | October 03, 2026 |
| Carlyle Group Inc.CG · Entity 3316 | Director | May 01, 2026 | May 01, 2026 |
| TARGET CORPTGT · Entity 2967 | Director | March 11, 2026 | March 13, 2026 |
| TWDC Enterprises 18 Corp.DIS · Entity 15738 | Director | March 07, 2019 | March 08, 2019 |
| Walt Disney CoDIS · Entity 1887 | Director | September 30, 2026 | October 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.
BRISTOL MYERS SQUIBB CO
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 42,084.867 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 620.994 · Balance 42,084.867 F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person.
F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.
Carlyle Group Inc.
Report date May 01, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,657 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-01 · Grant · Acquired 4,450 · Balance 33,724 F1: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service on the Issuer's Board of Directors on such vesting date, and receipt of such shares shall be deferred to a future date pursuant to a deferral election made by the reporting person. Row 2 · 2026-05-01 · Grant · Acquired 2,933 · Balance 36,657 F2: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities vested upon grant pursuant to an election made by the reporting person to receive vested restricted stock units in lieu of the reporting person's annual cash retainer for service on the Issuer's Board of Directors, and receipt of such shares shall be deferred to a future date pursuant to a deferral election made by the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 4,193 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,193 F3: These shares of common stock are held by the reporting person's spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service on the Issuer's Board of Directors on such vesting date, and receipt of such shares shall be deferred to a future date pursuant to a deferral election made by the reporting person.
F2: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities vested upon grant pursuant to an election made by the reporting person to receive vested restricted stock units in lieu of the reporting person's annual cash retainer for service on the Issuer's Board of Directors, and receipt of such shares shall be deferred to a future date pursuant to a deferral election made by the reporting person.
F3: These shares of common stock are held by the reporting person's spouse.
TARGET CORP
Report date March 11, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,622 |
Reported balance
After 2026-03-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-11 · Grant · Acquired 2,682 · Balance 14,622 F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan. F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan.
F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.
TWDC Enterprises 18 Corp.
Report date March 07, 2019 · Filed March 08, 2019
This filing explicitly reported no securities owned.
Walt Disney Co
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 24,893.8 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,152.3 · Balance 24,893.8 F1: Includes: (1) 425.5 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 726.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes: (1) 425.5 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 726.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CVS HEALTH Corp
Report date February 28, 2020 · Filed March 03, 2020
Section 16 reporting ended · disclosed 2020-03-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,827.3984 |
Ending reported balance
After 2020-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-28 · Grant · Acquired 21,943 · Balance 34,906.3984 F1: Consists of stock awarded at market price pursuant to Issuer's 2017 Incentive Compensation Plan and its Long-Term Incentive Plan. Row 2 · 2020-02-28 · Tax withholding · Disposed 8,079 · Balance 26,827.3984 F2: Surrender of shares in payment of withholding taxes due upon the vesting of stock awards under the Issuer's 2017 Incentive Compensation Plan and its Long-Term Incentive Plan. |
| Common Stock (pep)SEC Table I · non-derivative | Direct | 8,318.6232 |
Reported balance
Holding disclosure · report date 2020-02-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,318.6232 |
| Common Stock (restricted)SEC Table I · non-derivative | Direct | 15,776 |
Reported balance
Holding disclosure · report date 2020-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 15,776 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $62.21 · Expires 2025-04-01 | Direct | 116,767 |
Reported balance
Holding disclosure · report date 2020-02-28 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 116,767 F3: Option became exercisable in four equal annual installments, commencing 4/1/2019. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $54.19 · Expires 2029-04-01 | Direct | 242,408 |
Reported balance
Holding disclosure · report date 2020-02-28 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 242,408 F4: Option becomes exercisable in four equal annual installments, commencing 4/1/2020. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $63.39 · Expires 2028-05-31 | Direct | 78,870 |
Reported balance
Holding disclosure · report date 2020-02-28 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 78,870 F5: Option becomes exercisable in three equal annual installments, commencing 5/31/2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of stock awarded at market price pursuant to Issuer's 2017 Incentive Compensation Plan and its Long-Term Incentive Plan.
F2: Surrender of shares in payment of withholding taxes due upon the vesting of stock awards under the Issuer's 2017 Incentive Compensation Plan and its Long-Term Incentive Plan.
F3: Option became exercisable in four equal annual installments, commencing 4/1/2019.
F4: Option becomes exercisable in four equal annual installments, commencing 4/1/2020.
F5: Option becomes exercisable in three equal annual installments, commencing 5/31/2021.
