Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORD MOTOR COF · Entity 1829 | Director | October 30, 2020 | November 03, 2020 |
| NIKE, Inc.NKE · Entity 2537 | Director | July 26, 2019 | July 29, 2019 |
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 October 30, 2020 · Filed November 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 216,994 |
Reported balance
After 2020-10-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-10-30 · Grant · Acquired 12,936 · Balance 216,994 F1: These Ford Stock Units were acquired under the Company's 2014 Stock Plan for Non-Employee Directors. 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 were acquired under the Company's 2014 Stock Plan for Non-Employee Directors. These Ford Stock Units will be converted into shares of Ford Common Stock and distributed to me, without payment, following termination of Board service.
NIKE, Inc.
Report date July 26, 2019 · Filed July 29, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 81,645 |
Ending reported balance
After 2019-07-26 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-07-26 · Exercise / conversion · Acquired 5,406 · Balance 68,457 F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the last day of the second month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans. Row 2 · 2019-07-26 · Sale · Disposed 5,406 · Balance 63,051 F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the last day of the second month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans. Row 3 · 2019-07-26 · Exercise / conversion · Acquired 18,594 · Balance 81,645 F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the last day of the second month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.60 · Expires 2020-09-20 | Direct | 18,594 |
Reported balance
After 2019-07-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-07-26 · Exercise / conversion · Disposed 5,406 · Balance 18,594 F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the last day of the second month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans. F2: Option granted on 09/20/2010 and became exercisable with respect to 100% of the shares on the date of the first annual meeting of shareholders of the Company held after Grant Date. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.60 · Expires 2020-09-20 | Direct | 0 |
Reported balance
After 2019-07-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-07-26 · Exercise / conversion · Disposed 18,594 · Balance 0 F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the last day of the second month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans. F2: Option granted on 09/20/2010 and became exercisable with respect to 100% of the shares on the date of the first annual meeting of shareholders of the Company held after Grant Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the last day of the second month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans.
F2: Option granted on 09/20/2010 and became exercisable with respect to 100% of the shares on the date of the first annual meeting of shareholders of the Company held after Grant Date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ELI LILLY & Co
Report date May 04, 2017 · Filed December 13, 2017
Section 16 reporting ended · disclosed 2017-12-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 823,219 |
Reported balance
After 2017-05-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-05-04 · Gift · Disposed 11,072 · Balance 823,219 |
| Common StockSEC Table I · non-derivative | Direct | 436,161 |
Reported balance
After 2017-05-25 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-05-25 · Gift · Disposed 387,058 · Balance 436,161 F1: Reflects number of shares owned as of May 31, 2017. |
| Common StockSEC Table I · non-derivative | Indirectby wife | 436,160 |
Reported balance
After 2017-05-25 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2017-05-25 · Gift · Acquired 387,058 · Balance 436,160 F1: Reflects number of shares owned as of May 31, 2017. F2: Reporting person disclaims beneficial ownership of these shares. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 21,367 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 21,367 F1: Reflects number of shares owned as of May 31, 2017. |
| Common StockSEC Table I · non-derivative | Indirectby family limited partnership | 22,589 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 22,589 F1: Reflects number of shares owned as of May 31, 2017. F3: Family limited partnership of which reporting person and his wife are the general partners. Reporting person disclaim beneficial ownership of shares held by family limited partnership except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectThe John C. Lechleiter Spouse and Descendants Trust dtd 11/1/12 | 72,140 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 72,140 F1: Reflects number of shares owned as of May 31, 2017. F4: Irrevocable trust for the benefit of reporting person's spouse and children. Spouse is trustee. Reporting person disclaims beneficial ownership of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects number of shares owned as of May 31, 2017.
F2: Reporting person disclaims beneficial ownership of these shares.
F3: Family limited partnership of which reporting person and his wife are the general partners. Reporting person disclaim beneficial ownership of shares held by family limited partnership except to the extent of his pecuniary interest therein.
F4: Irrevocable trust for the benefit of reporting person's spouse and children. Spouse is trustee. Reporting person disclaims beneficial ownership of these shares.
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 |
|---|---|---|---|---|---|---|
| February 11, 2005 Filed Feb 15, 2005 22:03 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantEmployee stock option (right to buy) · Derivative | 127,811 | $0.00 Strike: $55.65 | $0.00 |
DisclosureSEC source: 0000059478-05-000063 · doc4.xml · derivative · entry 1 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharmaceutical Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,811 Underlying: Common Stock · 127,811 shares Expires 2015-02-10 Read SEC document |
| January 14, 2005 Filed Jan 18, 2005 19:32 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 14,000 | $56.79 | $795,060.00 |
DisclosureSEC source: 0000059478-05-000013 · doc4.xml · nonDerivative · entry 1 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharmaceutical Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,351 Read SEC document |
| September 09, 2004 Filed Feb 14, 2005 23:48 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-05-000048 · doc5.xml · nonDerivative · entry 2 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharmaceutical Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,280 Read SEC document |
| July 08, 2004 Filed Jul 12, 2004 18:56 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 27,728 | $0.00 Strike: $23.41 | $0.00 |
DisclosureSEC source: 0000059478-04-000129 · doc4.xml · derivative · entry 8 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharmaceutical Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,728 shares Expires 2005-10-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 08, 2004 Filed Jul 12, 2004 18:56 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 27,728 | $23.41 | $649,043.16 |
DisclosureSEC source: 0000059478-04-000129 · doc4.xml · nonDerivative · entry 1 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharmaceutical Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,351 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 23, 2004 Filed Feb 14, 2005 23:48 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 761 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-05-000048 · doc5.xml · nonDerivative · entry 1 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharmaceutical Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,590 Read SEC document |
| February 17, 2004 Filed Feb 19, 2004 19:58 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantEmployee stock option (right to buy) · Derivative | 200,000 | $0.00 Strike: $73.11 | $0.00 |
DisclosureSEC source: 0000059478-04-000074 · doc4.xml · derivative · entry 1 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharmaceutical Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2014-02-14 Read SEC document |
| December 22, 2003 Filed Feb 17, 2004 19:25 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-04-000031 · doc5.xml · nonDerivative · entry 3 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharmaceutical Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,623 Read SEC document |
| December 18, 2003 Filed Feb 17, 2004 19:25 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 523 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-04-000031 · doc5.xml · nonDerivative · entry 2 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharmaceutical Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,498 Read SEC document |
| December 17, 2003 Filed Feb 17, 2004 19:25 UTC | ELI LILLY & Co LLY · Entity 2794 | GiftCommon Stock | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-04-000031 · doc5.xml · nonDerivative · entry 1 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharmaceutical Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,021 Read SEC document |
| July 09, 2003 Filed Jul 11, 2003 18:37 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 25,180 | $0.00 Strike: $14.66 | $0.00 |
DisclosureSEC source: 0000059478-03-000016 · doc4.xml · derivative · entry 2 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharma Prod./Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,180 shares Expires 2004-10-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 09, 2003 Filed Jul 11, 2003 18:37 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 25,180 | $14.66 | $369,075.85 |
DisclosureSEC source: 0000059478-03-000016 · doc4.xml · nonDerivative · entry 1 LECHLEITER JOHN C · CIK 0001209281 · EVP, Pharma Prod./Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,578 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.