Tapewire

NYSE · USD

BA

BOEING CO

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Tapewire entity
2862
SEC CIK
0000012927
Parsed reports
2,759

Last 12 months

Inside the activity.

3 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202511
Dec 202500
Jan 202600
Feb 202604
Mar 202610
Apr 202600
May 202610
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
CARSON SCOTT EVP of Sales, BCA
GrantDeferred Compensation Units · Derivative 1,184.22 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000257 · car1324.xml · derivative · entry 3

CARSON SCOTT E · CIK 0001182049 · VP of Sales, BCA

10b5-1 filing: Not disclosed

Ownership: Indirect · Deferred Compensation Stock Program

Disclosed balance after: 154,618.7

Underlying: Common · 1,184.22 shares

Expires not disclosed

F5 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis.

F7 · shares: Performance Share company match allocated to reporting person's performance share account under the deferred compensation plan.

F6 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F6 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F4 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
CARSON SCOTT EVP of Sales, BCA
Exercise / conversionDeferred Compensation Units · Derivative 4,736.88 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000257 · car1324.xml · derivative · entry 2

CARSON SCOTT E · CIK 0001182049 · VP of Sales, BCA

10b5-1 filing: Not disclosed

Ownership: Indirect · Deferred Compensation Stock Program

Disclosed balance after: 153,434.48

Underlying: Common · 4,736.88 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.

F5 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis.

F2 · shares: Reflects deferral of phantom stock units by reporting person upon vesting of performance stock units. Units are calculated based upon the difference between the closing price and the fair market value on the date of the transaction.

F6 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F6 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
CARSON SCOTT EVP of Sales, BCA
Exercise / conversion2002 Performance Shares · Derivative 4,778.13 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000257 · car1324.xml · derivative · entry 1

CARSON SCOTT E · CIK 0001182049 · VP of Sales, BCA

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,983.67

Underlying: Common · 4,778.13 shares

Expires 2007-02-25

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 · derivative.exercise_price: Performance shares convert on 1 for 1 basis on vesting

F2 · shares: Reflects deferral of phantom stock units by reporting person upon vesting of performance stock units. Units are calculated based upon the difference between the closing price and the fair market value on the date of the transaction.

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

F4 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
BELL JAMES AChief Financial Officer
Exercise / conversion2002 Performance Shares · Derivative 1,834.7 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000256 · bel1323.xml · derivative · entry 5

BELL JAMES A · CIK 0001182047 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,289.34

Underlying: Common · 1,834.7 shares

Expires 2007-02-25

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: Performance shares convert on 1 for 1 basis on vesting

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

F1 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
BELL JAMES AChief Financial Officer
Tax withholdingCommon 724.7 $77.51 $56,171.50
Disclosure

SEC source: 0001137638-06-000256 · bel1323.xml · nonDerivative · entry 2

BELL JAMES A · CIK 0001182047 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,316.78

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
BELL JAMES AChief Financial Officer
Exercise / conversionCommon 1,834.7 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000256 · bel1323.xml · nonDerivative · entry 1

BELL JAMES A · CIK 0001182047 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,041.48

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
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
DE LEON RUDY FSr. VP Washington DC Op
Exercise / conversion2002 Performance Shares · Derivative 5,621.44 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000258 · del1325.xml · derivative · entry 4

DE LEON RUDY F · CIK 0001182051 · Sr. VP Washington DC Op

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,334.36

Underlying: Common · 5,621.44 shares

Expires 2007-02-25

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: Performance shares convert on 1 for 1 basis on vesting

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

F1 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
DE LEON RUDY FSr. VP Washington DC Op
Tax withholdingCommon 2,372.44 $77.51 $183,887.82
Disclosure

SEC source: 0001137638-06-000258 · del1325.xml · nonDerivative · entry 2

DE LEON RUDY F · CIK 0001182051 · Sr. VP Washington DC Op

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,911

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
DE LEON RUDY FSr. VP Washington DC Op
Exercise / conversionCommon 5,621.44 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000258 · del1325.xml · nonDerivative · entry 1

