Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCCORMICK & CO INCMKC · Entity 1416 | Director | July 20, 2026 | September 09, 2026 |
| Otis Worldwide CorpOTIS · Entity 3170 | Director | May 27, 2026 | May 29, 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.
MCCORMICK & CO INC
Report date July 20, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon Qualified Retirement Savings Plan | 29,588.762 |
Reported balance
After 2026-07-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-20 · Other · Acquired 269.397 · Balance 29,588.762 F1: Dividend Reinvestment |
| Common Stock - VotingSEC Table I · non-derivative | Direct | 84,364.195 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 84,364.195 |
| Common Stock - Non VotingSEC Table I · non-derivative | Direct | 6,235.263 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,235.263 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend Reinvestment
Otis Worldwide Corp
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 25,777.476 |
Reported balance
After 2026-05-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 4,596.74 · Balance 25,777.476 F1: The reporting person acquired these deferred stock units (DSUs) under the Board of Directors Deferred Stock Unit Plan (the Plan) for service as a non-employee director. The Plan provides for payment of a portion or all of the annual director compensation in DSUs. Upon retirement or termination, the DSUs in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. DSUs accrue dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person acquired these deferred stock units (DSUs) under the Board of Directors Deferred Stock Unit Plan (the Plan) for service as a non-employee director. The Plan provides for payment of a portion or all of the annual director compensation in DSUs. Upon retirement or termination, the DSUs in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. DSUs accrue dividend equivalents.
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 |
|---|---|---|---|---|---|---|
| January 26, 2018 Filed Jan 29, 2018 16:44 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Tax withholdingCommon Stock - Non Voting | 450 | $104.60 | $47,067.75 |
DisclosureSEC source: 0001314598-18-000015 · edgar.xml · nonDerivative · entry 4 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,855 Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 16:44 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Non Voting | 1,250 | $37.59 | $46,987.50 |
DisclosureSEC source: 0001314598-18-000015 · edgar.xml · nonDerivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,305 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 16:44 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Tax withholdingCommon Stock - Voting | 1,348 | $104.60 | $140,994.06 |
DisclosureSEC source: 0001314598-18-000015 · edgar.xml · nonDerivative · entry 2 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,534 Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 16:44 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Voting | 3,750 | $37.59 | $140,962.50 |
DisclosureSEC source: 0001314598-18-000015 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,882 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 16, 2018 Filed Jan 22, 2018 17:20 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhantom Stock · Derivative | 49.3553 | $101.29 | $4,999.20 |
DisclosureSEC source: 0001314598-18-000008 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,663.2072 Underlying: Common Stock - Voting · 49.3553 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Reinvestment F1 · derivative.exercise_date: Dividend Reinvestment F1 · derivative.expiration_date: Dividend Reinvestment Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 19:02 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantPhantom Stock · Derivative | 166.3709 | $101.43 | $16,875.00 |
DisclosureSEC source: 0001314598-17-000082 · edgar.xml · derivative · entry 4 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,613.8519 Underlying: Common Stock - Voting · 166.3709 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Common Stock - Voting in accordance with the terms of the deferred Compensation Plan. F2 · derivative.exercise_date: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Common Stock - Voting in accordance with the terms of the deferred Compensation Plan. F2 · derivative.expiration_date: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Common Stock - Voting in accordance with the terms of the deferred Compensation Plan. Read SEC document |
| October 24, 2017 Filed Dec 19, 2017 19:02 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhantom Stock · Derivative | 44.568 | $99.16 | $4,419.36 |
DisclosureSEC source: 0001314598-17-000082 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,447.481 Underlying: Common Stock - Voting · 44.568 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Reinvestment F1 · derivative.exercise_date: Dividend Reinvestment F1 · derivative.expiration_date: Dividend Reinvestment Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 15:59 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantPhantom Stock · Derivative | 170.5579 | $98.94 | $16,875.00 |
DisclosureSEC source: 0001314598-17-000071 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,402.913 Underlying: Common Stock - Voting · 170.5579 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Comon Stock - Voting in accordance with the terms of the Deferred Compensation Plan. F1 · derivative.exercise_date: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Comon Stock - Voting in accordance with the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Comon Stock - Voting in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| July 27, 2017 Filed Aug 31, 2017 15:13 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhantom Stock · Derivative | 45.9565 | $93.95 | $4,317.61 |
DisclosureSEC source: 0001314598-17-000066 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,232.3551 Underlying: Common Stock - Voting · 45.9565 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Reinvestment F1 · derivative.exercise_date: Dividend Reinvestment F1 · derivative.expiration_date: Dividend Reinvestment F2 · balance_after: This number reflects an upward adjustmnent of 29.9602 shares of voting shares held indirectly by the Reporting person due to an administrative error on a previous Form 4. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 18:44 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantPhantom Stock · Derivative | 159.9071 | $105.53 | $16,875.00 |
DisclosureSEC source: 0001314598-17-000062 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,156.4384 Underlying: Common Stock - Voting · 159.9071 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Comon Stock - Voting in accordance with the terms of the Deferred Compensation Plan. F1 · derivative.exercise_date: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Comon Stock - Voting in accordance with the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Comon Stock - Voting in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| April 24, 2017 Filed May 31, 2017 14:29 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhantom Stock · Derivative | 41.7771 | $101.08 | $4,222.83 |
