Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director | April 01, 2021 | April 05, 2021 |
| CATERPILLAR INCCAT · Entity 2808 | Director | June 10, 2026 | June 11, 2026 |
| FEDEX CORPFDX · Entity 2962 | Director | April 15, 2026 | April 16, 2026 |
| MARRIOTT INTERNATIONAL INC /MD/MAR · Entity 2933 | Director | May 11, 2026 | May 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.
BOEING CO
Report date April 01, 2021 · Filed April 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 18,085.12 |
Reported balance
After 2021-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-04-01 · Grant · Acquired 328.95 · Balance 18,085.12 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
CATERPILLAR INC
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,197 |
Reported balance
After 2026-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 211 · Balance 6,197 F1: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes adjustments for dividends accrued.
FEDEX CORP
Report date April 15, 2026 · Filed April 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,053 |
Reported balance
After 2026-04-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-15 · Exercise / conversion · Acquired 3,015 · Balance 13,053 F1: Ownership has been adjusted to reflect 4 shares that were acquired via dividend reinvestment as a result of dividends paid to all shareholders. |
| Common StockSEC Table I · non-derivative | Direct | 15,833 |
Reported balance
After 2026-04-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-04-15 · Exercise / conversion · Acquired 2,780 · Balance 15,833 |
| Common StockSEC Table I · non-derivative | Direct | 10,038 |
Reported balance
After 2026-04-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-04-15 · Sale · Disposed 5,795 · Balance 10,038 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $219.26 · Expires 2027-09-25 | Direct | 0 |
Reported balance
After 2026-04-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-15 · Exercise / conversion · Disposed 3,015 · Balance 0 F2: These options first exercisable one year from date of grant. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $244.88 · Expires 2028-09-24 | Direct | 0 |
Reported balance
After 2026-04-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-15 · Exercise / conversion · Disposed 2,780 · Balance 0 F2: These options first exercisable one year from date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Ownership has been adjusted to reflect 4 shares that were acquired via dividend reinvestment as a result of dividends paid to all shareholders.
F2: These options first exercisable one year from date of grant.
MARRIOTT INTERNATIONAL INC /MD/
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock-Dir. Def. Stock Comp Plan-1SEC Table I · non-derivative | Direct | 10,172 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 670 · Balance 10,172 F1: The shares will vest on a daily pro rata basis over the 12-month period following the grant and will be distributed on the one-year anniversary of the grant. |
| Class A Common StockSEC Table I · non-derivative | Direct | 5,419.4764 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,419.4764 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares will vest on a daily pro rata basis over the 12-month period following the grant and will be distributed on the one-year anniversary of the grant.
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 |
|---|---|---|---|---|---|---|
| June 08, 2022 Filed Jun 10, 2022 16:25 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 816 | $229.80 | $187,516.80 |
DisclosureSEC source: 0000018230-22-000140 · wf-form4_165487831902274.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,321 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| May 09, 2022 Filed May 10, 2022 20:42 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common Stock-Dir. Def. Stock Comp Plan-1 | 1,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006798 · doc4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,522 F1 · shares: The shares will vest on a daily pro-rata basis over the twelve (12) month period following the grant and be distributed following termination of service as a Board member. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 21:34 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 168 | $223.81 | $37,600.08 |
DisclosureSEC source: 0000018230-22-000094 · wf-form4_164884887140824.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,629 Underlying: Common Stock · 168 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plans as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 16:57 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 181 | $206.71 | $37,414.51 |
DisclosureSEC source: 0000018230-22-000005 · wf-form4_164122906605991.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,368 Underlying: Common Stock · 181 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plans as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 19:09 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 192 | $195.25 | $37,488.00 |
DisclosureSEC source: 0000018230-21-000243 · wf-form4_163311533029477.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,098 Underlying: Common Stock · 192 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plans as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 27, 2021 Filed Sep 28, 2021 21:21 UTC | FEDEX CORP FDX · Entity 2962 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 2,850 | $0.00 Strike: $227.47 | $0.00 |
DisclosureSEC source: 0001127602-21-025953 · form4.xml · derivative · entry 2 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,850 Underlying: Common Stock · 2,850 shares Expires 2031-09-27 F2 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| September 27, 2021 Filed Sep 28, 2021 21:21 UTC | FEDEX CORP FDX · Entity 2962 | GrantCommon Stock | 307 | $227.47 | $69,831.76 |
DisclosureSEC source: 0001127602-21-025953 · form4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,899 F1 · price: This common stock was issued in lieu of annual retainer fees of $70,000 (rounded down to the nearest whole share). Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:34 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 174 | $216.00 | $37,584.00 |
DisclosureSEC source: 0000018230-21-000205 · wf-form4_162517162438520.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,820 Underlying: Common Stock · 174 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plans as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 29, 2021 Filed Jun 29, 2021 20:40 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,720 | $0.00 Strike: $84.71 | $0.00 |
DisclosureSEC source: 0001127602-21-020808 · form4.xml · derivative · entry 3 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,720 shares Expires 2022-09-24 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_date: These options first exercisable one year from date of grant. Read SEC document |
| June 29, 2021 Filed Jun 29, 2021 20:40 UTC | FEDEX CORP FDX · Entity 2962 | SaleCommon Stock | 4,720 | $297.30 | $1,403,270.16 |
