Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accenture plcACN · Entity 2893 | Director | February 03, 2017 | February 07, 2017 |
| MICROSOFT CORPMSFT · Entity 1016 | Director | December 02, 2014 | December 03, 2014 |
| Motive Capital Corp IIMTVC · Entity 123852 | Director | December 06, 2021 | December 07, 2021 |
| PEPSICO INCPEP · Entity 2848 | Director | October 01, 2026 | October 05, 2026 |
| PRICE T ROWE GROUP INCTROW · Entity 3212 | Director | September 29, 2026 | September 30, 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.
Accenture plc
Report date February 03, 2017 · Filed February 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 39,299 |
Reported balance
After 2017-02-03 transaction · row 1
1 source rowRow 1 · 2017-02-03 · Tax withholding · Disposed 794 · Balance 39,299 |
| Class A ordinary sharesSEC Table I · non-derivative | IndirectShares held by husband | 6,207 |
Reported balance
Holding disclosure · report date 2017-02-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,207 |
MICROSOFT CORP
Report date December 02, 2014 · Filed December 03, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,414 |
Reported balance
After 2014-12-02 transaction · row 1
1 source rowRow 1 · 2014-12-02 · Grant · Acquired 774 · Balance 26,414 F1: Represents stock award which is fully vested on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock award which is fully vested on the date of grant.
Motive Capital Corp II
Report date December 06, 2021 · Filed December 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-12-06 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-261084) under the heading "Description of Securities-Founder Shares," the Class B ordinary shares, par value $0.0001, are automatically convertible into our Class A ordinary shares concurrently with or immediately following the consummation of our initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-261084) under the heading "Description of Securities-Founder Shares," the Class B ordinary shares, par value $0.0001, are automatically convertible into our Class A ordinary shares concurrently with or immediately following the consummation of our initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights.
PEPSICO INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Direct | 51,722.0748 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-30 · Grant · Acquired 1,951.0962 · Balance 50,129.7182 F1: This number includes the phantom stock units acquired on various dates between October 1, 2025 and September 30, 2026 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $126.72 to $155.29, payable in shares of PepsiCo Common Stock on a one-for-one basis. Row 2 · 2026-10-01 · Grant · Acquired 1,592.3566 · Balance 51,722.0748 F2: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: This number includes the phantom stock units acquired on various dates between October 1, 2025 and September 30, 2026 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $126.72 to $155.29, payable in shares of PepsiCo Common Stock on a one-for-one basis.
F2: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors.
PRICE T ROWE GROUP INC
Report date September 29, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,653.7239 |
Reported balance
After 2026-09-29 transaction · row 1
1 source rowRow 1 · 2026-09-29 · Grant · Acquired 120.4502 · Balance 15,653.7239 F1: This is pursuant to the T. Rowe Price Group, Inc. 2017 Non-Employee Director Equity Plan with respect to dividends declared by the issuer on it's Common Stock. These shares were credited as fully-vested dividend reinvestment shares. |
| Common StockSEC Table I · non-derivative | IndirectThe Dina Dublon Family Trust | 1,890 |
Reported balance
Holding disclosure · report date 2026-09-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,890 |
Filing footnotes · ownership attribution and instrument terms
F1: This is pursuant to the T. Rowe Price Group, Inc. 2017 Non-Employee Director Equity Plan with respect to dividends declared by the issuer on it's Common Stock. These shares were credited as fully-vested dividend reinvestment shares.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Forge Global Holdings, Inc.
Report date March 21, 2022 · Filed March 23, 2022
Section 16 reporting ended · disclosed 2022-03-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
After 2022-03-21 transaction · row 1
1 source rowRow 1 · 2022-03-21 · Exercise / conversion · Acquired 30,000 · Balance 30,000 F2: On March 21, 2022, Motive consummated the Business Combination with Forge Global, Inc. In connection with the Business Combination and the transactions contemplated thereby (including the domestication of Motive from the Cayman Islands into Delware), each Class B ordinary share converted into one share of Common Stock of the Issuer. The reporting person resigned as a director of the Issuer on the calendar day prior to the consummation of the Business Combination. F1: As described in Motive Capital Corp's ("Motive" and the former name of the Issuer) registration statement on Form S-1 (File No. 333-250947) under the heading "Description of Securities-Founder Shares," the Class B ordinary shares, par value $0.0001 per share, were automatically convertible into Class A ordinary shares of the Issuer concurrently with or immediately following the consummation of its initial business combination (the "Business Combination") on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. |
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-03-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-21 · Exercise / conversion · Disposed 30,000 · Balance 0 F1: As described in Motive Capital Corp's ("Motive" and the former name of the Issuer) registration statement on Form S-1 (File No. 333-250947) under the heading "Description of Securities-Founder Shares," the Class B ordinary shares, par value $0.0001 per share, were automatically convertible into Class A ordinary shares of the Issuer concurrently with or immediately following the consummation of its initial business combination (the "Business Combination") on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. F2: On March 21, 2022, Motive consummated the Business Combination with Forge Global, Inc. In connection with the Business Combination and the transactions contemplated thereby (including the domestication of Motive from the Cayman Islands into Delware), each Class B ordinary share converted into one share of Common Stock of the Issuer. The reporting person resigned as a director of the Issuer on the calendar day prior to the consummation of the Business Combination. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in Motive Capital Corp's ("Motive" and the former name of the Issuer) registration statement on Form S-1 (File No. 333-250947) under the heading "Description of Securities-Founder Shares," the Class B ordinary shares, par value $0.0001 per share, were automatically convertible into Class A ordinary shares of the Issuer concurrently with or immediately following the consummation of its initial business combination (the "Business Combination") on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights.
