Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HP INCHPQ · Entity 642 | Director · President and CEO | December 08, 2025 | December 11, 2025 |
| PayPal Holdings, Inc.PYPL · Entity 2530 | Director · President and CEO | 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.
HP INC
Report date December 08, 2025 · Filed December 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 263,696 |
Reported balance
After 2025-12-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-08 · Grant · Acquired 263,696 · Balance 263,696 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F2: On 12/8/2025, the reporting person was granted 263,696 RSUs, 1/3 of which vest annually over 3 years on the anniversary of 12/7/2025. Dividend equivalent units accrue with respect to these RSUs when and as dividends are paid on HP common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock.
F2: On 12/8/2025, the reporting person was granted 263,696 RSUs, 1/3 of which vest annually over 3 years on the anniversary of 12/7/2025. Dividend equivalent units accrue with respect to these RSUs when and as dividends are paid on HP common stock.
PayPal Holdings, Inc.
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Stock Units 1SEC Table II · derivative / convertible security | Direct | 587,168 |
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 587,168 · Balance 587,168 F1: Each performance stock unit represents a contingent right to receive one share of PayPal's common stock. F2: The reporting person received a one-time performance-based restricted stock unit ("PSU") grant on May 27, 2026. The number of PSUs that may be earned is based on achievement of Company common stock price hurdles during the performance period beginning on March 1, 2029 and ending on March 1, 2031, with potential payouts at 0%, 100%, 175%, and 250% of the target number of PSUs. A stock price hurdle is attained when, at any time during the performance period, the Company's average closing price over a 60-calendar day period equals or exceeds the stock price hurdle. Upon attainment of a stock price hurdle, 25% of the earned PSUs will vest upon certification of the achievement and 75% will vest on March 1, 2031, in each case generally subject to the reporting person's continued employment through the vesting date. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance stock unit represents a contingent right to receive one share of PayPal's common stock.
F2: The reporting person received a one-time performance-based restricted stock unit ("PSU") grant on May 27, 2026. The number of PSUs that may be earned is based on achievement of Company common stock price hurdles during the performance period beginning on March 1, 2029 and ending on March 1, 2031, with potential payouts at 0%, 100%, 175%, and 250% of the target number of PSUs. A stock price hurdle is attained when, at any time during the performance period, the Company's average closing price over a 60-calendar day period equals or exceeds the stock price hurdle. Upon attainment of a stock price hurdle, 25% of the earned PSUs will vest upon certification of the achievement and 75% will vest on March 1, 2031, in each case generally subject to the reporting person's continued employment through the vesting date.
F3: Not applicable.
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 |
|---|---|---|---|---|---|---|
| November 25, 2016 Filed Feb 10, 2017 22:38 UTC | HP INC HPQ · Entity 642 | SaleCommon Stock | 3,165 | $14.84 | $46,968.60 |
DisclosureSEC source: 0001562180-17-000614 · primarydocument.xml · nonDerivative · entry 4 LORES ENRIQUE · CIK 0001656242 · President, PSS 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Fund Account with Spouse Disclosed balance after: 0 Read SEC document |
| October 30, 2016 Filed Nov 1, 2016 21:11 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 48,596 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-16-003331 · primarydocument.xml · derivative · entry 3 LORES ENRIQUE · CIK 0001656242 · President, PSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,558 Underlying: Common Stock · 48,596 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 · security: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F2 · shares: On 10/30/2015 the reporting person was granted 140,336 RSUs, 46,778 vested on 10/30/2016 and 46,779 of which will vest on 10/30/2017 and 46,779 of which will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 1,818 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F3 · shares: The share amounts reported reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F2 · price: On 10/30/2015 the reporting person was granted 140,336 RSUs, 46,778 vested on 10/30/2016 and 46,779 of which will vest on 10/30/2017 and 46,779 of which will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 1,818 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F2 · derivative.exercise_date: On 10/30/2015 the reporting person was granted 140,336 RSUs, 46,778 vested on 10/30/2016 and 46,779 of which will vest on 10/30/2017 and 46,779 of which will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 1,818 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F2 · derivative.expiration_date: On 10/30/2015 the reporting person was granted 140,336 RSUs, 46,778 vested on 10/30/2016 and 46,779 of which will vest on 10/30/2017 and 46,779 of which will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 1,818 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F3 · derivative.underlying_shares: The share amounts reported reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. Read SEC document |
| October 30, 2016 Filed Nov 1, 2016 21:11 UTC | HP INC HPQ · Entity 642 | Tax withholdingCommon Stock | 25,358 | $14.09 | $357,294.22 |
DisclosureSEC source: 0001562180-16-003331 · primarydocument.xml · nonDerivative · entry 2 LORES ENRIQUE · CIK 0001656242 · President, PSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,953.562 Read SEC document |
| October 30, 2016 Filed Nov 1, 2016 21:11 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 48,596 | $14.09 | $684,717.64 |
DisclosureSEC source: 0001562180-16-003331 · primarydocument.xml · nonDerivative · entry 1 LORES ENRIQUE · CIK 0001656242 · President, PSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,311.562 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.