Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Walt Disney CoDIS · Entity 1887 | Interim Chief Finan Officer | July 17, 2023 | July 19, 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.
Walt Disney Co
Report date July 17, 2023 · Filed July 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $86.90 · Expires 2033-07-17 | Direct | 9,670 |
Reported balance
After 2023-07-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-07-17 · Grant · Acquired 9,670 · Balance 9,670 F1: Option was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The option is scheduled to vest as to 1,611 shares on each January 17 of 2024 and 2026; as to 1,611 shares on each July 17 of 2024 and 2025; as to 1,613 shares on January 17, 2025; and as to 1,613 shares on July 17, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 7,960 |
Reported balance
After 2023-07-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-07-17 · Grant · Acquired 7,960 · Balance 7,960 F2: Restricted stock units convert into common stock at 1-for-1. F3: This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest as to 1,326 stock units on January 17, 2024; as to 1,327 stock units on each July 17 of 2024 and 2026; as to 1,327 stock units on each January 17 of 2025 and 2026; and as to 1,326 stock units on July 17, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Option was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The option is scheduled to vest as to 1,611 shares on each January 17 of 2024 and 2026; as to 1,611 shares on each July 17 of 2024 and 2025; as to 1,613 shares on January 17, 2025; and as to 1,613 shares on July 17, 2026.
F2: Restricted stock units convert into common stock at 1-for-1.
F3: This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest as to 1,326 stock units on January 17, 2024; as to 1,327 stock units on each July 17 of 2024 and 2026; as to 1,327 stock units on each January 17 of 2025 and 2026; and as to 1,326 stock units on July 17, 2025.
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 |
|---|---|---|---|---|---|---|
| July 17, 2023 Filed Jul 19, 2023 19:22 UTC | Walt Disney Co DIS · Entity 1887 | GrantRestricted Stock Unit · Derivative | 7,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-23-000160 · wk-form4_1689808926.xml · derivative · entry 2 Lansberry Kevin A · CIK 0001984131 · Interim Chief Finan Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,960 Underlying: Disney Common Stock · 7,960 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock at 1-for-1. F3 · derivative.exercise_date: This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest as to 1,326 stock units on January 17, 2024; as to 1,327 stock units on each July 17 of 2024 and 2026; as to 1,327 stock units on each January 17 of 2025 and 2026; and as to 1,326 stock units on July 17, 2025. F3 · derivative.expiration_date: This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest as to 1,326 stock units on January 17, 2024; as to 1,327 stock units on each July 17 of 2024 and 2026; as to 1,327 stock units on each January 17 of 2025 and 2026; and as to 1,326 stock units on July 17, 2025. Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 19:22 UTC | Walt Disney Co DIS · Entity 1887 | GrantStock Option (Right-to-Buy) · Derivative | 9,670 | $0.00 Strike: $86.90 | $0.00 |
DisclosureSEC source: 0001744489-23-000160 · wk-form4_1689808926.xml · derivative · entry 1 Lansberry Kevin A · CIK 0001984131 · Interim Chief Finan Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,670 Underlying: Disney Common Stock · 9,670 shares Expires 2033-07-17 F1 · derivative.exercise_date: Option was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The option is scheduled to vest as to 1,611 shares on each January 17 of 2024 and 2026; as to 1,611 shares on each July 17 of 2024 and 2025; as to 1,613 shares on January 17, 2025; and as to 1,613 shares on July 17, 2026. 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.