Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GOLDMAN SACHS GROUP INCGS · Entity 2819 | EVP, Chief Admin. Officer | October 10, 2007 | October 12, 2007 |
| Leo Holdings Corp. IILHC · Entity 109389 | Director | January 07, 2021 | January 07, 2021 |
| Local Bounti Corporation/DELOCL · Entity 7559 | Director | June 13, 2024 | June 14, 2024 |
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.
GOLDMAN SACHS GROUP INC
Report date October 10, 2007 · Filed October 12, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 119,917 |
Reported balance
After 2007-10-10 transaction · row 1
1 source rowRow 1 · 2007-10-10 · Gift · Disposed 8,440 · Balance 119,917 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee footnote | 5,770 |
Reported balance
Holding disclosure · report date 2007-10-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,770 F1: Held through a trust, the trustees of which are the Reporting Person's spouse and brother-in-law and the beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Held through a trust, the trustees of which are the Reporting Person's spouse and brother-in-law and the beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares.
Leo Holdings Corp. II
Report date January 07, 2021 · Filed January 07, 2021
This filing explicitly reported no securities owned.
Local Bounti Corporation/DE
Report date June 13, 2024 · Filed June 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 92,286 |
Reported balance
After 2024-06-13 transaction · row 1
1 source rowRow 1 · 2024-06-13 · Grant · Acquired 14,880 · Balance 92,286 F1: The RSUs will vest on the earlier of (1) the day before the Issuer's next annual stockholders' meeting or (2) June 13, 2025, subject to the director's continued service. |
| Common StockSEC Table I · non-derivative | IndirectBy Forst GST LLC | 55,911 |
Reported balance
Holding disclosure · report date 2024-06-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 55,911 |
| Common StockSEC Table I · non-derivative | IndirectBy Wellfor LLC | 46,499 |
Reported balance
Holding disclosure · report date 2024-06-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 46,499 |
Filing footnotes · ownership attribution and instrument terms
F1: The RSUs will vest on the earlier of (1) the day before the Issuer's next annual stockholders' meeting or (2) June 13, 2025, subject to the director's continued service.
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 |
|---|---|---|---|---|---|---|
| April 05, 2005 Filed Apr 7, 2005 15:08 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 1,600 | $110.62 | $176,992.00 |
DisclosureSEC source: 0000769993-05-000349 · forsteep_ex.xml · nonDerivative · entry 8 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 5,000 F1 · ownership.nature: Held through a trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares. Read SEC document |
| April 05, 2005 Filed Apr 7, 2005 15:08 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 1,000 | $110.63 | $110,630.00 |
DisclosureSEC source: 0000769993-05-000349 · forsteep_ex.xml · nonDerivative · entry 7 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,600 F1 · ownership.nature: Held through a trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares. Read SEC document |
| April 05, 2005 Filed Apr 7, 2005 15:08 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 600 | $110.64 | $66,384.00 |
DisclosureSEC source: 0000769993-05-000349 · forsteep_ex.xml · nonDerivative · entry 6 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,600 F1 · ownership.nature: Held through a trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares. Read SEC document |
| April 05, 2005 Filed Apr 7, 2005 15:08 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 3,300 | $110.65 | $365,145.00 |
DisclosureSEC source: 0000769993-05-000349 · forsteep_ex.xml · nonDerivative · entry 5 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,200 F1 · ownership.nature: Held through a trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares. Read SEC document |
| April 05, 2005 Filed Apr 7, 2005 15:08 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 2,400 | $110.68 | $265,632.00 |
DisclosureSEC source: 0000769993-05-000349 · forsteep_ex.xml · nonDerivative · entry 4 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 11,500 F1 · ownership.nature: Held through a trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares. Read SEC document |
| April 05, 2005 Filed Apr 7, 2005 15:08 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 100 | $110.69 | $11,069.00 |
DisclosureSEC source: 0000769993-05-000349 · forsteep_ex.xml · nonDerivative · entry 3 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 13,900 F1 · ownership.nature: Held through a trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares. Read SEC document |
| April 05, 2005 Filed Apr 7, 2005 15:08 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 500 | $110.70 | $55,350.00 |
DisclosureSEC source: 0000769993-05-000349 · forsteep_ex.xml · nonDerivative · entry 2 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 14,000 F1 · ownership.nature: Held through a trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares. Read SEC document |
| April 05, 2005 Filed Apr 7, 2005 15:08 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 638 | $110.71 | $70,632.98 |
DisclosureSEC source: 0000769993-05-000349 · forsteep_ex.xml · nonDerivative · entry 1 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 14,500 F1 · ownership.nature: Held through a trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares. Read SEC document |
| March 29, 2005 Filed Mar 31, 2005 15:00 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | GiftCommon Stock, par value $0.01 per share | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0000769993-05-000330 · forsteep_ex.xml · nonDerivative · entry 2 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,202 Read SEC document |
| March 29, 2005 Filed Mar 31, 2005 15:00 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 30,000 | $110.00 | $3,300,000.00 |
DisclosureSEC source: 0000769993-05-000330 · forsteep_ex.xml · nonDerivative · entry 1 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,662 Read SEC document |
| January 21, 2005 Filed Jan 25, 2005 12:08 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 20,000 | $103.44 | $2,068,770.00 |
DisclosureSEC source: 0000769993-05-000080 · forsteep_ex.xml · nonDerivative · entry 1 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,662 Read SEC document |
| December 21, 2004 Filed Dec 23, 2004 12:42 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | GiftCommon Stock, par value $0.01 per share | 14,363 | $0.00 | $0.00 |