DE LEON RUDY F · CIK 0001182051 · Sr. VP Washington DC Op

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,283.44

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
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
JAMIESON JAMES MSr. V.P., CTO
Exercise / conversion2002 Performance Shares · Derivative 3,279.06 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000259 · jam1326.xml · derivative · entry 4

JAMIESON JAMES M · CIK 0001272148 · Sr. V.P., CTO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,027.85

Underlying: Common · 3,279.06 shares

Expires 2007-02-25

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: Performance shares convert on 1 for 1 basis on vesting

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

F1 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
JAMIESON JAMES MSr. V.P., CTO
Tax withholdingCommon 1,294.06 $77.51 $100,302.59
Disclosure

SEC source: 0001137638-06-000259 · jam1326.xml · nonDerivative · entry 2

JAMIESON JAMES M · CIK 0001272148 · Sr. V.P., CTO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,715

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
JAMIESON JAMES MSr. V.P., CTO
Exercise / conversionCommon 3,279.06 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000259 · jam1326.xml · nonDerivative · entry 1

JAMIESON JAMES M · CIK 0001272148 · Sr. V.P., CTO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,009.06

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
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
KOELLNER LAURETTE TPres., Connexion by Boeing
Exercise / conversion2002 Performance Shares · Derivative 5,480.79 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000260 · koe1327.xml · derivative · entry 7

KOELLNER LAURETTE T · CIK 0001182054 · Pres., Connexion by Boeing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,775.45

Underlying: Common · 5,480.79 shares

Expires 2007-02-25

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: Performance shares convert on 1 for 1 basis on vesting

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

F1 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
KOELLNER LAURETTE TPres., Connexion by Boeing
Tax withholdingCommon 1,997.79 $77.51 $154,848.70
Disclosure

SEC source: 0001137638-06-000260 · koe1327.xml · nonDerivative · entry 2

KOELLNER LAURETTE T · CIK 0001182054 · Pres., Connexion by Boeing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,759.81

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
KOELLNER LAURETTE TPres., Connexion by Boeing
Exercise / conversionCommon 5,480.79 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000260 · koe1327.xml · nonDerivative · entry 1

KOELLNER LAURETTE T · CIK 0001182054 · Pres., Connexion by Boeing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,757.6

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
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
MCGEE HARRY S IIICorporate Controller
Exercise / conversion2002 Performance Shares · Derivative 426.26 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000261 · mcg1328.xml · derivative · entry 5

MCGEE HARRY S III · CIK 0001277224 · Corporate Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,693.59

Underlying: Common · 426.26 shares

Expires 2007-02-25

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: Performance shares convert on 1 for 1 basis on vesting

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

F1 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
MCGEE HARRY S IIICorporate Controller
Tax withholdingCommon 126.26 $77.51 $9,786.41
Disclosure

SEC source: 0001137638-06-000261 · mcg1328.xml · nonDerivative · entry 2

MCGEE HARRY S III · CIK 0001277224 · Corporate Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,135.8

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
MCGEE HARRY S IIICorporate Controller
Exercise / conversionCommon 426.26 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000261 · mcg1328.xml · nonDerivative · entry 1

MCGEE HARRY S III · CIK 0001277224 · Corporate Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,262.06

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
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
PICKERING THOMAS RSr. VP Int'l Relations
GrantDeferred Compensation Units · Derivative 1,219.07 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000263 · pic1330.xml · derivative · entry 3

PICKERING THOMAS R · CIK 0001182058 · Sr. VP Int'l Relations

10b5-1 filing: Not disclosed

Ownership: Indirect · Deferred Compensation Stock Program

Disclosed balance after: 139,449.31

Underlying: Common · 1,219.07 shares

Expires not disclosed

F5 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis.

F7 · shares: Performance Share company match allocated to reporting person's performance share account under the deferred compensation plan.

