Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Airlines Group Inc.AAL · Entity 3599 | SVP Chief Marketing Officer | February 16, 2017 | February 21, 2017 |
| United Airlines Holdings, Inc.UAL · Entity 3116 | EVP & Chief Commercial Officer | August 25, 2026 | August 27, 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 February 16, 2017 · Filed February 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 123,044 |
Ending reported balance
After 2017-02-16 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2017-02-16 · Exercise / conversion · Acquired 13,750 · Balance 136,794 F1: Shares acquired upon the exercise of stock-settled stock appreciation rights. Row 2 · 2017-02-16 · Tax withholding · Disposed 239 · Balance 136,555 F2: Shares withheld by the issuer to cover applicable withholding taxes related to the exercise of the stock-settled stock appreciation rights. Row 3 · 2017-02-16 · Sale · Disposed 492 · Balance 136,063 Row 4 · 2017-02-16 · Disposition to issuer · Disposed 13,019 · Balance 123,044 F3: Shares disposed to the issuer to cover the exercise price of the exercised stock-settled stock appreciation rights. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $45.01 · Expires 2017-04-11 | Direct | 0 |
Reported balance
After 2017-02-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-02-16 · Exercise / conversion · Disposed 13,750 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon the exercise of stock-settled stock appreciation rights.
F2: Shares withheld by the issuer to cover applicable withholding taxes related to the exercise of the stock-settled stock appreciation rights.
F3: Shares disposed to the issuer to cover the exercise price of the exercised stock-settled stock appreciation rights.
United Airlines Holdings, Inc.
Report date August 25, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 214,955 |
Reported balance
After 2026-08-25 transaction · row 1
1 source rowRow 1 · 2026-08-25 · Sale · Disposed 5,000 · Balance 214,955 |
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 |
|---|---|---|---|---|---|---|
| February 27, 2019 Filed Mar 1, 2019 23:37 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Exercise / conversionRestricted Stock Units · Derivative | 8,856 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-005529 · doc4.xml · derivative · entry 3 Nocella Andrew P · CIK 0001314824 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,856 Underlying: Common Stock · 8,856 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. F4 · derivative.exercise_price: Each RSU represents the economic equivalent of one share of UAL common stock and is settled in shares of UAL common stock upon vesting. F1 · kind: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2 · derivative.exercise_date: The RSUs were granted on February 27, 2017 and vest in three installments of 8,856 RSUs on February 27, 2018, 8,856 RSUs on February 27, 2019 and 8,856 RSUs on February 27, 2020. F2 · derivative.expiration_date: The RSUs were granted on February 27, 2017 and vest in three installments of 8,856 RSUs on February 27, 2018, 8,856 RSUs on February 27, 2019 and 8,856 RSUs on February 27, 2020. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 23:37 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Tax withholdingCommon Stock | 3,920 | $87.60 | $343,392.00 |
DisclosureSEC source: 0000899243-19-005529 · doc4.xml · nonDerivative · entry 2 Nocella Andrew P · CIK 0001314824 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,222 F3 · kind: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting an award granted on February 27, 2017. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 23:37 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Exercise / conversionCommon Stock | 8,856 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-005529 · doc4.xml · nonDerivative · entry 1 Nocella Andrew P · CIK 0001314824 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,142 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: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2 · kind: The RSUs were granted on February 27, 2017 and vest in three installments of 8,856 RSUs on February 27, 2018, 8,856 RSUs on February 27, 2019 and 8,856 RSUs on February 27, 2020. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:58 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Exercise / conversionRestricted Stock Units · Derivative | 2,919 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006244 · doc4.xml · derivative · entry 3 Nocella Andrew P · CIK 0001314824 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,839 Underlying: Common Stock · 2,919 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. F4 · derivative.exercise_price: Each RSU represents the economic equivalent of one share of UAL common stock and is settled in shares of UAL common stock upon vesting. F1 · kind: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2 · derivative.exercise_date: The RSUs were granted on February 27, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. F2 · derivative.expiration_date: The RSUs were granted on February 27, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:58 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Tax withholdingCommon Stock | 1,294 | $67.79 | $87,720.26 |
