Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEEL DYNAMICS INCSTLD · Entity 3119 | Director | October 09, 2026 | October 09, 2026 |
| UNION PACIFIC CORPUNP · Entity 2854 | EVP & CHIEF FINANCIAL OFFICER | September 10, 2026 | September 11, 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.
STEEL DYNAMICS INC
Report date October 09, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,394 |
Reported balance
After 2026-10-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-09 · Grant · Acquired 18 · Balance 5,394 F1: Represents the number of shares of common stock underlying additional deferred stock units (DSUs) issued to the reporting person as a dividend equivalent, in connection with this person's retainer as a director under the Company's 2023 Equity Incentive Plan (the "Plan"). This transaction is exempt from both the reporting requirements of Section 16(a), including Rule 16a-11, and the provisions of Section 16(b), by virtue of this dividend reinvestment feature of the Plan and the Company's existing Dividend Reinvestment Plan, as well as being exempt from Section 16(b) independently by virtue of Rule 16b-3(d)(1) and (3). F2: Reportable as directly owned shares of common stock, rather than as a derivative security in Table II, because any and all underlying DSUs are payable, at such time as they are to be settled, solely in shares of common stock. (See Lincoln National Corp. (March 20, 1992) Q.3). F3: Includes shares resulting from reinvestment of dividends on any underlying DSUs included in this total. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of common stock underlying additional deferred stock units (DSUs) issued to the reporting person as a dividend equivalent, in connection with this person's retainer as a director under the Company's 2023 Equity Incentive Plan (the "Plan"). This transaction is exempt from both the reporting requirements of Section 16(a), including Rule 16a-11, and the provisions of Section 16(b), by virtue of this dividend reinvestment feature of the Plan and the Company's existing Dividend Reinvestment Plan, as well as being exempt from Section 16(b) independently by virtue of Rule 16b-3(d)(1) and (3).
F2: Reportable as directly owned shares of common stock, rather than as a derivative security in Table II, because any and all underlying DSUs are payable, at such time as they are to be settled, solely in shares of common stock. (See Lincoln National Corp. (March 20, 1992) Q.3).
F3: Includes shares resulting from reinvestment of dividends on any underlying DSUs included in this total.
UNION PACIFIC CORP
Report date September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 114,682.7956 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Grant · Acquired 7.38 · Balance 114,682.7956 F1: Purchase pursuant to the 2021 Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Deferral Account | 5,715.628 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,715.628 |
Filing footnotes · ownership attribution and instrument terms
F1: Purchase pursuant to the 2021 Employee Stock Purchase Plan.
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 |
|---|---|---|---|---|---|---|
| January 31, 2020 Filed Feb 4, 2020 00:10 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 2,727 | $183.07 | $499,231.89 |
DisclosureSEC source: 0000100885-20-000048 · edgardoc.xml · nonDerivative · entry 3 Hamann Jennifer L · CIK 0001798280 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,809 Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 00:10 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 4,358 | $183.07 | $797,819.06 |
DisclosureSEC source: 0000100885-20-000048 · edgardoc.xml · nonDerivative · entry 2 Hamann Jennifer L · CIK 0001798280 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,536 Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 00:10 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Exercise / conversionCommon Stock | 10,563 | $75.52 | $797,717.76 |
DisclosureSEC source: 0000100885-20-000048 · edgardoc.xml · nonDerivative · entry 1 Hamann Jennifer L · CIK 0001798280 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,894 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 |
| January 16, 2020 Filed Jan 21, 2020 13:51 UTC | UNION PACIFIC CORP UNP · Entity 2854 | SaleCommon Stock | 1,000 | $183.00 | $183,000.00 |
DisclosureSEC source: 0000100885-20-000027 · edgardoc.xml · nonDerivative · entry 1 Hamann Jennifer L · CIK 0001798280 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,331 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 20, 2019. 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.