Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASTRONICS CORPATRO · Entity 4200 | Director | May 31, 2022 | May 31, 2022 |
| Air Products & Chemicals, Inc.APD · Entity 2983 | Director | September 30, 2026 | October 01, 2026 |
| BORGWARNER INCBWA · Entity 3425 | EVP, CAO, Gen Counsel & Sec | August 24, 2026 | August 25, 2026 |
| PHINIA INC.PHIN · Entity 4362 | Director | June 13, 2023 | June 13, 2023 |
| W. P. Carey Inc.WPC · Entity 3333 | Director | July 01, 2026 | July 02, 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.
ASTRONICS CORP
Report date May 31, 2022 · Filed May 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $.01 PV Com StkSEC Table I · non-derivative | Direct | 15,730 |
Reported balance
After 2022-05-31 transaction · row 1
1 source rowRow 1 · 2022-05-31 · Exercise / conversion · Acquired 3,380 · Balance 15,730 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-31 · Exercise / conversion · Disposed 3,380 · Balance 0 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2: These restricted stock units are scheduled to vest 100% on May 23, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
F2: These restricted stock units are scheduled to vest 100% on May 23, 2022.
Air Products & Chemicals, Inc.
Report date September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,132.3449 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 20.1763 · Balance 3,132.3449 F1: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2: Not applicable to this security F3: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan.
F2: Not applicable to this security
F3: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance.
BORGWARNER INC
Report date August 24, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,831 |
Reported balance
After 2026-08-24 transaction · row 1
1 source rowRow 1 · 2026-08-24 · Sale · Disposed 22,000 · Balance 73,831 F1: The price in Column 4 is a weighted average price. The actual prices received ranged from $65.86 to $66.65. The reporting person has provided to the issuer, and will provide to 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 for all transactions reported in this Form 4 utilizing an average weighted price. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. The actual prices received ranged from $65.86 to $66.65. The reporting person has provided to the issuer, and will provide to 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 for all transactions reported in this Form 4 utilizing an average weighted price.
PHINIA INC.
Report date June 13, 2023 · Filed June 13, 2023
This filing explicitly reported no securities owned.
W. P. Carey Inc.
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,096 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 2,824 · Balance 17,096 F1: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.
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 25, 2019 Filed Feb 26, 2019 15:48 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 12,000 | $41.93 | $503,185.20 |
DisclosureSEC source: 0001225208-19-003630 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,065.94 Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:37 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 11,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003064 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,065.94 F1 · shares: The shares will vest 50% on February 28, 2021 and 100% on February 28, 2022. Read SEC document |
| February 03, 2019 Filed Feb 6, 2019 22:29 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 6,506 | $41.03 | $266,908.65 |
DisclosureSEC source: 0001225208-19-001888 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,065.89 F1 · kind: Shares withheld for taxes on restricted stock vesting. Read SEC document |
| July 30, 2018 Filed Jul 31, 2018 20:26 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 4,590 | $46.01 | $211,176.26 |
DisclosureSEC source: 0001140361-18-034542 · doc1.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,981.89 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $46.00 to $46.02. The reporting person has provided to the issuer, and will provide to 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 for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 19:28 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 6,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002301 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,571.89 F1 · shares: The shares will vest 50% on February 28, 2020 and 100% on February 28, 2021. Read SEC document |
| February 03, 2018 Filed Feb 6, 2018 15:21 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 1,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002178 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,977.89 Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 20:03 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 3,000 | $44.99 | $134,984.70 |
DisclosureSEC source: 0001225208-17-014291 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,120.29 Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 15:11 UTC | BORGWARNER INC BWA · Entity 3425 | OtherCommon Stock | 5,798.743 | $41.95 | $243,234.07 |
DisclosureSEC source: 0001225208-17-006038 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401k Disclosed balance after: 5,798.743 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:37 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 7,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002710 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · VP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,120.29 F1 · shares: The shares will vest 50% on February 28, 2019 and 100% on February 28, 2020. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 13:29 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 1,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002486 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · VP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,936 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.