Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Moderna, Inc.MRNA · Entity 2025 | Chief Commercial Officer | July 05, 2026 | July 07, 2026 |
| Zoetis Inc.ZTS · Entity 679 | Executive Vice President | October 04, 2024 | October 08, 2024 |
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.
Moderna, Inc.
Report date July 05, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $79.76 · Expires 2036-07-05 | Direct | 18,658 |
Reported balance
After 2026-07-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-05 · Grant · Acquired 18,658 · Balance 18,658 F1: 25% of this option will vest and become exercisable on July 5, 2027 with the remainder vesting in twelve (12) equal quarterly installments thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 38,364 |
Reported balance
After 2026-07-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-05 · Grant · Acquired 38,364 · Balance 38,364 F2: Restricted stock units convert into common stock on a one-for-one basis. F3: 25% of the shares subject to this restricted stock unit award will vest on July 5, 2027 with the remainder vesting in twelve (12) equal quarterly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of this option will vest and become exercisable on July 5, 2027 with the remainder vesting in twelve (12) equal quarterly installments thereafter.
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: 25% of the shares subject to this restricted stock unit award will vest on July 5, 2027 with the remainder vesting in twelve (12) equal quarterly installments thereafter.
Zoetis Inc.
Report date October 04, 2024 · Filed October 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 319.9475 |
Reported balance
After 2024-10-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-10-04 · Grant · Acquired 154.3003 · Balance 319.9475 F1: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F2: Each phantom stock unit represents a fraction of a phantom share of Zoetis common stock, plus a small amount of cash-equivalent investments (the cash-equivalent investments typically represent around 5% of the total value of the phantom stock unit). Accordingly, the value of each phantom stock unit is determined by reference to the market value of Zoetis common stock and the value of the cash-equivalent investments. |
Filing footnotes · ownership attribution and instrument terms
F1: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time.
F2: Each phantom stock unit represents a fraction of a phantom share of Zoetis common stock, plus a small amount of cash-equivalent investments (the cash-equivalent investments typically represent around 5% of the total value of the phantom stock unit). Accordingly, the value of each phantom stock unit is determined by reference to the market value of Zoetis common stock and the value of the cash-equivalent investments.
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 05, 2026 Filed Jul 7, 2026 20:25 UTC | Moderna, Inc. MRNA · Entity 2025 | GrantRestricted Stock Units · Derivative | 38,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001682852-26-000131 · form4.xml · derivative · entry 2 Banque Soria Ester · CIK 0001985166 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,364 Underlying: Common Stock · 38,364 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: 25% of the shares subject to this restricted stock unit award will vest on July 5, 2027 with the remainder vesting in twelve (12) equal quarterly installments thereafter. F3 · derivative.expiration_date: 25% of the shares subject to this restricted stock unit award will vest on July 5, 2027 with the remainder vesting in twelve (12) equal quarterly installments thereafter. Read SEC document |
| July 05, 2026 Filed Jul 7, 2026 20:25 UTC | Moderna, Inc. MRNA · Entity 2025 | GrantStock Option (Right to Buy) · Derivative | 18,658 | $0.00 Strike: $79.76 | $0.00 |
DisclosureSEC source: 0001682852-26-000131 · form4.xml · derivative · entry 1 Banque Soria Ester · CIK 0001985166 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,658 Underlying: Common Stock · 18,658 shares Expires 2036-07-05 F1 · derivative.exercise_date: 25% of this option will vest and become exercisable on July 5, 2027 with the remainder vesting in twelve (12) equal quarterly installments thereafter. Read SEC document |
| October 04, 2024 Filed Oct 8, 2024 20:29 UTC | Zoetis Inc. ZTS · Entity 679 | GrantPhantom Stock Unit · Derivative | 154.3003 | $61.07 | $9,423.12 |
DisclosureSEC source: 0001555280-24-000315 · wk-form4_1728419347.xml · derivative · entry 1 Banque Soria Ester · CIK 0001985166 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319.9475 Underlying: Common Stock · 49.5875 shares Expires not disclosed F1 · security: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F2 · derivative.exercise_price: Each phantom stock unit represents a fraction of a phantom share of Zoetis common stock, plus a small amount of cash-equivalent investments (the cash-equivalent investments typically represent around 5% of the total value of the phantom stock unit). Accordingly, the value of each phantom stock unit is determined by reference to the market value of Zoetis common stock and the value of the cash-equivalent investments. F1 · derivative.exercise_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F1 · derivative.expiration_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 20:34 UTC | Zoetis Inc. ZTS · Entity 679 | Exercise / conversionRestricted Stock Unit · Derivative | 895.0239 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001555280-24-000291 · wk-form4_1722544468.xml · derivative · entry 3 Banque Soria Ester · CIK 0001985166 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,790 Underlying: Common Stock · 895.0239 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 · security: Represents restricted stock units granted pursuant to the Zoetis Inc. Amended and Restated 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Zoetis Inc. common stock. F1 · price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F4 · derivative.exercise_date: One-third of each RSU will vest and be settled in shares of Zoetis Inc. common stock on the first, second and third anniversaries of the date of grant, July 31, 2023; subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 20:34 UTC | Zoetis Inc. ZTS · Entity 679 | Tax withholdingCommon Stock | 307 | $180.04 | $55,272.28 |
