Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSRA Inc.CSRA · Entity 167770 | Director · Vice President | April 03, 2018 | April 03, 2018 |
| GENERAL DYNAMICS CORPGD · Entity 2916 | Executive Vice President | March 09, 2026 | March 11, 2026 |
| QXO, Inc.QXO · Entity 3404 | Director | May 05, 2026 | May 07, 2026 |
| XPO, Inc.XPO · Entity 3242 | Director | January 02, 2024 | January 03, 2024 |
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.
CSRA Inc.
Report date April 03, 2018 · Filed April 03, 2018
This filing explicitly reported no securities owned.
GENERAL DYNAMICS CORP
Report date March 09, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 184,477 |
Reported balance
After 2026-03-09 transaction · row 1
1 source rowRow 1 · 2026-03-09 · Tax withholding · Disposed 2,380 · Balance 184,477 F1: Represents the withholding of shares of Common Stock under the General Dynamics Corporation equity compensation plan to satisfy tax withholding obligations in connection with the release of restricted shares. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 13.61 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13.61 F2: Includes share activity under General Dynamics 401(k) plan since date of Reporting Person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the withholding of shares of Common Stock under the General Dynamics Corporation equity compensation plan to satisfy tax withholding obligations in connection with the release of restricted shares.
F2: Includes share activity under General Dynamics 401(k) plan since date of Reporting Person's last ownership report.
QXO, Inc.
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.00001 par valueSEC Table I · non-derivative | Direct | 26,634 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Exercise / conversion · Acquired 12,111 · Balance 26,634 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,274 |
Reported balance
After 2026-05-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-05 · Grant · Acquired 9,274 · Balance 9,274 F1: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock. F2: The RSUs vest in full on the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-05 · Exercise / conversion · Disposed 12,111 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock. F3: On May 12, 2025, the Reporting Person was granted RSUs that vested and settled in full on the date of the Issuer's 2026 Annual Meeting of Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock.
F2: The RSUs vest in full on the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer.
F3: On May 12, 2025, the Reporting Person was granted RSUs that vested and settled in full on the date of the Issuer's 2026 Annual Meeting of Stockholders.
XPO, Inc.
Report date January 02, 2024 · Filed January 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,400 |
Reported balance
After 2024-01-02 transaction · row 1
1 source rowRow 1 · 2024-01-02 · Exercise / conversion · Acquired 5,480 · Balance 6,400 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-01-02 · Exercise / conversion · Disposed 5,480 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F2: The RSUs vested in full on January 2, 2024. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,160 |
Reported balance
After 2024-01-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-02 · Grant · Acquired 2,160 · Balance 2,160 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F3: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,040 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 4,040 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F4: The RSUs vested in full on January 3, 2023 and are subject to a deferral election. On March 23, 2023, the Board of Directors of the Issuer terminated the deferral and accelerated the payment of the RSUs to as soon as practicable after April 1, 2024 and no later than March 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.
F2: The RSUs vested in full on January 2, 2024.
F3: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer.
F4: The RSUs vested in full on January 3, 2023 and are subject to a deferral election. On March 23, 2023, the Board of Directors of the Issuer terminated the deferral and accelerated the payment of the RSUs to as soon as practicable after April 1, 2024 and no later than March 31, 2025.
