Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Airlines Group Inc.AAL · Entity 3599 | Director | June 08, 2022 | June 10, 2022 |
| BOEING COBA · Entity 2862 | EVP, Pres. & CEO, BCA | May 10, 2012 | May 11, 2012 |
| Howmet Aerospace Inc.HWM · Entity 2911 | Director | May 21, 2026 | May 26, 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.
American Airlines Group Inc.
Report date June 08, 2022 · Filed June 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,480 |
Reported balance
After 2022-06-08 transaction · row 1
1 source rowRow 1 · 2022-06-08 · Grant · Acquired 9,287 · Balance 60,480 F1: Restricted stock units will vest fully upon the earlier of June 8, 2023, or the next annual meeting of stockholders following the grant date, subject to the continued service of the reporting person through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units will vest fully upon the earlier of June 8, 2023, or the next annual meeting of stockholders following the grant date, subject to the continued service of the reporting person through the vesting date.
BOEING CO
Report date May 10, 2012 · Filed May 11, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 241,092.33 |
Reported balance
After 2012-05-10 transaction · row 1
1 source rowRow 1 · 2012-05-10 · Sale · Disposed 10,000 · Balance 241,092.33 F1: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $74.794 to $74.804 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,577.9 |
Reported balance
Holding disclosure · report date 2012-05-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,577.9 |
| Common StockSEC Table I · non-derivative | IndirectCareer Shares | 25,242.08 |
Reported balance
Holding disclosure · report date 2012-05-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 25,242.08 |
Filing footnotes · ownership attribution and instrument terms
F1: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $74.794 to $74.804 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
Howmet Aerospace Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,442 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 731 · Balance 59,442 |
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
B/E AEROSPACE INC
Report date April 13, 2017 · Filed April 13, 2017
Section 16 reporting ended · disclosed 2017-04-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2017-04-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-04-13 · Grant · Acquired 128 · Balance 9,755 F1: Fractional amounts have been rounded to the nearest whole number. Row 2 · 2017-04-13 · Disposition to issuer · Disposed 9,755 · Balance 0 F2: In connection with the acquisition of B/E Aerospace, Inc. ("B/E Aerospace") by Rockwell Collins, Inc. ("Rockwell Collins"), pursuant to the Agreement and Plan of Merger, dated as of October 23, 2016, by and among B/E Aerospace, Rockwell Collins, and Quarterback Merger Sub Corp., (the "Merger Agreement") on April 13, 2017, the reporting person received $34.10 in cash, 0.3101 of a share of Rockwell Collins common stock, and cash in lieu of any fractional shares (collectively, the "Merger Consideration") for each share of B/E Aerospace common stock, other than restricted stock awards, owned by the reporting person. All terms capitalized but not defined shall have the meaning given to them in the Merger Agreement. Pursuant to the Merger Agreement: (i) each unvested restricted stock award became fully vested immediately prior to the Effective Time, and was then immediately cancelled thereafter in exchange for the right to receive a cash payment equal to the Merger Consideration multiplied by the number of shares subject to each such restricted stock award; (ii) each outstanding deferred share unit immediately prior to the Effective Time was converted into the right to receive the Merger Consideration at the Effective Time; and (iii) each restricted stock unit became fully vested immediately prior to the Effective Time and settled in cash. This amount represented, as of immediately prior to the Effective Time, 5,758 shares of common stock held by the reporting person that were not subject to an equity award, approximately 1,734 shares subject to deferral under the Non-Employee Directors Plan, 1,374 shares subject to outstanding restricted stock awards, and 889 shares subject to outstanding restricted stock unit awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Fractional amounts have been rounded to the nearest whole number.
F2: In connection with the acquisition of B/E Aerospace, Inc. ("B/E Aerospace") by Rockwell Collins, Inc. ("Rockwell Collins"), pursuant to the Agreement and Plan of Merger, dated as of October 23, 2016, by and among B/E Aerospace, Rockwell Collins, and Quarterback Merger Sub Corp., (the "Merger Agreement") on April 13, 2017, the reporting person received $34.10 in cash, 0.3101 of a share of Rockwell Collins common stock, and cash in lieu of any fractional shares (collectively, the "Merger Consideration") for each share of B/E Aerospace common stock, other than restricted stock awards, owned by the reporting person. All terms capitalized but not defined shall have the meaning given to them in the Merger Agreement. Pursuant to the Merger Agreement: (i) each unvested restricted stock award became fully vested immediately prior to the Effective Time, and was then immediately cancelled thereafter in exchange for the right to receive a cash payment equal to the Merger Consideration multiplied by the number of shares subject to each such restricted stock award; (ii) each outstanding deferred share unit immediately prior to the Effective Time was converted into the right to receive the Merger Consideration at the Effective Time; and (iii) each restricted stock unit became fully vested immediately prior to the Effective Time and settled in cash. This amount represented, as of immediately prior to the Effective Time, 5,758 shares of common stock held by the reporting person that were not subject to an equity award, approximately 1,734 shares subject to deferral under the Non-Employee Directors Plan, 1,374 shares subject to outstanding restricted stock awards, and 889 shares subject to outstanding restricted stock unit awards.