F6 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F6 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F4 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
PICKERING THOMAS RSr. VP Int'l Relations
Exercise / conversionDeferred Compensation Units · Derivative 4,876.29 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000263 · pic1330.xml · derivative · entry 2

PICKERING THOMAS R · CIK 0001182058 · Sr. VP Int'l Relations

10b5-1 filing: Not disclosed

Ownership: Indirect · Deferred Compensation Stock Program

Disclosed balance after: 138,230.24

Underlying: Common · 4,876.29 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.

F5 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis.

F2 · shares: Reflects deferral of phantom stock units by reporting person upon vesting of performance stock units. Units are calculated based upon the difference between the closing price and the fair market value on the date of the transaction.

F6 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F6 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
PICKERING THOMAS RSr. VP Int'l Relations
Exercise / conversion2002 Performance Shares · Derivative 4,918.76 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000263 · pic1330.xml · derivative · entry 1

PICKERING THOMAS R · CIK 0001182058 · Sr. VP Int'l Relations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,542.41

Underlying: Common · 4,918.76 shares

Expires 2007-02-25

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 · derivative.exercise_price: Performance shares convert on 1 for 1 basis on vesting

F2 · shares: Reflects deferral of phantom stock units by reporting person upon vesting of performance stock units. Units are calculated based upon the difference between the closing price and the fair market value on the date of the transaction.

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

F4 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
MULALLY ALAN RExec VP, Pres & CEO BCA
Exercise / conversion2002 Performance Shares · Derivative 9,977.97 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000262 · mul1329.xml · derivative · entry 5

MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,642.92

Underlying: Common · 9,977.97 shares

Expires 2007-02-25

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: Performance shares convert on 1 for 1 basis on vesting

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

F1 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
MULALLY ALAN RExec VP, Pres & CEO BCA
Tax withholdingCommon 3,636.97 $77.51 $281,901.54
Disclosure

SEC source: 0001137638-06-000262 · mul1329.xml · nonDerivative · entry 2

MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,773.12

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:21 UTC
MULALLY ALAN RExec VP, Pres & CEO BCA
Exercise / conversionCommon 9,977.97 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000262 · mul1329.xml · nonDerivative · entry 1

MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,410.09

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
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
SOODIK BONNIE WSr. V.P., Internal Governance
GrantDeferred Compensation Units · Derivative 185.77 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000264 · soo1331.xml · derivative · entry 9

SOODIK BONNIE W · CIK 0001182059 · Sr. V.P., Internal Governance

10b5-1 filing: Not disclosed

Ownership: Indirect · Deferred Compensation Stock Program

Disclosed balance after: 56,271.24

Underlying: Common · 185.77 shares

Expires not disclosed

F5 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis.

F7 · shares: Performance Share company match allocated to reporting person's performance share account under the deferred compensation plan.

F6 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F6 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F1 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
SOODIK BONNIE WSr. V.P., Internal Governance
Exercise / conversionDeferred Compensation Units · Derivative 743.08 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000264 · soo1331.xml · derivative · entry 8

SOODIK BONNIE W · CIK 0001182059 · Sr. V.P., Internal Governance

10b5-1 filing: Not disclosed

Ownership: Indirect · Deferred Compensation Stock Program

Disclosed balance after: 56,085.47

Underlying: Common · 743.08 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.

F5 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis.

F4 · shares: Reflects deferral of phantom stock units by reporting person upon vesting of performance stock units. Units are calculated based upon the difference between the closing price and the fair market value on the date of the transaction.

F6 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F6 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
SOODIK BONNIE WSr. V.P., Internal Governance
Exercise / conversion2002 Performance Shares · Derivative 749.55 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000264 · soo1331.xml · derivative · entry 7

SOODIK BONNIE W · CIK 0001182059 · Sr. V.P., Internal Governance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,444.94

Underlying: Common · 749.55 shares

Expires 2007-02-25

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: Performance shares convert on 1 for 1 basis on vesting

F4 · shares: Reflects deferral of phantom stock units by reporting person upon vesting of performance stock units. Units are calculated based upon the difference between the closing price and the fair market value on the date of the transaction.

