Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| General Motors CoGM · Entity 2958 | Director | December 31, 2025 | January 05, 2026 |
| Lyft, Inc.LYFT · Entity 2493 | Chief Operating Officer | May 20, 2019 | May 23, 2019 |
| Tesla, Inc.TSLA · Entity 2791 | President, WW Sales/Service | December 05, 2017 | December 07, 2017 |
| lululemon athletica inc.LULU · Entity 3399 | Director | June 25, 2026 | June 29, 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.
General Motors Co
Report date December 31, 2025 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share Units ("DSUs")SEC Table II · derivative / convertible security | Direct | 19,862 |
Reported balance
After 2025-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-31 · Grant · Acquired 4,560 · Balance 19,862 F1: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. |
| Deferred Share Units ("DSUs")SEC Table II · derivative / convertible security | Direct | 20,042 |
Reported balance
After 2025-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-31 · Grant · Acquired 180 · Balance 20,042 F2: Represents dividends accrued on DSUs in 2025 that were credited as additional DSUs at the end of the year. F1: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. |
Filing footnotes · ownership attribution and instrument terms
F1: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment.
F2: Represents dividends accrued on DSUs in 2025 that were credited as additional DSUs at the end of the year.
Lyft, Inc.
Report date May 20, 2019 · Filed May 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 749,155 |
Reported balance
After 2019-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-05-20 · Tax withholding · Disposed 27,140 · Balance 749,155 F1: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. F2: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each restricted stock unit. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 616,413 |
Reported balance
Holding disclosure · report date 2019-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 616,413 F3: These shares are held of record by Oasis Investment Partners LP, over which the Reporting Person shares voting and dispositive power. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person.
F2: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each restricted stock unit.
F3: These shares are held of record by Oasis Investment Partners LP, over which the Reporting Person shares voting and dispositive power.
Tesla, Inc.
Report date December 05, 2017 · Filed December 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,612 |
Ending reported balance
After 2017-12-06 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2017-12-05 · Exercise / conversion · Acquired 530 · Balance 2,769 F1: Shares of the Issuer's common stock were issued to the reporting person upon the vesting of restricted stock units on December 5, 2017. Row 2 · 2017-12-05 · Exercise / conversion · Acquired 261 · Balance 3,030 F1: Shares of the Issuer's common stock were issued to the reporting person upon the vesting of restricted stock units on December 5, 2017. Row 3 · 2017-12-06 · Tax withholding · Disposed 280 · Balance 2,750 F2: PURSUANT TO THE ISSUER'S EQUITY PLAN AND POLICIES, THESE SHARES OF COMMON STOCK WERE AUTOMATICALLY WITHHELD AND SOLD BY THE ISSUER TO SATISFY THE REPORTING PERSON'S TAX WITHHOLDING OBLIGATIONS RELATED TO THE VESTING OF RESTRICTED STOCK UNITS REPORTED HEREIN. Row 4 · 2017-12-06 · Tax withholding · Disposed 138 · Balance 2,612 F2: PURSUANT TO THE ISSUER'S EQUITY PLAN AND POLICIES, THESE SHARES OF COMMON STOCK WERE AUTOMATICALLY WITHHELD AND SOLD BY THE ISSUER TO SATISFY THE REPORTING PERSON'S TAX WITHHOLDING OBLIGATIONS RELATED TO THE VESTING OF RESTRICTED STOCK UNITS REPORTED HEREIN. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,395 |
Reported balance
After 2017-12-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-12-05 · Exercise / conversion · Disposed 261 · Balance 3,395 F3: 523 of the restricted units included in this grant vested on September 5, 2017 and the remaining 3,656 commenced vesting in fourteen equal quarterly installments beginning December 5, 2017. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,300 |
Reported balance
After 2017-12-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-12-05 · Exercise / conversion · Disposed 530 · Balance 5,300 F4: 1,060 of the restricted units included in this grant vested on December 5, 2016 and the remaining 7,420 commenced vesting in fourteen equal quarterly installments beginning March 5, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of the Issuer's common stock were issued to the reporting person upon the vesting of restricted stock units on December 5, 2017.
F2: PURSUANT TO THE ISSUER'S EQUITY PLAN AND POLICIES, THESE SHARES OF COMMON STOCK WERE AUTOMATICALLY WITHHELD AND SOLD BY THE ISSUER TO SATISFY THE REPORTING PERSON'S TAX WITHHOLDING OBLIGATIONS RELATED TO THE VESTING OF RESTRICTED STOCK UNITS REPORTED HEREIN.
F3: 523 of the restricted units included in this grant vested on September 5, 2017 and the remaining 3,656 commenced vesting in fourteen equal quarterly installments beginning December 5, 2017.
