Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CATERPILLAR INCCAT · Entity 2808 | Director | June 10, 2026 | June 11, 2026 |
| CHEVRON CORPCVX · Entity 2804 | Director | May 27, 2026 | May 29, 2026 |
| HALLIBURTON COHAL · Entity 3141 | Director | August 01, 2018 | August 03, 2018 |
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director | February 13, 2026 | February 18, 2026 |
| SEMPRASRE · Entity 3017 | Director · Chairman | November 09, 2018 | November 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,204 |
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 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,420 |
Reported balance
After 2026-05-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | IndirectBy Reed Revocable Trust | 4,596 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2018 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,221 |
Reported balance
After 2018-08-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | Direct | 33,562 |
Reported balance
Holding disclosure · report date 2018-08-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 33,562 |
| 2017 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,335.51 |
Reported balance
Holding disclosure · report date 2018-08-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 4,307.858 |
Reported balance
Holding disclosure · report date 2018-08-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 4,681.973 |
Reported balance
Holding disclosure · report date 2018-08-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 2,777.682 |
Reported balance
Holding disclosure · report date 2018-08-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 3,884.199 |
Reported balance
Holding disclosure · report date 2018-08-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 5,748.225 |
Reported balance
Holding disclosure · report date 2018-08-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 21,734.55 |
Reported balance
Holding disclosure · report date 2018-08-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Equity Plan | 3,039.1356 |
Reported balance
After 2026-02-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 127,855.91 |
Ending reported balance
After 2018-11-09 transaction · row 4
4 source rows · reconciled sequenceRow 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 $55.90 | Direct | 0 |
Reported balance
After 2018-11-09 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 $49.77 | Direct | 0 |
Reported balance
After 2018-11-09 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | Indirect401(k) savings plan 11/7/2018 | 26,749.87 |
Reported balance
Holding disclosure · report date 2018-11-09 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| April 05, 2018 Filed Apr 6, 2018 20:55 UTC | SEMPRA SRE · Entity 3017 | Exercise / conversionEmployee Stock Option (1/2/2009 - 23,000 shares) · Derivative | 23,000 | Not disclosed Strike: $43.75 | Not disclosed |
DisclosureSEC source: 0001228379-18-000045 · edgar.xml · derivative · entry 6 REED DEBRA L · CIK 0001225947 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,000 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. F6 · price: Not applicable. F5 · 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. F5 · 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. Read SEC document |
| April 05, 2018 Filed Apr 6, 2018 20:55 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 10,947 | $111.42 | $1,219,714.74 |
DisclosureSEC source: 0001228379-18-000045 · edgar.xml · nonDerivative · entry 4 REED DEBRA L · CIK 0001225947 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,318.26 F1 · kind: Sold in accordance with a plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934. F4 · price: Weighted average of sales prices. Actual prices range from $111.00 to $111.75. 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. Read SEC document |
| April 05, 2018 Filed Apr 6, 2018 20:55 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 19,479 | $110.47 | $2,151,845.13 |
DisclosureSEC source: 0001228379-18-000045 · edgar.xml · nonDerivative · entry 3 REED DEBRA L · CIK 0001225947 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,265.26 F1 · kind: Sold in accordance with a plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934. F3 · price: Weighted average of sales prices. Actual prices range from $110.01 to $110.95. 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. Read SEC document |
| April 05, 2018 Filed Apr 6, 2018 20:55 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 19,483 | $109.69 | $2,137,090.27 |
DisclosureSEC source: 0001228379-18-000045 · edgar.xml · nonDerivative · entry 2 REED DEBRA L · CIK 0001225947 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,744.26 F1 · kind: Sold in accordance with a plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934. F2 · price: Weighted average of sales prices. Actual prices range from $109.03 to $110.00. 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. Read SEC document |
| April 05, 2018 Filed Apr 6, 2018 20:55 UTC | SEMPRA SRE · Entity 3017 | Exercise / conversionCommon Stock | 23,000 | $43.75 | $1,006,250.00 |
DisclosureSEC source: 0001228379-18-000045 · edgar.xml · nonDerivative · entry 1 REED DEBRA L · CIK 0001225947 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,227.26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 31, 2018 Filed Apr 2, 2018 21:35 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantStock Equivalent Units · Derivative | 771.21 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000045012-18-000078 · edgar.xml · derivative · entry 2 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,940.07 Underlying: Common Stock · 771.21 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 March 28, 2018 of $46.05 and March 29, 2018 of $46.94 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 |
| March 29, 2018 Filed Apr 2, 2018 23:50 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 255 | $147.17 | $37,528.35 |
DisclosureSEC source: 0000018230-18-000120 · wf-form4_152271300964855.xml · derivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,901 Underlying: Common Stock · 255 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 05, 2018 Filed Mar 8, 2018 00:05 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 993 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-18-000094 · wf-form4_152046752486600.xml · nonDerivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,047 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:46 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 12,370.79 | $105.43 | $1,304,252.39 |
