Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Director | May 08, 2026 | May 11, 2026 |
| Joby Aviation, Inc.JOBY · Entity 2121 | Director | June 02, 2026 | June 03, 2026 |
| Pebblebrook Hotel TrustPEB · Entity 4520 | Director | January 01, 2019 | January 04, 2019 |
| TE Connectivity plcTEL · Entity 3004 | Director | November 13, 2025 | November 14, 2025 |
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.
CMS ENERGY CORP
Report date May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,623 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 2,411 · Balance 43,623 F1: Grant of 2,411 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of 2,411 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date.
Joby Aviation, Inc.
Report date June 02, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,800 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Exercise / conversion · Acquired 19,157 · Balance 134,800 |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-06-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-02 · Exercise / conversion · Disposed 19,157 · Balance 0 F1: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "2025 Annual Award"). The 2025 Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 6, 2026, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 18,850 |
Reported balance
After 2026-06-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-02 · Grant · Acquired 18,850 · Balance 18,850 F2: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "2026 Annual Award"). The 2026 Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 2, 2027, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "2025 Annual Award"). The 2025 Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 6, 2026, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting.
F2: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "2026 Annual Award"). The 2026 Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 2, 2027, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting.
Pebblebrook Hotel Trust
Report date January 01, 2019 · Filed January 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 22,003 |
Reported balance
After 2019-01-01 transaction · row 1
1 source rowRow 1 · 2019-01-01 · Grant · Acquired 2,657 · Balance 22,003 F1: Payment of 50 percent of annual retainer fee for serving on the Board of Trustees of Pebblebrook Hotel Trust in 2018. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the ten trading days preceding the date of payment. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of 50 percent of annual retainer fee for serving on the Board of Trustees of Pebblebrook Hotel Trust in 2018. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the ten trading days preceding the date of payment.
TE Connectivity plc
Report date November 13, 2025 · Filed November 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 17,119 |
Ending reported balance
After 2025-11-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-11-13 · Grant · Acquired 838 · Balance 17,522 F1: Grant of shares by the Issuer under directors' compensation program and Issuer's stock and incentive plan. Row 2 · 2025-11-13 · Tax withholding · Disposed 403 · Balance 17,119 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of shares by the Issuer under directors' compensation program and Issuer's stock and incentive plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Spirit AeroSystems Holdings, Inc.
Report date December 08, 2025 · Filed December 08, 2025
Section 16 reporting ended · disclosed 2025-12-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-12-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-08 · Disposition to issuer · Disposed 28,772 · Balance 7,710 F1: On December 8, 2025, pursuant to the Agreement and Plan of Merger among the issuer, The Boeing Company (Boeing) and Sphere Acquisition Corp., dated June 30, 2024 (the Merger Agreement), each share of the Class A Common Stock (Share) of the issuer was automatically canceled and converted into the right to receive a number of shares of Boeing common stock equal to 0.1955 (the Exchange Ratio). Row 2 · 2025-12-08 · Disposition to issuer · Disposed 7,710 · Balance 0 F2: On December 8, 2025, pursuant to the Merger Agreement, each outstanding restricted Share (RSA) held by a non-employee director of the issuer was automatically canceled and the holder thereof became entitled to receive (subject to any applicable withholding or other taxes or other amounts required to be withheld by applicable law) a number of shares of Boeing common stock equal to the Exchange Ratio multiplied by the number of Shares subject to such RSA immediately prior to the Effective Time (as defined in the Merger Agreement). |
Filing footnotes · ownership attribution and instrument terms
F1: On December 8, 2025, pursuant to the Agreement and Plan of Merger among the issuer, The Boeing Company (Boeing) and Sphere Acquisition Corp., dated June 30, 2024 (the Merger Agreement), each share of the Class A Common Stock (Share) of the issuer was automatically canceled and converted into the right to receive a number of shares of Boeing common stock equal to 0.1955 (the Exchange Ratio).
F2: On December 8, 2025, pursuant to the Merger Agreement, each outstanding restricted Share (RSA) held by a non-employee director of the issuer was automatically canceled and the holder thereof became entitled to receive (subject to any applicable withholding or other taxes or other amounts required to be withheld by applicable law) a number of shares of Boeing common stock equal to the Exchange Ratio multiplied by the number of Shares subject to such RSA immediately prior to the Effective Time (as defined in the Merger Agreement).
