Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL FLAVORS & FRAGRANCES INCIFF · Entity 3234 | Director | May 04, 2022 | May 06, 2022 |
| INTERNATIONAL PAPER CO /NEW/IP · Entity 3274 | Director | May 13, 2024 | May 15, 2024 |
| Ingredion IncINGR · Entity 3745 | Director · Executive Chairman of the Bd | May 14, 2018 | May 16, 2018 |
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director | April 01, 2024 | April 03, 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.
INTERNATIONAL FLAVORS & FRAGRANCES INC
Report date May 04, 2022 · Filed May 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,344 |
Reported balance
After 2022-05-05 transaction · row 1
1 source rowRow 1 · 2022-05-05 · Exercise / conversion · Acquired 1,089 · Balance 2,344 F1: Upon the vesting of Restricted Stock Units ("RSUs") on May 5, 2022, the reporting person did not defer the receipt of 1,089 shares of Common Stock pursuant to the Company's deferred compensation plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-05-04 | Direct | 1,245 |
Reported balance
After 2022-05-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-04 · Grant · Acquired 1,245 · Balance 1,245 F2: The RSUs convert to Common Stock on a one-for-one basis. F3: Represent RSUs granted under the Non-Employee Director Compensation Program. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-05-05 | Direct | 0 |
Reported balance
After 2022-05-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-05 · Exercise / conversion · Disposed 1,089 · Balance 0 F2: The RSUs convert to Common Stock on a one-for-one basis. F1: Upon the vesting of Restricted Stock Units ("RSUs") on May 5, 2022, the reporting person did not defer the receipt of 1,089 shares of Common Stock pursuant to the Company's deferred compensation plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon the vesting of Restricted Stock Units ("RSUs") on May 5, 2022, the reporting person did not defer the receipt of 1,089 shares of Common Stock pursuant to the Company's deferred compensation plan.
F2: The RSUs convert to Common Stock on a one-for-one basis.
F3: Represent RSUs granted under the Non-Employee Director Compensation Program.
INTERNATIONAL PAPER CO /NEW/
Report date May 13, 2024 · Filed May 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 93,363 |
Reported balance
After 2024-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-13 · Grant · Acquired 7,958 · Balance 93,363 F1: The shares reported are awarded to the participant for service as a director for the 2024-2025 performance year. Shares become free of restrictions and non-forfeitable on the earliest of: (1) May 13, 2025, (ii) death, (iii) disability, (iv) retirement or (v) resignation with the consent of the Board of Directors. In the event of a resignation, the award would be reduced pro rata based on length of service. F2: Share numbers rounded. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported are awarded to the participant for service as a director for the 2024-2025 performance year. Shares become free of restrictions and non-forfeitable on the earliest of: (1) May 13, 2025, (ii) death, (iii) disability, (iv) retirement or (v) resignation with the consent of the Board of Directors. In the event of a resignation, the award would be reduced pro rata based on length of service.
F2: Share numbers rounded.
Ingredion Inc
Report date May 14, 2018 · Filed May 16, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 245,988.4681 |
Ending reported balance
After 2018-05-14 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-05-14 · Sale · Disposed 21,874 · Balance 252,255.4681 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.58 to $111.56, inclusive. The reporting person undertakes to provide Ingredion Incorporated, any security holder of Ingredion Incorporated or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in the immediately preceding sentence. Row 2 · 2018-05-14 · Sale · Disposed 6,067 · Balance 246,188.4681 F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.67 to $112.60, inclusive. The reporting person undertakes to provide Ingredion Incorporated, any security holder of Ingredion Incorporated or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in the immediately preceding sentence. Row 3 · 2018-05-14 · Sale · Disposed 200 · Balance 245,988.4681 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT Remainder Trusts | 114,550 |
Reported balance
Holding disclosure · report date 2018-05-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 114,550 F3: The reporting person's spouse is the trustee of the Trusts, and each of her two adult children is the beneficiary of one of the two Trusts. The Trusts hold an equal number of shares of the Issuer's common stock. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy 2016 GRAT | 42,125 |
Reported balance
Holding disclosure · report date 2018-05-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 42,125 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.58 to $111.56, inclusive. The reporting person undertakes to provide Ingredion Incorporated, any security holder of Ingredion Incorporated or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in the immediately preceding sentence.
F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.67 to $112.60, inclusive. The reporting person undertakes to provide Ingredion Incorporated, any security holder of Ingredion Incorporated or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in the immediately preceding sentence.
F3: The reporting person's spouse is the trustee of the Trusts, and each of her two adult children is the beneficiary of one of the two Trusts. The Trusts hold an equal number of shares of the Issuer's common stock. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
LOCKHEED MARTIN CORP
Report date April 01, 2024 · Filed April 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,915.9886 |
Reported balance
After 2024-04-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-04-01 · Exercise / conversion · Acquired 365.9886 · Balance 1,915.9886 F1: Phantom stock units convert to common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 1,769.5931 |
Reported balance
After 2024-04-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-04-01 · Disposition to issuer · Disposed 146.3954 · Balance 1,769.5931 |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Equity Plan | 2,590.6389 |
Reported balance
After 2024-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-04-01 · Exercise / conversion · Disposed 365.9886 · Balance 2,590.6389 F1: Phantom stock units convert to common stock on a one-for-one basis. F2: The reporting person previously elected payment of her 2023 equity award and accrued dividend equivalents thereon 60 percent in common stock and 40 percent in cash in accordance with the terms of the Lockheed Martin Corporation Amended and Restated Directors Equity Plan. F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units convert to common stock on a one-for-one basis.
