Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amcor plcAMCR · Entity 3245 | Director | December 01, 2025 | December 03, 2025 |
| REALTY INCOME CORPO · Entity 3009 | Director | May 18, 2018 | May 21, 2018 |
| VIVMARK RESIDENTIALVMRK · Entity 499 | Director · Chairman of the Board | August 17, 2026 | August 20, 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.
Amcor plc
Report date December 01, 2025 · Filed December 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 396,727 |
Reported balance
After 2025-12-02 transaction · row 1
1 source rowRow 1 · 2025-12-02 · Exercise / conversion · Acquired 9,317 · Balance 396,727 F1: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-12-02 · Exercise / conversion · Disposed 9,317 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. F2: The restricted stock units vest December 2, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-12-01 | Direct | 19,907 |
Reported balance
After 2025-12-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-01 · Grant · Acquired 19,907 · Balance 19,907 F1: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Trust | 10,000 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units.
F2: The restricted stock units vest December 2, 2025.
REALTY INCOME CORP
Report date May 18, 2018 · Filed May 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,000 |
Reported balance
After 2018-05-18 transaction · row 1
1 source rowRow 1 · 2018-05-18 · Grant · Acquired 4,000 · Balance 20,000 F1: Shares were granted through an incentive plan, no consideration was paid. Shares vest over a three year period. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were granted through an incentive plan, no consideration was paid. Shares vest over a three year period.
VIVMARK RESIDENTIAL
Report date August 17, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 20,773 |
Reported balance
After 2026-08-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-17 · Grant · Acquired 2,620 · Balance 20,773 F1: Represents restricted shares granted for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders, which are scheduled to vest on August 17, 2027. F2: Direct total includes restricted shares of Vivmark Residential (formerly known as Equity Residential)scheduled to vest in the future. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectSERP Account | 29,799 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 29,799 F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares granted for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders, which are scheduled to vest on August 17, 2027.
F2: Direct total includes restricted shares of Vivmark Residential (formerly known as Equity Residential)scheduled to vest in the future.
F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BERRY GLOBAL GROUP, INC.
Report date April 30, 2025 · Filed May 02, 2025
Section 16 reporting ended · disclosed 2025-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 1
1 source rowRow 1 · 2025-04-30 · Disposition to issuer · Disposed 33,608 · Balance 0 F1: On April 30, 2025, the previously announced acquisition of the Issuer was completed pursuant to the terms of the Agreement and Plan of Merger, dated as of November 19, 2024 (the "Merger Agreement"), by and among the Issuer, Amcor plc ("Amcor") and Aurora Spirit, Inc. At the effective time of the merger (the "Effective Time"), each share of the Issuer's common stock outstanding immediately prior to the Effective Time (excluding shares held by the Issuer as treasury stock immediately prior to the Effective Time) was automatically converted into the right to receive 7.25 Amcor ordinary shares and, if applicable, cash in lieu of fractional shares, less any applicable withholding taxes and without interest. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-30 · Disposition to issuer · Disposed 4,044 · Balance 0 F2: Each time-vesting restricted stock unit award of the Issuer (a "RSU Award") that was vested or became vested as of the Effective Time (a "Vested RSU Award") was cancelled and converted into the right to receive (i) the number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Vested RSU Award immediately prior to the Effective Time, and (b) 7.25, less applicable tax withholding, and (ii) a cash amount equal to the Issuer's dividend equivalent rights ("DERs") corresponding to the Vested RSU Award, less applicable tax withholding. F3: Each RSU Award that was unvested as of the Effective Time (a "Unvested RSU Award") was cancelled and converted into (i) a time-based restricted stock unit award of Amcor (an "Amcor RSU Award"), relating to a number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Unvested RSU Award, and (b) 7.25, and (ii) an amount in restricted cash equal to the amount that is accrued but unpaid as of the Effective Time with respect to the DERs corresponding to each such Unvested RSU Award. The resulting Amcor RSU Award and restricted cash payment is subject to the same terms and conditions that applied to the corresponding Unvested RSU Award and DER as of immediately prior to the Effective Time. |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-30 · Disposition to issuer · Disposed 52,575 · Balance 0 F4: Each vested stock option award of the Issuer outstanding as of the Effective Time and each