Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Inc.AAPL · Entity 2389 | SVP, Gen'l Counsel, Secretary | June 26, 2009 | July 02, 2009 |
| MOLINA HEALTHCARE, INC.MOH · Entity 3504 | Director | April 01, 2025 | April 02, 2025 |
| ORACLE CORPORCL · Entity 2805 | SVP, Gen'l Counsel,Secretary | October 08, 2007 | October 10, 2007 |
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.
Apple Inc.
Report date June 26, 2009 · Filed July 02, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (ESPP)SEC Table I · non-derivative | Direct | 18,910 |
Reported balance
After 2009-06-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2009-06-26 · Grant · Acquired 74 · Balance 18,910 F1: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Apple Inc. Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of December 29, 2008 to June 26, 2009. This transaction is also exempt under Rule 16b-3(c). F2: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on December 29, 2008. |
| Common StockSEC Table I · non-derivative | IndirectHeld by son | 140 |
Reported balance
Holding disclosure · report date 2009-06-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 140 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Apple Inc. Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of December 29, 2008 to June 26, 2009. This transaction is also exempt under Rule 16b-3(c).
F2: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on December 29, 2008.
MOLINA HEALTHCARE, INC.
Report date April 01, 2025 · Filed April 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,383 |
Reported balance
After 2025-04-01 transaction · row 1
1 source rowRow 1 · 2025-04-01 · Grant · Acquired 56 · Balance 6,383 F1: Grant of stock under the Issuer's 2019 Equity Incentive Plan in connection with the Reporting Person's services as a Director. F2: The aggregate dollar value of the annual equity award to each director was set at $220,000, with one quarter, or $55,000, to be granted on the first day of each quarter, based on the closing price of the Issuer's common stock on such day. Since Mr. Cooperman will not be seeking re-election at the 2025 annual stockholders' meeting, the value of his grant was prorated for one month to $18,333. The closing price of the Issuer's common stock on April 1, 2025 was $327.71, which resulted in a grant of 56 shares. F3: Represents the closing price of the Issuer's common stock on April 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of stock under the Issuer's 2019 Equity Incentive Plan in connection with the Reporting Person's services as a Director.
F2: The aggregate dollar value of the annual equity award to each director was set at $220,000, with one quarter, or $55,000, to be granted on the first day of each quarter, based on the closing price of the Issuer's common stock on such day. Since Mr. Cooperman will not be seeking re-election at the 2025 annual stockholders' meeting, the value of his grant was prorated for one month to $18,333. The closing price of the Issuer's common stock on April 1, 2025 was $327.71, which resulted in a grant of 56 shares.
F3: Represents the closing price of the Issuer's common stock on April 1, 2025.
ORACLE CORP
Report date October 08, 2007 · Filed October 10, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,817 |
Ending reported balance
After 2007-10-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2007-10-08 · Exercise / conversion · Acquired 75,000 · Balance 85,817 Row 2 · 2007-10-08 · Sale · Disposed 75,000 · Balance 10,817 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.88 · Expires 2009-06-04 | Direct | 0 |
Reported balance
After 2007-10-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2007-10-08 · Exercise / conversion · Disposed 75,000 · Balance 0 F1: Option vests 25% annually on anniversary of grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Option vests 25% annually on anniversary of grant date.
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 |
|---|---|---|---|---|---|---|
| March 23, 2006 Filed Mar 27, 2006 18:12 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 30,000 | $4.44 | $133,335.00 |
DisclosureSEC source: 0001093287-06-000029 · primary_doc.xml · nonDerivative · entry 1 COOPERMAN DANIEL · CIK 0001205008 · Senior VP, General Counsel · and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,817 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.