DisclosureSEC source: 0000899243-18-006244 · doc4.xml · nonDerivative · entry 2 Nocella Andrew P · CIK 0001314824 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,286 F3 · kind: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting the RSU award granted on February 27, 2017. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:58 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Exercise / conversionCommon Stock | 2,919 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006244 · doc4.xml · nonDerivative · entry 1 Nocella Andrew P · CIK 0001314824 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,580 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: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2 · kind: The RSUs were granted on February 27, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. Read SEC document |
| February 27, 2018 Filed Feb 28, 2018 23:07 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Exercise / conversionRestricted Stock Units · Derivative | 8,856 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005860 · doc4.xml · derivative · entry 3 Nocella Andrew P · CIK 0001314824 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,712 Underlying: Common Stock · 8,856 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. F4 · derivative.exercise_price: Each RSU represents the economic equivalent of one share of UAL common stock and is settled in shares of UAL common stock upon vesting. F1 · kind: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2 · derivative.exercise_date: The RSUs were granted on February 27, 2017 and vest in three installments of 8,856 RSUs on February 27, 2018, 8,856 RSUs on February 27, 2019 and 8,856 RSUs on February 27, 2020. F2 · derivative.expiration_date: The RSUs were granted on February 27, 2017 and vest in three installments of 8,856 RSUs on February 27, 2018, 8,856 RSUs on February 27, 2019 and 8,856 RSUs on February 27, 2020. Read SEC document |
| February 27, 2018 Filed Feb 28, 2018 23:07 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Tax withholdingCommon Stock | 3,277 | $67.86 | $222,377.22 |
DisclosureSEC source: 0000899243-18-005860 · doc4.xml · nonDerivative · entry 2 Nocella Andrew P · CIK 0001314824 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,661 F3 · kind: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting an award of 26,568 RSUs granted on February 27, 2017. Read SEC document |
| February 27, 2018 Filed Feb 28, 2018 23:07 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Exercise / conversionCommon Stock | 8,856 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005860 · doc4.xml · nonDerivative · entry 1 Nocella Andrew P · CIK 0001314824 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,938 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: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2 · kind: The RSUs were granted on February 27, 2017 and vest in three installments of 8,856 RSUs on February 27, 2018, 8,856 RSUs on February 27, 2019 and 8,856 RSUs on February 27, 2020. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 22:53 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantRestricted Stock Units · Derivative | 11,713 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005364 · doc4.xml · derivative · entry 1 Nocella Andrew P · CIK 0001314824 · EVP and Chief Revenue Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,713 Underlying: Common Stock · 11,713 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the economic equivalent of one share of UAL common stock and shall be settled in shares of UAL common stock upon vesting. F2 · derivative.exercise_date: The RSUs vest in three installments of 3,904 RSUs on February 28, 2019, 3,904 RSUs on February 28, 2020 and 3,905 RSUs on February 28, 2021. F2 · derivative.expiration_date: The RSUs vest in three installments of 3,904 RSUs on February 28, 2019, 3,904 RSUs on February 28, 2020 and 3,905 RSUs on February 28, 2021. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 23:33 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantRestricted Stock Units · Derivative | 8,758 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005840 · doc4.xml · derivative · entry 2 Nocella Andrew P · CIK 0001314824 · EVP and Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,758 Underlying: Common Stock · 8,758 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the economic equivalent of one share of UAL common stock and shall be settled in shares of UAL common stock upon vesting. F3 · derivative.exercise_date: The RSUs vest in three installments of 2,919 RSUs on February 28, 2018, 2,919 RSUs on February 28, 2019 and 2,920 RSUs on February 28, 2020. F3 · derivative.expiration_date: The RSUs vest in three installments of 2,919 RSUs on February 28, 2018, 2,919 RSUs on February 28, 2019 and 2,920 RSUs on February 28, 2020. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 23:33 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantRestricted Stock Units · Derivative | 26,568 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005840 · doc4.xml · derivative · entry 1 Nocella Andrew P · CIK 0001314824 · EVP and Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,568 Underlying: Common Stock · 26,568 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the economic equivalent of one share of UAL common stock and shall be settled in shares of UAL common stock upon vesting. F2 · derivative.exercise_date: The RSUs vest in three installments of 8,856 RSUs on February 27, 2018, 8,856 RSUs on February 27, 2019 and 8,856 RSUs on February 27, 2020. F2 · derivative.expiration_date: The RSUs vest in three installments of 8,856 RSUs on February 27, 2018, 8,856 RSUs on February 27, 2019 and 8,856 RSUs on February 27, 2020. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:22 UTC | American Airlines Group Inc. AAL · Entity 3599 | Exercise / conversionStock Appreciation Rights · Derivative | 13,750 | $0.00 Strike: $45.01 | $0.00 |
