Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIER GLOBAL CorpCARR · Entity 3043 | VP, Controller & CAO | February 14, 2025 | February 19, 2025 |
| FORD MOTOR COF · Entity 1829 | Chief Accounting Officer | June 04, 2026 | June 05, 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 February 14, 2025 · Filed February 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,573 |
Ending reported balance
After 2025-02-14 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2025-02-14 · Exercise / conversion · Acquired 24,545 · Balance 32,243 F1: The Stock Appreciation Rights (SARs) were settled in shares in accordance with terms of the award. For Section 16 reporting purposes, the exercise of SARs for stock is treated as an exempt acquisition of the shares underlying the SARs at the exercise price per share specified in the award of SARS and a simultaneous sale back to the issuer of a number of the underlying shares having a value, based on the market price of the issuer's stock on the date of the exercise, equal to the product of the number of underlying SARs times the exercise price per share. Row 2 · 2025-02-14 · Exercise / conversion · Acquired 21,075 · Balance 53,318 F1: The Stock Appreciation Rights (SARs) were settled in shares in accordance with terms of the award. For Section 16 reporting purposes, the exercise of SARs for stock is treated as an exempt acquisition of the shares underlying the SARs at the exercise price per share specified in the award of SARS and a simultaneous sale back to the issuer of a number of the underlying shares having a value, based on the market price of the issuer's stock on the date of the exercise, equal to the product of the number of underlying SARs times the exercise price per share. Row 3 · 2025-02-14 · Tax withholding · Disposed 14,436 · Balance 38,882 Row 4 · 2025-02-14 · Tax withholding · Disposed 15,364 · Balance 23,518 Row 5 · 2025-02-14 · Sale · Disposed 18,945 · Balance 4,573 F2: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $65.1705 to $65.185 per share. The reporting person has provided to the issuer and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $47.51 · Expires 2032-02-01 | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-02-14 · Exercise / conversion · Disposed 21,075 · Balance 0 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $38.33 · Expires 2031-02-03 | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-02-14 · Exercise / conversion · Disposed 24,545 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Appreciation Rights (SARs) were settled in shares in accordance with terms of the award. For Section 16 reporting purposes, the exercise of SARs for stock is treated as an exempt acquisition of the shares underlying the SARs at the exercise price per share specified in the award of SARS and a simultaneous sale back to the issuer of a number of the underlying shares having a value, based on the market price of the issuer's stock on the date of the exercise, equal to the product of the number of underlying SARs times the exercise price per share.
F2: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $65.1705 to $65.185 per share. The reporting person has provided to the issuer and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.
FORD MOTOR CO
Report date June 04, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 41,791 |
Ending reported balance
After 2026-06-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-04 · Exercise / conversion · Acquired 74,098 · Balance 74,098 F1: Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan. Row 2 · 2026-06-04 · Tax withholding · Disposed 32,307 · Balance 41,791 F2: Shares withheld by the Company to cover income tax liabilities from the settlement of Restricted Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 150,447 |
Reported balance
After 2026-06-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-04 · Exercise / conversion · Disposed 74,098 · Balance 150,447 F1: Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan. F3: The balance shown includes additional units resulting from reinvestment of dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan.
F2: Shares withheld by the Company to cover income tax liabilities from the settlement of Restricted Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan.
F3: The balance shown includes additional units resulting from reinvestment of 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 |
|---|---|---|---|---|---|---|
| February 10, 2022 Filed Feb 14, 2022 21:30 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002042 · doc4.xml · nonDerivative · entry 1 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 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. F1 · price: Each Restricted Stock Unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Carrier Global Corporation common stock. The RSUs vest contingent upon the reporting person's continued employment at the conclusion of the vesting period. Read SEC document |
| February 04, 2022 Filed Feb 5, 2022 01:19 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | SaleCommon Stock | 3,682 | $45.73 | $168,360.19 |
DisclosureSEC source: 0001225208-22-001525 · doc4.xml · nonDerivative · entry 3 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F3 · price: The price reported in Column 4 is a weighted average price for the shares sold in multiple transactions. The sale prices range from $45.00 to $46.16 per share. The reporting person has provided to the issuer, and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 03, 2022 Filed Feb 5, 2022 01:19 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 5,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001525 · doc4.xml · derivative · entry 5 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,028 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 convert into common stock on a one-for-one basis. F5 · shares: The reporting person was granted these RSUs on February 3, 2020 and are the second of three tranches that vest over a three-year period. F6 · derivative.expiration_date: Each Restricted Stock Unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Carrier Global Corporation common stock. The RSUs vest contingent upon the reporting person's continued employment at the conclusion of the vesting period. Read SEC document |
| February 03, 2022 Filed Feb 5, 2022 01:19 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 1,346 | $46.24 | $62,239.04 |
DisclosureSEC source: 0001225208-22-001525 · doc4.xml · nonDerivative · entry 2 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,694 Read SEC document |
| February 03, 2022 Filed Feb 5, 2022 01:19 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 5,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001525 · doc4.xml · nonDerivative · entry 1 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,040 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 convert into common stock on a one-for-one basis. Read SEC document |
