Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCED ENERGY INDUSTRIES INCAEIS · Entity 3497 | Director | June 15, 2026 | June 17, 2026 |
| MICRON TECHNOLOGY INCMU · Entity 2793 | SVP, DRAM and Emerging Memory | July 12, 2017 | July 14, 2017 |
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.
ADVANCED ENERGY INDUSTRIES INC
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,663 |
Reported balance
After 2026-06-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-15 · Sale · Disposed 1,234 · Balance 6,663 F1: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2025. F2: Mr. Shirley transferred all shares out of The Shirley Family Trust and into the account held directly in his name on October 7, 2025. This was a mere change in the form of beneficial ownership and no change in Mr. Shirley's pecuniary interest. Subsequent Form 4 filings inadvertently continued to report the shares as indirectly held by Mr. Shirley in the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2025.
F2: Mr. Shirley transferred all shares out of The Shirley Family Trust and into the account held directly in his name on October 7, 2025. This was a mere change in the form of beneficial ownership and no change in Mr. Shirley's pecuniary interest. Subsequent Form 4 filings inadvertently continued to report the shares as indirectly held by Mr. Shirley in the trust.
MICRON TECHNOLOGY INC
Report date July 12, 2017 · Filed July 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 264,961 |
Ending reported balance
After 2017-07-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-07-12 · Exercise / conversion · Acquired 27,250 · Balance 292,211 Row 2 · 2017-07-12 · Sale · Disposed 27,250 · Balance 264,961 F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.51 to $31.58, inclusive. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $16.92 · Expires 2019-10-16 | Direct | 27,250 |
Reported balance
After 2017-07-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-07-12 · Exercise / conversion · Disposed 27,250 · Balance 27,250 F2: The option vested in four equal installments on October 16, 2014, 2015, 2016 and 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.51 to $31.58, inclusive.
F2: The option vested in four equal installments on October 16, 2014, 2015, 2016 and 2017.
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 |
|---|---|---|---|---|---|---|
| October 08, 2007 Filed Oct 12, 2007 15:40 UTC | MICRON TECHNOLOGY INC MU · Entity 2793 | GrantCommon Stock | 156,251 | $0.00 | $0.00 |
DisclosureSEC source: 0000723125-07-000103 · edgar.xml · nonDerivative · entry 1 Shirley Brian · CIK 0001353179 · VP of Memory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,795 F1 · price: Not Applicable - grant of restricted stock Read SEC document |
| September 26, 2007 Filed Sep 26, 2007 21:07 UTC | MICRON TECHNOLOGY INC MU · Entity 2793 | Tax withholdingCommon Stock | 3,356 | $10.41 | $34,935.96 |
DisclosureSEC source: 0000723125-07-000069 · edgar.xml · nonDerivative · entry 1 Shirley Brian · CIK 0001353179 · VP of Memory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,544 F1 · price: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock awarded under the Issuer's 2004 Equity Incentive Plan. Read SEC document |
| February 14, 2007 Filed Feb 15, 2007 22:11 UTC | MICRON TECHNOLOGY INC MU · Entity 2793 | SaleCommon Stock | 6,393 | $12.29 | $78,569.97 |
DisclosureSEC source: 0000723125-07-000010 · edgar.xml · nonDerivative · entry 2 Shirley Brian · CIK 0001353179 · VP of Memory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,900 Read SEC document |
| February 13, 2007 Filed Feb 15, 2007 22:11 UTC | MICRON TECHNOLOGY INC MU · Entity 2793 | Tax withholdingCommon Stock | 3,607 | $12.27 | $44,257.89 |
DisclosureSEC source: 0000723125-07-000010 · edgar.xml · nonDerivative · entry 1 Shirley Brian · CIK 0001353179 · VP of Memory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,293 Read SEC document |
| September 26, 2006 Filed Sep 28, 2006 23:21 UTC | MICRON TECHNOLOGY INC MU · Entity 2793 | GrantCommon Stock | 88,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723125-06-000063 · edgar.xml · nonDerivative · entry 1 Shirley Brian · CIK 0001353179 · VP of Memory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,300 F1 · price: Not Applicable - grant of restricted stock Read SEC document |
| September 26, 2006 Filed Dec 19, 2006 23:13 UTC | MICRON TECHNOLOGY INC MU · Entity 2793 | Disposition to issuerCommon Stock | 1,507 | $13.70 | $20,645.90 |
DisclosureSEC source: 0000723125-06-000095 · edgar.xml · nonDerivative · entry 1 Shirley Brian · CIK 0001353179 · VP of Memory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,793 F1 · price: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock awarded under the Issuer's 2004 Equity Incentive Plan. Read SEC document |
| September 26, 2006 Filed Jan 8, 2007 23:13 UTC | MICRON TECHNOLOGY INC MU · Entity 2793 | SaleCommon Stock | 2,893 | $13.57 | $39,258.01 |
DisclosureSEC source: 0000723125-07-000007 · edgar.xml · nonDerivative · entry 1 Shirley Brian · CIK 0001353179 · VP of Memory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,900 Read SEC document |
| August 03, 2006 Filed Aug 7, 2006 20:08 UTC | MICRON TECHNOLOGY INC MU · Entity 2793 | Exercise / conversionNonQualified Stock Option · Derivative | 25,000 | $11.51 Strike: $11.51 | $287,750.00 |
DisclosureSEC source: 0000723125-06-000044 · edgar.xml · derivative · entry 3 Shirley Brian · CIK 0001353179 · VP of Memory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 25,000 shares Expires 2014-09-01 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 |
| August 03, 2006 Filed Aug 7, 2006 20:08 UTC | MICRON TECHNOLOGY INC MU · Entity 2793 | SaleCommon Stock | 25,000 | $15.83 | $395,750.00 |
DisclosureSEC source: 0000723125-06-000044 · edgar.xml · nonDerivative · entry 2 Shirley Brian · CIK 0001353179 · VP of Memory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,200 Read SEC document |
| August 03, 2006 Filed Aug 7, 2006 20:08 UTC | MICRON TECHNOLOGY INC MU · Entity 2793 | Exercise / conversionCommon Stock | 25,000 | $11.51 | $287,750.00 |
DisclosureSEC source: 0000723125-06-000044 · edgar.xml · nonDerivative · entry 1 Shirley Brian · CIK 0001353179 · VP of Memory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,200 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 |
| February 13, 2006 Filed Feb 15, 2006 18:04 UTC | MICRON TECHNOLOGY INC MU · Entity 2793 | GrantCommon Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723125-06-000029 · edgar.xml · nonDerivative · entry 1 Shirley Brian · CIK 0001353179 · VP of Memory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,200 F1 · price: Not Applicable - grant of restricted stock 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.