Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 3M COMMM · Entity 1275 | Director | May 12, 2026 | May 13, 2026 |
| CSX CORPCSX · Entity 442 | Director | February 26, 2026 | March 02, 2026 |
| FRANKLIN COVEY COFC · Entity 2471 | Director | January 23, 2026 | January 27, 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.
3M CO
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 5,129.917 |
Reported balance
After 2026-05-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 1,360.402 · Balance 5,129.917 F1: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors. F2: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account. |
| Common StockSEC Table I · non-derivative | Direct | 1,957.242 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,957.242 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors.
F2: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account.
CSX CORP
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation Directors Deferred Compensation Plan | 10,240 |
Reported balance
After 2026-02-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 4,455 · Balance 10,240 F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2: Includes 91 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction. F3: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. |
| Common StockSEC Table I · non-derivative | Direct | 20 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20 |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan.
F2: Includes 91 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction.
F3: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan.
FRANKLIN COVEY CO
Report date January 23, 2026 · Filed January 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common sharesSEC Table I · non-derivative | Direct | 20,951 |
Reported balance
After 2026-01-23 transaction · row 1
1 source rowRow 1 · 2026-01-23 · Grant · Acquired 5,778 · Balance 20,951 |
| Common sharesSEC Table I · non-derivative | Indirectby Shrimp Toast Ltd. | 14,731 |
Reported balance
Holding disclosure · report date 2026-01-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,731 F1: The reporting person and her spouse are the sole general partners of Shrimp Toast Ltd. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person and her spouse are the sole general partners of Shrimp Toast Ltd.
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 12, 2026 Filed May 13, 2026 20:20 UTC | 3M CO MMM · Entity 1275 | GrantCommon Stock | 1,360.402 | $143.34 | $195,000.02 |
DisclosureSEC source: 0000066740-26-000214 · form4.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Corporation Disclosed balance after: 5,129.917 F1 · balance_after: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors. F2 · balance_after: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:55 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085613 · ownership.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 10,240 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · balance_after: Includes 91 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction. F3 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 18:37 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 5,778 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-26-000003 · form4.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,951 Read SEC document |
| May 13, 2025 Filed May 14, 2025 20:55 UTC | 3M CO MMM · Entity 1275 | GrantCommon Stock | 1,297.147 | $150.33 | $195,000.11 |
DisclosureSEC source: 0001127602-25-014328 · form4.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Corporation Disclosed balance after: 3,699.121 F1 · shares: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account. F2 · balance_after: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:59 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 5,694 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023434 · ownership.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 5,694 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 16:04 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 3,417 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000024 · form4.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,173 Read SEC document |
| May 14, 2024 Filed May 15, 2024 20:09 UTC | 3M CO MMM · Entity 1275 | GrantCommon Stock | 1,957.242 | $99.63 | $195,000.02 |
DisclosureSEC source: 0001127602-24-015434 · form4.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,957.242 Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 18:50 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,892 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-24-000015 · form4.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,756 Read SEC document |
| May 09, 2023 Filed May 10, 2023 15:05 UTC | 3M CO MMM · Entity 1275 | GrantCommon Stock | 1,807.7 | $102.34 | $185,000.02 |
DisclosureSEC source: 0001127602-23-015075 · form4.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Corporation Disclosed balance after: 2,213.672 F1 · shares: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account. F2 · balance_after: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors. Read SEC document |
| February 09, 2023 Filed Feb 10, 2023 16:20 UTC | 3M CO MMM · Entity 1275 | GrantCommon Stock By Corporation | 400.203 | $115.25 | $46,123.40 |
DisclosureSEC source: 0001127602-23-004318 · form4.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 400.203 F1 · shares: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account. Read SEC document |
| January 20, 2023 Filed Jan 23, 2023 21:20 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001135 · doc1.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,864 Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 18:20 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-001307 · doc1.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,217 Read SEC document |
| October 06, 2021 Filed Oct 12, 2021 15:38 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 14,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-018194 · doc1.xml · nonDerivative · entry 2 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shrimp Toast Ltd. Disclosed balance after: 14,731 F1 · kind: The reporting person transferred these shares to Shrimp Toast Ltd., a limited partnership of which the reporting person and her spouse are the sole general partners and of which the reporting person and her spouse were then the sole limited partners. Read SEC document |
| October 06, 2021 Filed Oct 12, 2021 15:38 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 14,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-018194 · doc1.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,007 F1 · kind: The reporting person transferred these shares to Shrimp Toast Ltd., a limited partnership of which the reporting person and her spouse are the sole general partners and of which the reporting person and her spouse were then the sole limited partners. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 23:28 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 4,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001546 · doc1.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,738 Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 22:09 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 3,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001576 · doc1.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,731 Read SEC document |
| January 25, 2019 Filed Jan 28, 2019 21:46 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 4,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001777 · doc1.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,671 Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 16:18 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 3,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-003713 · doc1.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,596 Read SEC document |
| January 20, 2017 Filed Jan 23, 2017 23:23 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 4,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-002580 · doc1.xml · nonDerivative · entry 1 Chow Anne H · CIK 0001671343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,262 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.