Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXXON MOBIL CORPXOM · Entity 32533 | Director | January 02, 2026 | January 05, 2026 |
| Smurfit Westrock plcSW · Entity 3199 | Director | September 10, 2026 | September 14, 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.
EXXON MOBIL CORP
Report date January 02, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,500 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 2,500 · Balance 20,500 F1: Restricted stock grant |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant
Smurfit Westrock plc
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 10,115 |
Reported balance
After 2026-09-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-10 · Grant · Acquired 48 · Balance 10,115 F1: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2: Includes 4,537 restricted stock units which will vest on the earlier of (i) May 1, 2027, or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share.
F2: Includes 4,537 restricted stock units which will vest on the earlier of (i) May 1, 2027, or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders.
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 10, 2026 Filed Sep 14, 2026 15:21 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 48 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-061751 · wk-form4_1789399290.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,115 F1 · price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 4,537 restricted stock units which will vest on the earlier of (i) May 1, 2027, or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 15:59 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042708 · wk-form4_1781279941.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,067 F1 · price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 4,489 restricted stock units which will vest on the earlier of (i) May 1, 2027, or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| May 01, 2026 Filed May 5, 2026 16:51 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 2,123 | $38.39 | $81,501.97 |
DisclosureSEC source: 0001628280-26-030308 · wk-form4_1777999876.xml · nonDerivative · entry 2 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,016 F2 · shares: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the Reporting Person's tax withholding obligation upon vesting and settlement of RSUs. Read SEC document |
| May 01, 2026 Filed May 5, 2026 16:51 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 4,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-030308 · wk-form4_1777999876.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,139 F1 · shares: On May 1st, 2026, the Reporting Person was granted 4,438 restricted stock units (RSUs). Each RSU represents a contingent right to receive one ordinary share. The RSUs are scheduled to vest on the earlier of (i) the first anniversary of the date of grant of the RSU or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 17:17 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020102 · wk-form4_1774027031.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,701 F1 · price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 4,422 restricted stock units which will vest on the earlier of (i) May 2, 2026 or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 20:36 UTC | EXXON MOBIL CORP XOM · Entity 32533 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000034088-26-000013 · form4.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,500 F1 · price: Restricted stock grant Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 16:51 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 48 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058147 · wk-form4_1766163107.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,650 F1 · price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 4,371 restricted stock units which will vest on the earlier of (i) May 2, 2026 or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 13:24 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-091932 · tm2526572-16_4seq1.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,602 F1 · price: In accordance with the terms of outstanding restricted stock units, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 4,323 restricted stock units which will vest on the earlier of (i) May 2, 2026, or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 19:03 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 43 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012036 · form4.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,561 F1 · price: In accordance with the terms of outstanding restricted stock units, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 4,282 restricted stock units which are scheduled to vest on the earlier of (i) May 2,2026 or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| May 02, 2025 Filed May 6, 2025 17:49 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 640 | $40.47 | $25,900.80 |
DisclosureSEC source: 0001104659-25-044969 · tm2514162-2_4seq1.xml · nonDerivative · entry 2 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,518 F2 · shares: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the Reporting Person's tax withholding obligation upon vesting and settlement of RSUs. Read SEC document |
| May 02, 2025 Filed May 6, 2025 17:49 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 4,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-044969 · tm2514162-2_4seq1.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,158 F1 · shares: On May 2nd, 2025, the Reporting Person was granted 4,239 restricted stock units (RSUs). Each RSU represents a contingent right to receive one ordinary share. The RSUs are scheduled to vest on the earlier of (i) the first anniversary of the date of grant of the RSU or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:01 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantCommon Stock | 1,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005355 · form4.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,919 F1 · shares: On March 11, 2025, the reporting person was granted 1,332 restricted stock units (RSUs). Each RSU represents a contingent right to receive one Ordinary Share. The RSUs are scheduled to vest on May 1, 2025. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:45 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 1,003 | $54.65 | $54,813.95 |
DisclosureSEC source: 0001062993-25-002718 · form4.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,587 F1 · kind: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the Reporting Persons tax withholding obligation upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a contingent right to receive one ordinary share of Smurfit Westrock plc Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 16:20 UTC | EXXON MOBIL CORP XOM · Entity 32533 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-000205 · form4.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,000 F1 · price: Restricted stock grant Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 22:40 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-130926 · tm2431783-1_4seq1.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,590 F1 · price: In accordance with the terms of outstanding restricted stock unit awards, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.3025 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 2,119 restricted stock units which vest on January 1, 2025. Vested restricted stock units are expected to be settled in early 2025. Read SEC document |
| September 18, 2024 Filed Sep 20, 2024 20:15 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016845 · form4.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,578 F1 · price: In accordance with the terms of outstanding time-based restricted stock units, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.3025 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 2,107 restricted stock units which vest on January 1, 2025. Vested restricted stock units are expected to be settled in early 2025. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 20:50 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantCommon Stock | 2,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-014514 · form4.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,565 F1 · shares: On August 2, 2024, the reporting person was granted 2,094 time-based restricted stock units, which pursuant to its terms, is scheduled to vest on January 1, 2025. Vested restricted stock units are expected to be settled in early 2025. Read SEC document |
| July 05, 2024 Filed Jul 10, 2024 01:52 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 1,471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-078729 · tm2419140-7_4seq1.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,471 F1 · price: Pursuant to the Transaction Agreement, dated as of September 12, 2023 (the "Transaction Agreement"), by and among Smurfit Kappa Group plc ("Smurfit Kappa"), Smurfit WestRock plc (formerly Smurfit WestRock Limited and prior to that known as Cepheidway Limited, "Smurfit WestRock"), Sun Merger Sub, LLC and WestRock Company, on July 5, 2024, Smurfit Kappa was acquired by Smurfit WestRock pursuant to a scheme of arrangement (the "Scheme") and, in accordance with the Scheme, each ordinary share of Smurfit Kappa held by the Reporting Person was exchanged for one ordinary share of Smurfit WestRock, par value $0.001 per share (each a "Smurfit WestRock Share"), at the effective time of the Scheme (the "Scheme Effective Time"). Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 16:38 UTC | EXXON MOBIL CORP XOM · Entity 32533 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000244 · form4.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,500 F1 · price: Restricted stock grant Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 20:06 UTC | EXXON MOBIL CORP XOM · Entity 32533 | GrantCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000393 · form4.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 F1 · price: Restricted stock grant. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 23:17 UTC | EXXON MOBIL CORP XOM · Entity 32533 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000665 · form4.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 F1 · price: Restricted stock grant. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 21:18 UTC | EXXON MOBIL CORP XOM · Entity 32533 | GrantCommon Stock | 8,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-020560 · form4.xml · nonDerivative · entry 1 Hietala Kaisa · CIK 0001868531 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · price: Restricted stock grant. 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.