Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BUNGELTDBG · Entity 109962 | Director | March 02, 2023 | March 06, 2023 |
| Cencora, Inc.COR · Entity 2994 | Director | March 11, 2024 | March 13, 2024 |
| X-Energy, Inc.XE · Entity 3873 | Director | April 27, 2026 | April 29, 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.
BUNGELTD
Report date March 02, 2023 · Filed March 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,455 |
Reported balance
After 2023-03-02 transaction · row 1
1 source rowRow 1 · 2023-03-02 · Grant · Acquired 18 · Balance 36,455 F1: Represents restricted stock units acquired on March 2, 2023 pursuant to a dividend feature under the registrant's equity incentive plans. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units acquired on March 2, 2023 pursuant to a dividend feature under the registrant's equity incentive plans.
Cencora, Inc.
Report date March 11, 2024 · Filed March 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,406 |
Ending reported balance
After 2024-03-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-11 · Exercise / conversion · Acquired 1,593 · Balance 23,563 F1: Reflects the vesting of 2021 annual grant of restricted stock units described in Table II. Row 2 · 2024-03-12 · Grant · Acquired 843 · Balance 24,406 F2: Annual grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-03-11 · Exercise / conversion · Disposed 1,593 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of common stock of Cencora, Inc. F4: 2021 annual grant of restricted stock units received for no consideration and vested 100% on March 11, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of 2021 annual grant of restricted stock units described in Table II.
F2: Annual grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of grant.
F3: Each restricted stock unit represents a contingent right to receive one share of common stock of Cencora, Inc.
F4: 2021 annual grant of restricted stock units received for no consideration and vested 100% on March 11, 2024.
X-Energy, Inc.
Report date April 27, 2026 · Filed April 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 127,640 |
Reported balance
After 2026-04-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-27 · Purchase · Acquired 10,000 · Balance 127,640 F1: Shares acquired pursuant to a Directed Share Program in connection with the initial public offering of X-Energy, Inc. |
| Class A Common StockSEC Table I · non-derivative | Direct | 134,162 |
Reported balance
After 2026-04-28 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-04-28 · Grant · Acquired 6,522 · Balance 134,162 F2: Each restricted stock unit ("RSU") represents the right to receive one share of Class A common stock. The RSUs will vest on the earlier to occur of (x) April 27, 2027 and (y) the date of the 2027 Annual Meeting, subject to continued service. F3: Includes 29,410 shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to a Directed Share Program in connection with the initial public offering of X-Energy, Inc.
F2: Each restricted stock unit ("RSU") represents the right to receive one share of Class A common stock. The RSUs will vest on the earlier to occur of (x) April 27, 2027 and (y) the date of the 2027 Annual Meeting, subject to continued service.
F3: Includes 29,410 shares of restricted stock.
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 04, 2019 Filed Mar 7, 2019 14:14 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 26 | $52.85 | $1,374.10 |
DisclosureSEC source: 0001562180-19-001793 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,480 F1 · shares: Represents restricted stock units acquired on March 4, 2019 pursuant to a dividend reinvestment feature under the registrant's equity incentive plans. Read SEC document |
| March 03, 2019 Filed Mar 4, 2019 22:16 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 1,417 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-19-009598 · form4.xml · derivative · entry 2 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,417 shares Expires 2026-03-03 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_price: Each restricted stock unit represents a right to receive one share of AmerisourceBergen common stock F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| March 03, 2019 Filed Mar 4, 2019 22:16 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 1,417 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-009598 · form4.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,032 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 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 21:12 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 2,101 | $83.30 Strike: $0.00 | $175,013.30 |
DisclosureSEC source: 0001127602-19-009190 · form4.xml · derivative · entry 2 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,202 Underlying: Common Stock · 2,101 shares Expires not disclosed F1 · derivative.exercise_price: Grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Grant of restricted stock units that vest 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Grant of restricted stock units that vest 100% on the third anniversary of the date of grant Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 16:36 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000378 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,454 F1 · shares: Represents an award of restricted stock units ("RSUs") in connection with the reporting person's appointment as non-executive Chair of the Board. One RSU is convertible into one share of Bunge Ltd. common stock. RSUs will vest in full on May 24, 2019. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 18:21 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 16 | $58.59 | $937.44 |
DisclosureSEC source: 0001562180-18-004831 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,528 F1 · shares: Represents restricted stock units acquired on December 3, 2018 pursuant to a dividend reinvestment feature under the registrant's equity incentive plans. Read SEC document |
| September 05, 2018 Filed Sep 10, 2018 17:23 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 14 | $63.85 | $893.83 |
DisclosureSEC source: 0001562180-18-003875 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,512 F1 · shares: Represents restricted stock units acquired on September 5, 2018 pursuant to a dividend reinvestment feature under the registrant's equity incentive plans. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:23 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 12 | $70.01 | $840.12 |
DisclosureSEC source: 0001562180-18-002901 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,498 F1 · shares: Represents restricted stock units acquired on June 4, 2018 pursuant to a dividend reinvestment feature under the registrant's equity incentive plans. Read SEC document |
