Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAMPBELL'S CoCPB · Entity 3700 | Director | January 08, 2019 | January 09, 2019 |
| CARNIVAL PLCCUK · Entity 49172 | Director | April 08, 2024 | April 10, 2024 |
| Carnival Corp Ltd.CCL · Entity 3136 | Director | April 08, 2024 | April 10, 2024 |
| DROPBOX, INC.DBX · Entity 1121 | Director | May 16, 2024 | May 20, 2024 |
| STATE STREET CORPSTT · Entity 242 | Director | May 20, 2026 | May 22, 2026 |
| Xos, Inc.XOS · Entity 7263 | Director | September 30, 2022 | October 04, 2022 |
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.
CAMPBELL'S Co
Report date January 08, 2019 · Filed January 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 43,727.09 |
Reported balance
After 2019-01-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-01-08 · Grant · Acquired 3,952.07 · Balance 43,727.09 F1: Each share of Phantom Stock is the economic equivalent of one share of issuer common stock. F2: Phantom shares are fully vested. F3: The value of phantom stock is payable in cash from the Company's Supplemental Retirement Plan upon reporting person's retirement, resignation or termination. F4: Includes 1,298.02 shares acquired through dividend reinvestment since the reporting person's last report. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Phantom Stock is the economic equivalent of one share of issuer common stock.
F2: Phantom shares are fully vested.
F3: The value of phantom stock is payable in cash from the Company's Supplemental Retirement Plan upon reporting person's retirement, resignation or termination.
F4: Includes 1,298.02 shares acquired through dividend reinvestment since the reporting person's last report.
CARNIVAL PLC
Report date April 08, 2024 · Filed April 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Trust Shares (beneficial Interest in Special Voting Share)SEC Table I · non-derivative | Direct | 37,943 |
Reported balance
After 2024-04-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-08 · Grant · Acquired 12,141 · Balance 37,943 F1: Represents trust shares (the "Trust Shares") of beneficial interests in P&O Princess Voting Trust (the "Trust"). In connection with the dual listed company transaction between Carnival plc (f/k/a P&O Princess Cruises plc) and Carnival Corporation (the "DLC Transaction"), Carnival plc issued one special voting share to the Trust and, following a series of transactions, the Trust Shares were distributed to holders of common stock of Carnival Corporation (the "Carnival Corporation Common Stock"). Since completion of the DLC Transaction on April 17, 2003, if Carnival Corporation issues Carnival Corporation Common Stock to a person, the Trust will issue an equivalent number of Trust Shares to such person. The Trust Shares are paired with shares of Carnival Corporation Common Stock and are represented by the same stock certificate. The Trust Shares represent a beneficial interest in the Carnival plc special voting share. F2: Grant of restricted shares made pursuant to the Carnival Corporation 2020 Stock Plan. The restriction on the shares lapses in April 2027. F3: The Boards of Directors approved a value of $195,000 to be granted to the reporting person in the form of restricted shares. The number of restricted shares was determined by dividing the grant value by the average of the closing prices of a share of Carnival Corporation common stock over a 10-business day period ending on the date of grant, then rounding down to the nearest whole share. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents trust shares (the "Trust Shares") of beneficial interests in P&O Princess Voting Trust (the "Trust"). In connection with the dual listed company transaction between Carnival plc (f/k/a P&O Princess Cruises plc) and Carnival Corporation (the "DLC Transaction"), Carnival plc issued one special voting share to the Trust and, following a series of transactions, the Trust Shares were distributed to holders of common stock of Carnival Corporation (the "Carnival Corporation Common Stock"). Since completion of the DLC Transaction on April 17, 2003, if Carnival Corporation issues Carnival Corporation Common Stock to a person, the Trust will issue an equivalent number of Trust Shares to such person. The Trust Shares are paired with shares of Carnival Corporation Common Stock and are represented by the same stock certificate. The Trust Shares represent a beneficial interest in the Carnival plc special voting share.
