Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BALL CorpBALL · Entity 3320 | Director | September 15, 2024 | September 17, 2024 |
| CUMMINS INCCMI · Entity 2961 | Director | May 09, 2023 | May 11, 2023 |
| Custom Truck One Source, Inc.CTOS · Entity 4503 | Director | March 31, 2026 | April 02, 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.
BALL Corp
Report date September 15, 2024 · Filed September 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation Company Stock PlanSEC Table II · derivative / convertible security | Direct | 2,170.3515 |
Reported balance
After 2024-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-09-15 · Exercise / conversion · Acquired 1,080 · Balance 2,170.3515 F1: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan. F2: Lapse of Restricted Stock Units deferred into Ball Corporation's Deferred Compensation Company Stock Plan and may include company match. F3: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. F4: The securities included herein represent only those securities that are required to be disclosed pursuant to Section 16(a) of the Securities Exchange Act of 1934 in connection with the specific transaction(s) reported herein. The reporting person is the beneficial owner of additional shares and/or derivative securities of the issuer that are not disclosed on this Form 4. For additional information regarding the reporting person's ownership of issuer securities, refer to Forms 4 previously filed by the reporting person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,200 |
Reported balance
After 2024-09-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-09-15 · Exercise / conversion · Disposed 900 · Balance 1,200 F5: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. F6: Lapse of restricted stock units granted in conjunction with the Deposit Share Program. F4: The securities included herein represent only those securities that are required to be disclosed pursuant to Section 16(a) of the Securities Exchange Act of 1934 in connection with the specific transaction(s) reported herein. The reporting person is the beneficial owner of additional shares and/or derivative securities of the issuer that are not disclosed on this Form 4. For additional information regarding the reporting person's ownership of issuer securities, refer to Forms 4 previously filed by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan.
F2: Lapse of Restricted Stock Units deferred into Ball Corporation's Deferred Compensation Company Stock Plan and may include company match.
F3: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan.
F4: The securities included herein represent only those securities that are required to be disclosed pursuant to Section 16(a) of the Securities Exchange Act of 1934 in connection with the specific transaction(s) reported herein. The reporting person is the beneficial owner of additional shares and/or derivative securities of the issuer that are not disclosed on this Form 4. For additional information regarding the reporting person's ownership of issuer securities, refer to Forms 4 previously filed by the reporting person.
F5: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock.
F6: Lapse of restricted stock units granted in conjunction with the Deposit Share Program.
CUMMINS INC
Report date May 09, 2023 · Filed May 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 22,634.8422 |
Reported balance
After 2023-05-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-09 · Grant · Acquired 757 · Balance 22,634.8422 F1: Includes 136.2987 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 136.2987 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4.
Custom Truck One Source, Inc.
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 132,663 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Exercise / conversion · Acquired 26,859 · Balance 132,663 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-31 · Exercise / conversion · Disposed 26,859 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2: The restricted stock units vested in full on March 31, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 19,225 |
Reported balance
After 2026-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-01 · Grant · Acquired 19,225 · Balance 19,225 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3: The restricted stock units will vest on March 31, 2027 and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: The restricted stock units vested in full on March 31, 2026.
F3: The restricted stock units will vest on March 31, 2027 and have no expiration date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CH2M HILL COMPANIES LTD
Report date December 15, 2017 · Filed December 18, 2017
Section 16 reporting ended · disclosed 2017-12-18. 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 2017-12-15 transaction · row 1
1 source rowRow 1 · 2017-12-15 · Disposition to issuer · Disposed 15,162.109 · Balance 0 F1: Shares of common stock, par value $0.01 per share, of CH2M ("CH2M Common Stock") disposed of pursuant to the Agreement and Plan of Merger, dated as of August 1, 2017 (the "Merger Agreement"), by and among Jacobs Engineering Group Inc. ("Jacobs"), Basketball Merger Sub Inc. ("Merger Sub") and CH2M HILL Companies, Ltd. ("CH2M"), pursuant to which Merger Sub will merge with and into CH2M (the "Merger") with CH2M surviving the Merger as a wholly-owned direct subsidiary of Jacobs. F2: On December 15, at the effective time of the Merger, each share of CH2M Common Stock was converted into the right to receive, at the election of the holder of such share and subject to proration and adjustment procedures, either (i) mixed consideration consisting of $52.85 in cash, without interest, and 0.6677 shares of common stock, par value $1.00 per share, of Jacobs ("Jacobs Common Stock"), (ii) cash consideration consisting of $88.08 in cash, without interest or (iii) stock consideration consisting of 1.6693 shares of Jacobs Common Stock (the "Merger Consideration"). Direct holders of CH2M Common Stock who do not make a timely election instruction received the mixed consideration described in clause (i) above. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock, par value $0.01 per share, of CH2M ("CH2M Common Stock") disposed of pursuant to the Agreement and Plan of Merger, dated as of August 1, 2017 (the "Merger Agreement"), by and among Jacobs Engineering Group Inc. ("Jacobs"), Basketball Merger Sub Inc. ("Merger Sub") and CH2M HILL Companies, Ltd. ("CH2M"), pursuant to which Merger Sub will merge with and into CH2M (the "Merger") with CH2M surviving the Merger as a wholly-owned direct subsidiary of Jacobs.
