Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Director | September 30, 2026 | October 02, 2026 |
| MARRIOTT INTERNATIONAL INC /MD/MAR · Entity 2933 | Director · 13D Group Owning more than 10% | September 08, 2026 | September 10, 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 September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 379 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Disposed 379 · Balance 379 F2: Was AEP Stock Price at the time of the transaction. 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. |
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.
MARRIOTT INTERNATIONAL INC /MD/
Report date September 08, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectJWM Family Enterprises | 20,027,118 |
Reported balance
After 2026-09-08 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-08 · Other · Disposed 2,000,000 · Balance 20,027,118 F1: Shares transferred as a capital distribution to Mr. J.W. Marriott, Jr. in a transaction exempt as to the transferee under Rule 16a-13. JWM Family Enterprises, Inc. did not receive any consideration in exchange for this capital distribution. F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | Direct | 591,721 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 591,721 |
| Class A Common Stock-Dir. Def. Stock Comp Plan-1SEC Table I · non-derivative | Direct | 1,224 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,224 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 1974 Trust | 670,536 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 670,536 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Child 1 | 122 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 122 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Child 2 | 122 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 122 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 9,087 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 9,087 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 285,883 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 285,883 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust for Steven Garff Marriott's Descendants | 221,678 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 221,678 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectGenerations Trust | 240,000 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 240,000 |
| Class A Common StockSEC Table I · non-derivative | IndirectJBM Marital Trust | 401,928 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 401,928 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectJWM III Generations Trusts | 75,000 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 75,000 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectJWM Insurance Trust | 251,000 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 251,000 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrustee 1 of Trust f/b/o his child | 36,369 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 36,369 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrustee 10 AEM2 | 50,928 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 15
Holding and transaction disclosures are not merged.
1 source rowRow 15 · Balance 50,928 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrustee 2 of Trust f/b/o his child | 24,001 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 16
Holding and transaction disclosures are not merged.
1 source rowRow 16 · Balance 24,001 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrustee 3 of Trust f/b/o his child | 16,240 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 16,240 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrustee 4 of Trust f/b/o his child | 8,710 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 18
Holding and transaction disclosures are not merged.
1 source rowRow 18 · Balance 8,710 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrustee 7 JRM1 | 13,220 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 19
Holding and transaction disclosures are not merged.
1 source rowRow 19 · Balance 13,220 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrustee 8 JRM2 | 42,837 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 20
Holding and transaction disclosures are not merged.
1 source rowRow 20 · Balance 42,837 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrustee 9 AEM1 | 16,682 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 21
Holding and transaction disclosures are not merged.
1 source rowRow 21 · Balance 16,682 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrustee DSM Descendant | 230,390 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 22
Holding and transaction disclosures are not merged.
1 source rowRow 22 · Balance 230,390 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares transferred as a capital distribution to Mr. J.W. Marriott, Jr. in a transaction exempt as to the transferee under Rule 16a-13. JWM Family Enterprises, Inc. did not receive any consideration in exchange for this capital distribution.
F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
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 16, 2017 Filed Mar 17, 2017 21:15 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Disposition to issuerClass A Common Stock | 68,322 | $87.82 | $6,000,038.04 |
DisclosureSEC source: 0001225208-17-006544 · doc4.xml · nonDerivative · entry 1 Marriott David S · CIK 0001359809 · 13D Group Owning more than 10% 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for Steven Garff Marriott's Descendants Disclosed balance after: 221,678 F1 · shares: A distribution of stock was made by the Trust for Steven Garff Marriott's Descendants who then exchanged the shares for units in an Exchange Fund. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 19:42 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common - Restricted Stock Units | 7,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004249 · doc4.xml · nonDerivative · entry 1 Marriott David S · CIK 0001359809 · 13D Group Owning more than 10% 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,044 F1 · shares: The Restricted Stock Units vest in four equal installments beginning on February 21, 2018 and thereafter on the anniversary of that date. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 16:08 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Tax withholdingClass A Common - Restricted Stock Units | 3,500 | $88.37 | $309,295.00 |
DisclosureSEC source: 0001225208-17-003668 · doc4.xml · nonDerivative · entry 1 Marriott David S · CIK 0001359809 · 13D Group Owning more than 10% 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,964 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 16:25 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | SaleClass A Common Stock | 4,746 | $84.59 | $401,464.14 |
DisclosureSEC source: 0001225208-16-043238 · doc4.xml · nonDerivative · entry 1 Marriott David S · CIK 0001359809 · 13D Group Owning more than 10% 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 642,255 F1 · price: Represents the weighted average sale price. The highest price at which shares were sold was $84.77 and the lowest price at which shares were sold was $84.29. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 17:45 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | SaleClass A Common Stock | 16,810 | $83.75 | $1,407,837.50 |
DisclosureSEC source: 0001225208-16-043055 · doc4.xml · nonDerivative · entry 1 Marriott David S · CIK 0001359809 · 13D Group Owning more than 10% 10b5-1 filing: Not disclosed Ownership: Indirect · JBM Marital Trust Disclosed balance after: 503,896 F1 · price: Represents the weighted average sale price. The highest price at which shares were sold was $83.96 and the lowest price at which shares were sold was $83.45. Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 17:59 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | SaleClass A Common Stock | 18,190 | $84.10 | $1,529,779.00 |
DisclosureSEC source: 0001225208-16-042944 · doc4.xml · nonDerivative · entry 2 Marriott David S · CIK 0001359809 · 13D Group Owning more than 10% 10b5-1 filing: Not disclosed Ownership: Indirect · JBM Marital Trust Disclosed balance after: 520,706 F2 · price: Represents the weighted average sale price. The highest price at which shares were sold was $84.42 and the lowest price at which shares were sold was $83.15. Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 17:59 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | SaleClass A Common Stock | 7,254 | $84.20 | $610,786.80 |
DisclosureSEC source: 0001225208-16-042944 · doc4.xml · nonDerivative · entry 1 Marriott David S · CIK 0001359809 · 13D Group Owning more than 10% 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647,001 F1 · price: Represents the weighted average sale price. The highest price at which shares were sold was $84.47 and the lowest price at which shares were sold was $83.15. Read SEC document |
| December 01, 2016 Filed Dec 16, 2016 17:42 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GiftClass A Common Stock | 352 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043355 · doc4.xml · nonDerivative · entry 1 Marriott David S · CIK 0001359809 · 13D Group Owning more than 10% 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654,607 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.