Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELTA AIR LINES, INC.DAL · Entity 3029 | Director | June 15, 2023 | June 20, 2023 |
| MCDONALDS CORPMCD · Entity 2849 | Director | March 31, 2019 | April 02, 2019 |
| Monster Beverage CorpMNST · Entity 2931 | Director | October 07, 2026 | October 09, 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.
DELTA AIR LINES, INC.
Report date June 15, 2023 · Filed June 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,590 |
Reported balance
After 2023-06-15 transaction · row 1
1 source rowRow 1 · 2023-06-15 · Grant · Acquired 4,440 · Balance 33,590 F1: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $190,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 15, 2023. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 22,000 |
Reported balance
Holding disclosure · report date 2023-06-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22,000 F2: These shares are held in a trust of which the reporting person and her husband are trustees and beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,750 |
Reported balance
Holding disclosure · report date 2023-06-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,750 F3: These shares are held in trust for the benefit of the reporting person's children of which the reporting person is a trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 880 |
Reported balance
Holding disclosure · report date 2023-06-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 880 F4: These shares are held in trust for the benefit of the reporting person's son of which the reporting person is a trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 880 |
Reported balance
Holding disclosure · report date 2023-06-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 880 F5: These shares are held in trust for the benefit of the reporting person's daughter of which the reporting person is a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $190,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 15, 2023. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1).
F2: These shares are held in a trust of which the reporting person and her husband are trustees and beneficiaries.
F3: These shares are held in trust for the benefit of the reporting person's children of which the reporting person is a trustee.
F4: These shares are held in trust for the benefit of the reporting person's son of which the reporting person is a trustee.
F5: These shares are held in trust for the benefit of the reporting person's daughter of which the reporting person is a trustee.
MCDONALDS CORP
Report date March 31, 2019 · Filed April 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 71,272.4 |
Reported balance
After 2019-03-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-03-31 · Grant · Acquired 177.73 · Balance 71,272.4 F3: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F4: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F5: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F6: Includes shares acquired through dividend reinvestment. |
| Common StockSEC Table I · non-derivative | Direct | 1,174 |
Reported balance
Holding disclosure · report date 2019-03-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,174 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 246 |
Reported balance
Holding disclosure · report date 2019-03-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 246 F1: Shares are held in a trust for the benefit of the reporting person's daughter of which the reporting person is trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 246 |
Reported balance
Holding disclosure · report date 2019-03-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 246 F2: Shares are held in a trust for the benefit of the reporting person's son of which the reporting person is trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are held in a trust for the benefit of the reporting person's daughter of which the reporting person is trustee.
F2: Shares are held in a trust for the benefit of the reporting person's son of which the reporting person is trustee.
F3: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan").
F4: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation.
F5: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election.
F6: Includes shares acquired through dividend reinvestment.
Monster Beverage Corp
Report date October 07, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 77,218 |
Reported balance
After 2026-10-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-07 · Grant · Acquired 670 · Balance 77,218 F6: Each deferred stock unit is economically equivalent to one share of the Company's common stock. F7: Deferred stock units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors as Amended and Restated on February 23, 2022, which may include voluntary deferred compensation. F8: The deferred stock units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board of Directors of the Company separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. F9: Pursuant to the Stock Split, the number of shares of common stock to be settled by the Company and delivered to the reporting person under the Company's equity incentive compensation plans or agreements governing deferred stock units (or the cash equivalent of such shares) were doubled. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,078 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance 4,078 F1: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. F2: The restricted stock units vest with respect to 100% of such restricted stock units on the last business day prior to the Company's 2027 annual stockholder meeting, provided that the reporting person continues as a director of the Company through such date. F3: Not applicable. F4: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. F5: On August 10, 2026, the common stock of the Company split 2-for-1 (the "Stock Split"). As a result, the number of shares of common stock to be settled by the Company and delivered to the reporting person under the Company's equity incentive compensation plans or agreements governing restricted stock units (or the cash equivalent of such shares) were doubled. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date.
F2: The restricted stock units vest with respect to 100% of such restricted stock units on the last business day prior to the Company's 2027 annual stockholder meeting, provided that the reporting person continues as a director of the Company through such date.
F3: Not applicable.
F4: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof.
F5: On August 10, 2026, the common stock of the Company split 2-for-1 (the "Stock Split"). As a result, the number of shares of common stock to be settled by the Company and delivered to the reporting person under the Company's equity incentive compensation plans or agreements governing restricted stock units (or the cash equivalent of such shares) were doubled.
F6: Each deferred stock unit is economically equivalent to one share of the Company's common stock.
F7: Deferred stock units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors as Amended and Restated on February 23, 2022, which may include voluntary deferred compensation.
F8: The deferred stock units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board of Directors of the Company separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan.
F9: Pursuant to the Stock Split, the number of shares of common stock to be settled by the Company and delivered to the reporting person under the Company's equity incentive compensation plans or agreements governing deferred stock units (or the cash equivalent of such shares) were doubled.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Kraft Heinz Co
Report date May 07, 2020 · Filed May 11, 2020
Section 16 reporting ended · disclosed 2020-05-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,552 |
Reported balance
After 2020-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-05-07 · Grant · Acquired 3,816 · Balance 30,552 F1: Includes 3,816 deferred shares pursuant to an election to receive deferred shares in lieu of a cash retainer. Receipt of the shares is deferred until the six-month anniversary of the reporting person's separation from service as a director of Kraft Heinz. F2: Total number of shares includes 5,245 shares acquired through a dividend reinvestment program. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,816 deferred shares pursuant to an election to receive deferred shares in lieu of a cash retainer. Receipt of the shares is deferred until the six-month anniversary of the reporting person's separation from service as a director of Kraft Heinz.
F2: Total number of shares includes 5,245 shares acquired through a dividend reinvestment program.
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, 2003 Filed Jul 1, 2003 16:28 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 582 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-03-002249 · doc1.xml · derivative · entry 1 JACKSON JEANNE P · CIK 0001179801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582 Underlying: Common Stock · 582 shares Expires 1988-08-08 F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors’ Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors’ Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors’ Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon 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.