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 |
|---|---|---|---|---|---|---|
| March 08, 2018 Filed Mar 12, 2018 20:11 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Tax withholdingCommon Stock | 18,784 | $225.32 | $4,232,392.10 |
DisclosureSEC source: 0001209191-18-018853 · doc4.xml · nonDerivative · entry 2 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,520 Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 20:11 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionCommon Stock | 28,890 | $67.70 | $1,955,853.00 |
DisclosureSEC source: 0001209191-18-018853 · doc4.xml · nonDerivative · entry 1 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,304 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 |
| March 07, 2018 Filed Mar 8, 2018 21:13 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantStock options · Derivative | 43,940 | $0.00 Strike: $223.93 | $0.00 |
DisclosureSEC source: 0001209191-18-018004 · doc4.xml · derivative · entry 5 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,940 Underlying: Common Stock · 43,940 shares Expires 2028-03-06 F5 · derivative.exercise_date: Fifty percent become exercisable on 03/07/2020 and the remaining fifty percent become exercisable on 03/07/2021. Read SEC document |
| March 07, 2018 Filed Mar 8, 2018 21:13 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock | 3,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018004 · doc4.xml · nonDerivative · entry 3 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,414 F3 · shares: Represents shares of restricted stock subject to service-based vesting that will be released three years after the grant date. Read SEC document |
| March 07, 2018 Filed Mar 8, 2018 21:13 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Tax withholdingCommon Stock | 3,514 | $223.93 | $786,890.02 |
DisclosureSEC source: 0001209191-18-018004 · doc4.xml · nonDerivative · entry 2 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,729 F2 · shares: Withholding of shares of Common Stock under General Dynamics Corporation 2012 Equity Compensation Plan to satisfy tax withholding obligations on release of PRSUs. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 21:13 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock | 7,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018004 · doc4.xml · nonDerivative · entry 1 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,243 F1 · shares: Represents performance restricted stock units (PRSUs) originally granted in 2015. Includes additional units issued upon achievement of the performance criteria, as well as accrued dividend equivalents. No further service-based vesting is required. The PRSUs and dividend equivalents are settled in shares of common stock. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 14:32 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Tax withholdingCommon Stock | 7,716 | $201.99 | $1,558,554.84 |
DisclosureSEC source: 0001209191-18-002284 · doc4.xml · nonDerivative · entry 1 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,452 F1 · kind: Represents withholding of shares of Common Stock under the General Dynamics Corporation equity compensation plan to satisfy tax withholding obligations in connection with the release of restricted shares and performance restricted stock units. F2 · balance_after: Pursuant to the applicable grant agreement, fractional shares accrued on performance restricted stock units are not issued upon release of the units. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 21:52 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock | 47.939 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-060640 · doc4.xml · nonDerivative · entry 1 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,168.676 F1 · shares: Represents accrued dividend equivalents on previously earned PRSUs. Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 19:33 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock | 48.012 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-048932 · doc4.xml · nonDerivative · entry 1 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,120.737 F1 · shares: Represents accrued dividend equivalents on previously earned PRSUs. Read SEC document |
| May 05, 2017 Filed May 9, 2017 17:46 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock | 48.713 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030818 · doc4.xml · nonDerivative · entry 1 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,072.725 F1 · shares: Represents accrued dividend equivalents on previously earned PRSUs. Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 20:04 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionStock Options · Derivative | 21,500 | $0.00 Strike: $71.01 | $0.00 |
DisclosureSEC source: 0001209191-17-022933 · doc4.xml · derivative · entry 4 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,500 shares Expires 2019-03-06 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. F2 · derivative.exercise_date: Fifty percent became exercisable on 03/07/2013 and the remaining fifty percent became exercisable on 03/07/2014. Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 20:04 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Tax withholdingCommon Stock | 15,853 | $190.24 | $3,015,874.72 |
DisclosureSEC source: 0001209191-17-022933 · doc4.xml · nonDerivative · entry 2 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,024.012 Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 20:04 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionCommon Stock | 21,500 | $71.01 | $1,526,715.00 |
DisclosureSEC source: 0001209191-17-022933 · doc4.xml · nonDerivative · entry 1 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,877.012 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 |
| March 01, 2017 Filed Mar 3, 2017 19:54 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantStock Options · Derivative | 49,100 | $0.00 Strike: $191.71 | $0.00 |
DisclosureSEC source: 0001209191-17-017261 · doc4.xml · derivative · entry 3 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,100 Underlying: Common Stock · 49,100 shares Expires 2027-02-28 F3 · derivative.exercise_date: Fifty percent become exercisable on 03/01/2019 and the remaining fifty percent become exercisable on 03/01/2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 19:54 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock, $1.00 par value | 4,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017261 · doc4.xml · nonDerivative · entry 1 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,377.012 F1 · shares: Represents shares of restricted stock subject to service-based vesting that will be released three years after the grant date. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:34 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock, $1.00 par value | 46.696 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010552 · doc4.xml · nonDerivative · entry 1 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,137.012 F1 · shares: Represents accrued dividend equivalents on previously earned PRSUs. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 18:54 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Tax withholdingCommon Stock, $1.00 par value | 2,253 | $175.49 | $395,378.97 |
DisclosureSEC source: 0001209191-17-001784 · doc4.xml · nonDerivative · entry 1 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,090.316 F1 · kind: Withholding of shares of Common Stock under General Dynamics Corporation equity compensation plan to satisfy tax withholding obligations on release of restricted shares and performance restricted stock units. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 20:52 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock, $1.00 par value | 64.503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150120 · doc4.xml · nonDerivative · entry 1 Aiken Jason W · CIK 0001486897 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,343.339 F1 · shares: Represents accrued dividend equivalents on previously earned PRSUs. 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.