Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POPULAR, INC.BPOP · Entity 1363 | Director | October 01, 2026 | October 05, 2026 |
| VERIZON COMMUNICATIONS INCVZ · Entity 116 | Director | March 08, 2019 | March 12, 2019 |
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.
POPULAR, INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,602 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Grant · Acquired 99 · Balance 16,602 F2: Restricted stock units convert into common stock on a one-for-one basis. F3: Reflects Restricted Stock Units ("RSUs") received by the reporting person as a result of dividend equivalents accrued with respect to outstanding RSUs granted to the reporting person. Dividend equivalents are accrued at the same rate and at the same time as dividends are paid to ordinary shareholders. Dividend equivalents on RSUs are subject to the same terms and conditions as the underlying RSUs. F4: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. |
| Common Stock Par Value $0.01 per shareSEC Table I · non-derivative | Direct | 193,020 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 193,020 |
| Common Stock Par Value $0.01 per shareSEC Table I · non-derivative | IndirectJunior Investment Corporation | 75,031 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 75,031 F1: Represents Mr. Carrion's indirect ownership in the shares of Popular, Inc. owned by Junior Investment Corporation in which he has approximately 23.3234% interest. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Mr. Carrion's indirect ownership in the shares of Popular, Inc. owned by Junior Investment Corporation in which he has approximately 23.3234% interest.
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: Reflects Restricted Stock Units ("RSUs") received by the reporting person as a result of dividend equivalents accrued with respect to outstanding RSUs granted to the reporting person. Dividend equivalents are accrued at the same rate and at the same time as dividends are paid to ordinary shareholders. Dividend equivalents on RSUs are subject to the same terms and conditions as the underlying RSUs.
F4: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director.
VERIZON COMMUNICATIONS INC
Report date March 08, 2019 · Filed March 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectBy Deferred Compensation Plan | 132,500 |
Reported balance
After 2019-03-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-08 · Grant · Acquired 3,096 · Balance 132,500 F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2: Includes phantom stock acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director.
F2: Includes phantom stock acquired through dividend reinvestment.
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 01, 2007 Filed Feb 5, 2007 19:42 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 3,421 | $38.00 | $129,998.00 |
DisclosureSEC source: 0001233402-07-000055 · edgar.xml · nonDerivative · entry 1 CARRION RICHARD L · CIK 0001187725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation/Restricted Units Disclosed balance after: 26,789 F1 · balance_after: In addition, as of 12/31/2006, 1,154 shares are held directly and the following securities are held indirectly: 2,092 in Trust (NYNEX). Read SEC document |
| February 01, 2006 Filed Feb 3, 2006 18:39 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 4,088 | $31.80 | $129,998.40 |
DisclosureSEC source: 0001233402-06-000039 · edgar.xml · nonDerivative · entry 1 CARRION RICHARD L · CIK 0001187725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation/Restricted Units Disclosed balance after: 21,506 F1 · balance_after: In addition, as of 12/31/2005, 1,142 shares are held directly and the following securities are held indirectly: 1,918 in Trust (NYNEX). Read SEC document |
| February 02, 2005 Filed Feb 4, 2005 18:55 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 3,623 | $35.88 | $129,993.24 |
DisclosureSEC source: 0001233402-05-000043 · edgar.xml · nonDerivative · entry 1 CARRION RICHARD L · CIK 0001187725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation/Restricted Units Disclosed balance after: 16,659 F1 · balance_after: In addition, as of 12/31/2004, 1,131 shares are held directly and the following securities are held indirectly: 1,830 in Trust (NYNEX). Read SEC document |
| May 17, 2004 Filed May 18, 2004 19:56 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | PurchaseCommon Stock | 150 | $35.97 | $5,395.50 |
DisclosureSEC source: 0001233402-04-000133 · edgar.xml · nonDerivative · entry 1 CARRION RICHARD L · CIK 0001187725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,127 F1 · balance_after: In addition, the following securities are held indirectly: 11,015 in Deferred Compensation / Restricted Units and 1,758 in Trust (NYNEX) (as of 12/31/2003). Read SEC document |
| February 04, 2004 Filed Feb 6, 2004 21:24 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantStock Option Non-Qualified · Derivative | 14,493 | $0.00 Strike: $36.75 | $0.00 |
DisclosureSEC source: 0001233402-04-000046 · edgar.xml · derivative · entry 4 CARRION RICHARD L · CIK 0001187725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,493 Underlying: Common Stock · 14,493 shares Expires 2014-02-03 Read SEC document |
| October 01, 2003 Filed Oct 2, 2003 15:44 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 551 | $32.65 | $17,990.15 |
DisclosureSEC source: 0001233402-03-000113 · edgar.xml · nonDerivative · entry 1 CARRION RICHARD L · CIK 0001187725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 10,777 F1 · balance_after: In addition, 963 shares are held directly (reflects aggregate acquisitions and holdings as reported on Form 5 for 2002). The following securities are also held indirectly: 1,685 in Trust (NYNEX) (reflects aggregate acquisitions and holdings as reported on Form 5 for 2002). Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 17:45 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 384 | $39.03 | $14,987.52 |
DisclosureSEC source: 0001233402-03-000034 · edgar.xml · nonDerivative · entry 1 CARRION RICHARD L · CIK 0001187725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 10,114 F1 · balance_after: In addition, 963 shares are held directly (reflects aggregate acquisitions and holdings as reported on Form 5 for 2002). The following securities are also held indirectly: 1,685 in Trust (NYNEX) (reflects aggregate acquisitions and holdings as reported on Form 5 for 2002). 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.