Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chrome Holding Co.ME · Entity 76268 | Director | August 26, 2024 | August 28, 2024 |
| EDISON INTERNATIONALEIX · Entity 3225 | Director | October 12, 2026 | October 13, 2026 |
| WESTERN ASSET INFLATION-LINKED INCOME FUNDWIA · Entity 6381 | Director | April 24, 2020 | April 30, 2020 |
| WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUNDWIW · Entity 8896 | Director | April 24, 2020 | April 30, 2020 |
| WESTERN ASSET PREMIER BOND FUNDWEA · Entity 8876 | Director | March 01, 2019 | March 06, 2019 |
| Western Asset Investment Grade Income Fund Inc.PAI · Entity 6695 | Director | March 01, 2019 | March 06, 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.
Chrome Holding Co.
Report date August 26, 2024 · Filed August 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 981,217 |
Reported balance
After 2024-08-26 transaction · row 1
1 source rowRow 1 · 2024-08-26 · Grant · Acquired 658,485 · Balance 981,217 F1: Restricted stock units ("RSUs") issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy effective as of September 6, 2023, all of which vest on the earlier of (a) the first anniversary of the grant date and (b) the date of the issuer's 2025 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy effective as of September 6, 2023, all of which vest on the earlier of (a) the first anniversary of the grant date and (b) the date of the issuer's 2025 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer.
EDISON INTERNATIONAL
Report date October 12, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,212 |
Reported balance
After 2026-10-12 transaction · row 1
1 source rowRow 1 · 2026-10-12 · Sale · Disposed 500 · Balance 33,212 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 31, 2025. |
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 on October 31, 2025.
WESTERN ASSET INFLATION-LINKED INCOME FUND
Report date April 24, 2020 · Filed April 30, 2020
This filing explicitly reported no securities owned.
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND
Report date April 24, 2020 · Filed April 30, 2020
This filing explicitly reported no securities owned.
WESTERN ASSET PREMIER BOND FUND
Report date March 01, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-03-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 F1: The Reporting Person does not beneficially own any securities of the issuer, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person does not beneficially own any securities of the issuer, directly or indirectly.
Western Asset Investment Grade Income Fund Inc.
Report date March 01, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-03-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 F1: The Reporting Person does not beneficially own any securities of the issuer, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person does not beneficially own any securities of the issuer, directly or indirectly.
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 25, 2019 Filed Apr 29, 2019 22:21 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantPhantom Stock · Derivative | 2,399 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-19-000096 · wf-form4_155657644634335.xml · derivative · entry 1 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,188.98 Underlying: Common Stock · 2,399 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F2 · shares: The phantom stock units were granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. F3 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F3 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F4 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:32 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionPhantom Stock · Derivative | 2,210.6108 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-19-000045 · wf-form4_155181074493274.xml · derivative · entry 3 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,674.9385 Underlying: Common Stock · 2,210.6108 shares Expires not disclosed 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 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F1 · kind: Transaction code "X" is also applicable to this transaction. F5 · shares: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). F6 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F6 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F5 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:32 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Disposition to issuerCommon Stock | 0.6108 | $59.89 | $36.58 |
DisclosureSEC source: 0000827052-19-000045 · wf-form4_155181074493274.xml · nonDerivative · entry 2 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,475 F3 · kind: This transaction reports the automatic cash-out of a fractional share by the issuer. F4 · price: The stock price used is the closing price on the business day prior to the payout. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:32 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionCommon Stock | 2,210.6108 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000827052-19-000045 · wf-form4_155181074493274.xml · nonDerivative · entry 1 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,475.6108 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 · kind: Transaction code "X" is also applicable to this transaction. F2 · price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 15:29 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionPhantom Stock · Derivative | 1,580.2971 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-18-000126 · wf-form4_153063172802301.xml · derivative · entry 3 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,614.9458 Underlying: Common Stock · 1,580.2971 shares Expires not disclosed 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 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F1 · kind: Transaction code "X" is also applicable to this transaction. F5 · shares: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). F6 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F6 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F5 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 15:29 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Disposition to issuerCommon Stock | 0.2971 | $63.27 | $18.80 |
DisclosureSEC source: 0000827052-18-000126 · wf-form4_153063172802301.xml · nonDerivative · entry 2 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,265 F3 · kind: This transaction reports the automatic cash-out of a fractional share by the issuer. F4 · price: The stock price used is the closing price on the business day prior to the payout. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 15:29 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionCommon Stock | 1,580.2971 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000827052-18-000126 · wf-form4_153063172802301.xml · nonDerivative · entry 1 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,265.2971 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 · kind: Transaction code "X" is also applicable to this transaction. F2 · price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. Read SEC document |
| April 26, 2018 Filed Apr 30, 2018 15:52 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantPhantom Stock · Derivative | 2,147 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-18-000090 · wf-form4_152510351176843.xml · derivative · entry 1 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,051.319 Underlying: Common Stock · 2,147 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F2 · shares: The phantom stock units were granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. F3 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F3 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F4 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:17 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionPhantom Stock · Derivative | 1,720.6442 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-18-000055 · wf-form4_152002901082211.xml · derivative · entry 3 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,781.7103 Underlying: Common Stock · 1,720.6442 shares Expires not disclosed 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 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F1 · kind: Transaction code "X" is also applicable to this transaction. F5 · shares: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). F6 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F6 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F5 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:17 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Disposition to issuerCommon Stock | 0.6442 | $60.59 | $39.03 |
DisclosureSEC source: 0000827052-18-000055 · wf-form4_152002901082211.xml · nonDerivative · entry 2 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,685 F3 · kind: This transaction reports the automatic cash-out of a fractional share by the issuer. F4 · price: The stock price used is the closing price on the business day prior to the payout. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:17 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionCommon Stock | 1,720.6442 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000827052-18-000055 · wf-form4_152002901082211.xml · nonDerivative · entry 1 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,685.6442 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 · kind: Transaction code "X" is also applicable to this transaction. F2 · price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. Read SEC document |
| April 27, 2017 Filed May 1, 2017 17:16 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantPhantom Stock · Derivative | 1,681 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-17-000114 · wf-form4_149365898104025.xml · derivative · entry 1 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,168.2148 Underlying: Common Stock · 1,681 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F2 · shares: The phantom stock units were granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. F3 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F3 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F4 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 23:16 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionPhantom Stock · Derivative | 1,965.6551 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-17-000058 · wf-form4_148849655469296.xml · derivative · entry 3 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,402.9179 Underlying: Common Stock · 1,965.6551 shares Expires not disclosed 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 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F1 · kind: Transaction code "X" is also applicable to this transaction. F5 · shares: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). F6 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F6 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F5 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 23:16 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Disposition to issuerCommon Stock | 0.6551 | $79.74 | $52.24 |
DisclosureSEC source: 0000827052-17-000058 · wf-form4_148849655469296.xml · nonDerivative · entry 2 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,965 F3 · kind: This transaction reports the automatic cash-out of a fractional share by the issuer. F4 · price: The stock price used is the closing price on the business day prior to the payout. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 23:16 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionCommon Stock | 1,965.6551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000827052-17-000058 · wf-form4_148849655469296.xml · nonDerivative · entry 1 Taylor Peter J. · CIK 0001536528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,965.6551 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 · kind: Transaction code "X" is also applicable to this transaction. F2 · price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. 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.