Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Adient plcADNT · Entity 4713 | EVP and CFO | November 17, 2022 | November 22, 2022 |
| GRAPHIC PACKAGING HOLDING COGPK · Entity 4188 | Director | May 20, 2026 | May 21, 2026 |
| MENTOR GRAPHICS CORPMENT · Entity 12420 | Director | March 30, 2017 | March 30, 2017 |
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.
Adient plc
Report date November 17, 2022 · Filed November 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 194,601.4023 |
Ending reported balance
After 2022-11-19 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-11-17 · Grant · Acquired 84,581 · Balance 252,323.4023 F1: Represents performance share units earned for the three-year performance period ended September 30, 2022. The Compensation Committee approved the performance results on November 17, 2022. Row 2 · 2022-11-17 · Tax withholding · Disposed 33,618 · Balance 218,705.4023 F2: Withholding of shares to cover taxes due in connection with the vesting of restricted stock units or performance share units, as applicable. Row 3 · 2022-11-18 · Tax withholding · Disposed 18,935 · Balance 199,770.4023 F2: Withholding of shares to cover taxes due in connection with the vesting of restricted stock units or performance share units, as applicable. Row 4 · 2022-11-19 · Tax withholding · Disposed 5,169 · Balance 194,601.4023 F2: Withholding of shares to cover taxes due in connection with the vesting of restricted stock units or performance share units, as applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance share units earned for the three-year performance period ended September 30, 2022. The Compensation Committee approved the performance results on November 17, 2022.
F2: Withholding of shares to cover taxes due in connection with the vesting of restricted stock units or performance share units, as applicable.
GRAPHIC PACKAGING HOLDING CO
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,139.282 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Purchase · Acquired 16,261 · Balance 34,139.282 |
MENTOR GRAPHICS CORP
Report date March 30, 2017 · Filed March 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-03-30 transaction · row 1
1 source rowRow 1 · 2017-03-30 · Disposition to issuer · Disposed 11,679 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2017-06-15 | Direct | 0 |
Reported balance
After 2017-03-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-30 · Disposition to issuer · Disposed 8,083 · Balance 0 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Arconic Corp
Report date August 18, 2023 · Filed August 18, 2023
Section 16 reporting ended · disclosed 2023-08-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-08-18 transaction · row 1
1 source rowRow 1 · 2023-08-18 · Disposition to issuer · Disposed 9,677 · Balance 0 F1: Represents shares of Arconic Corporation ("Arconic") common stock disposed of in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated as of May 4, 2023, by and among Arconic and affiliates of funds managed by Apollo Global Management, Inc. In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Arconic common stock held by the reporting person was converted into the right to receive $30.00 in cash (the "Merger Consideration"). |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-08-18 transaction · row 2
1 source rowRow 2 · 2023-08-18 · Disposition to issuer · Disposed 5,194 · Balance 0 F2: In accordance with the Merger Agreement, at the Effective Time, each (a) restricted stock unit award, other than performance-based restricted stock units, and (b) deferred stock unit award under the Arconic Corporation Amended and Restated 2020 Deferred Fee Plan for Directors was cashed out based on the Merger Consideration. |
| Deferred Stock UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-08-18 transaction · row 3
1 source rowRow 3 · 2023-08-18 · Disposition to issuer · Disposed 15,840 · Balance 0 F2: In accordance with the Merger Agreement, at the Effective Time, each (a) restricted stock unit award, other than performance-based restricted stock units, and (b) deferred stock unit award under the Arconic Corporation Amended and Restated 2020 Deferred Fee Plan for Directors was cashed out based on the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Arconic Corporation ("Arconic") common stock disposed of in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated as of May 4, 2023, by and among Arconic and affiliates of funds managed by Apollo Global Management, Inc. In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Arconic common stock held by the reporting person was converted into the right to receive $30.00 in cash (the "Merger Consideration").
F2: In accordance with the Merger Agreement, at the Effective Time, each (a) restricted stock unit award, other than performance-based restricted stock units, and (b) deferred stock unit award under the Arconic Corporation Amended and Restated 2020 Deferred Fee Plan for Directors was cashed out based on the Merger Consideration.
Metaldyne Performance Group Inc.
