Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lumentum Holdings Inc.LITE · Entity 2957 | Director | March 31, 2026 | July 07, 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.
Lumentum Holdings Inc.
Report date March 31, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,774 |
Reported balance
After 2026-03-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 374 · Balance 12,774 F1: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock of the Issuer. F2: The number of shares reported as beneficially owned following the reported transaction is as of March 31, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 12,649 |
Reported balance
After 2026-03-31 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-31 · Tax withholding · Disposed 125 · Balance 12,649 F3: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting of RSUs. F2: The number of shares reported as beneficially owned following the reported transaction is as of March 31, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 12,969 |
Reported balance
After 2026-04-30 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-04-30 · Grant · Acquired 320 · Balance 12,969 F1: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock of the Issuer. F4: The number of shares reported as beneficially owned following the reported transaction is as of April 30, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 12,824 |
Reported balance
After 2026-04-30 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-04-30 · Tax withholding · Disposed 145 · Balance 12,824 F3: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting of RSUs. F4: The number of shares reported as beneficially owned following the reported transaction is as of April 30, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 13,082 |
Reported balance
After 2026-05-29 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-05-29 · Grant · Acquired 258 · Balance 13,082 F1: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock of the Issuer. F5: The number of shares reported as beneficially owned following the reported transaction is as of May 29, 2026, prior to the 4,000 share stock sale on May 29, 2026 reported in the Reporting Person's Form 4 filed June 1, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 12,957 |
Reported balance
After 2026-05-29 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2026-05-29 · Tax withholding · Disposed 125 · Balance 12,957 F3: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting of RSUs. F5: The number of shares reported as beneficially owned following the reported transaction is as of May 29, 2026, prior to the 4,000 share stock sale on May 29, 2026 reported in the Reporting Person's Form 4 filed June 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock of the Issuer.
F2: The number of shares reported as beneficially owned following the reported transaction is as of March 31, 2026.
F3: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting of RSUs.
F4: The number of shares reported as beneficially owned following the reported transaction is as of April 30, 2026.
F5: The number of shares reported as beneficially owned following the reported transaction is as of May 29, 2026, prior to the 4,000 share stock sale on May 29, 2026 reported in the Reporting Person's Form 4 filed June 1, 2026.
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 |
|---|---|---|---|---|---|---|
| June 02, 2026 Filed Jun 4, 2026 21:43 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | SaleCommon Stock | 1,416 | $1,000.08 | $1,416,114.70 |
DisclosureSEC source: 0001866503-26-000005 · form4-06042026_090638.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,984 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 27, 2026. F2 · price: These sales were executed in multiple trades at prices ranging from $1,000.00 to $1,000.09. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide full information regarding the number of shares and prices at which these sales were effected, upon request, to the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 00:58 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | SaleCommon Stock | 4,000 | $860.00 | $3,440,000.00 |
DisclosureSEC source: 0001866503-26-000004 · form4-06022026_120628.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,400 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 27, 2026. Read SEC document |
| May 29, 2026 Filed Jul 7, 2026 23:28 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Tax withholdingCommon Stock | 125 | $854.96 | $106,870.00 |
DisclosureSEC source: 0001866503-26-000006 · form4-07072026_110711.xml · nonDerivative · entry 6 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,957 F3 · kind: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting of RSUs. F5 · balance_after: The number of shares reported as beneficially owned following the reported transaction is as of May 29, 2026, prior to the 4,000 share stock sale on May 29, 2026 reported in the Reporting Person's Form 4 filed June 1, 2026. Read SEC document |
| May 29, 2026 Filed Jul 7, 2026 23:28 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 258 | $0.00 | $0.00 |
DisclosureSEC source: 0001866503-26-000006 · form4-07072026_110711.xml · nonDerivative · entry 5 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,082 F1 · kind: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock of the Issuer. F5 · balance_after: The number of shares reported as beneficially owned following the reported transaction is as of May 29, 2026, prior to the 4,000 share stock sale on May 29, 2026 reported in the Reporting Person's Form 4 filed June 1, 2026. Read SEC document |
| April 30, 2026 Filed Jul 7, 2026 23:28 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Tax withholdingCommon Stock | 145 | $902.32 | $130,836.40 |
DisclosureSEC source: 0001866503-26-000006 · form4-07072026_110711.xml · nonDerivative · entry 4 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,824 F3 · kind: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting of RSUs. F4 · balance_after: The number of shares reported as beneficially owned following the reported transaction is as of April 30, 2026. Read SEC document |
| April 30, 2026 Filed Jul 7, 2026 23:28 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001866503-26-000006 · form4-07072026_110711.xml · nonDerivative · entry 3 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,969 F1 · kind: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock of the Issuer. F4 · balance_after: The number of shares reported as beneficially owned following the reported transaction is as of April 30, 2026. Read SEC document |
