Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AleAnna, Inc.ANNA · Entity 6632 | Director | April 13, 2026 | April 16, 2026 |
| Bluescape Opportunities Acquisition Corp.BOAC · Entity 120653 | Director | October 27, 2020 | October 27, 2020 |
| Cushman & Wakefield Ltd.CWK · Entity 4196 | See Remarks | September 06, 2020 | September 09, 2020 |
| OSHKOSH CORPOSK · Entity 3573 | Director | May 12, 2026 | May 13, 2026 |
| Verde Clean Fuels, Inc.VGAS · Entity 7115 | Director | August 13, 2026 | August 14, 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.
AleAnna, Inc.
Report date April 13, 2026 · Filed April 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 132,980 |
Reported balance
After 2026-04-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-13 · Grant · Acquired 38,549 · Balance 132,980 F1: Represents restricted stock units ("RSUs") granted by AleAnna, Inc. (the "Issuer") to the reporting person pursuant to the AleAnna, Inc. 2025 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock of the Issuer or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Issuer's Board of Directors. The RSUs vest on the earlier of (i) the one year anniversary of the date of grant or (ii) the next annual meeting of stockholders, provided that such annual meeting of the stockholders occurs at least 52 weeks following the prior annual meeting of the stockholders, and further provided that the reporting person is employed by or providing services to the Issuer on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted by AleAnna, Inc. (the "Issuer") to the reporting person pursuant to the AleAnna, Inc. 2025 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock of the Issuer or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Issuer's Board of Directors. The RSUs vest on the earlier of (i) the one year anniversary of the date of grant or (ii) the next annual meeting of stockholders, provided that such annual meeting of the stockholders occurs at least 52 weeks following the prior annual meeting of the stockholders, and further provided that the reporting person is employed by or providing services to the Issuer on such date.
Bluescape Opportunities Acquisition Corp.
Report date October 27, 2020 · Filed October 27, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-10-27 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-248551) under the heading "Description of Securities--Founder Shares", the Class B ordinary shares, par value $0.0001 per share, will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-248551) under the heading "Description of Securities--Founder Shares", the Class B ordinary shares, par value $0.0001 per share, will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date.
Cushman & Wakefield Ltd.
Report date September 06, 2020 · Filed September 09, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Duncan Palmer Revocable Trust U/A/D 10/16/17 | 91,696.5 |
Reported balance
After 2020-09-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-09-06 · Exercise / conversion · Acquired 13,865.75 · Balance 91,696.5 F1: Reporting person is the trustee of the trust. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | IndirectBy Duncan Palmer Revocable Trust U/A/D 10/16/17 | 27,731.5 |
Reported balance
After 2020-09-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-09-06 · Exercise / conversion · Disposed 13,865.75 · Balance 27,731.5 F2: Each restricted stock unit represents the right to acquire one ordinary share of Cushman & Wakefield plc. F3: RSUs were granted on October 11, 2018 and vest in four substantially equal annual installments beginning on September 6, 2019. F1: Reporting person is the trustee of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person is the trustee of the trust.
F2: Each restricted stock unit represents the right to acquire one ordinary share of Cushman & Wakefield plc.
F3: RSUs were granted on October 11, 2018 and vest in four substantially equal annual installments beginning on September 6, 2019.
OSHKOSH CORP
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,684.07 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Sale · Disposed 505 · Balance 39,684.07 F1: Shares were sold pursuant to a Rule 10b5-1 plan adopted on February 3, 2026, with the sale proceeds to be used to satisfy Mr. Palmer's estimated income tax obligations associated with the shares received on May 5, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were sold pursuant to a Rule 10b5-1 plan adopted on February 3, 2026, with the sale proceeds to be used to satisfy Mr. Palmer's estimated income tax obligations associated with the shares received on May 5, 2026.
Verde Clean Fuels, Inc.
Report date August 13, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 176,911 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Grant · Acquired 155,246 · Balance 176,911 F1: Represents restricted stock units ("RSUs") subject to vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") subject to vesting conditions.
