Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 3M COMMM · Entity 1275 | Group President | February 12, 2025 | February 13, 2025 |
| MATTEL INC /DE/MAT · Entity 1046 | EVP&Chief Supply Chain Officer | August 01, 2017 | August 03, 2017 |
| STARBUCKS CORPSBUX · Entity 2886 | evp, Global Supply Chain Ops | December 03, 2010 | December 07, 2010 |
| Solstice Advanced Materials Inc.SOLS · Entity 3540 | Director | September 10, 2026 | September 14, 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.
3M CO
Report date February 12, 2025 · Filed February 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,274 |
Reported balance
After 2025-02-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-02-12 · Grant · Acquired 5,274 · Balance 5,274 F1: Each restricted stock unit represents a contingent right to receive one share of 3M common stock. F2: The restricted stock units vest 100% three years from the grant date. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $148.87 · Expires 2035-02-11 | Direct | 23,764 |
Reported balance
After 2025-02-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-12 · Grant · Acquired 23,764 · Balance 23,764 F3: The stock option will vest and become exercisable in a series of three equal installments on each of the first, second and third anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of 3M common stock.
F2: The restricted stock units vest 100% three years from the grant date.
F3: The stock option will vest and become exercisable in a series of three equal installments on each of the first, second and third anniversary of the grant date.
MATTEL INC /DE/
Report date August 01, 2017 · Filed August 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,306 |
Ending reported balance
After 2017-08-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2017-08-01 · Exercise / conversion · Acquired 4,728 · Balance 30,880 F1: As reported on a Form 4 dated August 1, 2014 and filed on August 4, 2014, the Reporting Person received a grant of 9,456 Restricted Stock Units ("RSUs" or "Units") on August 1, 2014. The RSUs vest as to 50% of the Units on the second anniversary of the date of grant and as to the remaining 50% of the Units on the third anniversary of the date of grant. On each vesting date, for each Unit vesting on such date, the Reporting Person will receive one share of Mattel, Inc. Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of one share of Common Stock on the date of vesting), subject to tax withholding. On August 1, 2017, the remaining 50% of these RSUs vested, resulting in the issuance of 4,728 shares of Mattel, Inc. Common Stock. Row 2 · 2017-08-01 · Tax withholding · Disposed 1,777 · Balance 29,103 F2: Pursuant to the terms of the August 1, 2014 RSU grant, 1,777 shares of Mattel, Inc. Common Stock were automatically withheld at vesting to cover required tax withholding. Row 3 · 2017-08-01 · Exercise / conversion · Acquired 3,530 · Balance 32,633 F3: As reported on a Form 4 dated August 1, 2016 and filed on August 3, 2016, the Reporting Person received a grant of 10,697 RSUs on August 1, 2016. The RSUs vest as to (a) 33% of the Units granted on the first anniversary of the date of grant, (b) an additional 33% of the Units granted on the second anniversary of the date of grant, and (c) the remaining 34% of the Units granted on the third anniversary of the date of grant. On each vesting date, for each Unit vesting on such date, the Reporting Person will receive one share of Mattel, Inc. Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of one share of Common Stock on the date of vesting), subject to tax withholding. On August 1, 2017, the first 33% of these RSUs vested, resulting in the issuance of 3,530 shares of Mattel, Inc. Common Stock. Row 4 · 2017-08-01 · Tax withholding · Disposed 1,327 · Balance 31,306 F4: Pursuant to the terms of the August 1, 2016 RSU grant, 1,327 shares of Mattel, Inc. Common Stock were automatically withheld at vesting to cover required tax withholding. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-08-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-08-01 · Exercise / conversion · Disposed 4,728 · Balance 0 F1: As reported on a Form 4 dated August 1, 2014 and filed on August 4, 2014, the Reporting Person received a grant of 9,456 Restricted Stock Units ("RSUs" or "Units") on August 1, 2014. The RSUs vest as to 50% of the Units on the second anniversary of the date of grant and as to the remaining 50% of the Units on the third anniversary of the date of grant. On each vesting date, for each Unit vesting on such date, the Reporting Person will receive one share of Mattel, Inc. Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of one share of Common Stock on the date of vesting), subject to tax withholding. On August 1, 2017, the remaining 50% of these RSUs vested, resulting in the issuance of 4,728 shares of Mattel, Inc. Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,167 |