F2: Grant of restricted shares made pursuant to the Carnival Corporation 2020 Stock Plan. The restriction on the shares lapses in April 2027.
F3: The Boards of Directors approved a value of $195,000 to be granted to the reporting person in the form of restricted shares. The number of restricted shares was determined by dividing the grant value by the average of the closing prices of a share of Carnival Corporation common stock over a 10-business day period ending on the date of grant, then rounding down to the nearest whole share.
Carnival Corp Ltd.
Report date April 08, 2024 · Filed April 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,943 |
Reported balance
After 2024-04-08 transaction · row 1
1 source rowRow 1 · 2024-04-08 · Grant · Acquired 12,141 · Balance 37,943 F1: Grant of restricted shares made pursuant to the Carnival Corporation 2020 Stock Plan. The restriction on the shares lapses in April 2027. F2: The Boards of Directors approved a value of $195,000 to be granted to the reporting person in the form of restricted shares. The number of restricted shares was determined by dividing the grant value by the average of the closing prices of a share of Carnival Corporation common stock over a 10-business day period ending on the date of grant, then rounding down to the nearest whole share. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted shares made pursuant to the Carnival Corporation 2020 Stock Plan. The restriction on the shares lapses in April 2027.
F2: The Boards of Directors approved a value of $195,000 to be granted to the reporting person in the form of restricted shares. The number of restricted shares was determined by dividing the grant value by the average of the closing prices of a share of Carnival Corporation common stock over a 10-business day period ending on the date of grant, then rounding down to the nearest whole share.
DROPBOX, INC.
Report date May 16, 2024 · Filed May 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 40,432 |
Reported balance
After 2024-05-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-16 · Grant · Acquired 10,478 · Balance 40,432 F1: These securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock. The restricted stock units vest in full on the earlier of May 16, 2025 or the day prior to the date of the Issuer's next annual meeting of stockholders. F2: Certain of these securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through May 16, 2025 or the day prior to the date of the Issuer's next annual meeting of stockholders. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock units will be cancelled by the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock. The restricted stock units vest in full on the earlier of May 16, 2025 or the day prior to the date of the Issuer's next annual meeting of stockholders.
F2: Certain of these securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through May 16, 2025 or the day prior to the date of the Issuer's next annual meeting of stockholders. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock units will be cancelled by the Issuer.
STATE STREET CORP
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,087 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,526 · Balance 25,087 F1: Payment of Director's annual stock award. F2: Includes Director's stock compensation dividend equivalents acquired through the date of this report. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of Director's annual stock award.
F2: Includes Director's stock compensation dividend equivalents acquired through the date of this report.
Xos, Inc.
Report date September 30, 2022 · Filed October 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 208,010 |
Reported balance
After 2022-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-09-30 · Grant · Acquired 716 · Balance 208,010 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. The RSUs were issued to the director in lieu of their cash retainer for the director's service in Q3 2022 and calculated as of September 30, 2022. F2: Includes 172,835 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 296,053 |
Reported balance
Holding disclosure · report date 2022-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 296,053 F3: Shares are held by the Jacob Mathew 2020 Irrevocable Trust, of which the Reporting Person is trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. The RSUs were issued to the director in lieu of their cash retainer for the director's service in Q3 2022 and calculated as of September 30, 2022.
F2: Includes 172,835 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement.
F3: Shares are held by the Jacob Mathew 2020 Irrevocable Trust, of which the Reporting Person is trustee.
