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 |
|---|---|---|---|---|---|---|
| September 30, 2011 Filed Oct 3, 2011 20:44 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 168 | $74.56 | $12,526.08 |
DisclosureSEC source: 0000018230-11-000475 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,359 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| August 31, 2011 Filed Sep 1, 2011 19:55 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 136 | $91.86 | $12,492.96 |
DisclosureSEC source: 0000018230-11-000431 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,191 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| August 11, 2011 Filed Aug 11, 2011 21:57 UTC | BOEING CO BA · Entity 2862 | PurchaseCommon Stock | 346 | $57.96 | $20,053.81 |
DisclosureSEC source: 0001225208-11-019720 · doc4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,492.66 F1 · price: The price shown is a weighted average purchase price; the prices actually paid ranged from $57.958 to $57.966 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| July 29, 2011 Filed Aug 1, 2011 19:20 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 127 | $98.62 | $12,524.74 |
DisclosureSEC source: 0000018230-11-000388 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,055 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| July 01, 2011 Filed Jul 6, 2011 16:34 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 471.29 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-017627 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,218.24 Underlying: Common Stock · 471.29 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 30, 2011 Filed Jul 1, 2011 19:41 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 118 | $105.16 | $12,408.88 |
DisclosureSEC source: 0000018230-11-000364 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,928 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| May 31, 2011 Filed Jun 1, 2011 15:00 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 119 | $105.42 | $12,544.39 |
DisclosureSEC source: 0000018230-11-000311 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,810 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| April 29, 2011 Filed May 2, 2011 19:44 UTC | CATERPILLAR INC CAT · Entity 2808 | OtherCommon | 108 | $115.40 | $12,463.20 |
DisclosureSEC source: 0000018230-11-000263 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,691 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| April 01, 2011 Filed Apr 5, 2011 20:38 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 470.46 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-011237 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,731.57 Underlying: Common Stock · 470.46 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, 2011 Filed Apr 1, 2011 18:38 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 156 | $111.43 | $17,382.30 |
DisclosureSEC source: 0000018230-11-000203 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,583 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| March 07, 2011 Filed Mar 8, 2011 19:07 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 980 | $102.13 | $100,087.40 |
DisclosureSEC source: 0000018230-11-000157 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,427 F1 · kind: Restricted stock awarded pursuant to Caterpillar Inc. 2006 Long-Term Incentive Plan. Read SEC document |
| February 28, 2011 Filed Mar 1, 2011 20:31 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 169 | $102.46 | $17,315.74 |
DisclosureSEC source: 0000018230-11-000078 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,447 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| January 31, 2011 Filed Jan 31, 2011 21:10 UTC | BOEING CO BA · Entity 2862 | PurchaseCommon Stock | 502 | $69.70 | $34,988.90 |
DisclosureSEC source: 0001225208-11-004245 · doc4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133.65 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| January 31, 2011 Filed Feb 1, 2011 16:41 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 180 | $96.54 | $17,376.30 |
DisclosureSEC source: 0000018230-11-000037 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,278 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| January 03, 2011 Filed Jan 4, 2011 22:30 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 527.59 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-000724 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,247.83 Underlying: Common Stock · 527.59 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: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| December 31, 2010 Filed Jan 3, 2011 19:25 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 185 | $93.60 | $17,316.00 |
DisclosureSEC source: 0000018230-11-000015 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,098 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| November 30, 2010 Filed Dec 2, 2010 15:48 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 206 | $83.94 | $17,291.64 |
DisclosureSEC source: 0000018230-10-000552 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,913 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| November 03, 2010 Filed Nov 3, 2010 21:16 UTC | BOEING CO BA · Entity 2862 | PurchaseCommon Stock | 291 | $68.77 | $20,011.49 |
DisclosureSEC source: 0001225208-10-024183 · doc4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629.5 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| October 29, 2010 Filed Nov 1, 2010 17:59 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 222 | $78.17 | $17,352.63 |
DisclosureSEC source: 0000018230-10-000510 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,707 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| October 01, 2010 Filed Oct 5, 2010 21:15 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 482.73 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-022287 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,709.41 Underlying: Common Stock · 482.73 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: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 30, 2010 Filed Oct 1, 2010 17:53 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 219 | $79.11 | $17,324.00 |
DisclosureSEC source: 0000018230-10-000485 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,485 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| August 31, 2010 Filed Sep 1, 2010 19:39 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 267 | $64.89 | $17,325.63 |
DisclosureSEC source: 0000018230-10-000436 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,266 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| July 30, 2010 Filed Aug 2, 2010 20:00 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 188 | $69.44 | $13,053.78 |
DisclosureSEC source: 0000018230-10-000374 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,999 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| July 01, 2010 Filed Jul 6, 2010 19:00 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 524.07 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-016700 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,218.78 Underlying: Common Stock · 524.07 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: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 30, 2010 Filed Jul 2, 2010 16:17 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 213 | $60.93 | $12,977.03 |
DisclosureSEC source: 0000018230-10-000338 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,811 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| May 28, 2010 Filed Jun 1, 2010 17:48 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 212 | $61.24 | $12,981.82 |
DisclosureSEC source: 0000018230-10-000278 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,598 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| April 30, 2010 Filed May 3, 2010 19:54 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 187 | $69.57 | $13,009.59 |
DisclosureSEC source: 0000018230-10-000240 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,386 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| April 26, 2010 Filed Apr 28, 2010 22:32 UTC | BOEING CO BA · Entity 2862 | PurchaseCommon Stock | 334 | $74.86 | $25,002.24 |
DisclosureSEC source: 0001225208-10-011203 · doc4.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334 Read SEC document |
| April 01, 2010 Filed Apr 5, 2010 22:27 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 690.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-009888 · doc4.xml · derivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690.05 Underlying: Common Stock · 690.05 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: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. Read SEC document |
| March 31, 2010 Filed Apr 1, 2010 15:52 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 206 | $63.07 | $12,991.39 |
DisclosureSEC source: 0000018230-10-000173 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,199 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| February 26, 2010 Filed Mar 1, 2010 19:48 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 230 | $56.69 | $13,037.55 |
DisclosureSEC source: 0000018230-10-000108 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,993 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| January 29, 2010 Filed Feb 1, 2010 16:09 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 245 | $52.89 | $12,958.05 |
DisclosureSEC source: 0000018230-10-000054 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,763 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| December 31, 2009 Filed Jan 4, 2010 20:47 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 227 | $57.48 | $13,046.83 |
DisclosureSEC source: 0000018230-10-000010 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,518 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| November 30, 2009 Filed Dec 1, 2009 16:39 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 224 | $57.91 | $12,971.84 |
DisclosureSEC source: 0000018230-09-000524 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,291 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| October 30, 2009 Filed Nov 2, 2009 19:10 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 231 | $56.26 | $12,994.91 |
DisclosureSEC source: 0000018230-09-000476 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,067 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| September 30, 2009 Filed Oct 1, 2009 18:14 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 253 | $51.43 | $13,010.53 |
DisclosureSEC source: 0000018230-09-000394 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 836 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| August 31, 2009 Filed Sep 1, 2009 16:24 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 286 | $45.41 | $12,985.83 |
DisclosureSEC source: 0000018230-09-000349 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583 F1 · kind: Stock received in lieu of director's fees. Read SEC document |
| July 31, 2009 Filed Aug 3, 2009 17:35 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 297 | $43.74 | $12,989.30 |
DisclosureSEC source: 0000018230-09-000283 · edgar.xml · nonDerivative · entry 1 SCHWAB SUSAN C · CIK 0001202958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297 F1 · kind: Stock received in lieu of director's fees. 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.