Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 3M COMMM · Entity 1275 | Director | April 29, 2022 | May 02, 2022 |
| CHEVRON CORPCVX · Entity 2804 | Executive Vice President | August 30, 2005 | September 01, 2005 |
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.
3M CO
Report date April 29, 2022 · Filed May 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 5,256.987 |
Reported balance
After 2022-04-29 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-04-29 · Grant · Acquired 244.477 · Balance 5,256.987 F1: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account. F2: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors. |
| Common StockSEC Table I · non-derivative | Direct | 2,580 |
Reported balance
Holding disclosure · report date 2022-04-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,580 |
Filing footnotes · ownership attribution and instrument terms
F1: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account.
F2: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors.
CHEVRON CORP
Report date August 30, 2005 · Filed September 01, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 37,515 |
Reported balance
After 2005-08-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2005-08-30 · Other · Acquired 6,832 · Balance 37,515 F1: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees become payable in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2: 1-for-1 F3: This number includes dividend equivalent accruals under the Chevron Deferred Compensation Plan for Management Employees. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees become payable in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service.
F2: 1-for-1
F3: This number includes dividend equivalent accruals under the Chevron Deferred Compensation Plan for Management Employees.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PROCTER & GAMBLE Co
Report date October 14, 2025 · Filed October 15, 2025
Section 16 reporting ended · disclosed 2025-10-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,548.5268 |
Reported balance
After 2025-10-14 transaction · row 1
1 source rowRow 1 · 2025-10-14 · Grant · Acquired 31 · Balance 51,548.5268 F1: Restricted Stock Units awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| October 09, 2012 Filed Oct 11, 2012 17:45 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-028586 · form4.xml · nonDerivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,915.835 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on November 15, 2011, February 15, 2012, May 15, 2012 and August 15, 2012, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 11, 2011 Filed Oct 13, 2011 16:34 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-027256 · form4.xml · nonDerivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,260.099 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on November 15, 2010, February 15, 2011, May 16, 2011 and August 15, 2011, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 12, 2010 Filed Oct 14, 2010 12:47 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-025442 · form4.xml · nonDerivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,563.084 F1 · price: Restricted Stock Units (RSUs) awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs since May 17, 2010, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| May 07, 2010 Filed May 10, 2010 18:42 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | PurchaseCommon Stock | 1,660 | $60.21 | $99,954.08 |
DisclosureSEC source: 0001127602-10-013535 · form4.xml · nonDerivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,915.997 F1 · price: Weighted average price of the shares purchased. The price range was $60.19 to $60.25. Full information regarding the number of shares sold at each separate price available upon request. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs since May 10, 2010, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 13, 2009 Filed Oct 15, 2009 17:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-020719 · form4.xml · nonDerivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,196.668 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs since November 14, 2008, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 14, 2008 Filed Oct 15, 2008 19:55 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-008173 · form4.xml · nonDerivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,951 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan Read SEC document |
| August 30, 2005 Filed Sep 1, 2005 18:51 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 6,832 | $60.62 Strike: $0.00 | $414,151.74 |
DisclosureSEC source: 0001127602-05-001586 · form4.xml · derivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,515 Underlying: Common Stock · 6,832 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees become payable in cash or common stock, at the election of the reporting person, 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 Deferred Compensation Plan for Management Employees become payable in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Deferred Compensation Plan for Management Employees become payable in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals under the Chevron Deferred Compensation Plan for Management Employees. Read SEC document |
| June 29, 2005 Filed Jun 29, 2005 22:09 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 115,000 | $0.00 Strike: $56.76 | $0.00 |
DisclosureSEC source: 0001127602-05-001369 · form4.xml · derivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,000 Underlying: Common Stock · 115,000 shares Expires 2015-06-29 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| June 01, 2005 Filed Jun 3, 2005 01:53 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 11,089 | $54.71 Strike: $0.00 | $606,679.19 |
DisclosureSEC source: 0001127602-05-001281 · form4.xml · derivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,527 Underlying: Common Stock · 11,089 shares Expires not disclosed F1 · security: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals under the ChevronTexaco Deferred Compensation Plan for Management Employees. Read SEC document |
