Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Archer-Daniels-Midland CoADM · Entity 3077 | Vice President & CAO | March 03, 2026 | March 04, 2026 |
| Endo International plcENDP · Entity 124463 | SVP, Controller & CAO | August 10, 2019 | August 13, 2019 |
| ZIMMER BIOMET HOLDINGS, INC.ZBH · Entity 3278 | VP, Controller & CAO | October 01, 2021 | October 04, 2021 |
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.
Archer-Daniels-Midland Co
Report date March 03, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,535 |
Reported balance
After 2026-03-03 transaction · row 1
1 source rowRow 1 · 2026-03-03 · Tax withholding · Disposed 5,367 · Balance 34,535 F1: Reflects shares withheld by ADM to satisfy withholding tax obligations upon vesting of a portion of the Restricted Stock Unit awards granted to Ms. Nichol upon joining ADM on March 3, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares withheld by ADM to satisfy withholding tax obligations upon vesting of a portion of the Restricted Stock Unit awards granted to Ms. Nichol upon joining ADM on March 3, 2025.
Endo International plc
Report date August 10, 2019 · Filed August 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 14,096 |
Reported balance
After 2019-08-10 transaction · row 1
1 source rowRow 1 · 2019-08-10 · Tax withholding · Disposed 484 · Balance 14,096 F1: Thirty-three and one-third percent (33 1/3%) of Ms. Nichol's August 10, 2017 grant of restricted stock units (RSUs) vested on August 10, 2019. F2: These shares represent stock withheld by Endo International plc to satisfy Ms. Nichol's tax withholding obligations on shares acquired upon vesting of RSUs. F3: Represents the vesting price which is the average of the high and low share price on August 9, 2019, the last trading day prior to vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Thirty-three and one-third percent (33 1/3%) of Ms. Nichol's August 10, 2017 grant of restricted stock units (RSUs) vested on August 10, 2019.
F2: These shares represent stock withheld by Endo International plc to satisfy Ms. Nichol's tax withholding obligations on shares acquired upon vesting of RSUs.
F3: Represents the vesting price which is the average of the high and low share price on August 9, 2019, the last trading day prior to vesting.
ZIMMER BIOMET HOLDINGS, INC.
Report date October 01, 2021 · Filed October 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 390 |
Reported balance
After 2021-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-10-01 · Exercise / conversion · Acquired 164 · Balance 390 F1: Includes 114 shares acquired under the Zimmer Biomet Holdings, Inc. (the "Company") Employee Stock Purchase Plan between December 31, 2020 and June 30, 2021. |
| Common StockSEC Table I · non-derivative | Direct | 338 |
Reported balance
After 2021-10-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-10-01 · Tax withholding · Disposed 52 · Balance 338 F2: Represents shares withheld by the Company to satisfy tax withholding obligations on the vesting of restricted stock units ("RSUs"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 327 |
Reported balance
After 2021-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-10-01 · Exercise / conversion · Disposed 164 · Balance 327 F3: Each RSU represents a contingent right to receive one share of the Company's common stock. F4: 164 RSUs vested on each of October 1, 2020 and October 1, 2021. Half of the remaining 327 RSUs vest on each of October 1, 2022 and October 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 114 shares acquired under the Zimmer Biomet Holdings, Inc. (the "Company") Employee Stock Purchase Plan between December 31, 2020 and June 30, 2021.
F2: Represents shares withheld by the Company to satisfy tax withholding obligations on the vesting of restricted stock units ("RSUs").
F3: Each RSU represents a contingent right to receive one share of the Company's common stock.
F4: 164 RSUs vested on each of October 1, 2020 and October 1, 2021. Half of the remaining 327 RSUs vest on each of October 1, 2022 and October 1, 2023.
