Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director | July 01, 2026 | July 06, 2026 |
| Dell Technologies Inc.DELL · Entity 2822 | Director | September 24, 2026 | September 28, 2026 |
| GENERAL ELECTRIC COGE · Entity 2813 | Director | April 02, 2018 | April 02, 2018 |
| QUALCOMM INC/DEQCOM · Entity 2852 | Director · Chief Executive Officer | December 06, 2020 | December 08, 2020 |
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.
BOEING CO
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,369.374 |
Reported balance
After 2026-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 669 · Balance 14,369.374 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
Dell Technologies Inc.
Report date September 24, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class C Common StockSEC Table I · non-derivative | Direct | 10,575 |
Reported balance
After 2026-09-24 transaction · row 1
1 source rowRow 1 · 2026-09-24 · Grant · Acquired 633 · Balance 10,575 F1: Represents a grant of 633 deferred stock units ("DSUs"). The DSUs vest in full on the first anniversary of the annual meeting of shareholders of Dell Technologies Inc. held on June 25, 2026, contingent on the reporting person's continued service on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 633 deferred stock units ("DSUs"). The DSUs vest in full on the first anniversary of the annual meeting of shareholders of Dell Technologies Inc. held on June 25, 2026, contingent on the reporting person's continued service on such vesting date.
GENERAL ELECTRIC CO
Report date April 02, 2018 · Filed April 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Fee Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 18,147 |
Reported balance
After 2018-04-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-04-02 · Grant · Acquired 5,068 · Balance 18,147 F1: Acquired at a price of $14.06 per unit pursuant to the terms of the 2007 Long-Term Incentive Plan. Payable beginning one year after termination of service as a director. F2: Each unit of phantom stock is the economic equivalent of one share of common stock. F3: Payable beginning one year after termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired at a price of $14.06 per unit pursuant to the terms of the 2007 Long-Term Incentive Plan. Payable beginning one year after termination of service as a director.
F2: Each unit of phantom stock is the economic equivalent of one share of common stock.
F3: Payable beginning one year after termination of service as a director.
QUALCOMM INC/DE
Report date December 06, 2020 · Filed December 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 688,674 |
Last balance in matching sequence
After 2020-12-06 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2020-12-06 · Grant · Acquired 171,457 · Balance 697,623 F1: These shares represent Performance Stock Units that vested on October 12, 2020. On December 6, 2020, the HR and Compensation Committee determined and certified the number of shares to be paid. F2: Securities held by Steven M. Mollenkopf & Susan T. Mollenkopf as Trustees of the Mollenkopf Family Trust UAD June 22, 2001. Row 2 · 2020-12-06 · Tax withholding · Disposed 85,009 · Balance 612,614 F2: Securities held by Steven M. Mollenkopf & Susan T. Mollenkopf as Trustees of the Mollenkopf Family Trust UAD June 22, 2001. Row 3 · 2020-12-06 · Grant · Acquired 150,853 · Balance 763,467 F1: These shares represent Performance Stock Units that vested on October 12, 2020. On December 6, 2020, the HR and Compensation Committee determined and certified the number of shares to be paid. F2: Securities held by Steven M. Mollenkopf & Susan T. Mollenkopf as Trustees of the Mollenkopf Family Trust UAD June 22, 2001. Row 4 · 2020-12-06 · Tax withholding · Disposed 74,793 · Balance 688,674 F2: Securities held by Steven M. Mollenkopf & Susan T. Mollenkopf as Trustees of the Mollenkopf Family Trust UAD June 22, 2001. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent Performance Stock Units that vested on October 12, 2020. On December 6, 2020, the HR and Compensation Committee determined and certified the number of shares to be paid.
F2: Securities held by Steven M. Mollenkopf & Susan T. Mollenkopf as Trustees of the Mollenkopf Family Trust UAD June 22, 2001.
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 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,100 | $0.00 Strike: $31.78 | $0.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · derivative · entry 25 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,007 Underlying: Common Stock · 1,100 shares Expires 2010-09-14 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_date: Employee stock options granted under the Company's 1991 Stock Option Plan. The options vest as to 1/60th of the total shares granted on each monthly anniversary of the grant date and will be fully vested after five years. Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $31.78 | $0.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · derivative · entry 24 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,107 Underlying: Common Stock · 2,000 shares Expires 2010-09-14 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_date: Employee stock options granted under the Company's 1991 Stock Option Plan. The options vest as to 1/60th of the total shares granted on each monthly anniversary of the grant date and will be fully vested after five years. Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,284 | $0.00 Strike: $31.78 | $0.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · derivative · entry 23 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,107 Underlying: Common Stock · 6,284 shares Expires 2010-09-14 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_date: Employee stock options granted under the Company's 1991 Stock Option Plan. The options vest as to 1/60th of the total shares granted on each monthly anniversary of the grant date and will be fully vested after five years. Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,609 | $0.00 Strike: $31.78 | $0.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · derivative · entry 22 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,391 Underlying: Common Stock · 15,609 shares Expires 2010-09-14 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_date: Employee stock options granted under the Company's 1991 Stock Option Plan. The options vest as to 1/60th of the total shares granted on each monthly anniversary of the grant date and will be fully vested after five years. Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $25.91 | $0.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · derivative · entry 21 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2009-10-21 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_date: Employee stock options granted under the Company's 1991 Stock Option Plan. The options vest as to 1/60th of the total shares granted on each monthly anniversary of the grant date and will be fully vested after five years. Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 297 | $48.26 | $14,333.22 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 20 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,928 Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 297 | $31.78 | $9,438.66 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 19 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,225 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 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 400 | $48.25 | $19,300.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 18 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,928 Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 400 | $31.78 | $12,712.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 17 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,328 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 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 3,470 | $48.22 | $167,323.40 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 16 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,928 Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 3,470 | $31.78 | $110,276.60 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 15 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,398 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 4,200 | $48.20 | $202,440.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 14 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,928 Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 4,200 | $31.78 | $133,476.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 13 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,128 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 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 6,640 | $48.19 | $319,981.60 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 12 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,928 Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 6,640 | $31.78 | $211,019.20 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 11 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,568 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 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 1,100 | $48.18 | $52,998.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 10 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,928 Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 1,100 | $31.78 | $34,958.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 9 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,028 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 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 2,000 | $48.17 | $96,340.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 8 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,928 Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 2,000 | $31.78 | $63,560.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 7 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,928 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 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 6,284 | $48.16 | $302,637.44 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 6 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,928 Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 6,284 | $31.78 | $199,705.52 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 5 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,212 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 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 15,609 | $48.15 | $751,573.35 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 4 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,928 Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 15,609 | $31.78 | $496,054.02 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 3 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,537 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 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 8,000 | $48.15 | $385,200.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 2 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,928 Read SEC document |
| May 27, 2008 Filed May 29, 2008 18:26 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 8,000 | $25.91 | $207,280.00 |
DisclosureSEC source: 0001234452-08-000243 · edgardoc.xml · nonDerivative · entry 1 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,928 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 19, 2008 Filed May 21, 2008 22:50 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $47.35 | $0.00 |
DisclosureSEC source: 0001234452-08-000221 · edgardoc.xml · derivative · entry 1 MOLLENKOPF STEVEN M · CIK 0001434806 · Executive VP, Product Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2018-05-18 F1 · derivative.exercise_date: The options vest 10% on the six month anniversary of the date of grant and the remaining balance vests monthly thereafter. The option is fully vested five years after the date of grant. 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.