Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Director | May 03, 2022 | May 05, 2022 |
| Medtronic plcMDT · Entity 2888 | Director | May 03, 2021 | May 04, 2021 |
| ROYAL CARIBBEAN CRUISES LTDRCL · Entity 2975 | Director | May 28, 2026 | May 29, 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.
AMERICAN EXPRESS CO
Report date May 03, 2022 · Filed May 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 24,874.3408 |
Reported balance
After 2022-05-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-03 · Grant · Acquired 1,218.1617 · Balance 24,874.3408 F1: Each Share Equivalent Unit reflects the value of one common share. F2: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Share Equivalent Unit reflects the value of one common share.
F2: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.
F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.
F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.
Medtronic plc
Report date May 03, 2021 · Filed May 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 21,779 |
Reported balance
After 2021-05-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-03 · Grant · Acquired 1,334 · Balance 21,779 F1: This restricted stock unit award will vest on the one year anniversary of the grant date. F2: This balance increased by 202 shares due to exempt transactions such as dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock unit award will vest on the one year anniversary of the grant date.
F2: This balance increased by 202 shares due to exempt transactions such as dividend reinvestment.
ROYAL CARIBBEAN CRUISES LTD
Report date May 28, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,933 |
Ending reported balance
After 2026-05-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-28 · Tax withholding · Disposed 78 · Balance 8,102 F1: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 05/28/2026. Row 2 · 2026-05-28 · Grant · Acquired 831 · Balance 8,933 F2: Represents shares of common stock underlying restricted stock units ("RSUs") granted pursuant to the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan, as amended. The shares underlying the RSUs vest the earlier of (i) May 28, 2027, or (ii) date of the Issuer's 2027 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 05/28/2026.
F2: Represents shares of common stock underlying restricted stock units ("RSUs") granted pursuant to the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan, as amended. The shares underlying the RSUs vest the earlier of (i) May 28, 2027, or (ii) date of the Issuer's 2027 Annual Meeting of Shareholders.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEALTHEQUITY, INC.
Report date August 01, 2017 · Filed August 02, 2017
Section 16 reporting ended · disclosed 2017-08-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,862 |
Ending reported balance
After 2017-08-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-08-01 · Exercise / conversion · Acquired 15,000 · Balance 45,862 Row 2 · 2017-08-01 · Exercise / conversion · Acquired 15,000 · Balance 60,862 Row 3 · 2017-08-01 · Exercise / conversion · Acquired 15,000 · Balance 75,862 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.27 · Expires 2026-02-01 | Direct | 0 |
Reported balance
After 2017-08-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-08-01 · Exercise / conversion · Disposed 1 · Balance 0 F2: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.39 · Expires 2025-03-26 | Direct | 0 |
Reported balance
After 2017-08-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-08-01 · Exercise / conversion · Disposed 1 · Balance 0 F2: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.00 · Expires 2024-07-30 | Direct | 0 |
Reported balance
After 2017-08-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-08-01 · Exercise / conversion · Disposed 1 · Balance 0 F2: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.40 · Expires 2027-02-01 | Direct | 4,837 |
Reported balance
Holding disclosure · report date 2017-08-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,837 F2: The option is immediately exercisable. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 13,767 |
Reported balance
Holding disclosure · report date 2017-08-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 13,767 F1: Shares held directly by Third Chapter, Inc. ("Third Chapter"), an entity controlled by the reporting person. The reporting person disclaims beneficial ownership of the shares held by Third Chapter except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Third Chapter for any other purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held directly by Third Chapter, Inc. ("Third Chapter"), an entity controlled by the reporting person. The reporting person disclaims beneficial ownership of the shares held by Third Chapter except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Third Chapter for any other purposes.
F2: The option is immediately exercisable.
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 30, 2015 Filed Oct 2, 2015 16:35 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 399.202 | $74.13 | $29,592.84 |
DisclosureSEC source: 0001127602-15-028215 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,895.048 Underlying: Common Stock · 399.202 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 30, 2015 Filed Jul 2, 2015 18:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 375.047 | $79.99 | $30,000.01 |
DisclosureSEC source: 0001127602-15-022168 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,494.508 Underlying: Common Stock · 375.047 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| May 11, 2015 Filed May 13, 2015 20:13 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 2,119.461 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-15-017116 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,119.461 Underlying: Common Stock · 2,119.461 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F2 · price: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. 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.