Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MASIMO CORPMASI · Entity 39014 | Director | April 29, 2025 | May 01, 2025 |
| Walt Disney CoDIS · Entity 1887 | Director · Chief Executive Officer | February 28, 2022 | March 02, 2022 |
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.
MASIMO CORP
Report date April 29, 2025 · Filed May 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,455 |
Reported balance
After 2025-04-29 transaction · row 1
1 source rowRow 1 · 2025-04-29 · Exercise / conversion · Acquired 1,790 · Balance 3,455 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2034-09-19 | Direct | 0 |
Reported balance
After 2025-04-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-29 · Exercise / conversion · Disposed 1,790 · Balance 0 F1: Each restricted stock unit (RSU) represents the contingent right to receive one share of common stock of the Issuer upon vesting of the RSU. F2: These RSUs were granted on September 19, 2024 and vested in full on the date of the next annual meeting of stockholders following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit (RSU) represents the contingent right to receive one share of common stock of the Issuer upon vesting of the RSU.
F2: These RSUs were granted on September 19, 2024 and vested in full on the date of the next annual meeting of stockholders following the date of grant.
Walt Disney Co
Report date February 28, 2022 · Filed March 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 12,952 |
Ending reported balance
After 2022-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-28 · Exercise / conversion · Acquired 2,232 · Balance 13,672 F1: Vesting of shares connected with grant under The Walt Disney Company's 2011 Stock Incentive Plan. The remaining 4,463 restricted stock units vest as to 2,232 restricted stock units on February 28, 2023, and as to 2,231 restricted stock units on February 28, 2024. F2: Restricted stock units convert into common stock at 1-for-1. Row 2 · 2022-02-28 · Tax withholding · Disposed 720 · Balance 12,952 F3: The 720 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,463 |
Reported balance
After 2022-02-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-02-28 · Exercise / conversion · Disposed 2,232 · Balance 4,463 F2: Restricted stock units convert into common stock at 1-for-1. F1: Vesting of shares connected with grant under The Walt Disney Company's 2011 Stock Incentive Plan. The remaining 4,463 restricted stock units vest as to 2,232 restricted stock units on February 28, 2023, and as to 2,231 restricted stock units on February 28, 2024. |
| Disney Common StockSEC Table I · non-derivative | IndirectBy Trust | 91 |
Reported balance
Holding disclosure · report date 2022-02-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 91 |
| Disney Common StockSEC Table I · non-derivative | IndirectBy Adult Child | 123 |
Reported balance
Holding disclosure · report date 2022-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 123 |
| Disney Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 3,597.282 |
Reported balance
Holding disclosure · report date 2022-02-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,597.282 F4: Shares held in The Walt Disney Stock Fund as of February 28, 2022. The Fund is one investment option in the 401(k) Plan and contains Company matching contributions. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of shares connected with grant under The Walt Disney Company's 2011 Stock Incentive Plan. The remaining 4,463 restricted stock units vest as to 2,232 restricted stock units on February 28, 2023, and as to 2,231 restricted stock units on February 28, 2024.
F2: Restricted stock units convert into common stock at 1-for-1.
F3: The 720 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction.
F4: Shares held in The Walt Disney Stock Fund as of February 28, 2022. The Fund is one investment option in the 401(k) Plan and contains Company matching contributions.