L3HARRIS TECHNOLOGIES, INC. /DE/
Report date June 29, 2019 · Filed July 01, 2019
Section 16 reporting ended · disclosed 2019-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,000.41 |
Reported balance
After 2019-06-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-06-29 · Grant · Acquired 187.45 · Balance 3,000.41 F1: Each phantom stock unit is the economic equivalent of one share of the Issuer's common stock. F2: The phantom stock units were awarded on June 29, 2019 pursuant to a quarterly grant under the Harris Corporation 2005 Directors' Deferred Compensation Plan. The phantom stock units are to be settled in cash following the reporting person's retirement or other events. The reporting person may also transfer the phantom stock units into alternative investment accounts in certain other instances if applicable ownership guidelines are satisfied. F3: The aggregate of 3,000.41 phantom stock units includes 10.41 phantom stock units acquired through dividend reinvestment in the Harris Corporation 2005 Directors' Deferred Compensation Plan ("Plan") on 5/16/19. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit is the economic equivalent of one share of the Issuer's common stock.
F2: The phantom stock units were awarded on June 29, 2019 pursuant to a quarterly grant under the Harris Corporation 2005 Directors' Deferred Compensation Plan. The phantom stock units are to be settled in cash following the reporting person's retirement or other events. The reporting person may also transfer the phantom stock units into alternative investment accounts in certain other instances if applicable ownership guidelines are satisfied.
F3: The aggregate of 3,000.41 phantom stock units includes 10.41 phantom stock units acquired through dividend reinvestment in the Harris Corporation 2005 Directors' Deferred Compensation Plan ("Plan") on 5/16/19.
Vertiv Holdings Co
Report date February 07, 2020 · Filed February 12, 2020
Section 16 reporting ended · disclosed 2020-02-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 50,000 |
Reported balance
After 2020-02-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-02-07 · Grant · Acquired 50,000 · Balance 50,000 F1: Reported securities are held by the James F Albaugh Living Trust, of which Mr. Albaugh is trustee. |
| Class A common stockSEC Table I · non-derivative | Direct | 55,000 |
Reported balance
After 2020-02-07 transaction · row 2
1 source rowRow 2 · 2020-02-07 · Conversion · Acquired 35,000 · Balance 55,000 F2: On February 7, 2020, the Issuer consummated its initial business combination (the "Business Combination") with Vertiv Holdings, LLC. In connection with the consummation of the Business Combination, each share of Class B common stock automatically converted into one share of Class A common stock. |
| Class B common stockSEC Table II · derivative / convertible security | Direct | 35,000 |
Reported balance
After 2020-02-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-02-07 · Conversion · Disposed 35,000 · Balance 35,000 F2: On February 7, 2020, the Issuer consummated its initial business combination (the "Business Combination") with Vertiv Holdings, LLC. In connection with the consummation of the Business Combination, each share of Class B common stock automatically converted into one share of Class A common stock. |
| Redeemable warrantsSEC Table II · derivative / convertible security | Direct | 6,666 |
Reported balance
After 2020-02-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-02-07 · Grant · Acquired 6,666 · Balance 6,666 F3: The redeemable warrants reported herein are included within 20,000 units purchased by the reporting person on June 8, 2018 for $10.00 per unit. Each such unit consists of one share of Class A common stock and one-third of one redeemable warrant. Each whole warrant is exercisable for one share of Class A common stock at an exercise price of $11.50 per share, subject to certain adjustments. The warrants may be exercised commencing 30 days after the consummation of the Business Combination and expire five years after the consummation of the Business Combination or earlier upon redemption or liquidation. |
Filing footnotes · ownership attribution and instrument terms
F1: Reported securities are held by the James F Albaugh Living Trust, of which Mr. Albaugh is trustee.
