Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DAVITA INC.DVA · Entity 3482 | Director | August 15, 2026 | August 18, 2026 |
| HERSHEY COHSY · Entity 795 | Director | April 01, 2024 | June 17, 2024 |
| IRON MOUNTAIN INCIRM · Entity 517 | Director | May 12, 2026 | May 13, 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.
DAVITA INC.
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,223 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Grant · Acquired 278 · Balance 27,223 |
HERSHEY CO
Report date April 01, 2024 · Filed June 17, 2024 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,888.268 |
Reported balance
After 2024-04-01 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2024-04-01 · Grant · Acquired 87.097 · Balance 15,888.268 F1: The original Form 4, filed on April 3, 2024, inadvertently over-reported the number of shares acquired and beneficially owned by the reporting person on April 1, 2024 by 133.065 shares. As properly reported in this amendment, the reporting person acquired 87.097 shares on April 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The original Form 4, filed on April 3, 2024, inadvertently over-reported the number of shares acquired and beneficially owned by the reporting person on April 1, 2024 by 133.065 shares. As properly reported in this amendment, the reporting person acquired 87.097 shares on April 1, 2024.
IRON MOUNTAIN INC
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 40,196 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Sale · Disposed 1,892 · Balance 40,196 F1: The transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2025.
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 |
|---|---|---|---|---|---|---|
| April 01, 2019 Filed Apr 3, 2019 13:15 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 339.525 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-014368 · form4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,524.692 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 9.387 shares acquired on March 15, 2019, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 00:27 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000037 · wf-form4_155433761369514.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,808 Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 17:08 UTC | HERSHEY CO HSY · Entity 795 | Tax withholdingCommon Stock | 1 | $107.18 | $107.18 |
DisclosureSEC source: 0001127602-19-000492 · form4.xml · nonDerivative · entry 2 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,175.78 Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 17:08 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 363.713 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-000492 · form4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,176.78 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 9.605 shares acquired on December 14, 2018, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| December 31, 2018 Filed Jan 4, 2019 00:15 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000015 · wf-form4_154656093148294.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,371 Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 17:31 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 380.237 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-028931 · form4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,803.462 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 10.231 shares acquired on September 14, 2018, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 17:58 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 332 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000185 · wf-form4_153850309666488.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,909 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 13:00 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 413.466 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-022382 · form4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,412.994 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 9.433 shares acquired on June 15, 2018, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 23:36 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000147 · wf-form4_153066098578172.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,577 Read SEC document |
| June 14, 2018 Filed Jun 19, 2018 01:09 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 4,413 | $0.01 | $44.13 |
DisclosureSEC source: 0001104659-18-040906 · a4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,222 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on June 14, 2018. The RSUs vest on the grant date. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 22:43 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 24,000 | $0.00 Strike: $65.08 | $0.00 |
DisclosureSEC source: 0000927066-18-000130 · wf-form4_152875697380183.xml · derivative · entry 4 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,000 shares Expires 2018-06-17 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 |
| June 07, 2018 Filed Jun 11, 2018 22:43 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 1,264 | $68.76 | $86,917.57 |
DisclosureSEC source: 0000927066-18-000130 · wf-form4_152875697380183.xml · nonDerivative · entry 3 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,235 F1 · price: Represents the weighted average sale price of $68.7639. The range of prices for the sale of these shares was $68.7300 - $68.8400 rounded to the nearest ten-thousandths. The reporting person undertakes to provide upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 22:43 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 22,736 | $68.70 | $1,561,963.20 |
DisclosureSEC source: 0000927066-18-000130 · wf-form4_152875697380183.xml · nonDerivative · entry 2 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,499 Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 22:43 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 24,000 | $65.08 | $1,561,920.00 |
DisclosureSEC source: 0000927066-18-000130 · wf-form4_152875697380183.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,235 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 |
| May 15, 2018 Filed May 17, 2018 23:04 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 7,165 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-18-000091 · wf-form4_152659828478829.xml · derivative · entry 2 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,165 Underlying: Common Stock · 7,165 shares Expires 2023-05-15 Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 19:16 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 394.081 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-013628 · form4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,990.095 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 8.627 shares acquired on March 15, 2018, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| March 31, 2018 Filed Apr 4, 2018 01:54 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 360 | $65.94 | $23,738.40 |
DisclosureSEC source: 0000927066-18-000046 · wf-form4_152280685319295.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,235 Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 15:52 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 339.466 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000359 · form4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,587.387 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 7.575 shares acquired on December 15, 2017, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| December 31, 2017 Filed Jan 4, 2018 00:51 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 329 | $72.25 | $23,770.25 |
DisclosureSEC source: 0000927066-18-000011 · wf-form4_151502708276009.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,875 Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 12:40 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 345.941 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028724 · form4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,240.346 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 8.357 shares acquired on September 15, 2017, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 16:22 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000067 · wf-form4_150704775616484.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,546 Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 15:10 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 349.748 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-022641 · form4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,886.048 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 6.743 shares acquired on June 15, 2017, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:44 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000041 · wf-form4_149929828602427.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,146 Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 22:30 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 7,178 | $0.00 Strike: $13.23 | $0.00 |
DisclosureSEC source: 0000927066-17-000017 · wf-form4_149799779140398.xml · derivative · entry 2 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,178 Underlying: Common Stock · 7,178 shares Expires 2022-06-16 Read SEC document |
| May 24, 2017 Filed May 26, 2017 22:41 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 3,879 | $0.01 | $38.79 |
DisclosureSEC source: 0001104659-17-035801 · a4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,809 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 24, 2017. The RSUs vest on the grant date. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 13:59 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 343.249 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013683 · form4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,529.557 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 7.943 shares acquired on March 15, 2017, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 22:38 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005681 · edgar.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,779 Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 19:09 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 362.249 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000075 · form4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,178.365 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 8.586 shares acquired on December 15, 2016, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 00:15 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000379 · edgar.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,430 Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 17:35 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 354.815 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063911 · form4.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,807.53 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 8.504 shares acquired on September 15, 2016, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| September 30, 2016 Filed Oct 5, 2016 00:15 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-030395 · edgar.xml · nonDerivative · entry 1 Arway Pamela M · CIK 0001464822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,060 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.