DisclosureSEC source: 0001127602-21-020808 · form4.xml · nonDerivative · entry 2 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,592 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $297.201 to $297.34, inclusive. The reporting person undertakes to provide to FedEx Corporation, any security holder of FedEx Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| June 29, 2021 Filed Jun 29, 2021 20:40 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionCommon Stock | 4,720 | $84.71 | $399,831.20 |
DisclosureSEC source: 0001127602-21-020808 · form4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,312 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 |
| May 10, 2021 Filed May 12, 2021 21:09 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common Stock-Dir. Def. Stock Comp Plan-1 | 1,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008050 · doc4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,411 F1 · shares: The shares will vest on a daily pro-rata basis over the twelve (12) month period following the grant and be distributed following termination of service as a Board member. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:48 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 328.95 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-006522 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,085.12 Underlying: Common Stock · 328.95 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 13:36 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 161 | $232.93 | $37,501.73 |
DisclosureSEC source: 0000018230-21-000134 · wf-form4_161737045454982.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,568 Underlying: Common Stock · 161 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plans as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:50 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 683 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-21-000102 · wf-form4_161480103140047.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,424 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:23 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 405.87 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000582 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,756.17 Underlying: Common Stock · 405.87 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 22:46 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 208 | $180.43 | $37,529.44 |
DisclosureSEC source: 0000018230-21-000008 · wf-form4_160980040569698.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,331 Underlying: Common Stock · 208 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plans as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:14 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 495.08 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012159 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,350.3 Underlying: Common Stock · 495.08 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 00:10 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 251 | $149.34 | $37,484.34 |
DisclosureSEC source: 0000018230-20-000258 · wf-form4_160159740335756.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,033 Underlying: Common Stock · 251 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plans as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 23:51 UTC | FEDEX CORP FDX · Entity 2962 | GrantStock Option (Right to Buy) · Derivative | 2,590 | $0.00 Strike: $234.73 | $0.00 |
DisclosureSEC source: 0001127602-20-025599 · form4.xml · derivative · entry 2 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,590 Underlying: Common Stock · 2,590 shares Expires 2030-09-21 F2 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 23:51 UTC | FEDEX CORP FDX · Entity 2962 | GrantCommon Stock | 281 | $234.73 | $65,959.13 |
DisclosureSEC source: 0001127602-20-025599 · form4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,592 F1 · price: This common stock was issued in lieu of annual retainer fees of $66,000 (rounded down to the nearest whole share). Read SEC document |
| July 06, 2020 Filed Jul 6, 2020 20:57 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,970 | $0.00 Strike: $68.77 | $0.00 |
DisclosureSEC source: 0001127602-20-021194 · form4.xml · derivative · entry 5 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,970 shares Expires 2021-09-26 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. F3 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| July 06, 2020 Filed Jul 6, 2020 20:57 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,600 | $0.00 Strike: $84.41 | $0.00 |
DisclosureSEC source: 0001127602-20-021194 · form4.xml · derivative · entry 4 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,600 shares Expires 2020-09-27 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. F3 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| July 06, 2020 Filed Jul 6, 2020 20:57 UTC | FEDEX CORP FDX · Entity 2962 | SaleCommon Stock | 10,570 | $155.58 | $1,644,519.71 |
DisclosureSEC source: 0001127602-20-021194 · form4.xml · nonDerivative · entry 3 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,311 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $155.31 to $155.89, inclusive. The reporting person undertakes to provide to FedEx Corporation, any security holder of FedEx Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. F2 · balance_after: Ownership has been adjusted to reflect 51 shares that were acquired via dividend reinvestment as a result of dividends paid to all stockholders. Read SEC document |
| July 06, 2020 Filed Jul 6, 2020 20:57 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionCommon Stock | 5,970 | $68.77 | $410,527.05 |
DisclosureSEC source: 0001127602-20-021194 · form4.xml · nonDerivative · entry 2 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,881 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 |
| July 06, 2020 Filed Jul 6, 2020 20:57 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionCommon Stock | 4,600 | $84.41 | $388,286.00 |
DisclosureSEC source: 0001127602-20-021194 · form4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,911 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 |
| July 01, 2020 Filed Jul 7, 2020 21:25 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 451.91 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009641 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,855.22 Underlying: Common Stock · 451.91 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 22:17 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 299 | $125.54 | $37,536.46 |
DisclosureSEC source: 0000018230-20-000200 · wf-form4_159364174505162.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,672 Underlying: Common Stock · 299 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plans as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| May 13, 2020 Filed May 15, 2020 17:39 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common Stock-Dir. Def. Stock Comp Plan-1 | 2,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007773 · doc4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,187 F1 · shares: The shares will vest on a daily pro-rata basis over the twelve (12) month period following the grant and be distributed following termination of service as a Board member. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 22:16 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 610.47 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-006073 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,403.31 Underlying: Common Stock · 610.47 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 16:55 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 330 | $113.59 | $37,484.70 |
