Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Global Risk Executive | February 15, 2009 | February 18, 2009 |
| CARTERS INCCRI · Entity 4857 | Director | May 14, 2020 | May 18, 2020 |
| ROPER TECHNOLOGIES INCROP · Entity 3071 | Director | May 20, 2026 | May 21, 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.
BANK OF AMERICA CORP /DE/
Report date February 15, 2009 · Filed February 18, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,314 |
Reported balance
After 2009-02-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2009-02-15 · Exercise / conversion · Acquired 76,154 · Balance 76,314 |
| Common StockSEC Table I · non-derivative | Direct | 51,514 |
Reported balance
After 2009-02-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2009-02-15 · Tax withholding · Disposed 24,800 · Balance 51,514 F1: Disposition of shares to the issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock which is exempt under Rule 16b-3(e). F2: Includes 160 shares held in the reporting person's IRA which previously were incorrectly included in the reporting person's revocable trust. |
| Common StockSEC Table I · non-derivative | IndirectThrift Trust | 13,451.72 |
Reported balance
After 2008-12-31 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2008-12-31 · Grant · Acquired 1,217.96 · Balance 13,451.72 F3: Shares acquired were exempt acquisitions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2009-02-15 | Direct | 0 |
Reported balance
After 2009-02-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2009-02-15 · Exercise / conversion · Disposed 76,154 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock. F5: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 143,259 |
Reported balance
Holding disclosure · report date 2009-02-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 143,259 |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of shares to the issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock which is exempt under Rule 16b-3(e).
F2: Includes 160 shares held in the reporting person's IRA which previously were incorrectly included in the reporting person's revocable trust.
F3: Shares acquired were exempt acquisitions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan.
F4: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock.
F5: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date.
CARTERS INC
Report date May 14, 2020 · Filed May 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,822 |
Reported balance
After 2020-05-14 transaction · row 1
1 source rowRow 1 · 2020-05-14 · Grant · Acquired 1,942 · Balance 16,822 F1: These shares were granted as part of the reporting person's director compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted as part of the reporting person's director compensation.
ROPER TECHNOLOGIES INC
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,375 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,191 · Balance 19,375 F1: The securities reported are restricted stock units granted to the reporting person pursuant to the Director Compensation Plan, and each restricted stock unit represents a contingent right to receive one share of Roper Technologies, Inc. common stock. The restricted stock units vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2027 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities reported are restricted stock units granted to the reporting person pursuant to the Director Compensation Plan, and each restricted stock unit represents a contingent right to receive one share of Roper Technologies, Inc. common stock. The restricted stock units vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2027 Annual Meeting of Shareholders.
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 |
|---|---|---|---|---|---|---|
| August 15, 2003 Filed Aug 18, 2003 21:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,000 | $26.81 | $509,437.50 |
DisclosureSEC source: 0000070858-03-000361 · doc4.xml · nonDerivative · entry 3 BRINKLEY AMY WOODS · CIK 0001055386 · Chairman, Risk Policy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,161 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 |
| July 24, 2003 Filed Aug 18, 2003 21:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-03-000361 · doc4.xml · nonDerivative · entry 2 BRINKLEY AMY WOODS · CIK 0001055386 · Chairman, Risk Policy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,161 F1 · price: These shares were gifted on the indicated date. Read SEC document |
| July 22, 2003 Filed Aug 18, 2003 21:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 422 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-03-000361 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Chairman, Risk Policy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,066 F1 · price: These shares were gifted on the indicated date. Read SEC document |
| February 18, 2003 Filed Feb 2, 2004 18:08 UTC Amendment | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 145.72 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000118 · edgar.xml · nonDerivative · entry 2 BRINKLEY AMY WOODS · CIK 0001055386 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 4,397.28 F1 · shares: This amount reflects the correct 2002 Thrift Trust match; the Form 4 filed February 18, 2003 and any subsequent reports inadvertently overstated the 2002 Thrift Trust Match due to a vendor error. F2 · price: Shares acquired were exempt transactions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. Read SEC document |
| February 18, 2003 Filed Feb 2, 2004 18:08 UTC Amendment | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 1,119.61 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000118 · edgar.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 4,251.56 F2 · price: Shares acquired were exempt transactions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. 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.