Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BECTON DICKINSON & COBDX · Entity 2498 | Director · Chairman of the Board | December 15, 2020 | December 31, 2020 |
| MOODYS CORP /DE/MCO · Entity 386 | Director | September 04, 2026 | September 08, 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.
BECTON DICKINSON & CO
Report date December 15, 2020 · Filed December 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 194,048 |
Reported balance
After 2020-12-15 transaction · row 1
1 source rowRow 1 · 2020-12-15 · Gift · Disposed 268 · Balance 194,048 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 29,275 |
Reported balance
Holding disclosure · report date 2020-12-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 29,275 |
| Common StockSEC Table I · non-derivative | IndirectSIP Trust | 11,337 |
Reported balance
Holding disclosure · report date 2020-12-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,337 F1: Represents shares of common stock held under the Becton, Dickinson and Company Savings Incentive Plan (the "SIP"). The information presented for the SIP is as of May 31, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock held under the Becton, Dickinson and Company Savings Incentive Plan (the "SIP"). The information presented for the SIP is as of May 31, 2020.
MOODYS CORP /DE/
Report date September 04, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,778.564 |
Reported balance
After 2026-09-04 transaction · row 1
1 source rowRow 1 · 2026-09-04 · Grant · Acquired 15.187 · Balance 8,778.564 F1: RSU deferred dividend reinvestment accrual. |
| Phantom Stock Units (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 490.359 |
Reported balance
After 2026-09-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-04 · Grant · Acquired 1.379 · Balance 490.359 F2: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3: The security converts to common stock on a one-for-one basis. F4: The units are to be settled in cash after the Reporting Person's retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: RSU deferred dividend reinvestment accrual.
F2: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees.
F3: The security converts to common stock on a one-for-one basis.
F4: The units are to be settled in cash after the Reporting Person's retirement.
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 10, 2016 Filed Sep 7, 2016 14:16 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GiftCommon Stock | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-16-000128 · edgar.xml · nonDerivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,644 Read SEC document |
| June 07, 2016 Filed Sep 7, 2016 14:16 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GiftCommon Stock | 6,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-16-000128 · edgar.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,791 F1 · shares: Represents shares of common stock acquired from a distribution of reporting person's grantor retained annuity trusts. 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.