Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medtronic plcMDT · Entity 2888 | Chief Accounting Officer | December 06, 2024 | December 10, 2024 |
| OCCIDENTAL PETROLEUM CORP /DE/OXY · Entity 2999 | VP and Principal Acct. Officer | July 12, 2019 | July 16, 2019 |
| REPUBLIC SERVICES, INC.RSG · Entity 1686 | Director | July 15, 2026 | July 17, 2026 |
| SEMPRASRE · Entity 3017 | Director | October 01, 2026 | October 02, 2026 |
| Western Midstream Partners, LPWES · Entity 3258 | Director | August 08, 2019 | August 15, 2019 |
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.
Medtronic plc
Report date December 06, 2024 · Filed December 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 28,011 |
Reported balance
After 2024-12-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-12-06 · Tax withholding · Disposed 646 · Balance 28,011 F1: Represents shares withheld for payment of taxes upon the vesting of restricted stock units previously reported on Table I. F2: Includes 153 units acquired through dividend reinvestment since the last report filed by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for payment of taxes upon the vesting of restricted stock units previously reported on Table I.
F2: Includes 153 units acquired through dividend reinvestment since the last report filed by the reporting person.
OCCIDENTAL PETROLEUM CORP /DE/
Report date July 12, 2019 · Filed July 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,139 |
Reported balance
After 2019-07-12 transaction · row 1
1 source rowRow 1 · 2019-07-12 · Tax withholding · Disposed 692 · Balance 32,139 F1: Represents shares of common stock withheld to satisfy tax withholding obligations upon the vesting of previously reported restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy OPC Savings Plan | 2,833 |
Reported balance
Holding disclosure · report date 2019-07-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,833 F2: Based on a plan statement dated July 11, 2019. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 153 |
Reported balance
Holding disclosure · report date 2019-07-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 153 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse - OPC Savings Plan | 1,331 |
Reported balance
Holding disclosure · report date 2019-07-12 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,331 F2: Based on a plan statement dated July 11, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld to satisfy tax withholding obligations upon the vesting of previously reported restricted stock units.
F2: Based on a plan statement dated July 11, 2019.
REPUBLIC SERVICES, INC.
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 24,922.56 |
Reported balance
After 2026-07-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 71.47 · Balance 24,922.56 F1: Based on 1 on 1 conversion. F2: Represents additional Restricted Stock Units (RSUs) accrued as dividends on outstanding RSU awards that will vest and be settled to the extent the RSU is vested and settles. F3: A portion of the Restricted Stock Units are held under the Company's Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Based on 1 on 1 conversion.
F2: Represents additional Restricted Stock Units (RSUs) accrued as dividends on outstanding RSU awards that will vest and be settled to the extent the RSU is vested and settles.
F3: A portion of the Restricted Stock Units are held under the Company's Deferred Compensation Plan.
SEMPRA
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 6,705.38 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 160.15 · Balance 6,705.38 F1: Phantom shares of Sempra Common Stock acquired as director compensation. F2: Conversion of Derivative Security is 1 for 1. F3: Date exercisable is immediate for shares that have vested. F4: Expiration date is Not Applicable. F5: Total includes 1,509.35 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom shares of Sempra Common Stock acquired as director compensation.
F2: Conversion of Derivative Security is 1 for 1.
F3: Date exercisable is immediate for shares that have vested.
F4: Expiration date is Not Applicable.
F5: Total includes 1,509.35 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause.