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 |
|---|---|---|---|---|---|---|
| May 01, 2020 Filed May 4, 2020 19:08 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-001122 · form.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,208 F1 · shares: Grant of 2,681 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 624 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
| November 11, 2019 Filed Nov 13, 2019 20:48 UTC | TE Connectivity plc TEL · Entity 3004 | Tax withholdingCommon Shares | 497 | $93.63 | $46,534.11 |
DisclosureSEC source: 0001225208-19-014452 · doc4.xml · nonDerivative · entry 2 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,216 Read SEC document |
| November 11, 2019 Filed Nov 13, 2019 20:48 UTC | TE Connectivity plc TEL · Entity 3004 | GrantCommon Shares | 1,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014452 · doc4.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,713 F1 · price: Grant of shares by the Issuer under directors' compensation program and Issuer's stock and incentive plan. Read SEC document |
| May 06, 2019 Filed May 8, 2019 15:31 UTC | Spirit AeroSystems Holdings, Inc. SPR · Entity 72053 | GrantClass A Common Stock | 1,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-010094 · doc1.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,860 Read SEC document |
| May 03, 2019 Filed May 7, 2019 19:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001369 · form.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,903 F1 · shares: Grant of 2,715 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 603 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
| January 01, 2019 Filed Jan 4, 2019 01:03 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantCommon Shares | 2,657 | $29.17 | $77,504.69 |
DisclosureSEC source: 0001209191-19-001506 · doc4.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,003 F1 · price: Payment of 50 percent of annual retainer fee for serving on the Board of Trustees of Pebblebrook Hotel Trust in 2018. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the ten trading days preceding the date of payment. Read SEC document |
| November 12, 2018 Filed Nov 13, 2018 21:00 UTC | TE Connectivity plc TEL · Entity 3004 | Tax withholdingCommon Shares | 596 | $76.66 | $45,689.36 |
DisclosureSEC source: 0001225208-18-015456 · doc4.xml · nonDerivative · entry 2 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,725 Read SEC document |
| November 12, 2018 Filed Nov 13, 2018 21:00 UTC | TE Connectivity plc TEL · Entity 3004 | GrantCommon Shares | 2,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015456 · doc4.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,321 F1 · price: Grant of shares by the Issuer under directors' compensation program and Issuer's stock and incentive plan. Read SEC document |
| May 15, 2018 Filed May 15, 2018 22:22 UTC | Spirit AeroSystems Holdings, Inc. SPR · Entity 72053 | PurchaseClass A Common Stock | 1,200 | $84.46 | $101,352.00 |
DisclosureSEC source: 0001140361-18-024048 · doc1.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,187 F1 · price: The price reported reflects a weighted average price. These shares were purchased in multiple transactions at prices ranging from $84.43 to $84.48, inclusive. The reporting person hereby undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| May 07, 2018 Filed May 9, 2018 22:17 UTC | Spirit AeroSystems Holdings, Inc. SPR · Entity 72053 | GrantClass A Common Stock | 1,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-022602 · doc1.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,987 Read SEC document |
| May 04, 2018 Filed May 7, 2018 20:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001442 · form.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,585 F1 · shares: Grant of 2,799 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 505 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:12 UTC | Spirit AeroSystems Holdings, Inc. SPR · Entity 72053 | GrantClass A Common Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009655 · doc1.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243 Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 00:16 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantCommon Shares | 1,778 | $37.97 | $67,510.66 |
DisclosureSEC source: 0001209191-18-001433 · doc4.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,346 F1 · price: Payment of 50 percent of annual retainer fee for serving on the Board of Trustees of Pebblebrook Hotel Trust in 2017. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the ten trading days preceding the date of payment. Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 21:20 UTC | TE Connectivity plc TEL · Entity 3004 | Tax withholdingCommon Shares | 512 | $93.36 | $47,800.32 |
DisclosureSEC source: 0001225208-17-017304 · doc4.xml · nonDerivative · entry 2 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,940 Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 21:20 UTC | TE Connectivity plc TEL · Entity 3004 | GrantCommon Shares | 2,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017304 · doc4.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,452 F1 · price: Grant of shares by the issuer under directors' compensation program and Issuer's stock and incentive plan. Read SEC document |
| May 05, 2017 Filed May 8, 2017 20:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001764 · form.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,281 F1 · shares: Grant of 2,861 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 425 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
| January 01, 2017 Filed Jan 5, 2017 00:55 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantCommon Shares | 2,245 | $30.07 | $67,507.15 |
DisclosureSEC source: 0001209191-17-001560 · doc4.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,568 F1 · price: Payment of 50 percent of annual retainer fee for serving on the Board of Trustees of Pebblebrook Hotel Trust in 2016. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the ten trading days preceding the date of payment. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:18 UTC | TE Connectivity plc TEL · Entity 3004 | Tax withholdingCommon Shares | 732 | $66.74 | $48,853.68 |
DisclosureSEC source: 0001225208-16-041799 · doc4.xml · nonDerivative · entry 2 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,404 Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:18 UTC | TE Connectivity plc TEL · Entity 3004 | GrantCommon Shares | 2,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041799 · doc4.xml · nonDerivative · entry 1 Wright Laura · CIK 0001297907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,136 F1 · price: Grant of shares by the Issuer under directors' compensation program and Issuer's stock and incentive plan. 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.