Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DXC Technology CoDXC · Entity 4594 | Director | August 20, 2021 | August 24, 2021 |
| Empery Digital Inc.VLCN · Entity 21 | Director | July 17, 2025 | July 21, 2025 |
| KIMBERLY CLARK CORPKMB · Entity 3103 | Director | January 03, 2022 | January 05, 2022 |
| PFIZER INCPFE · Entity 2863 | Director · Executive Chairman | March 04, 2019 | March 06, 2019 |
| Population Health Investment Co., Inc.PHIC · Entity 136038 | Director · Executive Chairman | November 17, 2020 | November 17, 2020 |
| Viatris IncVTRS · Entity 3277 | Director | March 21, 2022 | March 23, 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.
DXC Technology Co
Report date August 20, 2021 · Filed August 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,800 |
Reported balance
After 2021-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-08-20 · Grant · Acquired 12,700 · Balance 48,800 F1: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock. The RSUs will vest on the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. The RSUs will settle on the vesting date or, if the director has elected to defer settlement, on the date or event elected by the director. F2: Amount reported includes unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock. The RSUs will vest on the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. The RSUs will settle on the vesting date or, if the director has elected to defer settlement, on the date or event elected by the director.
F2: Amount reported includes unvested RSUs.
Empery Digital Inc.
Report date July 17, 2025 · Filed July 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 30,000 |
Reported balance
After 2025-07-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-07-21 · Grant · Acquired 30,000 · Balance 30,000 F1: The shares of common stock were purchased by the Reporting Person in the Issuer's recently announced private placement with certain accredited and institutional investors, which closed on July 21, 2025. F2: The shares of common stock were purchased by the Ian Charles Read Revocable Trust the ("Trust"). The Reporting Person is the trustee of the trust and may be deemed to have sole voting and dispositive power over the shares held by the Trust. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. |
| Stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2035-07-17 | Direct | 298,802 |
Reported balance
After 2025-07-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-07-17 · Grant · Acquired 298,802 · Balance 298,802 F3: The stock options vest based upon the daily volume weighted average price ("VWAP") of the Issuer's common stock, vesting as to 20% of the underlying shares of common stock upon the VWAP reaching $10 and then in incremental 20% installments until becoming fully vested upon a VWAP of $30. All vesting is subject to the approval by the Issuer's stockholder of a new stock option plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of common stock were purchased by the Reporting Person in the Issuer's recently announced private placement with certain accredited and institutional investors, which closed on July 21, 2025.
F2: The shares of common stock were purchased by the Ian Charles Read Revocable Trust the ("Trust"). The Reporting Person is the trustee of the trust and may be deemed to have sole voting and dispositive power over the shares held by the Trust. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
F3: The stock options vest based upon the daily volume weighted average price ("VWAP") of the Issuer's common stock, vesting as to 20% of the underlying shares of common stock upon the VWAP reaching $10 and then in incremental 20% installments until becoming fully vested upon a VWAP of $30. All vesting is subject to the approval by the Issuer's stockholder of a new stock option plan.
KIMBERLY CLARK CORP
Report date January 03, 2022 · Filed January 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 37,206 |
Reported balance
After 2022-01-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-01-03 · Grant · Acquired 1,299 · Balance 37,206 F1: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F2: Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors.
F2: Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock.
PFIZER INC
Report date March 04, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,109,202 |
Ending reported balance
After 2019-03-04 transaction · row 26
26 source rows · reconciled sequenceRow 1 · 2019-03-04 · Sale · Disposed 3,722 · Balance 1,635,558 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 2 · 2019-03-04 · Sale · Disposed 4,258 · Balance 1,631,300 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 3 · 2019-03-04 · Sale · Disposed 4,392 · Balance 1,626,908 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 4 · 2019-03-04 · Sale · Disposed 4,489 · Balance 1,622,419 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 5 · 2019-03-04 · Sale · Disposed 5,812 · Balance 1,616,607 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 6 · 2019-03-04 · Sale · Disposed 6,284 · Balance 1,610,323 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 7 · 2019-03-04 · Sale · Disposed 6,960 · Balance 1,603,363 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 8 · 2019-03-04 · Sale · Disposed 7,584 · Balance 1,595,779 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 9 · 2019-03-04 · Sale · Disposed 8,427 · Balance 1,587,352 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 10 · 2019-03-04 · Sale · Disposed 10,725 · Balance 1,576,627 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 11 · 2019-03-04 · Sale · Disposed 11,804 · Balance 1,564,823 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 12 · 2019-03-04 · Sale · Disposed 11,908 · Balance 1,552,915 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 13 · 2019-03-04 · Sale · Disposed 12,457 · Balance 1,540,458 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 14 · 2019-03-04 · Sale · Disposed 12,623 · Balance 1,527,835 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 15 · 2019-03-04 · Sale · Disposed 12,787 · Balance 1,515,048 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 16 · 2019-03-04 · Sale · Disposed 12,971 · Balance 1,502,077 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 17 · 2019-03-04 · Sale · Disposed 13,275 · Balance 1,488,802 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 18 · 2019-03-04 · Sale · Disposed 14,739 · Balance 1,474,063 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 19 · 2019-03-04 · Sale · Disposed 16,537 · Balance 1,457,526 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 20 · 2019-03-04 · Sale · Disposed 21,624 · Balance 1,435,902 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 21 · 2019-03-04 · Sale · Disposed 28,599 · Balance 1,407,303 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 22 · 2019-03-04 · Sale · Disposed 34,216 · Balance 1,373,087 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 23 · 2019-03-04 · Sale · Disposed 52,878 · Balance 1,320,209 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 24 · 2019-03-04 · Sale · Disposed 69,362 · Balance 1,250,847 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 25 · 2019-03-04 · Sale · Disposed 69,433 · Balance 1,181,414 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. Row 26 · 2019-03-04 · Sale · Disposed 72,212 · Balance 1,109,202 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018. |
| Common StockSEC Table I · non-derivative | IndirectBy Rule 16b-3 Plan | 11,442 |
Reported balance
Holding disclosure · report date 2019-03-04 · row 27
Holding and transaction disclosures are not merged.
