Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLSTATE CORPALL · Entity 2989 | EVP, CLO, GC & Secretary | February 17, 2022 | February 22, 2022 |
| Constellation Energy CorpCEG · Entity 2918 | Director | March 31, 2022 | April 04, 2022 |
| UNION PACIFIC CORPUNP · Entity 2854 | EVP CLO & CORP SEC | August 13, 2020 | August 14, 2020 |
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.
ALLSTATE CORP
Report date February 17, 2022 · Filed February 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $122.64 · Expires 2032-02-17 | Direct | 35,748 |
Reported balance
After 2022-02-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-02-17 · Grant · Acquired 35,748 · Balance 35,748 F1: Option exercisable in three increments, with one third vesting on February 17, 2023, February 17, 2024, and February 17, 2025, with any fractional shares to be rounded as provided for in award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Option exercisable in three increments, with one third vesting on February 17, 2023, February 17, 2024, and February 17, 2025, with any fractional shares to be rounded as provided for in award agreement.
Constellation Energy Corp
Report date March 31, 2022 · Filed April 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Deferred Stock Units)SEC Table I · non-derivative | Direct | 495 |
Reported balance
After 2022-03-31 transaction · row 1
1 source rowRow 1 · 2022-03-31 · Grant · Acquired 495 · Balance 495 |
UNION PACIFIC CORP
Report date August 13, 2020 · Filed August 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,938 |
Ending reported balance
After 2020-08-13 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2020-08-13 · Exercise / conversion · Acquired 436 · Balance 49,280 Row 2 · 2020-08-13 · Tax withholding · Disposed 284 · Balance 48,996 Row 3 · 2020-08-13 · Tax withholding · Disposed 66 · Balance 48,930 Row 4 · 2020-08-13 · Exercise / conversion · Acquired 86 · Balance 49,016 Row 5 · 2020-08-13 · Tax withholding · Disposed 73 · Balance 48,943 Row 6 · 2020-08-13 · Tax withholding · Disposed 5 · Balance 48,938 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $124.86 · Expires 2028-02-08 | Direct | 9,218 |
Reported balance
After 2020-08-13 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-08-13 · Exercise / conversion · Disposed 436 · Balance 9,218 F1: This option becomes exercisable in three equal installments starting one year from the grant date. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $161.57 · Expires 2029-02-07 | Direct | 13,172 |
Reported balance
After 2020-08-13 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2020-08-13 · Exercise / conversion · Disposed 86 · Balance 13,172 F1: This option becomes exercisable in three equal installments starting one year from the grant date. |
| Common StockSEC Table I · non-derivative | IndirectBy Deferral Account | 4,580 |
Reported balance
Holding disclosure · report date 2020-08-13 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 4,580 |
Filing footnotes · ownership attribution and instrument terms
F1: This option becomes exercisable in three equal installments starting one year from the grant date.
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 |
|---|---|---|---|---|---|---|
| February 08, 2018 Filed Feb 12, 2018 15:38 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 1,202 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-18-000052 · edgardoc.xml · nonDerivative · entry 1 Ferguson Rhonda S · CIK 0001677193 · EVP & CHIEF LEGAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,038 F1 · security: Retention unit award with a distribution ratio of 1:1. This award is payable only in shares of common stock with a four year vesting period from grant date. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 15:15 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 21,990 | $0.00 Strike: $107.30 | $0.00 |
DisclosureSEC source: 0000100885-17-000040 · edgardoc.xml · derivative · entry 3 Ferguson Rhonda S · CIK 0001677193 · EVP & CHIEF LEGAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,990 Underlying: Common Stock · 21,990 shares Expires 2027-02-02 F3 · security: This option becomes exercisable in three equal installments starting one year from the grant date. F3 · derivative.exercise_date: This option becomes exercisable in three equal installments starting one year from the grant date. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 15:15 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 9,324 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-17-000040 · edgardoc.xml · nonDerivative · entry 2 Ferguson Rhonda S · CIK 0001677193 · EVP & CHIEF LEGAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,836 F2 · security: Performance retention unit award with a distribution ratio of 1:1. This award is payable only in shares of common stock with a three year vesting period from the grant date. The amount of shares in column 4 is the maximum number of shares that the reporting person is eligible to receive. The actual number of shares paid out at vesting, if any, depends on applicable performance criteria being met. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 15:15 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 932 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-17-000040 · edgardoc.xml · nonDerivative · entry 1 Ferguson Rhonda S · CIK 0001677193 · EVP & CHIEF LEGAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,512 F1 · security: Retention unit award with a distribution ratio of 1:1. This award is payable only in shares of common stock with a four year vesting period from grant date. Read SEC document |
| July 01, 2016 Filed Jul 5, 2016 15:02 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 4,580 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-16-000371 · edgardoc.xml · nonDerivative · entry 1 Ferguson Rhonda S · CIK 0001677193 · EVP & CHIEF LEGAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,580 F1 · security: Retention unit award with a distribution ratio of 1:1. This award is payable only in shares of common stock with a four year vesting period from 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.