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 03, 2019 Filed May 7, 2019 22:31 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017644 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,219 F1 · shares: 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 1,402 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 01, 2019 Filed May 3, 2019 21:37 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionNqso (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $54.71 | $0.00 |
DisclosureSEC source: 0001127602-19-017321 · form4.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 2,000 shares Expires 2020-08-03 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 01, 2019 Filed May 3, 2019 21:37 UTC | AMGEN INC AMGN · Entity 2832 | SaleCommon Stock | 2,000 | $175.73 | $351,460.00 |
DisclosureSEC source: 0001127602-19-017321 · form4.xml · nonDerivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,092 F1 · shares: The transaction was made pursuant to a previously adopted plan complying with Rule 10b5-1. F2 · balance_after: These shares include 1,402 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 01, 2019 Filed May 3, 2019 21:37 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionCommon Stock | 2,000 | $54.71 | $109,420.00 |
DisclosureSEC source: 0001127602-19-017321 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,092 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 03, 2019 Filed Apr 3, 2019 22:27 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionNqso (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $54.71 | $0.00 |
DisclosureSEC source: 0001127602-19-014741 · form4.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 2,000 shares Expires 2020-08-03 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 03, 2019 Filed Apr 3, 2019 22:27 UTC | AMGEN INC AMGN · Entity 2832 | SaleCommon Stock | 2,000 | $193.18 | $386,360.00 |
DisclosureSEC source: 0001127602-19-014741 · form4.xml · nonDerivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,092 F1 · shares: The transaction was made pursuant to a previously adopted plan complying with Rule 10b5-1. F2 · balance_after: These shares include 1,402 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 03, 2019 Filed Apr 3, 2019 22:27 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionCommon Stock | 2,000 | $54.71 | $109,420.00 |
DisclosureSEC source: 0001127602-19-014741 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,092 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 06, 2019 Filed Mar 9, 2019 00:47 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionNqso (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $54.71 | $0.00 |
DisclosureSEC source: 0001127602-19-010661 · form4.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,988 Underlying: Common Stock · 2,000 shares Expires 2020-08-03 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 06, 2019 Filed Mar 9, 2019 00:47 UTC | AMGEN INC AMGN · Entity 2832 | SaleCommon Stock | 2,000 | $188.88 | $377,760.00 |
DisclosureSEC source: 0001127602-19-010661 · form4.xml · nonDerivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,988 F1 · shares: The transaction was made pursuant to a previously adopted plan complying with Rule 10b5-1. F2 · balance_after: These shares include 1,298 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 06, 2019 Filed Mar 9, 2019 00:47 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionCommon Stock | 2,000 | $54.71 | $109,420.00 |
DisclosureSEC source: 0001127602-19-010661 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,988 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 01, 2019 Filed Mar 5, 2019 23:35 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,429 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-19-000045 · wf-form4_155182889283168.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,429 Underlying: Common Stock · 1,429 shares Expires 2020-02-01 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, 2020, assuming continued service through the vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2020, assuming continued service through the vesting date. Read SEC document |
| February 07, 2019 Filed Feb 12, 2019 02:27 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionNqso (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $54.71 | $0.00 |
DisclosureSEC source: 0001127602-19-005205 · form4.xml · derivative · entry 3 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 2,000 shares Expires 2020-08-03 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 07, 2019 Filed Feb 12, 2019 02:27 UTC | AMGEN INC AMGN · Entity 2832 | SaleCommon Stock | 2,000 | $190.00 | $380,000.00 |
DisclosureSEC source: 0001127602-19-005205 · form4.xml · nonDerivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,988 F1 · shares: The transaction was made pursuant to a previously adopted plan complying with Rule 10b5-1. F2 · balance_after: These shares include 1,298 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 |
| February 07, 2019 Filed Feb 12, 2019 02:27 UTC | AMGEN INC AMGN · Entity 2832 | Exercise / conversionCommon Stock | 2,000 | $54.71 | $109,420.00 |
DisclosureSEC source: 0001127602-19-005205 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,988 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 01, 2019 Filed Feb 5, 2019 23:40 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,521 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-19-000023 · wf-form4_154940998460508.xml · derivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,521 shares Expires 2019-02-01 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 13, 2018 and vested entirely on February 1, 2019. F2 · derivative.expiration_date: This restricted stock unit award was granted on February 13, 2018 and vested entirely on February 1, 2019. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 23:40 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,521 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-19-000023 · wf-form4_154940998460508.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,285 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 30, 2018 Filed Jun 1, 2018 20:53 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019543 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,943 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 (1,435) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:46 UTC | SUMISHO AIR LEASE CORP AL · Entity 52868 | GrantAir Lease Corporation - Class A Common Stock | 2,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006658 · edgar.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,737 F1 · shares: 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 9, 2019, 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. Read SEC document |
