Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIOGEN INC.BIIB · Entity 1675 | Director | June 17, 2025 | June 18, 2025 |
| Duke Energy CORPDUK · Entity 2925 | Director | May 07, 2026 | May 11, 2026 |
| ILLUMINA, INC.ILMN · Entity 3137 | Director | May 20, 2026 | May 22, 2026 |
| Intellia Therapeutics, Inc.NTLA · Entity 4585 | Director | June 14, 2022 | June 16, 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.
BIOGEN INC.
Report date June 17, 2025 · Filed June 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,002 |
Reported balance
After 2025-06-17 transaction · row 1
1 source rowRow 1 · 2025-06-17 · Grant · Acquired 3,160 · Balance 31,002 |
Duke Energy CORP
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,723 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,602 · Balance 12,723 |
ILLUMINA, INC.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,754 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-20 · Tax withholding · Disposed 1,512 · Balance 13,682 Row 2 · 2026-05-21 · Grant · Acquired 2,072 · Balance 15,754 F1: Grant of restricted stock units. 100% of the shares subject to the restricted stock unit award shall vest on the earlier of (i) the one year anniversary of the date of grant of the award and (ii) the date immediately preceding the date of the annual meeting of the company's stockholders for the year following the year of grant of the award, provided, in each case, that the awardee continues to serve as a director on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units. 100% of the shares subject to the restricted stock unit award shall vest on the earlier of (i) the one year anniversary of the date of grant of the award and (ii) the date immediately preceding the date of the annual meeting of the company's stockholders for the year following the year of grant of the award, provided, in each case, that the awardee continues to serve as a director on such date.
Intellia Therapeutics, Inc.
Report date June 14, 2022 · Filed June 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,701 |
Reported balance
After 2022-06-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-06-14 · Grant · Acquired 5,197 · Balance 12,701 F1: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.49 · Expires 2032-06-13 | Direct | 7,688 |
Reported balance
After 2022-06-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-14 · Grant · Acquired 7,688 · Balance 7,688 F2: This option was granted on June 14, 2022 with respect to 7,688 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit.
F2: This option was granted on June 14, 2022 with respect to 7,688 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant.
Past disclosures · reporting ended (8)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GILEAD SCIENCES, INC.
Report date January 21, 2008 · Filed January 29, 2008
Section 16 reporting ended · disclosed 2008-01-29. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
GOLDMAN SACHS MLP & ENERGY RENAISSANCE FUND
Report date February 10, 2021 · Filed February 12, 2021
Section 16 reporting ended · disclosed 2021-02-12. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Goldman Sachs Credit Income Fund
Report date February 10, 2021 · Filed February 12, 2021
Section 16 reporting ended · disclosed 2021-02-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-02-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Goldman Sachs MLP Income Opportunities Fund
Report date September 28, 2020 · Filed September 30, 2020
Section 16 reporting ended · disclosed 2020-09-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-09-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Goldman Sachs Private Markets Fund 2018 (A) LLC
Report date November 08, 2018 · Filed November 27, 2018
Section 16 reporting ended · disclosed 2018-11-27. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Goldman Sachs Private Markets Fund 2018 (B) LLC
Report date November 08, 2018 · Filed November 27, 2018
Section 16 reporting ended · disclosed 2018-11-27. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Goldman Sachs Private Markets Fund 2018 LLC
Report date November 08, 2018 · Filed November 27, 2018
Section 16 reporting ended · disclosed 2018-11-27. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Goldman Sachs Real Estate Diversified Income Fund
Report date February 10, 2021 · Filed February 12, 2021
Section 16 reporting ended · disclosed 2021-02-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-02-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| May 18, 2017 Filed May 19, 2017 21:14 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 19,000 | $0.00 Strike: $14.35 | $0.00 |
DisclosureSEC source: 0001209191-17-033988 · doc4.xml · derivative · entry 1 DORSA CAROLINE · CIK 0001181174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Common Stock · 19,000 shares Expires 2027-05-17 F1 · derivative.exercise_date: This option was granted on May 18, 2017 with respect to 19,000 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant. Read SEC document |
| January 26, 2017 Filed Jan 31, 2017 02:18 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 4,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003005 · form4.xml · nonDerivative · entry 1 DORSA CAROLINE · CIK 0001181174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,996 F1 · shares: Grant of restricted stock units with 25% of the shares subject to the award vesting on each of the first, second, third and fourth anniversaries of the date of grant, subject to the awardee's continuing to be a service provider on such dates. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 20:24 UTC | BIOGEN INC. BIIB · Entity 1675 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $53.64 | $0.00 |
DisclosureSEC source: 0001127602-16-063177 · form4.xml · derivative · entry 5 DORSA CAROLINE · CIK 0001181174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2020-01-03 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 · kind: Exercise/sale pursuant to a trading plan intended to comply with Rule 10b5-1 of the Securities Exchange Act of 1934 F2 · derivative.exercise_date: The stock options become exercisable in three (3) equal annual installments commencing one year after the grant date of 01/04/2010. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 20:24 UTC | BIOGEN INC. BIIB · Entity 1675 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,570 | $0.00 Strike: $53.64 | $0.00 |
DisclosureSEC source: 0001127602-16-063177 · form4.xml · derivative · entry 4 DORSA CAROLINE · CIK 0001181174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,570 shares Expires 2020-01-03 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 · kind: Exercise/sale pursuant to a trading plan intended to comply with Rule 10b5-1 of the Securities Exchange Act of 1934 Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 20:24 UTC | BIOGEN INC. BIIB · Entity 1675 | SaleCommon Stock | 27,570 | $314.00 | $8,656,980.00 |
DisclosureSEC source: 0001127602-16-063177 · form4.xml · nonDerivative · entry 3 DORSA CAROLINE · CIK 0001181174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,093 F1 · kind: Exercise/sale pursuant to a trading plan intended to comply with Rule 10b5-1 of the Securities Exchange Act of 1934 Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 20:24 UTC | BIOGEN INC. BIIB · Entity 1675 | Exercise / conversionCommon Stock | 25,000 | $53.64 | $1,341,000.00 |
DisclosureSEC source: 0001127602-16-063177 · form4.xml · nonDerivative · entry 2 DORSA CAROLINE · CIK 0001181174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,663 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 · kind: Exercise/sale pursuant to a trading plan intended to comply with Rule 10b5-1 of the Securities Exchange Act of 1934 Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 20:24 UTC | BIOGEN INC. BIIB · Entity 1675 | Exercise / conversionCommon Stock | 2,570 | $53.64 | $137,854.80 |
DisclosureSEC source: 0001127602-16-063177 · form4.xml · nonDerivative · entry 1 DORSA CAROLINE · CIK 0001181174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,663 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 · kind: Exercise/sale pursuant to a trading plan intended to comply with Rule 10b5-1 of the Securities Exchange Act of 1934 Read SEC document |
| December 14, 2007 Filed Dec 17, 2007 18:23 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | GrantNon-qualified Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $46.21 | $0.00 |
DisclosureSEC source: 0001179110-07-023561 · edgar.xml · derivative · entry 1 DORSA CAROLINE · CIK 0001181174 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2017-12-14 F1 · derivative.exercise_date: The options will vest 20% on December 14, 2008, the first anniversary date of the grant. The balance will vest quarterly over the next 48 months and will be fully vested by December 14, 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.