Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELTA AIR LINES, INC.DAL · Entity 3029 | SVP, Controller & CAO | April 22, 2026 | April 24, 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.
DELTA AIR LINES, INC.
Report date April 22, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,728 |
Reported balance
After 2026-04-22 transaction · row 1
1 source rowRow 1 · 2026-04-22 · Grant · Acquired 740 · Balance 18,728 F1: The Personnel & Compensation Committee of Delta's Board of Directors (the "Committee") granted Ms. McConnell 740 shares of restricted common stock under Delta's 2026 long-term incentive program. The shares will vest pursuant to the terms of the award agreement. This grant was approved by the Committee and is exempt from Section 16(b) of the Securities Exchange Act of 1934 under Rule 16b-3(d)(1). |
Filing footnotes · ownership attribution and instrument terms
F1: The Personnel & Compensation Committee of Delta's Board of Directors (the "Committee") granted Ms. McConnell 740 shares of restricted common stock under Delta's 2026 long-term incentive program. The shares will vest pursuant to the terms of the award agreement. This grant was approved by the Committee and is exempt from Section 16(b) of the Securities Exchange Act of 1934 under Rule 16b-3(d)(1).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WestRock Co
Report date July 05, 2024 · Filed July 08, 2024
Section 16 reporting ended · disclosed 2024-07-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-05 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-07-05 · Disposition to issuer · Disposed 26,273.8 · Balance 0 F1: Pursuant to the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement"), at the Merger Effective Time (as defined in the Transaction Agreement), each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-05 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-07-05 · Disposition to issuer · Disposed 9,031.8 · Balance 0 F2: Includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4. F3: Pursuant to the Transaction Agreement, at the Merger Effective Time, each outstanding award of time-based restricted stock units ("RSUs") of the Issuer ("Issuer RSUs") held by the Reporting Person was assumed by Smurfit Westrock and converted into (a) an award of time-based RSUs corresponding to the number of ordinary shares of Smurfit Westrock (rounded down to the nearest whole number of ordinary shares) equal to the number of shares of the Issuer's common stock subject to such Issuer RSUs as of immediately prior to the Merger Effective Time, and (b) an unvested $5 cash award with respect to each such Issuer RSU. Each award in (a) and (b) will be subject to the same terms and conditions (including vesting schedules) as applied to the Issuer RSUs immediately prior to the Merger Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement"), at the Merger Effective Time (as defined in the Transaction Agreement), each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash.
F2: Includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4.
F3: Pursuant to the Transaction Agreement, at the Merger Effective Time, each outstanding award of time-based restricted stock units ("RSUs") of the Issuer ("Issuer RSUs") held by the Reporting Person was assumed by Smurfit Westrock and converted into (a) an award of time-based RSUs corresponding to the number of ordinary shares of Smurfit Westrock (rounded down to the nearest whole number of ordinary shares) equal to the number of shares of the Issuer's common stock subject to such Issuer RSUs as of immediately prior to the Merger Effective Time, and (b) an unvested $5 cash award with respect to each such Issuer RSU. Each award in (a) and (b) will be subject to the same terms and conditions (including vesting schedules) as applied to the Issuer RSUs immediately prior to the Merger Effective Time.
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 22, 2026 Filed Apr 24, 2026 20:30 UTC | DELTA AIR LINES, INC. DAL · Entity 3029 | GrantCommon Stock | 740 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-26-003195 · ownership.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,728 F1 · shares: The Personnel & Compensation Committee of Delta's Board of Directors (the "Committee") granted Ms. McConnell 740 shares of restricted common stock under Delta's 2026 long-term incentive program. The shares will vest pursuant to the terms of the award agreement. This grant was approved by the Committee and is exempt from Section 16(b) of the Securities Exchange Act of 1934 under Rule 16b-3(d)(1). F1 · price: The Personnel & Compensation Committee of Delta's Board of Directors (the "Committee") granted Ms. McConnell 740 shares of restricted common stock under Delta's 2026 long-term incentive program. The shares will vest pursuant to the terms of the award agreement. This grant was approved by the Committee and is exempt from Section 16(b) of the Securities Exchange Act of 1934 under Rule 16b-3(d)(1). Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 21:02 UTC | WestRock Co WRK · Entity 89113 | Disposition to issuerCommon Stock | 9,031.8 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-013545 · form4.xml · nonDerivative · entry 2 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4. F3 · price: Pursuant to the Transaction Agreement, at the Merger Effective Time, each outstanding award of time-based restricted stock units ("RSUs") of the Issuer ("Issuer RSUs") held by the Reporting Person was assumed by Smurfit Westrock and converted into (a) an award of time-based RSUs corresponding to the number of ordinary shares of Smurfit Westrock (rounded down to the nearest whole number of ordinary shares) equal to the number of shares of the Issuer's common stock subject to such Issuer RSUs as of immediately prior to the Merger Effective Time, and (b) an unvested $5 cash award with respect to each such Issuer RSU. Each award in (a) and (b) will be subject to the same terms and conditions (including vesting schedules) as applied to the Issuer RSUs immediately prior to the Merger Effective Time. Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 21:02 UTC | WestRock Co WRK · Entity 89113 | Disposition to issuerCommon Stock | 26,273.8 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-013545 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement"), at the Merger Effective Time (as defined in the Transaction Agreement), each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 21:07 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 604 | $43.71 | $26,400.84 |
DisclosureSEC source: 0001062993-24-003869 · form4.xml · nonDerivative · entry 2 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,197 F2 · shares: Reflects shares withheld upon vesting of certain performance-based awards. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 21:07 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 2,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-003869 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,801 F1 · shares: Reflects settlement of certain performance-based awards granted under the Issuer's 2021 long-term incentive program with respect to relative total shareholder return, which were earned upon certification by the Compensation Committee on February 19, 2024. Read SEC document |
| February 07, 2024 Filed Feb 8, 2024 21:08 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 254 | $39.92 | $10,139.68 |
DisclosureSEC source: 0001062993-24-002543 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,794 F1 · shares: Reflects shares withheld upon vesting of certain outstanding equity awards. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:03 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 2,257 | $38.66 | $87,255.62 |