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 20, 2026 Filed May 22, 2026 17:09 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,526 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-26-000358 · wk-form4_1779469777.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,087 F1 · shares: Payment of Director's annual stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:05 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000371 · wk-form4_1747425928.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,083 F1 · shares: Payment of Director's annual stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 16, 2024 Filed May 20, 2024 20:08 UTC | DROPBOX, INC. DBX · Entity 1121 | GrantClass A Common Stock | 10,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004209 · primarydocument.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,432 F1 · shares: These securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock. The restricted stock units vest in full on the earlier of May 16, 2025 or the day prior to the date of the Issuer's next annual meeting of stockholders. F2 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through May 16, 2025 or the day prior to the date of the Issuer's next annual meeting of stockholders. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock units will be cancelled by the Issuer. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:03 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,514 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000624 · wk-form4_1715976182.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,146 F1 · shares: Payment of Director's stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 16:37 UTC | Carnival Corp Ltd. CCL · Entity 3136 | GrantCommon Stock | 12,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012740 · form4.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,943 F1 · kind: Grant of restricted shares made pursuant to the Carnival Corporation 2020 Stock Plan. The restriction on the shares lapses in April 2027. F2 · shares: The Boards of Directors approved a value of $195,000 to be granted to the reporting person in the form of restricted shares. The number of restricted shares was determined by dividing the grant value by the average of the closing prices of a share of Carnival Corporation common stock over a 10-business day period ending on the date of grant, then rounding down to the nearest whole share. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 16:59 UTC | CARNIVAL PLC CUK · Entity 49172 | GrantTrust Shares (beneficial Interest in Special Voting Share) | 12,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012755 · form4.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,943 F1 · security: Represents trust shares (the "Trust Shares") of beneficial interests in P&O Princess Voting Trust (the "Trust"). In connection with the dual listed company transaction between Carnival plc (f/k/a P&O Princess Cruises plc) and Carnival Corporation (the "DLC Transaction"), Carnival plc issued one special voting share to the Trust and, following a series of transactions, the Trust Shares were distributed to holders of common stock of Carnival Corporation (the "Carnival Corporation Common Stock"). Since completion of the DLC Transaction on April 17, 2003, if Carnival Corporation issues Carnival Corporation Common Stock to a person, the Trust will issue an equivalent number of Trust Shares to such person. The Trust Shares are paired with shares of Carnival Corporation Common Stock and are represented by the same stock certificate. The Trust Shares represent a beneficial interest in the Carnival plc special voting share. F2 · kind: Grant of restricted shares made pursuant to the Carnival Corporation 2020 Stock Plan. The restriction on the shares lapses in April 2027. F3 · shares: The Boards of Directors approved a value of $195,000 to be granted to the reporting person in the form of restricted shares. The number of restricted shares was determined by dividing the grant value by the average of the closing prices of a share of Carnival Corporation common stock over a 10-business day period ending on the date of grant, then rounding down to the nearest whole share. Read SEC document |
| May 18, 2023 Filed May 22, 2023 20:05 UTC | DROPBOX, INC. DBX · Entity 1121 | GrantClass A Common Stock | 11,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004371 · primarydocument.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,954 F1 · shares: These securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock. The restricted stock units vest in full on the earlier of May 18, 2024 or the day prior to the date of the Issuer's next annual meeting of stockholders. F2 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through May 18, 2024 or the day prior to the date of the Issuer's next annual meeting of stockholders. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock units will be cancelled by the Issuer. Read SEC document |
