Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GPGI, Inc.GPGI · Entity 4098 | Director · Executive Chairman | February 26, 2026 | March 02, 2026 |
| HONEYWELL INTERNATIONAL INCHON · Entity 2988 | Director | March 09, 2018 | March 12, 2018 |
| Resolute Holdings Management, Inc.RHLD · Entity 4929 | Director · Executive Chairman | February 28, 2025 | March 04, 2025 |
| Vertiv Holdings CoVRT · Entity 440 | Director · Executive Chairman | February 26, 2026 | March 02, 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.
GPGI, Inc.
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.12 · Expires 2036-02-26 | Direct | 1,265,032 |
Reported balance
After 2026-02-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 1,265,032 · Balance 1,265,032 F1: The Stock Options will vest in equal annual installments of 25% on each of the first, second, third and fourth anniversaries of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Options will vest in equal annual installments of 25% on each of the first, second, third and fourth anniversaries of the date of grant.
HONEYWELL INTERNATIONAL INC
Report date March 09, 2018 · Filed March 12, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 986,728 |
Last balance in matching sequence
After 2018-03-09 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2018-03-09 · Grant · Acquired 17,071 · Balance 995,132 F1: Represents 50% of the 2016-2017 Growth Plan award payout to Mr. Cote in Common Stock. F2: Reflects a transfer of 163,301 shares on January 19, 2018 exempt from reporting pursuant to Rule 16a-12 of the Securities Exchange Act of 1934. Row 2 · 2018-03-09 · Tax withholding · Disposed 8,404 · Balance 986,728 F2: Reflects a transfer of 163,301 shares on January 19, 2018 exempt from reporting pursuant to Rule 16a-12 of the Securities Exchange Act of 1934. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 204,866.6 |
Reported balance
Holding disclosure · report date 2018-03-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 204,866.6 F3: Held by a trust for the benefit of certain of Mr. Cote's family members for which Mr. Cote serves as an investment advisor. Mr. Cote disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 402,877 |
Reported balance
Holding disclosure · report date 2018-03-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 402,877 F4: Held directly or indirectly by trusts for the benefit of certain of Mr. Cote's family members for which Mr. Cote serves as the investment advisor. Mr. Cote disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectHeld in 401(k) plan | 25,507 |
Reported balance
Holding disclosure · report date 2018-03-09 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 25,507 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 50% of the 2016-2017 Growth Plan award payout to Mr. Cote in Common Stock.
F2: Reflects a transfer of 163,301 shares on January 19, 2018 exempt from reporting pursuant to Rule 16a-12 of the Securities Exchange Act of 1934.
F3: Held by a trust for the benefit of certain of Mr. Cote's family members for which Mr. Cote serves as an investment advisor. Mr. Cote disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
F4: Held directly or indirectly by trusts for the benefit of certain of Mr. Cote's family members for which Mr. Cote serves as the investment advisor. Mr. Cote disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
Resolute Holdings Management, Inc.
Report date February 28, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | IndirectBy spouse | 1,866 |
Reported balance
After 2025-02-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-02-28 · Grant · Acquired 1,866 · Balance 1,866 F1: This acquisition is the result of the consummation on February 28, 2025 of the distribution of 100% of the shares of common stock of Resolute Holdings Management, Inc. by CompoSecure, Inc. ("CompoSecure") to holders of Class A common stock of CompoSecure on a pro rata basis. This transaction is voluntarily reported notwithstanding the exemption provided by Rule 16a-9. |
Filing footnotes · ownership attribution and instrument terms
F1: This acquisition is the result of the consummation on February 28, 2025 of the distribution of 100% of the shares of common stock of Resolute Holdings Management, Inc. by CompoSecure, Inc. ("CompoSecure") to holders of Class A common stock of CompoSecure on a pro rata basis. This transaction is voluntarily reported notwithstanding the exemption provided by Rule 16a-9.