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

F1 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
SOODIK BONNIE WSr. V.P., Internal Governance
Exercise / conversion2002 Performance Shares · Derivative 1,124.32 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000264 · soo1331.xml · derivative · entry 6

SOODIK BONNIE W · CIK 0001182059 · Sr. V.P., Internal Governance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,194.49

Underlying: Common · 1,124.32 shares

Expires 2007-02-25

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: Performance shares convert on 1 for 1 basis on vesting

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
SOODIK BONNIE WSr. V.P., Internal Governance
Tax withholdingCommon 421.32 $77.51 $32,656.51
Disclosure

SEC source: 0001137638-06-000264 · soo1331.xml · nonDerivative · entry 2

SOODIK BONNIE W · CIK 0001182059 · Sr. V.P., Internal Governance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,386

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
SOODIK BONNIE WSr. V.P., Internal Governance
Exercise / conversionCommon 1,124.32 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000264 · soo1331.xml · nonDerivative · entry 1

SOODIK BONNIE W · CIK 0001182059 · Sr. V.P., Internal Governance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,807.32

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
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
STEPHENS RICHARD DENNISSr. VP, Internal Services
GrantDeferred Compensation Units · Derivative 237.04 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000265 · ste1332.xml · derivative · entry 8

STEPHENS RICHARD DENNIS · CIK 0001311270 · Sr. VP, Internal Services

10b5-1 filing: Not disclosed

Ownership: Indirect · Deferred Compensation Stock Program

Disclosed balance after: 50,997.85

Underlying: Common · 237.04 shares

Expires not disclosed

F5 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis.

F7 · shares: Performance Share company match allocated to reporting person's performance share account under the deferred compensation plan.

F6 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F6 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F1 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
STEPHENS RICHARD DENNISSr. VP, Internal Services
Exercise / conversionDeferred Compensation Units · Derivative 948.17 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000265 · ste1332.xml · derivative · entry 7

STEPHENS RICHARD DENNIS · CIK 0001311270 · Sr. VP, Internal Services

10b5-1 filing: Not disclosed

Ownership: Indirect · Deferred Compensation Stock Program

Disclosed balance after: 50,760.81

Underlying: Common · 948.17 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.

F5 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis.

F4 · shares: Reflects deferral of phantom stock units by reporting person upon vesting of performance stock units. Units are calculated based upon the difference between the closing price and the fair market value on the date of the transaction.

F6 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F6 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
STEPHENS RICHARD DENNISSr. VP, Internal Services
Exercise / conversion2002 Performance Shares · Derivative 956.43 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000265 · ste1332.xml · derivative · entry 6

STEPHENS RICHARD DENNIS · CIK 0001311270 · Sr. VP, Internal Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,599.9

Underlying: Common · 956.43 shares

Expires 2007-02-25

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: Performance shares convert on 1 for 1 basis on vesting

F4 · shares: Reflects deferral of phantom stock units by reporting person upon vesting of performance stock units. Units are calculated based upon the difference between the closing price and the fair market value on the date of the transaction.

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

F1 · balance_after: Includes adjustments for dividends accrued

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
STEPHENS RICHARD DENNISSr. VP, Internal Services
Exercise / conversion2002 Performance Shares · Derivative 956.43 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000265 · ste1332.xml · derivative · entry 5

STEPHENS RICHARD DENNIS · CIK 0001311270 · Sr. VP, Internal Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,556.33

Underlying: Common · 956.43 shares

Expires 2007-02-25

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: Performance shares convert on 1 for 1 basis on vesting

F3 · derivative.exercise_date: 2002 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39.