unvested stock option of the Issuer that otherwise would have vested within the 12 month period following the Effective Time (a "Vested Option") was cancelled and converted into the right to receive (i) a number of Amcor ordinary shares, rounded down to the nearest whole number of shares and less applicable tax withholding, equal to the quotient of (a) the product of (1) the excess, if any, of the merger consideration value over the per share exercise price of the applicable Vested Option, multiplied by (2) the number of shares of the Issuer's common stock subject to the Vested Option, divided by (b) the volume weighted average price (in U.S. dollars) of an Amcor ordinary share over the five (5) business days prior to April 30, 2025 and (ii) a cash amount equal to the amount that is accrued but unpaid as of the Effective Time with respect to any DERs that corresponded to each such Vested Option. F5: Also at the Effective Time, any Vested Option with an exercise price that was equal to or greater than the merger consideration value was cancelled without consideration other than any accrued but unpaid DERs. Each stock option award of the Issuer outstanding as of the Effective Time that was not a Vested Option (an "Unvested Option") was assumed by Amcor and converted into (i) an Amcor stock option award (an "Amcor Converted Option") (a) with respect to a number of Amcor ordinary shares, rounded down to the nearest share, equal to the product of (1) the number of shares of the Issuer's common stock subject to the corresponding Unvested Option, multiplied by (2) 7.25, and (b) with an exercise price per Amcor ordinary share that is equal to the quotient of (x) the exercise price per share of the Issuer's common stock subject to the corresponding Unvested Option immediately prior to the Effective Time, divided by (y) 7.25 (rounded up to the nearest cent) and F6: (ii) an amount in restricted cash equal to the value of any DERs that were accrued and unpaid as of the Effective Time with respect to each such Unvested Option. The resulting Amcor Converted Option and restricted cash payment is subject to the same terms and conditions (excluding the right to receive future dividend equivalents in excess of the accrued, but unpaid, DERs) that applied to the corresponding Unvested Option and DER as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 30, 2025, the previously announced acquisition of the Issuer was completed pursuant to the terms of the Agreement and Plan of Merger, dated as of November 19, 2024 (the "Merger Agreement"), by and among the Issuer, Amcor plc ("Amcor") and Aurora Spirit, Inc. At the effective time of the merger (the "Effective Time"), each share of the Issuer's common stock outstanding immediately prior to the Effective Time (excluding shares held by the Issuer as treasury stock immediately prior to the Effective Time) was automatically converted into the right to receive 7.25 Amcor ordinary shares and, if applicable, cash in lieu of fractional shares, less any applicable withholding taxes and without interest.
F2: Each time-vesting restricted stock unit award of the Issuer (a "RSU Award") that was vested or became vested as of the Effective Time (a "Vested RSU Award") was cancelled and converted into the right to receive (i) the number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Vested RSU Award immediately prior to the Effective Time, and (b) 7.25, less applicable tax withholding, and (ii) a cash amount equal to the Issuer's dividend equivalent rights ("DERs") corresponding to the Vested RSU Award, less applicable tax withholding.
F3: Each RSU Award that was unvested as of the Effective Time (a "Unvested RSU Award") was cancelled and converted into (i) a time-based restricted stock unit award of Amcor (an "Amcor RSU Award"), relating to a number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Unvested RSU Award, and (b) 7.25, and (ii) an amount in restricted cash equal to the amount that is accrued but unpaid as of the Effective Time with respect to the DERs corresponding to each such Unvested RSU Award. The resulting Amcor RSU Award and restricted cash payment is subject to the same terms and conditions that applied to the corresponding Unvested RSU Award and DER as of immediately prior to the Effective Time.
F4: Each vested stock option award of the Issuer outstanding as of the Effective Time and each unvested stock option of the Issuer that otherwise would have vested within the 12 month period following the Effective Time (a "Vested Option") was cancelled and converted into the right to receive (i) a number of Amcor ordinary shares, rounded down to the nearest whole number of shares and less applicable tax withholding, equal to the quotient of (a) the product of (1) the excess, if any, of the merger consideration value over the per share exercise price of the applicable Vested Option, multiplied by (2) the number of shares of the Issuer's common stock subject to the Vested Option, divided by (b) the volume weighted average price (in U.S. dollars) of an Amcor ordinary share over the five (5) business days prior to April 30, 2025 and (ii) a cash amount equal to the amount that is accrued but unpaid as of the Effective Time with respect to any DERs that corresponded to each such Vested Option.
