Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Air Products & Chemicals, Inc.APD · Entity 2983 | Exec VP, CIO | February 13, 2025 | February 14, 2025 |
| Alcoa CorpAA · Entity 3397 | Director | May 08, 2026 | May 12, 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.
Air Products & Chemicals, Inc.
Report date February 13, 2025 · Filed February 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,278 |
Reported balance
After 2025-02-13 transaction · row 1
1 source rowRow 1 · 2025-02-13 · Sale · Disposed 2,089 · Balance 5,278 |
| Common StockSEC Table I · non-derivative | IndirectBy RSP | 143 |
Reported balance
Holding disclosure · report date 2025-02-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 143 |
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 | 2,532 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 2,532 · Balance 2,532 |
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 08, 2026 Filed May 12, 2026 20:21 UTC | Alcoa Corp AA · Entity 3397 | GrantCommon Stock, par value $0.01 per share | 2,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-219535 · ownership.xml · nonDerivative · entry 1 Galovich Brian · CIK 0002039709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,532 Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 13:54 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | SaleCommon Stock | 2,089 | $315.79 | $659,685.31 |
DisclosureSEC source: 0001225208-25-001714 · doc4.xml · nonDerivative · entry 1 Galovich Brian · CIK 0002039709 · Exec VP, CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,278 Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 15:32 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Tax withholdingCommon Stock | 412 | $333.65 | $137,463.80 |
DisclosureSEC source: 0001225208-24-010513 · doc4.xml · nonDerivative · entry 4 Galovich Brian · CIK 0002039709 · Exec VP, CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,367 Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 15:32 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Tax withholdingCommon Stock | 299 | $333.65 | $99,761.35 |
DisclosureSEC source: 0001225208-24-010513 · doc4.xml · nonDerivative · entry 3 Galovich Brian · CIK 0002039709 · Exec VP, CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,779 Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 15:32 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantCommon Stock | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010513 · doc4.xml · nonDerivative · entry 2 Galovich Brian · CIK 0002039709 · Exec VP, CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,078 F1 · price: Not applicable to this security Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 15:32 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantCommon Stock | 1,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010513 · doc4.xml · nonDerivative · entry 1 Galovich Brian · CIK 0002039709 · Exec VP, CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,048 F1 · price: Not applicable to this security 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.