Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENERAL ELECTRIC COGE · Entity 2813 | Vice Chairman | September 17, 2007 | September 19, 2007 |
| PEPSICO INCPEP · Entity 2848 | Director | December 01, 2016 | December 02, 2016 |
| TEXTRON INCTXT · Entity 3391 | Director | March 31, 2020 | April 02, 2020 |
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.
GENERAL ELECTRIC CO
Report date September 17, 2007 · Filed September 19, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 374,388 |
Ending reported balance
After 2007-09-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2007-09-17 · Exercise / conversion · Acquired 18,333 · Balance 381,988 Row 2 · 2007-09-17 · Tax withholding · Disposed 7,600 · Balance 374,388 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2007-09-17 | Direct | 18,334 |
Reported balance
After 2007-09-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2007-09-17 · Exercise / conversion · Disposed 18,333 · Balance 18,334 F1: 1 for 1 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 18,790 |
Reported balance
Holding disclosure · report date 2007-09-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 18,790 |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
PEPSICO INC
Report date December 01, 2016 · Filed December 02, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Direct | 40,115.9641 |
Reported balance
After 2016-12-01 transaction · row 1
1 source rowRow 1 · 2016-12-01 · Grant · Acquired 757.3462 · Balance 40,115.9641 F1: This number represents the regular cash payment, or portion thereof, that the filing person elected to defer under the PepsiCo Director Deferral Program that is payable in shares of PepsiCo Common Stock at the end of the deferral period selected by the filing person. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents the regular cash payment, or portion thereof, that the filing person elected to defer under the PepsiCo Director Deferral Program that is payable in shares of PepsiCo Common Stock at the end of the deferral period selected by the filing person.
TEXTRON INC
Report date March 31, 2020 · Filed April 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 102,190.409 |
Reported balance
After 2020-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-31 · Grant · Acquired 947.773 · Balance 102,190.409 F1: Each deferred stock unit is valued based upon the value of one (1) share of Textron Inc. Common Stock. F2: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit is valued based upon the value of one (1) share of Textron Inc. Common Stock.
F2: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MERITOR, INC.
Report date August 03, 2022 · Filed August 05, 2022
Section 16 reporting ended · disclosed 2022-08-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-08-03 transaction · row 1
1 source rowRow 1 · 2022-08-03 · Disposition to issuer · Disposed 85,508 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50.
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 |
|---|---|---|---|---|---|---|
| September 12, 2003 Filed Sep 17, 2003 01:21 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 36,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000098 · edgar.xml · derivative · entry 2 TROTTER LLOYD G · CIK 0001233174 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,667 Underlying: Common Stock · 36,667 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. F3 · derivative.expiration_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. Read SEC document |
| September 12, 2003 Filed Sep 17, 2003 01:21 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantStock Appreciation Rights (exercisable for stock) · Derivative | 165,000 | $0.00 Strike: $31.53 | $0.00 |
DisclosureSEC source: 0001231205-03-000098 · edgar.xml · derivative · entry 1 TROTTER LLOYD G · CIK 0001233174 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,000 Underlying: Common Stock · 165,000 shares Expires 2013-09-12 F1 · derivative.exercise_date: The SARs become exercisable in five equal installments of 20% each, beginning on the first anniversary of the grant date. 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.