DisclosureSEC source: 0001314598-17-000058 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 8,996.5313 Underlying: Common Stock - Voting · 41.7771 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Reinvestment F1 · derivative.exercise_date: Dividend Reinvestment F1 · derivative.expiration_date: Dividend Reinvestment Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 16:51 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantOptions - Right to Buy · Derivative | 3,408 | $0.00 Strike: $98.05 | $0.00 |
DisclosureSEC source: 0001314598-17-000049 · edgar.xml · derivative · entry 5 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,408 Underlying: Common Stock - Voting · 3,408 shares Expires 2027-03-28 F4 · derivative.exercise_date: The option vests in full on 3/15/2018. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 16:51 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantRestricted Stock Units · Derivative | 1,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001314598-17-000049 · edgar.xml · derivative · entry 4 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,039 Underlying: Common Stock - Voting · 1,039 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common stock. F3 · derivative.exercise_date: The restricted stock units vest in full on 3/15/2018, and are settled in an equal number of shares of Common Stock. F3 · derivative.expiration_date: The restricted stock units vest in full on 3/15/2018, and are settled in an equal number of shares of Common Stock. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 20:14 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionRestricted Stock Units · Derivative | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001314598-17-000032 · edgar.xml · derivative · entry 4 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock - Voting · 1,020 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted Stock Units; no purchase price required. F4 · price: Restricted Stock Units granted on March 30, 2016. F3 · derivative.exercise_date: The reported Restricted Stock Unit entitles the reporting person to receive an annual distribution of common stock equal to 100% of the grant. F3 · derivative.expiration_date: The reported Restricted Stock Unit entitles the reporting person to receive an annual distribution of common stock equal to 100% of the grant. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 20:14 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantPhantom Stock · Derivative | 165.6523 | $101.87 | $16,875.00 |
DisclosureSEC source: 0001314598-17-000032 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 8,954.7542 Underlying: Common Stock - Voting · 165.6523 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Comon Stock - Voting in accordance with the terms of the Deferred Compensation Plan. F2 · derivative.exercise_date: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Comon Stock - Voting in accordance with the terms of the Deferred Compensation Plan. F2 · derivative.expiration_date: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of phantom stock are payable in shares of Comon Stock - Voting in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 20:14 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Voting | 1,020 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001314598-17-000032 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,132 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted Stock Units; no purchase price required. Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 16:17 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Non Voting · Derivative | 2,500 | Not disclosed Strike: $38.28 | Not disclosed |
DisclosureSEC source: 0001314598-17-000009 · edgar.xml · derivative · entry 7 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock - Non Voting · 2,500 shares Expires 2017-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Option exercised. Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 16:17 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Voting · Derivative | 2,500 | Not disclosed Strike: $38.28 | Not disclosed |
DisclosureSEC source: 0001314598-17-000009 · edgar.xml · derivative · entry 6 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock - Voting · 2,500 shares Expires 2017-03-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Option exercised. Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 16:17 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Tax withholdingCommon Stock - Non Voting | 1,008 | $94.95 | $95,704.56 |
DisclosureSEC source: 0001314598-17-000009 · edgar.xml · nonDerivative · entry 4 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,055 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 16:17 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Non Voting | 2,500 | $38.28 | $95,700.00 |
DisclosureSEC source: 0001314598-17-000009 · edgar.xml · nonDerivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,063 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 16:17 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Tax withholdingCommon Stock - Voting | 1,008 | $94.95 | $95,704.56 |
DisclosureSEC source: 0001314598-17-000009 · edgar.xml · nonDerivative · entry 2 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,112 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 16:17 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Voting | 2,500 | $38.28 | $95,700.00 |
DisclosureSEC source: 0001314598-17-000009 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,120 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 17, 2017 Filed Feb 15, 2017 15:20 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhantom Stock · Derivative | 44.4976 | $92.68 | $4,124.04 |
DisclosureSEC source: 0001314598-17-000020 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 8,789.1019 Underlying: Common Stock - Voting · 44.4976 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Reinvestment F1 · derivative.exercise_date: Dividend Reinvestment F1 · derivative.expiration_date: Dividend Reinvestment Read SEC document |
| October 25, 2016 Filed Nov 7, 2016 17:21 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhantom Stock · Derivative | 39.1641 | $95.91 | $3,756.23 |
DisclosureSEC source: 0001314598-16-000177 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 8,774.6043 Underlying: Common Stock - Voting · 39.1641 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Reinvestment F1 · derivative.exercise_date: Dividend Reinvestment F1 · derivative.expiration_date: Dividend Reinvestment 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.