Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | Director | May 07, 2026 | May 11, 2026 |
| Johnson Controls International plcJCI · Entity 2940 | Director | March 04, 2026 | March 06, 2026 |
| LEXMARK INTERNATIONAL INC /KY/LXK · Entity 180755 | Director | November 29, 2016 | November 30, 2016 |
| MCKESSON CORPMCK · Entity 2904 | Director | July 22, 2026 | July 23, 2026 |
| Mastercard IncMA · Entity 1763 | Pres., Technology & Operations | March 03, 2008 | March 05, 2008 |
| SiteOne Landscape Supply, Inc.SITE · Entity 4018 | Director | May 13, 2026 | May 14, 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.
Duke Energy CORP
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Savings Plan Restricted Stock Unit DeferralsSEC Table II · derivative / convertible security | Direct | 7,347 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,602 · Balance 7,347 F1: Converts to Common Stock on a 1-for-1 basis. F2: Generally payable upon reporting person's termination of service. F3: Expiration date not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Converts to Common Stock on a 1-for-1 basis.
F2: Generally payable upon reporting person's termination of service.
F3: Expiration date not applicable.
Johnson Controls International plc
Report date March 04, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 18,468.35 |
Reported balance
After 2026-03-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-04 · Grant · Acquired 1,285 · Balance 18,468.35 F1: Reflects grant of restricted share units. Restricted share units accrue dividend equivalent units and convert to ordinary shares upon vesting. |
| Ordinary SharesSEC Table I · non-derivative | Direct | 17,353.35 |
Reported balance
After 2026-03-04 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-04 · Tax withholding · Disposed 1,115 · Balance 17,353.35 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects grant of restricted share units. Restricted share units accrue dividend equivalent units and convert to ordinary shares upon vesting.
LEXMARK INTERNATIONAL INC /KY/
Report date November 29, 2016 · Filed November 30, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-11-29 transaction · row 1
1 source rowRow 1 · 2016-11-29 · Disposition to issuer · Disposed 32,602 · Balance 0 F1: Represents shares of Class A Common Stock and restricted stock units, including associated dividend equivalent units, disposed of pursuant to the agreement and plan of merger (the "Merger Agreement") by and among the issuer, Ninestar Holdings Company Limited, Ninestar Group Company Limited, Ninestar Lexmark Company Limited and Apex Technology Co., Ltd. in exchange for $40.50 cash per share, without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock and restricted stock units, including associated dividend equivalent units, disposed of pursuant to the agreement and plan of merger (the "Merger Agreement") by and among the issuer, Ninestar Holdings Company Limited, Ninestar Group Company Limited, Ninestar Lexmark Company Limited and Apex Technology Co., Ltd. in exchange for $40.50 cash per share, without interest.
MCKESSON CORP
Report date July 22, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 277 |
Reported balance
After 2026-07-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-22 · Grant · Acquired 277 · Balance 277 F1: RSUs granted pursuant to an annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: RSUs granted pursuant to an annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.
Mastercard Inc
Report date March 03, 2008 · Filed March 05, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 47,521 |
Reported balance
After 2008-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2008-03-03 · Sale · Disposed 200 · Balance 47,521 F1: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referrenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. |
| Class A Common StockSEC Table I · non-derivative | Direct | 47,421 |
Reported balance
After 2008-03-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2008-03-03 · Sale · Disposed 100 · Balance 47,421 F1: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referrenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. |
| Class A Common StockSEC Table I · non-derivative | Direct | 47,221 |
Reported balance
After 2008-03-03 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2008-03-03 · Sale · Disposed 200 · Balance 47,221 F1: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referrenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. F2: This Form 4 contains 3 of 32 price increments relating to transactions that were executed on March 3, 2008. This is the second of two Form 4s relating to such transactions. One additional Form 4 containing the balance of the price increments related to such transactions is being filed simultaneously. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referrenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007.
F2: This Form 4 contains 3 of 32 price increments relating to transactions that were executed on March 3, 2008. This is the second of two Form 4s relating to such transactions. One additional Form 4 containing the balance of the price increments related to such transactions is being filed simultaneously.