F4: 1,060 of the restricted units included in this grant vested on December 5, 2016 and the remaining 7,420 commenced vesting in fourteen equal quarterly installments beginning March 5, 2017.
lululemon athletica inc.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,928 |
Reported balance
After 2026-06-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 1,606 · Balance 10,928 F1: The reporting person received restricted stock units. Each restricted stock unit represents the right to receive one share of common stock and vests as to 100% on the earlier of (a) June 25, 2027, or (b) the date of the Company's 2027 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received restricted stock units. Each restricted stock unit represents the right to receive one share of common stock and vests as to 100% on the earlier of (a) June 25, 2027, or (b) the date of the Company's 2027 annual meeting of stockholders.
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 |
|---|---|---|---|---|---|---|
| December 05, 2016 Filed Dec 7, 2016 23:00 UTC | Tesla, Inc. TSLA · Entity 2791 | Exercise / conversionRestricted Stock Unit · Derivative | 1,060 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001670512-16-000007 · edgardoc.xml · derivative · entry 3 McNeill Jon · CIK 0001670512 · President, WW Sales/Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,420 Underlying: Common Stock · 1,060 shares Expires not disclosed 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. F3 · derivative.exercise_date: 1,060 of the restricted units included in this grant vested on December 5, 2016 and the remaining 7,420 will commence vesting in fourteen equal quarterly installments beginning March 5, 2017. F3 · derivative.expiration_date: 1,060 of the restricted units included in this grant vested on December 5, 2016 and the remaining 7,420 will commence vesting in fourteen equal quarterly installments beginning March 5, 2017. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 23:00 UTC | Tesla, Inc. TSLA · Entity 2791 | Tax withholdingCommon Stock | 402 | $185.52 | $74,579.04 |
DisclosureSEC source: 0001670512-16-000007 · edgardoc.xml · nonDerivative · entry 2 McNeill Jon · CIK 0001670512 · President, WW Sales/Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658 F2 · kind: PURSUANT TO THE ISSUER'S EQUITY PLAN AND POLICIES, SHARES OF COMMON STOCK WERE AUTOMATICALLY WITHHELD AND SOLD BY THE ISSUER TO SATISFY THE REPORTING PERSON'S TAX WITHHOLDING OBLIGATIONS RELATED TO THE VESTING OF RESTRICTED STOCK UNITS REPORTED HEREIN. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 23:00 UTC | Tesla, Inc. TSLA · Entity 2791 | Exercise / conversionCommon Stock | 1,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001670512-16-000007 · edgardoc.xml · nonDerivative · entry 1 McNeill Jon · CIK 0001670512 · President, WW Sales/Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,060 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Shares of the Issuer's common stock were issued to the reporting person upon the vesting of restricted stock units on December 5, 2016. Read SEC document |
| April 11, 2016 Filed Apr 13, 2016 21:56 UTC | Tesla, Inc. TSLA · Entity 2791 | GrantRestricted Stock Unit · Derivative | 8,480 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001670512-16-000002 · edgardoc.xml · derivative · entry 3 McNeill Jon · CIK 0001670512 · President, Global Sales & Svc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,480 Underlying: Common Stock · 8,480 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: 1/8th of the restricted stock units will vest on December 5, 2016 and 1/16th of the units will vest every three months thereafter. F3 · derivative.expiration_date: 1/8th of the restricted stock units will vest on December 5, 2016 and 1/16th of the units will vest every three months thereafter. Read SEC document |
| April 11, 2016 Filed Apr 13, 2016 21:56 UTC | Tesla, Inc. TSLA · Entity 2791 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 25,012 | $0.00 Strike: $249.92 | $0.00 |
DisclosureSEC source: 0001670512-16-000002 · edgardoc.xml · derivative · entry 2 McNeill Jon · CIK 0001670512 · President, Global Sales & Svc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,012 Underlying: Common Stock · 25,012 shares Expires 2026-04-11 F1 · derivative.exercise_date: 1/8th of the shares subject to the option become vested and exercisable on October 11, 2016 and 1/48th of the shares subject to the option shall become vested and exercisable every month thereafter. Read SEC document |
| April 11, 2016 Filed Apr 13, 2016 21:56 UTC | Tesla, Inc. TSLA · Entity 2791 | GrantIncentive Stock Option (right to buy) · Derivative | 427 | $0.00 Strike: $249.92 | $0.00 |
DisclosureSEC source: 0001670512-16-000002 · edgardoc.xml · derivative · entry 1 McNeill Jon · CIK 0001670512 · President, Global Sales & Svc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427 Underlying: Common Stock · 427 shares Expires 2026-04-11 F1 · derivative.exercise_date: 1/8th of the shares subject to the option become vested and exercisable on October 11, 2016 and 1/48th of the shares subject to the option shall become vested and exercisable every month thereafter. 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.