Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HOME DEPOT, INC.HD · Entity 2816 | Director | May 21, 2026 | May 26, 2026 |
| IQVIA HOLDINGS INC.IQV · Entity 3058 | Director · See Remarks | July 29, 2026 | July 31, 2026 |
| RTX CorpUTX · Entity 2823 | Pres., Commercial & UTC EVP | March 25, 2010 | March 26, 2010 |
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.
HOME DEPOT, INC.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred SharesSEC Table II · derivative / convertible security | Direct | 90,686.4078 |
Reported balance
After 2026-05-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 796 · Balance 90,686.4078 F1: The Deferred Shares were granted under The Home Depot, Inc. Omnibus Stock Incentive Plan, as amended and restated May 19, 2022, and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Vesting of shares occurs on the date of the next annual shareholders meeting. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,611.6067 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Grant · Acquired 270.8908 · Balance 23,611.6067 F2: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The Deferred Shares were granted under The Home Depot, Inc. Omnibus Stock Incentive Plan, as amended and restated May 19, 2022, and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Vesting of shares occurs on the date of the next annual shareholders meeting.
F2: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan.
IQVIA HOLDINGS INC.
Report date July 29, 2026 · Filed July 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 835,941 |
Ending reported balance
After 2026-07-29 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2026-07-29 · Exercise / conversion · Acquired 156,206 · Balance 992,147 F1: Represents the exercise of stock appreciation rights expiring on February 2, 2027. Row 2 · 2026-07-29 · Sale · Disposed 4,465 · Balance 987,682 F1: Represents the exercise of stock appreciation rights expiring on February 2, 2027. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $247.00 to $247.18, inclusive. Row 3 · 2026-07-29 · Sale · Disposed 4,584 · Balance 983,098 F1: Represents the exercise of stock appreciation rights expiring on February 2, 2027. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $246.70 to $247.05, inclusive. Row 4 · 2026-07-29 · Sale · Disposed 44,039 · Balance 939,059 F1: Represents the exercise of stock appreciation rights expiring on February 2, 2027. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $245.70 to $246.58, inclusive. Row 5 · 2026-07-29 · Sale · Disposed 53,191 · Balance 885,868 F1: Represents the exercise of stock appreciation rights expiring on February 2, 2027. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $244.60 to $245.60, inclusive. Row 6 · 2026-07-29 · Disposition to issuer · Disposed 47,858 · Balance 838,010 F1: Represents the exercise of stock appreciation rights expiring on February 2, 2027. Row 7 · 2026-07-29 · Disposition to issuer · Disposed 2,069 · Balance 835,941 F1: Represents the exercise of stock appreciation rights expiring on February 2, 2027. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $78.21 · Expires 2027-02-02 | Direct | 0 |
Reported balance
After 2026-07-29 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-07-29 · Exercise / conversion · Disposed 156,206 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 543,302 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 543,302 F6: Shares held in Orohena Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the exercise of stock appreciation rights expiring on February 2, 2027.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $247.00 to $247.18, inclusive.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $246.70 to $247.05, inclusive.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $245.70 to $246.58, inclusive.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $244.60 to $245.60, inclusive.
F6: Shares held in Orohena Trust.
RTX Corp
Report date March 25, 2010 · Filed March 26, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,365 |
Ending reported balance
After 2010-03-25 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2010-03-25 · Exercise / conversion · Acquired 75,000 · Balance 144,365 Row 2 · 2010-03-25 · Sale · Disposed 5,600 · Balance 138,765 Row 3 · 2010-03-25 · Sale · Disposed 9,400 · Balance 129,365 Row 4 · 2010-03-25 · Sale · Disposed 15,000 · Balance 114,365 Row 5 · 2010-03-25 · Sale · Disposed 15,000 · Balance 99,365 Row 6 · 2010-03-25 · Sale · Disposed 30,000 · Balance 69,365 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.50 · Expires 2011-04-25 | Direct | 75,000 |
Reported balance
After 2010-03-25 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2010-03-25 · Exercise / conversion · Disposed 75,000 · Balance 75,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Savings Plan Trustee | 7,462.849 |
Reported balance
Holding disclosure · report date 2010-03-25 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 7,462.849 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 30,390 |
Reported balance
Holding disclosure · report date 2010-03-25 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 30,390 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
IMS Health Holdings, Inc.
