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REED DEBRA L

Disclosed activity across 5 companies

Tapewire entity
10697
SEC CIK
0001225947

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CATERPILLAR INCCAT · Entity 2808DirectorJune 10, 2026June 11, 2026
CHEVRON CORPCVX · Entity 2804DirectorMay 27, 2026May 29, 2026
HALLIBURTON COHAL · Entity 3141DirectorAugust 01, 2018August 03, 2018
LOCKHEED MARTIN CORPLMT · Entity 2882DirectorFebruary 13, 2026February 18, 2026
SEMPRASRE · Entity 3017Director · ChairmanNovember 09, 2018November 13, 2018

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.

CATERPILLAR INC

Report date June 10, 2026 · Filed June 11, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect13,204 Reported balance After 2026-06-10 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-06-10 · Grant · Acquired 211 · Balance 13,204

F1: Includes adjustments for dividends accrued.

Filing footnotes · ownership attribution and instrument terms

F1: Includes adjustments for dividends accrued.

CHEVRON CORP

Report date May 27, 2026 · Filed May 29, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect17,420 Reported balance After 2026-05-27 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-05-27 · Grant · Acquired 1,272 · Balance 17,420

F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

F2: This number includes the acquisition of dividend equivalent accruals on stock units (501) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

Common StockSEC Table I · non-derivativeIndirectBy Reed Revocable Trust4,596 Reported balance Holding disclosure · report date 2026-05-27 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 4,596

F3: This number includes 5 shares acquired through dividend reinvestment.

Filing footnotes · ownership attribution and instrument terms

F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

F2: This number includes the acquisition of dividend equivalent accruals on stock units (501) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

F3: This number includes 5 shares acquired through dividend reinvestment.

HALLIBURTON CO

Report date August 01, 2018 · Filed August 03, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
2018 Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect4,221 Reported balance After 2018-08-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2018-08-01 · Grant · Acquired 4,221 · Balance 4,221

F1: Each restricted stock unit represents a right to receive one share of the Company's common stock.

F2: The restricted stock units vest in four equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.

Common StockSEC Table I · non-derivativeDirect33,562 Reported balance Holding disclosure · report date 2018-08-01 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 33,562

2017 Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect4,335.51 Reported balance Holding disclosure · report date 2018-08-01 · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · Balance 4,335.51

F1: Each restricted stock unit represents a right to receive one share of the Company's common stock.

F2: The restricted stock units vest in four equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.

2016 Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect4,307.858 Reported balance Holding disclosure · report date 2018-08-01 · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · Balance 4,307.858

F1: Each restricted stock unit represents a right to receive one share of the Company's common stock.

F2: The restricted stock units vest in four equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.

2015 Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect4,681.973 Reported balance Holding disclosure · report date 2018-08-01 · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · Balance 4,681.973

F1: Each restricted stock unit represents a right to receive one share of the Company's common stock.

F2: The restricted stock units vest in four equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.

2014 Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect2,777.682 Reported balance Holding disclosure · report date 2018-08-01 · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · Balance 2,777.682

F1: Each restricted stock unit represents a right to receive one share of the Company's common stock.

F2: The restricted stock units vest in four equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.

2013 Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect3,884.199 Reported balance Holding disclosure · report date 2018-08-01 · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · Balance 3,884.199

F1: Each restricted stock unit represents a right to receive one share of the Company's common stock.

F2: The restricted stock units vest in four equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.

2012 Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect5,748.225 Reported balance Holding disclosure · report date 2018-08-01 · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · Balance 5,748.225

F1: Each restricted stock unit represents a right to receive one share of the Company's common stock.

F2: The restricted stock units vest in four equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.

Stock Equivalent UnitsSEC Table II · derivative / convertible securityDirect21,734.55 Reported balance Holding disclosure · report date 2018-08-01 · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 9 · Balance 21,734.55

F3: The security converts to common stock on a one-for-one basis.

F4: The stock equivalent units were accrued under the Company's Directors' Deferred Compensation Plan and are settled in the Company's common stock following cessation as a director.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents a right to receive one share of the Company's common stock.

F2: The restricted stock units vest in four equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.

