Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Inc.AAPL · Entity 2389 | Director | February 24, 2026 | February 26, 2026 |
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | September 30, 2026 | October 02, 2026 |
| JOHNSON & JOHNSONJNJ · Entity 2722 | Director | January 17, 2023 | January 18, 2023 |
| JPMORGAN CHASE & COJPM · Entity 2795 | Director | January 20, 2026 | January 22, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Apple Inc.
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2027-02-01 | Direct | 1,139 |
Reported balance
After 2026-02-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-24 · Grant · Acquired 1,139 · Balance 1,139 F1: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan, as Amended and Restated. F2: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan, as Amended and Restated.
F2: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
F3: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date.
INTERNATIONAL BUSINESS MACHINES CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 35,343 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 489 · Balance 35,343 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
JOHNSON & JOHNSON
Report date January 17, 2023 · Filed January 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 766,583.671 |
Ending reported balance
After 2023-01-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-17 · Exercise / conversion · Acquired 547,692 · Balance 1,133,193.671 F1: Reflects the auto-exercise of options immediately prior to their expiration. Row 2 · 2023-01-17 · Tax withholding · Disposed 366,610 · Balance 766,583.671 F2: Shares withheld for payment of the exercise price and taxes in connection with the exercise of the options reported on the Form 4. |
| Employee Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $72.54 · Expires 2023-01-13 | Direct | 0 |
Reported balance
After 2023-01-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-01-17 · Exercise / conversion · Disposed 547,692 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy 401k | 678 |
Reported balance
Holding disclosure · report date 2023-01-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 678 F3: Includes shares accrued due to dividend reinvestment in the Johnson & Johnson Stock Fund under the Johnson & Johnson Savings Plan as of the Plan's most recent reporting date (12/30/2022). |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 1,074 |
Reported balance
Holding disclosure · report date 2023-01-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,074 F4: Shares held by ESOP under the Johnson & Johnson Savings Plan as of the Plan's most recent reporting date (12/30/2022) |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the auto-exercise of options immediately prior to their expiration.
F2: Shares withheld for payment of the exercise price and taxes in connection with the exercise of the options reported on the Form 4.
F3: Includes shares accrued due to dividend reinvestment in the Johnson & Johnson Stock Fund under the Johnson & Johnson Savings Plan as of the Plan's most recent reporting date (12/30/2022).
F4: Shares held by ESOP under the Johnson & Johnson Savings Plan as of the Plan's most recent reporting date (12/30/2022)
JPMORGAN CHASE & CO
Report date January 20, 2026 · Filed January 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,293.5825 |
Reported balance
After 2026-01-20 transaction · row 1
1 source rowRow 1 · 2026-01-20 · Grant · Acquired 913.5251 · Balance 7,293.5825 F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 00:30 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 489 | $219.93 Strike: $0.00 | $107,545.77 |
DisclosureSEC source: 0001453149-26-000008 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,343 Underlying: Common Stock · 489 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:05 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 383 | $281.21 Strike: $0.00 | $107,703.43 |
DisclosureSEC source: 0001453149-26-000007 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,605 Underlying: Common Stock · 383 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 21:08 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 444 | $242.39 Strike: $0.00 | $107,621.16 |
DisclosureSEC source: 0001453149-26-000006 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,011 Underlying: Common Stock · 444 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 23:31 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001453149-26-000005 · wk-form4_1772148681.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,139 Underlying: Common Stock · 1,139 shares Expires 2027-02-01 F1 · security: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan, as Amended and Restated. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 23:33 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,255 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001453149-26-000003 · wk-form4_1770161602.xml · derivative · entry 2 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,255 shares Expires 2026-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2 · derivative.exercise_date: This restricted stock unit award was granted on February 25, 2025 and vested entirely on February 1, 2026. F2 · derivative.expiration_date: This restricted stock unit award was granted on February 25, 2025 and vested entirely on February 1, 2026. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 23:33 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,255 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001453149-26-000003 · wk-form4_1770161602.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,794 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 913.5251 | $306.51 | $280,000.01 |
DisclosureSEC source: 0001225208-26-000742 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,293.5825 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 21:02 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 363 | $296.21 Strike: $0.00 | $107,524.23 |
DisclosureSEC source: 0001453149-26-000001 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,344 Underlying: Common Stock · 363 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 21:22 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 381 | $282.16 Strike: $0.00 | $107,502.96 |
DisclosureSEC source: 0001453149-25-000005 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,805 Underlying: Common Stock · 381 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 20:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 365 | $294.78 Strike: $0.00 | $107,594.70 |
DisclosureSEC source: 0001562180-25-005173 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,213 Underlying: Common Stock · 365 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 20:52 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 433 | $248.66 Strike: $0.00 | $107,669.78 |
