Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGILENT TECHNOLOGIES, INC.A · Entity 3062 | Senior Vice President | March 31, 2026 | April 02, 2026 |
| Avantor, Inc.AVTR · Entity 3546 | EVP, Chief HR Officer | February 23, 2023 | February 28, 2023 |
| Mama's Creations, Inc.MAMA · Entity 5190 | Director | July 06, 2026 | July 08, 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.
AGILENT TECHNOLOGIES, INC.
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,890 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Tax withholding · Disposed 153 · Balance 6,890 F1: The reporting person surrendered 153 shares to Agilent Technologies, Inc. to satisfy the tax liability on the vesting of restricted stock units in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person surrendered 153 shares to Agilent Technologies, Inc. to satisfy the tax liability on the vesting of restricted stock units in accordance with Rule 16b-3.
Avantor, Inc.
Report date February 23, 2023 · Filed February 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,184 |
Ending reported balance
After 2023-02-25 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-02-23 · Tax withholding · Disposed 816 · Balance 28,799 F1: Represents the number of shares withheld by the Issuer to cover tax withholding obligations in connection with the vesting of RSUs. Row 2 · 2023-02-24 · Grant · Acquired 12,185 · Balance 40,984 F2: Reflects a grant of restricted stock units that vest in four equal annual installments beginning on February 24, 2024. Row 3 · 2023-02-25 · Tax withholding · Disposed 800 · Balance 40,184 F1: Represents the number of shares withheld by the Issuer to cover tax withholding obligations in connection with the vesting of RSUs. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.62 · Expires 2033-02-24 | Direct | 29,529 |
Reported balance
After 2023-02-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-02-24 · Grant · Acquired 29,529 · Balance 29,529 F3: Reflects a grant of stock options that vest in four equal annual installments beginning on February 24, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld by the Issuer to cover tax withholding obligations in connection with the vesting of RSUs.
F2: Reflects a grant of restricted stock units that vest in four equal annual installments beginning on February 24, 2024.
F3: Reflects a grant of stock options that vest in four equal annual installments beginning on February 24, 2024.
Mama's Creations, Inc.
Report date July 06, 2026 · Filed July 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,339 |
Reported balance
After 2026-07-06 transaction · row 1
1 source rowRow 1 · 2026-07-06 · Grant · Acquired 2,200 · Balance 23,339 F1: Restricted stock Units ("RSUs") scheduled to vest with respect to one-quarter of the number of shares vesting on each of July 31, 2026, October 31, 2026, January 31, 2027, and April 30, 2027, unless earlier accelerated or terminated pursuant to their terms. Each RSU represents a contingent right to receive one share of MAMA common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock Units ("RSUs") scheduled to vest with respect to one-quarter of the number of shares vesting on each of July 31, 2026, October 31, 2026, January 31, 2027, and April 30, 2027, unless earlier accelerated or terminated pursuant to their terms. Each RSU represents a contingent right to receive one share of MAMA common stock.