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 19, 2018 Filed Nov 21, 2018 16:59 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 95.76 | $66.09 | $6,328.78 |
DisclosureSEC source: 0000775158-18-000153 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,536.49 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| October 11, 2018 Filed Oct 12, 2018 20:32 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | GrantRestricted Stock Units · Derivative | 55,463 | $0.00 | $0.00 |
DisclosureSEC source: 0000903423-18-000554 · ownership.xml · derivative · entry 1 Palmer Duncan · CIK 0001411587 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 55,463 Underlying: Common Stock · 55,463 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units (RSUs) granted under the Cushman & Wakefield plc 2018 Omnibus Management Share and Cash Incentive Plan convert into an equal number of ordinary shares of common stock. F2 · derivative.exercise_date: On October 11, 2018, the reporting person was granted 55,463 RSUs which will vest and settle in four (4) substantially equal installments on each of the first four (4) anniversaries of September 6, 2018, subject, with certain limited exceptions, to the reporting person's continuing employment through each such vesting date. F2 · derivative.expiration_date: On October 11, 2018, the reporting person was granted 55,463 RSUs which will vest and settle in four (4) substantially equal installments on each of the first four (4) anniversaries of September 6, 2018, subject, with certain limited exceptions, to the reporting person's continuing employment through each such vesting date. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 17:48 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 80.98 | $69.23 | $5,606.25 |
DisclosureSEC source: 0000775158-18-000095 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,440.73 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| May 14, 2018 Filed May 15, 2018 18:01 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 74.74 | $74.77 | $5,588.31 |
DisclosureSEC source: 0000775158-18-000060 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,359.75 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 20:15 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 64.69 | $86.15 | $5,573.04 |
DisclosureSEC source: 0000775158-18-000020 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,285.01 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 18:52 UTC | OSHKOSH CORP OSK · Entity 3573 | Exercise / conversionOptions · Derivative | 1,500 | $0.00 Strike: $30.05 | $0.00 |
DisclosureSEC source: 0000775158-18-000008 · edgar.xml · derivative · entry 3 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2018-07-18 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 · security: Option (right to buy) granted pursuant to the Company's Stock Plan. F3 · derivative.exercise_date: Options vest in one-third (1/3) annual increments commencing on 7/18/2012. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 18:52 UTC | OSHKOSH CORP OSK · Entity 3573 | SaleCommon Stock | 1,500 | $91.93 | $137,895.00 |
DisclosureSEC source: 0000775158-18-000008 · edgar.xml · nonDerivative · entry 2 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,595.32 Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 18:52 UTC | OSHKOSH CORP OSK · Entity 3573 | Exercise / conversionCommon Stock | 1,500 | $30.05 | $45,075.00 |
DisclosureSEC source: 0000775158-18-000008 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,095.32 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 · shares: Reporting Person completed a cashless exercise of OSK stock options granted in 2011 and due to expire on July 18, 2018. Read SEC document |
| February 01, 2018 Filed Feb 8, 2018 16:48 UTC | OSHKOSH CORP OSK · Entity 3573 | Exercise / conversionOptions · Derivative | 1,500 | $0.00 Strike: $30.05 | $0.00 |
DisclosureSEC source: 0000775158-18-000016 · edgar.xml · derivative · entry 3 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2018-07-18 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 · security: Option (right to buy) granted pursuant to the Company's Stock Plan. F3 · derivative.exercise_date: Options vest in one-third (1/3) annual increments commencing on 7/18/2012. Read SEC document |
| February 01, 2018 Filed Feb 8, 2018 16:48 UTC | OSHKOSH CORP OSK · Entity 3573 | SaleCommon Stock | 1,500 | $91.93 | $137,895.00 |
DisclosureSEC source: 0000775158-18-000016 · edgar.xml · nonDerivative · entry 2 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,595.32 Read SEC document |
| February 01, 2018 Filed Feb 8, 2018 16:48 UTC | OSHKOSH CORP OSK · Entity 3573 | Exercise / conversionCommon Stock | 1,500 | $30.05 | $45,075.00 |
DisclosureSEC source: 0000775158-18-000016 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,095.32 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 · shares: Reporting Person completed a cashless exercise of OSK stock options granted in 2011 and due to expire on July 18, 2018. Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 19:12 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 61.1 | $84.60 | $5,169.06 |
DisclosureSEC source: 0000775158-17-000168 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,595.32 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 19:38 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 61.46 | $73.38 | $4,509.93 |
DisclosureSEC source: 0000775158-17-000092 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,534.22 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| May 12, 2017 Filed May 16, 2017 19:24 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 68.71 | $65.41 | $4,494.32 |
DisclosureSEC source: 0000775158-17-000060 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,472.76 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 17:07 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 65.57 | $68.33 | $4,480.40 |
DisclosureSEC source: 0000775158-17-000023 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,404.05 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:13 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 2,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000775158-17-000006 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,338.48 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2017 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 20:05 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 60.57 | $66.74 | $4,042.44 |
DisclosureSEC source: 0000775158-16-000391 · edgar.xml · nonDerivative · entry 1 Palmer Duncan · CIK 0001411587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,313.48 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. 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.