Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARDINAL HEALTH INCCAH · Entity 3014 | Director | October 18, 2022 | October 19, 2022 |
| MATTEL INC /DE/MAT · Entity 1046 | Director | May 19, 2017 | May 23, 2017 |
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.
CARDINAL HEALTH INC
Report date October 18, 2022 · Filed October 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 6,659 |
Reported balance
After 2022-10-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-10-18 · Grant · Acquired 406 · Balance 6,659 F1: Acquisition of shares of phantom stock under the Cardinal Health Deferred Compensation Plan that become payable in cash after the reporting person's termination of service as a director. Share amounts reported reflect the notional number of shares attributable to the reporting person's account under a unitized stock fund. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of shares of phantom stock under the Cardinal Health Deferred Compensation Plan that become payable in cash after the reporting person's termination of service as a director. Share amounts reported reflect the notional number of shares attributable to the reporting person's account under a unitized stock fund.
MATTEL INC /DE/
Report date May 19, 2017 · Filed May 23, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,321 |
Reported balance
After 2017-05-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-05-19 · Grant · Acquired 6,321 · Balance 6,321 F1: The Restricted Stock Units ("RSUs") were granted on May 19, 2017, pursuant to the Mattel, Inc. Amended and Restated 2010 Equity and Long-Term Compensation Plan. Each RSU represents a contingent right to receive one share of Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of such share on the settlement date). The RSUs are accompanied by dividend equivalent rights. F2: The RSUs are fully vested on the grant date. Vested RSUs generally will be settled on the third anniversary of the grant date. On the settlement date, for each vested RSU, the Reporting Person will receive one share of Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of one share of Common Stock on the settlement date). |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 30,253 |
Reported balance
After 2017-05-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-05-19 · Grant · Acquired 5,192 · Balance 30,253 F3: Distributions from the Reporting Person's phantom stock account will be in the form of shares of Mattel, Inc. Common Stock equal in value to the value of the phantom stock account. F4: The phantom stock units will be settled in shares of Mattel, Inc. Common Stock following the Reporting Person's separation from service with Mattel, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units ("RSUs") were granted on May 19, 2017, pursuant to the Mattel, Inc. Amended and Restated 2010 Equity and Long-Term Compensation Plan. Each RSU represents a contingent right to receive one share of Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of such share on the settlement date). The RSUs are accompanied by dividend equivalent rights.
F2: The RSUs are fully vested on the grant date. Vested RSUs generally will be settled on the third anniversary of the grant date. On the settlement date, for each vested RSU, the Reporting Person will receive one share of Common Stock (or, at the election of Mattel, Inc., a cash amount equal to the fair market value of one share of Common Stock on the settlement date).
F3: Distributions from the Reporting Person's phantom stock account will be in the form of shares of Mattel, Inc. Common Stock equal in value to the value of the phantom stock account.
F4: The phantom stock units will be settled in shares of Mattel, Inc. Common Stock following the Reporting Person's separation from service with Mattel, Inc.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Avery Dennison Corp
Report date April 25, 2019 · Filed April 27, 2019
Section 16 reporting ended · disclosed 2019-04-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,519 |
Reported balance
After 2019-04-25 transaction · row 1
1 source rowRow 1 · 2019-04-25 · Exercise / conversion · Acquired 1,336 · Balance 2,519 F1: Accelerated vesting on last day of Reporting Person's term as Chairman of Issuer's board of directors. |
| 2018 Director RSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2019-05-01 | Direct | 0 |
Reported balance
After 2019-04-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-04-25 · Exercise / conversion · Disposed 1,336 · Balance 0 F1: Accelerated vesting on last day of Reporting Person's term as Chairman of Issuer's board of directors. |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 20 |
Reported balance
Holding disclosure · report date 2019-04-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20 |
| Common StockSEC Table I · non-derivative | IndirectOwned By Spouse | 148 |
Reported balance
Holding disclosure · report date 2019-04-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 148 |
| Common Stock (Savings Plan)SEC Table I · non-derivative | IndirectSavings Plan | 44,789.3447 |
Reported balance
Holding disclosure · report date 2019-04-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 44,789.3447 |
| Common Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 1988-08-08 | IndirectCap Trust | 2,743.2718 |
Reported balance
Holding disclosure · report date 2019-04-25 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,743.2718 |
Filing footnotes · ownership attribution and instrument terms
F1: Accelerated vesting on last day of Reporting Person's term as Chairman of Issuer's board of directors.