SiteOne Landscape Supply, Inc.
Report date May 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,671 |
Reported balance
After 2026-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 1,186 · Balance 11,671 F1: Represents deferred stock units granted as director fees. The deferred stock units vest in full upon the earlier of (i) the day preceding the Company's next annual meeting of stockholders and (ii) the first anniversary of May 13, 2026. Settlement is deferred until the earlier of the Reporting Person's termination of board service and a change in control of the Company. F2: Includes deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units granted as director fees. The deferred stock units vest in full upon the earlier of (i) the day preceding the Company's next annual meeting of stockholders and (ii) the first anniversary of May 13, 2026. Settlement is deferred until the earlier of the Reporting Person's termination of board service and a change in control of the Company.
F2: Includes deferred stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HUMANA INC
Report date August 10, 2020 · Filed August 11, 2020
Section 16 reporting ended · disclosed 2020-08-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Humana CommonSEC Table I · non-derivative | Direct | 2,880 |
Reported balance
Holding disclosure · report date 2020-08-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,880 F4: Includes 453 restricted stock units pursuant to the annual Director's Fee Program representing a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1)&(3) under the Company's 2019 Amended & Restated Plan of which 100% is vesting on 12/31/20. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,872 |
Reported balance
Holding disclosure · report date 2020-08-10 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 17,872 F1: Annual Director's fee payable in stock units, deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1) and the total includes the vested portion that was subsequently deferred for years 2013 and later. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,586 |
Reported balance
Holding disclosure · report date 2020-08-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,586 F2: Director's cash fee elected to be converted into stock units, deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 980 |
Reported balance
Holding disclosure · report date 2020-08-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 980 F3: Director's dividend payment reinvested into stock units on vested and deferred stock units, deferred in accordance with the Plan until his resignation of services as a director at which time the deferred dividend stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule16(b)-3(d). |
Filing footnotes · ownership attribution and instrument terms
F1: Annual Director's fee payable in stock units, deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1) and the total includes the vested portion that was subsequently deferred for years 2013 and later.
F2: Director's cash fee elected to be converted into stock units, deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1).
F3: Director's dividend payment reinvested into stock units on vested and deferred stock units, deferred in accordance with the Plan until his resignation of services as a director at which time the deferred dividend stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule16(b)-3(d).
F4: Includes 453 restricted stock units pursuant to the annual Director's Fee Program representing a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1)&(3) under the Company's 2019 Amended & Restated Plan of which 100% is vesting on 12/31/20.
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 |
|---|---|---|---|---|---|---|
| February 12, 2008 Filed Feb 12, 2008 21:23 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 100 | $211.24 | $21,124.00 |
DisclosureSEC source: 0001181431-08-009558 · rrd194616.xml · nonDerivative · entry 3 Dunbar Webster Roy · CIK 0001305807 · Pres., Technology & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,406 Read SEC document |
| February 11, 2008 Filed Feb 12, 2008 21:23 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 2,400 | $209.00 | $501,600.00 |
DisclosureSEC source: 0001181431-08-009558 · rrd194616.xml · nonDerivative · entry 2 Dunbar Webster Roy · CIK 0001305807 · Pres., Technology & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,506 Read SEC document |
| February 08, 2008 Filed Feb 12, 2008 21:23 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 10,000 | $205.00 | $2,050,000.00 |
DisclosureSEC source: 0001181431-08-009558 · rrd194616.xml · nonDerivative · entry 1 Dunbar Webster Roy · CIK 0001305807 · Pres., Technology & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,906 Read SEC document |
