Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELTA AIR LINES, INC.DAL · Entity 3029 | EVP & Pres. - International | August 04, 2026 | August 06, 2026 |
| RTX CorpUTX · Entity 2823 | Pres. & CEO, UTC Prop. & Aero. | January 02, 2015 | January 06, 2015 |
| Wheels Up Experience Inc.UP · Entity 6501 | Director | September 20, 2023 | September 29, 2023 |
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.
DELTA AIR LINES, INC.
Report date August 04, 2026 · Filed August 06, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.78 · Expires 2031-02-02 | Direct | 33,060 |
Reported balance
After 2026-08-04 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-08-04 · Exercise / conversion · Disposed 35,000 · Balance 33,060 F1: The option is currently exercisable. F2: This amended Form 4 is filed solely to correct a typographical error in Column 9 "Number of Derivative Securities Beneficially Owned Following Reported Transaction(s)." |
Filing footnotes · ownership attribution and instrument terms
F1: The option is currently exercisable.
F2: This amended Form 4 is filed solely to correct a typographical error in Column 9 "Number of Derivative Securities Beneficially Owned Following Reported Transaction(s)."
RTX Corp
Report date January 02, 2015 · Filed January 06, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $115.04 · Expires 2025-01-01 | Direct | 64,500 |
Reported balance
After 2015-01-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2015-01-02 · Grant · Acquired 64,500 · Balance 64,500 F1: The reporting person was also awarded 15,400 performance share units (PSUs) under the UTC Long Term Incentive Plan. Each PSU has a value equal to one share of UTC Common Stock. These PSUs vest solely upon achievement of pre-established performance targets for UTCs earnings per share and total shareholder return over a three year time period. |
| Common StockSEC Table I · non-derivative | Direct | 36,531 |
Reported balance
Holding disclosure · report date 2015-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 36,531 |
| Common StockSEC Table I · non-derivative | IndirectBy Savings Plan Trustee | 4,678 |
Reported balance
Holding disclosure · report date 2015-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,678 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was also awarded 15,400 performance share units (PSUs) under the UTC Long Term Incentive Plan. Each PSU has a value equal to one share of UTC Common Stock. These PSUs vest solely upon achievement of pre-established performance targets for UTCs earnings per share and total shareholder return over a three year time period.
Wheels Up Experience Inc.
Report date September 20, 2023 · Filed September 29, 2023
This filing explicitly reported no securities owned.
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 15, 2010 Filed Dec 16, 2010 22:23 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 3,500 | $79.13 | $276,962.00 |
DisclosureSEC source: 0001225208-10-027209 · doc4.xml · nonDerivative · entry 1 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,771 Read SEC document |
| October 28, 2010 Filed Oct 29, 2010 21:10 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 5,000 | $75.00 | $375,000.00 |
DisclosureSEC source: 0001225208-10-023652 · doc4.xml · nonDerivative · entry 1 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,271 Read SEC document |
| February 09, 2010 Filed Feb 10, 2010 22:29 UTC | RTX Corp UTX · Entity 2823 | Tax withholdingCommon Stock | 2,913 | $65.40 | $190,510.20 |
DisclosureSEC source: 0001225208-10-003927 · doc4.xml · nonDerivative · entry 2 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,271 Read SEC document |
| February 09, 2010 Filed Feb 10, 2010 22:29 UTC | RTX Corp UTX · Entity 2823 | GrantCommon Stock | 8,700 | $65.40 | $568,980.00 |
DisclosureSEC source: 0001225208-10-003927 · doc4.xml · nonDerivative · entry 1 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,184 F1 · shares: The acquisition of shares of UTC common stock represents the vesting of performance share units (PSUs) previously awarded on January 3, 2007 to the reporting person under the UTC 2005 Long Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. The PSUs vested solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three year performance period. Read SEC document |
| January 04, 2010 Filed Jan 6, 2010 22:14 UTC | RTX Corp UTX · Entity 2823 | GrantStock Appreciation Right · Derivative | 80,500 | $0.00 Strike: $71.63 | $0.00 |
DisclosureSEC source: 0001225208-10-001003 · doc4.xml · derivative · entry 1 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,500 Underlying: Common Stock · 80,500 shares Expires 2020-01-03 F1 · balance_after: The reporting person was also awarded 23,200 performance share units (PSUs) under the UTC Long Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. These PSUs vest solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three year performance period. Read SEC document |