Report date April 06, 2017 · Filed April 10, 2017
Section 16 reporting ended · disclosed 2017-04-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per share ("Common Stock")SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-04-06 transaction · row 1
1 source rowRow 1 · 2017-04-06 · Disposition to issuer · Disposed 7,488 · Balance 0 F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of November 3, 2016 (the "Merger Agreement"), by and among the Issuer, American Axle & Manufacturing Holdings, Inc. ("AAM") and Alpha SPV I, Inc., a wholly-owned subsidiary of AAM ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly-owned subsidiary of AAM and each share of Common Stock was exchanged for $13.50 in cash (the "Cash Consideration") and 0.5 of a share of common stock of AAM (the "Share Consideration" and, together with the Cash Consideration, the "Merger Consideration"). The closing price of a share of Common Stock on April 5, 2017 (the last trading day prior to the effectiveness of the Merger) was $21.90, and the closing price of a share of AAM common stock on April 6, 2017 (the effective date of the Merger) was $17.00. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-04-06 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2017-04-06 · Disposition to issuer · Disposed 882 · Balance 0 F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of November 3, 2016 (the "Merger Agreement"), by and among the Issuer, American Axle & Manufacturing Holdings, Inc. ("AAM") and Alpha SPV I, Inc., a wholly-owned subsidiary of AAM ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly-owned subsidiary of AAM and each share of Common Stock was exchanged for $13.50 in cash (the "Cash Consideration") and 0.5 of a share of common stock of AAM (the "Share Consideration" and, together with the Cash Consideration, the "Merger Consideration"). The closing price of a share of Common Stock on April 5, 2017 (the last trading day prior to the effectiveness of the Merger) was $21.90, and the closing price of a share of AAM common stock on April 6, 2017 (the effective date of the Merger) was $17.00. F2: Reflects disposition under the Merger Agreement, pursuant to which each share of restricted stock of the Issuer was canceled in exchange for the Merger Consideration. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-04-06 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2017-04-06 · Disposition to issuer · Disposed 3,135 · Balance 0 F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of November 3, 2016 (the "Merger Agreement"), by and among the Issuer, American Axle & Manufacturing Holdings, Inc. ("AAM") and Alpha SPV I, Inc., a wholly-owned subsidiary of AAM ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly-owned subsidiary of AAM and each share of Common Stock was exchanged for $13.50 in cash (the "Cash Consideration") and 0.5 of a share of common stock of AAM (the "Share Consideration" and, together with the Cash Consideration, the "Merger Consideration"). The closing price of a share of Common Stock on April 5, 2017 (the last trading day prior to the effectiveness of the Merger) was $21.90, and the closing price of a share of AAM common stock on April 6, 2017 (the effective date of the Merger) was $17.00. F3: Reflects disposition under the Merger Agreement, pursuant to which each restricted stock unit of the Issuer became fully vested immediately prior to the Merger and was canceled in exchange for the Merger Consideration. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $3.31 · Expires 2023-06-27 | Direct | 0 |
Reported balance
After 2017-04-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-04-06 · Disposition to issuer · Disposed 8,350 · Balance 0 F7: Reflects disposition under the Merger Agreement, pursuant to which each outstanding stock option of the Issuer was canceled in exchange for an amount in cash equal to (x) the aggregate number of shares of Common Stock underlying such stock option immediately prior to the Merger, multiplied by (y) the value of the Merger Consideration (with the Share Consideration being valued at $8.44 per share (0.5 times the closing price of a share of AAM common stock on April 5, 2017 of $16.88 (the last trading day prior to the effectiveness of the Merger)) less the exercise price of such stock option. F4: Represents an exercisable stock option, which was to vest and become exercisable in five equal annual installments (beginning on June 27, 2014), and with any previously unvested options being accelerated and becoming vested and exercisable under the Merger Agreement as of immediately prior to the Merger. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2024-08-04 | Direct | 0 |
Reported balance
After 2017-04-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-04-06 · Disposition to issuer · Disposed 1,060 · Balance 0 F7: Reflects disposition under the Merger Agreement, pursuant to which each outstanding stock option of the Issuer was canceled in exchange for an amount in cash equal to (x) the aggregate number of shares of Common Stock underlying such stock option immediately prior to the Merger, multiplied by (y) the value of the Merger Consideration (with the Share Consideration being valued at $8.44 per share (0.5 times the closing price of a share of AAM common stock on April 5, 2017 of $16.88 (the last trading day prior to the effectiveness of the Merger)) less the exercise price of such stock option. F5: Currently exercisable. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2024-08-04 | Direct | 0 |
Reported balance
After 2017-04-06 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-04-06 · Disposition to issuer · Disposed 1,550 · Balance 0 F7: Reflects disposition under the Merger Agreement, pursuant to which each outstanding stock option of the Issuer was canceled in exchange for an amount in cash equal to (x) the aggregate number of shares of Common Stock underlying such stock option immediately prior to the Merger, multiplied by (y) the value of the Merger Consideration (with the Share Consideration being valued at $8.44 per share (0.5 times the closing price of a share of AAM common stock on April 5, 2017 of $16.88 (the last trading day prior to the effectiveness of the Merger)) less the exercise price of such stock option. F4: Represents an exercisable stock option, which was to vest and become exercisable in five equal annual installments (beginning on June 27, 2014), and with any previously unvested options being accelerated and becoming vested and exercisable under the Merger Agreement as of immediately prior to the Merger. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2024-08-04 | Direct | 0 |