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 |
|---|---|---|---|---|---|---|
| July 06, 2026 Filed Jul 8, 2026 20:57 UTC | Mama's Creations, Inc. MAMA · Entity 5190 | GrantCommon Stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001839411-26-000002 · form4-07082026_080700.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,339 F1 · shares: Restricted stock Units ("RSUs") scheduled to vest with respect to one-quarter of the number of shares vesting on each of July 31, 2026, October 31, 2026, January 31, 2027, and April 30, 2027, unless earlier accelerated or terminated pursuant to their terms. Each RSU represents a contingent right to receive one share of MAMA common stock. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:06 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | Tax withholdingCommon Stock | 153 | $113.98 | $17,438.94 |
DisclosureSEC source: 0001090872-26-000040 · form4.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,890 F1 · shares: The reporting person surrendered 153 shares to Agilent Technologies, Inc. to satisfy the tax liability on the vesting of restricted stock units in accordance with Rule 16b-3. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 22:13 UTC | AGILENT TECHNOLOGIES, INC. A · Entity 3062 | GrantCommon Stock | 5,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001090872-25-000059 · form4.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,043 F1 · price: Restricted Stock Units granted under the Agilent Technologies, Inc. 2018 Stock Plan, in compliance with Rule 16b-3. The restricted stock units vest in four equal annual installments beginning on November 18, 2026. Read SEC document |
| July 07, 2025 Filed Jul 9, 2025 22:07 UTC | Mama's Creations, Inc. MAMA · Entity 5190 | GrantCommon Stock | 4,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-019592 · form4-07092025_100758.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,139 F1 · shares: Restricted stock units ("RSUs") scheduled to vest with respect to 1,125 shares of common stock on each of July 31, 2025, October 31, 2025, January 31, 2026, and April 30, 2026, unless earlier accelerated or terminated pursuant to their terms. F2 · price: Each RSU represents a contingent right to receive one share of MAMA common stock. Read SEC document |
| July 03, 2024 Filed Jul 9, 2024 00:59 UTC | Mama's Creations, Inc. MAMA · Entity 5190 | GrantCommon Stock | 5,340 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-24-026543 · ownership.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,639 F1 · shares: Restricted stock units ("RSUs") that will vest on the last day of each fiscal quarter with the first vesting occurring on July 31, 2024, provided that in any event the award shall vest in full immediately prior to the start of the next annual meeting of shareholders, so long as the recipient remains a member of the board as of the vesting time. F2 · price: Each RSU represents a contingent right to receive one share of MAMA common stock. Read SEC document |
| October 18, 2023 Filed Oct 20, 2023 21:03 UTC | Mama's Creations, Inc. MAMA · Entity 5190 | GrantCommon Stock | 11,299 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-23-037888 · ownership.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,299 F2 · shares: The restricted stock units vest in full on the earlier of the first anniversary of the grant date or the date of the Company's 2024 annual meeting of stockholders. F1 · price: Consists of a grant of restricted stock units to non-employee directors, each of which represents a contingent right to receive one share of MAMA common stock. F2 · balance_after: The restricted stock units vest in full on the earlier of the first anniversary of the grant date or the date of the Company's 2024 annual meeting of stockholders. Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 01:07 UTC | Avantor, Inc. AVTR · Entity 3546 | Tax withholdingCommon Stock | 800 | $24.62 | $19,696.00 |
DisclosureSEC source: 0001722482-23-000070 · wf-form4_167754643577872.xml · nonDerivative · entry 3 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,184 F1 · kind: Represents the number of shares withheld by the Issuer to cover tax withholding obligations in connection with the vesting of RSUs. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 01:07 UTC | Avantor, Inc. AVTR · Entity 3546 | GrantStock Options (Right to Buy) · Derivative | 29,529 | $0.00 Strike: $24.62 | $0.00 |
DisclosureSEC source: 0001722482-23-000070 · wf-form4_167754643577872.xml · derivative · entry 4 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,529 Underlying: Common Stock · 29,529 shares Expires 2033-02-24 F3 · derivative.exercise_date: Reflects a grant of stock options that vest in four equal annual installments beginning on February 24, 2024. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 01:07 UTC | Avantor, Inc. AVTR · Entity 3546 | GrantCommon Stock | 12,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001722482-23-000070 · wf-form4_167754643577872.xml · nonDerivative · entry 2 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,984 F2 · kind: Reflects a grant of restricted stock units that vest in four equal annual installments beginning on February 24, 2024. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 01:07 UTC | Avantor, Inc. AVTR · Entity 3546 | Tax withholdingCommon Stock | 816 | $24.59 | $20,065.44 |
