Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DANAHER CORP /DE/DHR · Entity 2871 | SVP-Chief Legal Officer | August 04, 2026 | August 06, 2026 |
| DIEBOLD NIXDORF, IncDBD · Entity 4421 | EVP, CLO and Secretary | August 11, 2023 | August 12, 2023 |
| DOLLAR TREE, INC.DLTR · Entity 3189 | Chief Legal Officer | April 01, 2025 | April 03, 2025 |
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.
DANAHER CORP /DE/
Report date August 04, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $194.78 · Expires 2036-08-04 | Direct | 92,138 |
Reported balance
After 2026-08-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-04 · Grant · Acquired 92,138 · Balance 92,138 F1: On the date indicated, Danaher Corporation granted the reporting person employee stock options in the indicated amount in connection with the Issuer's Long-Term Growth Program, as previously reported in the Issuer's Current Report on Form 8-K filed with the Securities and Exchange Commission on August 3, 2026. F2: Fifty percent of the options granted become exercisable on each of the fourth and fifth anniversaries of the grant date, which is August 4, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: On the date indicated, Danaher Corporation granted the reporting person employee stock options in the indicated amount in connection with the Issuer's Long-Term Growth Program, as previously reported in the Issuer's Current Report on Form 8-K filed with the Securities and Exchange Commission on August 3, 2026.
F2: Fifty percent of the options granted become exercisable on each of the fourth and fifth anniversaries of the grant date, which is August 4, 2026.
DIEBOLD NIXDORF, Inc
Report date August 11, 2023 · Filed August 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-08-11 transaction · row 1
1 source rowRow 1 · 2023-08-11 · Other · Disposed 249,370 · Balance 0 F1: Pursuant to the Second Amended Joint Prepackaged Chapter 11 Plan of Reorganization of Diebold Holding Company, LLC and its Debtor Affiliates as revised July 7, 2023 (the "Plan of Reorganization") approved by the issuer's board of directors and confirmed by the United States Bankruptcy Court for the Southern District of Texas, all of the issuer's common shares were cancelled and extinguished on August 11, 2023, the effective date of the Plan of Reorganization, and any rights of any holder in respect thereof were cancelled without any recovery. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $32.33 · Expires 2025-02-05 | Direct | 0 |
Reported balance
After 2023-08-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-08-11 · Other · Disposed 21,397 · Balance 0 F2: Granted under the 1991 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. F1: Pursuant to the Second Amended Joint Prepackaged Chapter 11 Plan of Reorganization of Diebold Holding Company, LLC and its Debtor Affiliates as revised July 7, 2023 (the "Plan of Reorganization") approved by the issuer's board of directors and confirmed by the United States Bankruptcy Court for the Southern District of Texas, all of the issuer's common shares were cancelled and extinguished on August 11, 2023, the effective date of the Plan of Reorganization, and any rights of any holder in respect thereof were cancelled without any recovery. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.39 · Expires 2026-02-03 | Direct | 0 |
Reported balance
After 2023-08-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-08-11 · Other · Disposed 24,581 · Balance 0 F2: Granted under the 1991 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. F1: Pursuant to the Second Amended Joint Prepackaged Chapter 11 Plan of Reorganization of Diebold Holding Company, LLC and its Debtor Affiliates as revised July 7, 2023 (the "Plan of Reorganization") approved by the issuer's board of directors and confirmed by the United States Bankruptcy Court for the Southern District of Texas, all of the issuer's common shares were cancelled and extinguished on August 11, 2023, the effective date of the Plan of Reorganization, and any rights of any holder in respect thereof were cancelled without any recovery. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $26.60 · Expires 2027-02-08 | Direct | 0 |
Reported balance
