Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Leidos Holdings, Inc.LDOS · Entity 668 | Director | September 30, 2026 | October 03, 2026 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Director | October 01, 2026 | October 01, 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.
Leidos Holdings, Inc.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Key Executive Stock Deferral Plan | 1,637.6529 |
Reported balance
After 2026-09-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 5.7006 · Balance 1,637.6529 F1: Dividend equivalent rights. |
| Common StockSEC Table I · non-derivative | Direct | 60,027.08 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 60,027.08 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Limited Partnership | 2,500 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend equivalent rights.
NACCO INDUSTRIES INC
Report date October 01, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,413 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 663 · Balance 19,413 F1: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan.
F2: N/A
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 01, 2022 Filed Jul 5, 2022 16:44 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 579 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-018651 · form4.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,699 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| May 06, 2022 Filed May 10, 2022 21:15 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantStock Option (Right to Buy) · Derivative | 1,784 | $0.00 Strike: $104.06 | $0.00 |
DisclosureSEC source: 0001628280-22-013664 · wf-form4_165221732496316.xml · derivative · entry 2 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,784 Underlying: Common Stock · 1,784 shares Expires 2029-05-05 F1 · derivative.exercise_date: The option shall vest and become exercisable in full on the earlier of (i) the first anniversary of the Grant Date, or (ii) the date that the next annual meeting of the stockholders of the Company is concluded. Read SEC document |
| May 06, 2022 Filed May 10, 2022 21:15 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantCommon Stock | 1,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-013664 · wf-form4_165221732496316.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,615.08 Read SEC document |
| April 01, 2022 Filed Apr 1, 2022 21:50 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 841 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-010948 · form4.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,120 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 01:25 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,523 | $0.00 Strike: $31.62 | $0.00 |
DisclosureSEC source: 0001628280-22-005492 · wf-form4_164678909204135.xml · derivative · entry 3 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,523 shares Expires 2022-06-11 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 · shares: This stock option was previously reported as a stock option grant for 7,777 shares of common stock at an exercise price of $42.79 per share. The number of options and the exercise price were subsequently adjusted to reflect a special dividend declared by the issuer in August 2016. F2 · derivative.underlying_shares: This stock option was previously reported as a stock option grant for 7,777 shares of common stock at an exercise price of $42.79 per share. The number of options and the exercise price were subsequently adjusted to reflect a special dividend declared by the issuer in August 2016. Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 01:25 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | Tax withholdingCommon Stock | 3,167 | $105.08 | $332,788.36 |
DisclosureSEC source: 0001628280-22-005492 · wf-form4_164678909204135.xml · nonDerivative · entry 2 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,509.08 F1 · kind: Represents shares of common stock withheld by the issuer in connection with the option exercise to cover the exercise price and associated fees. Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 01:25 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | Exercise / conversionCommon Stock | 10,523 | $31.62 | $332,766.72 |
DisclosureSEC source: 0001628280-22-005492 · wf-form4_164678909204135.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,676.08 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 03, 2022 Filed Jan 4, 2022 21:09 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 808 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-000430 · form4.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,279 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 19:37 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 1,014 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-026232 · form4.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,471 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| July 01, 2021 Filed Jul 1, 2021 20:09 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 1,056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-021023 · form4.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,457 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 21:39 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | Exercise / conversionStock Option (Right to Buy) · Derivative | 11,685 | $0.00 Strike: $28.84 | $0.00 |
DisclosureSEC source: 0001628280-21-011765 · wf-form4_162310193435722.xml · derivative · entry 3 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,685 shares Expires 2021-06-12 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 · shares: The stock option was previously reported as a stock option grant for 8,636 shares of common stock at an exercise price of $39.03 per share. The number of options and the exercise price were subsequently adjusted to reflect the effects of a special dividend declared by the issuer in August 2016. F2 · derivative.underlying_shares: The stock option was previously reported as a stock option grant for 8,636 shares of common stock at an exercise price of $39.03 per share. The number of options and the exercise price were subsequently adjusted to reflect the effects of a special dividend declared by the issuer in August 2016. Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 21:39 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | Tax withholdingCommon Stock | 3,256 | $103.54 | $337,126.24 |
DisclosureSEC source: 0001628280-21-011765 · wf-form4_162310193435722.xml · nonDerivative · entry 2 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,153.08 F1 · kind: Represents shares of common stock withheld by the issuer in connection with the option exercise to cover the exercise price and associated fees. Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 21:39 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | Exercise / conversionCommon Stock | 11,685 | $28.84 | $337,043.31 |