DisclosureSEC source: 0000018230-20-000134 · wf-form4_158584650017457.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,246 Underlying: Common Stock · 330 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plans as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 23:36 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-20-000102 · wf-form4_158327857833809.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,469 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 00:00 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 253.38 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000574 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,667.58 Underlying: Common Stock · 253.38 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 22:55 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 254 | $147.51 | $37,467.54 |
DisclosureSEC source: 0000018230-20-000011 · wf-form4_157800568563281.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,812 Underlying: Common Stock · 254 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plans as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:02 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 221.13 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013168 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,324.42 Underlying: Common Stock · 221.13 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 18:57 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 296 | $126.49 | $37,441.04 |
DisclosureSEC source: 0000018230-19-000259 · wf-form4_157004263243167.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,460 Underlying: Common Stock · 296 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plans as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 22:33 UTC | FEDEX CORP FDX · Entity 2962 | GrantStock Option (Right to Buy) · Derivative | 5,325 | $0.00 Strike: $147.28 | $0.00 |
DisclosureSEC source: 0001127602-19-029060 · form4.xml · derivative · entry 2 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,325 Underlying: Common Stock · 5,325 shares Expires 2029-09-23 F2 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 22:33 UTC | FEDEX CORP FDX · Entity 2962 | GrantCommon Stock | 448 | $147.28 | $65,981.44 |
DisclosureSEC source: 0001127602-19-029060 · form4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,260 F1 · price: This common stock was issued in lieu of annual retainer fees of $66,000 (rounded down to the nearest whole share). Read SEC document |
| July 11, 2019 Filed Jul 12, 2019 20:15 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,440 | $0.00 Strike: $74.88 | $0.00 |
DisclosureSEC source: 0001127602-19-024497 · form4.xml · derivative · entry 3 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,440 shares Expires 2019-09-28 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_date: These options first exercisable one year from date of grant. Read SEC document |
| July 11, 2019 Filed Jul 12, 2019 20:15 UTC | FEDEX CORP FDX · Entity 2962 | SaleCommon Stock | 6,440 | $160.00 | $1,030,400.00 |
DisclosureSEC source: 0001127602-19-024497 · form4.xml · nonDerivative · entry 2 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,812 Read SEC document |
| July 11, 2019 Filed Jul 12, 2019 20:15 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionCommon Stock | 6,440 | $74.88 | $482,227.20 |
DisclosureSEC source: 0001127602-19-024497 · form4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,252 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 · balance_after: Ownership has been adjusted to reflect dividend paid to all holders of record. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:26 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 233.11 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010045 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,018.04 Underlying: Common Stock · 233.11 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:55 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 274 | $136.64 | $37,439.36 |
DisclosureSEC source: 0000018230-19-000206 · wf-form4_156210093792708.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,049 Underlying: Common Stock · 274 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| May 13, 2019 Filed May 14, 2019 19:23 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common Stock-Dir. Def. Stock Comp Plan-1 | 1,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007908 · doc4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,042 F1 · shares: The shares will vest immediately and are payable after retirement from the Board. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:59 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 231.6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006359 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,699.55 Underlying: Common Stock · 231.6 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 15:30 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 278 | $134.95 | $37,516.10 |
DisclosureSEC source: 0000018230-19-000133 · wf-form4_155421898914085.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,686 Underlying: Common Stock · 278 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 27, 2019 Filed Mar 27, 2019 21:19 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,400 | $0.00 Strike: $56.31 | $0.00 |
DisclosureSEC source: 0001127602-19-013437 · form4.xml · derivative · entry 3 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,400 shares Expires 2019-06-08 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_date: These options first exercisable one year from date of grant. Read SEC document |
| March 27, 2019 Filed Mar 27, 2019 21:19 UTC | FEDEX CORP FDX · Entity 2962 | SaleCommon Stock | 3,000 | $175.11 | $525,315.00 |
DisclosureSEC source: 0001127602-19-013437 · form4.xml · nonDerivative · entry 2 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,787 Read SEC document |
| March 27, 2019 Filed Mar 27, 2019 21:19 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionCommon Stock | 4,400 | $56.31 | $247,764.00 |
DisclosureSEC source: 0001127602-19-013437 · form4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,787 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 · balance_after: Ownership has been adjusted to reflect dividend paid to all holders of record. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:04 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 1,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-19-000107 · wf-form4_155191344991056.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,880 F1 · balance_after: Reflects adjustment for dividends accrued. F2 · balance_after: Reflects adjustment for clerical error to total shares of common stock of the Issuer previously reported as beneficially owned by Reporting Person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.