GRAPHIC PACKAGING HOLDING CO
Report date August 06, 2025 · Filed August 14, 2025
Section 16 reporting ended · disclosed 2025-08-14. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| December 14, 2016 Filed Dec 15, 2016 21:00 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 3,577 | $41.57 | $148,678.01 |
DisclosureSEC source: 0001127602-16-070114 · form4.xml · nonDerivative · entry 3 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,643 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:00 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2010 Employee Stock Option · Derivative | 25,000 | $0.00 Strike: $41.57 | $0.00 |
DisclosureSEC source: 0001127602-16-070114 · form4.xml · derivative · entry 8 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,266 Underlying: Common Stock · 25,000 shares Expires 2020-12-13 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. F2 · derivative.exercise_date: Option is exercisable in cumulative installments of 25% on the first, second, third and fourth anniversary of the date of grant. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:00 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 25,000 | $73.00 | $1,825,000.00 |
DisclosureSEC source: 0001127602-16-070114 · form4.xml · nonDerivative · entry 2 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,066 F1 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:00 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 25,000 | $41.57 | $1,039,125.00 |
DisclosureSEC source: 0001127602-16-070114 · form4.xml · nonDerivative · entry 1 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,066 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 22:44 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2010 Employee Stock Option · Derivative | 25,000 | $0.00 Strike: $41.57 | $0.00 |
DisclosureSEC source: 0001127602-16-069765 · form4.xml · derivative · entry 6 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,266 Underlying: Common Stock · 25,000 shares Expires 2020-12-13 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. F3 · derivative.exercise_date: Option is exercisable in cumulative installments of 25% on the first, second, third and fourth anniversary of the date of grant. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 22:44 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 25,000 | $73.38 | $1,834,500.00 |
DisclosureSEC source: 0001127602-16-069765 · form4.xml · nonDerivative · entry 2 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,066 F1 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. F2 · price: This transaction was executed in multiple trades at prices ranging from $73.00 to $74.02. 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. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 22:44 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 25,000 | $41.57 | $1,039,125.00 |
DisclosureSEC source: 0001127602-16-069765 · form4.xml · nonDerivative · entry 1 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,066 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 17:17 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2010 Employee Stock Option · Derivative | 25,000 | $0.00 Strike: $41.57 | $0.00 |
DisclosureSEC source: 0001127602-16-069474 · form4.xml · derivative · entry 9 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,266 Underlying: Common Stock · 25,000 shares Expires 2020-12-13 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. F3 · derivative.exercise_date: Option is exercisable in cumulative installments of 25% on the first, second, third and fourth anniversary of the date of grant. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 17:17 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 25,000 | $73.28 | $1,832,000.00 |
DisclosureSEC source: 0001127602-16-069474 · form4.xml · nonDerivative · entry 4 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,066 F1 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. F2 · price: This transaction was executed in multiple trades at prices ranging from $73.00 to $74.00. 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. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 17:17 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 25,000 | $41.57 | $1,039,125.00 |
DisclosureSEC source: 0001127602-16-069474 · form4.xml · nonDerivative · entry 3 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,066 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 17:17 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2010 Employee Stock Option · Derivative | 25,000 | $0.00 Strike: $41.57 | $0.00 |
DisclosureSEC source: 0001127602-16-069474 · form4.xml · derivative · entry 8 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,266 Underlying: Common Stock · 25,000 shares Expires 2020-12-13 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. F3 · derivative.exercise_date: Option is exercisable in cumulative installments of 25% on the first, second, third and fourth anniversary of the date of grant. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 17:17 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 25,000 | $73.00 | $1,825,000.00 |
DisclosureSEC source: 0001127602-16-069474 · form4.xml · nonDerivative · entry 2 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,066 F1 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 17:17 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 25,000 | $41.57 | $1,039,125.00 |
DisclosureSEC source: 0001127602-16-069474 · form4.xml · nonDerivative · entry 1 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,066 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:07 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2010 Employee Stock Option · Derivative | 3,734 | $0.00 Strike: $41.57 | $0.00 |
DisclosureSEC source: 0001127602-16-068815 · form4.xml · derivative · entry 9 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,266 Underlying: Common Stock · 3,734 shares Expires 2020-12-13 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. F2 · derivative.exercise_date: Option is exercisable in cumulative installments of 25% on the first, second, third and fourth anniversary of the date of grant. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:07 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 3,734 | $73.00 | $272,582.00 |
DisclosureSEC source: 0001127602-16-068815 · form4.xml · nonDerivative · entry 4 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,066 F1 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:07 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 3,734 | $41.57 | $155,203.71 |
DisclosureSEC source: 0001127602-16-068815 · form4.xml · nonDerivative · entry 3 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,800 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 21:07 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2010 Employee Stock Option · Derivative | 25,000 | $0.00 Strike: $41.57 | $0.00 |
DisclosureSEC source: 0001127602-16-068815 · form4.xml · derivative · entry 8 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 25,000 shares Expires 2020-12-13 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. F2 · derivative.exercise_date: Option is exercisable in cumulative installments of 25% on the first, second, third and fourth anniversary of the date of grant. Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 21:07 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 25,000 | $73.00 | $1,825,000.00 |
DisclosureSEC source: 0001127602-16-068815 · form4.xml · nonDerivative · entry 2 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,066 F1 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade date. Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 21:07 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 25,000 | $41.57 | $1,039,125.00 |
DisclosureSEC source: 0001127602-16-068815 · form4.xml · nonDerivative · entry 1 SCARBOROUGH DEAN A · CIK 0001197584 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,066 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 · date: Transaction occurred pursuant to a Rule 10b5-1 Trading Plan established prior to trade 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.