| May 17, 2023 Filed May 19, 2023 20:24 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,849 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-23-000611 · wf-form4_168452780397858.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,180 F1 · shares: Payment of Director's stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| April 21, 2023 Filed Apr 25, 2023 15:44 UTC | Carnival Corp Ltd. CCL · Entity 3136 | GrantCommon Stock | 18,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013485 · form4.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,802 F1 · kind: Grant of restricted shares made pursuant to the Carnival Corporation 2020 Stock Plan. The restriction on the shares lapses on the third anniversary of the grant date. F2 · shares: The Board of Directors approved a value of $175,000 to be awarded to the reporting person in the form of restricted shares. The number of restricted shares was determined by dividing this value by the closing price of a share of Carnival Corporation common stock on the date of grant, then rounding down to the nearest whole share. Read SEC document |
| April 21, 2023 Filed Apr 25, 2023 15:58 UTC | CARNIVAL PLC CUK · Entity 49172 | GrantTrust Shares (beneficial Interest in Special Voting Share) | 18,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013494 · form4.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,802 F1 · security: Represents trust shares (the "Trust Shares") of beneficial interests in P&O Princess Voting Trust (the "Trust"). In connection with the dual listed company transaction between Carnival plc (f/k/a P&O Princess Cruises plc) and Carnival Corporation (the "DLC Transaction"), Carnival plc issued one special voting share to the Trust and, following a series of transactions, the Trust Shares were distributed to holders of common stock of Carnival Corporation (the "Carnival Corporation Common Stock"). Since completion of the DLC Transaction on April 17, 2003, if Carnival Corporation issues Carnival Corporation Common Stock to a person, the Trust will issue an equivalent number of Trust Shares to such person. The Trust Shares are paired with shares of Carnival Corporation Common Stock and are represented by the same stock certificate. The Trust Shares represent a beneficial interest in the Carnival plc special voting share. F2 · kind: Grant of restricted shares made pursuant to the Carnival Corporation 2020 Stock Plan. The restriction on the shares lapses on the third anniversary of the grant date. F3 · shares: The Board of Directors approved a value of $175,000 to be awarded to the reporting person in the form of restricted shares. The number of restricted shares was determined by dividing this value by the closing price of a share of Carnival Corporation common stock on the date of grant, then rounding down to the nearest whole share. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 16:09 UTC | Carnival Corp Ltd. CCL · Entity 3136 | GrantCommon Stock | 7,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-025692 · form4.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,146 F1 · kind: Issued pursuant to the Carnival Corporation 2020 Stock Plan. The restriction on the shares lapses on April 8, 2025. F2 · shares: The Board of Directors approved a grant in the amount of $75,753.42 to the newly appointed Director representing the prorated portion of the 2022 annual restricted stock award made to the Directors in April. The number of shares was determined by dividing the value of the grant by the closing price of a share of Carnival Corporation common stock on November 14, 2022, then rounding down to the nearest whole share. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 16:10 UTC | CARNIVAL PLC CUK · Entity 49172 | GrantTrust Shares (beneficial Interest in Special Voting Share) | 7,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-025693 · form4.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,146 F1 · security: Represents trust shares (the "Trust Shares") of beneficial interests in P&O Princess Voting Trust (the "Trust"). In connection with the dual listed company transaction between Carnival plc (f/k/a P&O Princess Cruises plc) and Carnival Corporation (the "DLC Transaction"), Carnival plc issued one special voting share to the Trust and, following a series of transactions, the Trust Shares were distributed to holders of common stock of Carnival Corporation (the "Carnival Corporation Common Stock"). Since completion of the DLC Transaction on April 17, 2003, if Carnival Corporation issues Carnival Corporation Common Stock to a person, the Trust will issue an equivalent number of Trust Shares to such person. The Trust Shares are paired with shares of Carnival Corporation Common Stock and are represented by the same stock certificate. The Trust Shares represent a beneficial interest in the Carnival plc special voting share. F2 · kind: Issued pursuant to the Carnival Corporation 2020 Stock Plan. The restriction on the shares lapses on April 8, 2025. F3 · shares: The Board of Directors approved a grant in the amount of $75,753.42 to the newly appointed Director representing the prorated portion of the 2022 annual restricted stock award made to the Directors in April. The number of shares was determined by dividing the value of the grant by the closing price of a share of Carnival Corporation common stock on November 14, 2022, then rounding down to the nearest whole share. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:11 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-22-000131 · wf-form4_166491425837664.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,010 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. The RSUs were issued to the director in lieu of their cash retainer for the director's service in Q3 2022 and calculated as of September 30, 2022. F2 · balance_after: Includes 172,835 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 20:04 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 115,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-22-000102 · wf-form4_166318584315818.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,294 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The restricted stock units vest on the earlier of (i) the first anniversary of the Grant Date and (ii) the day before the next annual meeting of Xos, Inc. following the Grant Date, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 172,835 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:28 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-22-000062 · wf-form4_165973126876526.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,688 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. The RSUs were issued to the director in lieu of their cash retainer. 954 RSUs were issued for the director's service in Q1 2022 and calculated as of March 31, 2022. 954 RSUs were issued for the director's service in Q2 2022 and calculated as of June 30, 2022. F2 · balance_after: Includes 57,229 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| May 19, 2022 Filed May 23, 2022 22:47 UTC | DROPBOX, INC. DBX · Entity 1121 | GrantClass A Common Stock | 12,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004350 · primarydocument.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,877 F1 · shares: These securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock. The restricted stock units vest in full on the earlier of May 19, 2023 or the day prior to the date of the Issuer's next annual meeting of stockholders. F2 · balance_after: These securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through May 19, 2023 or the day prior to the date of the Issuer's next annual meeting of stockholders. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock units will be cancelled by the Issuer. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:25 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,912 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-22-000543 · wf-form4_165307829617151.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,022 F1 · shares: Payment of Director's stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:52 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000921 · doc4.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. The RSUs were issued to the director in lieu of their cash retainer. Read SEC document |
| November 10, 2021 Filed Nov 16, 2021 02:52 UTC Amendment | Xos, Inc. XOS · Entity 7263 | GrantRestricted Stock Unit · Derivative | 31,794 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-064621 · doc4a.xml · derivative · entry 4 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,794 Underlying: Common Stock · 31,794 shares Expires not disclosed F4 · derivative.exercise_price: The price is N/A. F4 · price: The price is N/A. F7 · derivative.exercise_date: The restricted stock units vest on the earlier of (i) the first anniversary of the Grant Date and (ii) the day before the next annual meeting of Xos, Inc. following the Grant Date, subject to such individual's continuous service with Xos, Inc. through the vesting date. F6 · derivative.expiration_date: Date is N/A. Read SEC document |
| November 10, 2021 Filed Nov 16, 2021 02:52 UTC Amendment | Xos, Inc. XOS · Entity 7263 | GrantRestricted Stock Unit · Derivative | 57,229 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-064621 · doc4a.xml · derivative · entry 3 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,229 Underlying: Common Stock · 57,229 shares Expires not disclosed F4 · derivative.exercise_price: The price is N/A. F4 · price: The price is N/A. F5 · derivative.exercise_date: The restricted stock units vest in a series of three equal annual installments on each of the first, second and third year anniversaries of the grant date of November 10, 2021 (the "Grant Date"), subject to such individual's continuous service with Xos, Inc. through such vesting date. F6 · derivative.expiration_date: Date is N/A. Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 23:53 UTC | Xos, Inc. XOS · Entity 7263 | GrantRestricted Stock Unit · Derivative | 31,794 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-064562 · doc4.xml · derivative · entry 4 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,794 Underlying: Common Stock · 31,794 shares Expires not disclosed F3 · derivative.exercise_price: The price is N/A. F3 · price: The price is N/A. F6 · derivative.exercise_date: The restricted stock units vest on the earlier of (i) the first anniversary of the Grant Date and (ii) the day before the next annual meeting of Xos, Inc. following the Grant Date, subject to such individual's continuous service with Xos, Inc. through the vesting date. F5 · derivative.expiration_date: Date is N/A. Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 23:53 UTC | Xos, Inc. XOS · Entity 7263 | GrantRestricted Stock Unit · Derivative | 57,229 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-064562 · doc4.xml · derivative · entry 3 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,229 Underlying: Common Stock · 57,229 shares Expires not disclosed F3 · derivative.exercise_price: The price is N/A. F3 · price: The price is N/A. F4 · derivative.exercise_date: The restricted stock units vest in a series of three equal annual installments on each of the first, second and third year anniversaries of the grant date of November 10, 2021 (the "Grant Date"), subject to such individual's continuous service with Xos, Inc. through such vesting date. F5 · derivative.expiration_date: Date is N/A. Read SEC document |
| September 28, 2021 Filed Nov 16, 2021 02:52 UTC Amendment | Xos, Inc. XOS · Entity 7263 | OtherCommon Stock Warrant (Right to Buy) · Derivative | 199,997 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001209191-21-064621 · doc4a.xml · derivative · entry 2 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 199,997 Underlying: Common Stock · 199,997 shares Expires 2026-08-20 F1 · security: Pro rata distribution by NextGen Sponsor LLC of all of its securities of Xos, Inc., which is exempt from Section 16 by 17 CFR 240.16a-9. The transaction is being voluntarily reported for informational purposes only. F3 · kind: On November 15, 2021, the Reporting Person filed a Form 4 that inadvertently reported code "P," but should be code "J." F4 · price: The price is N/A. F2 · ownership.nature: Shares are held by the Jacob Mathew 2020 Irrevocable Trust ("Mathew Trust"), of which the Reporting Person is trustee. Read SEC document |
| September 28, 2021 Filed Nov 16, 2021 02:52 UTC Amendment | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 296,053 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-064621 · doc4a.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 296,053 F1 · security: Pro rata distribution by NextGen Sponsor LLC of all of its securities of Xos, Inc., which is exempt from Section 16 by 17 CFR 240.16a-9. The transaction is being voluntarily reported for informational purposes only. F1 · deemedExecutionDate: Pro rata distribution by NextGen Sponsor LLC of all of its securities of Xos, Inc., which is exempt from Section 16 by 17 CFR 240.16a-9. The transaction is being voluntarily reported for informational purposes only. F1 · price: Pro rata distribution by NextGen Sponsor LLC of all of its securities of Xos, Inc., which is exempt from Section 16 by 17 CFR 240.16a-9. The transaction is being voluntarily reported for informational purposes only. F1 · balance_after: Pro rata distribution by NextGen Sponsor LLC of all of its securities of Xos, Inc., which is exempt from Section 16 by 17 CFR 240.16a-9. The transaction is being voluntarily reported for informational purposes only. F2 · ownership.nature: Shares are held by the Jacob Mathew 2020 Irrevocable Trust ("Mathew Trust"), of which the Reporting Person is trustee. Read SEC document |
| September 28, 2021 Filed Nov 15, 2021 23:53 UTC | Xos, Inc. XOS · Entity 7263 | PurchaseCommon Stock Warrant (Right to Buy) · Derivative | 199,997 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001209191-21-064562 · doc4.xml · derivative · entry 2 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 199,997 Underlying: Common Stock · 199,997 shares Expires 2026-08-20 F1 · security: Pro rata distribution by NextGen Sponsor LLC of all of its securities of Xos, Inc., which is exempt from Section 16 by 17 CFR 240.16a-9. The transaction is being voluntarily reported for informational purposes only. F3 · price: The price is N/A. F2 · ownership.nature: Shares are held by the Jacob Mathew 2020 Irrevocable Trust ("Mathew Trust"), of which the Reporting Person is trustee. Read SEC document |
| September 28, 2021 Filed Nov 15, 2021 23:53 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 296,053 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-064562 · doc4.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 296,053 F1 · security: Pro rata distribution by NextGen Sponsor LLC of all of its securities of Xos, Inc., which is exempt from Section 16 by 17 CFR 240.16a-9. The transaction is being voluntarily reported for informational purposes only. F1 · deemedExecutionDate: Pro rata distribution by NextGen Sponsor LLC of all of its securities of Xos, Inc., which is exempt from Section 16 by 17 CFR 240.16a-9. The transaction is being voluntarily reported for informational purposes only. F1 · price: Pro rata distribution by NextGen Sponsor LLC of all of its securities of Xos, Inc., which is exempt from Section 16 by 17 CFR 240.16a-9. The transaction is being voluntarily reported for informational purposes only. F1 · balance_after: Pro rata distribution by NextGen Sponsor LLC of all of its securities of Xos, Inc., which is exempt from Section 16 by 17 CFR 240.16a-9. The transaction is being voluntarily reported for informational purposes only. F2 · ownership.nature: Shares are held by the Jacob Mathew 2020 Irrevocable Trust ("Mathew Trust"), of which the Reporting Person is trustee. