Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMGEN INCAMGN · Entity 2832 | SVP & CCO | August 01, 2012 | August 01, 2012 |
| EXELON CORPEXC · Entity 3050 | Director | April 28, 2026 | April 29, 2026 |
| ILLUMINA, INC.ILMN · Entity 3137 | Director | May 21, 2026 | May 22, 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.
AMGEN INC
Report date August 01, 2012 · Filed August 01, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,992 |
Reported balance
After 2012-08-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2012-08-01 · Exercise / conversion · Acquired 5,125 · Balance 41,992 |
| Common StockSEC Table I · non-derivative | Direct | 36,867 |
Reported balance
After 2012-08-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2012-08-01 · Gift · Disposed 5,125 · Balance 36,867 F1: These shares are being transferred to the reporting person's Family Trust. F2: These shares include the following Restricted Stock Units (RSUs) granted under the Company's equity plans: 1,425 RSUs which fully vest on 4/28/2013; 2,900 RSUs which vest in two equal annual installments of 1,450 each commencing 4/26/2013; 20,000 RSUs which fully vest on 10/28/2013; 7,500 RSUs which vest in two equal installments of 2,475 each on 4/25/2013 and 4/25/2014 and one installment of 2,550 on 4/25/2015; and 3,350 RSUs which vest in three installments of 1,105, 1,106 and 1,139 on 4/27/2014, 4/27/2015 and 4/27/2016, respectively. Vested RSUs will be paid in shares of the Company's common stock on a one-to-one basis. F3: These shares include 1,675 shares of common stock acquired under the Company's Employee Stock Purchase Plan. F4: These shares include 17 Dividend Equivalents (DEs) granted pursuant to the Amgen Inc. 2009 Equity Incentive Plan and subject to a qualifying dividend reinvestment plan. DEs are credited on the reporting person's unvested RSUs and are paid out in shares of the Company's common stock on a one-to-one basis according to the vesting schedule, along with a cash payment for any remaining fractional share amount. |
| Common StockSEC Table I · non-derivative | IndirectThe Nicholas A. Moore and Anna S. Richo Family Trust | 15,381 |
Reported balance
After 2012-08-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2012-08-01 · Gift · Acquired 5,125 · Balance 15,381 F1: These shares are being transferred to the reporting person's Family Trust. |
| Common StockSEC Table I · non-derivative | IndirectThe Nicholas A. Moore and Anna S. Richo Family Trust | 10,256 |
Reported balance
After 2012-08-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2012-08-01 · Sale · Disposed 5,125 · Balance 10,256 F5: The price reported is an average price. The prices ranged from $83.04 to $83.11 per share. Full information regarding the number of shares sold at each separate price within the range set forth above is available upon request by the SEC staff, the issuer or a security holder of the issuer. |
| Nqso (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $62.63 · Expires 2015-07-31 | Direct | 0 |
Reported balance
After 2012-08-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2012-08-01 · Exercise / conversion · Disposed 5,125 · Balance 0 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 2,342.0157 |
Reported balance
Holding disclosure · report date 2012-08-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,342.0157 F6: These are shares acquired under the Company's 401(k) Plan and represent interests in the Company's stock fund as of this filing. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are being transferred to the reporting person's Family Trust.
F2: These shares include the following Restricted Stock Units (RSUs) granted under the Company's equity plans: 1,425 RSUs which fully vest on 4/28/2013; 2,900 RSUs which vest in two equal annual installments of 1,450 each commencing 4/26/2013; 20,000 RSUs which fully vest on 10/28/2013; 7,500 RSUs which vest in two equal installments of 2,475 each on 4/25/2013 and 4/25/2014 and one installment of 2,550 on 4/25/2015; and 3,350 RSUs which vest in three installments of 1,105, 1,106 and 1,139 on 4/27/2014, 4/27/2015 and 4/27/2016, respectively. Vested RSUs will be paid in shares of the Company's common stock on a one-to-one basis.
F3: These shares include 1,675 shares of common stock acquired under the Company's Employee Stock Purchase Plan.
F4: These shares include 17 Dividend Equivalents (DEs) granted pursuant to the Amgen Inc. 2009 Equity Incentive Plan and subject to a qualifying dividend reinvestment plan. DEs are credited on the reporting person's unvested RSUs and are paid out in shares of the Company's common stock on a one-to-one basis according to the vesting schedule, along with a cash payment for any remaining fractional share amount.
F5: The price reported is an average price. The prices ranged from $83.04 to $83.11 per share. Full information regarding the number of shares sold at each separate price within the range set forth above is available upon request by the SEC staff, the issuer or a security holder of the issuer.
F6: These are shares acquired under the Company's 401(k) Plan and represent interests in the Company's stock fund as of this filing.
EXELON CORP
Report date April 28, 2026 · Filed April 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2026 Directors Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-04-28 | Direct | 3,720 |
Reported balance
After 2026-04-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 3,720 · Balance 3,720 F1: Annual restricted stock unit (RSU) award subject to the Exelon Long-term Incentive Plan (LTIP) will fully vest and be settled in shares of Exelon common stock on a 1 for 1 basis. The award will accrue additional stock units through dividend reinvestment which will vest along with the underlying award. |
| Deferred phantom share equivalentsSEC Table II · derivative / convertible security | Direct | 7,930 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 7,930 F2: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual restricted stock unit (RSU) award subject to the Exelon Long-term Incentive Plan (LTIP) will fully vest and be settled in shares of Exelon common stock on a 1 for 1 basis. The award will accrue additional stock units through dividend reinvestment which will vest along with the underlying award.
