Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMGEN INCAMGN · Entity 2832 | Director | May 19, 2023 | May 23, 2023 |
| Apple Inc.AAPL · Entity 2389 | Director | February 24, 2026 | February 26, 2026 |
| CHEVRON CORPCVX · Entity 2804 | Director | May 25, 2022 | May 27, 2022 |
| SUMISHO AIR LEASE CORPAL · Entity 52868 | Director | May 08, 2019 | May 09, 2019 |
| Uber Technologies, IncUBER · Entity 2867 | Director | May 03, 2026 | May 05, 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.
AMGEN INC
Report date May 19, 2023 · Filed May 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,682 |
Reported balance
After 2023-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-19 · Grant · Acquired 939 · Balance 19,682 F1: The Restricted Stock Units (RSUs) were granted pursuant to the Amgen Inc. 2009 Director Incentive Program, as amended, under the Amgen Inc. 2009 Amended and Restated Equity Incentive Plan (the Director Program) and vested immediately. Vested RSUs are paid in shares of the Company's common stock on a one-to-one basis. Vested RSUs may be deferred by the director, in which case, payment will occur according to the elected deferral schedule. F2: These shares include 3,388 Dividend Equivalents (DEs) granted pursuant to the Director Program and subject to a qualifying dividend reinvestment plan. DEs are credited on the director's vested but deferred RSUs and are paid out in shares of the Company's common stock on a one-to-one basis along with a cash payment for any remaining fractional share amount. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units (RSUs) were granted pursuant to the Amgen Inc. 2009 Director Incentive Program, as amended, under the Amgen Inc. 2009 Amended and Restated Equity Incentive Plan (the Director Program) and vested immediately. Vested RSUs are paid in shares of the Company's common stock on a one-to-one basis. Vested RSUs may be deferred by the director, in which case, payment will occur according to the elected deferral schedule.
F2: These shares include 3,388 Dividend Equivalents (DEs) granted pursuant to the Director Program and subject to a qualifying dividend reinvestment plan. DEs are credited on the director's vested but deferred RSUs and are paid out in shares of the Company's common stock on a one-to-one basis along with a cash payment for any remaining fractional share amount.
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.
CHEVRON CORP
Report date May 25, 2022 · Filed May 27, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,483 |
Reported balance
After 2022-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-05-25 · Grant · Acquired 1,303 · Balance 57,483 F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. F2: This number includes the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (2,482) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.
F2: This number includes the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (2,482) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.
SUMISHO AIR LEASE CORP
Report date May 08, 2019 · Filed May 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Air Lease Corporation - Class A Common StockSEC Table I · non-derivative | Direct | 30,127 |
Reported balance
After 2019-05-08 transaction · row 1
1 source rowRow 1 · 2019-05-08 · Grant · Acquired 3,390 · Balance 30,127 F1: Restricted stock units (RSUs) granted under the Air Lease Corporation 2014 Equity Incentive Plan, in connection with the reporting person's service as a member of the Board of Directors of the Issuer. Subject to certain conditions, all of these RSUs will vest in full on May 8, 2020, the first anniversary of the grant date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock on the vesting date. |
| Air Lease Corporation- Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 50,000 |
Reported balance
Holding disclosure · report date 2019-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 50,000 F2: These shares are held by a trust of which the reporting person is a co-trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) granted under the Air Lease Corporation 2014 Equity Incentive Plan, in connection with the reporting person's service as a member of the Board of Directors of the Issuer. Subject to certain conditions, all of these RSUs will vest in full on May 8, 2020, the first anniversary of the grant date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock on the vesting date.
F2: These shares are held by a trust of which the reporting person is a co-trustee.
Uber Technologies, Inc
Report date May 03, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,091 |
Reported balance
After 2026-05-03 transaction · row 1
1 source rowRow 1 · 2026-05-03 · Exercise / conversion · Acquired 4,091 · Balance 4,091 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-03 · Exercise / conversion · Disposed 4,091 · Balance 0 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F3: The reporting person was granted 4,091 RSUs on May 6, 2025. The RSUs vested on the date immediately preceding the date of the 2026 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs became payable in cash or common stock on a one-for-one basis at the election of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,045 |
Reported balance
After 2026-05-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-05 · Grant · Acquired 4,045 · Balance 4,045 F4: The reporting person was granted 4,045 RSUs on May 5, 2026 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2027 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 231,909 |
Reported balance
Holding disclosure · report date 2026-05-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 231,909 F2: Shares are held by the Sugar Family Trust for which Mr. Sugar serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.
