Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Array Technologies, Inc.ARRY · Entity 5254 | Director | May 19, 2026 | May 21, 2026 |
| HARLEY-DAVIDSON, INC.HOG · Entity 810 | Director | May 21, 2026 | May 26, 2026 |
| IP STRATEGY HOLDINGS, INC.CASK · Entity 8424 | Director | May 22, 2025 | May 27, 2025 |
| LEVI STRAUSS & COLEVI · Entity 3651 | Director | August 05, 2026 | August 07, 2026 |
| STARBUCKS CORPSBUX · Entity 2886 | chief operating officer | January 26, 2015 | January 28, 2015 |
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.
Array Technologies, Inc.
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 74,333 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Exercise / conversion · Acquired 22,164 · Balance 74,333 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-19 · Exercise / conversion · Disposed 22,164 · Balance 0 F1: Each restricted stock unit represents the right to receive, upon vesting, one share of the Issuer's common stock in accordance with the Issuer's 2020 Long-Term Incentive Plan. F2: On May 20, 2025, the reporting person was granted 22,164 restricted stock units that vested on May 19, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 22,641 |
Reported balance
After 2026-05-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-19 · Grant · Acquired 22,641 · Balance 22,641 F1: Each restricted stock unit represents the right to receive, upon vesting, one share of the Issuer's common stock in accordance with the Issuer's 2020 Long-Term Incentive Plan. F3: On May 19, 2026, the reporting person was granted 22,641 restricted stock units, which vest on May 18, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, upon vesting, one share of the Issuer's common stock in accordance with the Issuer's 2020 Long-Term Incentive Plan.
F2: On May 20, 2025, the reporting person was granted 22,164 restricted stock units that vested on May 19, 2026.
F3: On May 19, 2026, the reporting person was granted 22,641 restricted stock units, which vest on May 18, 2027.
HARLEY-DAVIDSON, INC.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share UnitsSEC Table II · derivative / convertible security | Direct | 6,250 |
Reported balance
After 2026-05-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 6,250 · Balance 6,250 F1: Granted pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended F2: 1-for-1 F3: Each Stock Unit is the equivalent of one share of common stock. The shares are payable on the one year anniversary of the grant date or upon the earlier termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended
F2: 1-for-1
F3: Each Stock Unit is the equivalent of one share of common stock. The shares are payable on the one year anniversary of the grant date or upon the earlier termination of service as a director.
IP STRATEGY HOLDINGS, INC.
Report date May 22, 2025 · Filed May 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 114,500 |
Reported balance
After 2025-05-22 transaction · row 1
1 source rowRow 1 · 2025-05-22 · Exercise / conversion · Acquired 102,000 · Balance 114,500 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 100,000 |
Reported balance
After 2025-05-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-05-22 · Grant · Acquired 100,000 · Balance 100,000 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. F2: The RSUs vested in full immediately upon grant on May 22, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 102,000 |
Reported balance
After 2025-05-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-05-22 · Grant · Acquired 2,000 · Balance 102,000 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. F3: The reporting person was awarded the RSUs on November 25, 2024, subject to approval by the issuer's board of directors. The RSUs were formally granted on May 22, 2025, following such board approval. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-05-22 · Exercise / conversion · Disposed 102,000 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. F2: The RSUs vested in full immediately upon grant on May 22, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock.
F2: The RSUs vested in full immediately upon grant on May 22, 2025.
F3: The reporting person was awarded the RSUs on November 25, 2024, subject to approval by the issuer's board of directors. The RSUs were formally granted on May 22, 2025, following such board approval.
LEVI STRAUSS & CO
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 136,111 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Grant · Acquired 85 · Balance 136,111 F1: Represents dividend equivalent rights (DERs), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant of the underlying award. |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 47,382 |
Reported balance
After 2026-08-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-05 · Grant · Acquired 304 · Balance 47,382 F2: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3: Represents DERs, each of which represents a contingent right to receive one share of the issuer's Class B Common Stock upon settlement. The DERs are fully vested. The underlying shares of Class B Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights (DERs), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant of the underlying award.
F2: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.
F3: Represents DERs, each of which represents a contingent right to receive one share of the issuer's Class B Common Stock upon settlement. The DERs are fully vested. The underlying shares of Class B Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.
