Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KIMBERLY CLARK CORPKMB · Entity 3103 | Chief Financial Officer | May 01, 2026 | May 04, 2026 |
| Keurig Dr Pepper Inc.KDP · Entity 3055 | Director | March 02, 2022 | March 04, 2022 |
| Mondelez International, Inc.MDLZ · Entity 2953 | SVP, Corp. Controller & CAO | February 22, 2021 | February 24, 2021 |
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.
KIMBERLY CLARK CORP
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,285 |
Ending reported balance
After 2026-05-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-05-01 · Exercise / conversion · Acquired 3,384 · Balance 44,594 F1: Represents restricted share units that have vested and are paid out in shares of common stock. Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock. F2: Restricted share units payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Equity Participation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. Row 2 · 2026-05-01 · Exercise / conversion · Acquired 3,337 · Balance 47,931 F1: Represents restricted share units that have vested and are paid out in shares of common stock. Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock. F2: Restricted share units payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Equity Participation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. Row 3 · 2026-05-01 · Tax withholding · Disposed 1,314 · Balance 46,617 F3: This transaction represents the automatic surrender of shares to the issuer upon vesting of restricted shares units to satisfy the reporting person's tax withholding obligations. Row 4 · 2026-05-01 · Tax withholding · Disposed 1,332 · Balance 45,285 F3: This transaction represents the automatic surrender of shares to the issuer upon vesting of restricted shares units to satisfy the reporting person's tax withholding obligations. |
| Restricted Share Units 5/01/2024 (w/Dividends reinvested)SEC Table II · derivative / convertible security | Direct | 4,451 |
Reported balance
After 2026-05-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-01 · Exercise / conversion · Disposed 3,337 · Balance 4,451 F2: Restricted share units payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Equity Participation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. F1: Represents restricted share units that have vested and are paid out in shares of common stock. Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock. F4: The restricted share units vest 30 percent on each of the first and second anniversaries of the grant date and the remaining 40 percent on the third anniversary of the grant date. |
| Restricted Share Units 5/01/2025 (w/dividends reinvested)SEC Table II · derivative / convertible security | Direct | 7,899 |
Reported balance
After 2026-05-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-01 · Exercise / conversion · Disposed 3,384 · Balance 7,899 F2: Restricted share units payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Equity Participation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. F1: Represents restricted share units that have vested and are paid out in shares of common stock. Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock. F4: The restricted share units vest 30 percent on each of the first and second anniversaries of the grant date and the remaining 40 percent on the third anniversary of the grant date. |
| Restricted Share Units 5/1/2026 (w/dividends reinvested)SEC Table II · derivative / convertible security | Direct | 14,334 |
Reported balance
After 2026-05-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-05-01 · Grant · Acquired 14,334 · Balance 14,334 F2: Restricted share units payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Equity Participation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. F4: The restricted share units vest 30 percent on each of the first and second anniversaries of the grant date and the remaining 40 percent on the third anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted share units that have vested and are paid out in shares of common stock. Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock.
F2: Restricted share units payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Equity Participation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock.
F3: This transaction represents the automatic surrender of shares to the issuer upon vesting of restricted shares units to satisfy the reporting person's tax withholding obligations.
F4: The restricted share units vest 30 percent on each of the first and second anniversaries of the grant date and the remaining 40 percent on the third anniversary of the grant date.
Keurig Dr Pepper Inc.
Report date March 02, 2022 · Filed March 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,274 |
Reported balance
After 2022-03-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-02 · Grant · Acquired 4,274 · Balance 4,274 F1: Subject to certain vesting conditions and exceptions, these restricted stock units vest on March 2, 2027. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2: The Reporting Person is an officer of Mondelez International, Inc. (Mondelez International) and serves on the Board of Directors of the Issuer as a nominee of Mondelez International, a stockholder of the Issuer. The Reporting Person has agreed that he will not receive any separate compensation for serving on the Board of Directors of the Issuer and will transfer to Mondelez International any director compensation he receives from the Issuer, including any awards made pursuant grants of restricted stock units. The Reporting Person disclaims beneficial ownership of such restricted stock units except to the extent of his pecuniary interests therein and this report shall not be deemed that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to certain vesting conditions and exceptions, these restricted stock units vest on March 2, 2027. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting.
F2: The Reporting Person is an officer of Mondelez International, Inc. (Mondelez International) and serves on the Board of Directors of the Issuer as a nominee of Mondelez International, a stockholder of the Issuer. The Reporting Person has agreed that he will not receive any separate compensation for serving on the Board of Directors of the Issuer and will transfer to Mondelez International any director compensation he receives from the Issuer, including any awards made pursuant grants of restricted stock units. The Reporting Person disclaims beneficial ownership of such restricted stock units except to the extent of his pecuniary interests therein and this report shall not be deemed that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.
