Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ROCKWELL AUTOMATION, INCROK · Entity 906 | Director | December 08, 2025 | December 11, 2025 |
| Stonepeak-Plus Infrastructure Fund LPNONE · Entity 28064 | Director | July 27, 2026 | July 29, 2026 |
| WESTERN DIGITAL CORPWDC · Entity 1010 | EVP & GM, Flash Business | November 27, 2024 | December 02, 2024 |
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.
ROCKWELL AUTOMATION, INC
Report date December 08, 2025 · Filed December 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,974 |
Reported balance
After 2025-12-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-08 · Grant · Acquired 498 · Balance 1,974 F1: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F2: Restricted stock units delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. F3: Payable upon retirement, change of control and certain other circumstances. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock.
F2: Restricted stock units delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan.
F3: Payable upon retirement, change of control and certain other circumstances.
Stonepeak-Plus Infrastructure Fund LP
Report date July 27, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class X Limited Partnership UnitsSEC Table I · non-derivative | Direct | 3,250.857 |
Reported balance
After 2026-07-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-27 · Grant · Acquired 1,459.292 · Balance 3,250.857 F1: Represents an award of Class X Limited Partnership Units, granted as compensation for serving as a member of the Board of Directors of the Issuer. F2: Includes Class X Limited Partnership Units acquired through the Issuer's distribution reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Class X Limited Partnership Units, granted as compensation for serving as a member of the Board of Directors of the Issuer.
F2: Includes Class X Limited Partnership Units acquired through the Issuer's distribution reinvestment plan.
WESTERN DIGITAL CORP
Report date November 27, 2024 · Filed December 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 132,940 |
Reported balance
After 2024-11-27 transaction · row 1
1 source rowRow 1 · 2024-11-27 · Tax withholding · Disposed 606 · Balance 132,940 F1: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e).
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 |
|---|---|---|---|---|---|---|
| September 21, 2021 Filed Sep 23, 2021 21:03 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Tax withholdingCommon Stock | 42,252 | $55.47 | $2,343,718.44 |
DisclosureSEC source: 0001266824-21-000059 · edgardoc.xml · nonDerivative · entry 1 SODERBERY ROBERT · CIK 0001820713 · EVP & GM, Flash Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,393 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 23:32 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantCommon Stock | 28,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-21-000042 · edgardoc.xml · nonDerivative · entry 1 SODERBERY ROBERT · CIK 0001820713 · EVP & GM, Flash Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,645 F1 · security: Represents the grant of restricted stock units to the Reporting Person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 23:22 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantCommon Stock | 201,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-20-000120 · edgardoc.xml · nonDerivative · entry 1 SODERBERY ROBERT · CIK 0001820713 · EVP & GM, Flash Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,578 F1 · security: Represents the grant of restricted stock units to the Reporting Person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. 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.