F2: On March 21, 2022, Motive consummated the Business Combination with Forge Global, Inc. In connection with the Business Combination and the transactions contemplated thereby (including the domestication of Motive from the Cayman Islands into Delware), each Class B ordinary share converted into one share of Common Stock of the Issuer. The reporting person resigned as a director of the Issuer on the calendar day prior to the consummation of the Business Combination.
JPMORGAN CHASE & CO
Report date October 21, 2004 · Filed November 05, 2004
Section 16 reporting ended · disclosed 2004-11-05. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| September 14, 2006 Filed Sep 15, 2006 21:57 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-06-000024 · edgar.xml · derivative · entry 2 DUBLON DINA · CIK 0001160193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,309 Underlying: Common Stock · 15 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors Read SEC document |
| June 08, 2006 Filed Jun 9, 2006 21:53 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0001017391-06-000003 · edgar.xml · derivative · entry 2 DUBLON DINA · CIK 0001160193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,294 Underlying: Common Stock · 17 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors Read SEC document |
| March 09, 2006 Filed Mar 13, 2006 23:00 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-06-000011 · edgar.xml · derivative · entry 2 DUBLON DINA · CIK 0001160193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,277 Underlying: Common Stock · 14 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors Read SEC document |
| January 31, 2006 Filed Feb 2, 2006 23:21 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 4,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-06-000005 · edgar.xml · derivative · entry 2 DUBLON DINA · CIK 0001160193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,262 Underlying: Common Stock · 4,262 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors Read SEC document |
| March 22, 2005 Filed Mar 23, 2005 23:41 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193096-05-000004 · edgar.xml · nonDerivative · entry 1 DUBLON DINA · CIK 0001160193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · shares: Represents stock award which shall vest over 5 years at the rate of 20% on March 22, 2006, and then at the rate of 20% on each March 22 thereafter, subject to continued service as a Director. F1 · balance_after: Represents stock award which shall vest over 5 years at the rate of 20% on March 22, 2006, and then at the rate of 20% on each March 22 thereafter, subject to continued service as a Director. Read SEC document |
| September 16, 2004 Filed Sep 22, 2004 20:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000339 · dub507.xml · nonDerivative · entry 2 DUBLON DINA · CIK 0001160193 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,106.607 Read SEC document |
| September 14, 2004 Filed Sep 22, 2004 20:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000339 · dub507.xml · nonDerivative · entry 1 DUBLON DINA · CIK 0001160193 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,606.607 Read SEC document |
| March 24, 2004 Filed Mar 26, 2004 19:47 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000202 · dub425.xml · nonDerivative · entry 1 DUBLON DINA · CIK 0001160193 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,603.2074 Read SEC document |
| February 12, 2004 Filed Feb 13, 2004 23:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 20,000 | $40.35 | $806,964.00 |
DisclosureSEC source: 0000019617-04-000187 · dub415.xml · nonDerivative · entry 2 DUBLON DINA · CIK 0001160193 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,753.2084 Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 23:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Right · Derivative | 178,304 | $0.00 Strike: $39.96 | $0.00 |
DisclosureSEC source: 0000019617-04-000187 · dub415.xml · derivative · entry 4 DUBLON DINA · CIK 0001160193 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,304 Underlying: Common Stock · 178,304 shares Expires 2014-02-11 F1 · derivative.exercise_date: Vests in two equal annual installments beginning January 25, 2006. Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 23:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 59,435 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000187 · dub415.xml · nonDerivative · entry 1 DUBLON DINA · CIK 0001160193 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,753.2084 Read SEC document |
| October 15, 2003 Filed Oct 16, 2003 22:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-03-000452 · dub308.xml · nonDerivative · entry 1 DUBLON DINA · CIK 0001160193 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,691.9728 Read SEC document |
| September 16, 2003 Filed Oct 1, 2003 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-03-000446 · dub297.xml · nonDerivative · entry 1 DUBLON DINA · CIK 0001160193 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,991.9728 Read SEC document |
| May 15, 2003 Filed May 16, 2003 21:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 18,000 | $0.00 Strike: $12.98 | $0.00 |
DisclosureSEC source: 0000019617-03-000330 · dub243.xml · derivative · entry 3 DUBLON DINA · CIK 0001160193 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2004-06-21 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 |
| May 15, 2003 Filed May 16, 2003 21:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 11,274 | $31.06 | $350,114.07 |
DisclosureSEC source: 0000019617-03-000330 · dub243.xml · nonDerivative · entry 2 DUBLON DINA · CIK 0001160193 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,943.7095 F1 · balance_after: Reporting person also beneficially owns 2,711.3680 shares as follows: Indirect Ownership (401-K Plan) Read SEC document |
| May 15, 2003 Filed May 16, 2003 21:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 18,000 | $12.98 | $233,625.60 |
DisclosureSEC source: 0000019617-03-000330 · dub243.xml · nonDerivative · entry 1 DUBLON DINA · CIK 0001160193 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,217.7095 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.