F2: Shares are held by the Sugar Family Trust for which Mr. Sugar serves as trustee.
F3: The reporting person was granted 4,091 RSUs on May 6, 2025. The RSUs vested on the date immediately preceding the date of the 2026 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs became payable in cash or common stock on a one-for-one basis at the election of the Issuer.
F4: The reporting person was granted 4,045 RSUs on May 5, 2026 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2027 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer.
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 |
|---|---|---|---|---|---|---|
| May 05, 2026 Filed May 5, 2026 21:05 UTC | Uber Technologies, Inc UBER · Entity 2867 | GrantRestricted Stock Units · Derivative | 4,045 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001216519-26-000005 · primarydocument.xml · derivative · entry 4 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,045 Underlying: Common Stock · 4,045 shares Expires not disclosed F4 · derivative.exercise_date: The reporting person was granted 4,045 RSUs on May 5, 2026 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2027 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. F4 · derivative.expiration_date: The reporting person was granted 4,045 RSUs on May 5, 2026 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2027 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. Read SEC document |
| May 03, 2026 Filed May 5, 2026 21:05 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionRestricted Stock Units · Derivative | 4,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001216519-26-000005 · primarydocument.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,091 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. F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The reporting person was granted 4,091 RSUs on May 6, 2025. The RSUs vested on the date immediately preceding the date of the 2026 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs became payable in cash or common stock on a one-for-one basis at the election of the Issuer. F3 · derivative.expiration_date: The reporting person was granted 4,091 RSUs on May 6, 2025. The RSUs vested on the date immediately preceding the date of the 2026 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs became payable in cash or common stock on a one-for-one basis at the election of the Issuer. Read SEC document |
| May 03, 2026 Filed May 5, 2026 21:05 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionCommon Stock | 4,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001216519-26-000005 · primarydocument.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,091 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 23:33 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001216519-26-000004 · wk-form4_1772148826.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · 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 23:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,255 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001216519-26-000002 · wk-form4_1770161790.xml · derivative · entry 2 SUGAR RONALD D · CIK 0001216519 · 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 23:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,255 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001216519-26-000002 · wk-form4_1770161790.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,566 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 |
| May 06, 2025 Filed May 6, 2025 21:27 UTC | Uber Technologies, Inc UBER · Entity 2867 | GrantRestricted Stock Units · Derivative | 4,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003624 · primarydocument.xml · derivative · entry 4 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,091 Underlying: Common Stock · 4,091 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The reporting person was granted 4,091 RSUs on May 6, 2025 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2026 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. F4 · derivative.expiration_date: The reporting person was granted 4,091 RSUs on May 6, 2025 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2026 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. Read SEC document |
| May 04, 2025 Filed May 6, 2025 21:27 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionRestricted Stock Units · Derivative | 3,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003624 · primarydocument.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,782 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The reporting person was granted 3,782 restricted stock units (RSUs) on May 6, 2024. The RSUs vested on the date immediately preceding the date of the 2025 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. F3 · derivative.expiration_date: The reporting person was granted 3,782 restricted stock units (RSUs) on May 6, 2024. The RSUs vested on the date immediately preceding the date of the 2025 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. Read SEC document |
| May 04, 2025 Filed May 6, 2025 21:27 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionCommon Stock | 3,782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-25-003624 · primarydocument.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,882 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 23:34 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-25-000035 · wk-form4_1740699290.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · 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 23:35 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,516 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-25-000021 · wk-form4_1738712099.xml · derivative · entry 2 SUGAR RONALD D · CIK 0001216519 · 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 23:35 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,516 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-25-000021 · wk-form4_1738712099.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,311 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 |