DisclosureSEC source: 0001562180-25-002849 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,656 Underlying: Common Stock · 433 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 23:31 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-25-000031 · wk-form4_1740699102.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,255 Underlying: Common Stock · 1,255 shares Expires 2026-02-01 F1 · security: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2026, assuming continued service through the vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2026, assuming continued service through the vesting date. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 23:32 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,516 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-25-000017 · wk-form4_1738711922.xml · derivative · entry 2 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,516 shares Expires 2025-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2 · derivative.exercise_date: This restricted stock unit award was granted on February 28, 2024 and vested entirely on February 1, 2025. F2 · derivative.expiration_date: This restricted stock unit award was granted on February 28, 2024 and vested entirely on February 1, 2025. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 23:32 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,516 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-25-000017 · wk-form4_1738711922.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,539 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:27 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,011.9262 | $261.88 | $265,000.00 |
DisclosureSEC source: 0001225208-25-000774 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,251.3491 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 22:51 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 455 | $219.83 Strike: $0.00 | $100,022.65 |
DisclosureSEC source: 0001562180-25-000020 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,022 Underlying: Common Stock · 455 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 156.439 | $239.71 | $37,499.99 |
DisclosureSEC source: 0001225208-25-000041 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,212.8239 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 22:42 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 453 | $221.08 Strike: $0.00 | $100,149.24 |
DisclosureSEC source: 0001562180-24-007081 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,348 Underlying: Common Stock · 453 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 177.8431 | $210.86 | $37,500.00 |
DisclosureSEC source: 0001225208-24-008936 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,027.1534 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2024 Filed Jul 1, 2024 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 185.4049 | $202.26 | $37,500.00 |
DisclosureSEC source: 0001225208-24-007099 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,822.721 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 579 | $172.95 Strike: $0.00 | $100,138.05 |
DisclosureSEC source: 0001562180-24-005531 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,655 Underlying: Common Stock · 579 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 20:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 187.2192 | $200.30 | $37,500.01 |
DisclosureSEC source: 0001225208-24-004810 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,610.9716 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 21:40 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 524 | $190.96 Strike: $0.00 | $100,063.04 |
DisclosureSEC source: 0001562180-24-003107 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,794 Underlying: Common Stock · 524 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 23:32 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,516 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-24-000034 · wk-form4_1709335956.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,516 Underlying: Common Stock · 1,516 shares Expires 2025-02-01 F1 · security: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2025, assuming continued service through the vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2025, assuming continued service through the vesting date. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 23:32 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,852 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-24-000017 · wk-form4_1707175959.xml · derivative · entry 2 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,852 shares Expires 2024-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2 · derivative.exercise_date: This restricted stock unit award was granted on March 10, 2023 and vested entirely on February 1, 2024. F2 · derivative.expiration_date: This restricted stock unit award was granted on March 10, 2023 and vested entirely on February 1, 2024. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 23:32 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,852 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-24-000017 · wk-form4_1707175959.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,023 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 21:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,594.5125 | $166.20 | $265,000.00 |
DisclosureSEC source: 0001225208-24-001009 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,423.7524 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 191.0641 | $170.10 | $32,500.00 |
DisclosureSEC source: 0001225208-24-000214 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,812.6314 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 23:41 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 612 | $163.55 Strike: $0.00 | $100,092.60 |
DisclosureSEC source: 0001562180-24-000141 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,028 Underlying: Common Stock · 612 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2023 Filed Oct 2, 2023 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 224.107 | $145.02 | $32,500.00 |
DisclosureSEC source: 0001225208-23-009116 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,603.3632 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 713 | $140.30 Strike: $0.00 | $100,033.90 |
DisclosureSEC source: 0001562180-23-007140 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,141 Underlying: Common Stock · 713 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 748 | $133.81 Strike: $0.00 | $100,089.88 |
