Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Director | June 30, 2025 | July 02, 2025 |
| BOSTON SCIENTIFIC CORPBSX · Entity 1897 | Director | May 05, 2022 | May 06, 2022 |
| Bath & Body Works, Inc.LB · Entity 4091 | Director | July 08, 2021 | July 12, 2021 |
| HARTFORD INSURANCE GROUP, INC.HIG · Entity 3092 | Director | July 27, 2026 | July 29, 2026 |
| Marathon Petroleum CorpMPC · Entity 2903 | Director | July 02, 2018 | July 05, 2018 |
| Victoria's Secret & Co.VSXY · Entity 3736 | Director | June 11, 2026 | June 15, 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.
AMERICAN ELECTRIC POWER CO INC
Report date June 30, 2025 · Filed July 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 136.53 |
Reported balance
After 2025-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-06-30 · Grant · Acquired 136.53 · Balance 136.53 F1: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2: Was AEP Stock Price at the time of the transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter.
F2: Was AEP Stock Price at the time of the transaction.
BOSTON SCIENTIFIC CORP
Report date May 05, 2022 · Filed May 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 28,124 |
Reported balance
After 2022-05-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-05 · Grant · Acquired 4,877 · Balance 28,124 F1: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F2: Reflects a value of $205,000 divided by the closing price of common stock on the date of grant. F3: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock.
F2: Reflects a value of $205,000 divided by the closing price of common stock on the date of grant.
F3: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan.
Bath & Body Works, Inc.
Report date July 08, 2021 · Filed July 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.50 par valueSEC Table I · non-derivative | Direct | 80,931 |
Reported balance
After 2021-07-08 transaction · row 1
1 source rowRow 1 · 2021-07-08 · Exercise / conversion · Acquired 57,115 · Balance 80,931 F1: Each share of phantom stock has the economic equivalent of one share of Issuer's common stock. On July 8, 2021, the reporting person's phantom stock units were settled for an equal number of shares of Issuer's common stock. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-07-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-08 · Exercise / conversion · Disposed 57,115 · Balance 0 F1: Each share of phantom stock has the economic equivalent of one share of Issuer's common stock. On July 8, 2021, the reporting person's phantom stock units were settled for an equal number of shares of Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock has the economic equivalent of one share of Issuer's common stock. On July 8, 2021, the reporting person's phantom stock units were settled for an equal number of shares of Issuer's common stock.
HARTFORD INSURANCE GROUP, INC.
Report date July 27, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 11,884.893 |
Reported balance
After 2026-07-27 transaction · row 1
1 source rowRow 1 · 2026-07-27 · Grant · Acquired 1,355.787 · Balance 11,884.893 F1: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2026-2027 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. |
| Common StockSEC Table I · non-derivative | Direct | 2,545.682 |
Reported balance
Holding disclosure · report date 2026-07-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,545.682 |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2026-2027 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service.
Marathon Petroleum Corp
Report date July 02, 2018 · Filed July 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,466.561 |
Reported balance
After 2018-07-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-07-02 · Grant · Acquired 480.29 · Balance 32,466.561 F1: Includes 184.849 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 184.849 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11.
Victoria's Secret & Co.
Report date June 11, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,787 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 2,690 · Balance 65,787 |
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 03, 2017 Filed Apr 5, 2017 14:16 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 675.811 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025460 · doc4.xml · nonDerivative · entry 1 JAMES DONNA · CIK 0001197735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,797.952 F1 · balance_after: Includes 197.611 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:39 UTC | Bath & Body Works, Inc. LB · Entity 4091 | GrantCommon Stock, $0.50 par value | 3,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-007418 · doc4.xml · nonDerivative · entry 1 JAMES DONNA · CIK 0001197735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,074 Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 18:29 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 637.635 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001749 · doc4.xml · nonDerivative · entry 1 JAMES DONNA · CIK 0001197735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,924.53 F1 · balance_after: Includes 194.647 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 20:03 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 823.975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144860 · doc4.xml · nonDerivative · entry 1 JAMES DONNA · CIK 0001197735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,092.248 F1 · balance_after: Includes 211.867 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. 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.