| December 31, 2007 Filed Jan 4, 2008 00:41 UTC | Mastercard Inc MA · Entity 1763 | Tax withholdingClass A Common Stock | 15,238 | $213.98 | $3,260,627.24 |
DisclosureSEC source: 0001181431-08-001291 · rrd185686.xml · nonDerivative · entry 1 Dunbar Webster Roy · CIK 0001305807 · Pres., Technology & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,906 F1 · shares: Represents withholding of shares to pay tax liability incident to the vesting of restricted stock units pursuant to the terms of a shareholder-approved stock plan. Read SEC document |
| November 26, 2007 Filed Nov 28, 2007 21:23 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 2,500 | $186.05 | $465,125.00 |
DisclosureSEC source: 0001181431-07-071922 · rrd179826.xml · nonDerivative · entry 3 Dunbar Webster Roy · CIK 0001305807 · Pres., Technology & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,144 Read SEC document |
| November 26, 2007 Filed Nov 28, 2007 21:23 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 2,500 | $186.02 | $465,050.00 |
DisclosureSEC source: 0001181431-07-071922 · rrd179826.xml · nonDerivative · entry 2 Dunbar Webster Roy · CIK 0001305807 · Pres., Technology & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,644 Read SEC document |
| November 26, 2007 Filed Nov 28, 2007 21:23 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 5,000 | $186.00 | $930,000.00 |
DisclosureSEC source: 0001181431-07-071922 · rrd179826.xml · nonDerivative · entry 1 Dunbar Webster Roy · CIK 0001305807 · Pres., Technology & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,144 Read SEC document |
| November 20, 2007 Filed Nov 23, 2007 19:35 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 9,800 | $179.00 | $1,754,200.00 |
DisclosureSEC source: 0001181431-07-071388 · rrd179614.xml · nonDerivative · entry 2 Dunbar Webster Roy · CIK 0001305807 · Pres., Technology & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,144 Read SEC document |
| November 20, 2007 Filed Nov 23, 2007 19:35 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 200 | $179.01 | $35,802.00 |
DisclosureSEC source: 0001181431-07-071388 · rrd179614.xml · nonDerivative · entry 1 Dunbar Webster Roy · CIK 0001305807 · Pres., Technology & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,944 Read SEC document |
| May 29, 2007 Filed May 31, 2007 20:35 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 4,500 | $141.76 | $637,920.00 |
DisclosureSEC source: 0001181431-07-036599 · rrd160617.xml · nonDerivative · entry 1 Dunbar Webster Roy · CIK 0001305807 · President Technology Operation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,144 Read SEC document |
| March 01, 2007 Filed Mar 2, 2007 22:49 UTC | Mastercard Inc MA · Entity 1763 | GrantEmployee Stock Option (right to buy) · Derivative | 21,428 | $0.00 Strike: $106.29 | $0.00 |
DisclosureSEC source: 0001181431-07-016488 · rrd149685.xml · derivative · entry 1 Dunbar Webster Roy · CIK 0001305807 · President Technology Operation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,660 Underlying: Class A Common Stock · 21,428 shares Expires 2017-03-01 F1 · derivative.exercise_date: The employee stock options vest in 4 equal annual installments beginning 03/01/2008. Read SEC document |
| May 31, 2006 Filed May 31, 2006 21:25 UTC | Mastercard Inc MA · Entity 1763 | PurchaseClass A common Stock | 54,500 | $39.00 | $2,125,500.00 |
DisclosureSEC source: 0001181431-06-033969 · rrd119986.xml · nonDerivative · entry 1 Dunbar Webster Roy · CIK 0001305807 · President Technology Operation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,644 Read SEC document |
| May 25, 2006 Filed May 30, 2006 16:02 UTC | Mastercard Inc MA · Entity 1763 | GrantEmployee Stock Option (right to buy) · Derivative | 39,232 | $0.00 Strike: $39.00 | $0.00 |
DisclosureSEC source: 0001181431-06-033551 · rrd119332.xml · derivative · entry 2 Dunbar Webster Roy · CIK 0001305807 · President Technology Operation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,232 Underlying: Class A Common Stock · 39,232 shares Expires 2016-05-25 F2 · derivative.exercise_date: The employee stock options vest in 4 equal annual installments beginning 05/25/2007 Read SEC document |
| May 25, 2006 Filed May 30, 2006 16:02 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 84,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-033551 · rrd119332.xml · nonDerivative · entry 1 Dunbar Webster Roy · CIK 0001305807 · President Technology Operation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,144 F1 · price: Award of restricted stock units 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.