DisclosureSEC source: 0001228379-18-000027 · edgar.xml · nonDerivative · entry 4 REED DEBRA L · CIK 0001225947 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,227.26 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:46 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 24,949.79 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000027 · edgar.xml · nonDerivative · entry 3 REED DEBRA L · CIK 0001225947 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,598.05 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:46 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 11,269.82 | $105.43 | $1,188,177.12 |
DisclosureSEC source: 0001228379-18-000027 · edgar.xml · nonDerivative · entry 2 REED DEBRA L · CIK 0001225947 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,648.26 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:46 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 25,599.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000027 · edgar.xml · nonDerivative · entry 1 REED DEBRA L · CIK 0001225947 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,918.08 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 00:55 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 22,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000018 · edgar.xml · nonDerivative · entry 1 REED DEBRA L · CIK 0001225947 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,318.25 Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:44 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantStock Equivalent Units · Derivative | 741.14 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000045012-18-000021 · edgar.xml · derivative · entry 2 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,168.86 Underlying: Common Stock · 741.14 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 December 28, 2017 of $48.57. 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 |
| December 29, 2017 Filed Jan 3, 2018 19:54 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 237 | $158.00 | $37,446.00 |
DisclosureSEC source: 0000018230-18-000016 · wf-form4_151500922813588.xml · derivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,623 Underlying: Common Stock · 237 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit is equivalent to one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 20:59 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantStock Equivalent Units · Derivative | 782.77 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000045012-17-000212 · edgar.xml · derivative · entry 2 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,427.72 Underlying: Common Stock · 782.77 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 September 27, 2017 of $45.58 and September 28, 2017 of $45.83 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 |
| September 29, 2017 Filed Oct 2, 2017 21:11 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 300 | $125.03 | $37,509.00 |
DisclosureSEC source: 0000018230-17-000284 · edgar.xml · derivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,362 Underlying: Common Stock · 300 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, 2017 Filed Aug 3, 2017 20:11 UTC | HALLIBURTON CO HAL · Entity 3141 | Grant2017 Restricted Stock Units · Derivative | 4,269 | $0.00 | $0.00 |
DisclosureSEC source: 0000045012-17-000173 · edgar.xml · derivative · entry 2 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,269 Underlying: Common Stock · 4,269 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. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 16:58 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantStock Equivalent Units · Derivative | 842.43 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000045012-17-000152 · edgar.xml · derivative · entry 2 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,644.95 Underlying: Common Stock · 842.43 shares Expires not disclosed F2 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F3 · 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. F5 · price: A portion of the stock equivalents attributable to quarterly fees and a portion attributable to quarterly dividends are based on the closing price on June 29, 2017 of $42.42 and June 28, 2017 of $42.01 respectively. F4 · 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. F4 · 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 30, 2017 Filed Jul 5, 2017 16:19 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 351 | $106.94 | $37,535.94 |
DisclosureSEC source: 0000018230-17-000213 · edgar.xml · derivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,034 Underlying: Common Stock · 351 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 awareded 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 23, 2017 Filed May 24, 2017 21:23 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 7,700 | $113.74 | $875,798.00 |
DisclosureSEC source: 0001228379-17-000077 · edgar.xml · nonDerivative · entry 2 REED DEBRA L · CIK 0001225947 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,645.23 F2 · price: Weighted average of sales prices. Actual prices range from $113.58 to $113.87. 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. Read SEC document |
| May 23, 2017 Filed May 24, 2017 21:23 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 15,300 | $113.28 | $1,733,184.00 |
DisclosureSEC source: 0001228379-17-000077 · edgar.xml · nonDerivative · entry 1 REED DEBRA L · CIK 0001225947 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,345.23 F1 · price: Weighted average of sales prices. Actual prices range from $112.55 to $113.54. 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. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:02 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantStock Equivalent Units · Derivative | 724.68 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000045012-17-000084 · edgar.xml · derivative · entry 2 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,802.52 Underlying: Common Stock · 724.68 shares Expires not disclosed F2 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F3 · 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. F5 · price: A portion of the stock equivalents attributable to quarterly fees and a portion attributable to quarterly dividends are based on the closing price on March 30, 2017 of $49.02 and March 22, 2017 of $49.83 respectively. F4 · 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. F4 · 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 |