DisclosureSEC source: 0001062993-24-002312 · form4.xml · nonDerivative · entry 2 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,048 F2 · shares: Reflects shares withheld upon vesting of certain outstanding equity awards. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:03 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 3,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002312 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,305 F1 · shares: On February 5, 2024, the reporting person was granted 3,005 time-based restricted stock units, which are scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:08 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 394 | $38.83 | $15,299.02 |
DisclosureSEC source: 0001062993-24-002070 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,300 F1 · shares: Reflects shares withheld upon vesting of outstanding equity awards. Read SEC document |
| January 25, 2024 Filed Jan 26, 2024 21:21 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 4,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001399 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,694 F1 · shares: Reflects satisfaction of certain performance criteria associated with a performance stock unit award granted in 2021, as well as dividend equivalents earned thereon that are exempt from Section 16. F2 · balance_after: Includes additional dividend equivalents exempt from Section 16 that were credited on outstanding awards since the Reporting Person's most recent Form 4. Read SEC document |
| October 27, 2023 Filed Oct 30, 2023 21:53 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 849 | $35.20 | $29,884.80 |
DisclosureSEC source: 0001062993-23-019862 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP, Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,948 F1 · shares: Reflects shares withheld upon vesting of outstanding equity awards. F2 · balance_after: Includes dividend equivalents exempt from Section 16 that were credited since the filing of the Reporting Person's most recent Form 4. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 13:49 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 1,896 | $27.52 | $52,177.92 |
DisclosureSEC source: 0001062993-23-012849 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP, Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,640 F1 · shares: Reflects shares withheld upon vesting of outstanding equity awards. F2 · balance_after: Includes dividend equivalents exempt from Section 16 that were credited since the filing of the Reporting Person's most recent Form 4. Read SEC document |
| February 07, 2023 Filed Feb 8, 2023 21:34 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 245 | $33.43 | $8,190.35 |
DisclosureSEC source: 0001062993-23-002457 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,178 F1 · shares: Reflects shares withheld upon vesting of an outstanding equity award. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:38 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 1,746 | $34.89 | $60,917.94 |
DisclosureSEC source: 0001062993-23-002364 · form4.xml · nonDerivative · entry 2 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,423 F2 · shares: Reflects shares withheld upon vesting of certain outstanding equity awards. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:38 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 3,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002364 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,169 F1 · shares: On February 3, 2023, the reporting person was granted 3,225 time-based restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 21:49 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 5,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001587 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,944 F1 · shares: Reflects satisfaction of certain performance criteria associated with a performance stock unit award granted in 2020, as well as dividend equivalents earned thereon that are exempt from Section 16. F2 · balance_after: Includes additional dividend equivalents exempt from Section 16 that were credited on outstanding awards since the Reporting Person's most recent Form 4. Read SEC document |
| October 27, 2022 Filed Oct 31, 2022 21:06 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 820 | $33.70 | $27,634.00 |
DisclosureSEC source: 0001062993-22-021285 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP, Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,439 F1 · shares: Shares withheld for payment of tax liability upon vesting of the first tranche of an award of restricted stock units granted on October 27, 2021. F2 · balance_after: Includes dividend equivalents and reinvestments exempt from Section 16 that were credited since the filing of the Reporting Person's most recent Form 4. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 12:39 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 1,306 | $48.14 | $62,870.84 |
DisclosureSEC source: 0001062993-22-014248 · form4.xml · nonDerivative · entry 2 McConnell Julia Ann · CIK 0001813444 · SVP, Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,140 Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 12:39 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 172 | $48.14 | $8,280.08 |
DisclosureSEC source: 0001062993-22-014248 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP, Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,446 F1 · shares: Refers to dividend shares released in connection with vesting of previously reported equity award. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 22:52 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 2,385 | $45.43 | $108,350.55 |
DisclosureSEC source: 0001062993-22-003369 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP, Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,274 F1 · shares: Relates to a grant of restricted stock that vests 33% on each of the first, second and third anniversaries of the grant date. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 16:26 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 1,275 | $59.45 | $75,798.75 |
DisclosureSEC source: 0000950157-21-000589 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,407 F1 · balance_after: Amount includes 82 shares received in the form of dividends. Read SEC document |
| February 05, 2021 Filed Feb 10, 2021 02:01 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 2,410 | $43.08 | $103,822.80 |
DisclosureSEC source: 0000950157-21-000144 · form4.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,600 F1 · shares: Relates to a grant of stock that, pursuant to its terms, is scheduled to vest on February 5, 2024. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 17:05 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 1,690 | $28.58 | $48,300.20 |
DisclosureSEC source: 0001732845-20-000122 · edgar.xml · nonDerivative · entry 2 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,190 F2 · shares: Award vesting on 06/01/2023. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 17:05 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 12,500 | $28.58 | $357,250.00 |
DisclosureSEC source: 0001732845-20-000122 · edgar.xml · nonDerivative · entry 1 McConnell Julia Ann · CIK 0001813444 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 F1 · shares: Award vesting one-third on 06/01/2021, one-third on 06/01/2022 and one-third on 06/01/2023. 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.