Reported balance
After 2017-08-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-08-01 · Exercise / conversion · Disposed 3,530 · Balance 7,167 F3: As reported on a Form 4 dated August 1, 2016 and filed on August 3, 2016, the Reporting Person received a grant of 10,697 RSUs on August 1, 2016. The RSUs vest as to (a) 33% of the Units granted on the first anniversary of the date of grant, (b) an additional 33% of the Units granted on the second anniversary of the date of grant, and (c) the remaining 34% of the Units granted on the third anniversary of the date of grant. On each vesting date, for each Unit vesting on such date, the Reporting Person will receive one share of Mattel, Inc. Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of one share of Common Stock on the date of vesting), subject to tax withholding. On August 1, 2017, the first 33% of these RSUs vested, resulting in the issuance of 3,530 shares of Mattel, Inc. Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 22,819 |
Reported balance
After 2017-08-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-08-01 · Grant · Acquired 22,819 · Balance 22,819 F6: The RSUs were granted on August 1, 2017 pursuant to the Plan. Each Unit represents a contingent right to receive one share of Mattel, Inc. Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of such share). F7: The RSUs vest as to (a) 33% of the Units granted on the first anniversary of the date of grant, (b) an additional 33% of the Units granted on the second anniversary of the date of grant, and (c) the remaining 34% of the Units granted on the third anniversary of the date of grant. On each vesting date, for each Unit vesting on such date, the Reporting Person will receive one share of Mattel, Inc. Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of one share of Common Stock on the date of vesting), subject to tax withholding. |
| Employee Stock Option - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $19.72 · Expires 2027-08-01 | Direct | 122,616 |
Reported balance
After 2017-08-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-08-01 · Grant · Acquired 122,616 · Balance 122,616 F5: The option was granted on August 1, 2017 pursuant to the Mattel, Inc. Amended and Restated 2010 Equity and Long-Term Compensation Plan (the "Plan"). The option vests and becomes exercisable with regard to (a) 33% of the shares granted on the first anniversary of the date of grant, (b) an additional 33% of the shares granted on the second anniversary of the date of grant, and (c) the remaining 34% of the shares granted on the third anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: As reported on a Form 4 dated August 1, 2014 and filed on August 4, 2014, the Reporting Person received a grant of 9,456 Restricted Stock Units ("RSUs" or "Units") on August 1, 2014. The RSUs vest as to 50% of the Units on the second anniversary of the date of grant and as to the remaining 50% of the Units on the third anniversary of the date of grant. On each vesting date, for each Unit vesting on such date, the Reporting Person will receive one share of Mattel, Inc. Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of one share of Common Stock on the date of vesting), subject to tax withholding. On August 1, 2017, the remaining 50% of these RSUs vested, resulting in the issuance of 4,728 shares of Mattel, Inc. Common Stock.
F2: Pursuant to the terms of the August 1, 2014 RSU grant, 1,777 shares of Mattel, Inc. Common Stock were automatically withheld at vesting to cover required tax withholding.
F3: As reported on a Form 4 dated August 1, 2016 and filed on August 3, 2016, the Reporting Person received a grant of 10,697 RSUs on August 1, 2016. The RSUs vest as to (a) 33% of the Units granted on the first anniversary of the date of grant, (b) an additional 33% of the Units granted on the second anniversary of the date of grant, and (c) the remaining 34% of the Units granted on the third anniversary of the date of grant. On each vesting date, for each Unit vesting on such date, the Reporting Person will receive one share of Mattel, Inc. Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of one share of Common Stock on the date of vesting), subject to tax withholding. On August 1, 2017, the first 33% of these RSUs vested, resulting in the issuance of 3,530 shares of Mattel, Inc. Common Stock.
