Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | Director | May 27, 2026 | May 29, 2026 |
| Conyers Park III Acquisition Corp.CPAA · Entity 135255 | Co-Chief Executive Officer | August 09, 2021 | August 10, 2021 |
| Nielsen Holdings plcNLSN · Entity 16431 | Director | June 16, 2017 | June 20, 2017 |
| PFIZER INCPFE · Entity 2863 | Director | September 25, 2020 | September 29, 2020 |
| Simply Good Foods CoSMPL · Entity 4946 | Director | April 23, 2026 | April 24, 2026 |
| UNIFI INCUFI · Entity 6574 | Director | October 27, 2021 | October 29, 2021 |
| Viatris IncVTRS · Entity 3277 | 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.
Advantage Solutions Inc.
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 78,236 |
Reported balance
After 2026-05-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 4,477 · Balance 78,236 F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. F2: The amount of shares reported herein reflects a 1-for-25 reverse stock split that was effected by the Issuer on March 26, 2026. F3: Includes 9,893 shares of Class A Common Stock received in a pro-rata distribution for no consideration, which was exempt from reporting pursuant to Rule 16a-9. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date.
F2: The amount of shares reported herein reflects a 1-for-25 reverse stock split that was effected by the Issuer on March 26, 2026.
F3: Includes 9,893 shares of Class A Common Stock received in a pro-rata distribution for no consideration, which was exempt from reporting pursuant to Rule 16a-9.
Conyers Park III Acquisition Corp.
Report date August 09, 2021 · Filed August 10, 2021
This filing explicitly reported no securities owned.
Nielsen Holdings plc
Report date June 16, 2017 · Filed June 20, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,411.495 |
Reported balance
After 2017-06-16 transaction · row 1
1 source rowRow 1 · 2017-06-16 · Grant · Acquired 100.283 · Balance 11,411.495 F1: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units.
PFIZER INC
Report date September 25, 2020 · Filed September 29, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 186,390.854 |
Reported balance
After 2020-09-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-09-25 · Grant · Acquired 953.537 · Balance 186,390.854 F1: Each unit represents one phantom share of common stock. F2: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents one phantom share of common stock.
F2: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.
Simply Good Foods Co
Report date April 23, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 172,854 |
Reported balance
After 2026-04-23 transaction · row 1
1 source rowRow 1 · 2026-04-23 · Purchase · Acquired 80,000 · Balance 172,854 F1: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $12.24 to $12.50, inclusive. The reporting person undertakes to provide to the issuer, any stockholder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. |
| Common StockSEC Table I · non-derivative | IndirectBy Limited Partnership | 2,715,513 |
Reported balance
Holding disclosure · report date 2026-04-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,715,513 F2: Represents shares held indirectly by an investment limited partnership of which the Reporting Person and his spouse are the co-general partners. |
| Common StockSEC Table I · non-derivative | IndirectBy LLC/Trusts | 895,157 |
Reported balance
Holding disclosure · report date 2026-04-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 895,157 F3: Represents shares of common stock held by an LLC owned by the Reporting Person and his spouse with passive interests in that LLC, owned by irrevocable family trusts, of which the Reporting Person and/or his spouse serve as trustees. The Reporting Person is the Manager of the LLC, and the Reporting Person continues to exercise investment control over the Reported Securities but disclaims beneficial ownership of the Reported Securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $12.24 to $12.50, inclusive. The reporting person undertakes to provide to the issuer, any stockholder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F2: Represents shares held indirectly by an investment limited partnership of which the Reporting Person and his spouse are the co-general partners.
F3: Represents shares of common stock held by an LLC owned by the Reporting Person and his spouse with passive interests in that LLC, owned by irrevocable family trusts, of which the Reporting Person and/or his spouse serve as trustees. The Reporting Person is the Manager of the LLC, and the Reporting Person continues to exercise investment control over the Reported Securities but disclaims beneficial ownership of the Reported Securities except to the extent of his pecuniary interest therein.
