Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AES CORPAES · Entity 3505 | Director | April 29, 2026 | May 01, 2026 |
| Walgreens Boots Alliance, Inc.WBA · Entity 16467 | Director | August 13, 2025 | August 15, 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.
AES CORP
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UnitsSEC Table II · derivative / convertible security | Direct | 59,433 |
Reported balance
After 2026-04-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 12,111 · Balance 59,433 F1: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2025 Equity and Incentive Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2025 Equity and Incentive Compensation Plan.
Walgreens Boots Alliance, Inc.
Report date August 13, 2025 · Filed August 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 49,779.04 |
Reported balance
After 2025-08-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-08-13 · Grant · Acquired 16,820.86 · Balance 49,779.04 F1: The annual phantom stock grant is issued as non-employee director compensation under the Amended and Restated Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan") in arrears with respect to services rendered over the course of the prior year, and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3: Includes phantom stock units that were issued in lieu of dividends on outstanding phantom stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The annual phantom stock grant is issued as non-employee director compensation under the Amended and Restated Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan") in arrears with respect to services rendered over the course of the prior year, and each unit of phantom stock is the economic equivalent of one share of the company's common stock.
F2: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan.
F3: Includes phantom stock units that were issued in lieu of dividends on outstanding phantom 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 |
|---|---|---|---|---|---|---|
| April 29, 2026 Filed May 1, 2026 20:10 UTC | AES CORP AES · Entity 3505 | GrantUnits · Derivative | 12,111 | $0.00 | $0.00 |
DisclosureSEC source: 0000874761-26-000104 · form4.xml · derivative · entry 1 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,433 Underlying: Common Stock · 12,111 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2025 Equity and Incentive Compensation Plan. F1 · derivative.exercise_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2025 Equity and Incentive Compensation Plan. F1 · derivative.expiration_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2025 Equity and Incentive Compensation Plan. Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 18:08 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 16,820.86 | $11.89 | $200,000.03 |
DisclosureSEC source: 0001618921-25-000085 · wk-form4_1755295684.xml · derivative · entry 1 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,779.04 Underlying: Common Stock · 16,820.86 shares Expires not disclosed F1 · derivative.exercise_price: The annual phantom stock grant is issued as non-employee director compensation under the Amended and Restated Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan") in arrears with respect to services rendered over the course of the prior year, and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units that were issued in lieu of dividends on outstanding phantom stock units. Read SEC document |
| May 09, 2025 Filed May 13, 2025 20:05 UTC | AES CORP AES · Entity 3505 | GrantUnits · Derivative | 15,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-014058 · form4.xml · derivative · entry 2 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,322 Underlying: Common Stock · 15,737 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2025 Equity and Incentive Compensation Plan. F1 · derivative.exercise_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2025 Equity and Incentive Compensation Plan. F1 · derivative.expiration_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2025 Equity and Incentive Compensation Plan. Read SEC document |
| May 09, 2025 Filed May 13, 2025 20:05 UTC | AES CORP AES · Entity 3505 | GrantUnits · Derivative | 8,993 | $11.12 | $100,002.16 |
DisclosureSEC source: 0001127602-25-014058 · form4.xml · derivative · entry 1 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,585 Underlying: Common Stock · 8,993 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2025 Equity and Incentive Compensation Plan. F2 · shares: Represents cash fees that the reporting person elected to defer into stock units. F2 · price: Represents cash fees that the reporting person elected to defer into stock units. F1 · derivative.exercise_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2025 Equity and Incentive Compensation Plan. F1 · derivative.expiration_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2025 Equity and Incentive Compensation Plan. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 20:39 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 21,141.65 | $9.46 | $200,000.01 |
DisclosureSEC source: 0001618921-24-000114 · wk-form4_1730857172.xml · derivative · entry 1 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,132.58 Underlying: Common Stock · 21,141.65 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through October 31, 2024) on outstanding phantom stock units. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 20:09 UTC | AES CORP AES · Entity 3505 | GrantUnits · Derivative | 10,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013546 · form4.xml · derivative · entry 2 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,592 Underlying: Common Stock · 10,216 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. F1 · derivative.exercise_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. F1 · derivative.expiration_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 20:09 UTC | AES CORP AES · Entity 3505 | GrantUnits · Derivative | 5,838 | $17.13 | $100,004.94 |
DisclosureSEC source: 0001127602-24-013546 · form4.xml · derivative · entry 1 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,376 Underlying: Common Stock · 5,838 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. F2 · shares: Represents cash fees that the reporting person elected to defer into stock units. F2 · price: Represents cash fees that the reporting person elected to defer into stock units. F1 · derivative.exercise_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. F1 · derivative.expiration_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. Read SEC document |
| April 11, 2024 Filed Apr 15, 2024 17:45 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | PurchaseCommon Stock | 3,000 | $18.05 | $54,150.00 |
DisclosureSEC source: 0001618921-24-000042 · wk-form4_1713217516.xml · nonDerivative · entry 1 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 22:06 UTC | AES CORP AES · Entity 3505 | GrantUnits · Derivative | 4,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001837 · form4.xml · derivative · entry 2 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,538 Underlying: Common Stock · 4,997 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. F1 · derivative.exercise_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. F1 · derivative.expiration_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 22:06 UTC | AES CORP AES · Entity 3505 | GrantUnits · Derivative | 1,541 | $17.38 | $26,782.58 |
DisclosureSEC source: 0001127602-24-001837 · form4.xml · derivative · entry 1 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,541 Underlying: Common Stock · 1,541 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. F2 · shares: Represents annual retainer cash fees that the reporting person elected to defer into stock units. F2 · price: Represents annual retainer cash fees that the reporting person elected to defer into stock units. F1 · derivative.exercise_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. F1 · derivative.expiration_date: Each stock unit is the economic equivalent of one share of AES Common Stock. These units will be settled for shares of AES Common Stock after the date the reporting person terminates service on the Board in accordance with the Director's election form under The AES Corporation 2003 Long Term Compensation Plan. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 18:57 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 9,694.62 | $20.63 | $200,000.01 |
DisclosureSEC source: 0001618921-23-000082 · wk-form4_1699052266.xml · derivative · entry 1 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,184.09 Underlying: Common Stock · 9,694.62 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through October 31, 2023) on outstanding phantom stock units. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 19:40 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 459.643 | $36.26 | $16,666.66 |
DisclosureSEC source: 0001618921-22-000082 · wf-form4_166751880020779.xml · derivative · entry 1 Bhandari Inderpal S · CIK 0001945907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459.64 Underlying: Common Stock · 459.643 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the 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.