Mondelez International, Inc.
Report date February 22, 2021 · Filed February 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 69,149 |
Ending reported balance
After 2021-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-02-22 · Exercise / conversion · Acquired 9,900 · Balance 74,735 F1: This Form 4 is being filed to report the exercise of stock options that became 100% exercisable on February 24, 2014 and expire on February 23, 2021, and to report the surrender of securities in payment of the exercise price and taxes. Row 2 · 2021-02-22 · Tax withholding · Disposed 5,586 · Balance 69,149 F1: This Form 4 is being filed to report the exercise of stock options that became 100% exercisable on February 24, 2014 and expire on February 23, 2021, and to report the surrender of securities in payment of the exercise price and taxes. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.83 · Expires 2021-02-23 | Direct | 0 |
Reported balance
After 2021-02-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-02-22 · Exercise / conversion · Disposed 9,900 · Balance 0 F1: This Form 4 is being filed to report the exercise of stock options that became 100% exercisable on February 24, 2014 and expire on February 23, 2021, and to report the surrender of securities in payment of the exercise price and taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 is being filed to report the exercise of stock options that became 100% exercisable on February 24, 2014 and expire on February 23, 2021, and to report the surrender of securities in payment of the exercise price and taxes.
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 |
|---|---|---|---|---|---|---|
| February 22, 2019 Filed Feb 26, 2019 21:12 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantStock Options (right to buy) · Derivative | 13,760 | $0.00 Strike: $47.72 | $0.00 |
DisclosureSEC source: 0001209191-19-013475 · doc4.xml · derivative · entry 3 Urdaneta Nelson · CIK 0001679749 · SVP, Corp. Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,760 Underlying: Class A Common Stock · 13,760 shares Expires 2029-02-22 F3 · derivative.exercise_date: Options vest in three annual installments as follows: 33% on February 22, 2020; 33% on February 22, 2021; and 34% on February 22, 2022. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 21:12 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Tax withholdingClass A Common Stock | 1,925 | $47.72 | $91,861.00 |
DisclosureSEC source: 0001209191-19-013475 · doc4.xml · nonDerivative · entry 2 Urdaneta Nelson · CIK 0001679749 · SVP, Corp. Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,190 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of performance share units. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 21:12 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantClass A Common Stock | 6,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013475 · doc4.xml · nonDerivative · entry 1 Urdaneta Nelson · CIK 0001679749 · SVP, Corp. Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,115 F1 · shares: Shares of common stock received upon vesting of performance share units granted under the Issuer's Amended and Restated 2005 Performance Incentive Plan. Read SEC document |
| February 04, 2019 Filed Feb 5, 2019 21:08 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Exercise / conversionStock Options (right to buy) · Derivative | 7,200 | $0.00 Strike: $15.47 | $0.00 |
DisclosureSEC source: 0001209191-19-007309 · doc4.xml · derivative · entry 3 Urdaneta Nelson · CIK 0001679749 · SVP, Corp. Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,200 shares Expires 2019-02-20 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: This Form 4 is being filed to report the exercise of stock options that became 100% exercisable on February 17, 2012 and expire on February 20, 2019, and to report the surrender of securities in payment of the exercise price and taxes. Read SEC document |
| February 04, 2019 Filed Feb 5, 2019 21:08 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Tax withholdingClass A Common Stock | 3,940 | $46.11 | $181,673.40 |
DisclosureSEC source: 0001209191-19-007309 · doc4.xml · nonDerivative · entry 2 Urdaneta Nelson · CIK 0001679749 · SVP, Corp. Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,620 F1 · shares: This Form 4 is being filed to report the exercise of stock options that became 100% exercisable on February 17, 2012 and expire on February 20, 2019, and to report the surrender of securities in payment of the exercise price and taxes. Read SEC document |
| February 04, 2019 Filed Feb 5, 2019 21:08 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Exercise / conversionClass A Common Stock | 7,200 | $15.47 | $111,398.40 |
DisclosureSEC source: 0001209191-19-007309 · doc4.xml · nonDerivative · entry 1 Urdaneta Nelson · CIK 0001679749 · SVP, Corp. Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,560 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 · shares: This Form 4 is being filed to report the exercise of stock options that became 100% exercisable on February 17, 2012 and expire on February 20, 2019, and to report the surrender of securities in payment of the exercise price and taxes. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 22:34 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantStock Options (right to buy) · Derivative | 10,060 | $0.00 Strike: $43.51 | $0.00 |
DisclosureSEC source: 0001209191-18-013487 · doc4.xml · derivative · entry 3 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,060 Underlying: Class A Common Stock · 10,060 shares Expires 2028-02-22 F3 · derivative.exercise_date: Options vest in three annual installments as follows: 33% on February 22, 2019; 33% on February 22, 2020; and 34% on February 22, 2021. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 22:34 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Tax withholdingClass A Common Stock | 2,164 | $43.51 | $94,155.64 |
