Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON PROPERTIES LTD PARTNERSHIPN/A · Entity 41445 | Director | May 29, 2026 | June 02, 2026 |
| BXP, Inc.BXP · Entity 3450 | Director | September 30, 2026 | October 01, 2026 |
| NEWS CORPNWS · Entity 3322 | Director | October 14, 2020 | October 15, 2020 |
| Oscar Health, Inc.OSCR · Entity 3582 | Chief Policy & Strat. Officer | August 18, 2021 | August 20, 2021 |
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.
BOSTON PROPERTIES LTD PARTNERSHIP
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 22,839 |
Reported balance
After 2026-05-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 3,332 · Balance 22,839 F1: Represents units of limited partnership interest in the Issuer issued pursuant to BXP, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. F2: The 3,332 LTIP Units will vest on the earlier of (i) May 29, 2027 and (ii) the date of BXP's 2027 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents units of limited partnership interest in the Issuer issued pursuant to BXP, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date.
F2: The 3,332 LTIP Units will vest on the earlier of (i) May 29, 2027 and (ii) the date of BXP's 2027 annual meeting of stockholders.
BXP, Inc.
Report date September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 25,088.27 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 552.28 · Balance 25,088.27 F1: The Phantom Stock Units convert to BXP, Inc. ("BXP") common stock on a 1-for-1 basis. F2: The Phantom Stock Units are awarded under BXP's 2021 Stock Incentive Plan to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may make one or more elections to convert all or a portion (but only in 25% increments) of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. These elections may only be made after the director's service on the BXP Board of Directors ends. Amounts notionally invested in measurement funds will be settled in cash instead of BXP common stock. F3: Includes 242.52 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on July 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The Phantom Stock Units convert to BXP, Inc. ("BXP") common stock on a 1-for-1 basis.
F2: The Phantom Stock Units are awarded under BXP's 2021 Stock Incentive Plan to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may make one or more elections to convert all or a portion (but only in 25% increments) of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. These elections may only be made after the director's service on the BXP Board of Directors ends. Amounts notionally invested in measurement funds will be settled in cash instead of BXP common stock.
F3: Includes 242.52 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on July 31, 2026.
NEWS CORP
Report date October 14, 2020 · Filed October 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 61,598 |
Reported balance
After 2020-10-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-10-14 · Grant · Acquired 359 · Balance 61,598 F1: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2: Represents dividend equivalents accrued with respect to deferred stock units previously granted. F3: The deferred stock units representing dividend equivalents become payable in cash upon vesting of the underlying deferred stock units. F4: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock.
F2: Represents dividend equivalents accrued with respect to deferred stock units previously granted.
F3: The deferred stock units representing dividend equivalents become payable in cash upon vesting of the underlying deferred stock units.
F4: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director.
Oscar Health, Inc.
Report date August 18, 2021 · Filed August 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 17 |
Reported balance
After 2021-08-18 transaction · row 1
1 source rowRow 1 · 2021-08-18 · Exercise / conversion · Acquired 17 · Balance 17 F1: Each restricted stock unit represents a contingent right to receive one share of Class A common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-08-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-08-18 · Exercise / conversion · Disposed 17 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Class A common stock. F2: On March 5, 2021, the reporting person received a grant of 17 RSUs, all of which vested on August 18, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Class A common stock.
F2: On March 5, 2021, the reporting person received a grant of 17 RSUs, all of which vested on August 18, 2021.
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 03, 2016 Filed Oct 5, 2016 20:34 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,512 | $14.43 | $36,248.16 |
DisclosureSEC source: 0001140361-16-082002 · doc1.xml · derivative · entry 1 KLEIN JOEL · CIK 0001166832 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512 Underlying: Class A Common Stock · 2,512 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in cash on the first trading day of the quarter five years following the grant. F2 · derivative.expiration_date: The deferred stock units become payable in cash on the first trading day of the quarter five years following the grant. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 16:44 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 173.34 | $136.29 | $23,624.51 |
DisclosureSEC source: 0001246991-16-000532 · edgar.xml · derivative · entry 1 KLEIN JOEL · CIK 0001166832 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,977.66 Underlying: Common Stock · 173.34 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units convert to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2012 Stock Option and Incentive Plan to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) upon the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. F2 · derivative.expiration_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2012 Stock Option and Incentive Plan to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) upon the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. F3 · balance_after: Includes Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person when and as dividends were paid on Boston Properties, Inc. Common Stock. 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.