| May 06, 2024 Filed May 7, 2024 23:22 UTC | Uber Technologies, Inc UBER · Entity 2867 | GrantRestricted Stock Units · Derivative | 3,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003892 · primarydocument.xml · derivative · entry 4 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,782 Underlying: Common Stock · 3,782 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The reporting person was granted 3,782 restricted stock units (RSUs) on May 6, 2024 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2025 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the issuer. F4 · derivative.expiration_date: The reporting person was granted 3,782 restricted stock units (RSUs) on May 6, 2024 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2025 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the issuer. Read SEC document |
| May 05, 2024 Filed May 7, 2024 23:22 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionRestricted Stock Units · Derivative | 8,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003892 · primarydocument.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,850 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The reporting person was granted 8,850 restricted stock units (RSUs) on May 8, 2023. The RSUs vested on May 5, 2024, the date immediately preceding the date of the 2024 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. F3 · derivative.expiration_date: The reporting person was granted 8,850 restricted stock units (RSUs) on May 8, 2023. The RSUs vested on May 5, 2024, the date immediately preceding the date of the 2024 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. Read SEC document |
| May 05, 2024 Filed May 7, 2024 23:22 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionCommon Stock | 8,850 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-003892 · primarydocument.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,398 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 23:36 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,516 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-24-000038 · wk-form4_1709336160.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · 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 23:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,852 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-24-000021 · wk-form4_1707176183.xml · derivative · entry 2 SUGAR RONALD D · CIK 0001216519 · 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 23:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,852 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-24-000021 · wk-form4_1707176183.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,795 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 |
| May 19, 2023 Filed May 23, 2023 23:28 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016641 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,682 F1 · balance_after: The Restricted Stock Units (RSUs) were granted pursuant to the Amgen Inc. 2009 Director Incentive Program, as amended, under the Amgen Inc. 2009 Amended and Restated Equity Incentive Plan (the Director Program) and vested immediately. Vested RSUs are paid in shares of the Company's common stock on a one-to-one basis. Vested RSUs may be deferred by the director, in which case, payment will occur according to the elected deferral schedule. F2 · balance_after: These shares include 3,388 Dividend Equivalents (DEs) granted pursuant to the Director Program and subject to a qualifying dividend reinvestment plan. DEs are credited on the director's vested but deferred RSUs and are paid out in shares of the Company's common stock on a one-to-one basis along with a cash payment for any remaining fractional share amount. Read SEC document |
| May 08, 2023 Filed May 10, 2023 00:07 UTC | Uber Technologies, Inc UBER · Entity 2867 | GrantRestricted Stock Units · Derivative | 8,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004024 · primarydocument.xml · derivative · entry 4 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,850 Underlying: Common Stock · 8,850 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The reporting person was granted 8,850 restricted stock units (RSUs) on May 8, 2023 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2024 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the issuer. F4 · derivative.expiration_date: The reporting person was granted 8,850 restricted stock units (RSUs) on May 8, 2023 pursuant to Uber's 2019 Equity Incentive Plan. The RSUs are scheduled to vest on the date immediately preceding the date of the 2024 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the issuer. Read SEC document |
| May 07, 2023 Filed May 10, 2023 00:07 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionRestricted Stock Units · Derivative | 8,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004024 · primarydocument.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,402 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The reporting person was granted 8,402 restricted stock units (RSUs) on May 18, 2022. The RSUs vested on May 7, 2023, the date immediately preceding the date of the 2023 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. F3 · derivative.expiration_date: The reporting person was granted 8,402 restricted stock units (RSUs) on May 18, 2022. The RSUs vested on May 7, 2023, the date immediately preceding the date of the 2023 annual meeting of the stockholders of the Issuer. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the Issuer. Read SEC document |
| May 07, 2023 Filed May 10, 2023 00:07 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionCommon Stock | 8,402 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-004024 · primarydocument.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,548 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 22:35 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-23-000037 · wf-form4_167883328933055.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · 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 23:37 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-23-000021 · wf-form4_167546742335512.xml · derivative · entry 2 SUGAR RONALD D · CIK 0001216519 · 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 23:37 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-23-000021 · wf-form4_167546742335512.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,943 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 |
