Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SIMON PROPERTY GROUP INC.SPG · Entity 2946 | Director | September 30, 2026 | October 01, 2026 |
| SYSCO CORPSYY · Entity 2003 | Director | September 30, 2026 | October 03, 2026 |
| ZIMMER BIOMET HOLDINGS, INC.ZBH · Entity 3278 | Director | May 08, 2020 | May 12, 2020 |
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.
SIMON PROPERTY GROUP INC.
Report date September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,269 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Purchase · Acquired 367 · Balance 46,269 F1: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan.
SYSCO CORP
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 105,171.492 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 334 · Balance 105,171.492 F1: Represents shares to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Plan, including 175 shares to be received in lieu of the base retainer. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Plan, including 175 shares to be received in lieu of the base retainer. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan.
ZIMMER BIOMET HOLDINGS, INC.
Report date May 08, 2020 · Filed May 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $120.68 | Direct | 22,348.068 |
Reported balance
After 2020-05-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-05-08 · Grant · Acquired 500 · Balance 22,348.068 F1: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors. F2: The Conversion or Exercise Price of the Derivative Security is 1-for-1. F3: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director. F4: Includes 154.831 phantom stock units accrued between July 31, 2019 and April 30, 2020 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 19,545.163 |
Reported balance
After 2020-05-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-05-08 · Grant · Acquired 1,077.229 · Balance 19,545.163 F2: The Conversion or Exercise Price of the Derivative Security is 1-for-1. F5: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date. F6: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors.
F2: The Conversion or Exercise Price of the Derivative Security is 1-for-1.
F3: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.
F4: Includes 154.831 phantom stock units accrued between July 31, 2019 and April 30, 2020 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.
F5: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.
F6: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods.
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 |
|---|---|---|---|---|---|---|
| November 16, 2017 Filed Nov 17, 2017 22:06 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,958 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-17-000184 · edgar.xml · nonDerivative · entry 1 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,289.85 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 20:55 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 115 | $54.05 | $6,215.75 |
DisclosureSEC source: 0000096021-17-000142 · edgar.xml · nonDerivative · entry 2 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,016.941 F2 · shares: Represents company match equal to 50% of the 231 shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 20:55 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 277 | $54.05 | $14,971.85 |
DisclosureSEC source: 0000096021-17-000142 · edgar.xml · nonDerivative · entry 1 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,901.941 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan, including 231 shares to be received in lieu of the base retainer. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 21:59 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 125 | $49.86 | $6,232.50 |
DisclosureSEC source: 0000096021-17-000083 · edgar.xml · nonDerivative · entry 2 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,281.883 F2 · shares: Represents company match equal to 50% of the 250 shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 21:59 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 300 | $49.86 | $14,958.00 |
DisclosureSEC source: 0000096021-17-000083 · edgar.xml · nonDerivative · entry 1 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,156.883 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan, including 250 shares to be received in lieu of the base retainer. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| May 12, 2017 Filed May 16, 2017 18:13 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 1,067.85 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-17-000174 · edgar.xml · derivative · entry 2 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,246.653 Underlying: Common Stock · 1,067.85 shares Expires not disclosed F2 · derivative.exercise_price: The Conversion or Exercise Price of the Derivative Security is 1-for-1. F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date. F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date. F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods. Read SEC document |
| May 12, 2017 Filed May 16, 2017 18:13 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 500 | $0.00 Strike: $121.74 | $0.00 |
DisclosureSEC source: 0000911916-17-000174 · edgar.xml · derivative · entry 1 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,361.093 Underlying: Common Stock · 500 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of the Derivative Security is 1-for-1. F3 · derivative.exercise_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director ("Annual Deferred Share Units"). F3 · derivative.expiration_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director ("Annual Deferred Share Units"). F4 · balance_after: Includes 156.179 phantom stock units accrued between July 29, 2016 and April 28, 2017 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 10, 2017 Filed May 11, 2017 18:28 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 1,109 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-007065 · edgar.xml · nonDerivative · entry 1 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,654 F1 · kind: Non-cash compensation- Award of restricted stock under the Simon Property Group, L.P. 1998 Stock Incentive Plan (as amended and restated April 4, 2014). The restricted stock vests on May 10, 2018. F1 · price: Non-cash compensation- Award of restricted stock under the Simon Property Group, L.P. 1998 Stock Incentive Plan (as amended and restated April 4, 2014). The restricted stock vests on May 10, 2018. F2 · balance_after: Includes 268 common shares acquired through the reinvestment of dividends received on common shares in 2016 and the first quarter of 2017 under the Company's Stock Incentive Plan. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:52 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 120 | $52.02 | $6,242.40 |
DisclosureSEC source: 0000096021-17-000049 · edgar.xml · nonDerivative · entry 2 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,531.396 F2 · shares: Represents company match equal to 50% of the 240 shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:52 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 288 | $52.02 | $14,981.76 |
DisclosureSEC source: 0000096021-17-000049 · edgar.xml · nonDerivative · entry 1 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,411.396 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan, including 240 shares to be received in lieu of the base retainer. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:17 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 112 | $55.37 | $6,201.44 |
DisclosureSEC source: 0000096021-17-000008 · edgar.xml · nonDerivative · entry 2 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,821.306 F2 · shares: Represents company match equal to 50% of the 225 shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:17 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 270 | $55.37 | $14,949.90 |
DisclosureSEC source: 0000096021-17-000008 · edgar.xml · nonDerivative · entry 1 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,709.306 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan, including 225 shares to be received in lieu of the base retainer. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 22:15 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,992 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-16-000352 · edgar.xml · nonDerivative · entry 1 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,439.306 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2009 Non-Employee Directors Stock Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:11 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 127 | $49.03 | $6,226.81 |
DisclosureSEC source: 0000096021-16-000292 · edgar.xml · nonDerivative · entry 2 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,151.437 F2 · shares: Represents company match equal to 50% of the 254 shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:11 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 304 | $49.03 | $14,905.12 |
DisclosureSEC source: 0000096021-16-000292 · edgar.xml · nonDerivative · entry 1 GLASSCOCK LARRY C · CIK 0001189793 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,024.437 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the 2009 Non-Employee Directors Stock Plan, including 254 shares to be received in lieu of the base retainer. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral 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.