Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Director | March 31, 2023 | April 04, 2023 |
| NEW YORK TIMES CONYT · Entity 3490 | Director | July 23, 2026 | July 27, 2026 |
| NIKE, Inc.NKE · Entity 2537 | Director | April 09, 2026 | April 10, 2026 |
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | Director | June 10, 2026 | June 11, 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.
MCDONALDS CORP
Report date March 31, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 63,847.7 |
Reported balance
After 2023-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-31 · Grant · Acquired 102.82 · Balance 63,847.7 F2: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F3: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F5: Includes shares acquired through dividend reinvestment. |
| Common StockSEC Table I · non-derivative | Direct | 88,500 |
Reported balance
Holding disclosure · report date 2023-03-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 88,500 |
| Common StockSEC Table I · non-derivative | IndirectBy daughter | 100 |
Reported balance
Holding disclosure · report date 2023-03-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100 F1: Beneficial ownership disclaimed. |
Filing footnotes · ownership attribution and instrument terms
F1: Beneficial ownership disclaimed.
F2: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan").
F3: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation.
F4: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board.
F5: Includes shares acquired through dividend reinvestment.
NEW YORK TIMES CO
Report date July 23, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 54,598 |
Reported balance
After 2026-07-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-23 · Grant · Acquired 106 · Balance 54,598 F1: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2020 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2020 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant.
NIKE, Inc.
Report date April 09, 2026 · Filed April 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 41,022 |
Reported balance
After 2026-04-09 transaction · row 1
1 source rowRow 1 · 2026-04-09 · Purchase · Acquired 4,000 · Balance 41,022 F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the fourteenth day of the third month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the fourteenth day of the third month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans.
RYAN SPECIALTY HOLDINGS, INC.
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 117,933 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Purchase · Acquired 7,500 · Balance 117,933 F1: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $35.15 to $35.165, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price in the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $35.15 to $35.165, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price in the range set forth in this footnote.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EXELON CORP
Report date June 30, 2019 · Filed July 01, 2019
Section 16 reporting ended · disclosed 2019-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Deferred Stock Units)SEC Table I · non-derivative | IndirectBy Exelon Directors' Deferred Stock Unit Plan | 58,447 |
Reported balance
After 2019-06-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-06-30 · Grant · Acquired 258 · Balance 58,447 F1: Balance includes 422 shares acquired on June 10, 2019 through automatic dividend reinvestment. |
| Common StockSEC Table I · non-derivative | Direct | 19,733 |
Reported balance
Holding disclosure · report date 2019-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,733 F2: Balance reflects the distribution of 5,359 deferred stock units from the legacy Unicom Directors Fee Plan which converted to shares of common stock on a 1 for 1 basis, including 39 additional stock units acquired on June 10, 2019 through automatic dividend reinvestment through the Plan. |
| Deferred Compensation - Phantom Share EquivalentsSEC Table II · derivative / convertible security | Direct | 15,859 |
Reported balance
Holding disclosure · report date 2019-06-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 15,859 F3: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance reflects 115 share equivalents accrued on May 14, 2019 through automatic dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes 422 shares acquired on June 10, 2019 through automatic dividend reinvestment.
F2: Balance reflects the distribution of 5,359 deferred stock units from the legacy Unicom Directors Fee Plan which converted to shares of common stock on a 1 for 1 basis, including 39 additional stock units acquired on June 10, 2019 through automatic dividend reinvestment through the Plan.
F3: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance reflects 115 share equivalents accrued on May 14, 2019 through automatic 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 |
|---|---|---|---|---|---|---|
| January 31, 2005 Filed Feb 1, 2005 22:03 UTC | MCDONALDS CORP MCD · Entity 2849 | PurchaseCommon Stock | 10,000 | $32.41 | $324,100.00 |
DisclosureSEC source: 0001140361-05-000829 · doc1.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 21:15 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,482 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-000144 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,482 Underlying: Common Stock · 1,482 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 10, 2004 Filed Dec 13, 2004 21:27 UTC | MCDONALDS CORP MCD · Entity 2849 | PurchaseCommon Stock | 7,500 | $31.78 | $238,350.00 |
DisclosureSEC source: 0001140361-04-006911 · doc1.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| December 01, 2004 Filed Dec 3, 2004 19:10 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 68 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-006779 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68 Underlying: Common Stock · 68 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| September 30, 2004 Filed Oct 4, 2004 14:49 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 731 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-005601 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 731 Underlying: Common Stock · 731 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 19:07 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 635 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-003931 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635 Underlying: Common Stock · 635 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| May 20, 2004 Filed May 24, 2004 20:13 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 5,000 | $25.31 Strike: $25.31 | $126,550.00 |
DisclosureSEC source: 0001140361-04-003242 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2014-05-20 F1 · derivative.exercise_date: Options become exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| March 31, 2004 Filed Apr 1, 2004 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 648 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-002193 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648 Underlying: Common Stock · 648 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| February 25, 2004 Filed Feb 26, 2004 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | PurchaseCommon Stock | 5,000 | $27.95 | $139,750.00 |
DisclosureSEC source: 0001140361-04-001562 · doc1.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Read SEC document |
| December 31, 2003 Filed Jan 2, 2004 18:03 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 906 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-000023 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 906 Underlying: Common Stock · 906 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 01, 2003 Filed Dec 2, 2003 20:52 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 14 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-004609 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14 Underlying: Common Stock · 14 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| October 24, 2003 Filed Oct 27, 2003 21:08 UTC | MCDONALDS CORP MCD · Entity 2849 | PurchaseCommon Stock | 2,500 | $23.90 | $59,750.00 |
DisclosureSEC source: 0001140361-03-003953 · doc1.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 15:40 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-003572 · doc1.xml · derivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 669 Underlying: Common Stock · 669 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| June 30, 2003 Filed Jul 1, 2003 16:52 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 265 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-03-002250 · doc1.xml · derivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265 Underlying: Common Stock · 265 shares Expires 1988-08-08 F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors’ Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors’ Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors’ Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. 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.