Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Edwards Lifesciences CorpEW · Entity 3026 | Director | May 08, 2026 | May 09, 2026 |
| Organon & Co.OGN · Entity 4115 | Director | June 12, 2026 | June 15, 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.
Edwards Lifesciences Corp
Report date May 08, 2026 · Filed May 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,779 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 3,251 · Balance 6,779 F1: These restricted stock units were granted on May 8, 2026 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 14,076 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,076 |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units were granted on May 8, 2026 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders.
Organon & Co.
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 39,950.644 |
Reported balance
After 2026-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-12 · Grant · Acquired 17,857.143 · Balance 39,950.644 F1: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1. F2: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the person's termination of service as a director pursuant to the terms of the Plan. F3: Holdings include phantom stock acquired in dividend reinvestment transactions on September 11, 2025, December 11, 2025, March 12, 2026 and June 11, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1.
F2: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the person's termination of service as a director pursuant to the terms of the Plan.
F3: Holdings include phantom stock acquired in dividend reinvestment transactions on September 11, 2025, December 11, 2025, March 12, 2026 and June 11, 2026.
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 |
|---|---|---|---|---|---|---|
| June 12, 2026 Filed Jun 15, 2026 20:40 UTC | Organon & Co. OGN · Entity 4115 | GrantPhantom Stock · Derivative | 17,857.143 | $13.44 | $240,000.00 |
DisclosureSEC source: 0001628280-26-043249 · wk-form4_1781556043.xml · derivative · entry 1 Sequeira Ramona · CIK 0001811081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,950.644 Underlying: Common Stock · 17,857.143 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1. F2 · derivative.exercise_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the person's termination of service as a director pursuant to the terms of the Plan. F2 · derivative.expiration_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the person's termination of service as a director pursuant to the terms of the Plan. F3 · balance_after: Holdings include phantom stock acquired in dividend reinvestment transactions on September 11, 2025, December 11, 2025, March 12, 2026 and June 11, 2026. Read SEC document |
| May 08, 2026 Filed May 9, 2026 01:18 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 3,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005054 · doc4.xml · nonDerivative · entry 1 Sequeira Ramona · CIK 0001811081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,779 F1 · shares: These restricted stock units were granted on May 8, 2026 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:46 UTC | Organon & Co. OGN · Entity 4115 | GrantPhantom Stock · Derivative | 21,890.547 | $10.05 | $220,000.00 |
DisclosureSEC source: 0001821825-25-000063 · wk-form4_1751489156.xml · derivative · entry 1 Sequeira Ramona · CIK 0001811081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,890.547 Underlying: Common Stock · 21,890.547 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1. F2 · derivative.exercise_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the person's termination of service as a director pursuant to the terms of the Plan. F2 · derivative.expiration_date: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the person's termination of service as a director pursuant to the terms of the Plan. Read SEC document |
| May 09, 2025 Filed May 9, 2025 23:58 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 3,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004955 · doc4.xml · nonDerivative · entry 1 Sequeira Ramona · CIK 0001811081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,686 F1 · shares: These restricted stock units were granted on May 9, 2025 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 08, 2024 Filed May 9, 2024 23:42 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 3,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005896 · doc4.xml · nonDerivative · entry 1 Sequeira Ramona · CIK 0001811081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,158 F1 · shares: These restricted stock units were granted on May 8, 2024 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 12, 2023 Filed May 15, 2023 22:23 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 2,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005910 · doc4.xml · nonDerivative · entry 1 Sequeira Ramona · CIK 0001811081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,103 F1 · shares: These restricted stock units were granted on May 12, 2023 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 04, 2022 Filed May 5, 2022 21:54 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006587 · doc4.xml · nonDerivative · entry 1 Sequeira Ramona · CIK 0001811081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,915 F1 · shares: These restricted stock units were granted on May 4, 2022 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 05, 2021 Filed May 7, 2021 22:31 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 2,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007759 · doc4.xml · nonDerivative · entry 1 Sequeira Ramona · CIK 0001811081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,918 F1 · shares: These restricted stock units were granted on May 5, 2021 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. The underlying common stock (net of any shares sold to cover applicable taxes) must be held until the director ceases to serve on the Issuer's Board. Read SEC document |
| May 08, 2020 Filed May 11, 2020 18:11 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 1,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007363 · doc4.xml · nonDerivative · entry 1 Sequeira Ramona · CIK 0001811081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,101 F1 · shares: These restricted stock units were granted on May 8, 2020 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or Issuer's next annual meeting of stockholders. The underlying common stock (net of any shares sold to cover applicable taxes) must be held until the director ceases to serve on Issuer's Board. 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.