Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORD MOTOR COF · Entity 1829 | Director · President and CEO | March 03, 2026 | March 05, 2026 |
| HARLEY-DAVIDSON, INC.HOG · Entity 810 | Director | May 14, 2026 | May 18, 2026 |
| MCDONALDS CORPMCD · Entity 2849 | Director | February 04, 2026 | February 17, 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.
FORD MOTOR CO
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 4,131,472 |
Ending reported balance
After 2026-03-04 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-03-03 · Exercise / conversion · Acquired 469,321 · Balance 4,013,392 F1: These shares are a final award related to a 2023 performance-based restricted stock unit award and were acquired without payment. Row 2 · 2026-03-03 · Tax withholding · Disposed 204,624 · Balance 3,808,768 F2: Shares withheld by the Company to cover income tax liabilities from the settlement of Performance Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Row 3 · 2026-03-03 · Exercise / conversion · Acquired 168,857 · Balance 3,977,625 F3: Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan. Row 4 · 2026-03-03 · Tax withholding · Disposed 73,622 · Balance 3,904,003 F4: Shares withheld by the Company to cover income tax liabilities from the settlement of Restricted Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Row 5 · 2026-03-04 · Exercise / conversion · Acquired 168,264 · Balance 4,072,267 F3: Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan. Row 6 · 2026-03-04 · Tax withholding · Disposed 73,364 · Balance 3,998,903 F4: Shares withheld by the Company to cover income tax liabilities from the settlement of Restricted Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Row 7 · 2026-03-04 · Exercise / conversion · Acquired 235,052 · Balance 4,233,955 F3: Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan. Row 8 · 2026-03-04 · Tax withholding · Disposed 102,483 · Balance 4,131,472 F4: Shares withheld by the Company to cover income tax liabilities from the settlement of Restricted Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-03-03 · Exercise / conversion · Disposed 168,857 · Balance 0 F3: Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 173,363 |
Reported balance
After 2026-03-04 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-03-04 · Exercise / conversion · Disposed 168,264 · Balance 173,363 F3: Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 477,228 |
Reported balance
After 2026-03-04 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-03-04 · Exercise / conversion · Disposed 235,052 · Balance 477,228 F3: Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 663,231 |
Reported balance
After 2026-03-04 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-03-04 · Grant · Acquired 663,231 · Balance 663,231 F5: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment. These Ford Restricted Stock Units will be converted and distributed, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2026), 66% after two years, and in full after three years. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are a final award related to a 2023 performance-based restricted stock unit award and were acquired without payment.
F2: Shares withheld by the Company to cover income tax liabilities from the settlement of Performance Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan.
F3: Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan.
F4: Shares withheld by the Company to cover income tax liabilities from the settlement of Restricted Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan.
F5: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment. These Ford Restricted Stock Units will be converted and distributed, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2026), 66% after two years, and in full after three years.
HARLEY-DAVIDSON, INC.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,220.41 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Exercise / conversion · Acquired 6,015 · Balance 22,220.41 |
| Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-14 · Exercise / conversion · Disposed 6,015 · Balance 0 F1: Granted pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended F2: 1-for-1 F3: Includes shares of Common Stock acquired through automatic reinvestment of dividends. F4: Each Stock Unit is the equivalent of one share of common stock. The shares are payable on the one year anniversary of the grant date or upon the earlier termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended
F2: 1-for-1
F3: Includes shares of Common Stock acquired through automatic reinvestment of dividends.
F4: Each Stock Unit is the equivalent of one share of common stock. The shares are payable on the one year anniversary of the grant date or upon the earlier termination of service as a director.
MCDONALDS CORP
Report date February 04, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 242 |
Reported balance
Holding disclosure · report date 2026-02-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 242 |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 31 |
Reported balance
Holding disclosure · report date 2026-02-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 31 |
| Common StockSEC Table I · non-derivative | IndirectBy nonprofit corporation | 74 |
Reported balance
Holding disclosure · report date 2026-02-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 74 |
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 04, 2017 Filed Mar 7, 2017 22:45 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 16,984 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018937 · doc4.xml · nonDerivative · entry 2 FARLEY JR JAMES D · CIK 0001415834 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516,947 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 · kind: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 04, 2017 Filed Mar 7, 2017 22:45 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 128,773 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018937 · doc4.xml · nonDerivative · entry 1 FARLEY JR JAMES D · CIK 0001415834 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,963 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: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:49 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionFord Stock Units · Derivative | 21,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018366 · doc4.xml · derivative · entry 3 FARLEY JR JAMES D · CIK 0001415834 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,298 Underlying: Common Stock, $0.01 par value · 21,325 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. F3 · derivative.exercise_price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/03/2016), 66% after two years, and in full after three years. F3 · kind: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/03/2016), 66% after two years, and in full after three years. F3 · price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/03/2016), 66% after two years, and in full after three years. F3 · derivative.exercise_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/03/2016), 66% after two years, and in full after three years. F3 · derivative.expiration_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/03/2016), 66% after two years, and in full after three years. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:49 UTC | FORD MOTOR CO F · Entity 1829 | Tax withholdingCommon Stock, $0.01 par value | 9,280 | $12.64 | $117,299.20 |
DisclosureSEC source: 0001209191-17-018366 · doc4.xml · nonDerivative · entry 2 FARLEY JR JAMES D · CIK 0001415834 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,190 F2 · kind: These shares were withheld by the Company to cover my income tax liability relating to a grant to me of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:49 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 21,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018366 · doc4.xml · nonDerivative · entry 1 FARLEY JR JAMES D · CIK 0001415834 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,470 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: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:49 UTC | FORD MOTOR CO F · Entity 1829 | GrantFord Stock Units · Derivative | 75,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018366 · doc4.xml · derivative · entry 4 FARLEY JR JAMES D · CIK 0001415834 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,434 Underlying: Common Stock, $0.01 par value · 75,434 shares Expires not disclosed F4 · derivative.exercise_price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · kind: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · derivative.exercise_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · derivative.expiration_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. 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.