Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Inc.AAPL · Entity 2389 | COO | April 01, 2025 | April 03, 2025 |
| Walt Disney CoDIS · Entity 1887 | Director | September 30, 2026 | October 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Apple Inc.
Report date April 01, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 390,059 |
Last balance in matching sequence
After 2025-04-02 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2025-04-01 · Exercise / conversion · Acquired 74,535 · Balance 464,594 F1: Each restricted stock unit ("RSU") represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. F2: The number of securities reported reflects the acquisition on January 31, 2025 of 115 shares of Apple Inc.'s common stock pursuant to the Apple Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 1, 2024 through January 31, 2025. F3: The shares are held through Mr. Williams' living trust. Row 2 · 2025-04-01 · Tax withholding · Disposed 39,042 · Balance 425,552 F4: Shares withheld by Apple to satisfy tax withholding requirements on vesting of RSUs. F3: The shares are held through Mr. Williams' living trust. Row 3 · 2025-04-02 · Sale · Disposed 15,721 · Balance 409,831 F5: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 29, 2024. F6: This transaction was executed in multiple trades at prices ranging from $222.96 to $223.95; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. F3: The shares are held through Mr. Williams' living trust. Row 4 · 2025-04-02 · Sale · Disposed 17,292 · Balance 392,539 F5: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 29, 2024. F7: This transaction was executed in multiple trades at prices ranging from $223.96 to $224.90; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. F3: The shares are held through Mr. Williams' living trust. Row 5 · 2025-04-02 · Sale · Disposed 2,480 · Balance 390,059 F5: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 29, 2024. F8: This transaction was executed in multiple trades at prices ranging from $224.955 to $225.17; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. F3: The shares are held through Mr. Williams' living trust. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-04-01 · Exercise / conversion · Disposed 29,688 · Balance 0 F1: Each restricted stock unit ("RSU") represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. F9: This award was granted on September 27, 2020. 29,688 RSUs subject to the award vested on each of April 1, 2023, April 1, 2024 and April 1, 2025. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 22,688 |
Reported balance
After 2025-04-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-04-01 · Exercise / conversion · Disposed 22,688 · Balance 22,688 F1: Each restricted stock unit ("RSU") represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. F10: This award was granted on September 26, 2021. 22,689 RSUs subject to the award vested on April 1, 2024 and 22,688 RSUs vested on April 1, 2025. 22,688 RSUs are scheduled to vest on April 1, 2026, subject to the terms and conditions of the underlying award agreement. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 44,318 |
Reported balance
After 2025-04-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-04-01 · Exercise / conversion · Disposed 22,159 · Balance 44,318 F1: Each restricted stock unit ("RSU") represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. F11: This award was granted on September 25, 2022. 22,159 RSUs subject to the award vested on April 1, 2025 and 22,159 RSUs are scheduled to vest on each of April 1, 2026 and April 1, 2027, subject to the terms and conditions of the underlying award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date.
F2: The number of securities reported reflects the acquisition on January 31, 2025 of 115 shares of Apple Inc.'s common stock pursuant to the Apple Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 1, 2024 through January 31, 2025.
F3: The shares are held through Mr. Williams' living trust.
F4: Shares withheld by Apple to satisfy tax withholding requirements on vesting of RSUs.
F5: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 29, 2024.
F6: This transaction was executed in multiple trades at prices ranging from $222.96 to $223.95; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple.
F7: This transaction was executed in multiple trades at prices ranging from $223.96 to $224.90; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple.
F8: This transaction was executed in multiple trades at prices ranging from $224.955 to $225.17; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple.
F9: This award was granted on September 27, 2020. 29,688 RSUs subject to the award vested on each of April 1, 2023, April 1, 2024 and April 1, 2025.
F10: This award was granted on September 26, 2021. 22,689 RSUs subject to the award vested on April 1, 2024 and 22,688 RSUs vested on April 1, 2025. 22,688 RSUs are scheduled to vest on April 1, 2026, subject to the terms and conditions of the underlying award agreement.
