Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEPSICO INCPEP · Entity 2848 | Director | October 01, 2026 | October 05, 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.
PEPSICO INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Direct | 51,286.5553 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-30 · Grant · Acquired 1,887.6818 · Balance 49,694.1987 F1: This number includes the phantom stock units acquired on various dates between October 1, 2025 and September 30, 2026 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $126.72 to $155.29, payable in shares of PepsiCo Common Stock on a one-for-one basis. Row 2 · 2026-10-01 · Grant · Acquired 1,592.3566 · Balance 51,286.5553 F2: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: This number includes the phantom stock units acquired on various dates between October 1, 2025 and September 30, 2026 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $126.72 to $155.29, payable in shares of PepsiCo Common Stock on a one-for-one basis.
F2: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COLGATE PALMOLIVE CO
Report date March 30, 2020 · Filed April 01, 2020
Section 16 reporting ended · disclosed 2020-04-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 842,265 |
Ending reported balance
After 2020-03-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-03-30 · Sale · Disposed 3,973 · Balance 856,042 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Cook as part of his long-term investment strategy for asset diversification and liquidity. F2: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $66.09 to $66.72, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 2 · 2020-03-30 · Sale · Disposed 13,777 · Balance 842,265 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Cook as part of his long-term investment strategy for asset diversification and liquidity. F3: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $65.09 to $66.08, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Common StockSEC Table I · non-derivative | IndirectBy 2018 GRAT | 194,540 |
Reported balance
Holding disclosure · report date 2020-03-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 194,540 |
| Common StockSEC Table I · non-derivative | IndirectBy Issuer's 401(k) Plan Trustee | 127,365 |
Reported balance
Holding disclosure · report date 2020-03-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 127,365 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Cook as part of his long-term investment strategy for asset diversification and liquidity.
F2: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $66.09 to $66.72, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $65.09 to $66.08, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 30, 2016 Filed Oct 4, 2016 22:05 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 594.4828 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-144636 · doc4.xml · nonDerivative · entry 1 COOK IAN M · CIK 0001227246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,115.7098 F1 · shares: This number includes the phantom stock units acquired on various dates between October 1, 2015 and September 30, 2016 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $97.57 to $108.77, payable in shares of PepsiCo Common Stock on a one-for-one basis. F1 · price: This number includes the phantom stock units acquired on various dates between October 1, 2015 and September 30, 2016 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $97.57 to $108.77, payable in shares of PepsiCo Common Stock on a one-for-one basis. Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 21:02 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 659,739 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001123292-16-002708 · edgar.xml · derivative · entry 1 COOK IAN M · CIK 0001227246 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 659,739 Underlying: Common Stock · 659,739 shares Expires 2022-09-08 F1 · kind: Stock option award granted under the issuer's incentive compensation plan. F2 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the September 8, 2016 grant date. 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.