UNIFI INC
Report date October 27, 2021 · Filed October 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,201 |
Reported balance
After 2021-10-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-10-27 · Grant · Acquired 4,540 · Balance 37,201 F1: Represents a grant of restricted stock units from the issuer for services as a director of the issuer. The restricted stock units were fully vested on the date of grant and will be converted into an equivalent number of shares of common stock following the reporting person's termination of service as a director of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units from the issuer for services as a director of the issuer. The restricted stock units were fully vested on the date of grant and will be converted into an equivalent number of shares of common stock following the reporting person's termination of service as a director of the issuer.
Viatris Inc
Report date March 06, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 161,257 |
Ending reported balance
After 2026-03-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-06 · Exercise / conversion · Acquired 23,660 · Balance 160,082 Row 2 · 2026-03-06 · Exercise / conversion · Acquired 1,175 · Balance 161,257 F1: Fractional shares have been rounded up in connection with the settlement described in footnote 3 pursuant to the terms of the restricted stock unit (RSU) award agreement under the Viatris Inc. 2020 Stock Incentive Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-03-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-06 · Exercise / conversion · Disposed 23,660 · Balance 0 F2: Each RSU represents the right to receive one share of common stock of Viatris Inc. These RSUs vested in full on March 6, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,890 |
Reported balance
After 2026-03-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-06 · Grant · Acquired 15,890 · Balance 15,890 F4: Each RSU represents the right to receive one share of common stock of Viatris Inc. These RSUs will vest on March 6, 2027. |
| Dividend Equivalent UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-03-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-06 · Exercise / conversion · Disposed 1,174.4921 · Balance 0 F3: Represents dividend equivalent units (DEUs) that accrued with respect to the RSUs previously granted on March 6, 2025 and vested on the same schedule as the underlying RSUs. Amount represents DEUs that accrued with respect to such RSUs in transactions exempt from Section 16 under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Fractional shares have been rounded up in connection with the settlement described in footnote 3 pursuant to the terms of the restricted stock unit (RSU) award agreement under the Viatris Inc. 2020 Stock Incentive Plan.
F2: Each RSU represents the right to receive one share of common stock of Viatris Inc. These RSUs vested in full on March 6, 2026.
F3: Represents dividend equivalent units (DEUs) that accrued with respect to the RSUs previously granted on March 6, 2025 and vested on the same schedule as the underlying RSUs. Amount represents DEUs that accrued with respect to such RSUs in transactions exempt from Section 16 under Rule 16a-11.
F4: Each RSU represents the right to receive one share of common stock of Viatris Inc. These RSUs will vest on March 6, 2027.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Conyers Park Acquisition Corp.
Report date July 07, 2017 · Filed July 12, 2017
Section 16 reporting ended · disclosed 2017-07-12. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
METLIFE INC
Report date June 12, 2020 · Filed June 16, 2020
Section 16 reporting ended · disclosed 2020-06-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,509 |
Reported balance
After 2020-06-12 transaction · row 1
1 source rowRow 1 · 2020-06-12 · Grant · Acquired 718 · Balance 80,509 F1: Represents imputed reinvestment of dividends on deferred shares in the reporting person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred. |
| Common StockSEC Table I · non-derivative | Indirectby JMK Investments 2, LP | 236 |
Reported balance
Holding disclosure · report date 2020-06-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 236 F2: The reporting person disclaims beneficial ownership of 76.44% of shares held by JMK Investments 2, LP, representing limited partnership interests in trusts for the benefit of each of his children. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents imputed reinvestment of dividends on deferred shares in the reporting person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.
F2: The reporting person disclaims beneficial ownership of 76.44% of shares held by JMK Investments 2, LP, representing limited partnership interests in trusts for the benefit of each of his children.
