Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| General Motors CoGM · Entity 2958 | Director | December 31, 2021 | January 04, 2022 |
| Generate Biomedicines, Inc.GENB · Entity 1553 | Director | February 26, 2026 | March 02, 2026 |
| Lazard, Inc.LAZ · Entity 4031 | Director | February 18, 2025 | February 20, 2025 |
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.
General Motors Co
Report date December 31, 2021 · Filed January 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 44,821 |
Reported balance
After 2021-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-12-31 · Grant · Acquired 5,458 · Balance 44,821 F1: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F2: Deferred Share Units ("DSUs") were awarded pursuant to the General Motors Company Deferred Compensation Plan for Non-Employee Directors (the ("Plan"). Under the Plan, each non-employee director is required to defer one-half of the $305,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. F3: The price of the DSUs is the average closing price of the Company's Common Stock during the previous calendar year. |
Filing footnotes · ownership attribution and instrument terms
F1: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment.
F2: Deferred Share Units ("DSUs") were awarded pursuant to the General Motors Company Deferred Compensation Plan for Non-Employee Directors (the ("Plan"). Under the Plan, each non-employee director is required to defer one-half of the $305,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more.
F3: The price of the DSUs is the average closing price of the Company's Common Stock during the previous calendar year.
Generate Biomedicines, Inc.
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,500 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Purchase · Acquired 1,500 · Balance 1,500 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2036-02-25 | Direct | 29,561 |
Reported balance
After 2026-02-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-26 · Grant · Acquired 29,561 · Balance 29,561 F1: The shares underlying this option shall vest in full on February 19, 2027, subject to the Reporting Person's continued service on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares underlying this option shall vest in full on February 19, 2027, subject to the Reporting Person's continued service on such vesting date.
Lazard, Inc.
Report date February 18, 2025 · Filed February 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 73,896 |
Reported balance
After 2025-02-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-02-18 · Grant · Acquired 642 · Balance 73,896 F1: The reporting person has made an annual election to receive Deferred Stock Units ("DSUs") under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, in lieu of all or a portion of such reporting person's cash compensation payable pursuant to the Non-Executive Director Compensation arrangement. F2: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F3: Amount excludes 1,400 shares of Common Stock directly or indirectly beneficially owned by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person has made an annual election to receive Deferred Stock Units ("DSUs") under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, in lieu of all or a portion of such reporting person's cash compensation payable pursuant to the Non-Executive Director Compensation arrangement.
F2: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc.
F3: Amount excludes 1,400 shares of Common Stock directly or indirectly beneficially owned by the reporting person.
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 |
|---|---|---|---|---|---|---|
| August 15, 2017 Filed Aug 16, 2017 18:45 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 724 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049284 · doc4.xml · derivative · entry 1 Mendillo Jane L · CIK 0001672424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,617 Underlying: Class A Common Stock · 724 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard Ltd's 2008 Incentive Compensation Plan as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Class A Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F2 · derivative.exercise_date: The DSUs will be converted into Class A Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F2 · derivative.expiration_date: The DSUs will be converted into Class A Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F3 · balance_after: Amount excludes 1,400 shares of Class A Common Stock directly or indirectly beneficially owned by the reporting person. Read SEC document |
| June 01, 2017 Filed Jun 1, 2017 19:01 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 3,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-17-000793 · form4.xml · derivative · entry 1 Mendillo Jane L · CIK 0001672424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,893 Underlying: Class A Common Stock · 3,523 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard Ltd's 2008 Incentive Compensation Plan as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F2 · derivative.exercise_date: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F2 · derivative.expiration_date: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F3 · balance_after: Amount excludes 1,400 shares of Class A Common Stock beneficially owned by the reporting person. Read SEC document |
| May 26, 2017 Filed May 26, 2017 17:49 UTC | General Motors Co GM · Entity 2958 | PurchaseCommon Stock | 1,520 | $32.92 | $50,038.40 |
DisclosureSEC source: 0001467858-17-000075 · wf-form4_149583536568271.xml · nonDerivative · entry 1 Mendillo Jane L · CIK 0001672424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,120 Read SEC document |
| May 15, 2017 Filed May 15, 2017 18:17 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 719 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-17-000658 · form4.xml · derivative · entry 1 Mendillo Jane L · CIK 0001672424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,370 Underlying: Class A Common Stock · 719 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard Ltd's 2008 Incentive Compensation Plan as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F2 · derivative.exercise_date: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F2 · derivative.expiration_date: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F3 · balance_after: Amount excludes 1,400 shares of Class A Common Stock beneficially owned by the reporting person. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 18:13 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 734 | $0.00 | $0.00 |
DisclosureSEC source: 0001311370-17-000009 · edgar.xml · derivative · entry 1 Mendillo Jane L · CIK 0001672424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,651 Underlying: Class A Common Stock · 734 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard Ltd's 2008 Incentive Compensation Plan as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F2 · derivative.exercise_date: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F2 · derivative.expiration_date: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F3 · balance_after: Amount excludes 1,400 shares of Class A Common Stock beneficially owned by the reporting person. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 19:17 UTC | General Motors Co GM · Entity 2958 | GrantDeferred Share Units · Derivative | 89 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000014 · wf-form4_148357542000634.xml · derivative · entry 2 Mendillo Jane L · CIK 0001672424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,648 Underlying: Common Stock · 89 shares Expires not disclosed F2 · security: Pursuant to the Plan, dividends on the DSUs are credited in DSUs at the end of year. F2 · derivative.exercise_price: Pursuant to the Plan, dividends on the DSUs are credited in DSUs at the end of year. F2 · price: Pursuant to the Plan, dividends on the DSUs are credited in DSUs at the end of year. F2 · derivative.exercise_date: Pursuant to the Plan, dividends on the DSUs are credited in DSUs at the end of year. F2 · derivative.expiration_date: Pursuant to the Plan, dividends on the DSUs are credited in DSUs at the end of year. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 19:17 UTC | General Motors Co GM · Entity 2958 | GrantDeferred Share Units · Derivative | 4,559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000014 · wf-form4_148357542000634.xml · derivative · entry 1 Mendillo Jane L · CIK 0001672424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,559 Underlying: Common Stock · 4,559 shares Expires not disclosed F1 · security: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is pro-rated for a partial year of service converted to DSUs based on the average closing price of the Common Stock for the period of service, which was $31.99. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment. F1 · derivative.exercise_price: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is pro-rated for a partial year of service converted to DSUs based on the average closing price of the Common Stock for the period of service, which was $31.99. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment. F1 · price: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is pro-rated for a partial year of service converted to DSUs based on the average closing price of the Common Stock for the period of service, which was $31.99. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment. F1 · derivative.exercise_date: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is pro-rated for a partial year of service converted to DSUs based on the average closing price of the Common Stock for the period of service, which was $31.99. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment. F1 · derivative.expiration_date: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is pro-rated for a partial year of service converted to DSUs based on the average closing price of the Common Stock for the period of service, which was $31.99. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 18:42 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0001311370-16-000105 · edgar.xml · derivative · entry 1 Mendillo Jane L · CIK 0001672424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,917 Underlying: Class A Common Stock · 811 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard Ltd's 2008 Incentive Compensation Plan as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F2 · derivative.exercise_date: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F2 · derivative.expiration_date: The DSUs will be converted into Class A Common Stock on a one-for-one basis on or around the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard Ltd. F3 · balance_after: Amount excludes 1,400 shares of Class A Common Stock beneficially owned by the reporting person. 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.