F11: This award was granted on September 25, 2022. 22,159 RSUs subject to the award vested on April 1, 2025 and 22,159 RSUs are scheduled to vest on each of April 1, 2026 and April 1, 2027, subject to the terms and conditions of the underlying award agreement.
Walt Disney Co
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 2,033.9 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 924.7 · Balance 2,033.9 F1: Includes: (1) 299.9 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 624.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes: (1) 299.9 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 624.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the 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 |
|---|---|---|---|---|---|---|
| April 01, 2019 Filed Apr 3, 2019 22:31 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 40,954 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-19-000052 · wf-form4_155433069460529.xml · derivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,954 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F4 · derivative.exercise_date: This award was granted on October 17, 2014. 40,955 restricted stock units subject to the award vested on April 1, 2017 and 40,954 restricted stock units subject to the award vested on each of April 1, 2018 and April 1, 2019. F4 · derivative.expiration_date: This award was granted on October 17, 2014. 40,955 restricted stock units subject to the award vested on April 1, 2017 and 40,954 restricted stock units subject to the award vested on each of April 1, 2018 and April 1, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 22:31 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 48,989 | $191.24 | $9,368,656.36 |
DisclosureSEC source: 0000320193-19-000052 · wf-form4_155433069460529.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,620 F3 · security: Shares withheld by Apple to satisfy tax withholding requirements on vesting of restricted stock units. No shares were sold. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 22:31 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 105,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-19-000052 · wf-form4_155433069460529.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,609 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. F2 · balance_after: The number of securities reported reflects the acquisition on January 31, 2019 of 124 shares of Apple Inc.'s common stock pursuant to the Apple Inc. Amended Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 1, 2018 through January 31, 2019. Read SEC document |
| October 03, 2018 Filed Oct 5, 2018 22:33 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 16,610 | $232.70 | $3,865,147.00 |
DisclosureSEC source: 0000320193-18-000137 · wf-form4_153877878310747.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,085 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F3 · price: This transaction was executed in multiple trades at prices ranging from $232.59 to $232.86; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| October 03, 2018 Filed Oct 5, 2018 22:33 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 45,388 | $232.19 | $10,538,639.72 |
DisclosureSEC source: 0000320193-18-000137 · wf-form4_153877878310747.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,695 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $231.59 to $232.58; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 22:34 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 130,528 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-18-000131 · wf-form4_153860603163051.xml · derivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 130,528 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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: Vesting of these restricted stock units depends on Apple Inc.'s relative total shareholder return from September 27, 2015 through September 29, 2018. The "target" number of restricted stock units is reported. Between 0% and 200% of the target number of units may vest on October 1, 2018, with the vesting percentage determined based on actual performance. F4 · derivative.exercise_date: TSR is calculated based on the change in a company's stock price during the three-year period, taking into account any dividends paid during that period, which are assumed to be reinvested in the stock. In accordance with the terms of the award, the beginning value used for calculating TSR is the average closing stock price for the 20 trading days prior to September 27, 2015. Apple's beginning value was calculated to be $113.15. Similarly, the ending value used for calculating TSR is the average closing price for the 20 trading days ending on September 29, 2018. Apple's ending value was calculated to be $234.62 (adjusted for dividends). F5 · derivative.exercise_date: This award provided that if Apple's relative TSR performance is ranked at or above the 85th percentile for companies in the S&P 500 for the performance period, 200% of the target number of RSUs vest. If Apple's performance is ranked at or above the 55th percentile, 100% of the target number of RSUs vest. If Apple's performance is ranked at or above the 25th percentile, 25% of the target number of RSUs vest, and if Apple's performance is ranked below the 25th percentile, 0% of the target number of RSUs vest. If Apple's performance is between these levels, the portion of the RSUs that vest is determined on a straight-line basis (i.e., linearly interpolated) between the two nearest vesting percentages. F6 · derivative.exercise_date: Apple's TSR for the three-year period was 107.36%, which ranked 51 of the 454 companies that were included in the S&P 500 for the period and placed Apple in the 89th percentile. Therefore, 130,528 RSUs subject to performance requirements vested. F3 · derivative.expiration_date: Vesting of these restricted stock units depends on Apple Inc.'s relative total shareholder return from September 27, 2015 through September 29, 2018. The "target" number of restricted stock units is reported. Between 0% and 200% of the target number of units may vest on October 1, 2018, with the vesting percentage determined based on actual performance. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 22:34 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 68,530 | $227.26 | $15,574,127.80 |
