Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DTE ENERGY CODTE · Entity 1351 | Director | May 07, 2026 | May 11, 2026 |
| OMNICOM GROUP INC.OMC · Entity 3205 | Director | October 01, 2026 | October 05, 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.
DTE ENERGY CO
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,448.72 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,230 · Balance 2,448.72 F1: 1 for 1 F2: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. F3: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: The phantom shares are immediately vested, but subject to a minimum 1-year deferral.
F3: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors.
OMNICOM GROUP INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.15 per shareSEC Table I · non-derivative | Direct | 7,310.92 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 696.05 · Balance 7,310.92 F1: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2026 Incentive Award Plan. F2: Includes dividends on deferred shares that are reinvested in company stock, credited on July 9, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2026 Incentive Award Plan.
F2: Includes dividends on deferred shares that are reinvested in company stock, credited on July 9, 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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:32 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 696.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-106842 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,310.92 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2026 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on July 9, 2026. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:30 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 703.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-075526 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,575.62 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2026 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on April 9, 2026. Read SEC document |
| May 07, 2026 Filed May 11, 2026 16:51 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-26-000105 · wk-form4_1778518292.xml · derivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,448.72 Underlying: Common Stock · 1,230 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:30 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 680.52 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-039963 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,837.2 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2026 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on January 9, 2026. Read SEC document |
| January 01, 2026 Filed Jan 6, 2026 00:58 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 634.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-001428 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,130.48 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2021 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on October 10, 2025. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:35 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 628.6 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-096144 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,478.02 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2021 Incentive Award Plan. F2 · balance_after: 10/03/25 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:32 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 712.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-061515 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,837.65 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2021 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on April 9, 2025. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:08 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,180 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-25-000130 · wk-form4_1746821291.xml · derivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,180 Underlying: Common Stock · 1,180 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:30 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 618.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028660 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,119.8 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2021 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on January 10, 2025. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 21:36 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-25-000056 · wk-form4_1738964171.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F1 · price: Grant of restricted stock. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:30 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 595.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-000809 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,485.54 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2021 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on October 11, 2024. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:30 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 423.16 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-085061 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,879.98 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2021 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on July 9, 2024. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:31 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 487.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-059075 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,449.38 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2021 Incentive Award Plan. F2 · balance_after: Includes dividends on deferred shares that are reinvested in company stock, credited on April 9, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:30 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 452.15 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-029842 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 957.87 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2021 Incentive Award Plan. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:34 UTC | OMNICOM GROUP INC. OMC · Entity 3205 | GrantCommon Stock, par value $0.15 per share | 505.72 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-000829 · ownership.xml · nonDerivative · entry 1 Santos Cassandra · CIK 0002004987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505.72 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the Omnicom Group Inc. 2021 Incentive Award 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.