Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FEDEX CORPFDX · Entity 2962 | Director | September 27, 2021 | September 28, 2021 |
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | March 31, 2020 | April 01, 2020 |
| Kyndryl Holdings, Inc.KD · Entity 2161 | Director | July 30, 2026 | August 03, 2026 |
| Medtronic plcMDT · Entity 2888 | Director | April 30, 2018 | May 02, 2018 |
| PUBLIC SERVICE ENTERPRISE GROUP INCPEG · Entity 203 | Director | March 24, 2022 | March 28, 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.
FEDEX CORP
Report date September 27, 2021 · Filed September 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $227.47 · Expires 2031-09-27 | Direct | 2,850 |
Reported balance
After 2021-09-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-09-27 · Grant · Acquired 2,850 · Balance 2,850 F1: These options first exercisable one year from date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: These options first exercisable one year from date of grant.
INTERNATIONAL BUSINESS MACHINES CORP
Report date March 31, 2020 · Filed April 01, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 33,417 |
Reported balance
After 2020-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-31 · Grant · Acquired 778 · Balance 33,417 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
Kyndryl Holdings, Inc.
Report date July 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,656 |
Reported balance
After 2026-07-30 transaction · row 1
1 source rowRow 1 · 2026-07-30 · Grant · Acquired 17,844 · Balance 84,656 F1: Represents a grant of restricted stock units which will vest in full on the earlier of the anniversary of the grant date and the date of the Issuer's 2027 Annual Meeting of Stockholders (provided that the date of such annual meeting is at least 50 weeks after the date of the Issuer's 2026 Annual Meeting of Stockholders). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units which will vest in full on the earlier of the anniversary of the grant date and the date of the Issuer's 2027 Annual Meeting of Stockholders (provided that the date of such annual meeting is at least 50 weeks after the date of the Issuer's 2026 Annual Meeting of Stockholders).
Medtronic plc
Report date April 30, 2018 · Filed May 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 39,141 |
Reported balance
After 2018-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-04-30 · Grant · Acquired 2,184 · Balance 39,141 F1: This restricted stock unit award will vest on the one year anniversary of the grant date. F2: This balance increased by 810 shares due to exempt transactions such as dividend reinvestment. |
| Ordinary SharesSEC Table I · non-derivative | Direct | 38,525 |
Reported balance
After 2018-05-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-05-01 · Tax withholding · Disposed 616 · Balance 38,525 |
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 810 shares due to exempt transactions such as dividend reinvestment.
PUBLIC SERVICE ENTERPRISE GROUP INC
Report date March 24, 2022 · Filed March 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 8,837.121 |
Reported balance
After 2022-03-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-24 · Grant · Acquired 795.825 · Balance 8,837.121 F1: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Directors Deferred Compensation Plan. F2: The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of services as a director. F3: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F4: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Directors Deferred Compensation Plan.
F2: The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of services as a director.
F3: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date.
F4: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16.
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 |
|---|---|---|---|---|---|---|
| June 30, 2007 Filed Jul 2, 2007 17:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 475 | $105.34 Strike: $0.00 | $50,036.50 |
DisclosureSEC source: 0001181431-07-043017 · rrd164641.xml · derivative · entry 1 JACKSON SHIRLEY A · CIK 0001168019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,537 Underlying: Common Stock · 475 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2007 Filed Apr 2, 2007 17:25 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 532 | $94.16 Strike: $0.00 | $50,093.12 |
DisclosureSEC source: 0001181431-07-022376 · rrd153157.xml · derivative · entry 1 JACKSON SHIRLEY A · CIK 0001168019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,054 Underlying: Common Stock · 532 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 31, 2006 Filed Jan 3, 2007 16:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 257 | $97.36 Strike: $0.00 | $25,020.24 |
DisclosureSEC source: 0001181431-07-000366 · rrd141111.xml · derivative · entry 1 JACKSON SHIRLEY A · CIK 0001168019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,519 Underlying: Common Stock · 257 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2006 Filed Oct 2, 2006 20:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 304 | $82.28 Strike: $0.00 | $25,013.12 |
DisclosureSEC source: 0001181431-06-055747 · rrd132002.xml · derivative · entry 1 JACKSON SHIRLEY A · CIK 0001168019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,258 Underlying: Common Stock · 304 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2006 Filed Jul 5, 2006 17:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 324 | $77.36 Strike: $0.00 | $25,064.64 |
DisclosureSEC source: 0001181431-06-040051 · rrd123362.xml · derivative · entry 1 JACKSON SHIRLEY A · CIK 0001168019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 950 Underlying: Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| May 01, 2006 Filed May 2, 2006 18:32 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantBOD Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $82.70 | $0.00 |
DisclosureSEC source: 0001181431-06-026765 · rrd116118.xml · derivative · entry 1 JACKSON SHIRLEY A · CIK 0001168019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2016-04-30 F1 · security: Stock options granted pursuant to the IBM Non-Employee Directors Stock Option Plan. F2 · derivative.exercise_date: These derivative securities vest in four equal annual installments, the first vesting being on the date exercisable shown. All expire on the expiration date shown above. F2 · derivative.expiration_date: These derivative securities vest in four equal annual installments, the first vesting being on the date exercisable shown. All expire on the expiration date shown above. Read SEC document |
| March 31, 2006 Filed Apr 3, 2006 18:50 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 302 | $82.95 Strike: $0.00 | $25,049.39 |
DisclosureSEC source: 0001181431-06-021307 · rrd113150.xml · derivative · entry 1 JACKSON SHIRLEY A · CIK 0001168019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625 Underlying: Common Stock · 302 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 31, 2005 Filed Jan 3, 2006 18:53 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 305 | $82.03 Strike: $0.00 | $25,017.63 |
DisclosureSEC source: 0001181431-06-000124 · rrd101811.xml · derivative · entry 1 JACKSON SHIRLEY A · CIK 0001168019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323 Underlying: Common Stock · 305 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2005 Filed Oct 3, 2005 19:13 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 18 | $80.25 Strike: $0.00 | $1,444.41 |
DisclosureSEC source: 0001181431-05-054507 · rrd93614.xml · derivative · entry 1 JACKSON SHIRLEY A · CIK 0001168019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18 Underlying: Common Stock · 18 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until 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.