Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | CIO & SVP, IT & Data Analytics | March 11, 2024 | March 14, 2024 |
| YUM BRANDS INCYUM · Entity 3067 | Director | February 06, 2026 | February 09, 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.
BOEING CO
Report date March 11, 2024 · Filed March 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,267.276 |
Reported balance
After 2024-03-11 transaction · row 1
1 source rowRow 1 · 2024-03-11 · Grant · Acquired 4,543 · Balance 25,267.276 F1: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on March 11, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on March 11, 2027.
YUM BRANDS INC
Report date February 06, 2026 · Filed February 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,718.5294 |
Reported balance
After 2026-02-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-06 · Grant · Acquired 1,718.5294 · Balance 1,718.5294 F1: Conversion occurs on a one-for-one basis. F2: Payments are made in accordance with elections on file. F3: Phantom units accrued under the YUM! Brands, Inc. Director Deferred Compensation Plan do not have expiration dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion occurs on a one-for-one basis.
F2: Payments are made in accordance with elections on file.
F3: Phantom units accrued under the YUM! Brands, Inc. Director Deferred Compensation Plan do not have expiration dates.
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 06, 2026 Filed Feb 9, 2026 16:37 UTC | YUM BRANDS INC YUM · Entity 3067 | GrantPhantom Stock · Derivative | 1,718.5294 | $0.00 | $0.00 |
DisclosureSEC source: 0001041061-26-000034 · form4.xml · derivative · entry 1 Doniz Susan · CIK 0001808920 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,718.5294 Underlying: Common Stock · 1,718.5294 shares Expires not disclosed F1 · derivative.exercise_price: Conversion occurs on a one-for-one basis. F2 · derivative.exercise_date: Payments are made in accordance with elections on file. F3 · derivative.expiration_date: Phantom units accrued under the YUM! Brands, Inc. Director Deferred Compensation Plan do not have expiration dates. Read SEC document |
| February 10, 2025 Filed Feb 11, 2025 18:56 UTC | YUM BRANDS INC YUM · Entity 3067 | GrantPhantom Stock · Derivative | 1,889.9764 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004075 · form4.xml · derivative · entry 1 Doniz Susan · CIK 0001808920 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,889.9764 Underlying: Common Stock · 1,889.9764 shares Expires not disclosed F1 · derivative.exercise_price: Conversion occurs on a one-for-one basis. F2 · derivative.exercise_date: Payments are made in accordance with elections on file. F3 · derivative.expiration_date: Phantom units accrued under the YUM! Brands, Inc. Director Deferred Compensation Plan do not have expiration dates. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:46 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 4,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004216 · doc4.xml · nonDerivative · entry 1 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,267.276 F1 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on March 11, 2027. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 00:49 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 1,321.2 | $204.15 | $269,722.98 |
DisclosureSEC source: 0001225208-24-002783 · doc4.xml · nonDerivative · entry 1 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,724.276 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 16:01 UTC | YUM BRANDS INC YUM · Entity 3067 | GrantPhantom Stock · Derivative | 2,149.3821 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004348 · form4.xml · derivative · entry 1 Doniz Susan · CIK 0001808920 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,149.3821 Underlying: Common Stock · 2,149.3821 shares Expires not disclosed F1 · derivative.exercise_price: Conversion occurs on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units are acrued under the YUM! Brands, Inc. Director Deferred Compensation Plan and will be settled in YUM! stock after directorship ceases. F3 · derivative.expiration_date: Phantom units accrued under the YUM! Brands, Inc. Director Deferred Compensation Plan do not have expiration dates. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 16:02 UTC | YUM BRANDS INC YUM · Entity 3067 | GrantPhantom Stock · Derivative | 347.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022345 · form4.xml · derivative · entry 2 Doniz Susan · CIK 0001808920 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 347.3 Underlying: Common Stock · 347.3 shares Expires not disclosed F1 · derivative.exercise_price: Conversion occurs on a one-for-one basis. F2 · derivative.exercise_date: Payments are made in accordance with elections on file. F4 · derivative.expiration_date: Phantom units accrued under the YUM! Brands, Inc. Director Deferred Compensation Plan do not have expiration dates. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 16:02 UTC | YUM BRANDS INC YUM · Entity 3067 | GrantPhantom Stock · Derivative | 186.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022345 · form4.xml · derivative · entry 1 Doniz Susan · CIK 0001808920 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186.05 Underlying: Common Stock · 186.05 shares Expires not disclosed F1 · derivative.exercise_price: Conversion occurs on a one-for-one basis. F2 · derivative.exercise_date: Payments are made in accordance with elections on file. F3 · derivative.expiration_date: The phantom stock units are acrued under the YUM! Brands, Inc. Director Deferred Compensation Plan and will be settled in YUM! stock after directorship ceases. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 22:06 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 1,422 | $237.64 | $337,924.08 |