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 03, 2026 Filed Mar 4, 2026 22:17 UTC | Archer-Daniels-Midland Co ADM · Entity 3077 | Tax withholdingCommon Stock | 5,367 | $69.61 | $373,596.87 |
DisclosureSEC source: 0001225208-26-003140 · doc4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · Vice President & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,535 F1 · shares: Reflects shares withheld by ADM to satisfy withholding tax obligations upon vesting of a portion of the Restricted Stock Unit awards granted to Ms. Nichol upon joining ADM on March 3, 2025. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:57 UTC | Archer-Daniels-Midland Co ADM · Entity 3077 | GrantCommon Stock | 7,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001982 · doc4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · Vice President & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,902 Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:16 UTC | Archer-Daniels-Midland Co ADM · Entity 3077 | GrantCommon Stock | 32,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002837 · doc4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · Vice President & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,333 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:03 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionRestricted Stock Units · Derivative | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-009219 · form4.xml · derivative · entry 3 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327 Underlying: Common Stock · 164 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Company's common stock. F4 · derivative.exercise_date: 164 RSUs vested on each of October 1, 2020 and October 1, 2021. Half of the remaining 327 RSUs vest on each of October 1, 2022 and October 1, 2023. F4 · derivative.expiration_date: 164 RSUs vested on each of October 1, 2020 and October 1, 2021. Half of the remaining 327 RSUs vest on each of October 1, 2022 and October 1, 2023. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:03 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Tax withholdingCommon Stock | 52 | $148.57 | $7,725.64 |
DisclosureSEC source: 0001062993-21-009219 · form4.xml · nonDerivative · entry 2 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations on the vesting of restricted stock units ("RSUs"). Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:03 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-009219 · form4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390 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 · balance_after: Includes 114 shares acquired under the Zimmer Biomet Holdings, Inc. (the "Company") Employee Stock Purchase Plan between December 31, 2020 and June 30, 2021. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:54 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantEmployee Stock Option (right to buy) · Derivative | 5,088 | $0.00 Strike: $163.79 | $0.00 |
DisclosureSEC source: 0001062993-21-002092 · form4.xml · derivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,088 Underlying: Common Stock · 5,088 shares Expires 2031-02-25 F1 · derivative.exercise_date: Vests annually over four years in increments of 25% each year, commencing on February 25, 2022. Read SEC document |
| October 01, 2020 Filed Oct 22, 2020 21:26 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionRestricted Stock Units · Derivative | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-20-005120 · form4.xml · derivative · entry 3 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491 Underlying: Common Stock · 164 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Company's common stock. F3 · derivative.exercise_date: 164 RSUs vested on October 1, 2020. The remaining 491 RSUs vest annually in thirds on each of October 1, 2021, October 1, 2022 and October 1, 2023. F3 · derivative.expiration_date: 164 RSUs vested on October 1, 2020. The remaining 491 RSUs vest annually in thirds on each of October 1, 2021, October 1, 2022 and October 1, 2023. Read SEC document |
| October 01, 2020 Filed Oct 22, 2020 21:26 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Tax withholdingCommon Stock | 52 | $137.40 | $7,144.80 |
DisclosureSEC source: 0001062993-20-005120 · form4.xml · nonDerivative · entry 2 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112 F1 · shares: Represents shares withheld by Zimmer Biomet Holdings, Inc. (the "Company") to satisfy tax withholding obligations on the vesting of restricted stock units ("RSUs"). Read SEC document |
| October 01, 2020 Filed Oct 22, 2020 21:26 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-20-005120 · form4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164 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. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:33 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantEmployee Stock Option (right to buy) · Derivative | 6,735 | $0.00 Strike: $157.54 | $0.00 |
DisclosureSEC source: 0000911916-20-000035 · edgar.xml · derivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,735 Underlying: Common Stock · 6,735 shares Expires 2030-02-21 F1 · derivative.exercise_date: Vests annually over four years in increments of 25% each year, commencing on February 21, 2021. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:39 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 655 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-19-000182 · edgar.xml · derivative · entry 2 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655 Underlying: Common Stock · 655 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zimmer Biomet Holdings, Inc. common stock. F1 · derivative.exercise_date: Vests annually over four years in increments of 25% each year, commencing on October 1, 2020. F1 · derivative.expiration_date: Vests annually over four years in increments of 25% each year, commencing on October 1, 2020. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:39 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantEmployee Stock Option (right to buy) · Derivative | 2,840 | $0.00 Strike: $136.02 | $0.00 |
DisclosureSEC source: 0000911916-19-000182 · edgar.xml · derivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,840 Underlying: Common Stock · 2,840 shares Expires 2029-10-01 F1 · derivative.exercise_date: Vests annually over four years in increments of 25% each year, commencing on October 1, 2020. Read SEC document |