F2: On February 7, 2020, the Issuer consummated its initial business combination (the "Business Combination") with Vertiv Holdings, LLC. In connection with the consummation of the Business Combination, each share of Class B common stock automatically converted into one share of Class A common stock.
F3: The redeemable warrants reported herein are included within 20,000 units purchased by the reporting person on June 8, 2018 for $10.00 per unit. Each such unit consists of one share of Class A common stock and one-third of one redeemable warrant. Each whole warrant is exercisable for one share of Class A common stock at an exercise price of $11.50 per share, subject to certain adjustments. The warrants may be exercised commencing 30 days after the consummation of the Business Combination and expire five years after the consummation of the Business Combination or earlier upon redemption or liquidation.
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 27, 2004 Filed Jun 29, 2004 20:58 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 13,586.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000539 · alb829.xml · nonDerivative · entry 2 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,977.36 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. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:58 UTC | BOEING CO BA · Entity 2862 | Disposition to issuerCommon | 13,586.82 | $48.83 | $663,444.42 |
DisclosureSEC source: 0001137638-04-000539 · alb829.xml · nonDerivative · entry 1 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,390.54 F1 · kind: Performance shares earned on 6/16/04 having FMV of $48.83 but paid out effective 6/27/04 pursuant to approval by Compensation Committee. Read SEC document |
| March 09, 2004 Filed Mar 11, 2004 19:16 UTC | BOEING CO BA · Entity 2862 | GrantDeferred Compensation Units · Derivative | 939.79 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000212 · alb764.xml · derivative · entry 3 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 80,123.3 Underlying: Common · 939.79 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F5 · shares: Company match to deferral of vested Boeing stock units to Deferred Compensation Stock Program F4 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. F4 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. Read SEC document |
| March 09, 2004 Filed Mar 11, 2004 19:16 UTC | BOEING CO BA · Entity 2862 | OtherDeferred Compensation Units · Derivative | 3,759.15 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000212 · alb764.xml · derivative · entry 2 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 79,183.51 Underlying: Common · 3,759.15 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · shares: Boeing Stock Units deferred to the Deferred Compensation Stock Program at vesting. F4 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. F4 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. Read SEC document |
| March 09, 2004 Filed Mar 11, 2004 19:16 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionBoeing Stock Units · Derivative | 3,759.15 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000212 · alb764.xml · derivative · entry 1 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,880.38 Underlying: Common · 3,759.15 shares Expires not disclosed 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 · derivative.exercise_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.expiration_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. Read SEC document |
| March 05, 2004 Filed Mar 5, 2004 22:43 UTC | BOEING CO BA · Entity 2862 | GrantBoeing Stock Units · Derivative | 3,356.15 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000195 · alb748.xml · derivative · entry 1 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,639.53 Underlying: Common · 3,356.15 shares Expires not disclosed F1 · security: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.exercise_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.expiration_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. Read SEC document |
| February 23, 2004 Filed Feb 24, 2004 22:02 UTC | BOEING CO BA · Entity 2862 | Grant2004 Performance Shares · Derivative | 108,990 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000161 · alb731.xml · derivative · entry 4 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,990 Underlying: Common · 108,990 shares Expires 2009-02-23 F1 · derivative.exercise_date: 2004 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $60.94, 30% at $65.30, 45% at $69.65, 60% at $74.00, 75% at $78.35, 90% at $82.71, 100% at $87.06, 110% at $91.41, 120% at $95.77, and 125% at $97.94. Read SEC document |
| February 23, 2004 Filed Feb 24, 2004 22:02 UTC | BOEING CO BA · Entity 2862 | GrantCommon | 4,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000161 · alb731.xml · nonDerivative · entry 1 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Indirect · Career Shares Disclosed balance after: 18,090 Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 13,402.46 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000050 · alb688.xml · derivative · entry 5 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,947.28 Underlying: Common · 13,402.46 shares Expires 2008-02-23 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. F2 · derivative.exercise_date: 2003 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Disposition to issuerCommon | 13,402.46 | $43.60 | $584,347.26 |
DisclosureSEC source: 0001137638-04-000050 · alb688.xml · nonDerivative · entry 2 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,668.98 Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 13,402.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000050 · alb688.xml · nonDerivative · entry 1 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,071.44 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. Read SEC document |
| October 20, 2003 Filed Oct 22, 2003 16:27 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 12,264.54 | $37.26 | $456,976.76 |
DisclosureSEC source: 0001137638-03-000342 · alb631.xml · nonDerivative · entry 1 ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,501.68 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.