Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Walt Disney CoDIS · Entity 1887 | Sr. EVP and Chief Comm Officer | January 15, 2026 | January 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 January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 22,421 |
Reported balance
After 2026-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-15 · Tax withholding · Disposed 23 · Balance 22,421 F1: The 23 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. F2: Total includes dividend equivalents distributed with respect to previously vested restricted stock units. The total also reflects a deduction for cash paid in lieu of fractional shares upon conversion of previously-granted units to shares. |
| Disney Common StockSEC Table I · non-derivative | Direct | 25,074 |
Reported balance
After 2026-01-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-01-15 · Exercise / conversion · Acquired 2,653 · Balance 25,074 F3: Vesting of restricted stock units previously granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The remaining stock units vest as to 2,679 stock units on January 15, 2027, and 2,680 stock units on January 15, 2028. Includes dividend equivalents accrued on the award. F4: Restricted stock units convert into common stock at 1-for-1. |
| Disney Common StockSEC Table I · non-derivative | Direct | 24,053 |
Reported balance
After 2026-01-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-01-15 · Tax withholding · Disposed 1,021 · Balance 24,053 F5: The 1,021 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 | 5,359 |
Reported balance
After 2026-01-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-01-15 · Exercise / conversion · Disposed 2,653 · Balance 5,359 F4: Restricted stock units convert into common stock at 1-for-1. F3: Vesting of restricted stock units previously granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The remaining stock units vest as to 2,679 stock units on January 15, 2027, and 2,680 stock units on January 15, 2028. Includes dividend equivalents accrued on the award. |
Filing footnotes · ownership attribution and instrument terms
F1: The 23 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.
F2: Total includes dividend equivalents distributed with respect to previously vested restricted stock units. The total also reflects a deduction for cash paid in lieu of fractional shares upon conversion of previously-granted units to shares.
F3: Vesting of restricted stock units previously granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The remaining stock units vest as to 2,679 stock units on January 15, 2027, and 2,680 stock units on January 15, 2028. Includes dividend equivalents accrued on the award.
F4: Restricted stock units convert into common stock at 1-for-1.
F5: The 1,021 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.
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 |
|---|---|---|---|---|---|---|
| December 15, 2023 Filed Dec 19, 2023 22:52 UTC | Walt Disney Co DIS · Entity 1887 | Tax withholdingDisney Common Stock | 834 | $93.44 | $77,928.13 |
DisclosureSEC source: 0001744489-23-000262 · wk-form4_1703026347.xml · nonDerivative · entry 2 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,056 F3 · shares: The 834 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 |
| December 15, 2023 Filed Dec 19, 2023 22:52 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionDisney Common Stock | 1,682 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001744489-23-000262 · wk-form4_1703026347.xml · nonDerivative · entry 1 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,890 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 1,681 stock units on December 15, 2024, and as to 1,682 stock units on December 15, 2025. F2 · price: Restricted stock units convert into common stock at 1-for-1. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 21:17 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionRestricted Stock Unit · Derivative | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-23-000177 · wk-form4_1696022213.xml · derivative · entry 3 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90 Underlying: Disney Common Stock · 46 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 45 stock units on each September 28 of 2024 and 2025. 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 45 stock units on each September 28 of 2024 and 2025. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 21:17 UTC | Walt Disney Co DIS · Entity 1887 | Tax withholdingDisney Common Stock | 16 | $80.29 | $1,284.57 |
DisclosureSEC source: 0001744489-23-000177 · wk-form4_1696022213.xml · nonDerivative · entry 2 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,208 F3 · shares: The 16 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 |
| September 28, 2023 Filed Sep 29, 2023 21:17 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionDisney Common Stock | 46 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001744489-23-000177 · wk-form4_1696022213.xml · nonDerivative · entry 1 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,224 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 45 stock units on each September 28 of 2024 and 2025. F2 · price: Restricted stock units convert into common stock at 1-for-1. Read SEC document |
| June 27, 2023 Filed Jun 28, 2023 22:28 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionRestricted Stock Unit · Derivative | 3,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-23-000130 · wk-form4_1687991318.xml · derivative · entry 3 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,432 Underlying: Disney Common Stock · 3,608 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 3,608 stock units on each December 27 of 2023 and 2024; and as to 3,608 stock units on each June 27 of 2024 and 2025. 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 3,608 stock units on each December 27 of 2023 and 2024; and as to 3,608 stock units on each June 27 of 2024 and 2025. Read SEC document |
