Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cyclo Therapeutics, Inc.CYTH · Entity 82635 | Director | February 27, 2025 | February 28, 2025 |
| VISA INC.V · Entity 495 | Director | November 19, 2015 | November 23, 2015 |
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.
Cyclo Therapeutics, Inc.
Report date February 27, 2025 · Filed February 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 173,966 |
Reported balance
After 2025-02-27 transaction · row 1
1 source rowRow 1 · 2025-02-27 · Grant · Acquired 25,140 · Balance 173,966 F1: Represents the grant of fully-vested shares of common stock that the Reporting Person elected to receive in lieu of cash compensation under the issuer's non-employee director compensation policy. Grant reflects director compensation for the fourth quarter of 2024 and from January 1, 2025 through March 25, 2025. The number of shares received in lieu of cash was calculated based on the closing price of $0.77 per share of common stock on February 26, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of fully-vested shares of common stock that the Reporting Person elected to receive in lieu of cash compensation under the issuer's non-employee director compensation policy. Grant reflects director compensation for the fourth quarter of 2024 and from January 1, 2025 through March 25, 2025. The number of shares received in lieu of cash was calculated based on the closing price of $0.77 per share of common stock on February 26, 2025.
VISA INC.
Report date November 19, 2015 · Filed November 23, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,880 |
Reported balance
After 2015-11-19 transaction · row 1
1 source rowRow 1 · 2015-11-19 · Exercise / conversion · Acquired 2,880 · Balance 2,880 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2015-11-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2015-11-19 · Exercise / conversion · Disposed 2,880 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,246 |
Reported balance
After 2015-11-19 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2015-11-19 · Grant · Acquired 2,246 · Balance 2,246 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. |
| Class A Common StockSEC Table I · non-derivative | IndirectWilliam Shanahan Revocable Trust | 169,580 |
Reported balance
Holding disclosure · report date 2015-11-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 169,580 F2: Since the date of the reporting person's last ownership report, 3,548 shares which were previously held directly were transferred to the William Shanahan Revocable Trust, of which Mr. Shanahan is the sole trustee and beneficiary. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement.
F2: Since the date of the reporting person's last ownership report, 3,548 shares which were previously held directly were transferred to the William Shanahan Revocable Trust, of which Mr. Shanahan is the sole trustee and beneficiary.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 18, 2008 Filed Mar 20, 2008 15:13 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 3,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-020238 · rrd200392.xml · nonDerivative · entry 1 SHANAHAN WILLIAM S · CIK 0001227259 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,682 F1 · security: Represents restricted stock awarded in connection with the initial public offering of Visa Inc. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. 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.