Report date October 03, 2016 · Filed October 03, 2016
Section 16 reporting ended · disclosed 2016-10-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-10-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2016-10-03 · Grant · Acquired 95,704 · Balance 1,767,850 F1: On May 3, 2016, the issuer and Quintiles Transnational Holdings, Inc. ("Quintiles") entered into an Agreement and Plan of Merger pursuant to which on October 3, 2016 the issuer merged with and into Quintiles (the "merger"), the separate existence of the issuer ceased and Quintiles will continue as the surviving corporation, operating under the name Quintiles IMS Holdings, Inc. F2: On February 10, 2015, the reporting person was granted 80,289 performance-based restricted stock units. The shares are earned based on the company's financial results over a three-year period (January 1, 2015 - December 31, 2017). In connection with the merger and based on the performance criteria achieved, 95,704 shares of issuer common stock were issued to the recipient. The performance-based restricted stock unit was assumed by Quintiles in the merger and replaced with a time-based restricted stock unit of 36,750 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. The shares will vest on December 31, 2017. Row 2 · 2016-10-03 · Grant · Acquired 149,283 · Balance 1,917,133 F3: On February 2, 2016, the reporting person was granted 108,412 performance-based restricted stock units. The shares are earned based on the company's financial results over a three-year period (January 1, 2016 - December 31, 2018). In connection with the merger and based on the performance criteria achieved, 149,283 shares of issuer common stock were issued to the recipient. The performance-based restricted stock unit was assumed by Quintiles in the merger and replaced with a time-based restricted stock unit of 57,324 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. The shares will vest on December 31, 2018. Row 3 · 2016-10-03 · Disposition to issuer · Disposed 1,917,133 · Balance 0 F4: Disposed of pursuant to merger agreement in exchange for 736,177 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2016-10-03 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2016-10-03 · Disposition to issuer · Disposed 1,414,850 · Balance 0 F5: Disposed of pursuant to merger agreement in exchange for 543,302 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. F6: Shares held in Orohena Trust. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.80 · Expires 2020-12-01 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-10-03 · Disposition to issuer · Disposed 500,000 · Balance 0 F7: This option was assumed by Quintiles in the merger and replaced with an option to purchase 192,000 shares of Quintiles IMS Holdings, Inc. common stock at a price of $28.13 per share. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.20 · Expires 2020-12-01 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-10-03 · Disposition to issuer · Disposed 500,000 · Balance 0 F8: This option was assumed by Quintiles in the merger and replaced with an option to purchase 192,000 shares of Quintiles IMS Holdings, Inc. common stock at a price of $21.36 per share. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2020-12-01 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2016-10-03 · Disposition to issuer · Disposed 1,200,000 · Balance 0 F9: This option was assumed by Quintiles in the merger and replaced with an option to purchase 460,800 shares of Quintiles IMS Holdings, Inc. common stock at a price of $26.05 per share. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.80 · Expires 2020-12-01 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2016-10-03 · Disposition to issuer · Disposed 600,000 · Balance 0 F10: This option was assumed by Quintiles in the merger and replaced with an option to purchase 230,400 shares of Quintiles IMS Holdings, Inc. common stock at a price of $15.11 per share. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.20 · Expires 2020-12-01 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2016-10-03 · Disposition to issuer · Disposed 1,200,000 · Balance 0 F11: This option was assumed by Quintiles in the merger and replaced with an option to purchase 460,800 shares of Quintiles IMS Holdings, Inc. common stock at a price of $8.34 per share. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $25.02 · Expires 2025-02-10 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2016-10-03 · Disposition to issuer · Disposed 53,937 · Balance 0 F12: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 20,711 shares of Quintiles IMS Holdings, Inc. common stock at a price of $65.16 per share. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $25.02 · Expires 2025-02-10 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2016-10-03 · Disposition to issuer · Disposed 161,812 · Balance 0 F14: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 62,136 shares of Quintiles IMS Holdings, Inc. common stock at a price of $65.16 per share. F13: This stock appreciation right vests in three annual installments beginning on February 10, 2017. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $23.00 · Expires 2026-02-02 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2016-10-03 · Disposition to issuer · Disposed 332,272 · Balance 0 F16: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 127,592 shares of Quintiles IMS Holdings, Inc. common stock at a price of $59.90 per share. F15: This stock appreciation right vests in four annual installments beginning on February 2, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 3, 2016, the issuer and Quintiles Transnational Holdings, Inc. ("Quintiles") entered into an Agreement and Plan of Merger pursuant to which on October 3, 2016 the issuer merged with and into Quintiles (the "merger"), the separate existence of the issuer ceased and Quintiles will continue as the surviving corporation, operating under the name Quintiles IMS Holdings, Inc.
F2: On February 10, 2015, the reporting person was granted 80,289 performance-based restricted stock units. The shares are earned based on the company's financial results over a three-year period (January 1, 2015 - December 31, 2017). In connection with the merger and based on the performance criteria achieved, 95,704 shares of issuer common stock were issued to the recipient. The performance-based restricted stock unit was assumed by Quintiles in the merger and replaced with a time-based restricted stock unit of 36,750 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. The shares will vest on December 31, 2017.
F3: On February 2, 2016, the reporting person was granted 108,412 performance-based restricted stock units. The shares are earned based on the company's financial results over a three-year period (January 1, 2016 - December 31, 2018). In connection with the merger and based on the performance criteria achieved, 149,283 shares of issuer common stock were issued to the recipient. The performance-based restricted stock unit was assumed by Quintiles in the merger and replaced with a time-based restricted stock unit of 57,324 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. The shares will vest on December 31, 2018.
F4: Disposed of pursuant to merger agreement in exchange for 736,177 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger.
F5: Disposed of pursuant to merger agreement in exchange for 543,302 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger.
F6: Shares held in Orohena Trust.
F7: This option was assumed by Quintiles in the merger and replaced with an option to purchase 192,000 shares of Quintiles IMS Holdings, Inc. common stock at a price of $28.13 per share.
F8: This option was assumed by Quintiles in the merger and replaced with an option to purchase 192,000 shares of Quintiles IMS Holdings, Inc. common stock at a price of $21.36 per share.
F9: This option was assumed by Quintiles in the merger and replaced with an option to purchase 460,800 shares of Quintiles IMS Holdings, Inc. common stock at a price of $26.05 per share.
F10: This option was assumed by Quintiles in the merger and replaced with an option to purchase 230,400 shares of Quintiles IMS Holdings, Inc. common stock at a price of $15.11 per share.
F11: This option was assumed by Quintiles in the merger and replaced with an option to purchase 460,800 shares of Quintiles IMS Holdings, Inc. common stock at a price of $8.34 per share.
F12: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 20,711 shares of Quintiles IMS Holdings, Inc. common stock at a price of $65.16 per share.
F13: This stock appreciation right vests in three annual installments beginning on February 10, 2017.
F14: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 62,136 shares of Quintiles IMS Holdings, Inc. common stock at a price of $65.16 per share.
F15: This stock appreciation right vests in four annual installments beginning on February 2, 2017.
F16: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 127,592 shares of Quintiles IMS Holdings, Inc. common stock at a price of $59.90 per share.