F3: The security converts to common stock on a one-for-one basis.

F4: The stock equivalent units were accrued under the Company's Directors' Deferred Compensation Plan and are settled in the Company's common stock following cessation as a director.

LOCKHEED MARTIN CORP

Report date February 13, 2026 · Filed February 18, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible securityIndirectLockheed Martin Directors Equity Plan3,039.1356 Reported balance After 2026-02-13 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-02-13 · Grant · Acquired 260.5044 · Balance 3,039.1356

F1: Phantom stock units convert to common stock on a one-for-one basis.

F2: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $652.58 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment.

Filing footnotes · ownership attribution and instrument terms

F1: Phantom stock units convert to common stock on a one-for-one basis.

F2: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $652.58 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment.

SEMPRA

Report date November 09, 2018 · Filed November 13, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect127,855.91 Ending reported balance After 2018-11-09 transaction · row 4
4 source rows · reconciled sequence

Row 1 · 2018-11-09 · Exercise / conversion · Acquired 17,400 · Balance 145,255.91

Row 2 · 2018-11-09 · Exercise / conversion · Acquired 9,900 · Balance 155,155.91

Row 3 · 2018-11-09 · Sale · Disposed 23,400 · Balance 131,755.91

F1: Weighted average of sales prices. Actual prices range from $116.63 to $117.60. Information regarding the number of shares sold at each separate price will be provided upon request by the Staff of the Securities and Exchange Commission, Sempra Energy or any security holder of Sempra Energy.

Row 4 · 2018-11-09 · Sale · Disposed 3,900 · Balance 127,855.91

F2: Weighted average of sales prices. Actual prices range from $117.63 to $118.09. Information regarding the number of shares sold at each separate price will be provided upon request by the Staff of the Securities and Exchange Commission, Sempra Energy or any security holder of Sempra Energy.

Employee Stock Option (1/4/2010 - 17,400 shares)SEC Table II · derivative / convertible security · Conversion / exercise price $55.90Direct0 Reported balance After 2018-11-09 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2018-11-09 · Exercise / conversion · Disposed 17,400 · Balance 0

F4: Not applicable.

F3: Employee stock options to purchase Sempra Energy Common Stock granted on the date and as to the original number of shares indicated parenthetically. Exercisable in cumulative installments as to one-fourth of the original grant on each of the first four anniversaries of the original grant date. Expire ten years from original grant date or following earlier termination of employment.

Employee Stock Option (2/11/2010 - 9,900 shares)SEC Table II · derivative / convertible security · Conversion / exercise price $49.77Direct0 Reported balance After 2018-11-09 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2018-11-09 · Exercise / conversion · Disposed 9,900 · Balance 0

F4: Not applicable.

F3: Employee stock options to purchase Sempra Energy Common Stock granted on the date and as to the original number of shares indicated parenthetically. Exercisable in cumulative installments as to one-fourth of the original grant on each of the first four anniversaries of the original grant date. Expire ten years from original grant date or following earlier termination of employment.

Common StockSEC Table I · non-derivativeIndirect401(k) savings plan 11/7/201826,749.87 Reported balance Holding disclosure · report date 2018-11-09 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 26,749.87

Filing footnotes · ownership attribution and instrument terms

F1: Weighted average of sales prices. Actual prices range from $116.63 to $117.60. Information regarding the number of shares sold at each separate price will be provided upon request by the Staff of the Securities and Exchange Commission, Sempra Energy or any security holder of Sempra Energy.

F2: Weighted average of sales prices. Actual prices range from $117.63 to $118.09. Information regarding the number of shares sold at each separate price will be provided upon request by the Staff of the Securities and Exchange Commission, Sempra Energy or any security holder of Sempra Energy.

F3: Employee stock options to purchase Sempra Energy Common Stock granted on the date and as to the original number of shares indicated parenthetically. Exercisable in cumulative installments as to one-fourth of the original grant on each of the first four anniversaries of the original grant date. Expire ten years from original grant date or following earlier termination of employment.

F4: Not applicable.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 10, 2026 Filed Jun 11, 2026 19:52 UTC CATERPILLAR INC CAT · Entity 2808 GrantCommon Stock 211 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-072907 · tm2617695-6_4seq1.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,204

F1 · balance_after: Includes adjustments for dividends accrued.