| August 10, 2019 Filed Aug 13, 2019 17:52 UTC | Endo International plc ENDP · Entity 124463 | Tax withholdingOrdinary Shares | 484 | $2.49 | $1,205.16 |
DisclosureSEC source: 0001593034-19-000038 · wf-form4_156573314305920.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · SVP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,096 F1 · date: Thirty-three and one-third percent (33 1/3%) of Ms. Nichol's August 10, 2017 grant of restricted stock units (RSUs) vested on August 10, 2019. F2 · shares: These shares represent stock withheld by Endo International plc to satisfy Ms. Nichol's tax withholding obligations on shares acquired upon vesting of RSUs. F3 · price: Represents the vesting price which is the average of the high and low share price on August 9, 2019, the last trading day prior to vesting. Read SEC document |
| May 26, 2019 Filed May 29, 2019 16:01 UTC | Endo International plc ENDP · Entity 124463 | Tax withholdingOrdinary Shares | 237 | $6.02 | $1,426.74 |
DisclosureSEC source: 0001209191-19-033173 · doc4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · SVP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,879 F1 · date: Thirty-three and one-third percent (33 1/3%) of Ms. Nichol's May 26, 2016 grant of restricted stock units (RSUs) vested on May 26, 2019. F2 · shares: These shares represent stock withheld by Endo International plc to satisfy Ms. Nichol's tax withholding obligations on shares acquired upon vesting of RSUs. F3 · price: Represents the vesting price which is the average of the high and low share price on May 24, 2019, the last trading day prior to vesting. Read SEC document |
| April 02, 2019 Filed Apr 4, 2019 16:35 UTC | Endo International plc ENDP · Entity 124463 | Tax withholdingOrdinary Shares | 2,235 | $8.10 | $18,103.50 |
DisclosureSEC source: 0001209191-19-023658 · doc4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · SVP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,283 F1 · date: Thirty-three and one-third percent (33 1/3%) of Ms. Nichol's April 2, 2018 grant of long-term cash incentive awards (LTCIs) vested on April 2, 2019. F2 · shares: These shares represent stock withheld by Endo International plc to satisfy Ms. Nichol's tax withholding obligations on shares acquired upon vesting of LTCIs. F3 · price: Represents the vesting price which is the average of the high and low share price on April 2, 2019. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 16:13 UTC | Endo International plc ENDP · Entity 124463 | Grant2015 Stock Incentive Plan Restricted Stock Units (RSU) | 30,261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-022394 · doc4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · SVP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,969 F1 · security: Upon each vesting date, each vested restricted stock unit automatically converts into one (1) ordinary share of Endo International plc. One-third (1/3) of these restricted stock units (RSUs) generally vest, thus expire, on each of March 29, 2020, March 29, 2021 and March 29, 2022. F2 · price: These RSUs were granted to Ms. Nichol in consideration of her services as SVP, Controller and Chief Accounting Officer of Endo International plc. Read SEC document |
| February 23, 2019 Filed Feb 26, 2019 17:34 UTC | Endo International plc ENDP · Entity 124463 | Tax withholdingOrdinary Shares | 75 | $10.51 | $788.25 |
DisclosureSEC source: 0001209191-19-013661 · doc4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,740 F1 · date: Twenty-five percent (25%) of Ms. Nichol's February 23, 2016 grant of restricted stock units (RSUs) vested on February 23, 2019. F2 · shares: These shares represent stock withheld by Endo International plc to satisfy Ms. Nichol's tax withholding obligations on shares acquired upon vesting of RSUs. F3 · price: Represents the vesting price which is the average of the high and low share price on February 22, 2019, the last trading day prior to vesting. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 16:48 UTC | Endo International plc ENDP · Entity 124463 | Tax withholdingOrdinary Shares | 760 | $10.38 | $7,888.80 |
DisclosureSEC source: 0001209191-19-013014 · doc4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,592 F1 · date: Thirty-three and one-third percent (33 1/3%) of Ms. Nichol's February 21, 2017 grant of restricted stock units (RSUs) vested on February 21, 2019. F2 · shares: These shares represent stock withheld by Endo International plc to satisfy Ms. Nichol's tax withholding obligations on shares acquired upon vesting of RSUs. F3 · price: Represents the vesting price which is the average of the high and low share price on February 21, 2019. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 16:11 UTC | Endo International plc ENDP · Entity 124463 | Tax withholdingOrdinary Shares | 484 | $15.82 | $7,656.88 |
DisclosureSEC source: 0001209191-18-046594 · doc4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,101 F1 · date: Thirty-three and one-third percent (33 1/3%) of Ms. Nichol's August 10, 2017 grant of restricted stock units (RSUs) vested on August 10, 2018. F2 · shares: These shares represent stock withheld by Endo International plc to satisfy Ms. Nichol's tax withholding obligations on shares acquired upon vesting of RSUs. F3 · price: Represents the vesting price which is the average of the high and low share price on August 10, 2018. Read SEC document |
| May 26, 2018 Filed May 29, 2018 12:32 UTC | Endo International plc ENDP · Entity 124463 | Tax withholdingOrdinary Shares | 237 | $6.27 | $1,485.99 |
DisclosureSEC source: 0001209191-18-033708 · doc4.xml · nonDerivative · entry 1 Nichol Carrie Ann · CIK 0001735952 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,883 F1 · date: Thirty-three and a third percent (33 1/3%) of Ms. Nichol's May 26, 2016 grant of restricted stock units (RSUs) vested on May 26, 2018. F2 · shares: These shares represent stock withheld by Endo International plc to satisfy Ms. Nichol's tax withholding obligations on shares acquired upon vesting of RSUs. F3 · price: Represents the vesting price which is the average of the high and low share price on May 25, 2018, the last trading day prior to vesting. 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.