DisclosureSEC source: 0001225208-23-007910 · doc4.xml · nonDerivative · entry 1 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,045.476 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| May 04, 2023 Filed May 8, 2023 20:45 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 153 | $197.26 | $30,180.78 |
DisclosureSEC source: 0001225208-23-005587 · doc4.xml · nonDerivative · entry 1 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,467.476 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| February 16, 2023 Filed Feb 22, 2023 01:05 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 7,872.821 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002462 · doc4.xml · nonDerivative · entry 1 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,620.476 F1 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 17, 2026. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:34 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 149 | $153.96 | $22,940.04 |
DisclosureSEC source: 0001225208-22-006619 · doc4.xml · nonDerivative · entry 1 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,747.655 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| February 16, 2022 Filed Feb 19, 2022 02:16 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 15,052 | $0.00 Strike: $260.98 | $0.00 |
DisclosureSEC source: 0001225208-22-002832 · doc4.xml · derivative · entry 2 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,052 Underlying: Common Stock · 15,052 shares Expires 2032-02-16 F2 · derivative.exercise_price: The exercise price is equal to 120% of the average of the high and the low trading prices on the date of the grant (the "Grant Date FMV"). The exercise price will be reduced to 110% of the Grant Date FMV if the issuer's total shareholder return ("TSR") over the three-year vesting period exceeds the median TSR for the peer group of companies listed in the award agreement. F3 · derivative.exercise_date: The option becomes vested and exercisable in full on February 16, 2025, which is the third anniversary of the date of grant. Read SEC document |
| February 16, 2022 Filed Feb 19, 2022 02:16 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 5,747.655 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002832 · doc4.xml · nonDerivative · entry 1 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,896.655 F1 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 17, 2025. Read SEC document |
| May 04, 2021 Filed May 6, 2021 22:38 UTC | BOEING CO BA · Entity 2862 | Disposition to issuerCommon Stock | 495 | $231.15 | $114,419.25 |
DisclosureSEC source: 0001225208-21-007698 · doc4.xml · nonDerivative · entry 1 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,149 F1 · shares: Represents restricted stock units that were settled for a cash payment equal to the fair market value of an equal number of shares of the Company's common stock on the vesting date. Read SEC document |
| February 17, 2021 Filed Feb 20, 2021 01:10 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 12,729 | $0.00 Strike: $258.83 | $0.00 |
DisclosureSEC source: 0001225208-21-003244 · doc4.xml · derivative · entry 2 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,729 Underlying: Common Stock · 12,729 shares Expires 2031-02-17 F2 · derivative.exercise_price: The exercise price is equal to 120% of the average of the high and low trading prices on the date of grant. F3 · derivative.exercise_date: The option becomes vested and and exercisable in full on February 17, 2024, which is the third anniversary of the date of grant. Read SEC document |
| February 17, 2021 Filed Feb 20, 2021 01:10 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 4,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003244 · doc4.xml · nonDerivative · entry 1 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,644 F1 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 19, 2024. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 20:42 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 4,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010219 · doc4.xml · nonDerivative · entry 1 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,240 F1 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on July 31, 2023. Read SEC document |
| May 04, 2020 Filed May 6, 2020 20:53 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007183 · doc4.xml · nonDerivative · entry 1 Doniz Susan · CIK 0001808920 · CIO & SVP, IT & Data Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F1 · shares: Represents restricted stock units of which 495 units will vest on May 4, 2021, 495 units will vest on May 4, 2022, and 510 units will vest on May 4, 2023; units settle in shares of the Company's common stock on a one-for-one basis. 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.