Vertiv Holdings Co
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 22,258.03 |
Last balance in matching sequence
After 2026-02-26 transaction · row 8
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
8 source rowsRow 1 · 2026-02-26 · Sale · Disposed 2,124 · Balance 60,134.03 F1: The Reporting Person undertook sales of the securities on behalf of the Reporting Person's spouse. F2: The trade was executed in a series of transactions with a price range of $250.06 to $250.68, inclusive, with a weighted average price of $250.23. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 4 through 10, inclusive. F3: Reflects securities held directly by the Reporting Person's spouse. Row 2 · 2026-02-26 · Sale · Disposed 5,122 · Balance 55,012.03 F1: The Reporting Person undertook sales of the securities on behalf of the Reporting Person's spouse. F4: The trade was executed in a series of transactions with a price range of $251.80 to $252.76, inclusive, with a weighted average price of $252.19. F3: Reflects securities held directly by the Reporting Person's spouse. Row 3 · 2026-02-26 · Sale · Disposed 5,732 · Balance 49,280.03 F1: The Reporting Person undertook sales of the securities on behalf of the Reporting Person's spouse. F5: The trade was executed in a series of transactions with a price range of $252.80 to $253.79, inclusive, with a weighted average price of $253.38. F3: Reflects securities held directly by the Reporting Person's spouse. Row 4 · 2026-02-26 · Sale · Disposed 3,301 · Balance 45,979.03 F1: The Reporting Person undertook sales of the securities on behalf of the Reporting Person's spouse. F6: The trade was executed in a series of transactions with a price range of $253.82 to $254.81, inclusive, with a weighted average price of $254.39. F3: Reflects securities held directly by the Reporting Person's spouse. Row 5 · 2026-02-26 · Sale · Disposed 2,833 · Balance 43,146.03 F1: The Reporting Person undertook sales of the securities on behalf of the Reporting Person's spouse. F7: The trade was executed in a series of transactions with a price range of $254.85 to $255.81, inclusive, with a weighted average price of $255.33. F3: Reflects securities held directly by the Reporting Person's spouse. Row 6 · 2026-02-26 · Sale · Disposed 8,437 · Balance 34,709.03 F1: The Reporting Person undertook sales of the securities on behalf of the Reporting Person's spouse. F8: The trade was executed in a series of transactions with a price range of $255.91 to $256.89, inclusive, with a weighted average price of $256.42. F3: Reflects securities held directly by the Reporting Person's spouse. Row 7 · 2026-02-26 · Sale · Disposed 7,518 · Balance 27,191.03 F1: The Reporting Person undertook sales of the securities on behalf of the Reporting Person's spouse. F9: The trade was executed in a series of transactions with a price range of $256.96 to $257.95, inclusive, with a weighted average price of $257.45. F3: Reflects securities held directly by the Reporting Person's spouse. Row 8 · 2026-02-26 · Sale · Disposed 4,933 · Balance 22,258.03 F1: The Reporting Person undertook sales of the securities on behalf of the Reporting Person's spouse. F10: The trade was executed in a series of transactions with a price range of $257.96 to $258.93, inclusive, with a weighted average price of $258.26. F3: Reflects securities held directly by the Reporting Person's spouse. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $12.05 · Expires 2030-02-07 | IndirectSee Footnote | 115,942 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 115,942 F11: Consists of 115,942 stock options granted on February 7, 2020, which vested as to 28,985 on February 7, 2021, 28,986 on February 7, 2022, 28,985 on February 7, 2023, and 28,986 on February 7, 2024. F19: Reflects securities held directly by a grantor retained annuity trust (the "trust"), of which the Reporting Person is the trustee and annuitant and over which securities the Reporting Person maintains indirect beneficial ownership. As of the date of this Form 4, these options have not been exercised and remain held by the trust. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $20.56 · Expires 2031-02-04 | IndirectSee Footnote | 115,942 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 115,942 F12: Consists of 115,942 stock options granted on February 4, 2021, which vested as to 28,986 on each of February 4, 2022 and February 4, 2023, 28,985 on February 4, 2024, and 28,985 on February 4, 2025. F19: Reflects securities held directly by a grantor retained annuity trust (the "trust"), of which the Reporting Person is the trustee and annuitant and over which securities the Reporting Person maintains indirect beneficial ownership. As of the date of this Form 4, these options have not been exercised and remain held by the trust. