Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alcoa CorpAA · Entity 3397 | Director | May 08, 2026 | May 12, 2026 |
| DOLLAR TREE, INC.DLTR · Entity 3189 | Director | October 01, 2018 | October 02, 2018 |
| HP INCHPQ · Entity 642 | Director | April 16, 2026 | April 20, 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.
Alcoa Corp
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 56,665 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 2,532 · Balance 56,665 |
DOLLAR TREE, INC.
Report date October 01, 2018 · Filed October 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (deferred)SEC Table I · non-derivative | Direct | 67,145.74 |
Reported balance
After 2018-10-01 transaction · row 1
1 source rowRow 1 · 2018-10-01 · Grant · Acquired 638.45 · Balance 67,145.74 F1: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. |
| Common StockSEC Table I · non-derivative | Direct | 14,499 |
Reported balance
Holding disclosure · report date 2018-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,499 |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period.
HP INC
Report date April 16, 2026 · Filed April 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,176 |
Reported balance
After 2026-04-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-16 · Grant · Acquired 12,176 · Balance 12,176 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F2: On 04/16/2026, the reporting person was granted 12,176 RSUs, all of which vested on the grant date. F3: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of HP's Board of Directors. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,088 |
Reported balance
After 2026-04-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-16 · Grant · Acquired 6,088 · Balance 6,088 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F4: On 04/16/2026, the reporting person was granted 6,088 RSUs, all of which vested on the grant date. These RSUs were issued to the reporting person in lieu of the annual director cash retainer. F3: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of HP's Board of Directors. |
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 04/16/2026, the reporting person was granted 12,176 RSUs, all of which vested on the grant date.
F3: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of HP's Board of Directors.
F4: On 04/16/2026, the reporting person was granted 6,088 RSUs, all of which vested on the grant date. These RSUs were issued to the reporting person in lieu of the annual director cash retainer.
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 10, 2016 Filed Nov 15, 2016 21:08 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 4,234 | $15.49 | $65,584.66 |
DisclosureSEC source: 0001562180-16-003501 · primarydocument.xml · nonDerivative · entry 1 Citrino Mary Anne · CIK 0001334494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,234 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 |
| October 01, 2016 Filed Oct 4, 2016 16:00 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 665.15 | $78.93 | $52,500.29 |
DisclosureSEC source: 0001127602-16-063878 · form4.xml · nonDerivative · entry 1 Citrino Mary Anne · CIK 0001334494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,187.27 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. 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.