Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Extra Space Storage Inc.EXR · Entity 3142 | Director | May 24, 2023 | May 26, 2023 |
| PACKAGING CORP OF AMERICAPKG · Entity 3254 | Director | May 12, 2026 | May 12, 2026 |
| TENNECO INCTEN · Entity 11746 | Director | February 04, 2020 | February 06, 2020 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Director | June 01, 2018 | June 05, 2018 |
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.
Extra Space Storage Inc.
Report date May 24, 2023 · Filed May 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 131,886 |
Reported balance
After 2023-05-24 transaction · row 1
1 source rowRow 1 · 2023-05-24 · Grant · Acquired 1,093 · Balance 131,886 F1: Stock awards vest over one year on the anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | IndirectRoger Blaine Porter 2012 Trust | 100,000 |
Reported balance
Holding disclosure · report date 2023-05-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100,000 F2: Shares of common stock held by Roger Blaine Porter 2012 Trust, an entity in which the reporting person has shared voting and investment power and beneficial ownership. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock awards vest over one year on the anniversary of the grant date.
F2: Shares of common stock held by Roger Blaine Porter 2012 Trust, an entity in which the reporting person has shared voting and investment power and beneficial ownership.
PACKAGING CORP OF AMERICA
Report date May 12, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,604 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 591 · Balance 22,604 F1: Share award for equity portion of directors fees. |
Filing footnotes · ownership attribution and instrument terms
F1: Share award for equity portion of directors fees.
TENNECO INC
Report date February 04, 2020 · Filed February 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 75,347 |
Reported balance
After 2020-02-04 transaction · row 1
1 source rowRow 1 · 2020-02-04 · Grant · Acquired 12,208 · Balance 75,347 F1: Reflects stock granted to the Reporting Person pursuant to Rule 16b-3. |
| Stock Equivalent UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 109,516.23 |
Reported balance
Holding disclosure · report date 2020-02-04 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 109,516.23 F2: 1-for-1 F3: Reflects dividend equivalents on stock equivalent units awarded pursuant to Rule 16b-3, and are to be settled in cash or stock upon or following termination of service as a director. F4: Reflects reporting of an additional 1,106.11 units received pursuant to dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects stock granted to the Reporting Person pursuant to Rule 16b-3.
F2: 1-for-1
F3: Reflects dividend equivalents on stock equivalent units awarded pursuant to Rule 16b-3, and are to be settled in cash or stock upon or following termination of service as a director.
F4: Reflects reporting of an additional 1,106.11 units received pursuant to dividend reinvestment.
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Report date June 01, 2018 · Filed June 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,444.912 |
Reported balance
After 2018-06-01 transaction · row 1
1 source rowRow 1 · 2018-06-01 · Grant · Acquired 1,644 · Balance 51,444.912 |
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 12, 2026 21:47 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 591 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-219960 · ownership.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,604 F1 · kind: Share award for equity portion of directors fees. Read SEC document |
| May 07, 2025 Filed May 9, 2025 17:43 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 611 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-067804 · ownership.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,013 F1 · kind: Share award for equity portion of directors fees. Read SEC document |
| May 08, 2024 Filed May 10, 2024 20:15 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 616 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-057840 · ownership.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,402 F1 · kind: Share award for equity portion of directors fees. Read SEC document |
| May 24, 2023 Filed May 26, 2023 23:26 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,093 | $146.46 | $160,080.78 |
DisclosureSEC source: 0001628280-23-020002 · wf-form4_168514354353148.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,886 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 02, 2023 Filed May 4, 2023 18:28 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 636 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027278 · doc4.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,786 F1 · kind: Share award for equity portion of directors fees. Read SEC document |
| May 25, 2022 Filed May 27, 2022 20:50 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 928 | $172.45 | $160,033.60 |
DisclosureSEC source: 0001628280-22-015633 · wf-form4_165368461013082.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,793 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 17, 2022 Filed May 19, 2022 18:45 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030450 · doc4.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,150 F1 · price: Share award for equity portion of directors fees. Read SEC document |
| May 26, 2021 Filed May 27, 2021 22:00 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 883 | $147.29 | $130,057.07 |
DisclosureSEC source: 0001179110-21-006042 · edgar.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,865 F2 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 04, 2021 Filed May 5, 2021 16:51 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030230 · doc4.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,615 F1 · price: Share award for equity portion of directors fees. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:23 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,426 | $84.20 | $120,069.20 |
DisclosureSEC source: 0001179110-20-006205 · edgar.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,982 F2 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 05, 2020 Filed May 5, 2020 22:56 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 749 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027294 · doc4.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,088 F1 · price: Share award for equity portion of directors fees. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 20:02 UTC | TENNECO INC TEN · Entity 11746 | GrantClass A Common Stock | 12,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-007321 · doc4.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,347 F1 · kind: Reflects stock granted to the Reporting Person pursuant to Rule 16b-3. Read SEC document |
| May 22, 2019 Filed May 24, 2019 22:22 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,130 | $106.25 | $120,062.50 |
DisclosureSEC source: 0001179110-19-006705 · edgar.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,556 Read SEC document |