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 · Expires 2032-03-03 | IndirectSee Footnote | 86,956 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 86,956 F13: Consists of 86,956 stock options granted on March 3, 2022, which vested as to 28,985 on each of March 3, 2023 and March 3, 2024, and 28,986 on March 3, 2025. F19: Reflects securities held directly by a grantor retained annuity trust (the "trust"), of which the Reporting Person is the trustee and annuitant and over which securities the Reporting Person maintains indirect beneficial ownership. As of the date of this Form 4, these options have not been exercised and remain held by the trust. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 · Expires 2032-03-03 | IndirectSee Footnote | 28,986 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 28,986 F14: Consists of 28,986 stock options granted on March 3, 2022, which will vest as to 28,986 on March 3, 2026. F20: Reflects securities held directly by David M. Cote 2018 Revocable Trust, of which the Reporting Person is the trustee. As of the date of this Form 4, these options have not been exercised and remain held by David M. Cote 2018 Revocable Trust. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $15.84 · Expires 2033-03-07 | IndirectSee Footnote | 25,000 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 25,000 F15: Consists of 25,000 stock options granted on March 7, 2023, which vested as to 25,000 on March 15, 2024. F19: Reflects securities held directly by a grantor retained annuity trust (the "trust"), of which the Reporting Person is the trustee and annuitant and over which securities the Reporting Person maintains indirect beneficial ownership. As of the date of this Form 4, these options have not been exercised and remain held by the trust. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $15.84 · Expires 2033-03-07 | IndirectSee Footnote | 75,000 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 75,000 F16: Consists of 75,000 stock options granted on March 7, 2023, which vested as to 25,000 on March 15, 2025, and which will vest as to 25,000 on each of March 15, 2026 and March 15, 2027. F20: Reflects securities held directly by David M. Cote 2018 Revocable Trust, of which the Reporting Person is the trustee. As of the date of this Form 4, these options have not been exercised and remain held by David M. Cote 2018 Revocable Trust. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $72.09 · Expires 2034-03-07 | IndirectSee Footnote | 50,000 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 50,000 F17: Consists of 50,000 stock options granted on March 7, 2024, which vested as to 12,500 on March 15, 2025, and which will vest as to 12,500 on each of March 15, 2026, March 15, 2027 and March 15, 2028. F20: Reflects securities held directly by David M. Cote 2018 Revocable Trust, of which the Reporting Person is the trustee. As of the date of this Form 4, these options have not been exercised and remain held by David M. Cote 2018 Revocable Trust. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $85.04 · Expires 2035-03-07 | IndirectSee Footnote | 46,012 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 46,012 F18: Consists of 46,012 stock options granted on March 7, 2025, which will vest as to 11,503 on each of March 15, 2026, March 15, 2027, March 15, 2028 and March 15, 2029. F20: Reflects securities held directly by David M. Cote 2018 Revocable Trust, of which the Reporting Person is the trustee. As of the date of this Form 4, these options have not been exercised and remain held by David M. Cote 2018 Revocable Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person undertook sales of the securities on behalf of the Reporting Person's spouse.
F2: The trade was executed in a series of transactions with a price range of $250.06 to $250.68, inclusive, with a weighted average price of $250.23. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 4 through 10, inclusive.
F3: Reflects securities held directly by the Reporting Person's spouse.
F4: The trade was executed in a series of transactions with a price range of $251.80 to $252.76, inclusive, with a weighted average price of $252.19.
F5: The trade was executed in a series of transactions with a price range of $252.80 to $253.79, inclusive, with a weighted average price of $253.38.
F6: The trade was executed in a series of transactions with a price range of $253.82 to $254.81, inclusive, with a weighted average price of $254.39.
F7: The trade was executed in a series of transactions with a price range of $254.85 to $255.81, inclusive, with a weighted average price of $255.33.
F8: The trade was executed in a series of transactions with a price range of $255.91 to $256.89, inclusive, with a weighted average price of $256.42.
F9: The trade was executed in a series of transactions with a price range of $256.96 to $257.95, inclusive, with a weighted average price of $257.45.
F10: The trade was executed in a series of transactions with a price range of $257.96 to $258.93, inclusive, with a weighted average price of $258.26.