F2: The reporting person previously elected payment of her 2023 equity award and accrued dividend equivalents thereon 60 percent in common stock and 40 percent in cash in accordance with the terms of the Lockheed Martin Corporation Amended and Restated Directors Equity Plan.
F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| February 07, 2017 Filed Feb 9, 2017 20:43 UTC | Ingredion Inc INGR · Entity 3745 | GrantCommon Stock | 61,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004884 · form4.xml · nonDerivative · entry 2 GORDON ILENE S · CIK 0001049959 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,322.3513 F2 · shares: Shares acquired upon vesting of performance share award granted February 4, 2014. Vesting of the performance share award was based on criteria in addition to the increase in the market price of Ingredion Incorporated's common stock. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 20:43 UTC | Ingredion Inc INGR · Entity 3745 | GrantCommon Stock | 12,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004884 · form4.xml · nonDerivative · entry 1 GORDON ILENE S · CIK 0001049959 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,322.3513 F1 · shares: These are restricted stock units ("RSUs") issued under the Ingredion Incorporated Stock Incentive Plan. The RSUs may be settled only in shares of common stock (one share per RSU) and will vest on February 7, 2020. In the event of termination of employment due to (a) death, (b) disability or (c) retirement on or after (i) age 65, (ii) age 62 with 5 years of service or (iii) age 55 with 10 years of service, the RSUs will vest on a pro-rata basis using the number of full months employed during the thirty-six month vesting period. Notwithstanding the foregoing, in the event of such retirement on or after February 7, 2018, the RSUs will vest on February 7, 2020. Read SEC document |
| February 04, 2017 Filed Feb 7, 2017 21:01 UTC | Ingredion Inc INGR · Entity 3745 | Tax withholdingCommon Stock | 8,859.5397 | $117.12 | $1,037,629.29 |
DisclosureSEC source: 0001127602-17-004459 · form4.xml · nonDerivative · entry 1 GORDON ILENE S · CIK 0001049959 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,336.3513 F1 · shares: Shares withheld to pay applicable taxes upon the vesting of 21,800 restricted stock units ("RSUs") granted February 4, 2014 and 1,295.54 RSUs acquired through deemed dividend reinvestment with respect to these RSUs. F2 · balance_after: Includes RSUs acquired through deemed dividend reinvestment. RSUs acquired through deemed dividend reinvestment vest on the dates when the RSUs with respect to which they are deemed dividends vest. Read SEC document |
| January 30, 2017 Filed Feb 2, 2017 00:56 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 573.5079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-002208 · doc4.xml · derivative · entry 1 GORDON ILENE S · CIK 0001049959 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 868.3468 Underlying: Common Stock · 573.5079 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: Annual award of stock units under the Lockheed Martin Corporation 2009 Directors' Equity Plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $252.83 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: Annual award of stock units under the Lockheed Martin Corporation 2009 Directors' Equity Plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $252.83 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: Annual award of stock units under the Lockheed Martin Corporation 2009 Directors' Equity Plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $252.83 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 17:52 UTC | Ingredion Inc INGR · Entity 3745 | GiftCommon Stock | 22,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069615 · form4.xml · nonDerivative · entry 2 GORDON ILENE S · CIK 0001049959 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Remainder Trust Disclosed balance after: 44,810 F1 · balance_after: Reflects distribution and transfer pursuant to the terms of the reporting person's 2014 GRAT (the "2014 GRAT") on December 7, 2016 of 22,035 shares formerly held by the 2014 GRAT to the Gordon GRAT Remainder Trust (the "Trust"). F3 · balance_after: The reporting person's spouse is the trustee of the Trust, and her adult children are the beneficiaries of the Trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 17:52 UTC | Ingredion Inc INGR · Entity 3745 | GiftCommon Stock | 22,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069615 · form4.xml · nonDerivative · entry 1 GORDON ILENE S · CIK 0001049959 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By 2014 GRAT Disclosed balance after: 0 F1 · balance_after: Reflects distribution and transfer pursuant to the terms of the reporting person's 2014 GRAT (the "2014 GRAT") on December 7, 2016 of 22,035 shares formerly held by the 2014 GRAT to the Gordon GRAT Remainder Trust (the "Trust"). F2 · balance_after: 25,765 shares were transferred to the reporting person in payment of the annuity by the 2014 GRAT on August 26, 2016. Read SEC document |
| July 01, 2016 Filed Jul 5, 2016 22:05 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 290.756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-16-036203 · doc4.xml · derivative · entry 1 GORDON ILENE S · CIK 0001049959 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 290.756 Underlying: Common Stock · 290.756 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: Under the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director elects to receive an award of phantom stock units in accordance with the plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $249.35 per share and vest on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director elects to receive an award of phantom stock units in accordance with the plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $249.35 per share and vest on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director elects to receive an award of phantom stock units in accordance with the plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $249.35 per share and vest on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service. 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.