Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director | April 01, 2025 | April 03, 2025 |
| ITT INC.ITT · Entity 8806 | Director | May 09, 2023 | May 11, 2023 |
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.
BOEING CO
Report date April 01, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,358.671 |
Reported balance
After 2025-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-04-01 · Grant · Acquired 131.792 · Balance 2,358.671 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
ITT INC.
Report date May 09, 2023 · Filed May 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,847 |
Last balance in matching sequence
After 2023-05-10 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-05-09 · Tax withholding · Disposed 315 · Balance 6,143 F1: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting on May 9, 2023 of restricted stock units granted under the ITT Inc. 2011 Omnibus Incentive Plan. The number of shares withheld was determined on May 9, 2023 based on the average of the high/low price of the issuer's common stock on May 9, 2023. F2: Includes 5 shares under a dividend reinvestment plan. Row 2 · 2023-05-10 · Grant · Acquired 1,704 · Balance 7,847 F3: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2024 Annual Meeting of Shareholders. F2: Includes 5 shares under a dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting on May 9, 2023 of restricted stock units granted under the ITT Inc. 2011 Omnibus Incentive Plan. The number of shares withheld was determined on May 9, 2023 based on the average of the high/low price of the issuer's common stock on May 9, 2023.
F2: Includes 5 shares under a dividend reinvestment plan.
F3: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2024 Annual Meeting of Shareholders.
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 |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 3, 2025 22:42 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 131.792 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004030 · doc4.xml · derivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,358.671 Underlying: Common Stock · 131.792 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:44 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 479.929 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000409 · doc4.xml · derivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,226.879 Underlying: Common Stock · 479.929 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:25 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 326.915 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-009132 · doc4.xml · derivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,746.95 Underlying: Common Stock · 326.915 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 22:22 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 269.056 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-007296 · doc4.xml · derivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,420.035 Underlying: Common Stock · 269.056 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| April 01, 2024 Filed Apr 4, 2024 00:01 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 261.851 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004945 · doc4.xml · derivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,150.979 Underlying: Common Stock · 261.851 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:08 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 196.286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-000427 · doc4.xml · derivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 889.128 Underlying: Common Stock · 196.286 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 23:34 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 263.595 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-009355 · doc4.xml · derivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 692.842 Underlying: Common Stock · 263.595 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 22:03 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 429.247 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007375 · doc4.xml · derivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 429.247 Underlying: Common Stock · 429.247 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| May 10, 2023 Filed May 11, 2023 21:05 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 1,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028814 · doc4.xml · nonDerivative · entry 2 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,847 F3 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2024 Annual Meeting of Shareholders. F2 · balance_after: Includes 5 shares under a dividend reinvestment plan. Read SEC document |
| May 09, 2023 Filed May 11, 2023 21:05 UTC | ITT INC. ITT · Entity 8806 | Tax withholdingCommon Stock | 315 | $82.81 | $26,085.15 |
DisclosureSEC source: 0001209191-23-028814 · doc4.xml · nonDerivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,143 F1 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting on May 9, 2023 of restricted stock units granted under the ITT Inc. 2011 Omnibus Incentive Plan. The number of shares withheld was determined on May 9, 2023 based on the average of the high/low price of the issuer's common stock on May 9, 2023. F2 · balance_after: Includes 5 shares under a dividend reinvestment plan. Read SEC document |
| May 18, 2022 Filed May 19, 2022 20:10 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 1,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030490 · doc4.xml · nonDerivative · entry 2 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,458 F3 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2023 Annual Meeting of Shareholders. F2 · balance_after: Includes 5 shares under a dividend reinvestment plan. Read SEC document |
| May 17, 2022 Filed May 19, 2022 20:10 UTC | ITT INC. ITT · Entity 8806 | Tax withholdingCommon Stock | 189 | $72.39 | $13,681.71 |
DisclosureSEC source: 0001209191-22-030490 · doc4.xml · nonDerivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,459 F1 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting on May 17, 2022 of restricted stock units granted under the ITT Inc. 2011 Omnibus Incentive Plan. The number of shares withheld was determined on May 17, 2022 based on the average of the high/low price of the issuer's common stock on May 17, 2022. F2 · balance_after: Includes 5 shares under a dividend reinvestment plan. Read SEC document |
| May 19, 2021 Filed May 21, 2021 01:13 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 1,359 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-020306 · doc4.xml · nonDerivative · entry 2 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,648 F3 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2022 Annual Meeting of Shareholders. F2 · balance_after: Includes 5 shares under a dividend reinvestment plan. This amount does not include a fractional share of 0.235 that was disposed of when the reporting person transferred shares from one account to another because the transfer could only by completed for whole shares. Read SEC document |
| May 18, 2021 Filed May 21, 2021 01:13 UTC | ITT INC. ITT · Entity 8806 | Tax withholdingCommon Stock | 817 | $95.16 | $77,745.72 |
DisclosureSEC source: 0000899243-21-020306 · doc4.xml · nonDerivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,289 F1 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units on May 18, 2021. The number of shares withheld was determined on May 19, 2021 based on the average of the high/low price of the issuer's common stock on May 18, 2021. F2 · balance_after: Includes 5 shares under a dividend reinvestment plan. This amount does not include a fractional share of 0.235 that was disposed of when the reporting person transferred shares from one account to another because the transfer could only by completed for whole shares. Read SEC document |
| May 15, 2020 Filed May 19, 2020 20:15 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 2,062 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-013570 · doc4.xml · nonDerivative · entry 2 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,106.235 F3 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2021 Annual Meeting of Shareholders. F2 · balance_after: Includes 5.235 shares under a dividend reinvestment plan. Read SEC document |
| May 15, 2020 Filed May 19, 2020 20:15 UTC | ITT INC. ITT · Entity 8806 | Tax withholdingCommon Stock | 835 | $45.82 | $38,259.70 |
DisclosureSEC source: 0000899243-20-013570 · doc4.xml · nonDerivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,044.235 F1 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units on May 14, 2020. The number of shares withheld was determined on May 15, 2020 based on the average of the high/low price of the issuer's common stock on May 14, 2020. F2 · balance_after: Includes 5.235 shares under a dividend reinvestment plan. Read SEC document |
| May 22, 2019 Filed May 24, 2019 00:29 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 2,106 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-014643 · doc4.xml · nonDerivative · entry 2 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,874 F2 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2020 Annual Meeting of Shareholders. Read SEC document |
| May 22, 2019 Filed May 24, 2019 00:29 UTC | ITT INC. ITT · Entity 8806 | Tax withholdingCommon Stock | 504 | $59.89 | $30,184.56 |
DisclosureSEC source: 0000899243-19-014643 · doc4.xml · nonDerivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 768 F1 · shares: Reflects the withholding of 504 shares of common stock to pay the tax liability incident to the vesting of restricted stock units on May 21, 2019. The number of shares withheld was determined on May 22, 2019 based on the average of the high/low price of the Issuer's common stock on May 21, 2019. Read SEC document |
| October 15, 2018 Filed Oct 16, 2018 20:17 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 1,272 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-026791 · doc4.xml · nonDerivative · entry 1 Soussan Sabrina · CIK 0001754955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,272 F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT Inc. 2019 Annual Meeting of Shareholders. 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.