| May 25, 2022 Filed May 27, 2022 20:48 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015890 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,483 F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (2,482) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 18, 2022 Filed May 20, 2022 23:01 UTC | Uber Technologies, Inc UBER · Entity 2867 | GrantRestricted Stock Units · Derivative | 8,402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004306 · primarydocument.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,402 Underlying: Common Stock · 8,402 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units ("RSUs") are scheduled to vest on the date immediately preceding the date of the 2023 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the issuer. F1 · derivative.expiration_date: The restricted stock units ("RSUs") are scheduled to vest on the date immediately preceding the date of the 2023 annual meeting of the stockholders of the Issuer, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the issuer. Read SEC document |
| May 17, 2022 Filed May 20, 2022 01:57 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 855 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015181 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,156 F1 · balance_after: The Restricted Stock Units (RSUs) were granted pursuant to the Amgen Inc. 2009 Director Incentive Program, as amended, under the Amgen Inc. 2009 Amended and Restated Equity Incentive Plan (the Director Program) and vested immediately. Vested RSUs are paid in shares of the Company's common stock on a one-to-one basis. Vested RSUs may be deferred by the director, in which case, payment will occur according to the elected deferral schedule. F2 · balance_after: These shares include 2,801 Dividend Equivalents (DEs) granted pursuant to the Director Program and subject to a qualifying dividend reinvestment plan. DEs are credited on the director's vested but deferred RSUs and are paid out in shares of the Company's common stock on a one-to-one basis along with a cash payment for any remaining fractional share amount. Read SEC document |
| May 08, 2022 Filed May 10, 2022 22:04 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionRestricted Stock Units · Derivative | 2,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-003940 · primarydocument.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,460 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The reporting person was granted 2,460 restricted stock units on January 10, 2022, vesting on May 8, 2022. F3 · derivative.expiration_date: The reporting person was granted 2,460 restricted stock units on January 10, 2022, vesting on May 8, 2022. Read SEC document |
| May 08, 2022 Filed May 10, 2022 22:04 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionCommon Stock | 2,460 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-003940 · primarydocument.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,146 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 23:36 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,685 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-22-000040 · wf-form4_164678259356672.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · 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 01, 2022 Filed Feb 3, 2022 23:38 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,986 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-22-000022 · wf-form4_164393146754706.xml · derivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,986 shares Expires 2022-02-01 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 23, 2021 and vested entirely on February 1, 2022. F2 · derivative.expiration_date: This restricted stock unit award was granted on February 23, 2021 and vested entirely on February 1, 2022. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 23:38 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,986 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-22-000022 · wf-form4_164393146754706.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,258 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 10, 2022 Filed Jan 10, 2022 23:28 UTC | Uber Technologies, Inc UBER · Entity 2867 | GrantRestricted Stock Units · Derivative | 2,460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000379 · primarydocument.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,460 Underlying: Common Stock · 2,460 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units (RSUs) are scheduled to vest on May 8, 2022, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the issuer. F1 · derivative.expiration_date: The restricted stock units (RSUs) are scheduled to vest on May 8, 2022, subject to earlier vesting in certain circumstances. Upon vesting, the RSUs become payable in cash or common stock on a one-for-one basis at the election of the issuer. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 20:55 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionRestricted Stock Units · Derivative | 4,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000076 · primarydocument.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,772 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The reporting person was granted 4,772 restricted stock units on January 1, 2021, vesting on December 31, 2021. F3 · derivative.expiration_date: The reporting person was granted 4,772 restricted stock units on January 1, 2021, vesting on December 31, 2021. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 20:55 UTC | Uber Technologies, Inc UBER · Entity 2867 | Exercise / conversionCommon Stock | 4,772 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-000076 · primarydocument.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,686 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 26, 2021 Filed May 28, 2021 20:54 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-018340 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,698 F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (2,715) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 18, 2021 Filed May 20, 2021 01:23 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 837 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017470 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,764 F1 · balance_after: The Restricted Stock Units (RSUs) were granted pursuant to the Amgen Inc. 2009 Director Incentive Program, as amended, under the Amgen Inc. 2009 Amended and Restated Equity Incentive Plan (the Director Program) and vested immediately. Vested RSUs are paid in shares of the Company's common stock on a one-to-one basis. Vested RSUs may be deferred by the director, in which case, payment will occur according to the elected deferral schedule. F2 · balance_after: These shares include 2,264 Dividend Equivalents (DEs) granted pursuant to the Director Program and subject to a qualifying dividend reinvestment plan. DEs are credited on the director's vested but deferred RSUs and are paid out in shares of the Company's common stock on a one-to-one basis along with a cash payment for any remaining fractional share amount. Read SEC document |