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 |
|---|---|---|---|---|---|---|
| March 19, 2010 Filed Mar 23, 2010 21:01 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,800 | $73.47 | $132,246.00 |
DisclosureSEC source: 0001225208-10-008815 · doc4.xml · nonDerivative · entry 11 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,865 Read SEC document |
| March 19, 2010 Filed Mar 23, 2010 21:01 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,700 | $73.44 | $124,848.00 |
DisclosureSEC source: 0001225208-10-008815 · doc4.xml · nonDerivative · entry 10 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,665 Read SEC document |
| March 19, 2010 Filed Mar 23, 2010 21:01 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,700 | $73.51 | $124,967.00 |
DisclosureSEC source: 0001225208-10-008815 · doc4.xml · nonDerivative · entry 9 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,365 Read SEC document |
| March 19, 2010 Filed Mar 23, 2010 21:01 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,500 | $73.55 | $110,325.00 |
DisclosureSEC source: 0001225208-10-008815 · doc4.xml · nonDerivative · entry 8 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,065 Read SEC document |
| March 19, 2010 Filed Mar 23, 2010 21:01 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,100 | $73.42 | $80,762.00 |
DisclosureSEC source: 0001225208-10-008815 · doc4.xml · nonDerivative · entry 7 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,565 Read SEC document |
| March 19, 2010 Filed Mar 23, 2010 21:01 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,000 | $73.41 | $73,410.00 |
DisclosureSEC source: 0001225208-10-008815 · doc4.xml · nonDerivative · entry 6 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,665 Read SEC document |
| March 19, 2010 Filed Mar 23, 2010 21:01 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 400 | $73.58 | $29,432.00 |
DisclosureSEC source: 0001225208-10-008815 · doc4.xml · nonDerivative · entry 5 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,665 Read SEC document |
| March 19, 2010 Filed Mar 23, 2010 21:01 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 100 | $73.43 | $7,343.00 |
DisclosureSEC source: 0001225208-10-008815 · doc4.xml · nonDerivative · entry 4 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,065 Read SEC document |
| March 19, 2010 Filed Mar 23, 2010 21:01 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 100 | $73.51 | $7,350.50 |
DisclosureSEC source: 0001225208-10-008815 · doc4.xml · nonDerivative · entry 3 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,165 Read SEC document |
| March 19, 2010 Filed Mar 23, 2010 21:01 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 100 | $73.56 | $7,356.00 |
DisclosureSEC source: 0001225208-10-008815 · doc4.xml · nonDerivative · entry 2 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,265 Read SEC document |
| March 19, 2010 Filed Mar 23, 2010 21:01 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 108,000 | $37.63 | $4,063,500.00 |
DisclosureSEC source: 0001225208-10-008815 · doc4.xml · nonDerivative · entry 1 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,365 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 |
| February 09, 2010 Filed Feb 10, 2010 22:24 UTC | RTX Corp UTX · Entity 2823 | Tax withholdingCommon Stock | 10,431 | $65.40 | $682,187.40 |
DisclosureSEC source: 0001225208-10-003919 · doc4.xml · nonDerivative · entry 2 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,457 Read SEC document |
| February 09, 2010 Filed Feb 10, 2010 22:24 UTC | RTX Corp UTX · Entity 2823 | GrantCommon Stock | 27,600 | $65.40 | $1,805,040.00 |
DisclosureSEC source: 0001225208-10-003919 · doc4.xml · nonDerivative · entry 1 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,888 F1 · shares: The acquisition of shares of UTC common stock represents the vesting of performance share units (PSUs) previously awarded on January 3, 2007 to the reporting person under the UTC 2005 Long Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. The PSUs vested solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three year performance period. Read SEC document |
| January 04, 2010 Filed Jan 6, 2010 22:14 UTC | RTX Corp UTX · Entity 2823 | GrantStock Appreciation Right · Derivative | 153,500 | $0.00 Strike: $71.63 | $0.00 |
DisclosureSEC source: 0001225208-10-001005 · doc4.xml · derivative · entry 1 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,500 Underlying: Common Stock · 153,500 shares Expires 2020-01-03 F1 · balance_after: The reporting person was also awarded 44,100 performance share units (PSUs) under the UTC Long Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. These PSUs vest solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three year performance period. Read SEC document |
| November 17, 2009 Filed Nov 19, 2009 22:11 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 125,000 | $0.00 Strike: $38.50 | $0.00 |
DisclosureSEC source: 0001225208-09-022599 · doc4.xml · derivative · entry 6 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 125,000 shares Expires 2011-04-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 17, 2009 Filed Nov 19, 2009 22:11 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 122,300 | $69.75 | $8,530,425.00 |