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 20:53 UTC | DROPBOX, INC. DBX · Entity 1121 | GrantClass A Common Stock | 6,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005095 · primarydocument.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,580 F1 · shares: These securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock. The restricted stock units vest in full on the earlier of May 20, 2022 or the day prior to the date of the Issuer's next annual meeting of stockholders. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock units will be cancelled by the Issuer. F1 · balance_after: These securities are restricted stock units. Each restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock. The restricted stock units vest in full on the earlier of May 20, 2022 or the day prior to the date of the Issuer's next annual meeting of stockholders. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock units will be cancelled by the Issuer. Read SEC document |
| May 19, 2021 Filed May 21, 2021 20:43 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,319 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-21-000589 · wf-form4_162162979348066.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,966 F1 · shares: Payment of Director's stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 20, 2020 Filed May 22, 2020 20:08 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 3,341 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-20-000849 · wf-form4_159017808168344.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,551 F1 · shares: Payment of Director's stock award. Read SEC document |
| May 15, 2019 Filed May 17, 2019 20:16 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 3,155 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-19-000460 · wf-form4_155812415227253.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,210 F1 · shares: Payment of Director's stock award. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 22:04 UTC | CAMPBELL'S Co CPB · Entity 3700 | GrantPhantom Stock · Derivative | 3,952.07 | $0.00 | $0.00 |
DisclosureSEC source: 0000016732-19-000003 · wf-form4_154707143781049.xml · derivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,727.09 Underlying: Common Stock · 3,952.07 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Phantom Stock is the economic equivalent of one share of issuer common stock. F2 · derivative.exercise_date: Phantom shares are fully vested. F3 · derivative.expiration_date: The value of phantom stock is payable in cash from the Company's Supplemental Retirement Plan upon reporting person's retirement, resignation or termination. F4 · balance_after: Includes 1,298.02 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 16, 2018 Filed May 18, 2018 20:20 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-18-000411 · wf-form4_152667481790447.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,055 F1 · shares: Payment of Director's stock award. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:19 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-18-000356 · wf-form4_152270038464509.xml · nonDerivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126 F1 · shares: Payment of prorated Director's stock award. Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 21:21 UTC | CAMPBELL'S Co CPB · Entity 3700 | GrantPhantom Stock · Derivative | 2,991.54 | $0.00 | $0.00 |
DisclosureSEC source: 0000016732-18-000012 · wf-form4_151570565750182.xml · derivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,477 Underlying: Common Stock · 2,991.54 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Phantom Stock is the economic equivalent of one share of issuer common stock. F2 · derivative.exercise_date: Phantom shares are fully vested. F3 · derivative.expiration_date: The value of phantom stock is payable in cash from the Company's Supplemental Retirement Plan upon reporting person's retirement, resignation or termination. F4 · balance_after: Includes 905.46 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 21:32 UTC | CAMPBELL'S Co CPB · Entity 3700 | GrantPhantom Stock · Derivative | 2,331 | $0.00 | $0.00 |
DisclosureSEC source: 0000016732-17-000011 · wf-form4_148408392738753.xml · derivative · entry 1 MATHEW SARA · CIK 0001192748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,580 Underlying: Common Stock · 2,331 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Phantom Stock is the economic equivalent of one share of issuer common stock. F2 · derivative.exercise_date: Phantom shares are fully vested. F3 · derivative.expiration_date: The value of phantom stock is payable in cash from the Company's Supplemental Retirement Plan upon reporting person's retirement, resignation or termination. F4 · balance_after: Includes 366.69 shares acquired through dividend reinvestment since the reporting person's last report. 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.