Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IPERIONX LtdIPX · Entity 5162 | Director | August 03, 2026 | August 12, 2026 |
| IROBOT CORPIRBT · Entity 71819 | Director | September 06, 2024 | September 09, 2024 |
| JABIL INCJBL · Entity 3138 | EVP, CEO, EMS | December 27, 2021 | December 29, 2021 |
| SANMINA CORPSANM · Entity 3522 | Director | March 16, 2026 | March 18, 2026 |
| Symbotic Inc.SYM · Entity 2319 | Director · Chief Executive Officer | August 17, 2022 | August 25, 2022 |
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.
IPERIONX Ltd
Report date August 03, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (RSUs)SEC Table I · non-derivative | Direct | 58,584 |
Reported balance
Holding disclosure · report date 2026-08-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 58,584 F1: The RSUs vest on 8/3/2027 |
Filing footnotes · ownership attribution and instrument terms
F1: The RSUs vest on 8/3/2027
IROBOT CORP
Report date September 06, 2024 · Filed September 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,917 |
Reported balance
After 2024-09-06 transaction · row 1
1 source rowRow 1 · 2024-09-06 · Grant · Acquired 27,917 · Balance 27,917 F1: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vest (100%) on the first anniversary of the grant date. Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in no event later than 30 days after such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vest (100%) on the first anniversary of the grant date. Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in no event later than 30 days after such vesting date.
JABIL INC
Report date December 27, 2021 · Filed December 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 224,043 |
Ending reported balance
After 2021-12-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-12-27 · Sale · Disposed 2,321 · Balance 227,905 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Row 2 · 2021-12-29 · Sale · Disposed 3,862 · Balance 224,043 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
SANMINA CORP
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,500 |
Last balance in matching sequence
After 2026-03-16 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-03-16 · Grant · Acquired 1,536 · Balance 4,732 F1: Each restricted stock unit represents a contingent right to receive one share of Sanmina Corporation common stock. F2: The restricted stock units vest in four equal quarterly installments from date of grant. Row 2 · 2026-03-16 · Grant · Acquired 768 · Balance 5,500 F1: Each restricted stock unit represents a contingent right to receive one share of Sanmina Corporation common stock. F3: The restricted stock units vest 1 day prior to the 2027 annual shareholder's meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Sanmina Corporation common stock.
F2: The restricted stock units vest in four equal quarterly installments from date of grant.
F3: The restricted stock units vest 1 day prior to the 2027 annual shareholder's meeting.
Symbotic Inc.
Report date August 17, 2022 · Filed August 25, 2022 · 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 |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 289,226 |
Reported balance
After 2022-08-17 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2022-08-17 · Grant · Acquired 289,226 · Balance 289,226 F1: On August 19, 2022, the Reporting Person filed a Form 4 which inadvertently reported the title of the derivative security in Column 1 of Table II as Class A Common Stock and the title of the underlying security in Column 7 of Table II as Restricted Stock Units. In fact, as reported in this amendment, the title of the derivative security in Column 1 of Table II is Restricted Stock Units and the title of the underlying securities in Column 7 of Table II is Class A Common Stock. F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F3: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on August 17, 2023, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 19, 2022, the Reporting Person filed a Form 4 which inadvertently reported the title of the derivative security in Column 1 of Table II as Class A Common Stock and the title of the underlying security in Column 7 of Table II as Restricted Stock Units. In fact, as reported in this amendment, the title of the derivative security in Column 1 of Table II is Restricted Stock Units and the title of the underlying securities in Column 7 of Table II is Class A Common Stock.
F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
F3: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on August 17, 2023, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.