DisclosureSEC source: 0001628280-21-011765 · wf-form4_162310193435722.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,409.08 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 |
| May 07, 2021 Filed May 12, 2021 00:02 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantStock Option (Right to Buy) · Derivative | 2,123 | $0.00 Strike: $103.90 | $0.00 |
DisclosureSEC source: 0001628280-21-009881 · wf-form4_162077773086938.xml · derivative · entry 2 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,123 Underlying: Common Stock · 2,123 shares Expires 2028-05-06 F1 · derivative.exercise_date: The option shall vest and become exercisable in full on the earlier of (i) the first anniversary of the Grant Date, or (ii) the date that the next annual meeting of the stockholders of the Company is concluded. Read SEC document |
| May 07, 2021 Filed May 12, 2021 00:02 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantCommon Stock | 1,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-009881 · wf-form4_162077773086938.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,724.08 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 21:59 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 1,079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-013241 · form4.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,401 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| January 04, 2021 Filed Jan 4, 2021 21:14 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 1,047 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000191 · form4.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,322 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| November 06, 2020 Filed Nov 10, 2020 22:56 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,144 | $0.00 Strike: $30.00 | $0.00 |
DisclosureSEC source: 0001628280-20-016225 · wf-form4_160504897884293.xml · derivative · entry 3 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,144 shares Expires 2020-12-12 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 · shares: The stock option was previously reported as a stock option grant for 7,497 shares of common stock at an exercise price of $40.60 per share. The number of options and the exercise price were subsequently adjusted to reflect the effects of a special dividend declared by the issuer in August 2016. F2 · derivative.underlying_shares: The stock option was previously reported as a stock option grant for 7,497 shares of common stock at an exercise price of $40.60 per share. The number of options and the exercise price were subsequently adjusted to reflect the effects of a special dividend declared by the issuer in August 2016. Read SEC document |
| November 06, 2020 Filed Nov 10, 2020 22:56 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | Tax withholdingCommon Stock | 3,331.7635 | $91.40 | $304,523.18 |
DisclosureSEC source: 0001628280-20-016225 · wf-form4_160504897884293.xml · nonDerivative · entry 2 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,665.08 F1 · kind: The transaction involved the surrender of shares to Leidos Holdings, Inc. to pay the exercise price and fees for options exercised. Read SEC document |
| November 06, 2020 Filed Nov 10, 2020 22:56 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantCommon Stock | 10,144 | $30.00 | $304,363.62 |
DisclosureSEC source: 0001628280-20-016225 · wf-form4_160504897884293.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,996.8435 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 20:00 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GrantClass A Common Stock | 275 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-026230 · form4.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. F2 · price: N/A Read SEC document |
| May 08, 2020 Filed May 12, 2020 22:02 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantCommon Stock | 1,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-007610 · wf-form4_158932091692702.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,852.8435 Read SEC document |
| May 10, 2019 Filed May 14, 2019 21:35 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantStock Option (Right to Buy) · Derivative | 3,345 | $0.00 Strike: $75.02 | $0.00 |
DisclosureSEC source: 0001225208-19-007962 · doc4.xml · derivative · entry 2 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,345 Underlying: Common Stock · 3,345 shares Expires 2026-05-09 F1 · derivative.exercise_date: The option shall vest and become exercisable in full on the earlier of (i) the first anniversary of the Grant Date, or (ii) the date that the next annual meeting of the stockholders of the Company is concluded. Read SEC document |
| May 10, 2019 Filed May 14, 2019 21:35 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007962 · doc4.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,805.8435 Read SEC document |
| May 11, 2018 Filed May 15, 2018 22:36 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantStock Option (Right to Buy) · Derivative | 4,070 | $0.00 Strike: $63.08 | $0.00 |
DisclosureSEC source: 0001225208-18-009385 · doc4.xml · derivative · entry 2 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,070 Underlying: Common Stock · 4,070 shares Expires 2025-05-10 F1 · derivative.exercise_date: The option shall vest and become exercisable in full on or after the earlier of (i) the first anniversary of the Grant Date, or (ii) the date that the next annual meeting of the stockholders of the Company is concluded. Read SEC document |
| May 11, 2018 Filed May 15, 2018 22:36 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantCommon Stock | 1,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009385 · doc4.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,405.8435 Read SEC document |
| May 12, 2017 Filed May 16, 2017 22:36 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantStock Option (Right to Buy) · Derivative | 4,788 | $0.00 Strike: $52.70 | $0.00 |
DisclosureSEC source: 0001225208-17-009937 · doc4.xml · derivative · entry 2 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,788 Underlying: Common Stock · 4,788 shares Expires 2024-05-11 F1 · derivative.exercise_date: The options shall vest and become exercisable in full on or after the earlier of (i) the first anniversary of the Grant Date, or (ii) the date that the next annual meeting of the stockholders of the Company is concluded. Read SEC document |
| May 12, 2017 Filed May 16, 2017 22:36 UTC | Leidos Holdings, Inc. LDOS · Entity 668 | GrantCommon Stock | 1,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009937 · doc4.xml · nonDerivative · entry 1 SHAPARD ROBERT S · CIK 0001121300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,819.8435 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.