Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MFS CALIFORNIA MUNICIPAL FUNDCCA · Entity 15907 | Director | March 23, 2017 | March 24, 2017 |
| MFS CHARTER INCOME TRUSTMCR · Entity 24834 | Director | March 23, 2017 | March 24, 2017 |
| MFS HIGH INCOME MUNICIPAL TRUSTCXE · Entity 12805 | Director | March 23, 2017 | March 24, 2017 |
| MFS HIGH YIELD MUNICIPAL TRUSTCMU · Entity 15600 | Director | March 23, 2017 | March 24, 2017 |
| MFS INTERMEDIATE HIGH INCOME FUNDCIF · Entity 24838 | Director | March 23, 2017 | March 24, 2017 |
| MFS INVESTMENT GRADE MUNICIPAL TRUSTCXH · Entity 12806 | Director | March 23, 2017 | March 24, 2017 |
| MFS SPECIAL VALUE TRUSTMFV · Entity 24828 | Director | March 23, 2017 | March 24, 2017 |
| TRAVELERS COMPANIES, INC.TRV · Entity 2960 | Director | February 03, 2026 | February 05, 2026 |
| V F CORPVFC · Entity 3887 | Director | May 22, 2026 | May 28, 2026 |
| VERIZON COMMUNICATIONS INCVZ · Entity 116 | Director | April 01, 2026 | April 02, 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.
MFS CALIFORNIA MUNICIPAL FUND
Report date March 23, 2017 · Filed March 24, 2017
This filing explicitly reported no securities owned.
MFS CHARTER INCOME TRUST
Report date March 23, 2017 · Filed March 24, 2017
This filing explicitly reported no securities owned.
MFS HIGH INCOME MUNICIPAL TRUST
Report date March 23, 2017 · Filed March 24, 2017
This filing explicitly reported no securities owned.
MFS HIGH YIELD MUNICIPAL TRUST
Report date March 23, 2017 · Filed March 24, 2017
This filing explicitly reported no securities owned.
MFS INTERMEDIATE HIGH INCOME FUND
Report date March 23, 2017 · Filed March 24, 2017
This filing explicitly reported no securities owned.
MFS INVESTMENT GRADE MUNICIPAL TRUST
Report date March 23, 2017 · Filed March 24, 2017
This filing explicitly reported no securities owned.
MFS SPECIAL VALUE TRUST
Report date March 23, 2017 · Filed March 24, 2017
This filing explicitly reported no securities owned.
TRAVELERS COMPANIES, INC.
Report date February 03, 2026 · Filed February 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,226.06 |
Reported balance
After 2026-02-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-03 · Grant · Acquired 729 · Balance 17,226.06 F1: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2023 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. F2: Includes 258.322 shares of deferred stock units acquired since February 4, 2025 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2023 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors.
F2: Includes 258.322 shares of deferred stock units acquired since February 4, 2025 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors.
V F CORP
Report date May 22, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,282.654 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 11,977 · Balance 68,282.654 |
VERIZON COMMUNICATIONS INC
Report date April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectBy Deferred Compensation Plan | 152,430 |
Reported balance
After 2026-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 5,062 · Balance 152,430 F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2: Includes phantom stock acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director.
F2: Includes phantom stock acquired through dividend reinvestment.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ABERDEEN GOVERNMENT MARKETS INCOME FUND
Report date July 02, 2026 · Filed August 05, 2026
Section 16 reporting ended · disclosed 2026-08-05. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
ABERDEEN INTERMEDIATE INCOME FUND
Report date July 02, 2026 · Filed August 05, 2026
Section 16 reporting ended · disclosed 2026-08-05. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
ABERDEEN MULTI-MARKET INCOME FUND
Report date July 02, 2026 · Filed August 05, 2026
Section 16 reporting ended · disclosed 2026-08-05. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
ABERDEEN MUNICIPAL INCOME FUND
Report date July 02, 2026 · Filed August 05, 2026
Section 16 reporting ended · disclosed 2026-08-05. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| March 08, 2013 Filed Mar 12, 2013 19:32 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001233402-13-000072 · edgar.xml · derivative · entry 1 OTIS CLARENCE JR · CIK 0001018572 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 43,644 Underlying: Common Stock · 3,128 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| March 02, 2012 Filed Mar 6, 2012 18:08 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,879 | $38.67 | $150,000.93 |
DisclosureSEC source: 0001233402-12-000062 · edgar.xml · derivative · entry 1 OTIS CLARENCE JR · CIK 0001018572 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 38,691 Underlying: Common Stock · 3,879 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| February 03, 2011 Filed Feb 7, 2011 21:06 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,573 | $36.38 | $129,985.74 |
DisclosureSEC source: 0001233402-11-000035 · edgar.xml · derivative · entry 1 OTIS CLARENCE JR · CIK 0001018572 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 33,010 Underlying: Common Stock · 3,573 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| February 04, 2010 Filed Feb 8, 2010 21:12 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 4,541 | $28.63 | $130,008.83 |
DisclosureSEC source: 0001233402-10-000041 · edgar.xml · derivative · entry 1 OTIS CLARENCE JR · CIK 0001018572 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 25,981 Underlying: Common Stock · 4,541 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| July 31, 2009 Filed Aug 4, 2009 14:09 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | PurchaseCommon Stock | 3,000 | $32.14 | $96,420.00 |
DisclosureSEC source: 0001233402-09-000294 · edgar.xml · nonDerivative · entry 1 OTIS CLARENCE JR · CIK 0001018572 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| February 05, 2009 Filed Feb 9, 2009 21:59 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 4,168 | $31.19 | $129,999.92 |
DisclosureSEC source: 0001233402-09-000042 · edgar.xml · derivative · entry 1 OTIS CLARENCE JR · CIK 0001018572 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 20,169 Underlying: Common Stock · 4,168 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| February 07, 2008 Filed Feb 11, 2008 21:23 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 3,518 | $36.95 | $129,990.10 |
DisclosureSEC source: 0001233402-08-000055 · edgar.xml · nonDerivative · entry 1 OTIS CLARENCE JR · CIK 0001018572 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 15,102 Read SEC document |
| February 01, 2007 Filed Feb 5, 2007 19:47 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 3,421 | $38.00 | $129,998.00 |
DisclosureSEC source: 0001233402-07-000062 · edgar.xml · nonDerivative · entry 1 OTIS CLARENCE JR · CIK 0001018572 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 11,044 Read SEC document |
| February 01, 2006 Filed Feb 3, 2006 18:44 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 2,945 | $31.80 | $93,651.00 |
DisclosureSEC source: 0001233402-06-000045 · edgar.xml · nonDerivative · entry 1 OTIS CLARENCE JR · CIK 0001018572 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 7,088 Read SEC document |
| January 25, 2006 Filed Jan 27, 2006 13:05 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 4,143 | $31.38 | $130,007.34 |
DisclosureSEC source: 0001233402-06-000025 · edgar.xml · nonDerivative · entry 1 OTIS CLARENCE JR · CIK 0001018572 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 4,143 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.