Read SEC document
May 27, 2026 Filed May 29, 2026 20:40 UTC CHEVRON CORP CVX · Entity 2804 GrantCommon Stock 1,272 $0.00 $0.00
Disclosure

SEC source: 0000093410-26-000146 · form4.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,420

F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (501) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 21:23 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 260.5044 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-26-002083 · doc4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 3,039.1356

Underlying: Common Stock · 260.5044 shares

Expires not disclosed

F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis.

F2 · price: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $652.58 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $652.58 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $652.58 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment.

Read SEC document
July 18, 2025 Filed Jul 23, 2025 00:06 UTC CHEVRON CORP CVX · Entity 2804 GrantCommon Stock 316 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-019498 · form4.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Reed Revocable Trust

Disclosed balance after: 4,591

F1 · kind: Securities acquired upon the effectiveness of the acquisition of Hess Corporation ("HES") by Chevron Corporation ("Chevron") on July 18, 2025, pursuant to the Agreement and Plan of Merger, dated October 22, 2023 by and among Chevron, Yankee Merger Sub Inc., a direct, wholly owned subsidiary of Chevron and HES. At the effective time, each outstanding share of HES common stock was converted into the right to receive 1.0250 of a share of Chevron common stock.

F1 · price: Securities acquired upon the effectiveness of the acquisition of Hess Corporation ("HES") by Chevron Corporation ("Chevron") on July 18, 2025, pursuant to the Agreement and Plan of Merger, dated October 22, 2023 by and among Chevron, Yankee Merger Sub Inc., a direct, wholly owned subsidiary of Chevron and HES. At the effective time, each outstanding share of HES common stock was converted into the right to receive 1.0250 of a share of Chevron common stock.

Read SEC document
June 11, 2025 Filed Jun 13, 2025 19:41 UTC CATERPILLAR INC CAT · Entity 2808 GrantCommon Stock 482 $352.53 $169,919.46
Disclosure

SEC source: 0001104659-25-059322 · tm2517984-7_4seq1.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,876

F1 · balance_after: Includes adjustments for dividends accrued.

Read SEC document
May 28, 2025 Filed May 30, 2025 00:55 UTC CHEVRON CORP CVX · Entity 2804 GrantCommon Stock 1,704 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-015952 · form4.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,482

F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (568) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

Read SEC document
February 14, 2025 Filed Feb 20, 2025 00:12 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 401.7108 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-25-002023 · doc4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 2,700.8034

Underlying: Common Stock · 401.7108 shares

Expires not disclosed

F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis.

F2 · price: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.19 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.19 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.19 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment.

Read SEC document
June 12, 2024 Filed Jun 13, 2024 17:10 UTC CATERPILLAR INC CAT · Entity 2808 GrantCommon Stock 517 $328.73 $169,953.41
Disclosure

SEC source: 0001104659-24-071178 · tm2417161-6_4seq1.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,219

F1 · balance_after: Includes adjustments for dividends accrued.

Read SEC document
May 29, 2024 Filed May 30, 2024 23:50 UTC CHEVRON CORP CVX · Entity 2804 GrantCommon Stock 1,477 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-017046 · form4.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,210

F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (444) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:04 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 401.7773 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-24-002554 · doc4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 2,240.5917

Underlying: Common Stock · 401.7773 shares

Expires not disclosed

F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis.

F2 · price: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.12 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.12 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.12 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment.

Read SEC document
June 14, 2023 Filed Jun 15, 2023 15:07 UTC CATERPILLAR INC CAT · Entity 2808 GrantCommon Stock 698 $243.32 $169,837.36
Disclosure

SEC source: 0001104659-23-071475 · tm2318786-9_4seq1.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,520

F1 · balance_after: Includes adjustments for dividends accrued.

Read SEC document
May 31, 2023 Filed Jun 2, 2023 20:34 UTC CHEVRON CORP CVX · Entity 2804 GrantCommon Stock 1,534 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-017555 · form4.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,289

F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (321) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:47 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 353.7908 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-23-002255 · doc4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 1,789.8954

Underlying: Common Stock · 353.7908 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock.