| April 27, 2018 Filed May 1, 2018 22:54 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015828 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,721 F1 · shares: 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 1,031 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 |
| February 13, 2018 Filed Feb 15, 2018 23:35 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,521 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-18-000036 · wf-form4_151873771953304.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,521 Underlying: Common Stock · 1,521 shares Expires 2019-02-01 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, 2019, assuming continued service through the applicable vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2019, assuming continued service through the applicable vesting date. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 1,825 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-18-000020 · wf-form4_151787375000361.xml · derivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,825 shares Expires 2018-02-01 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, 2017 and vested entirely on February 1, 2018. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,825 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-18-000020 · wf-form4_151787375000361.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,764 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 31, 2017 Filed Jun 3, 2017 00:25 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020418 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,655 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 (1,360 shares) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 03, 2017 Filed May 5, 2017 20:44 UTC | SUMISHO AIR LEASE CORP AL · Entity 52868 | GrantAir Lease Corporation - Class A Common Stock | 3,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-006672 · edgar.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,020 F1 · shares: 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 3, 2018, 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. Read SEC document |
| May 01, 2017 Filed May 4, 2017 00:40 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-016743 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,286 F1 · shares: 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 723 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 |
| February 28, 2017 Filed Mar 2, 2017 23:36 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 1,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-002132 · wf-form4_148849778342702.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,825 Underlying: Common Stock · 1,825 shares Expires 2018-02-01 F1 · security: Automatic grant pursuant to the 1997 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, 2018, assuming continued service through the applicable vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2018, assuming continued service through the applicable vesting date. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:37 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 2,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-17-000896 · wf-form4_148616501402002.xml · derivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,580 shares Expires 2017-02-01 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 26, 2016 and vested entirely on February 1, 2017. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:37 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 2,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-17-000896 · wf-form4_148616501402002.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,939 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, 2016 Filed May 27, 2016 20:56 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-053799 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,133 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 (1,464 shares) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 03, 2016 Filed May 6, 2016 00:11 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 1,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-051283 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,801 F1 · shares: 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 468 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 |
| February 26, 2016 Filed Mar 1, 2016 23:34 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 2,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-104160 · doc4.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,580 Underlying: Common Stock · 2,580 shares Expires 2017-02-01 F1 · security: Automatic grant pursuant to the 1997 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, 2017, assuming continued service through the applicable vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2017, assuming continued service through the applicable vesting date. Read SEC document |
| February 01, 2016 Filed Feb 3, 2016 23:35 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 2,008 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-095501 · doc4.xml · derivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,008 shares Expires 2016-02-01 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, 2015 and vested entirely on February 1, 2016. Read SEC document |
| February 01, 2016 Filed Feb 3, 2016 23:35 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 2,008 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-095501 · doc4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,359 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 27, 2015 Filed May 29, 2015 18:50 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-018939 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,424 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 (1,027 shares) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| April 24, 2015 Filed Apr 28, 2015 23:30 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 1,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-015464 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,337 F1 · shares: 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 283 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, 2015 Filed Mar 12, 2015 22:32 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 2,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-004546 · rrd423484.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,008 Underlying: Common Stock · 2,008 shares Expires 2016-02-01 F1 · security: Automatic grant pursuant to the 1997 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, 2016, assuming continued service through the applicable vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2016, assuming continued service through the applicable vesting date. Read SEC document |