ELI LILLY & Co
Report date December 31, 2017 · Filed January 30, 2018
Section 16 reporting ended · disclosed 2018-01-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-02-08 transaction · row 1
1 source rowRow 1 · 2017-02-08 · Gift · Disposed 38,292 · Balance 0 |
| Common StockSEC Table I · non-derivative | Indirectby wife | 403,951 |
Reported balance
After 2017-02-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-02-08 · Gift · Acquired 38,292 · Balance 403,951 F1: Reporting person disclaims beneficial ownership of these shares. |
| Common StockSEC Table I · non-derivative | Indirectby wife | 404,573 |
Reported balance
After 2017-10-30 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2017-10-30 · Gift · Disposed 182 · Balance 404,573 F1: Reporting person disclaims beneficial ownership of these shares. |
| Common StockSEC Table I · non-derivative | Indirectby wife | 395,903 |
Reported balance
After 2017-11-06 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2017-11-06 · Gift · Disposed 8,670 · Balance 395,903 F2: The share total has been updated to correctly reflect a gift to the reporting person's spouse, which was previously reported. F1: Reporting person disclaims beneficial ownership of these shares. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 7,577 |
Reported balance
Holding disclosure · report date 2017-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 7,577 |
| Common StockSEC Table I · non-derivative | Indirect401(k) - by wife | 1,952 |
Reported balance
Holding disclosure · report date 2017-12-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,952 F1: Reporting person disclaims beneficial ownership of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person disclaims beneficial ownership of these shares.
F2: The share total has been updated to correctly reflect a gift to the reporting person's spouse, which was previously reported.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 22:03 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,152.3 | $104.88 | $120,853.22 |
DisclosureSEC source: 0001628280-26-064459 · wk-form4_1790964179.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,893.8 F1 · shares: Includes: (1) 425.5 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 726.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:24 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 620.994 | $62.40 | $38,750.03 |
DisclosureSEC source: 0001359067-26-000012 · wk-form4_1790972690.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,084.867 Underlying: Common Stock, $0.10 par value · 620.994 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 672.51 | $57.62 | $38,750.03 |
DisclosureSEC source: 0001359067-26-000010 · wk-form4_1783023445.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,068.681 Underlying: Common Stock, $0.10 par value · 672.51 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:02 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,023 | $100.80 | $103,118.40 |
DisclosureSEC source: 0001628280-26-046860 · wk-form4_1783022561.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,741.5 F1 · shares: Includes: (1) 378.2 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 644.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| May 01, 2026 Filed May 1, 2026 22:27 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 2,933 | $49.44 | $145,007.52 |
DisclosureSEC source: 0001628280-26-029465 · wk-form4_1777674437.xml · nonDerivative · entry 2 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,657 F2 · kind: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities vested upon grant pursuant to an election made by the reporting person to receive vested restricted stock units in lieu of the reporting person's annual cash retainer for service on the Issuer's Board of Directors, and receipt of such shares shall be deferred to a future date pursuant to a deferral election made by the reporting person. Read SEC document |
| May 01, 2026 Filed May 1, 2026 22:27 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 4,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-029465 · wk-form4_1777674437.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,724 F1 · kind: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service on the Issuer's Board of Directors on such vesting date, and receipt of such shares shall be deferred to a future date pursuant to a deferral election made by the reporting person. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:26 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 638.912 | $60.65 | $38,750.01 |
DisclosureSEC source: 0001359067-26-000008 · wk-form4_1775161564.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,963.721 Underlying: Common Stock, $0.10 par value · 638.912 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 22:01 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,229.6 | $96.96 | $119,222.02 |
DisclosureSEC source: 0001628280-26-023327 · wk-form4_1775167265.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,718.5 F1 · shares: Includes: (1) 454.2 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 775.4 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 19:10 UTC | TARGET CORP TGT · Entity 2967 | GrantCommon Stock | 2,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001359067-26-000006 · wk-form4_1773429046.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,622 F1 · kind: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan. F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:30 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,996.367 | $55.05 | $220,000.00 |
DisclosureSEC source: 0001359067-26-000004 · wk-form4_1770154246.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,324.809 Underlying: Common Stock, $0.10 par value · 3,996.367 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:14 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 695.217 | $0.00 | $0.00 |
DisclosureSEC source: 0001359067-26-000002 · wk-form4_1767647653.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,934.653 Underlying: Common Stock, $0.10 par value · 695.217 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 17:38 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 912.4 | $113.02 | $103,119.45 |
DisclosureSEC source: 0001628280-26-000273 · wk-form4_1767634716.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,488.9 F1 · shares: Includes: (1) 337.3 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 575.1 deferred stock units under the Plan credited as a quarterly grant under the Plan. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:15 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 831.486 | $0.00 | $0.00 |
DisclosureSEC source: 0001359067-25-000003 · wk-form4_1759443348.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,784.279 Underlying: Common Stock, $0.10 par value · 831.486 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:43 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 947.9 | $113.73 | $107,804.67 |
