Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | VP & Chief Financial Officer | January 31, 2024 | February 02, 2024 |
| CLOROX CO /DE/CLX · Entity 3474 | Director | September 30, 2026 | October 03, 2026 |
| PACCAR INCPCAR · Entity 2226 | Director | October 01, 2026 | October 02, 2026 |
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Director | May 07, 2026 | May 11, 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.
CHEVRON CORP
Report date January 31, 2024 · Filed February 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,103 |
Ending reported balance
After 2024-01-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-01-31 · Exercise / conversion · Acquired 10,423 · Balance 16,563 F1: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Row 2 · 2024-01-31 · Disposition to issuer · Disposed 10,423 · Balance 6,140 Row 3 · 2024-01-31 · Tax withholding · Disposed 1,037 · Balance 5,103 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-01-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-01-31 · Exercise / conversion · Disposed 10,423 · Balance 0 F1: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. F2: During the vesting period, the restricted stock units accrued dividend equivalents in the form of additional restricted stock units. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) plan | 20,005 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 20,005 |
| Common StockSEC Table I · non-derivative | Indirectby Breber Family Trust | 28,321 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 28,321 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock.
F2: During the vesting period, the restricted stock units accrued dividend equivalents in the form of additional restricted stock units.
CLOROX CO /DE/
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,538.0181 |
Reported balance
After 2026-08-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-28 · Grant · Acquired 42.6144 · Balance 3,538.0181 F2: 1-for-1 F3: Deferred Stock Units acquired through dividend reinvestment during the fiscal year pursuant to the Independent Directors' Deferred Compensation Plan. F4: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,954.6333 |
Reported balance
After 2026-09-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-30 · Grant · Acquired 416.6152 · Balance 3,954.6333 F2: 1-for-1 F5: Receipt of Deferred Stock Units in lieu of receipt of quarterly director's fees. F4: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 18,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 18,000 F1: Indirectly owned through family trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Indirectly owned through family trust.
F2: 1-for-1
F3: Deferred Stock Units acquired through dividend reinvestment during the fiscal year pursuant to the Independent Directors' Deferred Compensation Plan.
F4: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director.
F5: Receipt of Deferred Stock Units in lieu of receipt of quarterly director's fees.
PACCAR INC
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,502.5604 |
Reported balance
After 2026-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-01 · Other · Acquired 454.7935 · Balance 4,502.5604 F1: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F2: Cash compensation deferred into phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for Non-Employee Directors (RSDCP). |
| Common StockSEC Table I · non-derivative | Direct | 13,015 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,015 |
| Stock Units (RSDCP)SEC Table II · derivative / convertible security | Direct | 4,200.6691 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,200.6691 F3: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director.
F2: Cash compensation deferred into phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for Non-Employee Directors (RSDCP).
F3: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions.
SOUTHWEST AIRLINES CO
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,537 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 4,108 · Balance 13,537 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 44,000 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 44,000 |
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 |
|---|---|---|---|---|---|---|
| March 02, 2015 Filed Mar 4, 2015 22:34 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 105 | $105.91 | $11,120.41 |
DisclosureSEC source: 0001127602-15-010119 · form4.xml · derivative · entry 1 Breber Pierre R · CIK 0001594960 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,611 Underlying: Common Stock · 105 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (156) under the Chevron Deferred Compensation Plan for Management Employees II. Read SEC document |
| January 28, 2015 Filed Jan 31, 2015 01:08 UTC | CHEVRON CORP CVX · Entity 2804 | GrantPhantom Stock Units · Derivative | 7,700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-003543 · form4.xml · derivative · entry 2 Breber Pierre R · CIK 0001594960 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,700 Underlying: Common Stock · 7,700 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units granted under the Chevron Corporation Long-Term Incentive Plan. Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. The phantom stock units are payable in cash upon vesting on January 28, 2018. F2 · derivative.exercise_date: Phantom stock units granted under the Chevron Corporation Long-Term Incentive Plan. Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. The phantom stock units are payable in cash upon vesting on January 28, 2018. F2 · derivative.expiration_date: Phantom stock units granted under the Chevron Corporation Long-Term Incentive Plan. Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. The phantom stock units are payable in cash upon vesting on January 28, 2018. Read SEC document |