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 |
|---|---|---|---|---|---|---|
| December 21, 2020 Filed Dec 22, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | Tax withholdingDisney Common Stock | 1,088 | $170.07 | $185,030.72 |
DisclosureSEC source: 0001744489-20-000249 · wf-form4_160868546944761.xml · nonDerivative · entry 8 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,060 F6 · shares: The 1,088 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionDisney Common Stock | 2,302 | $170.07 | $391,489.63 |
DisclosureSEC source: 0001744489-20-000249 · wf-form4_160868546944761.xml · nonDerivative · entry 7 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,148 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Vesting of shares connected with grant under The Walt Disney Company's 2002 Executive Performance Plan and 2011 Stock Incentive Plan. Includes dividend equivalents credited with respect to the award, pursuant to the terms thereof. Read SEC document |
| December 19, 2020 Filed Dec 22, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionRestricted Stock Unit · Derivative | 5,050.7978 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-20-000249 · wf-form4_160868546944761.xml · derivative · entry 13 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Disney Common Stock · 5,050.7978 shares Expires 2020-12-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: Converts at 1-for-1. F4 · derivative.exercise_date: Vesting of shares connected with grant under The Walt Disney Company's 2002 Executive Performance Plan and 2011 Stock Incentive Plan, previously reported on a Form 4 dated December 3, 2020. Includes dividend equivalents credited with respect to the award, pursuant to the terms thereof. Read SEC document |
| December 19, 2020 Filed Dec 22, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionRestricted Stock Unit · Derivative | 3,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-20-000249 · wf-form4_160868546944761.xml · derivative · entry 12 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Disney Common Stock · 3,552 shares Expires 2020-12-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: Converts at 1-for-1. F1 · derivative.exercise_date: Vesting of shares connected with grant under The Walt Disney Company's 2002 Executive Performance Plan and 2011 Stock Incentive Plan. Includes dividend equivalents credited with respect to the award, pursuant to the terms thereof. Read SEC document |
| December 19, 2020 Filed Dec 22, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionRestricted Stock Unit · Derivative | 2,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-20-000249 · wf-form4_160868546944761.xml · derivative · entry 11 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Disney Common Stock · 2,124 shares Expires 2020-12-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: Converts at 1-for-1. F1 · derivative.exercise_date: Vesting of shares connected with grant under The Walt Disney Company's 2002 Executive Performance Plan and 2011 Stock Incentive Plan. Includes dividend equivalents credited with respect to the award, pursuant to the terms thereof. Read SEC document |
| December 19, 2020 Filed Dec 22, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | Tax withholdingDisney Common Stock | 2,505.7978 | $174.06 | $436,162.92 |
DisclosureSEC source: 0001744489-20-000249 · wf-form4_160868546944761.xml · nonDerivative · entry 6 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,846 F5 · shares: The 2,505.7978 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction. The total also reflects a deduction for cash paid in lieu of fractional shares upon conversion of previously-granted units to shares. Read SEC document |
| December 19, 2020 Filed Dec 22, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionDisney Common Stock | 5,050.7978 | $174.06 | $879,149.44 |
DisclosureSEC source: 0001744489-20-000249 · wf-form4_160868546944761.xml · nonDerivative · entry 5 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,351.7978 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Vesting of shares connected with grant under The Walt Disney Company's 2002 Executive Performance Plan and 2011 Stock Incentive Plan, previously reported on a Form 4 dated December 3, 2020. Includes dividend equivalents credited with respect to the award, pursuant to the terms thereof. Read SEC document |
| December 19, 2020 Filed Dec 22, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | Tax withholdingDisney Common Stock | 1,589 | $174.06 | $276,583.72 |
DisclosureSEC source: 0001744489-20-000249 · wf-form4_160868546944761.xml · nonDerivative · entry 4 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,301 F3 · shares: The 1,589 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction. Read SEC document |
| December 19, 2020 Filed Dec 22, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionDisney Common Stock | 3,552 | $174.06 | $618,266.45 |
DisclosureSEC source: 0001744489-20-000249 · wf-form4_160868546944761.xml · nonDerivative · entry 3 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,890 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Vesting of shares connected with grant under The Walt Disney Company's 2002 Executive Performance Plan and 2011 Stock Incentive Plan. Includes dividend equivalents credited with respect to the award, pursuant to the terms thereof. Read SEC document |
| December 19, 2020 Filed Dec 22, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | Tax withholdingDisney Common Stock | 685 | $174.06 | $119,232.13 |
DisclosureSEC source: 0001744489-20-000249 · wf-form4_160868546944761.xml · nonDerivative · entry 2 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,338 F2 · shares: The 685 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction. Read SEC document |
| December 19, 2020 Filed Dec 22, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionDisney Common Stock | 2,124 | $174.06 | $369,706.63 |