F4: Pursuant to the terms of the August 1, 2016 RSU grant, 1,327 shares of Mattel, Inc. Common Stock were automatically withheld at vesting to cover required tax withholding.
F5: The option was granted on August 1, 2017 pursuant to the Mattel, Inc. Amended and Restated 2010 Equity and Long-Term Compensation Plan (the "Plan"). The option vests and becomes exercisable with regard to (a) 33% of the shares granted on the first anniversary of the date of grant, (b) an additional 33% of the shares granted on the second anniversary of the date of grant, and (c) the remaining 34% of the shares granted on the third anniversary of the date of grant.
F6: The RSUs were granted on August 1, 2017 pursuant to the Plan. Each Unit represents a contingent right to receive one share of Mattel, Inc. Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of such share).
F7: The RSUs vest as to (a) 33% of the Units granted on the first anniversary of the date of grant, (b) an additional 33% of the Units granted on the second anniversary of the date of grant, and (c) the remaining 34% of the Units granted on the third anniversary of the date of grant. On each vesting date, for each Unit vesting on such date, the Reporting Person will receive one share of Mattel, Inc. Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of one share of Common Stock on the date of vesting), subject to tax withholding.
STARBUCKS CORP
Report date December 03, 2010 · Filed December 07, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,093 |
Ending reported balance
After 2010-12-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2010-12-03 · Exercise / conversion · Acquired 24,802 · Balance 98,202 Row 2 · 2010-12-03 · Sale · Disposed 20,109 · Balance 78,093 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.64 · Expires 2018-11-17 | Direct | 24,801 |
Reported balance
After 2010-12-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2010-12-03 · Exercise / conversion · Disposed 24,802 · Balance 24,801 F1: The options became exercisable in two increments of 12,401 shares each on November 17, 2009 and November 17, 2010, and become exercisable in one increment of 12,401 on November 17, 2011 and one increment of 12,400 shares on November 17, 2012. |
| Common StockSEC Table I · non-derivative | IndirectBy Minor Child | 11 |
Reported balance
Holding disclosure · report date 2010-12-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11 |
Filing footnotes · ownership attribution and instrument terms
F1: The options became exercisable in two increments of 12,401 shares each on November 17, 2009 and November 17, 2010, and become exercisable in one increment of 12,401 on November 17, 2011 and one increment of 12,400 shares on November 17, 2012.
Solstice Advanced Materials Inc.
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,893 |
Reported balance
After 2026-09-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-10 · Grant · Acquired 2 · Balance 1,893 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Solstice Advanced Materials Inc. (the "Issuer") common stock. Fractional amounts have been rounded to the nearest whole number. F2: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in RSUs that vest at the same time as the underlying RSUs. F3: The RSUs will vest on the earliest of the first anniversary of the grant date and the next annual meeting of shareowners of the Issuer. |
| Common StockSEC Table I · non-derivative | Direct | 1,832 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,832 |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 40 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 40 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Solstice Advanced Materials Inc. (the "Issuer") common stock. Fractional amounts have been rounded to the nearest whole number.
F2: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in RSUs that vest at the same time as the underlying RSUs.
F3: The RSUs will vest on the earliest of the first anniversary of the grant date and the next annual meeting of shareowners of the Issuer.
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 |
|---|---|---|---|---|---|---|
| August 15, 2008 Filed Aug 19, 2008 13:29 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantEmployee Stock Option (right to buy) · Derivative | 62,073 | $0.00 Strike: $16.69 | $0.00 |
DisclosureSEC source: 0001209191-08-048107 · doc4.xml · derivative · entry 1 Gibbons Peter D · CIK 0001441386 · evp, Global Supply Chain Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,073 Underlying: Common Stock · 62,073 shares Expires 2018-08-15 F1 · derivative.exercise_date: The options become exercisable in one increment of 15,519 shares on August 15, 2009 and as to three increments of 15,518 shares each on August 15, 2010, 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.