F2 · price: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $480.51 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $480.51 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $480.51 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment.

Read SEC document
June 08, 2022 Filed Jun 10, 2022 16:24 UTC CATERPILLAR INC CAT · Entity 2808 GrantCommon Stock 816 $229.80 $187,516.80
Disclosure

SEC source: 0000018230-22-000138 · wf-form4_165487828595618.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,617

F1 · balance_after: Includes adjustments for dividends accrued.

Read SEC document
May 25, 2022 Filed May 27, 2022 20:45 UTC CHEVRON CORP CVX · Entity 2804 GrantCommon Stock 1,303 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-015888 · form4.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,434

F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (337) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

Read SEC document
January 31, 2022 Filed Feb 2, 2022 23:10 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 417.5982 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-22-001331 · doc4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 1,399.6444

Underlying: Common Stock · 417.5982 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock.

F2 · price: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $389.13 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $389.13 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $389.13 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment.

Read SEC document
May 26, 2021 Filed May 28, 2021 20:49 UTC CHEVRON CORP CVX · Entity 2804 GrantCommon Stock 2,166 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-018338 · form4.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,794

F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (64) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

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
Disclosure

SEC source: 0000018230-21-000100 · wf-form4_161480098981946.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,578

F1 · balance_after: Includes adjustments for dividends accrued.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:23 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 501.4968 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-21-001596 · doc4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 953.7281

Underlying: Common Stock · 501.4968 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock.

F2 · price: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $324.03 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $324.03 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $324.03 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment.

Read SEC document
October 05, 2020 Filed Feb 9, 2021 21:38 UTC CHEVRON CORP CVX · Entity 2804 GrantCommon Stock 25 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-004713 · form5.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Reed Revocable Trust

Disclosed balance after: 4,275

F1 · kind: This Form 5 reports securities acquired upon the effectiveness of the acquisition of Noble Energy, Inc. ("Noble Energy") by Chevron Corporation ("Chevron") on October 5, 2020, pursuant to the Agreement and Plan of Merger, dated as of July 20, 2020, by and among Chevron, Chelsea Merger Sub, Inc., a direct, wholly-owned subsidiary of Chevron, and Noble Energy (the "Merger Agreement"). At the effective time, each outstanding share of Noble Energy common stock was converted into the right to receive 0.1191 of a share of Chevron common stock.

F1 · price: This Form 5 reports securities acquired upon the effectiveness of the acquisition of Noble Energy, Inc. ("Noble Energy") by Chevron Corporation ("Chevron") on October 5, 2020, pursuant to the Agreement and Plan of Merger, dated as of July 20, 2020, by and among Chevron, Chelsea Merger Sub, Inc., a direct, wholly-owned subsidiary of Chevron, and Noble Energy (the "Merger Agreement"). At the effective time, each outstanding share of Noble Energy common stock was converted into the right to receive 0.1191 of a share of Chevron common stock.

Read SEC document
August 28, 2020 Filed Sep 1, 2020 21:09 UTC CHEVRON CORP CVX · Entity 2804 OtherPhantom Stock · Derivative 73 $85.63 $6,250.99
Disclosure

SEC source: 0001127602-20-024576 · form4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,068

Underlying: Common Stock · 73 shares

Expires not disclosed

F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F3 · balance_after: This number includes dividend equivalent accruals (11) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan.

Read SEC document
June 01, 2020 Filed Jun 2, 2020 22:45 UTC CHEVRON CORP CVX · Entity 2804 OtherPhantom Stock · Derivative 202 $92.79 $18,743.58
Disclosure

SEC source: 0001127602-20-018528 · form4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 984

Underlying: Common Stock · 202 shares

Expires not disclosed

F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F3 · balance_after: This number includes dividend equivalent accruals (9) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan.

Read SEC document
May 27, 2020 Filed May 29, 2020 21:05 UTC CHEVRON CORP CVX · Entity 2804 GrantCommon Stock 2,411 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-018169 · form4.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,360

F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (102) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

Read SEC document
March 02, 2020 Filed Mar 3, 2020 23:35 UTC CATERPILLAR INC CAT · Entity 2808 GrantCommon Stock 1,176 $0.00 $0.00
Disclosure

SEC source: 0000018230-20-000100 · wf-form4_158327852976992.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,364

F1 · balance_after: Includes adjustments for dividends accrued.

