Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertiv Holdings CoVRT · Entity 440 | Director | March 06, 2026 | March 10, 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.
Vertiv Holdings Co
Report date March 06, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $241.78 · Expires 2036-03-06 | Direct | 5,578 |
Reported balance
After 2026-03-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 5,578 · Balance 5,578 F1: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
RTX Corp
Report date December 31, 2008 · Filed January 05, 2009
Section 16 reporting ended · disclosed 2009-01-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,289.0207 |
Reported balance
After 2008-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2008-12-31 · Grant · Acquired 23.3209 · Balance 7,289.0207 F1: Deferred phantom stock units acquired at the election of the executive under the United Technologies Corporation Deferred Compensation Plan, in a transaction exempt under Rule 16b-3. Each unit has a value equal to one share of Common Stock and units are payable in cash following termination of employment, retirement or death. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred phantom stock units acquired at the election of the executive under the United Technologies Corporation Deferred Compensation Plan, in a transaction exempt under Rule 16b-3. Each unit has a value equal to one share of Common Stock and units are payable in cash following termination of employment, retirement or death.
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 15, 2003 Filed Dec 16, 2003 21:42 UTC | RTX Corp UTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 19.3429 | $91.55 Strike: $0.00 | $1,770.84 |
DisclosureSEC source: 0000101829-03-000388 · van192.xml · derivative · entry 2 DOKKUM JAN VAN · CIK 0001270743 · President, UTC Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,275.4535 Underlying: Common Stock · 19.3429 shares Expires not disclosed F1 · derivative.exercise_date: Deferred phantom stock units acquired at the election of the executive under the United Technologies Corporation Deferred Compensation Plan, in a transaction exempt under Rule 16b-3. Units are payable in cash following termination of employment, retirement or death. F1 · derivative.expiration_date: Deferred phantom stock units acquired at the election of the executive under the United Technologies Corporation Deferred Compensation Plan, in a transaction exempt under Rule 16b-3. Units are payable in cash following termination of employment, retirement or death. Read SEC document |
| November 26, 2003 Filed Dec 16, 2003 21:42 UTC | RTX Corp UTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 20.5148 | $86.32 Strike: $0.00 | $1,770.84 |
DisclosureSEC source: 0000101829-03-000388 · van192.xml · derivative · entry 1 DOKKUM JAN VAN · CIK 0001270743 · President, UTC Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,256.1106 Underlying: Common Stock · 20.5148 shares Expires not disclosed F1 · derivative.exercise_date: Deferred phantom stock units acquired at the election of the executive under the United Technologies Corporation Deferred Compensation Plan, in a transaction exempt under Rule 16b-3. Units are payable in cash following termination of employment, retirement or death. F1 · derivative.expiration_date: Deferred phantom stock units acquired at the election of the executive under the United Technologies Corporation Deferred Compensation Plan, in a transaction exempt under Rule 16b-3. Units are payable in cash following termination of employment, retirement or death. 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.