| March 31, 2026 Filed Jul 7, 2026 23:28 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Tax withholdingCommon Stock | 125 | $702.76 | $87,845.00 |
DisclosureSEC source: 0001866503-26-000006 · form4-07072026_110711.xml · nonDerivative · entry 2 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,649 F3 · kind: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting of RSUs. F2 · balance_after: The number of shares reported as beneficially owned following the reported transaction is as of March 31, 2026. Read SEC document |
| March 31, 2026 Filed Jul 7, 2026 23:28 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 374 | $0.00 | $0.00 |
DisclosureSEC source: 0001866503-26-000006 · form4-07072026_110711.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,774 F1 · kind: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock of the Issuer. F2 · balance_after: The number of shares reported as beneficially owned following the reported transaction is as of March 31, 2026. Read SEC document |
| February 27, 2026 Filed Mar 4, 2026 00:12 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Tax withholdingCommon Stock | 220 | $700.91 | $154,200.20 |
DisclosureSEC source: 0001866503-26-000003 · form4-03042026_120351.xml · nonDerivative · entry 2 Harris Isaac Hosojiro · CIK 0001866503 · Director · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,400 F2 · kind: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting of RSUs. Read SEC document |
| February 27, 2026 Filed Mar 4, 2026 00:12 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 611 | $0.00 | $0.00 |
DisclosureSEC source: 0001866503-26-000003 · form4-03042026_120351.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,620 F1 · kind: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock of the Issuer. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 00:22 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Tax withholdingCommon Stock | 225 | $391.84 | $88,164.00 |
DisclosureSEC source: 0001866503-26-000002 · form4-02032026_120208.xml · nonDerivative · entry 2 Harris Isaac Hosojiro · CIK 0001866503 · Director · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,009 F2 · kind: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting of RSUs. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 00:22 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 629 | $0.00 | $0.00 |
DisclosureSEC source: 0001866503-26-000002 · form4-02032026_120208.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,234 F1 · shares: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock of the Issuer. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 22:08 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | Tax withholdingCommon Stock | 312 | $368.59 | $115,000.08 |
DisclosureSEC source: 0001866503-26-000001 · form4-01052026_100149.xml · nonDerivative · entry 2 Harris Isaac Hosojiro · CIK 0001866503 · Director · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,605 F2 · kind: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting of RSUs. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 22:08 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 870 | $0.00 | $0.00 |
DisclosureSEC source: 0001866503-26-000001 · form4-01052026_100149.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,917 F1 · shares: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock of the Issuer. Read SEC document |
| November 19, 2025 Filed Nov 22, 2025 00:12 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 1,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001866503-25-000004 · form4-11222025_121146.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,047 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of November 19, 2026 or the day prior to the the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2025 Equity Incentive Plan. Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 22:41 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | SaleCommon Stock | 7,200 | $243.32 | $1,751,904.00 |
DisclosureSEC source: 0001866503-25-000003 · form4-11122025_101129.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,764 Read SEC document |
| November 20, 2024 Filed Nov 23, 2024 00:06 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 3,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-027584 · form4-11232024_121146.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,964 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of November 20, 2025 or the day prior to the the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2015 Equity Incentive Plan. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 23:55 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 5,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-056379 · doc4.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,651 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of November 17, 2024 or the day prior to the the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2015 Equity Incentive Plan. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 01:01 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 3,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001633978-22-000047 · wf-form4_166864689664086.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,235 F1 · kind: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of one year from the grant date or the day prior to the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2015 Equity Incentive Plan. Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 22:11 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 2,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001633978-21-000086 · wf-form4_163761908728492.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,174 F1 · kind: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of November 19, 2022 or the day prior to the the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2015 Equity Incentive Plan. Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 20:25 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 2,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001633978-21-000035 · wf-form4_162517110315171.xml · nonDerivative · entry 1 Harris Isaac Hosojiro · CIK 0001866503 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,556 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. The RSU shall vest 1/3 each year from the date of June 2, 2021 when the individual was appointed as a Board of Director to Lumentum Holdings. 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.