Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | May 09, 2012 | May 11, 2012 |
| Chubb LtdCB · Entity 1639 | Director | May 21, 2026 | May 26, 2026 |
| KKR & Co. Inc.KKR · Entity 338 | Director | December 11, 2025 | December 13, 2025 |
| MORGAN STANLEYMS · Entity 2815 | Co-President | December 29, 2006 | December 29, 2006 |
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.
BANK OF AMERICA CORP /DE/
Report date May 09, 2012 · Filed May 11, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 111,414 |
Reported balance
After 2012-05-09 transaction · row 1
1 source rowRow 1 · 2012-05-09 · Grant · Acquired 20,698 · Balance 111,414 F1: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 39,500 |
Reported balance
Holding disclosure · report date 2012-05-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 39,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3.
Chubb Ltd
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 20,397 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-21 · Grant · Acquired 1,256 · Balance 20,753 F1: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. Row 2 · 2026-05-21 · Tax withholding · Disposed 356 · Balance 20,397 F2: Common Shares being withheld in order to pay tax liability. |
| Common SharesSEC Table I · non-derivative | IndirectBy Robert W Scully 2015 Revocable Trust | 3,435 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,435 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date.
F2: Common Shares being withheld in order to pay tax liability.
KKR & Co. Inc.
Report date December 11, 2025 · Filed December 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 95,464 |
Reported balance
After 2025-12-11 transaction · row 1
1 source rowRow 1 · 2025-12-11 · Grant · Acquired 1,605 · Balance 95,464 F1: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 26,000 |
Reported balance
Holding disclosure · report date 2025-12-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 26,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 55,000 |
Reported balance
Holding disclosure · report date 2025-12-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 55,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 13,250 |
Reported balance
Holding disclosure · report date 2025-12-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 13,250 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc.
MORGAN STANLEY
Report date December 29, 2006 · Filed December 29, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 478,462 |
Reported balance
After 2006-12-29 transaction · row 1
1 source rowRow 1 · 2006-12-29 · Other · Disposed 50,000 · Balance 478,462 F1: The Reporting Person transferred the shares to a limited liability company of which (i) the manager is the Reporting Person, and (ii) the sole member is a limited liability company of which (A) the manager and voting member is a limited liability company of which the Reporting Person is a co-manager and a member, and (B) the non-voting members are the Reporting Person, his wife and certain family trusts. The Reporting Person disclaims beneficial ownerhsip of such shares except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Limited Liability Company | 50,000 |
Reported balance
After 2006-12-29 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2006-12-29 · Other · Acquired 50,000 · Balance 50,000 F1: The Reporting Person transferred the shares to a limited liability company of which (i) the manager is the Reporting Person, and (ii) the sole member is a limited liability company of which (A) the manager and voting member is a limited liability company of which the Reporting Person is a co-manager and a member, and (B) the non-voting members are the Reporting Person, his wife and certain family trusts. The Reporting Person disclaims beneficial ownerhsip of such shares except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan/ESOP Trust | 1,885.886 |
Reported balance
Holding disclosure · report date 2006-12-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,885.886 |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person transferred the shares to a limited liability company of which (i) the manager is the Reporting Person, and (ii) the sole member is a limited liability company of which (A) the manager and voting member is a limited liability company of which the Reporting Person is a co-manager and a member, and (B) the non-voting members are the Reporting Person, his wife and certain family trusts. The Reporting Person disclaims beneficial ownerhsip of such shares except to the extent of his pecuniary interest therein.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Zoetis Inc.