1 source rowRow 27 · Balance 11,442 |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2018.
Population Health Investment Co., Inc.
Report date November 17, 2020 · Filed November 17, 2020
This filing explicitly reported no securities owned.
Viatris Inc
Report date March 21, 2022 · Filed March 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,497 |
Reported balance
After 2022-03-21 transaction · row 1
1 source rowRow 1 · 2022-03-21 · Exercise / conversion · Acquired 166 · Balance 14,497 F1: Fractional shares have been rounded up in connection with the settlement described in footnote 2 pursuant to the terms of the restricted stock unit (RSU) award agreement under the Viatris Inc. 2020 Stock Incentive Plan. |
| Dividend Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 165.5224 |
Reported balance
After 2022-03-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-21 · Grant · Acquired 165.5224 · Balance 165.5224 F2: Represents dividend equivalent units (DEUs) that accrued with respect to RSUs previously granted on March 2, 2021. The DEUs vested upon accrual as the underlying RSUs had previously vested. |
| Dividend Equivalent UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2022-03-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-21 · Exercise / conversion · Disposed 165.5224 · Balance 0 F2: Represents dividend equivalent units (DEUs) that accrued with respect to RSUs previously granted on March 2, 2021. The DEUs vested upon accrual as the underlying RSUs had previously vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Fractional shares have been rounded up in connection with the settlement described in footnote 2 pursuant to the terms of the restricted stock unit (RSU) award agreement under the Viatris Inc. 2020 Stock Incentive Plan.
F2: Represents dividend equivalent units (DEUs) that accrued with respect to RSUs previously granted on March 2, 2021. The DEUs vested upon accrual as the underlying RSUs had previously vested.
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 15, 2006 Filed Nov 16, 2006 22:19 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 396 | $26.53 | $10,505.88 |
DisclosureSEC source: 0000078003-06-000304 · rea1374.xml · derivative · entry 1 READ IAN C · CIK 0001372915 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,334 Underlying: Common Stock · 396 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. F2 · derivative.expiration_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. Read SEC document |
| October 31, 2006 Filed Nov 1, 2006 22:45 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 146 | $26.65 | $3,890.90 |
DisclosureSEC source: 0000078003-06-000285 · rea1359.xml · derivative · entry 1 READ IAN C · CIK 0001372915 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,938 Underlying: Common Stock · 146 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. F2 · derivative.expiration_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. Read SEC document |
| October 13, 2006 Filed Oct 16, 2006 17:16 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 144 | $27.59 | $3,972.96 |
DisclosureSEC source: 0000078003-06-000271 · rea1348.xml · derivative · entry 1 READ IAN C · CIK 0001372915 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,792 Underlying: Common Stock · 144 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. F2 · derivative.expiration_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. Read SEC document |
| September 29, 2006 Filed Oct 3, 2006 22:18 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 135 | $28.36 | $3,828.60 |
DisclosureSEC source: 0000078003-06-000260 · rea1337.xml · derivative · entry 1 READ IAN C · CIK 0001372915 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,648 Underlying: Common Stock · 135 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. F2 · derivative.expiration_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. Read SEC document |
| September 15, 2006 Filed Sep 18, 2006 18:40 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 132 | $28.04 | $3,701.28 |
DisclosureSEC source: 0000078003-06-000246 · rea1323.xml · derivative · entry 1 READ IAN C · CIK 0001372915 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,513 Underlying: Common Stock · 132 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. F2 · derivative.expiration_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. Read SEC document |
| August 31, 2006 Filed Sep 5, 2006 17:32 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 111 | $27.56 | $3,059.16 |
DisclosureSEC source: 0000078003-06-000235 · rea1302.xml · derivative · entry 1 READ IAN C · CIK 0001372915 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,381 Underlying: Common Stock · 111 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. F2 · derivative.expiration_date: These units, which were acquired pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and, subject to certain conditions, may be transferred by the reporting person into an alternative investment account at any time. 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.