DisclosureSEC source: 0001628280-25-043771 · wk-form4_1759437795.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,576.5 F1 · shares: Includes: (1) 366.3 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 581.6 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 21:48 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 810.11 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000121 · wk-form4_1751406483.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,497.258 Underlying: Common Stock, $0.10 par value · 810.11 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 23:58 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 821.6 | $119.43 | $98,123.69 |
DisclosureSEC source: 0001628280-25-034109 · wk-form4_1751500722.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,628.6 F1 · shares: Includes: (1) 319.2 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 502.4 deferred stock units under the Plan credited as a quarterly grant under the Plan. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:24 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 3,576 | $39.16 | $140,036.16 |
DisclosureSEC source: 0001527166-25-000056 · wk-form4_1746217461.xml · nonDerivative · entry 2 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,274 F2 · kind: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities vested upon grant pursuant to an election made by the reporting person to receive vested restricted stock units in lieu of the reporting person's annual cash retainer for service on the Board of Directors of The Carlyle Group Inc., and receipt of such shares shall be deferred to a future date pursuant to a deferral election made by the reporting person. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:24 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 5,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001527166-25-000056 · wk-form4_1746217461.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,698 F1 · kind: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2026, subject to the reporting person's continued service on the Board of Directors of The Carlyle Group Inc. on such vesting date, and receipt of such shares shall be deferred to a future date pursuant to a deferral election made by the reporting person. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 22:01 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 614.855 | $60.99 | $37,500.01 |
DisclosureSEC source: 0000014272-25-000081 · wk-form4_1743544858.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,296.027 Underlying: Common Stock, $0.10 par value · 614.855 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 23:19 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,073 | $99.61 | $106,881.53 |
DisclosureSEC source: 0001744489-25-000091 · wk-form4_1743635970.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,807 F1 · shares: 414.7 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 658.3 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects an adjustment crediting the amount to include dividends accrued pursuant to a dividend reinvestment plan of the Company. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 20:25 UTC | TARGET CORP TGT · Entity 2967 | GrantCommon Stock | 2,946 | $0.00 | $0.00 |
DisclosureSEC source: 0000027419-25-000058 · wk-form4_1741983933.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,383 F1 · kind: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan. F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units. Read SEC document |
| February 01, 2025 Filed Feb 5, 2025 00:23 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,562.431 | $58.95 | $210,005.31 |
DisclosureSEC source: 0000014272-25-000028 · wk-form4_1738715019.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,681.172 Underlying: Common Stock, $0.10 par value · 3,562.431 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 23:28 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 663.013 | $56.56 | $37,500.02 |
DisclosureSEC source: 0000014272-25-000006 · wk-form4_1735860497.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,841.243 Underlying: Common Stock, $0.10 par value · 663.013 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 23:44 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 877.1 | $111.88 | $98,129.95 |
DisclosureSEC source: 0001744489-25-000029 · wk-form4_1735861488.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,734 F1 · shares: 340.8 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 536.3 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 21:43 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 724.778 | $51.74 | $37,500.01 |
DisclosureSEC source: 0000014272-24-000137 · wk-form4_1727905426.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,892.231 Underlying: Common Stock, $0.10 par value · 724.778 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 17:05 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,117.4 | $94.13 | $105,180.86 |
DisclosureSEC source: 0001744489-24-000256 · wk-form4_1727888699.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,856.9 F1 · shares: 432 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 685.4 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects an adjustment crediting the amount to include dividends accrued pursuant to a dividend reinvestment plan of the Company. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 21:23 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 902.962 | $41.53 | $37,500.01 |
DisclosureSEC source: 0000014272-24-000110 · wk-form4_1719955424.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,857.829 Underlying: Common Stock, $0.10 par value · 902.962 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 21:12 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 966.6 | $101.51 | $98,119.57 |
DisclosureSEC source: 0001744489-24-000216 · wk-form4_1719954767.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,739.5 F1 · shares: 375.5 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 591.1 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| May 01, 2024 Filed May 3, 2024 21:28 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 5,004 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-053080 · ownership.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,463 F1 · shares: These securities are restricted stock unit awards granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2025, subject to the reporting person's continued service on the Board of Directors of The Carlyle Group Inc. on such vesting date. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 22:40 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 691.499 | $54.23 | $37,499.99 |
DisclosureSEC source: 0000014272-24-000084 · wk-form4_1712097617.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,634.109 Underlying: Common Stock, $0.10 par value · 691.499 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 00:25 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 873.1 | $116.95 | $102,109.05 |
DisclosureSEC source: 0001744489-24-000135 · wk-form4_1712103913.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,772.9 F1 · shares: 338 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 535.1 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects an adjustment crediting the amount to include dividends accrued pursuant to a dividend reinvestment plan of the Company. Read SEC document |