| March 31, 2017 Filed Apr 3, 2017 22:55 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 405 | $92.63 | $37,515.15 |
DisclosureSEC source: 0000018230-17-000117 · edgar.xml · derivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,656 Underlying: Common Stock · 405 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 awareded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:42 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 1,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-17-000068 · edgar.xml · nonDerivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,054 Read SEC document |
| January 23, 2017 Filed Jan 24, 2017 00:20 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 17,300 | $102.34 | $1,770,482.00 |
DisclosureSEC source: 0001228379-17-000034 · edgar.xml · nonDerivative · entry 1 REED DEBRA L · CIK 0001225947 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,645.22 F1 · kind: Sold in accordance with a written instruction and plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934. F2 · price: Weighted average of sales prices. Actual prices range from $102.13 to $102.65. 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. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 00:30 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 126.98 | $102.58 | $13,025.61 |
DisclosureSEC source: 0001228379-17-000031 · edgar.xml · nonDerivative · entry 1 REED DEBRA L · CIK 0001225947 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,945.22 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 18:48 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 15,879.89 | $101.13 | $1,605,933.28 |
DisclosureSEC source: 0001228379-17-000022 · edgar.xml · nonDerivative · entry 2 REED DEBRA L · CIK 0001225947 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,828.85 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 18:48 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 33,063.89 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-17-000022 · edgar.xml · nonDerivative · entry 1 REED DEBRA L · CIK 0001225947 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,708.73 Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:21 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantStock Equivalent Units · Derivative | 655.85 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000045012-17-000012 · edgar.xml · derivative · entry 3 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,077.84 Underlying: Common Stock · 655.85 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 fees and a portion attributable to quarterly dividends are based on the closing price on December 29, 2016 of $54.04 and December 28, 2016 of $54.30 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 |
| December 30, 2016 Filed Jan 4, 2017 21:44 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 404 | $92.79 | $37,487.16 |
DisclosureSEC source: 0000018230-17-000016 · edgar.xml · derivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,226 Underlying: Common Stock · 404 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 |
| September 30, 2016 Filed Oct 3, 2016 16:42 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantStock Equivalent Units · Derivative | 801.34 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000045012-16-000381 · edgar.xml · derivative · entry 3 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,421.99 Underlying: Common Stock · 801.34 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 fees and a portion attributable to quarterly dividends are based on the closing price on September 29, 2016 of $44.18 and September 28, 2016 of $42.79 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 |
| September 30, 2016 Filed Oct 4, 2016 21:31 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 424 | $88.40 | $37,481.60 |
DisclosureSEC source: 0000018230-16-000667 · edgar.xml · derivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,797 Underlying: Common Stock · 424 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 |
| June 30, 2016 Filed Jul 5, 2016 18:17 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 501 | $74.91 | $37,529.91 |
DisclosureSEC source: 0000018230-16-000594 · edgar.xml · derivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,351 Underlying: Common Stock · 501 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 31, 2016 Filed Apr 4, 2016 21:49 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 489 | $76.69 | $37,501.41 |
DisclosureSEC source: 0000018230-16-000487 · edgar.xml · derivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,830 Underlying: Common Stock · 489 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 07, 2016 Filed Mar 9, 2016 21:21 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 1,672 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-16-000460 · edgar.xml · nonDerivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,747 Read SEC document |
| December 31, 2015 Filed Jan 5, 2016 20:55 UTC | CATERPILLAR INC CAT · Entity 2808 | Disposition to issuerPhantom Stock Units · Derivative | 547 | $68.52 | $37,480.44 |
DisclosureSEC source: 0000018230-16-000371 · edgar.xml · derivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,326 Underlying: Common Stock · 547 shares Expires not disclosed F1 · derivative.exercise_price: Each phatom 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. Read SEC document |
| September 30, 2015 Filed Oct 2, 2015 19:16 UTC | CATERPILLAR INC CAT · Entity 2808 | Disposition to issuerPhantom Stock Units · Derivative | 770 | $64.90 | $49,973.00 |
DisclosureSEC source: 0000018230-15-000309 · edgar.xml · derivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 770 Underlying: Common Stock · 770 shares Expires not disclosed F1 · derivative.exercise_price: Each phatom 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. Read SEC document |
| June 10, 2015 Filed Jun 11, 2015 21:32 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 825 | $88.48 | $72,996.00 |
DisclosureSEC source: 0000018230-15-000209 · edgar.xml · nonDerivative · entry 1 REED DEBRA L · CIK 0001225947 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 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.