Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| C. H. ROBINSON WORLDWIDE, INC.CHRW · Entity 3306 | Director · Executive Chairman | April 14, 2020 | April 16, 2020 |
| DONALDSON Co INCDCI · Entity 8785 | Director | October 07, 2022 | October 11, 2022 |
| Polaris Inc.PII · Entity 760 | Director | April 30, 2026 | May 01, 2026 |
| UNION PACIFIC CORPUNP · Entity 2854 | Director | October 01, 2026 | October 02, 2026 |
| US BANCORP DEUSB · Entity 2923 | Director | April 23, 2026 | April 27, 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.
C. H. ROBINSON WORLDWIDE, INC.
Report date April 14, 2020 · Filed April 16, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 574,919 |
Reported balance
After 2020-04-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-04-14 · Sale · Disposed 181,854 · Balance 574,919 F1: Number of shares sold to cover withholding taxes associated with the issuance of 472,553 shares of Issuer common stock in settlement of an equal number of vested shares previously credited to the reporting person's account in the Issuer's Non-qualified Deferred Compensation ("NQDC") Plan. F2: Reflects the weighted average price of 181,854 shares of common stock of C.H. Robinson Worldwide, Inc. sold by the reporting person in multiple transactions on April 14, 2020 with sale prices ranging from $70.41 to $71.405 per share. |
| Common StockSEC Table I · non-derivative | Direct | 535,506 |
Reported balance
After 2020-04-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-04-14 · Sale · Disposed 39,413 · Balance 535,506 F1: Number of shares sold to cover withholding taxes associated with the issuance of 472,553 shares of Issuer common stock in settlement of an equal number of vested shares previously credited to the reporting person's account in the Issuer's Non-qualified Deferred Compensation ("NQDC") Plan. F3: Reflects the weighted average price of 39,413 shares of common stock of C.H. Robinson Worldwide, Inc. sold by the reporting person in multiple transactions on April 14, 2020 with sale prices ranging from $71.41 to $71.82 per share. F4: Included in this amount are 195,131 shares of Issuer common stock issuable in settlement of an equal number of vested deferred shares credited to the reporting person's NQDC Plan account, and 340,375 shares held directly by the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 26,000 |
Reported balance
Holding disclosure · report date 2020-04-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 26,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Number of shares sold to cover withholding taxes associated with the issuance of 472,553 shares of Issuer common stock in settlement of an equal number of vested shares previously credited to the reporting person's account in the Issuer's Non-qualified Deferred Compensation ("NQDC") Plan.
F2: Reflects the weighted average price of 181,854 shares of common stock of C.H. Robinson Worldwide, Inc. sold by the reporting person in multiple transactions on April 14, 2020 with sale prices ranging from $70.41 to $71.405 per share.
F3: Reflects the weighted average price of 39,413 shares of common stock of C.H. Robinson Worldwide, Inc. sold by the reporting person in multiple transactions on April 14, 2020 with sale prices ranging from $71.41 to $71.82 per share.
F4: Included in this amount are 195,131 shares of Issuer common stock issuable in settlement of an equal number of vested deferred shares credited to the reporting person's NQDC Plan account, and 340,375 shares held directly by the reporting person.
DONALDSON Co INC
Report date October 07, 2022 · Filed October 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,917 |
Reported balance
After 2022-10-07 transaction · row 1
1 source rowRow 1 · 2022-10-07 · Grant · Acquired 478 · Balance 63,917 |
Polaris Inc.
Report date April 30, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,326.47 |
Reported balance
After 2026-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 2,641 · Balance 90,326.47 F1: The reported transaction involved the crediting of 2,641 deferred stock units granted under the Amended and Restated Polaris Inc. 2024 Omnibus Incentive Plan, each of which may be settled in one share of common stock pursuant to the Company's Deferred Compensation Plan for Directors. The total reported in column 5 includes the 2,641 newly acquired deferred stock units, and 4,290.72 deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the crediting of 2,641 deferred stock units granted under the Amended and Restated Polaris Inc. 2024 Omnibus Incentive Plan, each of which may be settled in one share of common stock pursuant to the Company's Deferred Compensation Plan for Directors. The total reported in column 5 includes the 2,641 newly acquired deferred stock units, and 4,290.72 deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan.
