Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CEMEX SAB DE CVCX · Entity 3355 | Director | March 13, 2026 | March 13, 2026 |
| Smurfit Westrock plcSW · Entity 3199 | Director | May 01, 2026 | May 05, 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.
CEMEX SAB DE CV
Report date March 13, 2026 · Filed March 13, 2026
This filing explicitly reported no securities owned.
Smurfit Westrock plc
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 4,107 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Tax withholding · Disposed 2,123 · Balance 4,107 F1: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the reporting persons tax withholding obligation upon vesting and settlement of their restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the reporting persons tax withholding obligation upon vesting and settlement of their restricted stock units.
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 01, 2026 Filed May 5, 2026 16:50 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 2,123 | $38.39 | $81,501.97 |
DisclosureSEC source: 0001628280-26-030306 · wk-form4_1777999843.xml · nonDerivative · entry 1 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,107 F1 · shares: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the reporting persons tax withholding obligation upon vesting and settlement of their restricted stock units. Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 17:16 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020101 · wk-form4_1774027006.xml · nonDerivative · entry 1 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,230 F1 · price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share F2 · balance_after: Includes 4,422 restricted stock units which will vest on the earlier of (i) May 2, 2026 or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 16:51 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 48 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058146 · wk-form4_1766163081.xml · nonDerivative · entry 1 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,179 F1 · price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 4,371 restricted stock units which will vest on the earlier of (i) May 2, 2026 or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 13:25 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-091935 · tm2526572d17_4seq1.xml · nonDerivative · entry 1 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,131 F1 · price: In accordance with the terms of outstanding restricted stock units, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 4,323 restricted stock units which will vest on the earlier of (i) May 2, 2026, or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 19:06 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 43 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012038 · form4.xml · nonDerivative · entry 1 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,090 F1 · price: In accordance with the terms of outstanding restricted stock units, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: The 4,282 restricted stock units are scheduled to vest on the earlier of (i) May 2,2026 or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| May 02, 2025 Filed May 6, 2025 17:50 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 640 | $40.47 | $25,900.80 |
DisclosureSEC source: 0001104659-25-044970 · tm2514162-3_4seq1.xml · nonDerivative · entry 2 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,047 F2 · shares: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the Reporting Person's tax withholding obligation upon vesting and settlement of RSUs. Read SEC document |
| May 02, 2025 Filed May 6, 2025 17:50 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 4,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-044970 · tm2514162-3_4seq1.xml · nonDerivative · entry 1 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,687 F1 · shares: On May 2nd, 2025, the Reporting Person was granted 4,239 restricted stock units (RSUs). Each RSU represents a contingent right to receive one ordinary share. The RSUs are scheduled to vest on the earlier of (i) the first anniversary of the date of grant of the RSU or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:02 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantCommon Stock | 1,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005357 · form4.xml · nonDerivative · entry 1 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,448 F1 · shares: On March 11, 2025, the reporting person was granted 1,332 restricted stock units (RSUs). Each RSU represents a contingent right to receive one Ordinary Share. The RSUs are scheduled to vest on May 1, 2025. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:48 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 1,003 | $54.65 | $54,813.95 |
DisclosureSEC source: 0001062993-25-002722 · form4.xml · nonDerivative · entry 1 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,116 F1 · kind: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the Reporting Persons tax withholding obligation upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a contingent right to receive one ordinary share of Smurfit Westrock plc. Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 18:06 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-020998 · form4.xml · nonDerivative · entry 1 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,119 F1 · price: In accordance with the terms of outstanding time-based restricted stock units, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.3025 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: The 2,119 restricted stock units vest on January 1, 2025. Vested restricted stock units are expected to be settled in early 2025. Read SEC document |
| September 18, 2024 Filed Sep 20, 2024 20:18 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016852 · form4.xml · nonDerivative · entry 1 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,107 F1 · price: In accordance with the terms of outstanding time-based restricted stock units, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.3025 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: The 2,107 restricted stock units vest on January 1, 2025. Vested restricted stock units are expected to be settled in early 2025. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 20:51 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantCommon Stock | 2,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-014516 · form4.xml · nonDerivative · entry 1 Melgar Lourdes · CIK 0002029405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,094 F1 · shares: On August 2, 2024, the reporting person was granted 2,094 time-based restricted stock units, which pursuant to its terms, is scheduled to vest on January 1, 2025. Vested restricted stock units are expected to be settled in early 2025. 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.