Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BORGWARNER INCBWA · Entity 3425 | Director | April 28, 2021 | April 30, 2021 |
| BOSTON SCIENTIFIC CORPBSX · Entity 1897 | Director | May 04, 2023 | May 05, 2023 |
| Baker Hughes CoBKR · Entity 2993 | Director | May 16, 2023 | May 18, 2023 |
| CLARCOR INC.CLC · Entity 178142 | Director | February 28, 2017 | March 02, 2017 |
| CONOCOPHILLIPSCOP · Entity 658 | Director | January 15, 2026 | January 20, 2026 |
| Carnival Corp Ltd.CCL · Entity 3136 | Director | May 08, 2026 | May 12, 2026 |
| Echo Global Logistics, Inc.ECHO · Entity 133152 | Director | February 22, 2019 | February 27, 2019 |
| EnerSysENS · Entity 3750 | Director | June 25, 2021 | June 29, 2021 |
| Otis Worldwide CorpOTIS · Entity 3170 | Director | May 27, 2026 | May 29, 2026 |
| ZEBRA TECHNOLOGIES CORPZBRA · Entity 3328 | Director | May 19, 2026 | May 21, 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.
BORGWARNER INC
Report date April 28, 2021 · Filed April 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,973 |
Reported balance
After 2021-04-28 transaction · row 1
1 source rowRow 1 · 2021-04-28 · Grant · Acquired 2,973 · Balance 2,973 F1: The shares will vest 100% on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares will vest 100% on the first anniversary of the grant date.
BOSTON SCIENTIFIC CORP
Report date May 04, 2023 · Filed May 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,823 |
Reported balance
After 2023-05-04 transaction · row 1
1 source rowRow 1 · 2023-05-04 · Grant · Acquired 3,946 · Balance 8,823 F1: Annual equity award in the form of restricted stock vesting in full upon the next annual meeting of stockholders. Reflects a value of $205,000 divided by the closing price of common stock on the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 27,246 |
Reported balance
Holding disclosure · report date 2023-05-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27,246 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual equity award in the form of restricted stock vesting in full upon the next annual meeting of stockholders. Reflects a value of $205,000 divided by the closing price of common stock on the date of grant.
Baker Hughes Co
Report date May 16, 2023 · Filed May 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 30,826 |
Reported balance
After 2023-05-16 transaction · row 1
1 source rowRow 1 · 2023-05-16 · Exercise / conversion · Acquired 6,377 · Balance 30,826 F1: Each restricted stock unit represents a right to receive without payment one share of Class A Common Stock of the Issuer. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2023-05-16 | Direct | 6,377 |
Reported balance
After 2023-05-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-16 · Grant · Acquired 6,377 · Balance 6,377 F1: Each restricted stock unit represents a right to receive without payment one share of Class A Common Stock of the Issuer. F2: The restricted stock units vest immediately on the date of grant. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2023-05-16 | Direct | 0 |
Reported balance
After 2023-05-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-05-16 · Exercise / conversion · Disposed 6,377 · Balance 0 F1: Each restricted stock unit represents a right to receive without payment one share of Class A Common Stock of the Issuer. F2: The restricted stock units vest immediately on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a right to receive without payment one share of Class A Common Stock of the Issuer.
F2: The restricted stock units vest immediately on the date of grant.
CLARCOR INC.
Report date February 28, 2017 · Filed March 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Par Value $1.00SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-02-28 transaction · row 1
1 source rowRow 1 · 2017-02-28 · Disposition to issuer · Disposed 3,085 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of December 1, 2016 (the "Merger Agreement"), by and among CLARCOR Inc. (the "Company"), Parker-Hannifin Corporation ("Parker") and Parker Eagle Corporation, a wholly owned subsidiary of Parker ("Merger Sub"), at the effective time of the merger, these shares of Company common stock were converted into the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $83.00. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of December 1, 2016 (the "Merger Agreement"), by and among CLARCOR Inc. (the "Company"), Parker-Hannifin Corporation ("Parker") and Parker Eagle Corporation, a wholly owned subsidiary of Parker ("Merger Sub"), at the effective time of the merger, these shares of Company common stock were converted into the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $83.00.
CONOCOPHILLIPS
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,940.9 |
Reported balance
After 2026-01-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 2,215 · Balance 6,940.9 F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. F3: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis.
F2: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments.
F3: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11.
Carnival Corp Ltd.