F2: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors.
ILLUMINA, INC.
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,527 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 2,072 · Balance 8,527 F1: Grant of restricted stock units. 100% of the shares subject to the restricted stock unit award shall vest on the earlier of (i) the one year anniversary of the date of grant of the award and (ii) the date immediately preceding the date of the annual meeting of the company's stockholders for the year following the year of grant of the award, provided, in each case, that the awardee continues to serve as a director on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units. 100% of the shares subject to the restricted stock unit award shall vest on the earlier of (i) the one year anniversary of the date of grant of the award and (ii) the date immediately preceding the date of the annual meeting of the company's stockholders for the year following the year of grant of the award, provided, in each case, that the awardee continues to serve as a director on such date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Adamas Pharmaceuticals Inc
Report date November 24, 2021 · Filed November 24, 2021
Section 16 reporting ended · disclosed 2021-11-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-11-24 transaction · row 1
1 source rowRow 1 · 2021-11-24 · Other · Disposed 25,000 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 10, 2021, by and among the Issuer, Supernus Pharmaceuticals, Inc. ("Parent") and Supernus Reef, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a tender offer for shares of common stock of the Issuer (each, a "Share") and thereafter merged with and into the Issuer (the "Merger") effective as of November 24, 2021 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $8.10 in cash plus two contingent value rights ("CVRs" and, collectively with the cash amount, the "Per Share Price"). F2: A portion of this amount consists of unvested restricted stock units ("RSUs"). Pursuant to the terms of the Merger Agreement, each Issuer RSU that was outstanding immediately prior to the Effective Time was cancelled at the Effective Time and automatically converted into the right to receive for each Share underlying such RSU, without interest and subject to deduction for any required withholding under applicable tax law, the Per Share Price. F3: Disposed of pursuant to Merger Agreement in exchange for $8.10 plus two CVRs per share. The CVRs do not have a market value. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.12 · Expires 2030-08-28 | Direct | 0 |
Reported balance
After 2021-11-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-11-24 · Disposition to issuer · Disposed 20,000 · Balance 0 F6: $2.98 plus two CVRs per share underlying the stock option. F4: The shares subject to the option vest annually in equal installments over 3 years. F5: Pursuant to the terms of the Merger Agreement, at the Effective Time, each Issuer option that was outstanding (whether vested or unvested) immediately prior to the Effective Time and with a per share exercise price less than $8.10, was cancelled at the Effective Time and automatically converted into the right to receive for each Share underlying such Issuer option, without interest and subject to deduction for any required withholding under applicable tax law, two CVRs plus the excess of (i) $8.10 over (ii) the per share exercise price of such Issuer option. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.21 · Expires 2031-06-01 | Direct | 0 |
Reported balance
After 2021-11-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-11-24 · Disposition to issuer · Disposed 10,000 · Balance 0 F7: $2.89 plus two CVRs per share underlying the stock option. F5: Pursuant to the terms of the Merger Agreement, at the Effective Time, each Issuer option that was outstanding (whether vested or unvested) immediately prior to the Effective Time and with a per share exercise price less than $8.10, was cancelled at the Effective Time and automatically converted into the right to receive for each Share underlying such Issuer option, without interest and subject to deduction for any required withholding under applicable tax law, two CVRs plus the excess of (i) $8.10 over (ii) the per share exercise price of such Issuer option. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 10, 2021, by and among the Issuer, Supernus Pharmaceuticals, Inc. ("Parent") and Supernus Reef, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a tender offer for shares of common stock of the Issuer (each, a "Share") and thereafter merged with and into the Issuer (the "Merger") effective as of November 24, 2021 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $8.10 in cash plus two contingent value rights ("CVRs" and, collectively with the cash amount, the "Per Share Price").
F2: A portion of this amount consists of unvested restricted stock units ("RSUs"). Pursuant to the terms of the Merger Agreement, each Issuer RSU that was outstanding immediately prior to the Effective Time was cancelled at the Effective Time and automatically converted into the right to receive for each Share underlying such RSU, without interest and subject to deduction for any required withholding under applicable tax law, the Per Share Price.
F3: Disposed of pursuant to Merger Agreement in exchange for $8.10 plus two CVRs per share. The CVRs do not have a market value.
F4: The shares subject to the option vest annually in equal installments over 3 years.
F5: Pursuant to the terms of the Merger Agreement, at the Effective Time, each Issuer option that was outstanding (whether vested or unvested) immediately prior to the Effective Time and with a per share exercise price less than $8.10, was cancelled at the Effective Time and automatically converted into the right to receive for each Share underlying such Issuer option, without interest and subject to deduction for any required withholding under applicable tax law, two CVRs plus the excess of (i) $8.10 over (ii) the per share exercise price of such Issuer option.
F6: $2.98 plus two CVRs per share underlying the stock option.
F7: $2.89 plus two CVRs per share underlying the stock option.
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 |
|---|---|---|---|---|---|---|
| July 31, 2008 Filed Aug 2, 2008 00:28 UTC | AMGEN INC AMGN · Entity 2832 | Tax withholdingCommon Stock | 893 | $61.93 | $55,303.49 |
DisclosureSEC source: 0001181431-08-045651 · rrd214626.xml · nonDerivative · entry 1 RICHO ANNA · CIK 0001199306 · SVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,943 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.