Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADOBE INC.ADBE · Entity 2895 | EVP, CMO, Corp Strategy & Dev | February 02, 2023 | February 03, 2023 |
| MATTEL INC /DE/MAT · Entity 1046 | Director | July 31, 2023 | August 02, 2023 |
| MongoDB, Inc.MDB · Entity 3107 | Director | June 30, 2026 | July 02, 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.
ADOBE INC.
Report date February 02, 2023 · Filed February 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,977.0511 |
Reported balance
After 2023-02-02 transaction · row 1
1 source rowRow 1 · 2023-02-02 · Sale · Disposed 2,599 · Balance 26,977.0511 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 1, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 1, 2022.
MATTEL INC /DE/
Report date July 31, 2023 · Filed August 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,858 |
Reported balance
After 2023-07-31 transaction · row 1
1 source rowRow 1 · 2023-07-31 · Exercise / conversion · Acquired 12,601 · Balance 51,858 F1: As reported on a Form 4 dated July 31, 2020 and filed on August 4, 2020, the Reporting Person received a grant of 12,601 Restricted Stock Units ("RSUs") on July 31, 2020. The RSUs were fully vested on the grant date and are settled on the third anniversary of the grant date. On July 31, 2023, 100% of these RSUs were settled, resulting in the issuance of 12,601 shares of Mattel, Inc. Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-07-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-07-31 · Exercise / conversion · Disposed 12,601 · Balance 0 F1: As reported on a Form 4 dated July 31, 2020 and filed on August 4, 2020, the Reporting Person received a grant of 12,601 Restricted Stock Units ("RSUs") on July 31, 2020. The RSUs were fully vested on the grant date and are settled on the third anniversary of the grant date. On July 31, 2023, 100% of these RSUs were settled, resulting in the issuance of 12,601 shares of Mattel, Inc. Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: As reported on a Form 4 dated July 31, 2020 and filed on August 4, 2020, the Reporting Person received a grant of 12,601 Restricted Stock Units ("RSUs") on July 31, 2020. The RSUs were fully vested on the grant date and are settled on the third anniversary of the grant date. On July 31, 2023, 100% of these RSUs were settled, resulting in the issuance of 12,601 shares of Mattel, Inc. Common Stock.
MongoDB, Inc.
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,454 |
Ending reported balance
After 2026-06-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-30 · Grant · Acquired 767 · Balance 3,295 F1: Represents restricted stock units issued to the Reporting Person pursuant to the annual equity grant under the Issuer's non-employee director compensation policy. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer and has no expiration date. The shares underlying the restricted stock unit award shall vest in full on the earlier of (i) the first anniversary of the grant date and (ii) the date of the Issuer's 2027 annual stockholders' meeting, subject to the Reporting Person providing continuous service to the Issuer through such date. Row 2 · 2026-06-30 · Grant · Acquired 159 · Balance 3,454 F2: Represents fully vested shares issued to the Reporting Person who elected to receive stock in lieu of cash for services as a director under the Issuer's non-employee director compensation policy. The number of shares was calculated based on the 30-day volume-weighted average share price as of the date immediately prior to the date of issuance and the amount of fees owed to the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units issued to the Reporting Person pursuant to the annual equity grant under the Issuer's non-employee director compensation policy. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer and has no expiration date. The shares underlying the restricted stock unit award shall vest in full on the earlier of (i) the first anniversary of the grant date and (ii) the date of the Issuer's 2027 annual stockholders' meeting, subject to the Reporting Person providing continuous service to the Issuer through such date.
F2: Represents fully vested shares issued to the Reporting Person who elected to receive stock in lieu of cash for services as a director under the Issuer's non-employee director compensation policy. The number of shares was calculated based on the 30-day volume-weighted average share price as of the date immediately prior to the date of issuance and the amount of fees owed to the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| January 24, 2017 Filed Jan 26, 2017 21:12 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionRestricted Stock Units · Derivative | 6,317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000049 · wf-form4_148546516412994.xml · derivative · entry 11 Lewnes Ann · CIK 0001597445 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,316 Underlying: Common Stock · 6,317 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. F4 · derivative.exercise_date: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2015 vesting commencement date. F4 · derivative.expiration_date: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2015 vesting commencement date. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:12 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionRestricted Stock Units · Derivative | 6,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000049 · wf-form4_148546516412994.xml · derivative · entry 10 Lewnes Ann · CIK 0001597445 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,333 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. F3 · derivative.exercise_date: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2014 vesting commencement date. F3 · derivative.expiration_date: Vests at a rate of 1/3 annually on the first, second and third anniversaries of the January 24, 2014 vesting commencement date. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:12 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionPerformance Shares · Derivative | 37,620 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000049 · wf-form4_148546516412994.xml · derivative · entry 9 Lewnes Ann · CIK 0001597445 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,620 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_date: The Performance Shares vested in full upon the certification of performance goal achievement at 198% following the three-year anniversary of the January 24, 2014 grant date. F2 · derivative.expiration_date: The Performance Shares vested in full upon the certification of performance goal achievement at 198% following the three-year anniversary of the January 24, 2014 grant date. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:12 UTC | ADOBE INC. ADBE · Entity 2895 | Tax withholdingCommon Stock | 3,313 | $113.72 | $376,754.36 |
DisclosureSEC source: 0000796343-17-000049 · wf-form4_148546516412994.xml · nonDerivative · entry 8 Lewnes Ann · CIK 0001597445 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,876 F1 · shares: Shares surrendered to pay tax liability due at vesting. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:12 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionCommon Stock | 6,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000049 · wf-form4_148546516412994.xml · nonDerivative · entry 7 Lewnes Ann · CIK 0001597445 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,189 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. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:12 UTC | ADOBE INC. ADBE · Entity 2895 | Tax withholdingCommon Stock | 3,296 | $113.72 | $374,821.12 |
DisclosureSEC source: 0000796343-17-000049 · wf-form4_148546516412994.xml · nonDerivative · entry 6 Lewnes Ann · CIK 0001597445 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,839 F1 · shares: Shares surrendered to pay tax liability due at vesting. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:12 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionCommon Stock | 6,317 | $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000049 · wf-form4_148546516412994.xml · nonDerivative · entry 5 Lewnes Ann · CIK 0001597445 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,135 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. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:12 UTC | ADOBE INC. ADBE · Entity 2895 | Tax withholdingCommon Stock | 2,473 | $113.72 | $281,229.56 |
DisclosureSEC source: 0000796343-17-000049 · wf-form4_148546516412994.xml · nonDerivative · entry 4 Lewnes Ann · CIK 0001597445 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,818 F1 · shares: Shares surrendered to pay tax liability due at vesting. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:12 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionCommon Stock | 6,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000049 · wf-form4_148546516412994.xml · nonDerivative · entry 3 Lewnes Ann · CIK 0001597445 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,291 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. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:12 UTC | ADOBE INC. ADBE · Entity 2895 | Tax withholdingCommon Stock | 19,630 | $113.72 | $2,232,323.60 |
DisclosureSEC source: 0000796343-17-000049 · wf-form4_148546516412994.xml · nonDerivative · entry 2 Lewnes Ann · CIK 0001597445 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,958 F1 · shares: Shares surrendered to pay tax liability due at vesting. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:12 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionCommon Stock | 37,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000796343-17-000049 · wf-form4_148546516412994.xml · nonDerivative · entry 1 Lewnes Ann · CIK 0001597445 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,588 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. 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.