Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON PROPERTIES LTD PARTNERSHIPN/A · Entity 41445 | Director | May 29, 2026 | June 02, 2026 |
| BXP, Inc.BXP · Entity 3450 | Director | September 30, 2026 | October 01, 2026 |
| PEPSICO INCPEP · Entity 2848 | EVP Gov Affairs GC & Corp Sec. | March 01, 2017 | March 04, 2017 |
| Uber Technologies, IncUBER · Entity 2867 | See Remarks | September 16, 2026 | September 18, 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.
BOSTON PROPERTIES LTD PARTNERSHIP
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 4,300 |
Reported balance
After 2026-05-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 1,666 · Balance 4,300 F1: Represents units of limited partnership interest in the Issuer issued pursuant to BXP, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. F2: The 1,666 LTIP Units will vest on the earlier of (i) May 29, 2027 and (ii) the date of BXP's 2027 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents units of limited partnership interest in the Issuer issued pursuant to BXP, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date.
F2: The 1,666 LTIP Units will vest on the earlier of (i) May 29, 2027 and (ii) the date of BXP's 2027 annual meeting of stockholders.
BXP, Inc.
Report date September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,235.25 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 388.64 · Balance 5,235.25 F1: The Phantom Stock Units convert to BXP, Inc. ("BXP") common stock on a 1-for-1 basis. F2: The Phantom Stock Units are awarded under BXP's 2021 Stock Incentive Plan to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may make one or more elections to convert all or a portion (but only in 25% increments) of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. These elections may only be made after the director's service on the BXP Board of Directors ends. Amounts notionally invested in measurement funds will be settled in cash instead of BXP common stock. F3: Includes 47.90 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on July 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The Phantom Stock Units convert to BXP, Inc. ("BXP") common stock on a 1-for-1 basis.
F2: The Phantom Stock Units are awarded under BXP's 2021 Stock Incentive Plan to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may make one or more elections to convert all or a portion (but only in 25% increments) of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. These elections may only be made after the director's service on the BXP Board of Directors ends. Amounts notionally invested in measurement funds will be settled in cash instead of BXP common stock.
F3: Includes 47.90 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on July 31, 2026.
PEPSICO INC
Report date March 01, 2017 · Filed March 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Direct | 49,747 |
Ending reported balance
After 2017-03-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-03-01 · Grant · Acquired 13,831 · Balance 51,333 F1: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2020 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 175% of the PSUs granted, depending on the performance level achieved. Row 2 · 2017-03-01 · Grant · Acquired 450 · Balance 51,783 F2: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PepsiCo Equity Performance Units ("PEPunits") granted in November 2014, as a result of exceeding pre-established performance targets. Row 3 · 2017-03-01 · Tax withholding · Disposed 2,036 · Balance 49,747 F3: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PEPunits. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2020 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 175% of the PSUs granted, depending on the performance level achieved.
F2: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PepsiCo Equity Performance Units ("PEPunits") granted in November 2014, as a result of exceeding pre-established performance targets.
F3: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PEPunits.
Uber Technologies, Inc
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 258,498 |
Ending reported balance
After 2026-09-16 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-09-16 · Exercise / conversion · Acquired 1,511 · Balance 256,383 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Row 2 · 2026-09-16 · Exercise / conversion · Acquired 1,282 · Balance 257,665 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Row 3 · 2026-09-16 · Exercise / conversion · Acquired 1,493 · Balance 259,158 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Row 4 · 2026-09-16 · Exercise / conversion · Acquired 2,910 · Balance 262,068 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Row 5 · 2026-09-16 · Tax withholding · Disposed 750 · Balance 261,318 F2: Shares withheld to satisfy tax liability upon vesting of RSUs on September 16, 2026. Row 6 · 2026-09-16 · Tax withholding · Disposed 636 · Balance 260,682 F2: Shares withheld to satisfy tax liability upon vesting of RSUs on September 16, 2026. Row 7 · 2026-09-16 · Tax withholding · Disposed 741 · Balance 259,941 F2: Shares withheld to satisfy tax liability upon vesting of RSUs on September 16, 2026. Row 8 · 2026-09-16 · Tax withholding · Disposed 1,443 · Balance 258,498 F2: Shares withheld to satisfy tax liability upon vesting of RSUs on September 16, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 63,440 |
Reported balance
After 2026-09-16 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-16 · Exercise / conversion · Disposed 1,511 · Balance 63,440 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F3: The reporting person was granted 72,503 RSUs on March 2, 2026. The vesting schedule is as follows: 1/48 of the total RSUs vested on April 16, 2026 and 1/48 of the total RSUs vest each month thereafter. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 38,458 |
Reported balance
After 2026-09-16 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-09-16 · Exercise / conversion · Disposed 1,282 · Balance 38,458 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F4: The reporting person was granted 61,533 RSUs on March 3, 2025. The vesting schedule is as follows: 1/48 of the total RSUs vested on April 16, 2025 and 1/48 of the total RSUs vest each month thereafter. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 26,878 |
Reported balance
After 2026-09-16 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-09-16 · Exercise / conversion · Disposed 1,493 · Balance 26,878 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F5: The reporting person was granted 71,674 RSUs on March 1, 2024. The vesting schedule is as follows: 1/48 of the total RSUs vested on April 16, 2024 and 1/48 of the total RSUs vest each month thereafter. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,462 |
Reported balance
After 2026-09-16 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-09-16 · Exercise / conversion · Disposed 2,910 · Balance 17,462 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F6: The reporting person was granted 139,697 RSUs on March 1, 2023. The vesting schedule is as follows: 1/48 of the total RSUs vested on April 16, 2023 and 1/48 of the total RSUs vest each month thereafter. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.
