Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Walt Disney CoDIS · Entity 1887 | Sr. EVP & Chief People Officer | July 17, 2026 | July 20, 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.
Walt Disney Co
Report date July 17, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 3,757 |
Ending reported balance
After 2026-07-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-17 · Exercise / conversion · Acquired 1,181 · Balance 4,316 F1: Vesting of restricted stock units previously granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The award vested in six substantially equal semi-annual installments, which began on January 17, 2024. Includes dividend equivalents accrued on the award. F2: Restricted stock units convert into common stock at 1-for-1. Row 2 · 2026-07-17 · Tax withholding · Disposed 559 · Balance 3,757 F3: The 559 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-17 · Exercise / conversion · Disposed 1,181 · Balance 0 F2: Restricted stock units convert into common stock at 1-for-1. F1: Vesting of restricted stock units previously granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The award vested in six substantially equal semi-annual installments, which began on January 17, 2024. Includes dividend equivalents accrued on the award. |
| Disney Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,116.898 |
Reported balance
Holding disclosure · report date 2026-07-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,116.898 F4: Shares held in The Walt Disney Stock Fund as of July 17, 2026. The Fund is one investment option in the 401(k) Plan and contains Company matching contributions. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of restricted stock units previously granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The award vested in six substantially equal semi-annual installments, which began on January 17, 2024. Includes dividend equivalents accrued on the award.
F2: Restricted stock units convert into common stock at 1-for-1.
F3: The 559 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction.
F4: Shares held in The Walt Disney Stock Fund as of July 17, 2026. The Fund is one investment option in the 401(k) Plan and contains Company matching contributions.
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 |
|---|---|---|---|---|---|---|
| June 15, 2023 Filed Aug 3, 2023 21:20 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionDisney Common Stock | 1,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001744489-23-000164 · wk-form4_1691097624.xml · nonDerivative · entry 1 Coleman Sonia L · CIK 0001969984 · Sr. EVP and Chief HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,947 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 · shares: Previously unreported vesting of shares connected with grant under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The remaining stock units vest as to 1,092 stock units on each December 15 of 2023 and 2025; as to 1,092 stock units on each June 15 of 2024 and 2025; and as to 1,091 stock units on December 15, 2024. F2 · price: Restricted stock units convert into common stock at 1-for-1. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 19:03 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionRestricted Stock Unit · Derivative | 1,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-23-000113 · wk-form4_1686942206.xml · derivative · entry 4 Coleman Sonia L · CIK 0001969984 · Sr. EVP and Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,999 Underlying: Disney Common Stock · 1,333 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 · derivative.exercise_price: Restricted stock units convert into common stock at 1-for-1. F1 · derivative.exercise_date: Vesting of shares connected with grant under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The remaining stock units vest as to 1,333 stock units on each December 14 of 2023 and 2024; and as to 1,333 stock units on June 14 , 2024. F1 · derivative.expiration_date: Vesting of shares connected with grant under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The remaining stock units vest as to 1,333 stock units on each December 14 of 2023 and 2024; and as to 1,333 stock units on June 14 , 2024. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 19:03 UTC | Walt Disney Co DIS · Entity 1887 | Tax withholdingDisney Common Stock | 477 | $93.22 | $44,465.94 |
DisclosureSEC source: 0001744489-23-000113 · wk-form4_1686942206.xml · nonDerivative · entry 2 Coleman Sonia L · CIK 0001969984 · Sr. EVP and Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 856 F3 · shares: The 477 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 19:03 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionDisney Common Stock | 1,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001744489-23-000113 · wk-form4_1686942206.xml · nonDerivative · entry 1 Coleman Sonia L · CIK 0001969984 · Sr. EVP and Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,333 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 · shares: Vesting of shares connected with grant under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The remaining stock units vest as to 1,333 stock units on each December 14 of 2023 and 2024; and as to 1,333 stock units on June 14 , 2024. F2 · price: Restricted stock units convert into common stock at 1-for-1. 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.