| May 12, 2021 Filed May 13, 2021 00:11 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionNqso (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $71.64 | $0.00 |
DisclosureSEC source: 0001127602-21-016447 · form4.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2022-04-27 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 12, 2021 Filed May 13, 2021 00:11 UTC | AMGEN INC AMGN · Entity 2832 | SaleCommon Stock | 1,000 | $250.59 | $250,590.00 |
DisclosureSEC source: 0001127602-21-016447 · form4.xml · nonDerivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,927 F1 · shares: The transaction was made pursuant to a previously adopted plan complying with Rule 10b5-1. F2 · balance_after: These shares include 2,264 Dividend Equivalents (DEs) granted pursuant to the Director Program and subject to a qualifying dividend reinvestment plan. DEs are credited on the director's vested but deferred RSUs and are paid out in shares of the Company's common stock on a one-to-one basis along with a cash payment for any remaining fractional share amount. Read SEC document |
| May 12, 2021 Filed May 13, 2021 00:11 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionCommon Stock | 1,000 | $71.64 | $71,640.00 |
DisclosureSEC source: 0001127602-21-016447 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,927 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 |
| April 14, 2021 Filed Apr 15, 2021 22:27 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionNqso (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $71.64 | $0.00 |
DisclosureSEC source: 0001127602-21-013759 · form4.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2022-04-27 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 |
| April 14, 2021 Filed Apr 15, 2021 22:27 UTC | AMGEN INC AMGN · Entity 2832 | SaleCommon Stock | 1,000 | $249.98 | $249,980.00 |
DisclosureSEC source: 0001127602-21-013759 · form4.xml · nonDerivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,927 F1 · shares: The transaction was made pursuant to a previously adopted plan complying with Rule 10b5-1. F2 · balance_after: These shares include 2,264 Dividend Equivalents (DEs) granted pursuant to the Director Program and subject to a qualifying dividend reinvestment plan. DEs are credited on the director's vested but deferred RSUs and are paid out in shares of the Company's common stock on a one-to-one basis along with a cash payment for any remaining fractional share amount. Read SEC document |
| April 14, 2021 Filed Apr 15, 2021 22:27 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionCommon Stock | 1,000 | $71.64 | $71,640.00 |
DisclosureSEC source: 0001127602-21-013759 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,927 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 23:07 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionNqso (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $71.64 | $0.00 |
DisclosureSEC source: 0001127602-21-010143 · form4.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 1,000 shares Expires 2022-04-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 23:07 UTC | AMGEN INC AMGN · Entity 2832 | SaleCommon Stock | 1,000 | $231.53 | $231,530.00 |
DisclosureSEC source: 0001127602-21-010143 · form4.xml · nonDerivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,805 F1 · shares: The transaction was made pursuant to a previously adopted plan complying with Rule 10b5-1. F2 · balance_after: These shares include 2,142 Dividend Equivalents (DEs) granted pursuant to the Director Program and subject to a qualifying dividend reinvestment plan. DEs are credited on the director's vested but deferred RSUs and are paid out in shares of the Company's common stock on a one-to-one basis along with a cash payment for any remaining fractional share amount. Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 23:07 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionCommon Stock | 1,000 | $71.64 | $71,640.00 |
DisclosureSEC source: 0001127602-21-010143 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,805 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 23, 2021 Filed Feb 25, 2021 23:36 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,986 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-21-000039 · wf-form4_161429614827041.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,986 Underlying: Common Stock · 1,986 shares Expires 2022-02-01 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, 2022, assuming continued service through the vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2022, assuming continued service through the vesting date. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 00:40 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionNqso (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $71.64 | $0.00 |
DisclosureSEC source: 0001127602-21-005058 · form4.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 1,000 shares Expires 2022-04-27 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 10, 2021 Filed Feb 11, 2021 00:40 UTC | AMGEN INC AMGN · Entity 2832 | SaleCommon Stock | 1,000 | $238.40 | $238,400.00 |
DisclosureSEC source: 0001127602-21-005058 · form4.xml · nonDerivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,805 F1 · shares: The transaction was made pursuant to a previously adopted plan complying with Rule 10b5-1. F2 · balance_after: These shares include 2,142 Dividend Equivalents (DEs) granted pursuant to the Director Program and subject to a qualifying dividend reinvestment plan. DEs are credited on the director's vested but deferred RSUs and are paid out in shares of the Company's common stock on a one-to-one basis along with a cash payment for any remaining fractional share amount. 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.