Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CLOROX CO /DE/CLX · Entity 3474 | EVP - General Counsel | November 03, 2020 | November 05, 2020 |
| FRANKLIN TEMPLETON INCBEN · Entity 462 | Director | January 04, 2021 | January 05, 2021 |
| Mondelez International, Inc.MDLZ · Entity 2953 | EVP, CLA and General Counsel | February 11, 2026 | February 13, 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.
CLOROX CO /DE/
Report date November 03, 2020 · Filed November 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,325 |
Ending reported balance
After 2020-11-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-11-03 · Sale · Disposed 8,570 · Balance 59,755 F1: This transaction was executed in multiple trades at prices ranging from $212.07 to $212.28. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 2 · 2020-11-05 · Sale · Disposed 19,430 · Balance 40,325 F2: This transaction was executed in multiple trades at prices ranging from $215.28 to $215.89. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $212.07 to $212.28. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F2: This transaction was executed in multiple trades at prices ranging from $215.28 to $215.89. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
FRANKLIN TEMPLETON INC
Report date January 04, 2021 · Filed January 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Director's Fees (FRI)SEC Table II · derivative / convertible security · Expires 2047-01-20 | Direct | 40,372.5797 |
Reported balance
After 2021-01-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-01-04 · Grant · Acquired 780.6081 · Balance 40,372.5797 F1: Not applicable. F2: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. The reporting person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Not applicable.
F2: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below.
F3: Represents a hypothetical investment account calculation of deferred Franklin Resources, Inc.'s director's fees, under the 2006 Directors Deferred Compensation Plan, based upon the performance of Franklin Resources, Inc.'s stock (including reinvested dividends) payable in cash in substantially equal quarterly installments over ten years beginning on the earlier of the January 20, April 20, July 20 or October 20 immediately following the director's separation from service from Franklin Resources, Inc. and its subsidiaries and continuing on each January 20, April 20, July 20 and October 20 thereafter, except that if any such date is a Saturday, Sunday or holiday, then the quarterly installment shall be paid on the next business day. The reporting person may transfer the hypothetical investment account amount into an alternative investment account not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter.
Mondelez International, Inc.
Report date February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 95,651 |
Ending reported balance
After 2026-02-11 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-11 · Grant · Acquired 22,247 · Balance 94,105 F1: Shares of common stock received upon vesting of performance share units granted under the Issuer's Amended and Restated 2005 Performance Incentive Plan. Row 2 · 2026-02-11 · Tax withholding · Disposed 9,474 · Balance 84,631 F2: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of performance share units under the Issuer's Amended and Restated 2005 Performance Incentive Plan. Row 3 · 2026-02-11 · Grant · Acquired 11,020 · Balance 95,651 F3: Deferred stock units granted under the Issuer's 2024 Performance Incentive Plan. Deferred stock units vest in three annual installments as follows: 33% on February 11, 2027; 33% on February 11, 2028, and 34% on February 11, 2029. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $61.47 · Expires 2036-02-11 | Direct | 66,150 |
Reported balance
After 2026-02-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-11 · Grant · Acquired 66,150 · Balance 66,150 F4: Options vest in three annual installments as follows: 33% on February 11, 2027; 33% on February 11, 2028, and 34% on February 11, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock received upon vesting of performance share units granted under the Issuer's Amended and Restated 2005 Performance Incentive Plan.
F2: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of performance share units under the Issuer's Amended and Restated 2005 Performance Incentive Plan.
F3: Deferred stock units granted under the Issuer's 2024 Performance Incentive Plan. Deferred stock units vest in three annual installments as follows: 33% on February 11, 2027; 33% on February 11, 2028, and 34% on February 11, 2029.
F4: Options vest in three annual installments as follows: 33% on February 11, 2027; 33% on February 11, 2028, and 34% on February 11, 2029.
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 |
|---|---|---|---|---|---|---|
| September 13, 2016 Filed Sep 15, 2016 20:57 UTC | CLOROX CO /DE/ CLX · Entity 3474 | GrantStock Option (Right to Buy) · Derivative | 30,020 | $0.00 Strike: $123.09 | $0.00 |
DisclosureSEC source: 0001225208-16-039401 · doc4.xml · derivative · entry 1 STEIN LAURA · CIK 0001199099 · EVP - General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,020 Underlying: Common Stock · 30,020 shares Expires 2026-09-13 F1 · kind: Option vests in 4 equal installments - 1/4 on each of the first, second, third and fourth anniversaries of the grant date. F1 · derivative.exercise_date: Option vests in 4 equal installments - 1/4 on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 21:15 UTC | CLOROX CO /DE/ CLX · Entity 3474 | Exercise / conversionStock Option (Right to Buy) · Derivative | 40,950 | $0.00 Strike: $72.11 | $0.00 |
DisclosureSEC source: 0001225208-16-038992 · doc4.xml · derivative · entry 4 STEIN LAURA · CIK 0001199099 · EVP - General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,650 Underlying: Common Stock · 40,950 shares Expires 2022-09-11 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 |
| September 02, 2016 Filed Sep 7, 2016 21:15 UTC | CLOROX CO /DE/ CLX · Entity 3474 | SaleCommon Stock | 38,882 | $131.69 | $5,120,382.24 |
DisclosureSEC source: 0001225208-16-038992 · doc4.xml · nonDerivative · entry 3 STEIN LAURA · CIK 0001199099 · EVP - General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,569 F2 · price: This transaction was executed in multiple trades at prices ranging from $131.45 to $132.13. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · balance_after: Includes 190 shares acquired pursuant to a dividend reinvestment feature of the Company's Stock Incentive Plan. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 21:15 UTC | CLOROX CO /DE/ CLX · Entity 3474 | Exercise / conversionCommon Stock | 40,950 | $72.11 | $2,952,904.50 |
DisclosureSEC source: 0001225208-16-038992 · doc4.xml · nonDerivative · entry 2 STEIN LAURA · CIK 0001199099 · EVP - General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,451 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 |
| August 23, 2016 Filed Sep 7, 2016 21:15 UTC | CLOROX CO /DE/ CLX · Entity 3474 | GiftCommon Stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038992 · doc4.xml · nonDerivative · entry 1 STEIN LAURA · CIK 0001199099 · EVP - General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,501 F1 · kind: Shares transferred as a bona fide gift without any consideration. 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.