F2: Shares withheld to satisfy tax liability upon vesting of RSUs on September 16, 2026.
F3: The reporting person was granted 72,503 RSUs on March 2, 2026. The vesting schedule is as follows: 1/48 of the total RSUs vested on April 16, 2026 and 1/48 of the total RSUs vest each month thereafter. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer.
F4: The reporting person was granted 61,533 RSUs on March 3, 2025. The vesting schedule is as follows: 1/48 of the total RSUs vested on April 16, 2025 and 1/48 of the total RSUs vest each month thereafter. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer.
F5: The reporting person was granted 71,674 RSUs on March 1, 2024. The vesting schedule is as follows: 1/48 of the total RSUs vested on April 16, 2024 and 1/48 of the total RSUs vest each month thereafter. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer.
F6: The reporting person was granted 139,697 RSUs on March 1, 2023. The vesting schedule is as follows: 1/48 of the total RSUs vested on April 16, 2023 and 1/48 of the total RSUs vest each month thereafter. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer.
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 |
|---|---|---|---|---|---|---|
| August 01, 2019 Filed Aug 5, 2019 22:00 UTC | Uber Technologies, Inc UBER · Entity 2867 | Tax withholdingCommon Stock | 3,968 | $41.31 | $163,918.08 |
DisclosureSEC source: 0001562180-19-004183 · primarydocument.xml · nonDerivative · entry 1 West Tony · CIK 0001626201 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,223 F1 · kind: Shares withheld to satisfy tax liability upon vesting of restricted stock units on August 1, 2019. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 17:10 UTC | Uber Technologies, Inc UBER · Entity 2867 | Tax withholdingCommon Stock | 3,968 | $44.27 | $175,663.36 |
DisclosureSEC source: 0001562180-19-003839 · primarydocument.xml · nonDerivative · entry 1 West Tony · CIK 0001626201 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,191 F1 · kind: Shares withheld to satisfy tax liability upon vesting of restricted stock units on July 1, 2019. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 20:56 UTC | Uber Technologies, Inc UBER · Entity 2867 | Tax withholdingCommon Stock | 3,968 | $40.41 | $160,346.88 |
DisclosureSEC source: 0001562180-19-003303 · primarydocument.xml · nonDerivative · entry 1 West Tony · CIK 0001626201 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,159 F1 · kind: Shares withheld to satisfy tax liability upon vesting of restricted stock units on June 1, 2019. Read SEC document |
| May 09, 2019 Filed May 13, 2019 22:04 UTC | Uber Technologies, Inc UBER · Entity 2867 | Tax withholdingCommon Stock | 71,424 | $45.00 | $3,214,080.00 |
DisclosureSEC source: 0000899243-19-013302 · doc4.xml · nonDerivative · entry 2 West Tony · CIK 0001626201 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,127 F2 · shares: Shares withheld to satisfy tax liability upon vesting of RSUs. Read SEC document |
| May 09, 2019 Filed May 13, 2019 22:04 UTC | Uber Technologies, Inc UBER · Entity 2867 | GrantCommon Stock | 413,551 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-013302 · doc4.xml · nonDerivative · entry 1 West Tony · CIK 0001626201 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,551 F1 · shares: Consists of restricted stock units ("RSUs") for which the performance condition was satisfied upon the effectiveness of the Company's initial public offering. Certain of the RSUs remain subject to service-based vesting conditions. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 01:42 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 2,036 | $109.75 | $223,440.82 |
DisclosureSEC source: 0001209191-17-018089 · doc4.xml · nonDerivative · entry 3 West Tony · CIK 0001626201 · EVP Gov Affairs GC & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,747 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PEPunits. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 01:42 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018089 · doc4.xml · nonDerivative · entry 2 West Tony · CIK 0001626201 · EVP Gov Affairs GC & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,783 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PepsiCo Equity Performance Units ("PEPunits") granted in November 2014, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 01:42 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 13,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018089 · doc4.xml · nonDerivative · entry 1 West Tony · CIK 0001626201 · EVP Gov Affairs GC & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,333 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2020 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 175% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 23:18 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 1,399 | $101.90 | $142,558.10 |
DisclosureSEC source: 0001209191-16-151785 · doc4.xml · nonDerivative · entry 1 West Tony · CIK 0001626201 · EVP Gov Affairs GC & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,502 F1 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting 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.