| January 28, 2015 Filed Jan 31, 2015 01:08 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 86,300 | $0.00 Strike: $103.71 | $0.00 |
DisclosureSEC source: 0001127602-15-003543 · form4.xml · derivative · entry 1 Breber Pierre R · CIK 0001594960 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,300 Underlying: Common Stock · 86,300 shares Expires 2025-01-28 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| December 01, 2014 Filed Dec 3, 2014 19:53 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 100 | $111.73 | $11,173.00 |
DisclosureSEC source: 0001127602-14-034076 · form4.xml · derivative · entry 1 Breber Pierre R · CIK 0001594960 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,350 Underlying: Common Stock · 100 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (130) under the Chevron Deferred Compensation Plan for Management Employees II. Read SEC document |
| August 29, 2014 Filed Sep 3, 2014 18:30 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 86 | $129.45 | $11,133.08 |
DisclosureSEC source: 0001127602-14-027062 · form4.xml · derivative · entry 1 Breber Pierre R · CIK 0001594960 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,120 Underlying: Common Stock · 86 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (126) under the Chevron Deferred Compensation Plan for Management Employees II. Read SEC document |
| August 06, 2014 Filed Aug 8, 2014 19:37 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 8,335 | $0.00 Strike: $56.63 | $0.00 |
DisclosureSEC source: 0001127602-14-025031 · form4.xml · derivative · entry 4 Breber Pierre R · CIK 0001594960 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,665 Underlying: Common Stock · 8,335 shares Expires 2016-03-23 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. F3 · derivative.exercise_date: Option granted 3/23/2006. One-third of the shares subject to the option vested on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| August 06, 2014 Filed Aug 8, 2014 19:37 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 8,335 | $56.63 | $472,011.05 |
DisclosureSEC source: 0001127602-14-025031 · form4.xml · nonDerivative · entry 1 Breber Pierre R · CIK 0001594960 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,860 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 · balance_after: This number includes dividend equivalent accruals (9 shares). Read SEC document |
| June 02, 2014 Filed Jun 3, 2014 22:27 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 88 | $122.20 | $10,753.80 |
DisclosureSEC source: 0001127602-14-019825 · form4.xml · derivative · entry 1 Breber Pierre R · CIK 0001594960 · Vice President and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,908 Underlying: Common Stock · 88 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (127) under the Chevron Deferred Compensation Plan for Management Employees II. Read SEC document |
| March 03, 2014 Filed Mar 5, 2014 22:12 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 60 | $114.76 | $6,885.88 |
DisclosureSEC source: 0001127602-14-010311 · form4.xml · derivative · entry 1 Breber Pierre R · CIK 0001594960 · Vice President and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,693 Underlying: Common Stock · 60 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. Read SEC document |
| January 29, 2014 Filed Jan 31, 2014 17:51 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 45,000 | $0.00 Strike: $116.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003617 · form4.xml · derivative · entry 1 Breber Pierre R · CIK 0001594960 · Vice President and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 45,000 shares Expires 2024-01-29 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| January 26, 2014 Filed Jan 28, 2014 19:25 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionPhantom Stock Units · Derivative | 5,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-14-003087 · form4.xml · derivative · entry 5 Breber Pierre R · CIK 0001594960 · Vice President and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,600 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. F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. On January 26, 2014, the reporting person's units vested and were settled in cash. F1 · price: Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. On January 26, 2014, the reporting person's units vested and were settled in cash. F1 · derivative.exercise_date: Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. On January 26, 2014, the reporting person's units vested and were settled in cash. F1 · derivative.expiration_date: Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. On January 26, 2014, the reporting person's units vested and were settled in cash. Read SEC document |
| January 26, 2014 Filed Jan 28, 2014 19:25 UTC | CHEVRON CORP CVX · Entity 2804 | Disposition to issuerCommon Stock | 5,600 | $116.29 | $651,224.00 |
DisclosureSEC source: 0001127602-14-003087 · form4.xml · nonDerivative · entry 2 Breber Pierre R · CIK 0001594960 · Vice President and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516 Read SEC document |
| January 26, 2014 Filed Jan 28, 2014 19:25 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 5,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-14-003087 · form4.xml · nonDerivative · entry 1 Breber Pierre R · CIK 0001594960 · Vice President and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,116 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 · price: Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. On January 26, 2014, the reporting person's units vested and were settled in cash. 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.