F11: Consists of 115,942 stock options granted on February 7, 2020, which vested as to 28,985 on February 7, 2021, 28,986 on February 7, 2022, 28,985 on February 7, 2023, and 28,986 on February 7, 2024.
F12: Consists of 115,942 stock options granted on February 4, 2021, which vested as to 28,986 on each of February 4, 2022 and February 4, 2023, 28,985 on February 4, 2024, and 28,985 on February 4, 2025.
F13: Consists of 86,956 stock options granted on March 3, 2022, which vested as to 28,985 on each of March 3, 2023 and March 3, 2024, and 28,986 on March 3, 2025.
F14: Consists of 28,986 stock options granted on March 3, 2022, which will vest as to 28,986 on March 3, 2026.
F15: Consists of 25,000 stock options granted on March 7, 2023, which vested as to 25,000 on March 15, 2024.
F16: Consists of 75,000 stock options granted on March 7, 2023, which vested as to 25,000 on March 15, 2025, and which will vest as to 25,000 on each of March 15, 2026 and March 15, 2027.
F17: Consists of 50,000 stock options granted on March 7, 2024, which vested as to 12,500 on March 15, 2025, and which will vest as to 12,500 on each of March 15, 2026, March 15, 2027 and March 15, 2028.
F18: Consists of 46,012 stock options granted on March 7, 2025, which will vest as to 11,503 on each of March 15, 2026, March 15, 2027, March 15, 2028 and March 15, 2029.
F19: Reflects securities held directly by a grantor retained annuity trust (the "trust"), of which the Reporting Person is the trustee and annuitant and over which securities the Reporting Person maintains indirect beneficial ownership. As of the date of this Form 4, these options have not been exercised and remain held by the trust.
F20: Reflects securities held directly by David M. Cote 2018 Revocable Trust, of which the Reporting Person is the trustee. As of the date of this Form 4, these options have not been exercised and remain held by David M. Cote 2018 Revocable Trust.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JPMORGAN CHASE & CO
Report date July 18, 2013 · Filed July 25, 2013
Section 16 reporting ended · disclosed 2013-07-25. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Juniper Industrial Holdings, Inc.
Report date June 07, 2021 · Filed June 09, 2021
Section 16 reporting ended · disclosed 2021-06-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-06-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-06-07 · Conversion · Disposed 35,000 · Balance 0 F1: As described in the issuer's registration statement on Form S-1 (File No. 333-234264) under the heading "Description of Securities-Founder Shares", the shares of Class B common stock, par value $0.0001 per share, automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F2: (Continued from Footnote 1) On June 7, 2021, the issuer consummated its initial business combination (the "Business Combination") with Janus International Group, LLC, a Delaware limited liability corporation. In connection with the Business Combination, each share of Class B Stock converted into Class A Stock. F3: In connection with the Business Combination, the Reporting Person exchanged his Class A Shares for 35,000 fully paid and non-assessable shares of common stock, par value U.S. $0.0001 per share, of Janus International Group, Inc. ("Janus Common Stock"). |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-234264) under the heading "Description of Securities-Founder Shares", the shares of Class B common stock, par value $0.0001 per share, automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date.
F2: (Continued from Footnote 1) On June 7, 2021, the issuer consummated its initial business combination (the "Business Combination") with Janus International Group, LLC, a Delaware limited liability corporation. In connection with the Business Combination, each share of Class B Stock converted into Class A Stock.
F3: In connection with the Business Combination, the Reporting Person exchanged his Class A Shares for 35,000 fully paid and non-assessable shares of common stock, par value U.S. $0.0001 per share, of Janus International Group, Inc. ("Janus Common Stock").
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 31, 2007 Filed Jan 3, 2008 11:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 431.3816 | $43.47 | $18,750.00 |
DisclosureSEC source: 0001225208-08-000267 · doc4.xml · nonDerivative · entry 1 COTE DAVID M · CIK 0001136538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,843.2404 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2007 Filed Oct 2, 2007 15:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 408.5412 | $45.90 | $18,750.00 |
DisclosureSEC source: 0000019617-07-000700 · cot1078.xml · nonDerivative · entry 1 COTE DAVID M · CIK 0001136538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,408.5412 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. 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.