UNION PACIFIC CORP
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,388 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 172 · Balance 2,388 F1: Distribution ratio for Phantom Stock Units is 1:1. F2: Phantom Stock Units are payable in cash only commencing at retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution ratio for Phantom Stock Units is 1:1.
F2: Phantom Stock Units are payable in cash only commencing at retirement.
US BANCORP DE
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,355 |
Reported balance
After 2026-04-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-23 · Grant · Acquired 3,355 · Balance 3,355 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause.
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 01, 2017 Filed Jan 5, 2017 16:47 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 1,782 | $42.08 | $74,986.56 |
DisclosureSEC source: 0001615216-17-000010 · edgar.xml · nonDerivative · entry 1 WIEHOFF JOHN · CIK 0001241113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,430 Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 23:56 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantCommon Stock | 2,673 | $73.26 | $195,823.98 |
DisclosureSEC source: 0001209191-17-001467 · doc4.xml · nonDerivative · entry 1 WIEHOFF JOHN · CIK 0001241113 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 751,162 F1 · shares: Additional deferred shares (phantom stock) credited to the reporting person's account under the Issuer's non-qualified deferred compensation plan as a result of the deemed reinvestment of dividend equivalents. F2 · balance_after: Included in this amount are 653,469 shares of Issuer common stock issuable in settlement of an equal number of deferred shares and vested performance restricted stock units credited to the reporting person's NQDC Plan account, and 97,693 shares held directly by the reporting person. Read SEC document |
| December 07, 2016 Filed Feb 4, 2017 01:47 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantOption (right to buy) · Derivative | 144,860 | $0.00 Strike: $76.72 | $0.00 |
DisclosureSEC source: 0001209191-17-007949 · doc4.xml · derivative · entry 4 WIEHOFF JOHN · CIK 0001241113 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,860 Underlying: Common Stock · 144,860 shares Expires 2026-12-07 F4 · derivative.exercise_date: Stock Option granted December 7, 2016 vests as to 20% of the shares subject to the option on December 31 in each of the years 2017-2021. Read SEC document |
| October 03, 2016 Filed Oct 12, 2016 16:15 UTC | Polaris Inc. PII · Entity 760 | GrantCSE · Derivative | 427.42 | $77.50 | $33,125.05 |
DisclosureSEC source: 0001209191-16-145678 · doc4.xml · derivative · entry 1 WIEHOFF JOHN · CIK 0001241113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,323.92 Underlying: Common Stock · 427.42 shares Expires not disclosed F1 · security: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F2 · derivative.exercise_price: 1 for 1 conversion F1 · derivative.exercise_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F1 · derivative.expiration_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F3 · balance_after: Includes 158.88 CSEs acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:17 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantCommon Stock | 2,639 | $70.46 | $185,943.94 |
DisclosureSEC source: 0001209191-16-144472 · doc4.xml · nonDerivative · entry 1 WIEHOFF JOHN · CIK 0001241113 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748,489 F1 · shares: Additional deferred shares (phantom stock) credited to the reporting person's account under the Issuer's non-qualified deferred compensation plan as a result of the deemed reinvestment of dividend equivalents. F2 · balance_after: Included in this amount are 650,796 shares of Issuer common stock issuable in settlement of an equal number of deferred shares and vested performance restricted stock units credited to the reporting person's NQDC Plan account, and 97,693 shares held directly by the reporting person. Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 19:34 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,400 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0001615216-16-000191 · edgar.xml · derivative · entry 3 WIEHOFF JOHN · CIK 0001241113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,400 shares Expires 2016-12-01 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 |
| September 14, 2016 Filed Sep 15, 2016 19:34 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 14,400 | $36.32 | $523,008.00 |
DisclosureSEC source: 0001615216-16-000191 · edgar.xml · nonDerivative · entry 2 WIEHOFF JOHN · CIK 0001241113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,477 Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 19:34 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 14,400 | $17.50 | $252,000.00 |
DisclosureSEC source: 0001615216-16-000191 · edgar.xml · nonDerivative · entry 1 WIEHOFF JOHN · CIK 0001241113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,877 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 |
| February 03, 2016 Filed Aug 22, 2018 00:42 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | Tax withholdingCommon Stock | 11,453 | $64.77 | $741,810.81 |
DisclosureSEC source: 0001209191-18-047878 · doc4.xml · nonDerivative · entry 1 WIEHOFF JOHN · CIK 0001241113 · Director · CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,727 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.