Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carnival Corp Ltd.CCL · Entity 3136 | General Counsel | 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.
Carnival Corp Ltd.
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 60,667.8118 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 31,399 · Balance 60,667.8118 F1: Grant of time vested restricted share units ("TBS RSUs") made pursuant to the Carnival Corporation Ltd. 2020 Stock Plan. Each TBS RSU represents a hypothetical interest in one Carnival Corporation Ltd. common share. The TBS RSUs will vest on a 3-year pro-rata basis in April 2027, 2028 and 2029. The TBS RSUs will accumulate dividend equivalents and may only be settled in shares. F2: The grant was approved by the Compensation Committee as a total value to be received in the form of TBS RSUs. The number of TBS RSUs was determined by dividing the grant value by the average of the closing prices of a Carnival Corporation share over 20 consecutive trading days ending on the day before the grant, then rounding down to the nearest whole share. |
| Common SharesSEC Table I · non-derivative | IndirectEnrique Miguez Trust U/A/D December 19, 2025 | 125,624 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 125,624 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of time vested restricted share units ("TBS RSUs") made pursuant to the Carnival Corporation Ltd. 2020 Stock Plan. Each TBS RSU represents a hypothetical interest in one Carnival Corporation Ltd. common share. The TBS RSUs will vest on a 3-year pro-rata basis in April 2027, 2028 and 2029. The TBS RSUs will accumulate dividend equivalents and may only be settled in shares.
F2: The grant was approved by the Compensation Committee as a total value to be received in the form of TBS RSUs. The number of TBS RSUs was determined by dividing the grant value by the average of the closing prices of a Carnival Corporation share over 20 consecutive trading days ending on the day before the grant, then rounding down to the nearest whole share.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CARNIVAL PLC
Report date May 07, 2026 · Filed May 07, 2026
Section 16 reporting ended · disclosed 2026-05-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Trust Shares (beneficial Interest in Special Voting Share)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-07 · Disposition to issuer · Disposed 40,533.8118 · Balance 0 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: On May 7, 2026, Carnival Corporation and Carnival plc completed the previously announced DLC Unification and Redomiciliation Transactions (the "DLC Unification and Redomiciliation"), pursuant to which Carnival plc became a wholly-owned subsidiary of Carnival Corporation Ltd. In connection with the consummation of the DLC Unification and Redomiciliation, the Trust Shares beneficially owned by the Reporting Person were surrendered to Carnival plc for no consideration, and then canceled. The Reporting Person did not dispose of any Carnival Corporation securities in connection with the DLC Unification and Redomiciliation. |
| Trust Shares (beneficial Interest in Special Voting Share)SEC Table I · non-derivative | IndirectEnrique Miguez Trust U/A/D December 19, 2025 | 0 |
Reported balance
After 2026-05-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-07 · Disposition to issuer · Disposed 114,359 · Balance 0 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: On May 7, 2026, Carnival Corporation and Carnival plc completed the previously announced DLC Unification and Redomiciliation Transactions (the "DLC Unification and Redomiciliation"), pursuant to which Carnival plc became a wholly-owned subsidiary of Carnival Corporation Ltd. In connection with the consummation of the DLC Unification and Redomiciliation, the Trust Shares beneficially owned by the Reporting Person were surrendered to Carnival plc for no consideration, and then canceled. The Reporting Person did not dispose of any Carnival Corporation securities in connection with the DLC Unification and Redomiciliation. |
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: On May 7, 2026, Carnival Corporation and Carnival plc completed the previously announced DLC Unification and Redomiciliation Transactions (the "DLC Unification and Redomiciliation"), pursuant to which Carnival plc became a wholly-owned subsidiary of Carnival Corporation Ltd. In connection with the consummation of the DLC Unification and Redomiciliation, the Trust Shares beneficially owned by the Reporting Person were surrendered to Carnival plc for no consideration, and then canceled. The Reporting Person did not dispose of any Carnival Corporation securities in connection with the DLC Unification and Redomiciliation.