DisclosureSEC source: 0001562180-23-005696 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,136 Underlying: Common Stock · 748 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 223.4598 | $145.44 | $32,499.99 |
DisclosureSEC source: 0001225208-23-007121 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,363.366 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:37 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 763 | $131.09 Strike: $0.00 | $100,021.67 |
DisclosureSEC source: 0001562180-23-003240 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,083 Underlying: Common Stock · 763 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 255.3485 | $130.31 | $33,274.46 |
DisclosureSEC source: 0001225208-23-004369 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,123.9323 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 22:31 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-23-000033 · wf-form4_167883310220723.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,852 Underlying: Common Stock · 1,852 shares Expires 2024-02-01 F1 · security: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2024, assuming continued service through the vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2024, assuming continued service through the vesting date. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 23:33 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-23-000017 · wf-form4_167546717269434.xml · derivative · entry 2 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,685 shares Expires 2023-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2 · derivative.exercise_date: This restricted stock unit award was granted on March 4, 2022 and vested entirely on February 1, 2023. F2 · derivative.expiration_date: This restricted stock unit award was granted on March 4, 2022 and vested entirely on February 1, 2023. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 23:33 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-23-000017 · wf-form4_167546717269434.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,171 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 21:39 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 547,692 | $72.54 Strike: $72.54 | $39,729,577.68 |
DisclosureSEC source: 0001225208-23-000735 · doc4.xml · derivative · entry 5 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 547,692 shares Expires 2023-01-13 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 |
| January 17, 2023 Filed Jan 18, 2023 21:39 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Tax withholdingCommon Stock | 366,610 | $173.43 | $63,581,172.30 |
DisclosureSEC source: 0001225208-23-000735 · doc4.xml · nonDerivative · entry 2 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766,583.671 F2 · shares: Shares withheld for payment of the exercise price and taxes in connection with the exercise of the options reported on the Form 4. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 21:39 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon Stock | 547,692 | $72.54 | $39,729,577.68 |
DisclosureSEC source: 0001225208-23-000735 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,193.671 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects the auto-exercise of options immediately prior to their expiration. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:30 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000771 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,868.5838 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 21:20 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 648 | $140.89 Strike: $0.00 | $91,296.72 |
DisclosureSEC source: 0001562180-23-000020 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,005 Underlying: Common Stock · 648 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 769 | $118.81 Strike: $0.00 | $91,364.89 |
DisclosureSEC source: 0001562180-22-006913 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,102 Underlying: Common Stock · 769 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:30 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 647 | $141.19 Strike: $0.00 | $91,349.93 |
DisclosureSEC source: 0001562180-22-005449 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,055 Underlying: Common Stock · 647 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 21:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 677 | $130.02 Strike: $0.00 | $88,023.54 |
DisclosureSEC source: 0001562180-22-003072 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,153 Underlying: Common Stock · 677 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 23:33 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,685 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-22-000036 · wf-form4_164678236531567.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,685 Underlying: Common Stock · 1,685 shares Expires 2023-02-01 F1 · security: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2023, assuming continued service through the vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2023, assuming continued service through the vesting date. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 11:00 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionPerformance Share Units · Derivative | 60,965 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002371 · doc4.xml · derivative · entry 7 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,809 Underlying: Common Stock · 60,965 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. F7 · derivative.exercise_price: Performance Share Units awarded under Issuer's Long-Term Incentive Plan on February 11, 2019. A portion of these Performance Share Units have been forfeited. F7 · derivative.expiration_date: Performance Share Units awarded under Issuer's Long-Term Incentive Plan on February 11, 2019. A portion of these Performance Share Units have been forfeited. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 11:00 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Tax withholdingCommon Stock | 26,472 | $165.89 | $4,391,440.08 |
DisclosureSEC source: 0001225208-22-002371 · doc4.xml · nonDerivative · entry 2 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585,447.15 F2 · shares: Shares withheld for payment of taxes upon vesting of Performance Share Units. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 11:00 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon Stock | 60,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002371 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611,919.15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance Share Units awarded under Issuer's Long-Term Incentive Plan on February 11, 2019; converted into shares of Common Stock upon vesting. 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.