DisclosureSEC source: 0001722482-23-000070 · wf-form4_167754643577872.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,799 F1 · kind: Represents the number of shares withheld by the Issuer to cover tax withholding obligations in connection with the vesting of RSUs. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:59 UTC | Avantor, Inc. AVTR · Entity 3546 | Tax withholdingCommon Stock | 1,790 | $21.09 | $37,751.10 |
DisclosureSEC source: 0001722482-23-000010 · wf-form4_167286954485932.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,615 F1 · kind: Represents the number of shares withheld by the Issuer to cover tax withholding obligations in connection with the vesting of RSUs. Read SEC document |
| February 25, 2022 Filed Feb 26, 2022 02:22 UTC | Avantor, Inc. AVTR · Entity 3546 | Tax withholdingCommon Stock | 931 | $35.39 | $32,948.09 |
DisclosureSEC source: 0001722482-22-000055 · wf-form4_164584209680334.xml · nonDerivative · entry 2 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,405 F2 · kind: Represents the number of shares withheld by the Issuer to cover tax withholding obligations in connection with the vesting of RSU's. Read SEC document |
| February 23, 2022 Filed Feb 26, 2022 02:22 UTC | Avantor, Inc. AVTR · Entity 3546 | GrantStock Options (Right to Buy) · Derivative | 24,035 | $0.00 Strike: $33.09 | $0.00 |
DisclosureSEC source: 0001722482-22-000055 · wf-form4_164584209680334.xml · derivative · entry 3 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,035 Underlying: Common Stock · 24,035 shares Expires 2032-02-23 F3 · derivative.exercise_date: Reflects a grant of stock options that vest in four equal annual installments beginning on February 23, 2023. Read SEC document |
| February 23, 2022 Filed Feb 26, 2022 02:22 UTC | Avantor, Inc. AVTR · Entity 3546 | GrantCommon Stock | 8,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001722482-22-000055 · wf-form4_164584209680334.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,336 F1 · kind: Reflects a grant of restricted stock units that vest in four equal annual installments beginning on February 23, 2023. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:24 UTC | Avantor, Inc. AVTR · Entity 3546 | Tax withholdingCommon Stock | 1,877 | $42.14 | $79,096.78 |
DisclosureSEC source: 0001722482-22-000004 · wf-form4_164124503477255.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,025 F1 · kind: Represents the number of shares withheld by the Issuer to cover tax withholding obligations in connection with the vesting of RSUs. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:30 UTC | Avantor, Inc. AVTR · Entity 3546 | GrantCommon Stock · Derivative | 26,347 | $0.00 Strike: $27.64 | $0.00 |
DisclosureSEC source: 0001722482-21-000086 · wf-form4_161463778186478.xml · derivative · entry 2 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,347 Underlying: Common Stock · 26,347 shares Expires 2031-02-25 F2 · derivative.exercise_date: Reflects a grant of stock options that vest in four equal annual installments beginning on February 25, 2022. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:30 UTC | Avantor, Inc. AVTR · Entity 3546 | GrantCommon Stock | 8,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001722482-21-000086 · wf-form4_161463778186478.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,902 F1 · kind: Reflects a grant of restricted stock units that vest in four equal annual installments beginning on February 25, 2022. Read SEC document |
| December 31, 2020 Filed Jan 7, 2021 22:24 UTC | Avantor, Inc. AVTR · Entity 3546 | GrantStock Options (Right to Buy) · Derivative | 177,305 | $0.00 Strike: $28.15 | $0.00 |
DisclosureSEC source: 0001722482-21-000018 · wf-form4_161005826088889.xml · derivative · entry 2 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,305 Underlying: Common Stock · 177,305 shares Expires 2030-12-31 F2 · derivative.exercise_date: Reflects a grant of stock options that vest in four equal annual installments beginning on December 31, 2021. Read SEC document |
| December 31, 2020 Filed Jan 7, 2021 22:24 UTC | Avantor, Inc. AVTR · Entity 3546 | GrantCommon Stock | 17,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001722482-21-000018 · wf-form4_161005826088889.xml · nonDerivative · entry 1 Henson Meghan · CIK 0001839411 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,762 F1 · kind: Reflects a grant of restricted stock units that vest in four equal annual installments beginning on December 31, 2021. 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.