| May 24, 2018 Filed May 29, 2018 20:37 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 1,901 | $69.96 | $132,998.71 |
DisclosureSEC source: 0001562180-18-002701 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,486 F1 · shares: Represents an award of restricted stock units ("RSUs"). One RSU is convertible into one share of Bunge Ltd. common stock. RSUs will vest in full on May 24, 2019. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:07 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 1,206 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-18-010337 · form4.xml · derivative · entry 2 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,206 shares Expires not disclosed 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_price: Each restricted stock unit represents a right to receive one share of AmerisourceBergen common stock F1 · price: Each restricted stock unit represents a right to receive one share of AmerisourceBergen common stock F2 · derivative.exercise_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:07 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010337 · form4.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,615 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 · price: Each restricted stock unit represents a right to receive one share of AmerisourceBergen common stock Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 20:14 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 11 | $75.06 | $825.66 |
DisclosureSEC source: 0001562180-18-001474 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,585 F1 · shares: Represents restricted stock units acquired on March 2, 2018 pursuant to a dividend reinvestment feature under the registrant's equity incentive plans. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:05 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 1,340 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010018 · form4.xml · derivative · entry 2 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,340 Underlying: Common Stock · 1,340 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant Read SEC document |
| December 14, 2017 Filed Apr 4, 2017 20:09 UTC | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 3,351 | $76.95 | $257,859.45 |
DisclosureSEC source: 0001127602-17-013870 · form4.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,057 Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 22:36 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 12 | $67.49 | $809.88 |
DisclosureSEC source: 0001562180-17-003755 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,574 F1 · security: Represents restricted stock units acquired on December 4, 2017 pursuant to a dividend reinvestment feature under the registrant's equity incentive plans. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 20:06 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 11 | $75.82 | $833.97 |
DisclosureSEC source: 0001562180-17-002902 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,562 F1 · security: Represents restricted stock units acquired on September 5, 2017 pursuant to a dividend reinvestment feature under the registrant's equity incentive plans. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 21:18 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 12 | $80.30 | $963.60 |
DisclosureSEC source: 0001562180-17-002209 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,551 F1 · security: Represents restricted stock units acquired on June 2, 2017 pursuant to a dividend reinvestment feature under the registrant's equity incentive plans. Read SEC document |
| May 25, 2017 Filed May 30, 2017 21:54 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 1,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002087 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,539 F1 · shares: Represents an award of restricted stock units ("RSUs"). One RSU is convertible into one share of Bunge Ltd. common stock. RSUs will vest in full on May 25, 2018. Read SEC document |
| March 02, 2017 Filed Mar 4, 2017 00:36 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 12 | $80.94 | $971.28 |
DisclosureSEC source: 0001562180-17-001097 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,724 F1 · shares: Represents restricted stock units acquired on March 2, 2017 pursuant to a dividend reinvestment feature under the registrant's equity incentive plans. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 23:23 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 1,360 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010312 · form4.xml · derivative · entry 2 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,360 Underlying: Common Stock · 1,360 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant Read SEC document |
| December 19, 2016 Filed Apr 4, 2017 21:34 UTC Amendment | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 2,648 | $78.40 | $207,603.20 |
DisclosureSEC source: 0001127602-17-014049 · form4a.xml · nonDerivative · entry 2 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,409 Read SEC document |
| December 19, 2016 Filed Apr 4, 2017 20:09 UTC | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 2,648 | $78.40 | $207,603.20 |
DisclosureSEC source: 0001127602-17-013870 · form4.xml · nonDerivative · entry 2 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,760 Read SEC document |
| December 14, 2016 Filed Apr 4, 2017 21:34 UTC Amendment | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 3,351 | $76.95 | $257,859.45 |
DisclosureSEC source: 0001127602-17-014049 · form4a.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,057 Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 22:17 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 14 | $69.12 | $967.68 |
DisclosureSEC source: 0001562180-16-003681 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,712 F1 · shares: Represents restricted stock units acquired on December 2, 2016 pursuant to a dividend reinvestment feature under the registrant's equity incentive plans. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 21:24 UTC | BUNGELTD BG · Entity 109962 | GrantCommon Stock | 16 | $63.37 | $1,013.92 |
DisclosureSEC source: 0001562180-16-003119 · primarydocument.xml · nonDerivative · entry 1 HYLE KATHLEEN W · CIK 0001117310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,698 F1 · shares: Represents restricted stock units acquired on September 2, 2016 pursuant to a dividend reinvestment feature under the registrant's equity incentive plans. 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.