Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERSHEY COHSY · Entity 795 | Director | April 01, 2021 | April 05, 2021 |
| PITNEY BOWES INC /DE/PBI · Entity 4392 | Director | April 28, 2023 | May 01, 2023 |
| Teladoc Health, Inc.TDOC · Entity 1547 | Director | May 20, 2026 | May 21, 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.
HERSHEY CO
Report date April 01, 2021 · Filed April 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,342.0986 |
Reported balance
After 2021-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-04-01 · Grant · Acquired 129.623 · Balance 16,342.0986 F1: The total amount of securities reported as directly owned in Column 5 includes 84.2015 shares acquired on March15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The total amount of securities reported as directly owned in Column 5 includes 84.2015 shares acquired on March15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders.
PITNEY BOWES INC /DE/
Report date April 28, 2023 · Filed May 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,802.9519 |
Reported balance
After 2023-04-28 transaction · row 1
1 source rowRow 1 · 2023-04-28 · Grant · Acquired 19,802 · Balance 134,802.9519 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-04-28 · Exercise / conversion · Disposed 19,802 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F2: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock.
F2: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan).
Teladoc Health, Inc.
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,266 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Exercise / conversion · Acquired 29,986 · Balance 61,266 F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-20 · Exercise / conversion · Disposed 28,986 · Balance 0 F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F2: On May 22, 2025, the reporting person was granted 28,986 restricted stock units, vesting in full on May 20, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,441 |
Reported balance
After 2026-05-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-21 · Grant · Acquired 30,441 · Balance 30,441 F3: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F4: The restricted stock units vest in full on the earlier of (i) May 21, 2027 and (ii) the day immediately preceding the issuer's 2027 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.
F2: On May 22, 2025, the reporting person was granted 28,986 restricted stock units, vesting in full on May 20, 2026.
F3: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock.
F4: The restricted stock units vest in full on the earlier of (i) May 21, 2027 and (ii) the day immediately preceding the issuer's 2027 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PFIZER INC
Report date December 31, 2007 · Filed January 03, 2008
Section 16 reporting ended · disclosed 2008-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock Units SSPSEC Table II · derivative / convertible security | Direct | 97,933 |
Reported balance
After 2007-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2007-12-31 · Grant · Acquired 384 · Balance 97,933 F1: Each unit represents one phantom share of common stock. F2: 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 may be transferred by the reporting person into an alternative investment account at any time. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents one phantom share of common stock.
F2: 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 may be transferred by the reporting person into an alternative investment account at any time.
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, 2003 Filed Aug 18, 2003 19:25 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 394 | $31.42 | $12,379.48 |
DisclosureSEC source: 0000078003-03-000181 · she417.xml · derivative · entry 1 SHEDLARZ DAVID L · CIK 0001174459 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,298 Underlying: Common Stock · 394 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. 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. Read SEC document |
| July 31, 2003 Filed Aug 4, 2003 16:29 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 221 | $33.36 | $7,372.56 |
DisclosureSEC source: 0000078003-03-000166 · she407.xml · derivative · entry 1 SHEDLARZ DAVID L · CIK 0001174459 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,904 Underlying: Common Stock · 221 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. 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. Read SEC document |
| July 15, 2003 Filed Jul 16, 2003 19:11 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 220 | $33.86 Strike: $0.00 | $7,449.20 |
DisclosureSEC source: 0000078003-03-000147 · she393.xml · derivative · entry 1 SHEDLARZ DAVID L · CIK 0001174459 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,683 Underlying: Common Stock · 220 shares Expires 1988-08-08 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. 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. Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 15:28 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 207 | $34.15 Strike: $0.00 | $7,069.05 |
DisclosureSEC source: 0000078003-03-000133 · she383.xml · derivative · entry 1 SHEDLARZ DAVID L · CIK 0001174459 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,463 Underlying: Common Stock · 207 shares Expires 1988-08-08 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. 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. Read SEC document |
| June 13, 2003 Filed Jun 16, 2003 19:15 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 225 | $33.08 Strike: $0.00 | $7,443.00 |
DisclosureSEC source: 0000078003-03-000086 · she361.xml · derivative · entry 1 SHEDLARZ DAVID L · CIK 0001174459 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,256 Underlying: Common Stock · 225 shares Expires 1988-08-08 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. 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. Read SEC document |
| May 30, 2003 Filed Jun 2, 2003 18:07 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 248 | $31.02 Strike: $0.00 | $7,692.96 |
DisclosureSEC source: 0000078003-03-000073 · she352.xml · derivative · entry 1 SHEDLARZ DAVID L · CIK 0001174459 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,031 Underlying: Common Stock · 248 shares Expires 1988-08-08 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. 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. Read SEC document |
| May 15, 2003 Filed May 16, 2003 18:04 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units SSP · Derivative | 339 | $33.53 Strike: $0.00 | $11,366.67 |
DisclosureSEC source: 0000078003-03-000062 · she338.xml · derivative · entry 1 SHEDLARZ DAVID L · CIK 0001174459 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,783 Underlying: Common Stock · 339 shares Expires 1988-08-08 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. 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. 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.