| May 07, 2019 Filed May 9, 2019 18:43 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 706 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028425 · doc4.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,339 F1 · price: Share award for equity portion of directors fees. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:11 UTC | TENNECO INC TEN · Entity 11746 | GrantClass A Common Stock | 3,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008129 · doc4.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,139 F1 · kind: Reflects stock granted to the Reporting Person pursuant to Rule 16b-3. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 21:10 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 1,644 | $55.66 | $91,505.04 |
DisclosureSEC source: 0000109380-18-000188 · wf-form4_152823302287157.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,444.912 Read SEC document |
| May 23, 2018 Filed May 24, 2018 21:52 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,281 | $93.74 | $120,080.94 |
DisclosureSEC source: 0001179110-18-007487 · edgar.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,426 Read SEC document |
| May 15, 2018 Filed May 16, 2018 17:45 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 566 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-030433 · doc4.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,633 F1 · acquired: Share award for equity portion of directors fees. Read SEC document |
| April 03, 2018 Filed Apr 5, 2018 21:49 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 7,800 | $47.10 Strike: $47.10 | $367,380.00 |
DisclosureSEC source: 0000109380-18-000109 · wf-form4_152296492987488.xml · derivative · entry 2 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,800 shares Expires 2018-04-24 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. F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| April 03, 2018 Filed Apr 5, 2018 21:49 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 7,800 | $47.10 | $367,380.00 |
DisclosureSEC source: 0000109380-18-000109 · wf-form4_152296492987488.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,800.912 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 |
| February 07, 2018 Filed Feb 9, 2018 12:43 UTC | TENNECO INC TEN · Entity 11746 | GrantCommon Stock | 2,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-008721 · doc4.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,680 F1 · kind: Reflects stock granted to the Reporting Person pursuant to Rule 16b-3. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 15:23 UTC | TENNECO INC TEN · Entity 11746 | GrantStock Equivalent Units · Derivative | 444.33 | $59.24 Strike: $0.00 | $26,322.11 |
DisclosureSEC source: 0001209191-17-067034 · doc4.xml · derivative · entry 2 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,732.76 Underlying: Common Stock · 444.33 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Reflects dividend equivalents on stock equivalent units awarded pursuant to Rule 16b-3, and are to be settled in cash or stock upon or following termination of service as a director. F2 · derivative.expiration_date: Reflects dividend equivalents on stock equivalent units awarded pursuant to Rule 16b-3, and are to be settled in cash or stock upon or following termination of service as a director. Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 17:34 UTC | TENNECO INC TEN · Entity 11746 | GrantStock Equivalent Units · Derivative | 434.86 | $60.28 Strike: $0.00 | $26,213.36 |
DisclosureSEC source: 0001209191-17-054285 · doc4.xml · derivative · entry 2 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,288.43 Underlying: Common Stock · 434.86 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Reflects dividend equivalents on stock equivalent units awarded pursuant to Rule 16b-3, and are to be settled in cash or stock upon or following termination of service as a director. F2 · derivative.expiration_date: Reflects dividend equivalents on stock equivalent units awarded pursuant to Rule 16b-3, and are to be settled in cash or stock upon or following termination of service as a director. Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 21:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | PurchaseCommon Stock | 1,615.912 | $43.99 | $71,083.97 |
DisclosureSEC source: 0000109380-17-000233 · wf-form4_150352265854034.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,000.912 Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 11:37 UTC | TENNECO INC TEN · Entity 11746 | GrantStock Equivalent Units · Derivative | 477.56 | $54.64 Strike: $0.00 | $26,093.88 |
DisclosureSEC source: 0001209191-17-041894 · doc4.xml · derivative · entry 2 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,853.57 Underlying: Common Stock · 477.56 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Reflects dividend equivalents on stock equivalent units awarded pursuant to Rule 16b-3, and are to be settled in cash or stock upon or following termination of service as a director. F2 · derivative.expiration_date: Reflects dividend equivalents on stock equivalent units awarded pursuant to Rule 16b-3, and are to be settled in cash or stock upon or following termination of service as a director. Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,282 | $40.10 | $91,508.20 |
DisclosureSEC source: 0000109380-17-000180 · wf-form4_149669905528426.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,385 Read SEC document |
| May 18, 2017 Filed May 19, 2017 20:58 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,318 | $75.90 | $100,036.20 |
DisclosureSEC source: 0001179110-17-007631 · edgar.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,145 Read SEC document |
| May 16, 2017 Filed May 17, 2017 16:02 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 486 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032960 · doc4.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,067 F1 · price: Share award for equity portion of directors fees. Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 17:20 UTC | TENNECO INC TEN · Entity 11746 | GrantStock Equivalent Units · Derivative | 415.84 | $62.50 Strike: $0.00 | $25,990.00 |
DisclosureSEC source: 0001209191-17-022979 · doc4.xml · derivative · entry 2 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,376.01 Underlying: Common Stock · 415.84 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Reflects dividend equivalents on stock equivalent units awarded pursuant to Rule 16b-3, and are to be settled in cash or stock upon or following termination of service as a director. F2 · derivative.expiration_date: Reflects dividend equivalents on stock equivalent units awarded pursuant to Rule 16b-3, and are to be settled in cash or stock upon or following termination of service as a director. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 14:49 UTC | TENNECO INC TEN · Entity 11746 | GrantCommon Stock | 1,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007520 · doc4.xml · nonDerivative · entry 1 PORTER ROGER B · CIK 0001184841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,500 F1 · kind: Reflects stock granted to the Reporting Person pursuant to Rule 16b-3. 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.