F2: On December 15, at the effective time of the Merger, each share of CH2M Common Stock was converted into the right to receive, at the election of the holder of such share and subject to proration and adjustment procedures, either (i) mixed consideration consisting of $52.85 in cash, without interest, and 0.6677 shares of common stock, par value $1.00 per share, of Jacobs ("Jacobs Common Stock"), (ii) cash consideration consisting of $88.08 in cash, without interest or (iii) stock consideration consisting of 1.6693 shares of Jacobs Common Stock (the "Merger Consideration"). Direct holders of CH2M Common Stock who do not make a timely election instruction received the mixed consideration described in clause (i) above.
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 25, 2017 Filed May 30, 2017 18:59 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 1,086 | $156.10 | $169,527.42 |
DisclosureSEC source: 0001225208-17-010508 · doc4.xml · nonDerivative · entry 1 NELSON GEORGIA R · CIK 0001141392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,511.55 Read SEC document |
| May 09, 2017 Filed May 9, 2017 20:17 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 995 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009395 · doc4.xml · nonDerivative · entry 1 NELSON GEORGIA R · CIK 0001141392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,597.55 F1 · balance_after: Includes 475.343315 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 16:49 UTC | BALL Corp BLL · Entity 3320 | GrantRestricted Stock Units · Derivative | 1,929 | $75.17 | $145,002.93 |
DisclosureSEC source: 0001127602-17-015641 · form4.xml · derivative · entry 1 NELSON GEORGIA R · CIK 0001141392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,607 Underlying: Common Stock · 1,929 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation common stock. F2 · kind: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan. F2 · derivative.exercise_date: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan. F2 · derivative.expiration_date: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 14:21 UTC | BALL Corp BLL · Entity 3320 | OtherDeferred Compensation Company Stock Plan · Derivative | 59.7323 | $74.94 | $4,476.34 |
DisclosureSEC source: 0001127602-17-012051 · form4.xml · derivative · entry 1 NELSON GEORGIA R · CIK 0001141392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,493.2393 Underlying: Common Stock · 59.7323 shares Expires not disclosed F1 · derivative.exercise_price: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan. F2 · kind: Dividend reinvestment in Ball Corporation Deferred Compensation Company Stock Plan. F3 · derivative.exercise_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. F3 · derivative.expiration_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:15 UTC | BALL Corp BLL · Entity 3320 | OtherDeferred Compensation Company Stock Plan · Derivative | 329.3421 | $74.33 | $24,480.00 |
DisclosureSEC source: 0001127602-17-005399 · form4.xml · derivative · entry 1 NELSON GEORGIA R · CIK 0001141392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,433.507 Underlying: Common Stock · 329.3421 shares Expires not disclosed F1 · derivative.exercise_price: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan. F2 · kind: Director Annual Incentive Retainer deferral into the Deferred Compensation Company Stock Plan and may include company match. F3 · derivative.exercise_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. F3 · derivative.expiration_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 21:37 UTC | BALL Corp BLL · Entity 3320 | OtherDeferred Compensation Company Stock Plan · Derivative | 275.2294 | $76.30 | $21,000.00 |
DisclosureSEC source: 0001127602-16-070297 · form4.xml · derivative · entry 2 NELSON GEORGIA R · CIK 0001141392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,104.1649 Underlying: Common Stock · 275.2294 shares Expires not disclosed F1 · derivative.exercise_price: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan. F4 · kind: Contribution of quarterly directors' fees and possible company match in Ball Corporation Deferred Compensation Company Stock Plan. F3 · derivative.exercise_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. F3 · derivative.expiration_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 21:37 UTC | BALL Corp BLL · Entity 3320 | OtherDeferred Compensation Company Stock Plan · Derivative | 57.5397 | $76.30 | $4,390.28 |
DisclosureSEC source: 0001127602-16-070297 · form4.xml · derivative · entry 1 NELSON GEORGIA R · CIK 0001141392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,828.9355 Underlying: Common Stock · 57.5397 shares Expires not disclosed F1 · derivative.exercise_price: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan. F2 · kind: Dividend reinvestment in Ball Corporation Deferred Compensation Company Stock Plan. F3 · derivative.exercise_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. F3 · derivative.expiration_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 19:01 UTC | BALL Corp BLL · Entity 3320 | OtherDeferred Compensation Company Stock Plan · Derivative | 55.5324 | $78.30 | $4,348.19 |
DisclosureSEC source: 0001127602-16-062620 · form4.xml · derivative · entry 2 NELSON GEORGIA R · CIK 0001141392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,771.3958 Underlying: Common Stock · 55.5324 shares Expires not disclosed F1 · derivative.exercise_price: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan. F4 · kind: Dividend reinvestment in Ball Corporation Deferred Compensation Company Stock Plan. F3 · derivative.exercise_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. F3 · derivative.expiration_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 19:01 UTC | BALL Corp BLL · Entity 3320 | OtherDeferred Compensation Company Stock Plan · Derivative | 268.1992 | $78.30 | $21,000.00 |
DisclosureSEC source: 0001127602-16-062620 · form4.xml · derivative · entry 1 NELSON GEORGIA R · CIK 0001141392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,715.8634 Underlying: Common Stock · 268.1992 shares Expires not disclosed F1 · derivative.exercise_price: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan. F2 · kind: Contribution of quarterly directors' fees and possible company match in Ball Corporation Deferred Compensation Company Stock Plan. F3 · derivative.exercise_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. F3 · derivative.expiration_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with 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.