| February 02, 2022 Filed Feb 5, 2022 01:19 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantStock Appreciation Right · Derivative | 21,075 | $0.00 Strike: $47.51 | $0.00 |
DisclosureSEC source: 0001225208-22-001525 · doc4.xml · derivative · entry 4 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,075 Underlying: Common Stock · 21,075 shares Expires 2032-02-01 F4 · balance_after: The reporting person was also awarded 4,775 Performance Share Units (PSUs) under the Carrier Global Corporation 2020 Long-Term Incentive Plan. Each PSU represents a contingent right to receive one share of Carrier Global Corporation common stock. The PSUs vest on the third anniversary of the grant date contingent upon (a) the reporting person's continued employment and (b) Carrier's achievement of pre-established performance targets for earnings per share growth and total shareowner return relative to a subset of industrial companies in the S&P 500 index over a three-year time period. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:16 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | SaleCommon Stock | 3,578 | $36.87 | $131,928.02 |
DisclosureSEC source: 0001225208-21-002505 · doc4.xml · nonDerivative · entry 1 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12 F1 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $36.861 to $36.870 per share. The reporting person has provided to the issuer, and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 02:06 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002275 · doc4.xml · derivative · entry 4 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16 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: Each Restricted Stock Unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Carrier common stock. F2 · derivative.exercise_date: The reporting person was granted RSUs on February 3, 2020. And on February 5, 2021, the reporting person reported that the previously awarded RSUs, including dividend equivalents, vested and converted to Carrier common stock. Those previously awarded RSUs were entitled to additional dividend equivalents that were not payable until February 10, 2021. F2 · derivative.expiration_date: The reporting person was granted RSUs on February 3, 2020. And on February 5, 2021, the reporting person reported that the previously awarded RSUs, including dividend equivalents, vested and converted to Carrier common stock. Those previously awarded RSUs were entitled to additional dividend equivalents that were not payable until February 10, 2021. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 02:06 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantRestricted Stock Unit RSU · Derivative | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002275 · doc4.xml · derivative · entry 3 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16 Underlying: Common Stock · 16 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Carrier common stock. F2 · derivative.exercise_date: The reporting person was granted RSUs on February 3, 2020. And on February 5, 2021, the reporting person reported that the previously awarded RSUs, including dividend equivalents, vested and converted to Carrier common stock. Those previously awarded RSUs were entitled to additional dividend equivalents that were not payable until February 10, 2021. F2 · derivative.expiration_date: The reporting person was granted RSUs on February 3, 2020. And on February 5, 2021, the reporting person reported that the previously awarded RSUs, including dividend equivalents, vested and converted to Carrier common stock. Those previously awarded RSUs were entitled to additional dividend equivalents that were not payable until February 10, 2021. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 02:06 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 4 | $37.19 | $148.76 |
DisclosureSEC source: 0001225208-21-002275 · doc4.xml · nonDerivative · entry 2 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,590 Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 02:06 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002275 · doc4.xml · nonDerivative · entry 1 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,594 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: Each Restricted Stock Unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Carrier common stock. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 21:43 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantStock Appreciation Right · Derivative | 24,545 | $38.33 Strike: $38.33 | $940,809.85 |
DisclosureSEC source: 0001225208-21-001847 · doc4.xml · derivative · entry 2 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,545 Underlying: Common Stock · 24,545 shares Expires 2031-02-03 F1 · balance_after: The reporting person was also awarded 6,335 Performance Share Units (PSUs) under the Carrier Global Corporation Long-Term Incentive Plan. Each PSU has a value equal to one share of Carrier common stock and will only vest if Carrier achieves pre-established performance targets for earnings per share growth and total shareowner return relative to a subset of industrial companies in the S&P 500 index over a three-year time period. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:33 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 4,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001765 · doc4.xml · derivative · entry 3 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,978 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: Each Restricted Stock Unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Carrier common stock. F2 · shares: The reporting person was granted these RSUs on February 3, 2020 and are the first of three tranches that vest over a three-year period F2 · derivative.expiration_date: The reporting person was granted these RSUs on February 3, 2020 and are the first of three tranches that vest over a three-year period Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:33 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 1,400 | $38.15 | $53,410.00 |
DisclosureSEC source: 0001225208-21-001765 · doc4.xml · nonDerivative · entry 2 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,578 Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:33 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 4,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001765 · doc4.xml · nonDerivative · entry 1 Crockett Kyle · CIK 0001807898 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,978 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: Each Restricted Stock Unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Carrier common stock. 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.