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 20, 2017 Filed Mar 21, 2017 21:14 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 5,000 | $28.90 | $144,500.00 |
DisclosureSEC source: 0001225208-17-006675 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,486 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| March 16, 2017 Filed Mar 17, 2017 19:52 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 5,000 | $27.90 | $139,500.00 |
DisclosureSEC source: 0001225208-17-006470 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,486 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 15:49 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 5,000 | $26.90 | $134,500.00 |
DisclosureSEC source: 0001225208-17-006351 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,486 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 16:19 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 2,000 | $25.90 | $51,800.00 |
DisclosureSEC source: 0001225208-17-003846 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,486 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · balance_after: Column 5 of Table I includes 671 shares acquired on December 31, 2016, under the 2011 Employee Stock Purchase Plan of Jabil Circuit, Inc. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 18:47 UTC | JABIL INC JBL · Entity 3138 | Exercise / conversionStock Appreciation Right · Derivative | 2,000 | $0.00 Strike: $21.56 | $0.00 |
DisclosureSEC source: 0001225208-17-000867 · doc4.xml · derivative · entry 6 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2017-10-23 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 · price: $0.00 has been inserted to satisfy the requirements to submit this form via the EDGAR system. F2 · derivative.exercise_date: Stock Appreciation Rights shall vest at the rate of one-twelfth of the initial shares subject to the award one year and three months after the date of grant (which date of grant was 10/24/2007), with an additional one-twelfth of the initial shares subject to the award vesting on the same calendar date of each successive three month period thereafter, with, as a result, all of the initial shares subject to the award vesting by four years from the date of grant; provided that in all instances the reporting person is an employee of, or consultant (as defined in the relevant stock incentive plan) to, the Company or a subsidiary. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 18:47 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,801 | $23.95 | $43,133.95 |
DisclosureSEC source: 0001225208-17-000867 · doc4.xml · nonDerivative · entry 4 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,815 Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 18:47 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 134 | $23.86 | $3,197.24 |
DisclosureSEC source: 0001225208-17-000867 · doc4.xml · nonDerivative · entry 3 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,616 Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 18:47 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 65 | $23.95 | $1,556.75 |
DisclosureSEC source: 0001225208-17-000867 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,750 Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 18:47 UTC | JABIL INC JBL · Entity 3138 | Exercise / conversionCommon Stock | 2,000 | $21.56 | $43,120.00 |
DisclosureSEC source: 0001225208-17-000867 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,815 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 |
| December 16, 2016 Filed Dec 19, 2016 19:38 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 2,000 | $23.90 | $47,800.00 |
DisclosureSEC source: 0001225208-16-043474 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,815 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 19:38 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 2,000 | $24.90 | $49,800.00 |
DisclosureSEC source: 0001225208-16-043474 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,815 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 20, 2016 Filed Oct 21, 2016 19:36 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 22,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040672 · doc4.xml · nonDerivative · entry 3 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,815 Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 22:14 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040722 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,128 F1 · security: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on specified performance-based criteria. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. Shares are earned based on cumulative adjusted core earnings per share for FY2017 through FY2019. The award has an "overdrive" feature that provides that if cumulative adjusted core earnings per share for FY2017 through FY2019 is in excess of a specified amount the reporting person is entitled to additional shares. The number of shares listed in Column 4 of Table I represents the maximum of shares that may be issued upon vesting of the award if the maximum target is met. The award is also subject to vesting conditions tied to continued service, provided, however, that death, disability or certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 19:36 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040672 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,128 F2 · security: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on certain performance-based criteria. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. Shares are earned based on comparisons of the Company's total shareholder return and the S&P Supercomposite Technology Hardware and Equipment Index during each of FY17, FY18 and FY19. The award has an "overdrive" feature that provides that if the level of performance attained is in excess of a specified percentile the reporting person is entitled to additional shares. The number of shares listed in Column 4 of Table I represents the maximum of shares that may be issued. The award is also subject to vesting conditions tied to continued service, provided, however, that death, disability or for certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 19:36 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040672 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,128 F1 · security: This represents the grant of a restricted stock unit award. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. The restricted stock units will become vested at the rate of 30% of the shares on the 1st anniversary of the date of grant (which date of grant was 10/19/16), and 30% of the shares on the 2nd anniversary of the date of grant, and the remaining 40% of the shares on the 3rd anniversary of the date of grant, provided that in all instances the reporting person is an employee of, or consultant (as defined in the Plan) to the Company or subsidiary; provided, however, that death, disability or certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. Read SEC document |
| October 17, 2016 Filed Oct 18, 2016 23:12 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 33,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040591 · doc4.xml · nonDerivative · entry 3 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,336 Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 20:58 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,208 | $21.26 | $25,682.08 |
DisclosureSEC source: 0001225208-16-040609 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,248 Read SEC document |
| October 16, 2016 Filed Oct 18, 2016 23:12 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,268 | $21.26 | $26,957.68 |
DisclosureSEC source: 0001225208-16-040591 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,456 Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 23:12 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,368 | $21.31 | $29,152.08 |
DisclosureSEC source: 0001225208-16-040591 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,724 Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 21:19 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 2,000 | $22.90 | $45,800.00 |
DisclosureSEC source: 0001225208-16-039544 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,092 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:39 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 2,000 | $21.90 | $43,800.00 |
DisclosureSEC source: 0001225208-16-039445 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,092 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. 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.