| March 02, 2005 Filed Mar 4, 2005 17:42 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 2,161 | $61.57 Strike: $0.00 | $133,052.77 |
DisclosureSEC source: 0001127602-05-000730 · form4.xml · derivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,325 Underlying: Common Stock · 2,161 shares Expires not disclosed F1 · security: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals under the ChevronTexaco Deferred Compensation Plan for Management Employees. Read SEC document |
| February 09, 2005 Filed Feb 11, 2005 00:18 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 18,000 | Not disclosed Strike: $40.47 | Not disclosed |
DisclosureSEC source: 0000093410-05-000010 · edgar.xml · derivative · entry 11 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2007-10-29 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. F4 · derivative.exercise_price: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of ChevronTexaco Common Stock. F4 · shares: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of ChevronTexaco Common Stock. F5 · price: This transaction is an exercise of a Non-Qualified Stock Option and the conversion price is reported in column 2. F4 · derivative.underlying_shares: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of ChevronTexaco Common Stock. Read SEC document |
| February 09, 2005 Filed Feb 11, 2005 00:18 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 9,200 | Not disclosed Strike: $33.13 | Not disclosed |
DisclosureSEC source: 0000093410-05-000010 · edgar.xml · derivative · entry 10 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,200 shares Expires 2006-10-30 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. F4 · derivative.exercise_price: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of ChevronTexaco Common Stock. F4 · shares: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of ChevronTexaco Common Stock. F5 · price: This transaction is an exercise of a Non-Qualified Stock Option and the conversion price is reported in column 2. F4 · derivative.underlying_shares: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of ChevronTexaco Common Stock. Read SEC document |
| February 09, 2005 Filed Feb 11, 2005 00:18 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 100 | $56.38 | $5,638.00 |
DisclosureSEC source: 0000093410-05-000010 · edgar.xml · nonDerivative · entry 7 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,260 Read SEC document |
| February 09, 2005 Filed Feb 11, 2005 00:18 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 1,500 | $56.35 | $84,525.00 |
DisclosureSEC source: 0000093410-05-000010 · edgar.xml · nonDerivative · entry 6 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,360 Read SEC document |
| February 09, 2005 Filed Feb 11, 2005 00:18 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 16,400 | $56.31 | $923,484.00 |
DisclosureSEC source: 0000093410-05-000010 · edgar.xml · nonDerivative · entry 5 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,860 Read SEC document |
| February 09, 2005 Filed Feb 11, 2005 00:18 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 18,000 | $40.47 | $728,438.40 |
DisclosureSEC source: 0000093410-05-000010 · edgar.xml · nonDerivative · entry 4 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,260 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 09, 2005 Filed Feb 11, 2005 00:18 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 1,700 | $56.37 | $95,829.00 |
DisclosureSEC source: 0000093410-05-000010 · edgar.xml · nonDerivative · entry 3 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,260 Read SEC document |
| February 09, 2005 Filed Feb 11, 2005 00:18 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 7,500 | $56.31 | $422,325.00 |
DisclosureSEC source: 0000093410-05-000010 · edgar.xml · nonDerivative · entry 2 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,960 Read SEC document |
| February 09, 2005 Filed Feb 11, 2005 00:18 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 9,200 | $33.13 | $304,750.00 |
DisclosureSEC source: 0000093410-05-000010 · edgar.xml · nonDerivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,460 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 · balance_after: This number includes the acquisition of 13,060 additional shares from both the September 10, 2004, 2-for-1 stock split of ChevronTexaco Common Stock and the acquisition of dividend equivalent accruals under the ChevronTexaco Long Term Incentive Plan. Read SEC document |
| December 01, 2004 Filed Dec 3, 2004 00:33 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 305 | $53.34 | $16,268.70 |
DisclosureSEC source: 0000093410-04-000102 · edgar.xml · derivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,037 Underlying: Common Stock · 305 shares Expires not disclosed F1 · security: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F3 · balance_after: This number includes the acquisition of 8,432 additional shares from both the September 10, 2004, 2-for-1 stock split of ChevronTexaco Common Stock and the acquisition of dividend equivalent accruals under the ChevronTexaco Deferred Compensation Plan for Management Employees. Read SEC document |
| August 31, 2004 Filed Sep 2, 2004 16:27 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 166 | $97.51 | $16,186.66 |
DisclosureSEC source: 0000093410-04-000086 · edgar.xml · derivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,300 Underlying: Common Stock · 166 shares Expires not disclosed F1 · security: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals under the ChevronTexaco Deferred Compensation Plan for Management Employees. Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 21:14 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $94.11 | $0.00 |
DisclosureSEC source: 0000093410-04-000059 · edgar.xml · derivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2014-06-30 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| June 02, 2004 Filed Jun 3, 2004 22:11 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 5,327 | $91.23 | $485,982.21 |