Read SEC document
March 02, 2020 Filed Mar 4, 2020 21:38 UTC CHEVRON CORP CVX · Entity 2804 OtherPhantom Stock · Derivative 194 $96.59 $18,738.46
Disclosure

SEC source: 0001127602-20-009433 · form4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 773

Underlying: Common Stock · 194 shares

Expires not disclosed

F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F3 · balance_after: This number includes dividend equivalent accruals (4) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan.

Read SEC document
January 30, 2020 Filed Feb 3, 2020 23:17 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 372.7919 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-20-001509 · doc4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 440.1329

Underlying: Common Stock · 372.7919 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock.

F2 · price: In accordance with the Amended and Restated Lockheed Martin Corporation Directors' Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $435.90 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.exercise_date: In accordance with the Amended and Restated Lockheed Martin Corporation Directors' Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $435.90 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

F2 · derivative.expiration_date: In accordance with the Amended and Restated Lockheed Martin Corporation Directors' Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $435.90 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

Read SEC document
December 31, 2019 Filed Jan 2, 2020 22:54 UTC CATERPILLAR INC CAT · Entity 2808 GrantPhantom Stock Units · Derivative 254 $147.51 $37,467.54
Disclosure

SEC source: 0000018230-20-000010 · wf-form4_157800566285467.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,103

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
December 02, 2019 Filed Dec 4, 2019 21:05 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 67.341 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-19-015266 · doc4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 67.341

Underlying: Common Stock · 67.341 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock.

F2 · price: In accordance with the Lockheed Martin Corporation Directors' Equity Plan, the Reporting Person received a prorated award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $383.62 per share and vest on December 31, 2019, or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have payment begin on March 30 following vesting of the award.

F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Directors' Equity Plan, the Reporting Person received a prorated award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $383.62 per share and vest on December 31, 2019, or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have payment begin on March 30 following vesting of the award.

F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Directors' Equity Plan, the Reporting Person received a prorated award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $383.62 per share and vest on December 31, 2019, or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have payment begin on March 30 following vesting of the award.

Read SEC document
December 02, 2019 Filed Dec 4, 2019 21:42 UTC CHEVRON CORP CVX · Entity 2804 OtherPhantom Stock · Derivative 160 $116.80 $18,688.00
Disclosure

SEC source: 0001127602-19-034252 · form4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 575

Underlying: Common Stock · 160 shares

Expires not disclosed

F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F3 · balance_after: This number includes dividend equivalent accruals (4) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan.

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
Disclosure

SEC source: 0000018230-19-000258 · wf-form4_157004260555725.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,799

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
August 30, 2019 Filed Sep 4, 2019 20:27 UTC CHEVRON CORP CVX · Entity 2804 OtherPhantom Stock · Derivative 159 $117.72 $18,717.48
Disclosure

SEC source: 0001127602-19-027893 · form4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 411

Underlying: Common Stock · 159 shares

Expires not disclosed

F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F3 · derivative.underlying_shares: This number includes dividend equivalent accruals (2) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan.

Read SEC document
August 07, 2019 Filed Aug 9, 2019 20:34 UTC CHEVRON CORP CVX · Entity 2804 PurchaseCommon Stock 4,250 $118.14 $502,074.18
Disclosure

SEC source: 0001127602-19-026330 · form4.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Reed Revocable Trust

Disclosed balance after: 4,250

F1 · price: This transaction was executed in multiple trades at prices ranging from $118.11 and $118.15. The price reported above reflects the weighted-average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
June 28, 2019 Filed Jul 2, 2019 15:17 UTC CATERPILLAR INC CAT · Entity 2808 GrantPhantom Stock Units · Derivative 274 $136.64 $37,439.36
Disclosure

SEC source: 0000018230-19-000202 · wf-form4_156208060552526.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,445

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 29, 2019 Filed May 31, 2019 21:30 UTC CHEVRON CORP CVX · Entity 2804 GrantCommon Stock 1,901 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-020345 · form4.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,838

F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (10) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