DisclosureSEC source: 0000320193-18-000131 · wf-form4_153860603163051.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,083 F2 · security: Shares withheld by Apple to satisfy tax withholding requirements on vesting of restricted stock units. No shares were sold. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 22:34 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 130,528 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-18-000131 · wf-form4_153860603163051.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,613 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 |
| September 30, 2018 Filed Oct 2, 2018 22:36 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 44,299 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-18-000125 · wf-form4_153851977931242.xml · derivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,299 Underlying: Common Stock · 44,299 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Vesting of these restricted stock units depends on Apple's relative total shareholder return from the first day of Apple's fiscal 2019 and ending with the last day of Apple's fiscal 2021. The "target" number of restricted stock units is reported. Between 0% and 200% of the target number of units may vest on October 1, 2021, with the vesting percentage determined based on actual performance. F3 · derivative.expiration_date: Vesting of these restricted stock units depends on Apple's relative total shareholder return from the first day of Apple's fiscal 2019 and ending with the last day of Apple's fiscal 2021. The "target" number of restricted stock units is reported. Between 0% and 200% of the target number of units may vest on October 1, 2021, with the vesting percentage determined based on actual performance. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 22:36 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 44,299 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-18-000125 · wf-form4_153851977931242.xml · derivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,299 Underlying: Common Stock · 44,299 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: These restricted stock units are scheduled to vest as to one-third of the units on each of April 1, 2021, April 1, 2022 and April 1, 2023, assuming continued employment through the applicable vesting date. F2 · derivative.expiration_date: These restricted stock units are scheduled to vest as to one-third of the units on each of April 1, 2021, April 1, 2022 and April 1, 2023, assuming continued employment through the applicable vesting date. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 22:31 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 100 | $207.72 | $20,772.00 |
DisclosureSEC source: 0000320193-18-000106 · wf-form4_153394028523209.xml · nonDerivative · entry 4 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,085 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 22:31 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 12,252 | $207.13 | $2,537,756.76 |
DisclosureSEC source: 0000320193-18-000106 · wf-form4_153394028523209.xml · nonDerivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,185 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F4 · price: This transaction was executed in multiple trades at prices ranging from $206.63 to $207.60; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 22:31 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 2,400 | $206.01 | $494,424.00 |
DisclosureSEC source: 0000320193-18-000106 · wf-form4_153394028523209.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,437 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F3 · price: This transaction was executed in multiple trades at prices ranging from $205.63 to $206.57; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 22:31 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 900 | $205.29 | $184,761.00 |
DisclosureSEC source: 0000320193-18-000106 · wf-form4_153394028523209.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,837 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $204.62 to $205.54; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 22:31 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 1,521 | $190.53 | $289,796.13 |
DisclosureSEC source: 0000320193-18-000095 · wf-form4_153134826427557.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,737 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F3 · price: This transaction was executed in multiple trades at prices ranging from $190.47 to $190.60; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 22:31 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 14,131 | $190.14 | $2,686,868.34 |
DisclosureSEC source: 0000320193-18-000095 · wf-form4_153134826427557.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,258 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $189.46 to $190.45; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 22:30 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 100 | $191.96 | $19,196.00 |
DisclosureSEC source: 0000320193-18-000090 · wf-form4_152884262050898.xml · nonDerivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,389 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 22:30 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 8,330 | $191.30 | $1,593,529.00 |
DisclosureSEC source: 0000320193-18-000090 · wf-form4_152884262050898.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,489 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F3 · price: This transaction was executed in multiple trades at prices ranging from $190.90 to $191.89; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 22:30 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 7,223 | $190.52 | $1,376,125.96 |
DisclosureSEC source: 0000320193-18-000090 · wf-form4_152884262050898.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,819 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $189.88 to $190.87; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| May 08, 2018 Filed May 10, 2018 22:31 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 200 | $186.00 | $37,200.00 |