| June 27, 2023 Filed Jun 28, 2023 22:28 UTC | Walt Disney Co DIS · Entity 1887 | Tax withholdingDisney Common Stock | 1,248 | $89.08 | $111,165.60 |
DisclosureSEC source: 0001744489-23-000130 · wk-form4_1687991318.xml · nonDerivative · entry 2 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,178 F3 · shares: The 1,248 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 27, 2023 Filed Jun 28, 2023 22:28 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionDisney Common Stock | 3,608 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001744489-23-000130 · wk-form4_1687991318.xml · nonDerivative · entry 1 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,426 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 3,608 stock units on each December 27 of 2023 and 2024; and as to 3,608 stock units on each June 27 of 2024 and 2025. F2 · price: Restricted stock units convert into common stock at 1-for-1. Read SEC document |
| December 27, 2022 Filed Dec 28, 2022 21:40 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionRestricted Stock Unit · Derivative | 3,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-22-000246 · wf-form4_167226363994270.xml · derivative · entry 3 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,040 Underlying: Disney Common Stock · 3,607 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 3,608 stock units on each June 27 of 2023 through 2025, and as to 3,608 stock units on each December 27 of 2023 and 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 3,608 stock units on each June 27 of 2023 through 2025, and as to 3,608 stock units on each December 27 of 2023 and 2024. Read SEC document |
| December 27, 2022 Filed Dec 28, 2022 21:40 UTC | Walt Disney Co DIS · Entity 1887 | Tax withholdingDisney Common Stock | 1,789 | $86.95 | $155,553.55 |
DisclosureSEC source: 0001744489-22-000246 · wf-form4_167226363994270.xml · nonDerivative · entry 2 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,818 F3 · shares: The 1,789 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 |
| December 27, 2022 Filed Dec 28, 2022 21:40 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionDisney Common Stock | 3,607 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001744489-22-000246 · wf-form4_167226363994270.xml · nonDerivative · entry 1 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,607 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 3,608 stock units on each June 27 of 2023 through 2025, and as to 3,608 stock units on each December 27 of 2023 and 2024. F2 · price: Restricted stock units convert into common stock at 1-for-1. Read SEC document |
| December 15, 2022 Filed Dec 17, 2022 01:24 UTC | Walt Disney Co DIS · Entity 1887 | GrantRestricted Stock Unit · Derivative | 5,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-22-000223 · wf-form4_167124024306001.xml · derivative · entry 2 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,045 Underlying: Disney Common Stock · 5,045 shares Expires 2025-12-15 F2 · derivative.exercise_price: Restricted stock units convert into common stock at 1-for-1. F3 · derivative.exercise_date: This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest in three equal installments on each December 15 of 2023 through 2025. Read SEC document |
| December 15, 2022 Filed Dec 17, 2022 01:24 UTC | Walt Disney Co DIS · Entity 1887 | GrantStock Option (Right-to-Buy) · Derivative | 13,426 | $0.00 Strike: $91.62 | $0.00 |
DisclosureSEC source: 0001744489-22-000223 · wf-form4_167124024306001.xml · derivative · entry 1 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,426 Underlying: Disney Common Stock · 13,426 shares Expires 2032-12-15 F1 · derivative.exercise_date: Option was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The option is scheduled to vest in three equal installments on each December 15 of 2023 through 2025. In connection with this stock option award, the reporting person also was awarded restricted stock units whose vesting is subject to performance vesting criteria. The number of stock units vesting depends on the extent to which the performance criteria are satisfied, and ranges from zero to 18,332. Read SEC document |
| September 28, 2022 Filed Oct 1, 2022 00:03 UTC | Walt Disney Co DIS · Entity 1887 | GrantRestricted Stock Unit · Derivative | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-22-000168 · wf-form4_166458259297260.xml · derivative · entry 2 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136 Underlying: Disney Common Stock · 136 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock at 1-for-1. F3 · derivative.exercise_date: This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest in three equal installments on each September 28 of 2023 through 2025. F3 · derivative.expiration_date: This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest in three equal installments on each September 28 of 2023 through 2025. Read SEC document |
| September 28, 2022 Filed Oct 1, 2022 00:03 UTC | Walt Disney Co DIS · Entity 1887 | GrantStock Option (Right-to-Buy) · Derivative | 363 | $0.00 Strike: $97.66 | $0.00 |
DisclosureSEC source: 0001744489-22-000168 · wf-form4_166458259297260.xml · derivative · entry 1 Schake Kristina K · CIK 0001935127 · Sr. EVP and Chief Comm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363 Underlying: Disney Common Stock · 363 shares Expires 2032-09-28 F1 · derivative.exercise_date: Options were granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The options vest in three equal installments on each September 28 of 2023 through 2025. In connection with this stock option award, the reporting person also was awarded restricted stock units whose vesting is subject to performance vesting criteria. The number of stock units vesting depends on the extent to which the performance criteria are satisfied, and ranges from zero to 464. 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.