DisclosureSEC source: 0001555280-24-000291 · wk-form4_1722544468.xml · nonDerivative · entry 2 Banque Soria Ester · CIK 0001985166 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 588 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 20:34 UTC | Zoetis Inc. ZTS · Entity 679 | Exercise / conversionCommon Stock | 895 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001555280-24-000291 · wk-form4_1722544468.xml · nonDerivative · entry 1 Banque Soria Ester · CIK 0001985166 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 895 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 · security: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F1 · price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 20:25 UTC | Zoetis Inc. ZTS · Entity 679 | GrantPhantom Stock Unit · Derivative | 140.3957 | $57.53 | $8,076.96 |
DisclosureSEC source: 0001555280-24-000279 · wk-form4_1721075133.xml · derivative · entry 1 Banque Soria Ester · CIK 0001985166 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165.6472 Underlying: Common Stock · 45.1126 shares Expires not disclosed F1 · security: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F2 · derivative.exercise_price: Each phantom stock unit represents a fraction of a phantom share of Zoetis common stock, plus a small amount of cash-equivalent investments (the cash-equivalent investments typically represent around 5% of the total value of the phantom stock unit). Accordingly, the value of each phantom stock unit is determined by reference to the market value of Zoetis common stock and the value of the cash-equivalent investments. F1 · derivative.exercise_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F1 · derivative.expiration_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. Read SEC document |
| April 05, 2024 Filed Apr 9, 2024 20:33 UTC | Zoetis Inc. ZTS · Entity 679 | GrantPhantom Stock Unit · Derivative | 25.2515 | $53.31 | $1,346.16 |
DisclosureSEC source: 0001555280-24-000227 · wk-form4_1712694802.xml · derivative · entry 1 Banque Soria Ester · CIK 0001985166 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25.2515 Underlying: Common Stock · 8.1162 shares Expires not disclosed F1 · security: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F2 · derivative.exercise_price: Each phantom stock unit represents a fraction of a phantom share of Zoetis common stock, plus a small amount of cash-equivalent investments (the cash-equivalent investments typically represent around 5% of the total value of the phantom stock unit). Accordingly, the value of each phantom stock unit is determined by reference to the market value of Zoetis common stock and the value of the cash-equivalent investments. F1 · derivative.exercise_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F1 · derivative.expiration_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 21:35 UTC | Zoetis Inc. ZTS · Entity 679 | GrantStock Option · Derivative | 5,514 | $0.00 Strike: $196.14 | $0.00 |
DisclosureSEC source: 0001555280-24-000082 · wk-form4_1707428095.xml · derivative · entry 3 Banque Soria Ester · CIK 0001985166 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,514 Underlying: Common Stock · 5,514 shares Expires not disclosed F6 · security: Stock options (right to buy Zoetis Inc. common stock) granted pursuant to the Zoetis Inc. Amended and Restated 2013 Equity and Incentive Plan. F7 · derivative.exercise_date: One-third of each option will vest on the first, second and third anniversaries of the date of grant, February 6, 2024. F8 · derivative.expiration_date: Each option expires on the tenth anniversary of the date of grant. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 21:35 UTC | Zoetis Inc. ZTS · Entity 679 | GrantRestricted Stock Unit · Derivative | 1,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001555280-24-000082 · wk-form4_1707428095.xml · derivative · entry 1 Banque Soria Ester · CIK 0001985166 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,433 Underlying: Common Stock · 1,433 shares Expires not disclosed F1 · security: Represents restricted stock units granted pursuant to the Zoetis Inc. Amended and Restated 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: One-third of each RSU will vest and be settled in shares of Zoetis Inc. common stock on the first, second and third anniversaries of the date of grant, February 6, 2024; subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 21:03 UTC | Zoetis Inc. ZTS · Entity 679 | GrantRestricted Stock Unit · Derivative | 2,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001555280-23-000199 · wk-form4_1691010229.xml · derivative · entry 1 Banque Soria Ester · CIK 0001985166 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,658 Underlying: Common Stock · 2,658 shares Expires not disclosed F1 · security: Represents restricted stock units granted pursuant to the Zoetis Inc. Amended and Restated 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). One-third of the RSUs vest and are settled in shares of Zoetis common stock on each of the first, second and third anniversaries of the date of grant, respectively, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: One-third of each RSU will vest and be settled in shares of Zoetis Inc. common stock on the first, second and third anniversaries of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F4 · derivative.expiration_date: Not applicable. 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.