Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIER GLOBAL CorpCARR · Entity 3043 | Director | April 15, 2026 | April 17, 2026 |
| FLEX LTD.FLEX · Entity 3085 | Director · Chief Executive Officer | July 02, 2018 | July 04, 2018 |
| Workday, Inc.WDAY · Entity 1785 | Director | June 16, 2026 | June 18, 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.
CARRIER GLOBAL Corp
Report date April 15, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director DSUSEC Table II · derivative / convertible security | Direct | 43,220.3676 |
Reported balance
After 2026-04-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-15 · Grant · Acquired 3,637.9163 · Balance 43,220.3676 F1: The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments.
FLEX LTD.
Report date July 02, 2018 · Filed July 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 3,423,877 |
Reported balance
After 2018-07-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-07-02 · Sale · Disposed 42,655 · Balance 3,423,877 F1: Disposition of shares exempt under Rule 16b-3 as payment of tax liability to Company incident to vesting of restricted stock share award. F2: Price reflects weighted average sales price; actual sales prices ranged from $13.68 to $13.90. The Reporting Person undertakes to provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased or sold at each separate price. F3: Includes the following: (1) 89,876 unvested Restricted Share Units, which will vest on June 10, 2019; (2) 183,308 unvested Restricted Share Units, which will vest in two equal annual installments beginning on June 14, 2019; (3) 252,448 unvested Restricted Share Units, which will vest in three equal annual installments beginning on June 29, 2019; and (4) 329,225 unvested Restricted Share Units, which will vest in four equal annual installments beginning on June 19, 2019. F4: Each unvested Restricted Share Unit represents a contingent right to receive one unrestricted, fully transferable share for each vested Restricted Share Unit which has not previously forfeited. F5: The shares are held by the McNamara Family Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of shares exempt under Rule 16b-3 as payment of tax liability to Company incident to vesting of restricted stock share award.
F2: Price reflects weighted average sales price; actual sales prices ranged from $13.68 to $13.90. The Reporting Person undertakes to provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased or sold at each separate price.
F3: Includes the following: (1) 89,876 unvested Restricted Share Units, which will vest on June 10, 2019; (2) 183,308 unvested Restricted Share Units, which will vest in two equal annual installments beginning on June 14, 2019; (3) 252,448 unvested Restricted Share Units, which will vest in three equal annual installments beginning on June 29, 2019; and (4) 329,225 unvested Restricted Share Units, which will vest in four equal annual installments beginning on June 19, 2019.
F4: Each unvested Restricted Share Unit represents a contingent right to receive one unrestricted, fully transferable share for each vested Restricted Share Unit which has not previously forfeited.
F5: The shares are held by the McNamara Family Trust.
Workday, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 26,444 |
Reported balance
After 2026-06-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 2,366 · Balance 26,444 F1: Includes 2,366 restricted stock units (RSUs) from an original grant with a grant date of 6/16/2026, each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will vest 100% on 5/5/2027. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectThe McNamara Family Trust U/A DTD 10/11/2001 | 1,000 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,366 restricted stock units (RSUs) from an original grant with a grant date of 6/16/2026, each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will vest 100% on 5/5/2027. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Slack Technologies, Inc.
Report date July 21, 2021 · Filed July 21, 2021
Section 16 reporting ended · disclosed 2021-07-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-07-21 transaction · row 1
1 source rowRow 1 · 2021-07-21 · Other · Disposed 19,795 · Balance 0 F1: Includes 9,294 shares of Class A common stock subject to restricted stock units ("RSUs") of the Issuer. In connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of December 1, 2020 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Skyline Strategies I Inc., Skyline Strategies II LLC, and the Issuer, the Reporting Person's RSUs were accelerated and became fully vested upon the effective time of the merger. F2: Pursuant to the Merger Agreement, each share of the Issuer's common stock was tendered in exchange for (i) 0.0776 shares of Salesforce common stock and (ii) $26.79 in cash, together with cash in lieu of any fractional shares of Salesforce common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 9,294 shares of Class A common stock subject to restricted stock units ("RSUs") of the Issuer. In connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of December 1, 2020 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Skyline Strategies I Inc., Skyline Strategies II LLC, and the Issuer, the Reporting Person's RSUs were accelerated and became fully vested upon the effective time of the merger.
F2: Pursuant to the Merger Agreement, each share of the Issuer's common stock was tendered in exchange for (i) 0.0776 shares of Salesforce common stock and (ii) $26.79 in cash, together with cash in lieu of any fractional shares of Salesforce common stock.
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 |
|---|---|---|---|---|---|---|
| September 06, 2016 Filed Sep 8, 2016 23:22 UTC | Workday, Inc. WDAY · Entity 1785 | SaleClass A Common Stock | 6,800 | $90.00 | $612,000.00 |
DisclosureSEC source: 0001209191-16-140661 · doc4.xml · nonDerivative · entry 1 MCNAMARA MICHAEL M · CIK 0001261031 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Flextronics International USA, Inc. 2005 Senior Executive Deferred Compensation Plan dtd 6/30/05 Disclosed balance after: 9,165 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 12, 2016. 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.