Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | Director | May 14, 2026 | May 15, 2026 |
| United Airlines Holdings, Inc.UAL · Entity 3116 | Director · Chief Executive Officer | July 25, 2026 | July 29, 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.
CVS HEALTH Corp
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,434 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,447 · Balance 14,434 F1: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan.
United Airlines Holdings, Inc.
Report date July 25, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 841,122 |
Ending reported balance
After 2026-07-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-25 · Grant · Acquired 71,347 · Balance 869,198 F1: Represents shares of UAL common stock acquired upon the settlement of performance-based restricted stock units ("PB RSUs") granted to the reporting person in 2024. Row 2 · 2026-07-25 · Tax withholding · Disposed 28,076 · Balance 841,122 F2: This transaction represents the withholding of shares to pay tax withholding obligations associated with the settlement of the PB RSU awards referenced in footnote 1, above. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 5,000 |
Reported balance
Holding disclosure · report date 2026-07-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,000 F3: Represents shares held in a trust for the benefit of Mr. Kirby's children and other relatives in which Mr. Kirby serves as the trustee. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report is not an admission that the reporting person is the beneficial owner of all the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 8,000 |
Reported balance
Holding disclosure · report date 2026-07-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 8,000 F4: Represents shares held in a trust for the benefit of Mr. Kirby's children in which Mr. Kirby's brother serves as the trustee. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of UAL common stock acquired upon the settlement of performance-based restricted stock units ("PB RSUs") granted to the reporting person in 2024.
F2: This transaction represents the withholding of shares to pay tax withholding obligations associated with the settlement of the PB RSU awards referenced in footnote 1, above.
F3: Represents shares held in a trust for the benefit of Mr. Kirby's children and other relatives in which Mr. Kirby serves as the trustee. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report is not an admission that the reporting person is the beneficial owner of all the reported shares for purposes of Section 16 or for any other purpose.
F4: Represents shares held in a trust for the benefit of Mr. Kirby's children in which Mr. Kirby's brother serves as the trustee. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
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 28, 2019 Filed Mar 5, 2019 00:25 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Tax withholdingCommon Stock | 5,416 | $87.81 | $475,578.96 |
DisclosureSEC source: 0000899243-19-005923 · doc4.xml · nonDerivative · entry 3 KIRBY J SCOTT · CIK 0001249555 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,152 F4 · kind: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the RSU award granted on February 23, 2017. Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 00:25 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Exercise / conversionCommon Stock | 12,225 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-005923 · doc4.xml · nonDerivative · entry 2 KIRBY J SCOTT · CIK 0001249555 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,568 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 · kind: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F3 · kind: The RSUs were granted on February 23, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 00:25 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Tax withholdingCommon Stock | 1,964 | $87.81 | $172,458.84 |
DisclosureSEC source: 0000899243-19-005923 · doc4.xml · nonDerivative · entry 1 KIRBY J SCOTT · CIK 0001249555 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,343 F1 · kind: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the restricted stock award granted on August 29, 2016. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 23:36 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantRestricted Stock Units · Derivative | 34,961 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-005528 · doc4.xml · derivative · entry 1 KIRBY J SCOTT · CIK 0001249555 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,961 Underlying: Common Stock · 34,961 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the economic equivalent of one share of UAL common stock and shall be settled in shares of UAL common stock upon vesting. F2 · derivative.exercise_date: The RSUs vest in three installments of 11,653 RSUs on February 28, 2020, 11,654 RSUs on February 28, 2021 and 11,654 RSUs on February 28, 2022. F2 · derivative.expiration_date: The RSUs vest in three installments of 11,653 RSUs on February 28, 2020, 11,654 RSUs on February 28, 2021 and 11,654 RSUs on February 28, 2022. Read SEC document |
| February 28, 2018 Filed Mar 3, 2018 00:01 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Exercise / conversionRestricted Stock Units · Derivative | 12,224 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006247 · doc4.xml · derivative · entry 6 KIRBY J SCOTT · CIK 0001249555 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,450 Underlying: Common Stock · 12,224 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. F7 · derivative.exercise_price: Each RSU represents the economic equivalent of one share of UAL common stock and is settled in shares of UAL common stock upon vesting. F1 · kind: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2 · derivative.exercise_date: The RSUs were granted on February 23, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. F2 · derivative.expiration_date: The RSUs were granted on February 23, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. Read SEC document |
| February 28, 2018 Filed Mar 3, 2018 00:01 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Tax withholdingCommon Stock | 1,795 | $67.79 | $121,683.05 |
DisclosureSEC source: 0000899243-18-006247 · doc4.xml · nonDerivative · entry 3 KIRBY J SCOTT · CIK 0001249555 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,307 F4 · kind: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the restricted stock award granted on August 29, 2016. This award vests in 1/3 annual installments on February 28, 2017, 2018 and 2019. Read SEC document |
| February 28, 2018 Filed Mar 3, 2018 00:01 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Tax withholdingCommon Stock | 5,416 | $67.79 | $367,150.64 |
DisclosureSEC source: 0000899243-18-006247 · doc4.xml · nonDerivative · entry 2 KIRBY J SCOTT · CIK 0001249555 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,102 F3 · kind: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the RSU award granted on February 23, 2017. Read SEC document |
| February 28, 2018 Filed Mar 3, 2018 00:01 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Exercise / conversionCommon Stock | 12,224 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006247 · doc4.xml · nonDerivative · entry 1 KIRBY J SCOTT · CIK 0001249555 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,518 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 · kind: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2 · kind: The RSUs were granted on February 23, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 22:53 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantRestricted Stock Units · Derivative | 40,996 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005362 · doc4.xml · derivative · entry 1 KIRBY J SCOTT · CIK 0001249555 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,996 Underlying: Common Stock · 40,996 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the economic equivalent of one share of UAL common stock and shall be settled in shares of UAL common stock upon vesting. F2 · derivative.exercise_date: The RSUs vest in three installments of 13,665 RSUs on February 28, 2019, 13,665 RSUs on February 28, 2020 and 13,666 RSUs on February 28, 2021. F2 · derivative.expiration_date: The RSUs vest in three installments of 13,665 RSUs on February 28, 2019, 13,665 RSUs on February 28, 2020 and 13,666 RSUs on February 28, 2021. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:56 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Tax withholdingCommon Stock | 1,370 | $74.09 | $101,503.30 |
DisclosureSEC source: 0000899243-17-006119 · doc4.xml · nonDerivative · entry 1 KIRBY J SCOTT · CIK 0001249555 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,294 F1 · kind: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the restricted stock award granted on August 29, 2016. This award vests in three installments of 4,432 shares on February 28, 2017, 4,432 shares on February 28, 2018 and 4,433 shares on February 28, 2019. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:40 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantRestricted Stock Units · Derivative | 36,674 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005445 · doc4.xml · derivative · entry 1 KIRBY J SCOTT · CIK 0001249555 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,674 Underlying: Common Stock · 36,674 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the economic equivalent of one share of UAL common stock and shall be settled in shares of UAL common stock upon vesting. F2 · derivative.exercise_date: The RSUs vest in three installments of 12,224 RSUs on February 28, 2018, 12,225 RSUs on February 28, 2019 and 12,225 RSUs on February 28, 2020. F2 · derivative.expiration_date: The RSUs vest in three installments of 12,224 RSUs on February 28, 2018, 12,225 RSUs on February 28, 2019 and 12,225 RSUs on February 28, 2020. 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.