DisclosureSEC source: 0001225208-09-022599 · doc4.xml · nonDerivative · entry 3 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,288 Read SEC document |
| November 17, 2009 Filed Nov 19, 2009 22:11 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 2,700 | $69.75 | $188,327.70 |
DisclosureSEC source: 0001225208-09-022599 · doc4.xml · nonDerivative · entry 2 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,588 Read SEC document |
| November 17, 2009 Filed Nov 19, 2009 22:11 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 125,000 | $38.50 | $4,812,500.00 |
DisclosureSEC source: 0001225208-09-022599 · doc4.xml · nonDerivative · entry 1 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,288 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 |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 125,000 | $0.00 Strike: $38.50 | $0.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · derivative · entry 20 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,000 Underlying: Common Stock · 125,000 shares Expires 2011-04-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 25,000 | $58.80 | $1,470,000.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 17 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,288 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 21,700 | $58.75 | $1,274,875.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 16 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,288 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 17,500 | $58.76 | $1,028,300.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 15 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,988 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 10,500 | $58.77 | $617,085.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 14 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,488 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 9,700 | $58.65 | $568,905.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 13 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,988 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 8,400 | $58.68 | $492,912.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 12 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,688 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 6,700 | $58.78 | $393,826.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 11 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,088 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 6,600 | $58.74 | $387,684.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 10 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,788 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 5,700 | $58.67 | $334,419.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 9 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,388 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 4,000 | $58.71 | $234,840.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 8 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,088 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 3,800 | $58.69 | $223,022.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 7 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,088 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,800 | $58.66 | $105,588.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 6 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,888 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 1,800 | $58.73 | $105,714.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 5 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,688 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 800 | $58.70 | $46,960.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 4 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,488 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 800 | $58.72 | $46,976.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 3 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,288 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 200 | $58.77 | $11,753.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 2 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,088 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 21:25 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 125,000 | $38.50 | $4,812,500.00 |
DisclosureSEC source: 0001225208-09-017793 · doc4.xml · nonDerivative · entry 1 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,288 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 28, 2009 Filed Jun 1, 2009 21:37 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Stock Units · Derivative | 2,643.1718 | $22.70 | $60,000.00 |
DisclosureSEC source: 0001209191-09-029938 · doc4.xml · derivative · entry 2 BOUSBIB ARI · CIK 0001184180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,768.1424 Underlying: Common Stock · 2,643.1718 shares Expires not disclosed F2 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.exercise_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.expiration_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. Read SEC document |