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
STEPHENS RICHARD DENNISSr. VP, Internal Services
Tax withholdingCommon 296.43 $77.51 $22,976.29
Disclosure

SEC source: 0001137638-06-000265 · ste1332.xml · nonDerivative · entry 2

STEPHENS RICHARD DENNIS · CIK 0001311270 · Sr. VP, Internal Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,831

Read SEC document
March 28, 2006 Filed Mar 30, 2006 23:22 UTC
STEPHENS RICHARD DENNISSr. VP, Internal Services
Exercise / conversionCommon 956.43 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000265 · ste1332.xml · nonDerivative · entry 1

STEPHENS RICHARD DENNIS · CIK 0001311270 · Sr. VP, Internal Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,127.43

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
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
ALBAUGH JAMES FExec VP, Pres & CEO IDS
Exercise / conversion2005 Performance Shares · Derivative 11,578.86 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000234 · alb1320.xml · derivative · entry 5

ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,613.57

Underlying: Common · 11,578.86 shares

Expires 2010-02-28

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 · derivative.exercise_price: Performance shares convert on 1 for 1 basis on vesting

F2 · derivative.exercise_date: 2005 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $74.49, 30% at $79.82, 45% at $85.14, 60% at $90.46, 75% at $95.78, 90% at $101.10, 100% at $106.42, 110% at $111.74, 120% at $117.06, and 125% at $119.72.

Read SEC document
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
ALBAUGH JAMES FExec VP, Pres & CEO IDS
Tax withholdingCommon 4,915.86 $78.26 $384,715.20
Disclosure

SEC source: 0001137638-06-000234 · alb1320.xml · nonDerivative · entry 2

ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,879.11

Read SEC document
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
ALBAUGH JAMES FExec VP, Pres & CEO IDS
Exercise / conversionCommon 11,578.86 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000234 · alb1320.xml · nonDerivative · entry 1

ALBAUGH JAMES F · CIK 0001182045 · Exec VP, Pres & CEO IDS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,794.97

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
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
BAIN DOUGLAS GSr. V.P. General Counsel
Exercise / conversion2005 Performance Shares · Derivative 7,546.25 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000235 · bai1300.xml · derivative · entry 4

BAIN DOUGLAS G · CIK 0001182046 · Sr. V.P. General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,762.07

Underlying: Common · 7,546.25 shares

Expires 2010-02-28

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 · derivative.exercise_price: Performance shares convert on 1 for 1 basis on vesting

F2 · derivative.exercise_date: 2005 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $74.49, 30% at $79.82, 45% at $85.14, 60% at $90.46, 75% at $95.78, 90% at $101.10, 100% at $106.42, 110% at $111.74, 120% at $117.06, and 125% at $119.72.

Read SEC document
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
BAIN DOUGLAS GSr. V.P. General Counsel
Tax withholdingCommon 2,223.25 $78.26 $173,991.55
Disclosure

SEC source: 0001137638-06-000235 · bai1300.xml · nonDerivative · entry 2

BAIN DOUGLAS G · CIK 0001182046 · Sr. V.P. General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,673.88

Read SEC document
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
BAIN DOUGLAS GSr. V.P. General Counsel
Exercise / conversionCommon 7,546.25 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000235 · bai1300.xml · nonDerivative · entry 1

BAIN DOUGLAS G · CIK 0001182046 · Sr. V.P. General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,897.13

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.

Read SEC document
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
CARSON SCOTT EVP of Sales, BCA
GrantDeferred Compensation Units · Derivative 1,393.15 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000237 · car1302.xml · derivative · entry 3

CARSON SCOTT E · CIK 0001182049 · VP of Sales, BCA

10b5-1 filing: Not disclosed

Ownership: Indirect · Deferred Compensation Stock Program

Disclosed balance after: 148,697.6

Underlying: Common · 1,393.15 shares

Expires not disclosed

F4 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis.

F6 · shares: Performance Share company match allocated to reporting person's performance share account under the deferred compensation plan.