F5: Also at the Effective Time, any Vested Option with an exercise price that was equal to or greater than the merger consideration value was cancelled without consideration other than any accrued but unpaid DERs. Each stock option award of the Issuer outstanding as of the Effective Time that was not a Vested Option (an "Unvested Option") was assumed by Amcor and converted into (i) an Amcor stock option award (an "Amcor Converted Option") (a) with respect to a number of Amcor ordinary shares, rounded down to the nearest share, equal to the product of (1) the number of shares of the Issuer's common stock subject to the corresponding Unvested Option, multiplied by (2) 7.25, and (b) with an exercise price per Amcor ordinary share that is equal to the quotient of (x) the exercise price per share of the Issuer's common stock subject to the corresponding Unvested Option immediately prior to the Effective Time, divided by (y) 7.25 (rounded up to the nearest cent) and
F6: (ii) an amount in restricted cash equal to the value of any DERs that were accrued and unpaid as of the Effective Time with respect to each such Unvested Option. The resulting Amcor Converted Option and restricted cash payment is subject to the same terms and conditions (excluding the right to receive future dividend equivalents in excess of the accrued, but unpaid, DERs) that applied to the corresponding Unvested Option and DER as of immediately prior to the Effective 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 |
|---|---|---|---|---|---|---|
| November 25, 2019 Filed Nov 26, 2019 22:48 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right to Buy) · Derivative | 11,500 | $0.00 Strike: $45.60 | $0.00 |
DisclosureSEC source: 0001567619-19-022324 · doc1.xml · derivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,500 Underlying: Common Stock · 11,500 shares Expires 2029-11-24 F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Option fully vested. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 20:29 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-023215 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,997 F1 · shares: Represents restricted shares granted for prospective service from the 2019 Annual Meeting of Shareholders to the 2020 Annual Meeting of Shareholders which are scheduled to vest on June 27, 2020. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 16:05 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right To Buy) · Derivative | 8,000 | $0.00 Strike: $49.90 | $0.00 |
DisclosureSEC source: 0001567619-19-002437 · doc1.xml · derivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 Underlying: Common Stock · 8,000 shares Expires 2029-02-04 F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Option fully vested. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 16:00 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right To Buy) · Derivative | 8,000 | $0.00 Strike: $49.90 | $0.00 |
DisclosureSEC source: 0001567619-19-002435 · doc1.xml · derivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 Underlying: Common Stock · 8,000 shares Expires 2029-02-04 F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Option fully vested. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 20:32 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,843 | $54.23 | $99,945.89 |
DisclosureSEC source: 0001127602-18-025593 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,390 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 20:31 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021175 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,538 F1 · shares: Represents restricted shares granted for prospective service from the 2018 Annual Meeting of Shareholders to the 2019 Annual Meeting of Shareholders which are scheduled to vest on June 14, 2019. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| May 18, 2018 Filed May 21, 2018 21:30 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-18-000062 · edgardoc.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · price: Shares were granted through an incentive plan, no consideration was paid. Shares vest over a three year period. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 22:04 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right To Buy) · Derivative | 6,500 | $0.00 Strike: $54.33 | $0.00 |
DisclosureSEC source: 0001140361-18-007233 · doc1.xml · derivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,000 Underlying: Common Stock · 6,500 shares Expires 2028-02-08 F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Option fully vested. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:33 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021759 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,066 F1 · shares: Represents restricted shares granted for prospective service from the 2017 Annual Meeting of Shareholders to the 2018 Annual Meeting of Shareholders which are scheduled to vest on June 15, 2018. F2 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| May 16, 2017 Filed May 16, 2017 21:44 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-17-000064 · edgardoc.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 F1 · price: Shares were granted through an incentive plan, no consideration was paid. Shares vest over a three year period. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:18 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,894 | $52.79 | $99,984.26 |
DisclosureSEC source: 0001127602-17-009253 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,074 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 20:50 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $49.53 | $0.00 |
DisclosureSEC source: 0001140361-17-005381 · doc1.xml · derivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,500 Underlying: Common Stock · 7,500 shares Expires 2027-02-06 F1 · derivative.exercise_date: Granted under the 2015 Long-term Incentive Plan. Options fully vested. 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.