Western Midstream Partners, LP
Report date August 08, 2019 · Filed August 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-08-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| October 16, 2017 Filed Oct 18, 2017 22:21 UTC | REPUBLIC SERVICES, INC. RSG · Entity 1686 | GrantRestricted Stock Units · Derivative | 32 | $62.76 | $2,008.32 |
DisclosureSEC source: 0001209191-17-057341 · doc4.xml · derivative · entry 1 Kirk Jennifer M · CIK 0001613343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,835 Underlying: Common Stock · 32 shares Expires not disclosed F1 · derivative.exercise_price: Based on 1 on 1 conversion F2 · derivative.exercise_date: Dividends paid on the Restricted Stock Units awarded per the Republic Services, Inc. Amended and Restated 2007 Stock Incentive Plan. F2 · derivative.expiration_date: Dividends paid on the Restricted Stock Units awarded per the Republic Services, Inc. Amended and Restated 2007 Stock Incentive Plan. F3 · balance_after: A portion of the Restricted Stock Units are held under the Company's Deferred Compensation Plan. Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 22:14 UTC | REPUBLIC SERVICES, INC. RSG · Entity 1686 | GrantRestricted Stock Units · Derivative | 28 | $64.45 | $1,804.60 |
DisclosureSEC source: 0001209191-17-045570 · doc4.xml · derivative · entry 1 Kirk Jennifer M · CIK 0001613343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,803 Underlying: Common Stock · 28 shares Expires not disclosed F1 · derivative.exercise_price: Based on 1 on 1 conversion F2 · derivative.exercise_date: Dividends paid on the Restricted Stock Units awarded per the Republic Services, Inc. Amended and Restated 2007 Stock Incentive Plan. F2 · derivative.expiration_date: Dividends paid on the Restricted Stock Units awarded per the Republic Services, Inc. Amended and Restated 2007 Stock Incentive Plan. F3 · balance_after: A portion of the Restricted Stock Units are held under the Company's Deferred Compensation Plan. Read SEC document |
| July 12, 2017 Filed Jul 13, 2017 23:10 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingCommon Stock | 738 | $59.16 | $43,660.08 |
DisclosureSEC source: 0001140361-17-027840 · doc1.xml · nonDerivative · entry 3 Kirk Jennifer M · CIK 0001613343 · VP and Principal Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,244 Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 23:10 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingCommon Stock | 365 | $58.94 | $21,513.10 |
DisclosureSEC source: 0001140361-17-027840 · doc1.xml · nonDerivative · entry 2 Kirk Jennifer M · CIK 0001613343 · VP and Principal Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,982 Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 23:10 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 870 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-027840 · doc1.xml · nonDerivative · entry 1 Kirk Jennifer M · CIK 0001613343 · VP and Principal Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,347 Read SEC document |
| July 07, 2017 Filed Jul 11, 2017 23:27 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingCommon Stock | 695 | $58.68 | $40,782.60 |
DisclosureSEC source: 0001140361-17-027650 · doc1.xml · nonDerivative · entry 1 Kirk Jennifer M · CIK 0001613343 · VP and Principal Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,477 Read SEC document |
| April 17, 2017 Filed Apr 19, 2017 23:12 UTC | REPUBLIC SERVICES, INC. RSG · Entity 1686 | GrantRestricted Stock Units · Derivative | 29 | $62.77 | $1,820.33 |
DisclosureSEC source: 0001209191-17-027564 · doc4.xml · derivative · entry 1 Kirk Jennifer M · CIK 0001613343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,775 Underlying: Common Stock · 29 shares Expires not disclosed F1 · derivative.exercise_price: Based on 1 on 1 conversion F2 · derivative.exercise_date: Dividends paid on the Restricted Stock Units awarded per the Republic Services, Inc. Amended and Restated 2007 Stock Incentive Plan. F2 · derivative.expiration_date: Dividends paid on the Restricted Stock Units awarded per the Republic Services, Inc. Amended and Restated 2007 Stock Incentive Plan. F3 · balance_after: A portion of the Restricted Stock Units are held under the Company's Deferred Compensation Plan. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:34 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingCommon Stock | 639 | $65.55 | $41,886.45 |