DisclosureSEC source: 0001225208-17-003943 · doc4.xml · derivative · entry 5 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,750 shares Expires 2017-04-11 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 |
| February 16, 2017 Filed Feb 21, 2017 21:22 UTC | American Airlines Group Inc. AAL · Entity 3599 | Disposition to issuerCommon Stock | 13,019 | $47.54 | $618,923.26 |
DisclosureSEC source: 0001225208-17-003943 · doc4.xml · nonDerivative · entry 4 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,044 F3 · shares: Shares disposed to the issuer to cover the exercise price of the exercised stock-settled stock appreciation rights. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:22 UTC | American Airlines Group Inc. AAL · Entity 3599 | SaleCommon Stock | 492 | $47.50 | $23,370.00 |
DisclosureSEC source: 0001225208-17-003943 · doc4.xml · nonDerivative · entry 3 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,063 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:22 UTC | American Airlines Group Inc. AAL · Entity 3599 | Tax withholdingCommon Stock | 239 | $47.54 | $11,362.06 |
DisclosureSEC source: 0001225208-17-003943 · doc4.xml · nonDerivative · entry 2 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,555 F2 · shares: Shares withheld by the issuer to cover applicable withholding taxes related to the exercise of the stock-settled stock appreciation rights. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:22 UTC | American Airlines Group Inc. AAL · Entity 3599 | Exercise / conversionCommon Stock | 13,750 | $45.01 | $618,887.50 |
DisclosureSEC source: 0001225208-17-003943 · doc4.xml · nonDerivative · entry 1 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,794 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 · shares: Shares acquired upon the exercise of stock-settled stock appreciation rights. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:58 UTC | American Airlines Group Inc. AAL · Entity 3599 | Exercise / conversionStock Appreciation Rights · Derivative | 10,268 | $0.00 Strike: $8.14 | $0.00 |
DisclosureSEC source: 0001225208-16-041035 · doc4.xml · derivative · entry 8 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,268 shares Expires 2018-04-20 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. F6 · derivative.exercise_date: Date exercisable is December 9, 2013. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:58 UTC | American Airlines Group Inc. AAL · Entity 3599 | Exercise / conversionStock Appreciation Rights · Derivative | 25,164 | $0.00 Strike: $7.62 | $0.00 |
DisclosureSEC source: 0001225208-16-041035 · doc4.xml · derivative · entry 7 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,164 shares Expires 2019-04-11 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. F6 · derivative.exercise_date: Date exercisable is December 9, 2013. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:58 UTC | American Airlines Group Inc. AAL · Entity 3599 | SaleCommon Stock | 171,383 | $40.65 | $6,966,427.60 |
DisclosureSEC source: 0001225208-16-041035 · doc4.xml · nonDerivative · entry 6 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,044 F5 · price: The price reported is a weighted average. These shares were sold in multiple transactions at prices ranging from $40.5650 to $40.81 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:58 UTC | American Airlines Group Inc. AAL · Entity 3599 | Disposition to issuerCommon Stock | 10,268 | $40.68 | $417,702.24 |
DisclosureSEC source: 0001225208-16-041035 · doc4.xml · nonDerivative · entry 5 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,427 F2 · shares: Represents shares deemed to have been acquired and disposed of to the issuer upon the exercise of cash-settled stock appreciation rights. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:58 UTC | American Airlines Group Inc. AAL · Entity 3599 | Tax withholdingCommon Stock | 8,581 | $40.71 | $349,332.51 |
DisclosureSEC source: 0001225208-16-041035 · doc4.xml · nonDerivative · entry 4 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,695 F4 · shares: Shares withheld by the issuer to cover applicable withholding taxes related to the exercise of the stock-settled stock appreciation rights. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:58 UTC | American Airlines Group Inc. AAL · Entity 3599 | Disposition to issuerCommon Stock | 4,711 | $40.71 | $191,784.81 |
DisclosureSEC source: 0001225208-16-041035 · doc4.xml · nonDerivative · entry 3 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,276 F3 · shares: Shares disposed of to the issuer to cover the exercise price of the exercised stock-settled stock appreciation rights. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:58 UTC | American Airlines Group Inc. AAL · Entity 3599 | Exercise / conversionCommon Stock | 10,268 | $8.14 | $83,581.52 |
DisclosureSEC source: 0001225208-16-041035 · doc4.xml · nonDerivative · entry 2 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,987 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 · shares: Represents shares deemed to have been acquired and disposed of to the issuer upon the exercise of cash-settled stock appreciation rights. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:58 UTC | American Airlines Group Inc. AAL · Entity 3599 | Exercise / conversionCommon Stock | 25,164 | $7.62 | $191,749.68 |
DisclosureSEC source: 0001225208-16-041035 · doc4.xml · nonDerivative · entry 1 Nocella Andrew P · CIK 0001314824 · SVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,719 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 · shares: Shares acquired upon the exercise of stock-settled stock appreciation rights 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.