Read SEC document
May 24, 2019 Filed May 29, 2019 20:46 UTC CHEVRON CORP CVX · Entity 2804 OtherPhantom Stock · Derivative 158 $118.71 $18,756.18
Disclosure

SEC source: 0001127602-19-020151 · form4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250

Underlying: Common Stock · 158 shares

Expires not disclosed

F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

Read SEC document
March 29, 2019 Filed Apr 2, 2019 15:29 UTC CATERPILLAR INC CAT · Entity 2808 GrantPhantom Stock Units · Derivative 278 $134.95 $37,516.10
Disclosure

SEC source: 0000018230-19-000132 · wf-form4_155421894770210.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,128

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.

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March 04, 2019 Filed Mar 6, 2019 23:03 UTC CATERPILLAR INC CAT · Entity 2808 GrantCommon Stock 1,084 $0.00 $0.00
Disclosure

SEC source: 0000018230-19-000105 · wf-form4_155191337483883.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,155

F1 · balance_after: Includes adjustments for dividends accrued.

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March 04, 2019 Filed Mar 6, 2019 21:34 UTC CHEVRON CORP CVX · Entity 2804 OtherPhantom Stock · Derivative 92 $122.12 $11,235.04
Disclosure

SEC source: 0001127602-19-010308 · form4.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92

Underlying: Common Stock · 92 shares

Expires not disclosed

F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.

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December 31, 2018 Filed Jan 3, 2019 17:14 UTC CATERPILLAR INC CAT · Entity 2808 GrantPhantom Stock Units · Derivative 297 $126.31 $37,514.07
Disclosure

SEC source: 0000018230-19-000010 · wf-form4_154653564067061.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,814

Underlying: Common Stock · 297 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.

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December 04, 2018 Filed Dec 6, 2018 21:31 UTC CHEVRON CORP CVX · Entity 2804 GrantCommon Stock 927 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-035390 · form4.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 927

F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.

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November 09, 2018 Filed Nov 13, 2018 22:47 UTC SEMPRA SRE · Entity 3017 Exercise / conversionEmployee Stock Option (2/11/2010 - 9,900 shares) · Derivative 9,900 Not disclosed Strike: $49.77 Not disclosed
Disclosure

SEC source: 0001228379-18-000097 · edgar.xml · derivative · entry 7

REED DEBRA L · CIK 0001225947 · Director · Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,900 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 · price: Not applicable.

F3 · derivative.exercise_date: Employee stock options to purchase Sempra Energy Common Stock granted on the date and as to the original number of shares indicated parenthetically. Exercisable in cumulative installments as to one-fourth of the original grant on each of the first four anniversaries of the original grant date. Expire ten years from original grant date or following earlier termination of employment.

F3 · derivative.expiration_date: Employee stock options to purchase Sempra Energy Common Stock granted on the date and as to the original number of shares indicated parenthetically. Exercisable in cumulative installments as to one-fourth of the original grant on each of the first four anniversaries of the original grant date. Expire ten years from original grant date or following earlier termination of employment.

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November 09, 2018 Filed Nov 13, 2018 22:47 UTC SEMPRA SRE · Entity 3017 Exercise / conversionEmployee Stock Option (1/4/2010 - 17,400 shares) · Derivative 17,400 Not disclosed Strike: $55.90 Not disclosed
Disclosure

SEC source: 0001228379-18-000097 · edgar.xml · derivative · entry 6

REED DEBRA L · CIK 0001225947 · Director · Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 17,400 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 · price: Not applicable.

F3 · derivative.exercise_date: Employee stock options to purchase Sempra Energy Common Stock granted on the date and as to the original number of shares indicated parenthetically. Exercisable in cumulative installments as to one-fourth of the original grant on each of the first four anniversaries of the original grant date. Expire ten years from original grant date or following earlier termination of employment.

F3 · derivative.expiration_date: Employee stock options to purchase Sempra Energy Common Stock granted on the date and as to the original number of shares indicated parenthetically. Exercisable in cumulative installments as to one-fourth of the original grant on each of the first four anniversaries of the original grant date. Expire ten years from original grant date or following earlier termination of employment.