DisclosureSEC source: 0000093410-04-000047 · edgar.xml · derivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,111 Underlying: Common Stock · 5,327 shares Expires not disclosed F1 · security: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals under the ChevronTexaco Deferred Compensation Plan for Management Employees. Read SEC document |
| March 03, 2004 Filed Mar 4, 2004 22:19 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 173.72 | $89.97 | $15,629.59 |
DisclosureSEC source: 0000093410-04-000011 · edgar.xml · derivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,948 Underlying: Common Stock · 173.72 shares Expires not disclosed F1 · security: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. Read SEC document |
| January 28, 2004 Filed Mar 4, 2004 22:19 UTC | CHEVRON CORP CVX · Entity 2804 | Disposition to issuerLTIP Performance Shares · Derivative | 7,000 | $81.38 Strike: $0.00 | $569,660.00 |
DisclosureSEC source: 0000093410-04-000011 · edgar.xml · derivative · entry 2 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,400 Underlying: Common Stock · 7,000 shares Expires not disclosed F3 · derivative.exercise_date: Settlement of Performance Shares granted under the ChevronTexaco Corporation Long-Term Incentive Plan following the conclusion of a three-year Performance Period. F3 · derivative.expiration_date: Settlement of Performance Shares granted under the ChevronTexaco Corporation Long-Term Incentive Plan following the conclusion of a three-year Performance Period. Read SEC document |
| December 03, 2003 Filed Dec 5, 2003 19:47 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 2,205.58 | $76.09 | $167,814.64 |
DisclosureSEC source: 0000093410-03-000037 · edgar.xml · derivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,776 Underlying: Common Stock · 2,205.58 shares Expires not disclosed F1 · security: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. Read SEC document |
| December 03, 2003 Filed May 25, 2004 21:28 UTC Amendment | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 2,013 | $76.09 | $153,161.92 |
DisclosureSEC source: 0000093410-04-000043 · edgar.xml · derivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,591 Underlying: Common Stock · 2,013 shares Expires not disclosed F1 · security: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1 F3 · shares: The reporting person is filing an amended Form 4 to reflect the correct number of phantom stock shares owned as of December 3, 2003. The number of phantom stock reported on the Form 4 filed on December 5, 2003 was overstated by 192 shares. F1 · derivative.exercise_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F4 · balance_after: This number includes dividend equivalent accruals under the ChevronTexaco Deferred Compensation Plan for Management Employees. The amended form will impact subsequent Form 4s. The correct beneficially owned shares of phantom stock as of March 3, 2004 is 2,763. Read SEC document |
| November 13, 2003 Filed Nov 14, 2003 17:40 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,500 | Not disclosed Strike: $48.38 | Not disclosed |
DisclosureSEC source: 0000093410-03-000016 · edgar.xml · derivative · entry 6 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,500 shares Expires 2005-06-28 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: This transaction is an exercise of an Employee Stock Option and the coversion price is reported in Column 2. Read SEC document |
| November 13, 2003 Filed Nov 14, 2003 17:40 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,700 | Not disclosed Strike: $42.38 | Not disclosed |
DisclosureSEC source: 0000093410-03-000016 · edgar.xml · derivative · entry 5 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,700 shares Expires 2004-06-29 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: This transaction is an exercise of an Employee Stock Option and the coversion price is reported in Column 2. Read SEC document |
| November 13, 2003 Filed Nov 14, 2003 17:40 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 5,500 | $75.00 | $412,500.00 |
DisclosureSEC source: 0000093410-03-000016 · edgar.xml · nonDerivative · entry 4 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,200 Read SEC document |
| November 13, 2003 Filed Nov 14, 2003 17:40 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 5,500 | $48.38 | $266,062.50 |
DisclosureSEC source: 0000093410-03-000016 · edgar.xml · nonDerivative · entry 3 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,700 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 13, 2003 Filed Nov 14, 2003 17:40 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 6,700 | $75.00 | $502,500.00 |
DisclosureSEC source: 0000093410-03-000016 · edgar.xml · nonDerivative · entry 2 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,200 Read SEC document |
| November 13, 2003 Filed Nov 14, 2003 17:40 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 6,700 | $42.38 | $283,912.50 |
DisclosureSEC source: 0000093410-03-000016 · edgar.xml · nonDerivative · entry 1 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,900 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 |
| September 03, 2003 Filed Sep 4, 2003 23:21 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 202.97 | $73.94 | $15,007.60 |
DisclosureSEC source: 0000093410-03-000014 · edgar.xml · derivative · entry 2 WOERTZ PATRICIA A · CIK 0001194945 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571 Underlying: Common Stock · 202.97 shares Expires not disclosed F2 · security: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F3 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. F2 · derivative.expiration_date: The shares of phantom stock awarded under the ChevronTexaco Deferred Compensation Plan for Management Employees become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service. 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.