Report date May 21, 2025 · Filed May 23, 2025
Section 16 reporting ended · disclosed 2025-05-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,489 |
Ending reported balance
After 2025-05-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-05-21 · Exercise / conversion · Acquired 1,601 · Balance 5,555 F1: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs) in connection with Mr. Scully's retirement from the Zoetis Board of Directors. Row 2 · 2025-05-21 · Exercise / conversion · Acquired 10,029 · Balance 15,584 F2: Acquisition of common stock upon vesting and settlement of deferred stock units (DSUs) in connection with Mr. Scully's retirement from the Zoetis Board of Directors. Row 3 · 2025-05-21 · Exercise / conversion · Acquired 5,905 · Balance 21,489 F2: Acquisition of common stock upon vesting and settlement of deferred stock units (DSUs) in connection with Mr. Scully's retirement from the Zoetis Board of Directors. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-05-21 · Exercise / conversion · Disposed 1,601.4341 · Balance 0 F4: Represents restricted stock units granted pursuant to the Zoetis Inc. Amended and Restated 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). F5: Each RSU represents a contingent right to receive one share of Zoetis Inc. common stock. F6: Each RSU vests and is settled in shares of Zoetis Inc. common stock on the first anniversary of the date of grant, February 19, 2025; subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F7: Not applicable. |
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-05-21 · Exercise / conversion · Disposed 10,030.7605 · Balance 0 F8: Represents deferred stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each a "DSU" and collectively, "DSUs"). The DSUs were fully vested on the date of the grant and settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director at Zoetis. F9: Each DSU represents a contingent right to receive one share of Zoetis Inc. common stock. F10: Each DSU is settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director of Zoetis Inc. F7: Not applicable. |
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-21 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-05-21 · Exercise / conversion · Disposed 5,906.4339 · Balance 0 F11: Represents deferred stock units granted pursuant to a voluntary deferral under the Zoetis Inc. Amended and Restated Non-Employee Director Deferred Compensation Plan, and dividend equivalent units automatically issued thereon (each a "DSU" and collectively, "DSUs"). The DSUs are fully vested and settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director at Zoetis. F9: Each DSU represents a contingent right to receive one share of Zoetis Inc. common stock. F10: Each DSU is settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director of Zoetis Inc. F7: Not applicable. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 7,590 |
Reported balance
Holding disclosure · report date 2025-05-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,590 F3: Represents shares held in a trust for the benefit of the reporting person's daughter. The reporting person's spouse is a co-trustee of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs) in connection with Mr. Scully's retirement from the Zoetis Board of Directors.
F2: Acquisition of common stock upon vesting and settlement of deferred stock units (DSUs) in connection with Mr. Scully's retirement from the Zoetis Board of Directors.
F3: Represents shares held in a trust for the benefit of the reporting person's daughter. The reporting person's spouse is a co-trustee of the trust.
F4: Represents restricted stock units granted pursuant to the Zoetis Inc. Amended and Restated 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs").
F5: Each RSU represents a contingent right to receive one share of Zoetis Inc. common stock.
F6: Each RSU vests and is settled in shares of Zoetis Inc. common stock on the first anniversary of the date of grant, February 19, 2025; subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events.
F7: Not applicable.
F8: Represents deferred stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each a "DSU" and collectively, "DSUs"). The DSUs were fully vested on the date of the grant and settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director at Zoetis.
F9: Each DSU represents a contingent right to receive one share of Zoetis Inc. common stock.
F10: Each DSU is settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director of Zoetis Inc.
F11: Represents deferred stock units granted pursuant to a voluntary deferral under the Zoetis Inc. Amended and Restated Non-Employee Director Deferred Compensation Plan, and dividend equivalent units automatically issued thereon (each a "DSU" and collectively, "DSUs"). The DSUs are fully vested and settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director at Zoetis.
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 29, 2006 Filed Dec 29, 2006 17:54 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-06-067317 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478,462 F1 · kind: The Reporting Person transferred the shares to a limited liability company of which (i) the manager is the Reporting Person, and (ii) the sole member is a limited liability company of which (A) the manager and voting member is a limited liability company of which the Reporting Person is a co-manager and a member, and (B) the non-voting members are the Reporting Person, his wife and certain family trusts. The Reporting Person disclaims beneficial ownerhsip of such shares except to the extent of his pecuniary interest therein. F1 · price: The Reporting Person transferred the shares to a limited liability company of which (i) the manager is the Reporting Person, and (ii) the sole member is a limited liability company of which (A) the manager and voting member is a limited liability company of which the Reporting Person is a co-manager and a member, and (B) the non-voting members are the Reporting Person, his wife and certain family trusts. The Reporting Person disclaims beneficial ownerhsip of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 12, 2006 Filed Dec 15, 2006 00:39 UTC | MORGAN STANLEY MS · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 57,144 | $0.00 Strike: $78.40 | $0.00 |
DisclosureSEC source: 0001209191-06-065032 · doc4.xml · derivative · entry 3 SCULLY ROBERT W · CIK 0001352881 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,144 Underlying: Common Stock · 57,144 shares Expires 2016-12-12 F2 · derivative.exercise_date: The value of each Stock Option, based on a Black-Scholes option valuation method, is $22.46. Options become exercisable upon vesting. 50% of the award will vest on January 2, 2009 and 50% will vest on January 2, 2010. Read SEC document |
| December 12, 2006 Filed Dec 15, 2006 00:39 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 147,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-065032 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,462 F1 · kind: Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. 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.