Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACOBS SOLUTIONS INC.JEC · Entity 3307 | SENIOR VICE-PRESIDENT | June 06, 2017 | June 08, 2017 |
| Quanergy Systems, Inc.QNGY · Entity 122456 | CHIEF HUMAN RESOURCES OFFICER | August 23, 2022 | August 25, 2022 |
| Shoals Technologies Group, Inc.SHLS · Entity 4879 | Director | April 30, 2026 | May 01, 2026 |
| WESTERN DIGITAL CORPWDC · Entity 1010 | EVP & Chief Human Res Officer | August 06, 2021 | August 10, 2021 |
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.
JACOBS SOLUTIONS INC.
Report date June 06, 2017 · Filed June 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 19,683 |
Ending reported balance
After 2017-06-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-06-06 · Exercise / conversion · Acquired 1,650 · Balance 20,135 F1: Represents distribution of JEC common stock upon vesting of performance stock units awarded on May 22, 2014 pursuant to the 1999 Stock Incentive Plan. F2: The number of performance units that vested, and therefore, the number of shares of JEC common stock issued upon vesting, represents 55% of the number of performance stock units initially awarded, with such percentage based on the stock price performance of JEC common stock relative to the stock price performance of a defined group of industry peers. Row 2 · 2017-06-06 · Tax withholding · Disposed 452 · Balance 19,683 F3: Represents number of shares of JEC common stock tendered for tax withholding on distribution of JEC common stock upon vesting of performance stock units. |
| PERFORMANCE STOCK UNITSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-06-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-06-06 · Exercise / conversion · Disposed 1,650 · Balance 0 F4: Each performance stock unit award represented a contingent right to receive one share of JEC common stock. F1: Represents distribution of JEC common stock upon vesting of performance stock units awarded on May 22, 2014 pursuant to the 1999 Stock Incentive Plan. F2: The number of performance units that vested, and therefore, the number of shares of JEC common stock issued upon vesting, represents 55% of the number of performance stock units initially awarded, with such percentage based on the stock price performance of JEC common stock relative to the stock price performance of a defined group of industry peers. F5: The performance stock units award vested on June 6, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents distribution of JEC common stock upon vesting of performance stock units awarded on May 22, 2014 pursuant to the 1999 Stock Incentive Plan.
F2: The number of performance units that vested, and therefore, the number of shares of JEC common stock issued upon vesting, represents 55% of the number of performance stock units initially awarded, with such percentage based on the stock price performance of JEC common stock relative to the stock price performance of a defined group of industry peers.
F3: Represents number of shares of JEC common stock tendered for tax withholding on distribution of JEC common stock upon vesting of performance stock units.
F4: Each performance stock unit award represented a contingent right to receive one share of JEC common stock.
F5: The performance stock units award vested on June 6, 2017.
Quanergy Systems, Inc.
Report date August 23, 2022 · Filed August 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 100,000 |
Reported balance
After 2022-08-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-08-23 · Grant · Acquired 100,000 · Balance 100,000 F1: Each restricted stock unit represents a contingent right to receive one (1) share of the Issuer's Common Stock. F2: Subject to the reporting person's continuous service with the Company: (i) one half (1/2) of the total number of restricted stock units subject to this award shall vest on November 15, 2023, the first anniversary of the vesting commencement date and (ii) one half (1/2) of the total number of restricted stock units subject to this award shall vest on November 15, 2024, the second anniversary of the vesting commencement date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one (1) share of the Issuer's Common Stock.
F2: Subject to the reporting person's continuous service with the Company: (i) one half (1/2) of the total number of restricted stock units subject to this award shall vest on November 15, 2023, the first anniversary of the vesting commencement date and (ii) one half (1/2) of the total number of restricted stock units subject to this award shall vest on November 15, 2024, the second anniversary of the vesting commencement date.
Shoals Technologies Group, Inc.
Report date April 30, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 122,452 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 22,671 · Balance 122,452 F1: The reported securities were granted as restricted stock units ("RSUs") that will vest on the date of the 2027 shareholder meeting and will be delivered one month following the insider's separation from service, pursuant to the insider's deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities were granted as restricted stock units ("RSUs") that will vest on the date of the 2027 shareholder meeting and will be delivered one month following the insider's separation from service, pursuant to the insider's deferral election.
WESTERN DIGITAL CORP
Report date August 06, 2021 · Filed August 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,795 |
Reported balance
After 2021-08-06 transaction · row 1
1 source rowRow 1 · 2021-08-06 · Sale · Disposed 3,380 · Balance 62,795 |
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 |
|---|---|---|---|---|---|---|
| November 18, 2016 Filed Nov 22, 2016 17:49 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Tax withholdingCOMMON STOCK | 192 | $58.15 | $11,164.80 |
DisclosureSEC source: 0001209191-16-151606 · doc4.xml · nonDerivative · entry 1 Sundberg Lori S · CIK 0001419781 · SENIOR VICE-PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,060 F1 · shares: Represents shares surrendered to satisfy tax withholding liabilities upon vesting of restricted stock awards. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 17:59 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | GrantCOMMON STOCK | 4,776 | $58.63 | $280,016.88 |
DisclosureSEC source: 0001209191-16-151100 · doc4.xml · nonDerivative · entry 1 Sundberg Lori S · CIK 0001419781 · SENIOR VICE-PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,252 F1 · shares: Represents the receipt of restricted stock units pursuant to the Company's 1999 Stock Incentive Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock. The restricted stock unit vests in four equal annual installments beginning on the grant date. 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.