Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AeroVironment IncAVAV · Entity 3683 | Director | September 15, 2026 | September 17, 2026 |
| LOWES COMPANIES INCLOW · Entity 2896 | Director | March 31, 2012 | April 03, 2012 |
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.
AeroVironment Inc
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 48,253 |
Reported balance
After 2026-09-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-15 · Sale · Disposed 250 · Balance 48,253 F1: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Stephen F. Page Living Trust, on September 30, 2025. F2: Shares are held by the Stephen F. Page Living Trust, of which Mr. Page is the trustee. Mr. Page disclaims beneficial ownership of any securities in which he does not have a pecuniary interest. |
| Common StockSEC Table I · non-derivative | Direct | 2,882 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,882 |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Stephen F. Page Living Trust, on September 30, 2025.
F2: Shares are held by the Stephen F. Page Living Trust, of which Mr. Page is the trustee. Mr. Page disclaims beneficial ownership of any securities in which he does not have a pecuniary interest.
LOWES COMPANIES INC
Report date March 31, 2012 · Filed April 03, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 32,110.494 |
Reported balance
After 2012-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2012-03-31 · Grant · Acquired 637.349 · Balance 32,110.494 F1: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan.
F2: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer.
F3: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan.
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 April 12, 2004 · Filed May 24, 2004 · Amendment
Section 16 reporting ended · disclosed 2004-05-24. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 93,885.863 |
Reported balance
After 2004-04-12 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2004-04-12 · Tax withholding · Disposed 10,363 · Balance 93,885.863 F1: On April 12, 2004 25,000 shares of common stock (restricted) vested and 10,363 shares were surrendered for taxes. F2: The reporting person also directly owns 6,384 shares of United Technologies Career Restricted Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Savings Plan Trustee | 2,089.016 |
Reported balance
Holding disclosure · report date 2004-04-12 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 2,089.016 |
Filing footnotes · ownership attribution and instrument terms
F1: On April 12, 2004 25,000 shares of common stock (restricted) vested and 10,363 shares were surrendered for taxes.
F2: The reporting person also directly owns 6,384 shares of United Technologies Career Restricted Common Stock.
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 23, 2003 Filed Dec 24, 2003 16:32 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 26,093 | $95.02 | $2,479,474.28 |
DisclosureSEC source: 0000101829-03-000397 · pag197.xml · nonDerivative · entry 2 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,903 F1 · balance_after: The reporting person also directly owns 6,384 shares of United Technologies Career Restricted Common Stock and 25,000 shares of Restricted Common Stock. Read SEC document |
| December 22, 2003 Filed Dec 24, 2003 16:32 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 15,000 | $93.78 | $1,406,700.00 |
DisclosureSEC source: 0000101829-03-000397 · pag197.xml · nonDerivative · entry 1 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,996 F1 · balance_after: The reporting person also directly owns 6,384 shares of United Technologies Career Restricted Common Stock and 25,000 shares of Restricted Common Stock. Read SEC document |
| December 15, 2003 Filed Dec 17, 2003 21:52 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 65,000 | $0.00 Strike: $37.94 | $0.00 |
DisclosureSEC source: 0000101829-03-000391 · pag193.xml · derivative · entry 5 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,000 Underlying: Common Stock · 65,000 shares Expires 2007-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2003 Filed Dec 17, 2003 21:52 UTC | RTX Corp UTX · Entity 2823 | Tax withholdingCommon Stock | 11,971 | $91.55 | $1,095,945.05 |
DisclosureSEC source: 0000101829-03-000391 · pag193.xml · nonDerivative · entry 3 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,996 Read SEC document |
| December 15, 2003 Filed Dec 17, 2003 21:52 UTC | RTX Corp UTX · Entity 2823 | Tax withholdingCommon Stock | 26,936 | $91.55 | $2,465,990.80 |
DisclosureSEC source: 0000101829-03-000391 · pag193.xml · nonDerivative · entry 2 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,967 Read SEC document |
| December 15, 2003 Filed Dec 17, 2003 21:52 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 65,000 | $37.94 | $2,465,937.50 |