After 2023-08-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-08-11 · Other · Disposed 46,875 · Balance 0 F2: Granted under the 1991 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. F1: Pursuant to the Second Amended Joint Prepackaged Chapter 11 Plan of Reorganization of Diebold Holding Company, LLC and its Debtor Affiliates as revised July 7, 2023 (the "Plan of Reorganization") approved by the issuer's board of directors and confirmed by the United States Bankruptcy Court for the Southern District of Texas, all of the issuer's common shares were cancelled and extinguished on August 11, 2023, the effective date of the Plan of Reorganization, and any rights of any holder in respect thereof were cancelled without any recovery. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $18.75 · Expires 2028-02-01 | Direct | 0 |
Reported balance
After 2023-08-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-08-11 · Other · Disposed 24,517 · Balance 0 F3: Granted under the 2017 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. F1: Pursuant to the Second Amended Joint Prepackaged Chapter 11 Plan of Reorganization of Diebold Holding Company, LLC and its Debtor Affiliates as revised July 7, 2023 (the "Plan of Reorganization") approved by the issuer's board of directors and confirmed by the United States Bankruptcy Court for the Southern District of Texas, all of the issuer's common shares were cancelled and extinguished on August 11, 2023, the effective date of the Plan of Reorganization, and any rights of any holder in respect thereof were cancelled without any recovery. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $4.08 · Expires 2029-01-29 | Direct | 0 |
Reported balance
After 2023-08-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-08-11 · Other · Disposed 43,715 · Balance 0 F3: Granted under the 2017 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. F1: Pursuant to the Second Amended Joint Prepackaged Chapter 11 Plan of Reorganization of Diebold Holding Company, LLC and its Debtor Affiliates as revised July 7, 2023 (the "Plan of Reorganization") approved by the issuer's board of directors and confirmed by the United States Bankruptcy Court for the Southern District of Texas, all of the issuer's common shares were cancelled and extinguished on August 11, 2023, the effective date of the Plan of Reorganization, and any rights of any holder in respect thereof were cancelled without any recovery. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $11.96 · Expires 2030-01-30 | Direct | 0 |
Reported balance
After 2023-08-11 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-08-11 · Other · Disposed 12,048 · Balance 0 F3: Granted under the 2017 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. F1: Pursuant to the Second Amended Joint Prepackaged Chapter 11 Plan of Reorganization of Diebold Holding Company, LLC and its Debtor Affiliates as revised July 7, 2023 (the "Plan of Reorganization") approved by the issuer's board of directors and confirmed by the United States Bankruptcy Court for the Southern District of Texas, all of the issuer's common shares were cancelled and extinguished on August 11, 2023, the effective date of the Plan of Reorganization, and any rights of any holder in respect thereof were cancelled without any recovery. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Second Amended Joint Prepackaged Chapter 11 Plan of Reorganization of Diebold Holding Company, LLC and its Debtor Affiliates as revised July 7, 2023 (the "Plan of Reorganization") approved by the issuer's board of directors and confirmed by the United States Bankruptcy Court for the Southern District of Texas, all of the issuer's common shares were cancelled and extinguished on August 11, 2023, the effective date of the Plan of Reorganization, and any rights of any holder in respect thereof were cancelled without any recovery.
F2: Granted under the 1991 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant.
F3: Granted under the 2017 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant.
DOLLAR TREE, INC.
Report date April 01, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,704 |
Ending reported balance
After 2025-04-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-04-01 · Grant · Acquired 16,591 · Balance 24,236 F1: Restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately three equal annual installments, beginning on the anniversary of the award date, subject to continued employment. Row 2 · 2025-04-01 · Tax withholding · Disposed 355 · Balance 23,881 F2: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Row 3 · 2025-04-01 · Sale · Disposed 177 · Balance 23,704 F3: Shares sold in connection with payment of tax liability resulting from vesting of restricted stock units |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately three equal annual installments, beginning on the anniversary of the award date, subject to continued employment.
F2: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.