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 |
|---|---|---|---|---|---|---|
| January 19, 2022 Filed Jan 21, 2022 19:12 UTC | CARNIVAL PLC CUK · Entity 49172 | Tax withholdingTrust Shares (beneficial Interest In Special Voting Share) | 856 | $21.76 | $18,622.71 |
DisclosureSEC source: 0001127602-22-001814 · form4.xml · nonDerivative · entry 1 MIGUEZ ENRIQUE · CIK 0001849321 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,451 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 · shares: Represents shares withheld by the Company to cover taxes associated with vesting of time vested restricted stock units granted January 19, 2021. F3 · price: This transaction was executed in multiple trades at prices ranging from $21.67 to $21.92. The price reported reflects the average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 18:22 UTC | Carnival Corp Ltd. CCL · Entity 3136 | Tax withholdingCommon Stock | 765 | $22.36 | $17,108.00 |
DisclosureSEC source: 0001127602-22-001663 · form4.xml · nonDerivative · entry 1 MIGUEZ ENRIQUE · CIK 0001849321 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,307 F1 · shares: Represents shares withheld by the Company to cover taxes associated with vesting of special restricted stock units granted August 28, 2020. F2 · price: This transaction was executed in multiple trades at prices ranging from $22.22 to $22.53. The price reported reflects the average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 18:30 UTC | CARNIVAL PLC CUK · Entity 49172 | Tax withholdingTrust Shares (beneficial Interest In Special Voting Share) | 765 | $22.36 | $17,108.00 |
DisclosureSEC source: 0001127602-22-001669 · form4.xml · nonDerivative · entry 1 MIGUEZ ENRIQUE · CIK 0001849321 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,307 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 · shares: Represents shares withheld by the Company to cover taxes associated with vesting of special restricted stock units granted August 28, 2020. F3 · price: This transaction was executed in multiple trades at prices ranging from $22.22 to $22.53. The price reported reflects the average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 19:08 UTC | Carnival Corp Ltd. CCL · Entity 3136 | Tax withholdingCommon Stock | 1,395 | $22.64 | $31,576.10 |
DisclosureSEC source: 0001104659-22-005327 · tm223865-1_4seq1.xml · nonDerivative · entry 1 MIGUEZ ENRIQUE · CIK 0001849321 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,072 F1 · shares: Represents shares withheld by the Company to cover taxes associated with vesting of time vested restricted stock units ("TBS") granted January 14, 2019 and includes dividend equivalent shares associated with the release of TBS. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 19:09 UTC | CARNIVAL PLC CUK · Entity 49172 | Tax withholdingTrust Shares (beneficial Interest In Special Voting Share) | 1,395 | $22.64 | $31,576.10 |
DisclosureSEC source: 0001104659-22-005328 · tm223869-1_4seq1.xml · nonDerivative · entry 1 MIGUEZ ENRIQUE · CIK 0001849321 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,072 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 · shares: Represents shares withheld by the Company to cover taxes associated with vesting of time vested restricted stock units ("TBS") granted January 14, 2019 and includes dividend equivalent shares associated with the release of TBS. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 17:00 UTC | Carnival Corp Ltd. CCL · Entity 3136 | Tax withholdingCommon Stock | 783 | $23.03 | $18,036.33 |
DisclosureSEC source: 0001127602-21-022068 · form4.xml · nonDerivative · entry 1 MIGUEZ ENRIQUE · CIK 0001849321 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,882 F1 · shares: Represents a surrender of shares to satisfy a tax obligation on the vesting of restricted stock units granted August 28, 2020. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 17:06 UTC | CARNIVAL PLC CUK · Entity 49172 | Tax withholdingTrust Shares (beneficial Interest In Special Voting Share) | 783 | $23.03 | $18,036.33 |
DisclosureSEC source: 0001127602-21-022074 · form4.xml · nonDerivative · entry 1 MIGUEZ ENRIQUE · CIK 0001849321 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,882 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 · shares: Represents a surrender of shares to satisfy a tax obligation on the vesting of restricted stock units granted August 28, 2020. 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.