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November 09, 2018 Filed Nov 13, 2018 22:47 UTC SEMPRA SRE · Entity 3017 SaleCommon Stock 3,900 $117.76 $459,264.00
Disclosure

SEC source: 0001228379-18-000097 · edgar.xml · nonDerivative · entry 4

REED DEBRA L · CIK 0001225947 · Director · Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 127,855.91

F2 · price: Weighted average of sales prices. Actual prices range from $117.63 to $118.09. Information regarding the number of shares sold at each separate price will be provided upon request by the Staff of the Securities and Exchange Commission, Sempra Energy or any security holder of Sempra Energy.

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November 09, 2018 Filed Nov 13, 2018 22:47 UTC SEMPRA SRE · Entity 3017 SaleCommon Stock 23,400 $117.11 $2,740,374.00
Disclosure

SEC source: 0001228379-18-000097 · edgar.xml · nonDerivative · entry 3

REED DEBRA L · CIK 0001225947 · Director · Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 131,755.91

F1 · price: Weighted average of sales prices. Actual prices range from $116.63 to $117.60. Information regarding the number of shares sold at each separate price will be provided upon request by the Staff of the Securities and Exchange Commission, Sempra Energy or any security holder of Sempra Energy.

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November 09, 2018 Filed Nov 13, 2018 22:47 UTC SEMPRA SRE · Entity 3017 Exercise / conversionCommon Stock 9,900 $49.77 $492,723.00
Disclosure

SEC source: 0001228379-18-000097 · edgar.xml · nonDerivative · entry 2

REED DEBRA L · CIK 0001225947 · Director · Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 155,155.91

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
November 09, 2018 Filed Nov 13, 2018 22:47 UTC SEMPRA SRE · Entity 3017 Exercise / conversionCommon Stock 17,400 $55.90 $972,660.00
Disclosure

SEC source: 0001228379-18-000097 · edgar.xml · nonDerivative · entry 1

REED DEBRA L · CIK 0001225947 · Director · Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 145,255.91

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
September 28, 2018 Filed Oct 1, 2018 20:28 UTC CATERPILLAR INC CAT · Entity 2808 GrantPhantom Stock Units · Derivative 247 $151.74 $37,479.78
Disclosure

SEC source: 0000018230-18-000267 · wf-form4_153842568576438.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,479

Underlying: Common Stock · 247 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
August 01, 2018 Filed Aug 3, 2018 19:24 UTC HALLIBURTON CO HAL · Entity 3141 Grant2018 Restricted Stock Units · Derivative 4,221 $0.00 $0.00
Disclosure

SEC source: 0000045012-18-000128 · edgar.xml · derivative · entry 2

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,221

Underlying: Common Stock · 4,221 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.

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June 30, 2018 Filed Jul 3, 2018 19:18 UTC HALLIBURTON CO HAL · Entity 3141 GrantStock Equivalent Units · Derivative 794.48 Not disclosed Not disclosed
Disclosure

SEC source: 0000045012-18-000113 · edgar.xml · derivative · entry 2

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,734.55

Underlying: Common Stock · 794.48 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to common stock on a one-for-one basis.

F2 · shares: Stock equivalents acquired under the Halliburton Company Directors' Deferred Compensation Plan reported on a pro rata basis to reflect Issuer's Plan quarter. Said Plan is an ongoing securities acquisition plan.

F4 · price: A portion of the stock equivalents attributable to quarterly dividends and a portion attributable to quarterly fees are based on the closing price on June 27, 2018 of $45.84 and June 28, 2018 of $45.63 respectively.

F3 · derivative.exercise_date: The stock equivalent units were accrued under the Company's Directors' Deferred Compensation Plan and are settled in the Company's common stock following cessation as a director.

F3 · derivative.expiration_date: The stock equivalent units were accrued under the Company's Directors' Deferred Compensation Plan and are settled in the Company's common stock following cessation as a director.

Read SEC document
June 29, 2018 Filed Jul 3, 2018 21:43 UTC CATERPILLAR INC CAT · Entity 2808 GrantPhantom Stock Units · Derivative 274 $136.72 $37,461.28
Disclosure

SEC source: 0000018230-18-000210 · wf-form4_153065421503347.xml · derivative · entry 1

REED DEBRA L · CIK 0001225947 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,199

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.