F5 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F5 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

Read SEC document
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
CARSON SCOTT EVP of Sales, BCA
Exercise / conversionDeferred Compensation Units · Derivative 5,572.61 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000237 · car1302.xml · derivative · entry 2

CARSON SCOTT E · CIK 0001182049 · VP of Sales, BCA

10b5-1 filing: Not disclosed

Ownership: Indirect · Deferred Compensation Stock Program

Disclosed balance after: 147,304.45

Underlying: Common · 5,572.61 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.

F4 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis.

F2 · shares: Reflects deferral of phantom stock units by reporting person upon vesting of performance stock units. Units are calculated based upon the difference between the closing price and the fair market value on the date of the transaction.

F5 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

F5 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff.

Read SEC document
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
CARSON SCOTT EVP of Sales, BCA
Exercise / conversion2005 Performance Shares · Derivative 5,605.72 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000237 · car1302.xml · derivative · entry 1

CARSON SCOTT E · CIK 0001182049 · VP of Sales, BCA

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,765.76

Underlying: Common · 5,605.72 shares

Expires 2010-02-28

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 · derivative.exercise_price: Performance shares convert on 1 for 1 basis on vesting

F2 · shares: Reflects deferral of phantom stock units by reporting person upon vesting of performance stock units. Units are calculated based upon the difference between the closing price and the fair market value on the date of the transaction.

F3 · derivative.exercise_date: 2005 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $74.49, 30% at $79.82, 45% at $85.14, 60% at $90.46, 75% at $95.78, 90% at $101.10, 100% at $106.42, 110% at $111.74, 120% at $117.06, and 125% at $119.72.

Read SEC document
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
BELL JAMES AChief Financial Officer
Exercise / conversion2005 Performance Shares · Derivative 9,582.43 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000236 · bel1301.xml · derivative · entry 5

BELL JAMES A · CIK 0001182047 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,300.47

Underlying: Common · 9,582.43 shares

Expires 2010-02-28

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 · derivative.exercise_price: Performance shares convert on 1 for 1 basis on vesting

F2 · derivative.exercise_date: 2005 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $74.49, 30% at $79.82, 45% at $85.14, 60% at $90.46, 75% at $95.78, 90% at $101.10, 100% at $106.42, 110% at $111.74, 120% at $117.06, and 125% at $119.72.

Read SEC document
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
BELL JAMES AChief Financial Officer
Tax withholdingCommon 3,780.43 $78.26 $295,856.45
Disclosure

SEC source: 0001137638-06-000236 · bel1301.xml · nonDerivative · entry 2

BELL JAMES A · CIK 0001182047 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,206.78

Read SEC document
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
BELL JAMES AChief Financial Officer
Exercise / conversionCommon 9,582.43 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000236 · bel1301.xml · nonDerivative · entry 1

BELL JAMES A · CIK 0001182047 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,987.21

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
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
DE LEON RUDY FSr. VP Washington DC Op
Exercise / conversion2005 Performance Shares · Derivative 7,186.9 $0.00 $0.00
Disclosure

SEC source: 0001137638-06-000238 · del1303.xml · derivative · entry 4

DE LEON RUDY F · CIK 0001182051 · Sr. VP Washington DC Op

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,725.79

Underlying: Common · 7,186.9 shares

Expires 2010-02-28

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: Performance shares convert on 1 for 1 basis on vesting

F3 · derivative.exercise_date: 2005 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $74.49, 30% at $79.82, 45% at $85.14, 60% at $90.46, 75% at $95.78, 90% at $101.10, 100% at $106.42, 110% at $111.74, 120% at $117.06, and 125% at $119.72.

Read SEC document
March 21, 2006 Filed Mar 23, 2006 21:46 UTC
DE LEON RUDY FSr. VP Washington DC Op
Tax withholdingCommon 3,032.9 $78.26 $237,354.75
Disclosure

SEC source: 0001137638-06-000238 · del1303.xml · nonDerivative · entry 2

DE LEON RUDY F · CIK 0001182051 · Sr. VP Washington DC Op

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,662

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.