| March 13, 2024 Filed Mar 15, 2024 20:20 UTC | TARGET CORP TGT · Entity 2967 | GrantCommon Stock | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0000027419-24-000094 · wk-form4_1710534006.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,159 F1 · kind: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan. F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 00:26 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 4,314.773 | $48.67 | $210,000.00 |
DisclosureSEC source: 0000014272-24-000034 · wk-form4_1707179154.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,942.61 Underlying: Common Stock, $0.10 par value · 4,314.773 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:47 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,069 | $91.79 | $98,123.51 |
DisclosureSEC source: 0001744489-24-000025 · wk-form4_1704250057.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,899.8 F1 · shares: 415.3 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 653.7 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:39 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 706.49 | $51.31 | $36,250.00 |
DisclosureSEC source: 0000014272-24-000010 · wk-form4_1704321568.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,401 Underlying: Common Stock, $0.10 par value · 706.49 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 22:33 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 624.569 | $58.04 | $36,249.98 |
DisclosureSEC source: 0000014272-23-000165 · wk-form4_1696372388.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,499.99 Underlying: Common Stock, $0.10 par value · 624.569 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:47 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,198.6 | $81.87 | $98,129.38 |
DisclosureSEC source: 0001744489-23-000188 · wk-form4_1696366033.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,830.8 F1 · shares: 465.7 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 732.9 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:33 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 566.849 | $63.95 | $36,249.99 |
DisclosureSEC source: 0000014272-23-000138 · wk-form4_1688592789.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,720.528 Underlying: Common Stock, $0.10 par value · 566.849 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 22:05 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,098.7 | $89.17 | $97,971.08 |
DisclosureSEC source: 0001744489-23-000148 · wk-form4_1688594715.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,632.2 F1 · shares: 425.8 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 672.9 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:10 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 6,238 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-012103 · doc4.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,459 F1 · shares: These securities are restricted stock unit awards granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2024, subject to the reporting person's continued service on the Board of Directors of The Carlyle Group Inc. on such vesting date. Read SEC document |
| March 31, 2023 Filed Apr 5, 2023 00:38 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 523.013 | $69.31 | $36,250.03 |
DisclosureSEC source: 0000014272-23-000093 · wf-form4_168065510789715.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,020.179 Underlying: Common Stock, $0.10 par value · 523.013 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 23:13 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 950 | $96.05 | $91,247.50 |
DisclosureSEC source: 0001744489-23-000072 · wf-form4_168064997187061.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,533.5 F1 · shares: 325.3 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 624.7 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| March 08, 2023 Filed Mar 11, 2023 00:59 UTC | TARGET CORP TGT · Entity 2967 | GrantCommon Stock | 1,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-003768 · doc4.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,047 F1 · kind: Award of restricted stock units pursuant to Target Corporation 2020 Long-Term Incentive Plan. F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 00:20 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 2,807.806 | $71.23 | $200,000.02 |
DisclosureSEC source: 0000014272-23-000038 · wf-form4_167547002218011.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,497.166 Underlying: Common Stock, $0.10 par value · 2,807.806 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 22:21 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 503.822 | $71.95 | $36,249.99 |
DisclosureSEC source: 0000014272-23-000009 · wf-form4_167287087197697.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,588.622 Underlying: Common Stock, $0.10 par value · 503.822 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 23:14 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,049.9 | $86.92 | $91,257.31 |
DisclosureSEC source: 0001744489-23-000033 · wf-form4_167287406565243.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,583.5 F1 · shares: 359.6 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 690.3 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| September 30, 2022 Filed Oct 5, 2022 01:52 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 509.917 | $71.09 | $36,250.00 |
DisclosureSEC source: 0000014272-22-000192 · wf-form4_166493472432084.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,001.392 Underlying: Common Stock, $0.10 par value · 509.917 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2022 Filed Oct 5, 2022 01:13 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 901 | $101.28 | $91,253.28 |
DisclosureSEC source: 0001744489-22-000179 · wf-form4_166493213999418.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,533.6 F1 · shares: 308.6 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 592.4 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:29 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 470.779 | $77.00 | $36,249.98 |
DisclosureSEC source: 0000014272-22-000157 · wf-form4_165705293212842.xml · derivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,407.8 Underlying: Common Stock, $0.10 par value · 470.779 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2022 Filed Jul 6, 2022 00:11 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 958.2 | $95.24 | $91,258.97 |
DisclosureSEC source: 0001744489-22-000148 · wf-form4_165706628490778.xml · nonDerivative · entry 1 Rice Derica W · CIK 0001359067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,632.6 F1 · shares: 328.2 of such stock units have been credited to the reporting person's account under The Walt Disney Company's 2011 Amended and Restated Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 630 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. 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.