STARBUCKS CORP
Report date January 26, 2015 · Filed January 28, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,987 |
Ending reported balance
After 2015-01-26 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2015-01-26 · Exercise / conversion · Acquired 25,079 · Balance 126,829 Row 2 · 2015-01-26 · Exercise / conversion · Acquired 26,853 · Balance 153,682 Row 3 · 2015-01-26 · Exercise / conversion · Acquired 15,707 · Balance 169,389 Row 4 · 2015-01-26 · Sale · Disposed 100,402 · Balance 68,987 F1: This transaction was executed in multiple trades at prices ranging from $87.54 to $88.00. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.79 · Expires 2020-11-15 | Direct | 0 |
Reported balance
After 2015-01-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2015-01-26 · Exercise / conversion · Disposed 25,079 · Balance 0 F2: The option, representing the right to buy a total of 100,316 shares, became exercisable in four increments of 25,079 shares each on November 15, 2011, November 15, 2012, November 15, 2013 and November 15, 2014. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.64 · Expires 2021-11-14 | Direct | 26,853 |
Reported balance
After 2015-01-26 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2015-01-26 · Exercise / conversion · Disposed 26,853 · Balance 26,853 F3: The option, representing the right to buy a total of 107,413 shares, became exercisable in one increment of 26,854 shares on November 14, 2012 and two increments of 26,853 shares each on November 14, 2013 and November 14, 2014, and will become exercisable in one increment of 26,853 shares on November 14, 2015. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $49.74 · Expires 2022-11-19 | Direct | 31,413 |
Reported balance
After 2015-01-26 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2015-01-26 · Exercise / conversion · Disposed 15,707 · Balance 31,413 F4: The option, representing the right to buy a total of 62,827 shares, became exercisable in two increments of 15,707 shares each on November 19, 2013 and November 19, 2014, and will become exercisable in one increment of 15,707 shares on November 19, 2015 and one increment of 15,706 shares on November 19, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $87.54 to $88.00. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F2: The option, representing the right to buy a total of 100,316 shares, became exercisable in four increments of 25,079 shares each on November 15, 2011, November 15, 2012, November 15, 2013 and November 15, 2014.
F3: The option, representing the right to buy a total of 107,413 shares, became exercisable in one increment of 26,854 shares on November 14, 2012 and two increments of 26,853 shares each on November 14, 2013 and November 14, 2014, and will become exercisable in one increment of 26,853 shares on November 14, 2015.
F4: The option, representing the right to buy a total of 62,827 shares, became exercisable in two increments of 15,707 shares each on November 19, 2013 and November 19, 2014, and will become exercisable in one increment of 15,707 shares on November 19, 2015 and one increment of 15,706 shares on November 19, 2016.
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 |
|---|---|---|---|---|---|---|
| July 27, 2009 Filed Jul 29, 2009 16:35 UTC | STARBUCKS CORP SBUX · Entity 2886 | Exercise / conversionCommon Stock | 2,432 | $5.81 | $14,129.92 |
DisclosureSEC source: 0001209191-09-038052 · doc4.xml · nonDerivative · entry 1 Alstead Troy · CIK 0001450940 · evp, cfo and cao 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,161 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 1,241 shares acquired on March 31, 2009 and 918 shares acquired on June 30, 2009 under the Starbucks Corporation Employee Stock Purchase Plan. F2 · balance_after: Includes 22,208 Restricted Stock Units granted on May 8, 2008 which were reported on a prior Form 3 filed with the SEC. Read SEC document |
| December 18, 2008 Filed Dec 19, 2008 16:20 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantEmployee Stock Option (right to buy) · Derivative | 52,910 | $0.00 Strike: $9.59 | $0.00 |
DisclosureSEC source: 0001209191-08-066737 · doc4.xml · derivative · entry 1 Alstead Troy · CIK 0001450940 · evp, cfo and cao 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,910 Underlying: Common Stock · 52,910 shares Expires 2018-12-18 F1 · derivative.exercise_date: The option becomes exercisable in increments of 13,228 shares each on December 18, 2009 and 2010, and in increments of 13,227 shares each on December 18, 2011 and 2012. 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.