Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | EVP & President, CVS Pharmacy | April 01, 2019 | April 03, 2019 |
| SYSCO CORPSYY · Entity 2003 | Director · Chair and CEO | September 01, 2026 | September 03, 2026 |
| TAPESTRY, INC.TPR · Entity 2309 | Director | November 13, 2025 | November 14, 2025 |
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.
CVS HEALTH Corp
Report date April 01, 2019 · Filed April 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,237 |
Reported balance
After 2019-04-01 transaction · row 1
1 source rowRow 1 · 2019-04-01 · Tax withholding · Disposed 1,109 · Balance 15,237 F1: Surrender of shares in payment of withholding taxes due upon the vesting of a stock award under an incentive compensation plan. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $54.19 · Expires 2029-04-01 | Direct | 202,007 |
Reported balance
After 2019-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-04-01 · Grant · Acquired 202,007 · Balance 202,007 F2: Option becomes exercisable in four equal annual installments, commencing 4/1/2020. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $74.29 · Expires 2021-04-01 | Direct | 9,442 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 9,442 F3: Option became exercisable in four equal annual installments beginning on 4/1/2015. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $102.26 · Expires 2022-04-01 | Direct | 17,822 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 17,822 F4: Option became exercisable in four equal annual installments beginning on 4/1/2016. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $104.82 · Expires 2023-04-01 | Direct | 17,611 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 17,611 F5: Option became exercisable in four equal annual installments beginning on 4/1/2017. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $78.05 · Expires 2024-04-03 | Direct | 30,169 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 30,169 F6: Option became exercisable in four equal annual installments beginning on 4/3/2018. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $62.21 · Expires 2025-04-01 | Direct | 87,575 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 87,575 F7: Option became exercisable in four equal annual installments, commencing 4/1/2019. |
| Common Stock (restricted)SEC Table I · non-derivative | Direct | 6,911 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,911 |
Filing footnotes · ownership attribution and instrument terms
F1: Surrender of shares in payment of withholding taxes due upon the vesting of a stock award under an incentive compensation plan.
F2: Option becomes exercisable in four equal annual installments, commencing 4/1/2020.
F3: Option became exercisable in four equal annual installments beginning on 4/1/2015.
F4: Option became exercisable in four equal annual installments beginning on 4/1/2016.
F5: Option became exercisable in four equal annual installments beginning on 4/1/2017.
F6: Option became exercisable in four equal annual installments beginning on 4/3/2018.
F7: Option became exercisable in four equal annual installments, commencing 4/1/2019.
SYSCO CORP
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 552,923.393 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 84,581 · Balance 552,923.393 F1: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2: One-third of the restricted stock units shall vest in equal installments on 09/01/2027, 09/01/2028 and 09/01/2029, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan.
F2: One-third of the restricted stock units shall vest in equal installments on 09/01/2027, 09/01/2028 and 09/01/2029, respectively.
TAPESTRY, INC.
Report date November 13, 2025 · Filed November 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,347 |
Reported balance
After 2025-11-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-11-13 · Grant · Acquired 1,985 · Balance 7,347 F1: All of these securities acquired were received in the form of unvested restricted stock units issued under the Issuer's Stock Incentive Plan. These securities will vest on November 13, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: All of these securities acquired were received in the form of unvested restricted stock units issued under the Issuer's Stock Incentive Plan. These securities will vest on November 13, 2026.
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 28, 2019 Filed Mar 1, 2019 22:52 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 4,489 | $57.83 | $259,598.87 |
DisclosureSEC source: 0001127602-19-009282 · form4.xml · nonDerivative · entry 1 Hourican Kevin · CIK 0001741853 · EVP & President, CVS Pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of restricted stock awards under the Issuer's 2017 Incentive Compensation Plan and its Long-Term Incentive Plan. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 20:37 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 4,426 | $0.00 Strike: $54.53 | $0.00 |
DisclosureSEC source: 0001127602-18-026463 · form4.xml · derivative · entry 4 Hourican Kevin · CIK 0001741853 · EVP & President, CVS Pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,426 shares Expires 2020-04-01 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 · derivative.exercise_date: Option became exercisable in four equal annual installments beginning on 4/1/2014. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 20:37 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 8,564 | $75.00 | $642,300.00 |
DisclosureSEC source: 0001127602-18-026463 · form4.xml · nonDerivative · entry 2 Hourican Kevin · CIK 0001741853 · EVP & President, CVS Pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,571 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 20:37 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 4,426 | $54.53 | $241,349.78 |
DisclosureSEC source: 0001127602-18-026463 · form4.xml · nonDerivative · entry 1 Hourican Kevin · CIK 0001741853 · EVP & President, CVS Pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,135 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.