Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J C PENNEY CO INCJCP · Entity 16599 | Director | June 15, 2020 | June 16, 2020 |
| MASCO CORP /DE/MAS · Entity 3389 | Director | May 08, 2026 | May 12, 2026 |
| ROCKWELL AUTOMATION, INCROK · Entity 906 | Director | December 08, 2025 | December 11, 2025 |
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.
J C PENNEY CO INC
Report date June 15, 2020 · Filed June 16, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock of 50 cents Par ValueSEC Table I · non-derivative | Direct | 255,632 |
Reported balance
After 2020-06-15 transaction · row 1
1 source rowRow 1 · 2020-06-15 · Sale · Disposed 262,258 · Balance 255,632 F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.36 to $0.37, inclusive. The reporting person undertakes to provide any security holder of J. C. Penney Company, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in the footnote to this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.36 to $0.37, inclusive. The reporting person undertakes to provide any security holder of J. C. Penney Company, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in the footnote to this Form 4.
MASCO CORP /DE/
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,487 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 2,650 · Balance 16,487 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,929 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,929 |
ROCKWELL AUTOMATION, INC
Report date December 08, 2025 · Filed December 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,049 |
Reported balance
After 2025-12-08 transaction · row 1
1 source rowRow 1 · 2025-12-08 · Grant · Acquired 498 · Balance 7,049 F1: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan.
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 08, 2016 Filed Nov 8, 2016 20:12 UTC | MASCO CORP /DE/ MAS · Entity 3389 | SaleCommon Stock | 5,657 | $30.11 | $170,342.45 |
DisclosureSEC source: 0001225208-16-041287 · doc4.xml · nonDerivative · entry 2 PAYNE LISA A · CIK 0001088534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,040 Read SEC document |
| November 08, 2016 Filed Nov 8, 2016 20:12 UTC | MASCO CORP /DE/ MAS · Entity 3389 | Exercise / conversionCommon Stock | 36,468 | $25.48 | $929,266.64 |
DisclosureSEC source: 0001225208-16-041287 · doc4.xml · nonDerivative · entry 1 PAYNE LISA A · CIK 0001088534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,697 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 03, 2016 Filed Oct 4, 2016 16:49 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 726 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-16-006891 · form.xml · nonDerivative · entry 1 PAYNE LISA A · CIK 0001088534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,769 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. 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.