PROCTER & GAMBLE Co
Report date September 29, 2006 · Filed October 03, 2006
Section 16 reporting ended · disclosed 2006-10-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 158,842.922 |
Reported balance
After 2006-09-29 transaction · row 1
1 source rowRow 1 · 2006-09-29 · Grant · Acquired 150,000 · Balance 158,842.922 F1: Shares awarded pursuant to Reporting Person's Amended and Restated Employment Agreement as last amended (January 27, 2005). |
| Common StockSEC Table I · non-derivative | IndirectAtlas Heritage Foundation | 62,742.15 |
Reported balance
Holding disclosure · report date 2006-09-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 62,742.15 |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 1,182.5 |
Reported balance
Holding disclosure · report date 2006-09-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,182.5 |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 597.5 |
Reported balance
Holding disclosure · report date 2006-09-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 597.5 |
| Common StockSEC Table I · non-derivative | IndirectSavings Plan Trust-401(k) | 1,611.858 |
Reported balance
Holding disclosure · report date 2006-09-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,611.858 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares awarded pursuant to Reporting Person's Amended and Restated Employment Agreement as last amended (January 27, 2005).
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 27, 2007 Filed Sep 28, 2007 17:20 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000078003-07-000255 · kil1592.xml · derivative · entry 1 KILTS JAMES M · CIK 0001025094 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| September 29, 2006 Filed Oct 3, 2006 19:18 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 150,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-06-000162 · doc4.xml · nonDerivative · entry 1 KILTS JAMES M · CIK 0001025094 · Director · Vice-COB-Gillette 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,842.922 F1 · price: Shares awarded pursuant to Reporting Person's Amended and Restated Employment Agreement as last amended (January 27, 2005). Read SEC document |
| September 15, 2006 Filed Sep 19, 2006 21:38 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantStock Option (right to buy) · Derivative | 28,344 | $61.33 Strike: $61.33 | $1,738,195.80 |
DisclosureSEC source: 0000080424-06-000154 · doc4.xml · derivative · entry 1 KILTS JAMES M · CIK 0001025094 · Director · Vice-COB-Gillette 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,344 Underlying: Common Stock · 28,344 shares Expires 2016-09-15 F1 · shares: Employee stock option granted under Issuer's 2001 Stock and Incentive Compensation Plan. Read SEC document |
| January 30, 2006 Filed Feb 1, 2006 22:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | PurchaseCommon Stock | 500 | $59.35 | $29,675.00 |
DisclosureSEC source: 0000080424-06-000009 · doc4.xml · nonDerivative · entry 4 KILTS JAMES M · CIK 0001025094 · Director · Vice-COB-Gillette 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 597.5 Read SEC document |
| January 30, 2006 Filed Feb 1, 2006 22:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | PurchaseCommon Stock | 500 | $59.35 | $29,675.00 |
DisclosureSEC source: 0000080424-06-000009 · doc4.xml · nonDerivative · entry 3 KILTS JAMES M · CIK 0001025094 · Director · Vice-COB-Gillette 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 1,182.5 Read SEC document |
| December 31, 2005 Filed Feb 1, 2006 22:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantSupplemental Svgs Plan Units · Derivative | 421.56 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-06-000009 · doc4.xml · derivative · entry 6 KILTS JAMES M · CIK 0001025094 · Director · Vice-COB-Gillette 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,465.11 Underlying: Common Stock · 421.56 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F2 · price: 1-for-1 F3 · derivative.exercise_date: Allocated under Gillette's Supplemental Savings Plan - an excess benefit plan within the definition of Rule 16b(3). F3 · derivative.expiration_date: Allocated under Gillette's Supplemental Savings Plan - an excess benefit plan within the definition of Rule 16b(3). Read SEC document |
| December 21, 2005 Filed Feb 1, 2006 22:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GiftCommon Stock | 32,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-06-000009 · doc4.xml · nonDerivative · entry 2 KILTS JAMES M · CIK 0001025094 · Director · Vice-COB-Gillette 10b5-1 filing: Not disclosed Ownership: Indirect · Atlas Heritage Foundation Disclosed balance after: 60,542.15 Read SEC document |
| December 21, 2005 Filed Feb 1, 2006 22:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GiftCommon Stock | 32,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-06-000009 · doc4.xml · nonDerivative · entry 1 KILTS JAMES M · CIK 0001025094 · Director · Vice-COB-Gillette 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,827.87 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.