Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 3M COMMM · Entity 1275 | Executive Vice President | February 04, 2020 | February 21, 2020 |
| Adient plcADNT · Entity 4713 | Director | March 10, 2026 | March 12, 2026 |
| BIO-TECHNE CorpTECH · Entity 3479 | Director | October 30, 2025 | November 03, 2025 |
| Phillips 66PSX · Entity 2915 | Director | January 15, 2026 | January 20, 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.
3M CO
Report date February 04, 2020 · Filed February 21, 2020 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,034.1214 |
Reported balance
After 2020-02-04 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2020-02-04 · Tax withholding · Disposed 1,957 · Balance 38,034.1214 F1: The number of shares previously reported as being withheld for the payment of taxes was estimated. This amendment is being filed to update the Form 4 with the actual number of shares withheld. |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares previously reported as being withheld for the payment of taxes was estimated. This amendment is being filed to update the Form 4 with the actual number of shares withheld.
Adient plc
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 59,666 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Grant · Acquired 8,208 · Balance 59,666 F1: Shares delivered as compensation for service as a director under the Adient plc 2021 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered as compensation for service as a director under the Adient plc 2021 Omnibus Incentive Plan.
BIO-TECHNE Corp
Report date October 30, 2025 · Filed November 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,775 |
Reported balance
After 2025-10-30 transaction · row 1
1 source rowRow 1 · 2025-10-30 · Grant · Acquired 1,640 · Balance 8,775 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $60.96 · Expires 2035-10-30 | Direct | 3,777 |
Reported balance
After 2025-10-30 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-10-30 · Grant · Acquired 3,777 · Balance 3,777 F1: The option vests on the earlier of the one year anniversary of the grant date (10/30/2025) or the date of Bio-Techne's 2026 annual meeting of shareholders. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $69.72 · Expires 2030-07-31 | Direct | 1,444 |
Reported balance
Holding disclosure · report date 2025-10-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,444 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $63.92 · Expires 2030-10-29 | Direct | 6,028 |
Reported balance
Holding disclosure · report date 2025-10-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 6,028 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $128.81 · Expires 2031-10-28 | Direct | 2,532 |
Reported balance
Holding disclosure · report date 2025-10-30 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,532 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.94 · Expires 2032-10-27 | Direct | 3,460 |
Reported balance
Holding disclosure · report date 2025-10-30 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 3,460 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $61.51 · Expires 2033-10-26 | Direct | 3,937 |
Reported balance
Holding disclosure · report date 2025-10-30 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 3,937 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $68.37 · Expires 2034-10-24 | Direct | 3,511 |
Reported balance
Holding disclosure · report date 2025-10-30 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,511 |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests on the earlier of the one year anniversary of the grant date (10/30/2025) or the date of Bio-Techne's 2026 annual meeting of shareholders.
Phillips 66
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,841.0142 |
Reported balance
After 2026-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 1,423 · Balance 14,841.0142 F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026. F3: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis.
F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026.
F3: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JOHNSON CONTROLS INC
Report date September 02, 2016 · Filed September 07, 2016
Section 16 reporting ended · disclosed 2016-09-07. 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 2016-09-02 transaction · row 1
1 source rowRow 1 · 2016-09-02 · Disposition to issuer · Disposed 13,909 · Balance 0 F1: Each share of Johnson Controls, Inc. ("Johnson Controls") was converted into 0.8357 ordinary shares of Johnson Controls International plc (formerly Tyco International plc) ("JCI plc") and $5.7293 in cash in connection with the closing of the merger between Johnson Controls and JCI plc (the "merger"). |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Johnson Controls, Inc. ("Johnson Controls") was converted into 0.8357 ordinary shares of Johnson Controls International plc (formerly Tyco International plc) ("JCI plc") and $5.7293 in cash in connection with the closing of the merger between Johnson Controls and JCI plc (the "merger").
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 |
|---|---|---|---|---|---|---|
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 13 | $166.74 | $2,167.62 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 20 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,885 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 100 | $166.73 | $16,673.10 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 19 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,898 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 500 | $166.73 | $83,365.00 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 18 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,998 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 1,146 | $166.72 | $191,061.12 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 17 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,498 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 550 | $166.71 | $91,690.50 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 16 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,644 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 650 | $166.70 | $108,355.00 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 15 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,194 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 99 | $166.69 | $16,502.41 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 14 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,844 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 200 | $166.69 | $33,338.00 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 13 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,943 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 400 | $166.68 | $66,672.00 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 12 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,143 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 50 | $166.67 | $8,333.50 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 11 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,543 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 100 | $166.67 | $16,666.50 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 10 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,593 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 200 | $166.65 | $33,330.00 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 9 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,693 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 700 | $166.63 | $116,637.50 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 8 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,893 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 200 | $166.62 | $33,324.00 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 7 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,593 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 800 | $166.61 | $133,288.00 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 6 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,793 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 400 | $166.60 | $66,640.00 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 5 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,593 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 600 | $166.59 | $99,954.00 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 4 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,993 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 300 | $166.59 | $49,975.50 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 3 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,593 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 200 | $166.58 | $33,315.00 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 2 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,893 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:35 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 200 | $166.53 | $33,306.00 |
DisclosureSEC source: 0001127602-16-066334 · form4.xml · nonDerivative · entry 1 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,093 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:48 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 100 | $167.09 | $16,709.00 |
DisclosureSEC source: 0001127602-16-066337 · form4.xml · nonDerivative · entry 10 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,293 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:48 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 200 | $167.08 | $33,416.00 |
DisclosureSEC source: 0001127602-16-066337 · form4.xml · nonDerivative · entry 9 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,393 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:48 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 100 | $167.06 | $16,706.00 |
DisclosureSEC source: 0001127602-16-066337 · form4.xml · nonDerivative · entry 8 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,593 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:48 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 100 | $167.03 | $16,703.00 |
DisclosureSEC source: 0001127602-16-066337 · form4.xml · nonDerivative · entry 7 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,693 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:48 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 100 | $166.95 | $16,695.00 |
DisclosureSEC source: 0001127602-16-066337 · form4.xml · nonDerivative · entry 6 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,793 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:48 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 50 | $166.92 | $8,346.00 |
DisclosureSEC source: 0001127602-16-066337 · form4.xml · nonDerivative · entry 5 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,893 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:48 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 2 | $166.91 | $333.82 |
DisclosureSEC source: 0001127602-16-066337 · form4.xml · nonDerivative · entry 4 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,943 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:48 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 163 | $166.90 | $27,204.70 |
DisclosureSEC source: 0001127602-16-066337 · form4.xml · nonDerivative · entry 3 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,945 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:48 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 2 | $166.89 | $333.78 |
DisclosureSEC source: 0001127602-16-066337 · form4.xml · nonDerivative · entry 2 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,108 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 16:48 UTC | 3M CO MMM · Entity 1275 | SaleCommon Stock | 412 | $166.87 | $68,750.44 |
DisclosureSEC source: 0001127602-16-066337 · form4.xml · nonDerivative · entry 1 Bushman Julie L · CIK 0001518599 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,110 Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 09:16 UTC | JOHNSON CONTROLS INC JCI · Entity 182555 | Disposition to issuerCommon Stock | 13,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062019 · form4.xml · nonDerivative · entry 1 Bushman Julie L · CIK 0001518599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Each share of Johnson Controls, Inc. ("Johnson Controls") was converted into 0.8357 ordinary shares of Johnson Controls International plc (formerly Tyco International plc) ("JCI plc") and $5.7293 in cash in connection with the closing of the merger between Johnson Controls and JCI plc (the "merger"). 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.