Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATI INCATI · Entity 944 | Director | May 19, 2026 | May 21, 2026 |
| Howmet Aerospace Inc.ARNC · Entity 2911 | Director | January 15, 2019 | January 24, 2019 |
| RTX CorpUTX · Entity 2823 | President, Pratt & Whitney | February 20, 2013 | February 22, 2013 |
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Director | May 07, 2026 | May 11, 2026 |
| Woodward, Inc.WWD · Entity 3264 | Director | October 01, 2026 | October 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.
ATI INC
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.10 per shareSEC Table I · non-derivative | Direct | 34,945 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 905 · Balance 34,945 F1: Annual award of restricted stock granted under the Issuer's 2022 Incentive Plan as part of the Issuer's Director compensation program. The award vests on the first anniversary of the grant date. F2: Annual award granted under the Issuer's 2022 Incentive Plan as part of the Issuer's Director compensation program. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual award of restricted stock granted under the Issuer's 2022 Incentive Plan as part of the Issuer's Director compensation program. The award vests on the first anniversary of the grant date.
F2: Annual award granted under the Issuer's 2022 Incentive Plan as part of the Issuer's Director compensation program.
Howmet Aerospace Inc.
Report date January 15, 2019 · Filed January 24, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 128,613 |
Reported balance
After 2019-01-15 transaction · row 1
1 source rowRow 1 · 2019-01-15 · Tax withholding · Disposed 16,326 · Balance 128,613 F1: Represents payment of tax liability by delivering or withholding shares incident to the vesting and settlement of a stock award issued in accordance with Rule 16b-3. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 44,166 |
Reported balance
Holding disclosure · report date 2019-01-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 44,166 F2: Shares held in a revocable trust, of which the reporting person and his spouse are trustees and beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,666 |
Reported balance
Holding disclosure · report date 2019-01-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,666 F3: Shares held in a charitable remainder unitrust, of which the reporting person and his spouse are trustees and beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents payment of tax liability by delivering or withholding shares incident to the vesting and settlement of a stock award issued in accordance with Rule 16b-3.
F2: Shares held in a revocable trust, of which the reporting person and his spouse are trustees and beneficiaries.
F3: Shares held in a charitable remainder unitrust, of which the reporting person and his spouse are trustees and beneficiaries.
RTX Corp
Report date February 20, 2013 · Filed February 22, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,457 |
Ending reported balance
After 2013-02-20 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2013-02-20 · Exercise / conversion · Acquired 114,000 · Balance 176,457 Row 2 · 2013-02-20 · Exercise / conversion · Acquired 83,000 · Balance 259,457 Row 3 · 2013-02-20 · Exercise / conversion · Acquired 60,000 · Balance 319,457 Row 4 · 2013-02-20 · Sale · Disposed 13,348 · Balance 306,109 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.91 to $91.16. Upon request, UTC will provide full information as to the shares sold at each separate price. Row 5 · 2013-02-20 · Sale · Disposed 17,715 · Balance 288,394 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.03 to $91.08. Upon request, UTC will provide full information as to the shaes sold at each separate price. Row 6 · 2013-02-20 · Sale · Disposed 45,181 · Balance 243,213 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.83 to $91.07. Upon request, UTC will provide full information as to the shares sold at each separate price. Row 7 · 2013-02-20 · Tax withholding · Disposed 46,652 · Balance 196,561 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.91 to $91.16. Upon request, UTC will provide full information as to the shares sold at each separate price. Row 8 · 2013-02-20 · Tax withholding · Disposed 65,285 · Balance 131,276 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.03 to $91.08. Upon request, UTC will provide full information as to the shares sold at each separate price. Row 9 · 2013-02-20 · Tax withholding · Disposed 68,819 · Balance 62,457 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.83 to $91.07. Upon request, UTC will provide full information as to the shares sold at each separate price. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $70.81 · Expires 2018-04-08 | Direct | 0 |
Reported balance
After 2013-02-20 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2013-02-20 · Exercise / conversion · Disposed 60,000 · Balance 0 F5: 120,000 Stock Appreciation Rights were granted on April 9, 2008, with 60,000 remaining outstanding at the time this transaction was initiated. These 60,000 SARs vested on April 9, 2012. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $54.95 · Expires 2019-01-01 | Direct | 0 |
Reported balance
After 2013-02-20 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2013-02-20 · Exercise / conversion · Disposed 114,000 · Balance 0 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $71.63 · Expires 2020-01-03 | Direct | 0 |
Reported balance
After 2013-02-20 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2013-02-20 · Exercise / conversion · Disposed 83,000 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Savings Plan Trustee | 5,390 |
Reported balance
Holding disclosure · report date 2013-02-20 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 5,390 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.91 to $91.16. Upon request, UTC will provide full information as to the shares sold at each separate price.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.03 to $91.08. Upon request, UTC will provide full information as to the shaes sold at each separate price.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.83 to $91.07. Upon request, UTC will provide full information as to the shares sold at each separate price.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.03 to $91.08. Upon request, UTC will provide full information as to the shares sold at each separate price.
F5: 120,000 Stock Appreciation Rights were granted on April 9, 2008, with 60,000 remaining outstanding at the time this transaction was initiated. These 60,000 SARs vested on April 9, 2012.
SOUTHWEST AIRLINES CO
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,682 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 4,108 · Balance 32,682 |
Woodward, Inc.
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Woodward, Inc. Common StockSEC Table I · non-derivative | Direct | 18,460 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 520 · Balance 18,460 F1: The reporting person was granted an award of Restricted Stock Units ("RSUs"). All such RSUs will vest 100% on October 1, 2027. Upon vesting, the reporting person will receive one share of Woodward, Inc. common stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. F2: Total includes 2 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was granted an award of Restricted Stock Units ("RSUs"). All such RSUs will vest 100% on October 1, 2027. Upon vesting, the reporting person will receive one share of Woodward, Inc. common stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards.
F2: Total includes 2 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards.
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 23, 2004 Filed Dec 28, 2004 19:50 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 2,300 | $105.71 | $243,133.00 |
DisclosureSEC source: 0000101829-04-000292 · hes364.xml · nonDerivative · entry 1 Hess David P · CIK 0001304945 · Pres., Aerospace Power Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,100 Read SEC document |
| October 08, 2004 Filed Oct 12, 2004 16:34 UTC | RTX Corp UTX · Entity 2823 | GrantCommon Stock (Restricted) | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000101829-04-000233 · hes328.xml · nonDerivative · entry 1 Hess David P · CIK 0001304945 · Pres., Aerospace Power Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: Time restricted shares of Common Stock. 5,000 shares will vest on 10/8/2006 and 5,000 shares will vest on 10/8/2008, provided that Mr. Hess is employed by UTC or an affiliate on those dates. 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.