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 31,034.6435 |
Reported balance
After 2026-05-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 7,712 · Balance 31,034.6435 F1: Grant of unrestricted shares made to non-executive directors pursuant to the Carnival Corporation Ltd. 2020 Stock Plan. F2: The Board of Directors approved a value of $210,000 to be granted to the reporting person in the form of unrestricted shares. The number of unrestricted shares was determined by dividing the grant value by the average of the closing prices of a Carnival Corporation share over 20 consecutive trading days ending on the day before the grant, then rounding down to the nearest whole share. F3: Includes shares acquired pursuant to the dividend reinvestment feature of the reporting person's account. |
| Common SharesSEC Table I · non-derivative | Direct | 30,418.6435 |
Reported balance
After 2026-05-11 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-11 · Tax withholding · Disposed 616 · Balance 30,418.6435 F4: Represents shares withheld by the Issuer to cover taxes associated with the grant of unrestricted shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of unrestricted shares made to non-executive directors pursuant to the Carnival Corporation Ltd. 2020 Stock Plan.
F2: The Board of Directors approved a value of $210,000 to be granted to the reporting person in the form of unrestricted shares. The number of unrestricted shares was determined by dividing the grant value by the average of the closing prices of a Carnival Corporation share over 20 consecutive trading days ending on the day before the grant, then rounding down to the nearest whole share.
F3: Includes shares acquired pursuant to the dividend reinvestment feature of the reporting person's account.
F4: Represents shares withheld by the Issuer to cover taxes associated with the grant of unrestricted shares.
Echo Global Logistics, Inc.
Report date February 22, 2019 · Filed February 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,614 |
Reported balance
After 2019-02-22 transaction · row 1
1 source rowRow 1 · 2019-02-22 · Grant · Acquired 5,507 · Balance 26,614 |
EnerSys
Report date June 25, 2021 · Filed June 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,324.8389 |
Reported balance
After 2021-06-25 transaction · row 1
1 source rowRow 1 · 2021-06-25 · Grant · Acquired 23.8053 · Balance 13,324.8389 F1: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on June 25, 2021 to stockholders of record as of June 11, 2021 (the "Dividend"), with respect to an aggregate of 13,007 vested DSUs granted to the reporting person on various dates, and adjusted for any previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on June 25, 2021 to stockholders of record as of June 11, 2021 (the "Dividend"), with respect to an aggregate of 13,007 vested DSUs granted to the reporting person on various dates, and adjusted for any previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs.
Otis Worldwide Corp
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 14,414.097 |
Reported balance
After 2026-05-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 2,716.256 · Balance 14,414.097 F1: The reporting person acquired these deferred stock units (DSUs) under the Board of Directors Deferred Stock Unit Plan (the Plan) for service as a non-employee director. The Plan provides for payment of a portion or all of the annual director compensation in DSUs. Upon retirement or termination, the DSUs in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. DSUs accrue dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person acquired these deferred stock units (DSUs) under the Board of Directors Deferred Stock Unit Plan (the Plan) for service as a non-employee director. The Plan provides for payment of a portion or all of the annual director compensation in DSUs. Upon retirement or termination, the DSUs in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. DSUs accrue dividend equivalents.
ZEBRA TECHNOLOGIES CORP
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,128 |
Reported balance
After 2026-05-19 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2026-05-19 · Grant · Acquired 951 · Balance 4,128 |
| Class A Common StockSEC Table I · non-derivative | Direct | 3,177 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,177 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CARNIVAL PLC
Report date May 07, 2026 · Filed May 07, 2026
Section 16 reporting ended · disclosed 2026-05-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Trust Shares (beneficial Interest in Special Voting Share)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-07 · Disposition to issuer · Disposed 23,322.6435 · Balance 0 F1: Represents trust shares (the "Trust Shares") of beneficial interests in P&O Princess Voting Trust (the "Trust"). In connection with the dual listed company transaction between Carnival plc (f/k/a P&O Princess Cruises plc) and Carnival Corporation (the "DLC Transaction"), Carnival plc issued one special voting share to the Trust and, following a series of transactions, the Trust Shares were distributed to holders of common stock of Carnival Corporation (the "Carnival Corporation Common Stock"). Since completion of the DLC Transaction on April 17, 2003, if Carnival Corporation issues Carnival Corporation Common Stock to a person, the Trust will issue an equivalent number of Trust Shares to such person. The Trust Shares are paired with shares of Carnival Corporation Common Stock and are represented by the same stock certificate. The Trust Shares represent a beneficial interest in the Carnival plc special voting share. F2: On May 7, 2026, Carnival Corporation and Carnival plc completed the previously announced DLC Unification and Redomiciliation Transactions (the "DLC Unification and Redomiciliation"), pursuant to which Carnival plc became a wholly-owned subsidiary of Carnival Corporation Ltd. In connection with the consummation of the DLC Unification and Redomiciliation, the Trust Shares beneficially owned by the Reporting Person were surrendered to Carnival plc for no consideration, and then canceled. The Reporting Person did not dispose of any Carnival Corporation securities in connection with the DLC Unification and Redomiciliation. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents trust shares (the "Trust Shares") of beneficial interests in P&O Princess Voting Trust (the "Trust"). In connection with the dual listed company transaction between Carnival plc (f/k/a P&O Princess Cruises plc) and Carnival Corporation (the "DLC Transaction"), Carnival plc issued one special voting share to the Trust and, following a series of transactions, the Trust Shares were distributed to holders of common stock of Carnival Corporation (the "Carnival Corporation Common Stock"). Since completion of the DLC Transaction on April 17, 2003, if Carnival Corporation issues Carnival Corporation Common Stock to a person, the Trust will issue an equivalent number of Trust Shares to such person. The Trust Shares are paired with shares of Carnival Corporation Common Stock and are represented by the same stock certificate. The Trust Shares represent a beneficial interest in the Carnival plc special voting share.