| December 16, 2009 Filed Dec 17, 2009 22:05 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 26,400 | $0.00 Strike: $31.71 | $0.00 |
DisclosureSEC source: 0001225208-09-024656 · doc4.xml · derivative · entry 4 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,400 shares Expires 2013-01-01 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 |
| December 16, 2009 Filed Dec 17, 2009 22:05 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 26,400 | $70.50 | $1,861,200.00 |
DisclosureSEC source: 0001225208-09-024656 · doc4.xml · nonDerivative · entry 2 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,484 Read SEC document |
| December 16, 2009 Filed Dec 17, 2009 22:05 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 26,400 | $31.71 | $837,012.00 |
DisclosureSEC source: 0001225208-09-024656 · doc4.xml · nonDerivative · entry 1 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,884 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 |
| September 14, 2009 Filed Sep 15, 2009 21:19 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 2,500 | $61.38 | $153,450.00 |
DisclosureSEC source: 0001225208-09-018903 · doc4.xml · nonDerivative · entry 1 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,484 Read SEC document |
| September 10, 2009 Filed Sep 14, 2009 22:09 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $31.71 | $0.00 |
DisclosureSEC source: 0001225208-09-018872 · doc4.xml · derivative · entry 6 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,400 Underlying: Common Stock · 5,000 shares Expires 2013-01-01 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 |
| September 10, 2009 Filed Sep 14, 2009 22:09 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 3,100 | $61.93 | $191,989.20 |
DisclosureSEC source: 0001225208-09-018872 · doc4.xml · nonDerivative · entry 4 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,984 Read SEC document |
| September 10, 2009 Filed Sep 14, 2009 22:09 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,800 | $61.93 | $111,477.60 |
DisclosureSEC source: 0001225208-09-018872 · doc4.xml · nonDerivative · entry 3 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,084 Read SEC document |
| September 10, 2009 Filed Sep 14, 2009 22:09 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 100 | $61.94 | $6,194.10 |
DisclosureSEC source: 0001225208-09-018872 · doc4.xml · nonDerivative · entry 2 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,884 Read SEC document |
| September 10, 2009 Filed Sep 14, 2009 22:09 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 5,000 | $31.71 | $158,525.00 |
DisclosureSEC source: 0001225208-09-018872 · doc4.xml · nonDerivative · entry 1 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,984 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 09, 2009 Filed Feb 11, 2009 22:10 UTC | RTX Corp UTX · Entity 2823 | Tax withholdingCommon Stock | 5,346 | $49.62 | $265,268.52 |
DisclosureSEC source: 0001225208-09-003408 · doc4.xml · nonDerivative · entry 2 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,984 Read SEC document |
| February 09, 2009 Filed Feb 11, 2009 22:10 UTC | RTX Corp UTX · Entity 2823 | GrantCommon Stock | 16,745 | $49.62 | $830,886.90 |
DisclosureSEC source: 0001225208-09-003408 · doc4.xml · nonDerivative · entry 1 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,330 F1 · shares: The acquisition of shares of UTC common stock represents the vesting of performance share units (PSUs) previously awarded on January 3, 2006 to the reporting person under the UTC 2005 Long Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. The PSUs vested solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three year performance period. Read SEC document |
| January 02, 2009 Filed Jan 6, 2009 22:08 UTC | RTX Corp UTX · Entity 2823 | GrantStock Appreciation Right · Derivative | 79,000 | $0.00 Strike: $54.95 | $0.00 |
DisclosureSEC source: 0001225208-09-000817 · doc4.xml · derivative · entry 1 BELLEMARE ALAIN · CIK 0001449365 · President, Hamilton Sundstrand 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,000 Underlying: Common Stock · 79,000 shares Expires 2019-01-01 F1 · balance_after: The reporting person was also awarded 18,200 performance share units (PSUs) under the UTC Long Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. These PSUs vest solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three year performance period. 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.