| February 01, 2015 Filed Feb 3, 2015 23:31 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 3,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-15-001900 · rrd421947.xml · derivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,325 shares Expires 2015-02-01 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. F3 · derivative.exercise_date: This restricted stock unit award was granted on February 28, 2014 and vested entirely on February 1, 2015. F2 · derivative.underlying_shares: The number of shares reported reflects a 7-for-1 stock split effective June 6, 2014. Read SEC document |
| February 01, 2015 Filed Feb 3, 2015 23:31 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 3,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-15-001900 · rrd421947.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,351 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. F2 · balance_after: The number of shares reported reflects a 7-for-1 stock split effective June 6, 2014. Read SEC document |
| May 28, 2014 Filed May 30, 2014 18:59 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-019192 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,219 F1 · shares: This number represents stock units issued under the 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 (807 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| April 25, 2014 Filed Apr 29, 2014 21:24 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 1,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-015498 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,017 F1 · shares: 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 154 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 |
| February 28, 2014 Filed Mar 4, 2014 23:35 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-010723 · rrd403925.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 475 Underlying: Common Stock · 475 shares Expires 2015-02-01 F1 · security: Automatic grant pursuant to the 1997 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, 2015, assuming continued service through the applicable vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2015, assuming continued service through the applicable vesting date. Read SEC document |
| February 01, 2014 Filed Feb 4, 2014 23:31 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 562 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-14-005062 · rrd401125.xml · derivative · entry 2 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 562 shares Expires 2014-02-01 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 contingent right to receive one share of common stock upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock. F1 · price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock. F2 · derivative.exercise_date: This restricted stock unit award was granted on February 27, 2013 and vested entirely on February 1, 2014. Read SEC document |
| February 01, 2014 Filed Feb 4, 2014 23:31 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 562 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-14-005062 · rrd401125.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,718 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 contingent right to receive one share of common stock upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock. Read SEC document |
| December 02, 2013 Filed Dec 4, 2013 17:54 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 337 | $122.33 | $41,226.49 |
DisclosureSEC source: 0001127602-13-033601 · form4.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,053 Underlying: Common Stock · 337 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (100) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| August 30, 2013 Filed Sep 4, 2013 21:22 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 324 | $120.43 | $39,019.51 |
DisclosureSEC source: 0001127602-13-026598 · form4.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,616 Underlying: Common Stock · 324 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (98) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 29, 2013 Filed May 31, 2013 21:31 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-018905 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,581 F1 · shares: This number represents stock units issued under the 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 (719 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 24, 2013 Filed May 29, 2013 19:53 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 261 | $125.44 | $32,739.27 |
DisclosureSEC source: 0001127602-13-018611 · form4.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,194 Underlying: Common Stock · 261 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (87) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| April 26, 2013 Filed Apr 30, 2013 22:12 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 1,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-014813 · form4.xml · nonDerivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,128 F1 · shares: The Restricted Stock Units (RSUs) were granted pursuant to the Amgen Inc. 2009 Director Incentive Program, as amended, under the Amgen Inc. 2009 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 60 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 04, 2013 Filed Mar 6, 2013 21:10 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 278 | $117.48 | $32,658.72 |
DisclosureSEC source: 0001127602-13-009612 · form4.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,846 Underlying: Common Stock · 278 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (95) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| February 27, 2013 Filed Feb 28, 2013 23:47 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 562 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-008625 · form4.xml · derivative · entry 1 SUGAR RONALD D · CIK 0001216519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562 Underlying: Common Stock · 562 shares Expires 2014-02-01 F1 · security: Automatic grant pursuant to the 1997 Director Stock Plan F2 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2014, assuming continued service through the applicable vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2014, assuming continued service through the applicable vesting date. 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.