F2: On May 7, 2026, Carnival Corporation and Carnival plc completed the previously announced DLC Unification and Redomiciliation Transactions (the "DLC Unification and Redomiciliation"), pursuant to which Carnival plc became a wholly-owned subsidiary of Carnival Corporation Ltd. In connection with the consummation of the DLC Unification and Redomiciliation, the Trust Shares beneficially owned by the Reporting Person were surrendered to Carnival plc for no consideration, and then canceled. The Reporting Person did not dispose of any Carnival Corporation securities in connection with the DLC Unification and Redomiciliation.
Delphi Technologies PLC
Report date October 01, 2020 · Filed October 06, 2020
Section 16 reporting ended · disclosed 2020-10-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-10-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2020-10-01 · Disposition to issuer · Disposed 14,347 · Balance 0 F1: Reflects the disposition of ordinary shares of the Issuer as contemplated by the Transaction Agreement, dated as of January 28, 2020, as amended (the "Transaction Agreement") between the Issuer and BorgWarner Inc. ("BorgWarner"), pursuant to which BorgWarner acquired the Issuer pursuant to a scheme of arrangement (the "Scheme") under Part 18A of the Companies (Jersey) Law 1991, as amended (the "Transaction"). In accordance with the terms of the Transaction Agreement, at the effective time of the Scheme, each ordinary share was exchanged for 0.4307 of a newly issued share of BorgWarner common stock, par value $0.01 per share, and cash in lieu of any fractional share of BorgWarner common stock. |
| Ordinary SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-10-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2020-10-01 · Disposition to issuer · Disposed 19,605 · Balance 0 F2: Reflects the disposition of restricted share unit awards of the Issuer as contemplated by the Transaction Agreement. In accordance with the terms of the Transaction Agreement, at the effective time of the Scheme, each restricted share unit award was cancelled and converted into the right to receive an amount of cash equal to $16.6. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the disposition of ordinary shares of the Issuer as contemplated by the Transaction Agreement, dated as of January 28, 2020, as amended (the "Transaction Agreement") between the Issuer and BorgWarner Inc. ("BorgWarner"), pursuant to which BorgWarner acquired the Issuer pursuant to a scheme of arrangement (the "Scheme") under Part 18A of the Companies (Jersey) Law 1991, as amended (the "Transaction"). In accordance with the terms of the Transaction Agreement, at the effective time of the Scheme, each ordinary share was exchanged for 0.4307 of a newly issued share of BorgWarner common stock, par value $0.01 per share, and cash in lieu of any fractional share of BorgWarner common stock.
F2: Reflects the disposition of restricted share unit awards of the Issuer as contemplated by the Transaction Agreement. In accordance with the terms of the Transaction Agreement, at the effective time of the Scheme, each restricted share unit award was cancelled and converted into the right to receive an amount of cash equal to $16.6.
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 |
|---|---|---|---|---|---|---|
| May 09, 2017 Filed May 11, 2017 20:29 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantCommon Stock | 7,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009501 · doc4.xml · nonDerivative · entry 1 Connors Nelda J · CIK 0001478748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,333 F1 · shares: Annual equity award in the form of restricted stock vesting in full upon the next annual meeting of stockholders. Reflects a value of $185,000 divided by the closing price of common stock on the date of grant. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 09:55 UTC | CLARCOR INC. CLC · Entity 178142 | Disposition to issuerCommon Stock Par Value $1.00 | 3,085 | $83.00 | $256,055.00 |
DisclosureSEC source: 0001562180-17-001030 · primarydocument.xml · nonDerivative · entry 1 Connors Nelda J · CIK 0001478748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of December 1, 2016 (the "Merger Agreement"), by and among CLARCOR Inc. (the "Company"), Parker-Hannifin Corporation ("Parker") and Parker Eagle Corporation, a wholly owned subsidiary of Parker ("Merger Sub"), at the effective time of the merger, these shares of Company common stock were converted into the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $83.00. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:47 UTC | Echo Global Logistics, Inc. ECHO · Entity 133152 | GrantCommon Stock | 4,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-012700 · a4.xml · nonDerivative · entry 1 Connors Nelda J · CIK 0001478748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,323 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.