DisclosureSEC source: 0001140361-17-010335 · doc1.xml · nonDerivative · entry 1 Kirk Jennifer M · CIK 0001613343 · VP and Principal Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,172 Read SEC document |
| January 16, 2017 Filed Jan 18, 2017 23:35 UTC | REPUBLIC SERVICES, INC. RSG · Entity 1686 | GrantRestricted Stock Units · Derivative | 32 | $57.24 | $1,831.68 |
DisclosureSEC source: 0001209191-17-004299 · doc4.xml · derivative · entry 1 Kirk Jennifer M · CIK 0001613343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,746 Underlying: Common Stock · 32 shares Expires not disclosed F1 · derivative.exercise_price: Based on 1 on 1 conversion F2 · derivative.exercise_date: Dividends paid on the Restricted Stock Units awarded per the Republic Services, Inc. Amended and Restated 2007 Stock Incentive Plan. F2 · derivative.expiration_date: Dividends paid on the Restricted Stock Units awarded per the Republic Services, Inc. Amended and Restated 2007 Stock Incentive Plan. F3 · balance_after: A portion of the Restricted Stock Units are held under the Company's Deferred Compensation Plan. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 00:36 UTC | REPUBLIC SERVICES, INC. RSG · Entity 1686 | GrantRestricted Stock Units · Derivative | 3,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002402 · doc4.xml · derivative · entry 1 Kirk Jennifer M · CIK 0001613343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,869 Underlying: Common Stock · 3,869 shares Expires not disclosed F1 · derivative.exercise_price: Based on a 1 on 1 conversion. F2 · derivative.exercise_date: On 01/03/2017 ("Date of Grant"), each non-Management Director received an annual award of 3,869 Restricted Stock Units ("RSUs") pursuant to the Republic Services, Inc.'s ("Company") 2007 Stock Incentive Plan, as amended. The grant was based on a value on the Date of Grant of $220,000, with the number of RSUs calculated based on the closing stock price of the Company's common stock on the Date of Grant ($56.87). The RSUs under this 01/03/2017 grant immediately vest; however, the Director cannot convert any of the RSUs to Company common stock (based on 1 on 1 conversion) until the earlier of the last day of the month in which the three year anniversary of the date of the award occurs (for this grant being 01/31/2020), unless deferred by the Director or the date on which the Director incurs a separation from service within the meaning of Section 409A of the Internal Revenue Code. The Director elected to defer this grant pursuant to the Company's Deferred Compensation Plan. F2 · derivative.expiration_date: On 01/03/2017 ("Date of Grant"), each non-Management Director received an annual award of 3,869 Restricted Stock Units ("RSUs") pursuant to the Republic Services, Inc.'s ("Company") 2007 Stock Incentive Plan, as amended. The grant was based on a value on the Date of Grant of $220,000, with the number of RSUs calculated based on the closing stock price of the Company's common stock on the Date of Grant ($56.87). The RSUs under this 01/03/2017 grant immediately vest; however, the Director cannot convert any of the RSUs to Company common stock (based on 1 on 1 conversion) until the earlier of the last day of the month in which the three year anniversary of the date of the award occurs (for this grant being 01/31/2020), unless deferred by the Director or the date on which the Director incurs a separation from service within the meaning of Section 409A of the Internal Revenue Code. The Director elected to defer this grant pursuant to the Company's Deferred Compensation Plan. Read SEC document |
| October 14, 2016 Filed Oct 17, 2016 22:52 UTC | REPUBLIC SERVICES, INC. RSG · Entity 1686 | GrantRestricted Stock Units · Derivative | 12 | $49.82 | $597.84 |
DisclosureSEC source: 0001209191-16-146093 · doc4.xml · derivative · entry 1 Kirk Jennifer M · CIK 0001613343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,845 Underlying: Common Stock · 12 shares Expires not disclosed F1 · derivative.exercise_price: Based on 1 on 1 conversion F2 · derivative.exercise_date: Dividends paid on the Restricted Stock Units awarded per the Republic Services, Inc. Amended and Restated 2007 Stock Incentive Plan. F2 · derivative.expiration_date: Dividends paid on the Restricted Stock Units awarded per the Republic Services, Inc. Amended and Restated 2007 Stock Incentive Plan. 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.