DisclosureSEC source: 0001744489-20-000249 · wf-form4_160868546944761.xml · nonDerivative · entry 1 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,023 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Vesting of shares connected with grant under The Walt Disney Company's 2002 Executive Performance Plan and 2011 Stock Incentive Plan. Includes dividend equivalents credited with respect to the award, pursuant to the terms thereof. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:42 UTC | Walt Disney Co DIS · Entity 1887 | GrantRestricted Stock Unit · Derivative | 21,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-20-000233 · wf-form4_160834573898044.xml · derivative · entry 7 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,627 Underlying: Disney Common Stock · 21,627 shares Expires 2024-12-17 F4 · derivative.exercise_price: Converts at 1-for-1. F6 · derivative.exercise_date: This restricted stock unit award was granted under the Company's 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest in four equal installments on each December 17 of 2021 through 2024. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:42 UTC | Walt Disney Co DIS · Entity 1887 | GrantStock Option (Right-to-Buy) · Derivative | 67,341 | $0.00 Strike: $173.40 | $0.00 |
DisclosureSEC source: 0001744489-20-000233 · wf-form4_160834573898044.xml · derivative · entry 6 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,341 Underlying: Disney Common Stock · 67,341 shares Expires 2030-12-17 F5 · derivative.exercise_date: Options were granted under the Company's 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The options vest in four equal installments on each December 17 of 2021 through 2024. In connection with this stock option award, the reporting person also was awarded restricted stock units whose vesting is subject to performance vesting criteria. The number of stock units vesting depends on the extent to which the performance criteria are satisfied, and ranges from zero to 56,320.50. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:42 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionRestricted Stock Unit · Derivative | 2,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-20-000233 · wf-form4_160834573898044.xml · derivative · entry 5 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Disney Common Stock · 2,903 shares Expires 2020-12-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Converts at 1-for-1. F1 · derivative.exercise_date: Vesting of shares connected with grant under The Walt Disney Company's 2002 Executive Performance Plan and 2011 Stock Incentive Plan. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:42 UTC | Walt Disney Co DIS · Entity 1887 | Tax withholdingDisney Common Stock | 1,004 | $173.40 | $174,093.60 |
DisclosureSEC source: 0001744489-20-000233 · wf-form4_160834573898044.xml · nonDerivative · entry 2 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,899 F2 · shares: The 1,004 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:42 UTC | Walt Disney Co DIS · Entity 1887 | Exercise / conversionDisney Common Stock | 2,903 | $173.40 | $503,380.20 |
DisclosureSEC source: 0001744489-20-000233 · wf-form4_160834573898044.xml · nonDerivative · entry 1 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,903 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Vesting of shares connected with grant under The Walt Disney Company's 2002 Executive Performance Plan and 2011 Stock Incentive Plan. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 20:04 UTC | Walt Disney Co DIS · Entity 1887 | GrantRestricted Stock Unit · Derivative | 5,050.7978 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-20-000221 · wf-form4_160704384400647.xml · derivative · entry 1 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,050.7978 Underlying: Disney Common Stock · 5,050.7978 shares Expires 2020-12-19 F1 · derivative.exercise_price: Converts at 1-for-1. F2 · date: Restricted stock units were awarded during the Company's 2018 fiscal year and were subject to performance conditions, which were satisfied as to 5,050.7978 shares (including an adjustment to reflect the extent to which applicable performance criteria were met and accumulated dividend equivalents) on December 1, 2020. F3 · derivative.exercise_date: The stock unit award vests on the Expiration Date. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 20:02 UTC | Walt Disney Co DIS · Entity 1887 | SaleDisney Common Stock | 9,537 | $140.00 | $1,335,180.00 |
DisclosureSEC source: 0001744489-20-000183 · wf-form4_160505652635703.xml · nonDerivative · entry 1 Chapek Robert A · CIK 0001805003 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:01 UTC | Walt Disney Co DIS · Entity 1887 | GrantRestricted Stock Unit · Derivative | 9,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-20-000062 · wf-form4_158328007203467.xml · derivative · entry 2 Chapek Robert A · CIK 0001805003 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,343 Underlying: Disney Common Stock · 9,343 shares Expires 2024-02-28 F2 · derivative.exercise_price: Converts at 1-for-1. F3 · derivative.exercise_date: This restricted stock unit award was granted under the Company's 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest in four equal installments on each February 28 of 2021 through 2024. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:01 UTC | Walt Disney Co DIS · Entity 1887 | GrantStock Option (Right-to-Buy) · Derivative | 38,964 | $0.00 Strike: $115.76 | $0.00 |
DisclosureSEC source: 0001744489-20-000062 · wf-form4_158328007203467.xml · derivative · entry 1 Chapek Robert A · CIK 0001805003 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,964 Underlying: Disney Common Stock · 38,964 shares Expires 2030-02-28 F1 · derivative.exercise_date: Options were granted under the Company's 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The options vest in four equal installments on each February 28 of 2021 through 2024. In connection with this stock option award, the reporting person also was awarded 28,596 restricted stock units whose vesting is subject to performance vesting criteria. The number of stock units vesting depends on the extent to which the performance criteria are satisfied, and ranges from zero to 42,894, plus dividends that may accrue in the future. 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.