DisclosureSEC source: 0000769993-04-000790 · forsteep_ex.xml · nonDerivative · entry 1 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,662 Read SEC document |
| December 14, 2004 Filed Dec 16, 2004 16:03 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | GrantRestricted Stock Units · Derivative | 73,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000769993-04-000751 · forsteep_ex.xml · derivative · entry 1 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,200 Underlying: Common Stock · 73,200 shares Expires not disclosed F1 · derivative.exercise_price: Of these Restricted Stock Units ("RSUs"), 40% vested upon grant, with the remaining 60% vesting on November 30, 2007. The shares of Common Stock underlying these RSUs will be deliverable, without the payment of any consideration, in or about January 2008. F1 · price: Of these Restricted Stock Units ("RSUs"), 40% vested upon grant, with the remaining 60% vesting on November 30, 2007. The shares of Common Stock underlying these RSUs will be deliverable, without the payment of any consideration, in or about January 2008. F1 · derivative.exercise_date: Of these Restricted Stock Units ("RSUs"), 40% vested upon grant, with the remaining 60% vesting on November 30, 2007. The shares of Common Stock underlying these RSUs will be deliverable, without the payment of any consideration, in or about January 2008. F1 · derivative.expiration_date: Of these Restricted Stock Units ("RSUs"), 40% vested upon grant, with the remaining 60% vesting on November 30, 2007. The shares of Common Stock underlying these RSUs will be deliverable, without the payment of any consideration, in or about January 2008. Read SEC document |
| October 07, 2004 Filed Oct 12, 2004 11:34 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 20,000 | $95.25 | $1,905,080.00 |
DisclosureSEC source: 0000769993-04-000604 · forsteep_ex.xml · nonDerivative · entry 1 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,025 Read SEC document |
| September 24, 2004 Filed Sep 28, 2004 10:20 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 5,000 | $93.67 | $468,350.00 |
DisclosureSEC source: 0000769993-04-000578 · forsteep_ex.xml · nonDerivative · entry 1 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,025 Read SEC document |
| September 23, 2004 Filed Sep 24, 2004 15:06 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 5,000 | $92.61 | $463,054.00 |
DisclosureSEC source: 0000769993-04-000572 · forsteep_ex.xml · nonDerivative · entry 2 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,025 Read SEC document |
| September 22, 2004 Filed Sep 24, 2004 15:06 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 10,000 | $93.58 | $935,844.00 |
DisclosureSEC source: 0000769993-04-000572 · forsteep_ex.xml · nonDerivative · entry 1 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,025 Read SEC document |
| June 28, 2004 Filed Jun 30, 2004 17:04 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | OtherCommon Stock, par value $0.01 per share | 7,138 | $0.00 | $0.00 |
DisclosureSEC source: 0000769993-04-000425 · forsteep_ex.xml · nonDerivative · entry 2 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 15,138 F2 · kind: Reflects the distribution of 7,138 shares of the Issuer's common stock from a grantor retained annuity trust to another trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Act. The Reporting Person disclaims beneficial ownership of these shares. The grantor retained annuity trust is no longer a beneficial owner of the Issuer's common stock. F2 · acquired: Reflects the distribution of 7,138 shares of the Issuer's common stock from a grantor retained annuity trust to another trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Act. The Reporting Person disclaims beneficial ownership of these shares. The grantor retained annuity trust is no longer a beneficial owner of the Issuer's common stock. F2 · ownership.nature: Reflects the distribution of 7,138 shares of the Issuer's common stock from a grantor retained annuity trust to another trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Act. The Reporting Person disclaims beneficial ownership of these shares. The grantor retained annuity trust is no longer a beneficial owner of the Issuer's common stock. Read SEC document |
| June 28, 2004 Filed Jun 30, 2004 17:04 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | OtherCommon Stock, par value $0.01 per share | 9,591 | $0.00 | $0.00 |
DisclosureSEC source: 0000769993-04-000425 · forsteep_ex.xml · nonDerivative · entry 1 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,138 F1 · kind: Reflects the distribution of 9,591 shares of the Issuer's common stock from a grantor retained annuity trust to the Reporting Person on June 28, 2004. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended (the "Act"). F1 · acquired: Reflects the distribution of 9,591 shares of the Issuer's common stock from a grantor retained annuity trust to the Reporting Person on June 28, 2004. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended (the "Act"). F1 · ownership.nature: Reflects the distribution of 9,591 shares of the Issuer's common stock from a grantor retained annuity trust to the Reporting Person on June 28, 2004. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended (the "Act"). Read SEC document |
| March 26, 2004 Filed Mar 30, 2004 18:29 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | OtherCommon Stock, par value $0.01 per share | 14,331 | $0.00 | $0.00 |
DisclosureSEC source: 0000769993-04-000291 · forst420040326_ex.xml · nonDerivative · entry 1 FORST EDWARD C · CIK 0001280491 · EVP, Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Reflects the distribution of 14,331 shares of the Issuer's common stock from this grantor retained annuity trust to the Reporting Person on March 26, 2004. This trust is no longer a beneficial owner of the Issuer's securities. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended. F1 · acquired: Reflects the distribution of 14,331 shares of the Issuer's common stock from this grantor retained annuity trust to the Reporting Person on March 26, 2004. This trust is no longer a beneficial owner of the Issuer's securities. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended. F1 · ownership.nature: Reflects the distribution of 14,331 shares of the Issuer's common stock from this grantor retained annuity trust to the Reporting Person on March 26, 2004. This trust is no longer a beneficial owner of the Issuer's securities. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended. 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.