| May 28, 2009 Filed Jun 1, 2009 21:37 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Shares · Derivative | 10,132.1586 | $22.70 | $230,000.00 |
DisclosureSEC source: 0001209191-09-029938 · doc4.xml · derivative · entry 1 BOUSBIB ARI · CIK 0001184180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,336.7403 Underlying: Common Stock · 10,132.1586 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Shares were granted under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.exercise_date: The Deferred Shares were granted under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.expiration_date: The Deferred Shares were granted under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Read SEC document |
| February 09, 2009 Filed Feb 11, 2009 22:10 UTC | RTX Corp UTX · Entity 2823 | Tax withholdingCommon Stock | 23,576 | $49.62 | $1,169,841.12 |
DisclosureSEC source: 0001225208-09-003409 · doc4.xml · nonDerivative · entry 2 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,288 Read SEC document |
| February 09, 2009 Filed Feb 11, 2009 22:10 UTC | RTX Corp UTX · Entity 2823 | GrantCommon Stock | 61,464 | $49.62 | $3,049,843.68 |
DisclosureSEC source: 0001225208-09-003409 · doc4.xml · nonDerivative · entry 1 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,864 F1 · shares: The acquisition of shares of UTC common stock represents the vesting of performance share units (PSUs) previously awarded on January 3, 2006 to the reporting person under the UTC 2005 Long Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. The PSUs vested solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three year performance period. Read SEC document |
| January 02, 2009 Filed Jan 6, 2009 22:08 UTC | RTX Corp UTX · Entity 2823 | GrantStock Appreciation Right · Derivative | 180,000 | $0.00 Strike: $54.95 | $0.00 |
DisclosureSEC source: 0001225208-09-000818 · doc4.xml · derivative · entry 1 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common Stock · 180,000 shares Expires 2019-01-01 F1 · balance_after: The reporting person was also awarded 41,300 performance share units (PSUs) under the UTC Long Term Incentive Plan. Each PSU has a value equal to one share of UTC common stock. These PSUs vest solely upon achievement of pre-established performance targets for UTC's earnings per share and total shareholder return over a three year performance period. Read SEC document |
| December 31, 2008 Filed Jan 5, 2009 22:08 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 80,000 | $0.00 Strike: $31.25 | $0.00 |
DisclosureSEC source: 0001225208-09-000508 · doc4.xml · derivative · entry 13 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 80,000 shares Expires 2010-01-02 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 |
| December 31, 2008 Filed Jan 5, 2009 22:08 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 40,000 | $53.75 | $2,150,000.00 |
DisclosureSEC source: 0001225208-09-000508 · doc4.xml · nonDerivative · entry 10 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Read SEC document |
| December 31, 2008 Filed Jan 5, 2009 22:08 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 14,300 | $53.78 | $769,054.00 |
DisclosureSEC source: 0001225208-09-000508 · doc4.xml · nonDerivative · entry 9 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,400 Read SEC document |
| December 31, 2008 Filed Jan 5, 2009 22:08 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 6,800 | $53.77 | $365,636.00 |
DisclosureSEC source: 0001225208-09-000508 · doc4.xml · nonDerivative · entry 8 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,700 Read SEC document |
| December 31, 2008 Filed Jan 5, 2009 22:08 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 4,600 | $53.80 | $247,480.00 |
DisclosureSEC source: 0001225208-09-000508 · doc4.xml · nonDerivative · entry 7 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,500 Read SEC document |
| December 31, 2008 Filed Jan 5, 2009 22:08 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 4,100 | $53.79 | $220,539.00 |
DisclosureSEC source: 0001225208-09-000508 · doc4.xml · nonDerivative · entry 6 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,100 Read SEC document |
| December 31, 2008 Filed Jan 5, 2009 22:08 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 3,900 | $53.82 | $209,898.00 |
DisclosureSEC source: 0001225208-09-000508 · doc4.xml · nonDerivative · entry 5 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,200 Read SEC document |
| December 31, 2008 Filed Jan 5, 2009 22:08 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 3,300 | $53.83 | $177,639.00 |
DisclosureSEC source: 0001225208-09-000508 · doc4.xml · nonDerivative · entry 4 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,100 Read SEC document |
| December 31, 2008 Filed Jan 5, 2009 22:08 UTC | RTX Corp UTX · Entity 2823 | SaleCommon Stock | 2,000 | $53.76 | $107,520.00 |
DisclosureSEC source: 0001225208-09-000508 · doc4.xml · nonDerivative · entry 3 BOUSBIB ARI · CIK 0001184180 · Pres., Commercial & UTC EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,400 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.