DisclosureSEC source: 0000101829-03-000391 · pag193.xml · nonDerivative · entry 1 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,903 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 06, 2003 Filed Nov 7, 2003 21:51 UTC | RTX Corp UTX · Entity 2823 | ConversionESOP Series A Convertible Preferred Stock · Derivative | 499.034 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000101829-03-000354 · pag173.xml · derivative · entry 3 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Savings Plan Trustee Disclosed balance after: 0 Underlying: Common Stock · 1,996.136 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Each share of ESOP Series A Convertible Preferred Stock is convertible into four shares of UTC Common Stock. All shares of ESOP Series A Convertible Preferred Stock are held by the Trustee for the UTC Savings Plan for the benefit of employees participating in the Savings Plan. On November 6, 2003 the Trustee exercised its right to convert all shares of ESOP Series A Convertible Preferred Stock into UTC Common Stock. F2 · kind: Each share of ESOP Series A Convertible Preferred Stock is convertible into four shares of UTC Common Stock. All shares of ESOP Series A Convertible Preferred Stock are held by the Trustee for the UTC Savings Plan for the benefit of employees participating in the Savings Plan. On November 6, 2003 the Trustee exercised its right to convert all shares of ESOP Series A Convertible Preferred Stock into UTC Common Stock. F2 · derivative.expiration_date: Each share of ESOP Series A Convertible Preferred Stock is convertible into four shares of UTC Common Stock. All shares of ESOP Series A Convertible Preferred Stock are held by the Trustee for the UTC Savings Plan for the benefit of employees participating in the Savings Plan. On November 6, 2003 the Trustee exercised its right to convert all shares of ESOP Series A Convertible Preferred Stock into UTC Common Stock. Read SEC document |
| November 06, 2003 Filed Nov 7, 2003 21:51 UTC | RTX Corp UTX · Entity 2823 | ConversionCommon Stock | 1,996.136 | $87.33 | $174,322.56 |
DisclosureSEC source: 0000101829-03-000354 · pag173.xml · nonDerivative · entry 1 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Savings Plan Trustee Disclosed balance after: 1,996.136 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 24, 2003 Filed Jul 25, 2003 18:48 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 26,566 | $76.77 | $2,039,596.68 |
DisclosureSEC source: 0000101829-03-000256 · pag124.xml · nonDerivative · entry 3 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,903 F1 · balance_after: The reporting person also directly owns 6,384 shares of United Technologies Career Restricted common stock and 25,000 shares of Restricted common stock. Read SEC document |
| July 23, 2003 Filed Jul 25, 2003 18:48 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 80,000 | $0.00 Strike: $16.53 | $0.00 |
DisclosureSEC source: 0000101829-03-000256 · pag124.xml · derivative · entry 4 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 80,000 shares Expires 2005-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 23, 2003 Filed Jul 25, 2003 18:48 UTC | RTX Corp UTX · Entity 2823 | Tax withholdingCommon Stock | 25,662 | $76.30 | $1,958,010.60 |
DisclosureSEC source: 0000101829-03-000256 · pag124.xml · nonDerivative · entry 2 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,469 Read SEC document |
| July 23, 2003 Filed Jul 25, 2003 18:48 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 80,000 | $16.53 | $1,322,504.00 |
DisclosureSEC source: 0000101829-03-000256 · pag124.xml · nonDerivative · entry 1 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,131 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 20:42 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000101829-03-000254 · pag122.xml · derivative · entry 4 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2004-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 20:42 UTC | RTX Corp UTX · Entity 2823 | Tax withholdingCommon Stock | 11,908 | $73.75 | $878,215.00 |
DisclosureSEC source: 0000101829-03-000254 · pag122.xml · nonDerivative · entry 3 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,131 F1 · balance_after: The reporting person also directly owns 6,384 shares of United Technologies Career Restricted common stock and 25,000 shares of Restricted common stock. Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 20:42 UTC | RTX Corp UTX · Entity 2823 | Tax withholdingCommon Stock | 11,526 | $73.75 | $850,042.50 |
DisclosureSEC source: 0000101829-03-000254 · pag122.xml · nonDerivative · entry 2 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,039 Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 20:42 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 50,000 | $17.00 | $850,000.00 |
DisclosureSEC source: 0000101829-03-000254 · pag122.xml · nonDerivative · entry 1 PAGE STEPHEN F · CIK 0001184178 · Director · Vice Chairman & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,565 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The reporting person also directly owns 6,384 shares of United Technologies Career Restricted common stock and 25,000 shares of Restricted common stock. 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.