DisclosureSEC source: 0001209191-18-013487 · doc4.xml · nonDerivative · entry 2 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,360 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of performance share units. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 22:34 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantClass A Common Stock | 7,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013487 · doc4.xml · nonDerivative · entry 1 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,524 F1 · shares: Shares of common stock received upon vesting of performance share units granted under the Issuer's Amended and Restated 2005 Performance Incentive Plan. Read SEC document |
| February 20, 2018 Filed Feb 21, 2018 22:40 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Tax withholdingClass A Common Stock | 760 | $43.76 | $33,257.60 |
DisclosureSEC source: 0001209191-18-012044 · doc4.xml · nonDerivative · entry 1 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,114 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of deferred stock units granted under the Issuer's Amended and Restated 2005 Performance Incentive Plan. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 21:09 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Exercise / conversionStock Options (right to buy) · Derivative | 4,760 | $0.00 Strike: $19.30 | $0.00 |
DisclosureSEC source: 0001209191-18-004238 · doc4.xml · derivative · entry 3 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,760 shares Expires 2018-02-02 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: This Form 4 is being filed to report the exercise of stock options that became 100% exercisable on February 4, 2011 and expire on February 2, 2018, and to report the surrender of securities in payment of the exercise price and taxes. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 21:09 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Tax withholdingClass A Common Stock | 3,094 | $43.86 | $135,702.84 |
DisclosureSEC source: 0001209191-18-004238 · doc4.xml · nonDerivative · entry 2 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,874 F1 · shares: This Form 4 is being filed to report the exercise of stock options that became 100% exercisable on February 4, 2011 and expire on February 2, 2018, and to report the surrender of securities in payment of the exercise price and taxes. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 21:09 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Exercise / conversionClass A Common Stock | 4,760 | $19.30 | $91,861.81 |
DisclosureSEC source: 0001209191-18-004238 · doc4.xml · nonDerivative · entry 1 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,968 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 · shares: This Form 4 is being filed to report the exercise of stock options that became 100% exercisable on February 4, 2011 and expire on February 2, 2018, and to report the surrender of securities in payment of the exercise price and taxes. Read SEC document |
| October 16, 2017 Filed Oct 18, 2017 20:05 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantClass A Common Stock | 7,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-057293 · doc4.xml · nonDerivative · entry 2 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,208 F2 · shares: Deferred stock units granted under the Issuer's Amended and Restated 2005 Performance Incentive Plan. Deferred stock units will vest on October 16, 2020. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 21:16 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Tax withholdingClass A Common Stock | 731 | $42.50 | $31,067.50 |
DisclosureSEC source: 0001209191-17-013208 · doc4.xml · nonDerivative · entry 1 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,610 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of deferred stock units granted under the Issuer's Amended and Restated 2005 Performance Incentive Plan. Read SEC document |
| February 21, 2017 Filed Oct 18, 2017 20:05 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Tax withholdingClass A Common Stock | 632 | $44.97 | $28,421.04 |
DisclosureSEC source: 0001209191-17-057293 · doc4.xml · nonDerivative · entry 1 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,978 F1 · shares: Due to an administrative error, the withholding of shares to satisfy tax withholding obligations in connection with the vesting of deferred stock units was not timely reported. This Form 4 is being filed to report the withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting on February 21, 2017 of deferred stock units granted under the Issuer's Amended and Restated 2005 Performance Incentive Plan. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:12 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantStock Options (right to buy) · Derivative | 10,130 | $0.00 Strike: $43.20 | $0.00 |
DisclosureSEC source: 0001209191-17-012640 · doc4.xml · derivative · entry 3 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,130 Underlying: Class A Common Stock · 10,130 shares Expires 2027-02-16 F3 · derivative.exercise_date: Options will vest in three annual installments as follows: 33% on February 16, 2018; 33% on February 16, 2019; and 34% on February 16, 2020. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:12 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Tax withholdingClass A Common Stock | 1,687 | $43.20 | $72,878.40 |
DisclosureSEC source: 0001209191-17-012640 · doc4.xml · nonDerivative · entry 2 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,341 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of performance share units. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:12 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantClass A Common Stock | 5,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012640 · doc4.xml · nonDerivative · entry 1 Urdaneta Nelson · CIK 0001679749 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,028 F1 · shares: Shares of common stock received upon vesting of performance share units granted under the Issuer's Amended and Restated 2005 Performance Incentive 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.