Reported balance
After 2017-04-06 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-04-06 · Disposition to issuer · Disposed 575 · Balance 0 F7: Reflects disposition under the Merger Agreement, pursuant to which each outstanding stock option of the Issuer was canceled in exchange for an amount in cash equal to (x) the aggregate number of shares of Common Stock underlying such stock option immediately prior to the Merger, multiplied by (y) the value of the Merger Consideration (with the Share Consideration being valued at $8.44 per share (0.5 times the closing price of a share of AAM common stock on April 5, 2017 of $16.88 (the last trading day prior to the effectiveness of the Merger)) less the exercise price of such stock option. F5: Currently exercisable. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2024-08-04 | Direct | 0 |
Reported balance
After 2017-04-06 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-04-06 · Disposition to issuer · Disposed 1,095 · Balance 0 F7: Reflects disposition under the Merger Agreement, pursuant to which each outstanding stock option of the Issuer was canceled in exchange for an amount in cash equal to (x) the aggregate number of shares of Common Stock underlying such stock option immediately prior to the Merger, multiplied by (y) the value of the Merger Consideration (with the Share Consideration being valued at $8.44 per share (0.5 times the closing price of a share of AAM common stock on April 5, 2017 of $16.88 (the last trading day prior to the effectiveness of the Merger)) less the exercise price of such stock option. F6: Represents an exercisable stock option, which was to vest and become exercisable in three equal annual installments (beginning on August 4, 2015), and with any previously unvested options being accelerated and becoming vested and exercisable under the Merger Agreement as of immediately prior to the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of November 3, 2016 (the "Merger Agreement"), by and among the Issuer, American Axle & Manufacturing Holdings, Inc. ("AAM") and Alpha SPV I, Inc., a wholly-owned subsidiary of AAM ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly-owned subsidiary of AAM and each share of Common Stock was exchanged for $13.50 in cash (the "Cash Consideration") and 0.5 of a share of common stock of AAM (the "Share Consideration" and, together with the Cash Consideration, the "Merger Consideration"). The closing price of a share of Common Stock on April 5, 2017 (the last trading day prior to the effectiveness of the Merger) was $21.90, and the closing price of a share of AAM common stock on April 6, 2017 (the effective date of the Merger) was $17.00.
F2: Reflects disposition under the Merger Agreement, pursuant to which each share of restricted stock of the Issuer was canceled in exchange for the Merger Consideration.
F3: Reflects disposition under the Merger Agreement, pursuant to which each restricted stock unit of the Issuer became fully vested immediately prior to the Merger and was canceled in exchange for the Merger Consideration.
F4: Represents an exercisable stock option, which was to vest and become exercisable in five equal annual installments (beginning on June 27, 2014), and with any previously unvested options being accelerated and becoming vested and exercisable under the Merger Agreement as of immediately prior to the Merger.
F5: Currently exercisable.
F6: Represents an exercisable stock option, which was to vest and become exercisable in three equal annual installments (beginning on August 4, 2015), and with any previously unvested options being accelerated and becoming vested and exercisable under the Merger Agreement as of immediately prior to the Merger.
F7: Reflects disposition under the Merger Agreement, pursuant to which each outstanding stock option of the Issuer was canceled in exchange for an amount in cash equal to (x) the aggregate number of shares of Common Stock underlying such stock option immediately prior to the Merger, multiplied by (y) the value of the Merger Consideration (with the Share Consideration being valued at $8.44 per share (0.5 times the closing price of a share of AAM common stock on April 5, 2017 of $16.88 (the last trading day prior to the effectiveness of the Merger)) less the exercise price of such stock option.
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 |
|---|---|---|---|---|---|---|
| October 31, 2016 Filed Nov 1, 2016 21:54 UTC | Adient plc ADNT · Entity 4713 | GrantDeferred Compensation - Phantom Stock Units · Derivative | 21,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065745 · form4.xml · derivative · entry 1 Stafeil Jeffrey · CIK 0001439140 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,974 Underlying: Ordinary Shares · 21,974 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock has the equivalent economic value of Adient common stock. F2 · derivative.exercise_date: Phanton Stock Units covered under the Adient Deferred Compensation Plan acquired with the completion of the spin-off between Johnson Controls International plc ("JCI") and Adient plc ("Adient")(the "spin-off"). The units will settle 100% in cash upon the reporting person's retirement or termination, subject to vesting requirements. F2 · derivative.expiration_date: Phanton Stock Units covered under the Adient Deferred Compensation Plan acquired with the completion of the spin-off between Johnson Controls International plc ("JCI") and Adient plc ("Adient")(the "spin-off"). The units will settle 100% in cash upon the reporting person's retirement or termination, subject to vesting requirements. 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.