Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | EVP and Co-President of Retail | April 01, 2023 | April 04, 2023 |
| NIKE, Inc.NKE · Entity 2537 | Director | September 08, 2026 | September 10, 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.
CVS HEALTH Corp
Report date April 01, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 124,383 |
Reported balance
After 2023-04-01 transaction · row 1
1 source rowRow 1 · 2023-04-01 · Tax withholding · Disposed 98,299 · Balance 124,383 F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a performance stock unit award. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $74.31 · Expires 2033-04-01 | Direct | 89,073 |
Reported balance
After 2023-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-04-01 · Grant · Acquired 89,073 · Balance 89,073 F4: Option becomes exercisable in four equal annual installments, commencing 4/1/2024. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $74.30 · Expires 2031-04-01 | Direct | 86,386 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 86,386 F2: Option became exercisable in four equal annual installments, commencing 4/1/2022. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $101.09 · Expires 2032-04-01 | Direct | 57,172 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 57,172 F3: Option became exercisable in four equal annual installments, commencing 4/1/2023. |
| Common Stock (Restricted)SEC Table I · non-derivative | Direct | 55,042 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 55,042 |
Filing footnotes · ownership attribution and instrument terms
F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a performance stock unit award.
F2: Option became exercisable in four equal annual installments, commencing 4/1/2022.
F3: Option became exercisable in four equal annual installments, commencing 4/1/2023.
F4: Option becomes exercisable in four equal annual installments, commencing 4/1/2024.
NIKE, Inc.
Report date September 08, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 37,861 |
Reported balance
After 2026-09-08 transaction · row 1
1 source rowRow 1 · 2026-09-08 · Grant · Acquired 5,047 · Balance 37,861 F1: Restricted shares granted on 09/08/2026 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the last day of the 12th full calendar month following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares granted on 09/08/2026 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the last day of the 12th full calendar month following the date of grant.
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 08, 2026 Filed Sep 10, 2026 21:18 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 5,047 | $0.00 | $0.00 |
DisclosureSEC source: 0000320187-26-000145 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,861 F1 · kind: Restricted shares granted on 09/08/2026 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the last day of the 12th full calendar month following the date of grant. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:44 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 2,619 | $0.00 | $0.00 |
DisclosureSEC source: 0000320187-25-000066 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,814 F1 · kind: Restricted shares granted on 09/09/2025 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the last day of the 12th full calendar month following the date of grant. Read SEC document |
| September 10, 2024 Filed Sep 11, 2024 20:23 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 2,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-023780 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,195 F1 · shares: Restricted shares granted on 09/10/2024 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the last day of the 12th full calendar month following the date of grant. Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 20:23 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 1,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024170 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,758 F1 · shares: Restricted shares granted on 09/12/2023 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the last day of the 12th full calendar month following the date of grant. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 89,073 | $74.31 Strike: $74.31 | $6,619,014.63 |
DisclosureSEC source: 0001127602-23-012251 · form4.xml · derivative · entry 5 PELUSO MICHELLE A · CIK 0001271739 · EVP and Co-President of Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,073 Underlying: Common Stock · 89,073 shares Expires 2033-04-01 F4 · security: Option becomes exercisable in four equal annual installments, commencing 4/1/2024. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 98,299 | $74.31 | $7,304,598.69 |
DisclosureSEC source: 0001127602-23-012251 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · EVP and Co-President of Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,383 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a performance stock unit award. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 22:14 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 12,304 | $85.77 | $1,055,314.08 |
DisclosureSEC source: 0001127602-23-007958 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · EVP and Co-President of Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,682 F1 · kind: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock award. Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 21:32 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 192,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003336 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · EVP and Co-President of Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,465 F1 · shares: Represents shares earned by the reporting person pursuant to certain performance stock units (the "PSUs"), which were granted to the reporting person under the Issuer's 2017 Incentive Compensation Plan on February 26, 2021. The PSUs were earned based on the attainment of certain performance metrics, which performance metrics were certified by the Management and Planning Committee of the Board of Directors of the Issuer on February 2, 2023. Read SEC document |
| September 09, 2022 Filed Sep 13, 2022 20:20 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 1,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022380 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,777 F1 · shares: Restricted shares granted on 09/09/2022 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the last day of the 12th full calendar month following the date of grant. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 23:41 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 57,172 | $101.09 Strike: $101.09 | $5,779,517.48 |
DisclosureSEC source: 0001127602-22-011643 · form4.xml · derivative · entry 3 PELUSO MICHELLE A · CIK 0001271739 · EVP and Co-President of Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,172 Underlying: Common Stock · 57,172 shares Expires 2032-04-01 F2 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2023. Read SEC document |
| February 26, 2022 Filed Mar 1, 2022 22:58 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 12,609 | $104.30 | $1,315,118.70 |
DisclosureSEC source: 0001127602-22-007423 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · EVP and Co-President of Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,911 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock award. Read SEC document |
| October 06, 2021 Filed Oct 8, 2021 20:24 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026863 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,973 F1 · shares: Restricted shares granted on 10/06/2021 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the last day of the 12th full calendar month following the date of grant. Read SEC document |
| September 17, 2020 Filed Sep 18, 2020 21:20 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 1,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-025467 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,767 F1 · shares: Restricted shares granted on 09/17/2020 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the first anniversary of the date of grant. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 20:19 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 1,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028936 · form4.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,143 F1 · shares: Restricted shares granted on 09/19/2019 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the first anniversary of the date of grant; and upon any termination of service, any shares as to which the restrictions have not expired shall be forfeited to NIKE for cancellation and become authorized but unissued shares. F2 · balance_after: Reflects a decrease of two shares to correct a rounding difference. Read SEC document |
| September 20, 2018 Filed Sep 24, 2018 20:57 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 2,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000320187-18-000199 · edgardoc.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,149 F1 · shares: Restricted shares granted on 09/20/2018 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the first anniversary of the date of grant; and upon any termination of service, any shares as to which the restrictions have not expired shall be forfeited to NIKE for cancellation and become authorized but unissued shares. Read SEC document |
| September 21, 2017 Filed Sep 25, 2017 23:07 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 3,103 | $0.00 | $0.00 |
DisclosureSEC source: 0000320187-17-000173 · edgardoc.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,099 F1 · shares: Restricted shares granted on 09/21/2017 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the first anniversary of the date of grant; and upon any termination of service, any shares as to which the restrictions have not expired shall be forfeited to NIKE for cancellation and become authorized but unissued shares. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 22:43 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 2,978 | $0.00 | $0.00 |
DisclosureSEC source: 0000320187-16-000361 · edgardoc.xml · nonDerivative · entry 1 PELUSO MICHELLE A · CIK 0001271739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,996 F1 · shares: Restricted shares granted on 09/22/2016 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the first anniversary of the date of grant; and upon any termination of service, any shares as to which the restrictions have not expired shall be forfeited to NIKE for cancellation and become authorized but unissued shares. 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.