F3: Shares sold in connection with payment of tax liability resulting from vesting of restricted stock units
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 |
|---|---|---|---|---|---|---|
| February 13, 2018 Filed Feb 15, 2018 21:55 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 2,564 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-18-000055 · wf-form4_151873170763542.xml · nonDerivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,085 F1 · shares: Reflects delivery of shares earned under the 2015-2017 performance-based deferred shares award and withholding of shares pursuant to tax withholding right. F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 21:44 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 1,519 | $14.70 | $22,329.30 |
DisclosureSEC source: 0000028823-18-000049 · wf-form4_151855797243337.xml · nonDerivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,521 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 21:47 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 2,348 | $15.85 | $37,215.80 |
DisclosureSEC source: 0000028823-18-000043 · wf-form4_151847206048305.xml · nonDerivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,040 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 21:49 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 1,283 | $16.50 | $21,169.50 |
DisclosureSEC source: 0000028823-18-000036 · wf-form4_151804015166536.xml · nonDerivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,134 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 03, 2018 Filed Feb 6, 2018 22:09 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 568 | $17.50 | $9,940.00 |
DisclosureSEC source: 0000028823-18-000024 · wf-form4_151795498245186.xml · nonDerivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,417 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 2017 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares · Derivative | 35,975 | $18.75 Strike: $18.75 | $674,531.25 |
DisclosureSEC source: 0000028823-18-000008 · wf-form4_151787088022271.xml · derivative · entry 5 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,975 Underlying: Common Shares · 35,975 shares Expires 2028-02-01 F4 · security: Granted under the 2017 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 14,254 | $18.75 | $267,262.50 |
DisclosureSEC source: 0000028823-18-000008 · wf-form4_151787088022271.xml · nonDerivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,239 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 22:12 UTC Amendment | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantNon-Qualified Stock Option · Derivative | 24,517 | $18.75 Strike: $18.75 | $459,693.75 |
DisclosureSEC source: 0000028823-18-000032 · wf-form4a_151795513269045.xml · derivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,517 Underlying: Common Shares · 24,517 shares Expires 2028-02-01 F1 · security: The original Form 4 is amended by this Form 4 amendment to correct the number of options acquired on this transaction date and the resulting number of derivative securities beneficially owned following the reported transaction. No other changes have been made to the original Form 4. F2 · security: Granted under the 2017 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. Read SEC document |
| July 28, 2017 Filed Jul 28, 2017 16:50 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | PurchaseCommon Shares | 2,000 | $22.97 | $45,931.00 |
DisclosureSEC source: 0000028823-17-000122 · wf-form4_150126061608535.xml · nonDerivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,985 F1 · balance_after: Number includes restricted stock units. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:34 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 1,694 | $29.25 | $49,549.50 |
DisclosureSEC source: 0000028823-17-000042 · wf-form4_148728447230553.xml · nonDerivative · entry 2 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,985 F1 · shares: Reflects delivery of performance shares earned for the 2016 performance period under the Transformation Grant and withholding of shares pursuant to tax withholding right. F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:34 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 3,467 | $29.25 | $101,409.75 |
DisclosureSEC source: 0000028823-17-000042 · wf-form4_148728447230553.xml · nonDerivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,679 F1 · shares: Reflects delivery of performance shares earned for the 2016 performance period under the Transformation Grant and withholding of shares pursuant to tax withholding right. F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 11, 2017 Filed Feb 15, 2017 00:03 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 1,753 | $27.40 | $48,032.20 |
DisclosureSEC source: 0000028823-17-000035 · wf-form4_148711697567562.xml · nonDerivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,212 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 1991 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes restricted stock units. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 22:16 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantNon-Qualified Stock Options · Derivative | 46,875 | $26.60 Strike: $26.60 | $1,246,875.00 |
DisclosureSEC source: 0000028823-17-000019 · wf-form4_148676498107744.xml · derivative · entry 4 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,875 Underlying: Common Shares · 46,875 shares Expires 2027-02-07 F3 · security: Granted under the 1991 Equity and Performance Incentive Plan; option is generally exercisable in annual increments of 1/3, 1/3, 1/3 beginning one year from the date of grant. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 22:16 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 15,437 | $26.60 | $410,624.20 |
DisclosureSEC source: 0000028823-17-000019 · wf-form4_148676498107744.xml · nonDerivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,965 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · price: Number includes restricted stock units. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:26 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | Tax withholdingCommon Shares | 605 | $26.45 | $16,002.25 |
DisclosureSEC source: 0000028823-17-000008 · wf-form4_148650634826673.xml · nonDerivative · entry 1 Leiken Jonathan · CIK 0001608984 · SVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,528 F1 · shares: Shares withheld pursuant to exercise of tax withholding right under the 1991 Equity and Performance Incentive Plan - Restricted Share Award F2 · balance_after: Number includes 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.