DisclosureSEC source: 0000320193-18-000074 · wf-form4_152599148061399.xml · nonDerivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,042 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F4 · price: This transaction was executed in multiple trades at prices ranging from $185.91 to $186.08; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| May 08, 2018 Filed May 10, 2018 22:31 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 12,939 | $185.29 | $2,397,467.31 |
DisclosureSEC source: 0000320193-18-000074 · wf-form4_152599148061399.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,242 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F3 · price: This transaction was executed in multiple trades at prices ranging from $184.87 to $185.84; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| May 08, 2018 Filed May 10, 2018 22:31 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 2,514 | $184.52 | $463,883.28 |
DisclosureSEC source: 0000320193-18-000074 · wf-form4_152599148061399.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,181 F1 · security: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $183.85 to $184.84; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 36,108 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-18-000054 · wf-form4_152279495069184.xml · derivative · entry 5 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,215 Underlying: Common Stock · 36,108 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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. F5 · derivative.exercise_date: This award was granted on October 5, 2015. 36,108 restricted stock units subject to the award vested on April 1, 2018, 36,108 restricted stock units are scheduled to vest on April 1, 2019, and 36,107 restricted stock units are scheduled to vest on April 1, 2020, assuming continued employment through the applicable vesting date. F5 · derivative.expiration_date: This award was granted on October 5, 2015. 36,108 restricted stock units subject to the award vested on April 1, 2018, 36,108 restricted stock units are scheduled to vest on April 1, 2019, and 36,107 restricted stock units are scheduled to vest on April 1, 2020, assuming continued employment through the applicable vesting date. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 40,954 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-18-000054 · wf-form4_152279495069184.xml · derivative · entry 4 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,954 Underlying: Common Stock · 40,954 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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. F4 · derivative.exercise_date: This award was granted on October 17, 2014. 40,955 restricted stock units subject to the award vested on April 1, 2017, 40,954 restricted stock units vested on April 1, 2018, and 40,954 restricted stock units are scheduled to vest on April 1, 2019, assuming continued employment through the applicable vesting date. F4 · derivative.expiration_date: This award was granted on October 17, 2014. 40,955 restricted stock units subject to the award vested on April 1, 2017, 40,954 restricted stock units vested on April 1, 2018, and 40,954 restricted stock units are scheduled to vest on April 1, 2019, assuming continued employment through the applicable vesting date. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 53,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-18-000054 · wf-form4_152279495069184.xml · derivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,055 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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 award was granted on March 3, 2014. 53,056 restricted stock units subject to the award vested on April 1, 2016, and 53,055 restricted stock units vested on each of April 1, 2017 and April 1, 2018. F3 · derivative.expiration_date: This award was granted on March 3, 2014. 53,056 restricted stock units subject to the award vested on April 1, 2016, and 53,055 restricted stock units vested on each of April 1, 2017 and April 1, 2018. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 67,507 | $167.78 | $11,326,324.46 |
DisclosureSEC source: 0000320193-18-000054 · wf-form4_152279495069184.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,695 Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 130,117 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-18-000054 · wf-form4_152279495069184.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,202 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 securities reported reflects the acquisition on January 31, 2018 of 166 shares of Apple Inc.'s common stock pursuant to the Apple Inc. Amended Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 1, 2017 through January 31, 2018. Read SEC document |
| October 15, 2017 Filed Oct 17, 2017 22:47 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 63,699 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-17-000063 · wf-form4_150828044948163.xml · derivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,699 Underlying: Common Stock · 63,699 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: These restricted stock units are scheduled to vest as to one-third of the units on each of April 1, 2020, April 1, 2021 and April 1, 2022. F3 · derivative.expiration_date: These restricted stock units are scheduled to vest as to one-third of the units on each of April 1, 2020, April 1, 2021 and April 1, 2022. Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 22:37 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 125,494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-17-000039 · wf-form4_150707026587310.xml · derivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 125,494 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit (RSU) represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. F3 · derivative.exercise_date: This award was granted on October 17, 2014, for a target number of 68,576 RSUs. The award vested on October 1, 2017, applying a percentage of the target number of RSUs that was determined based on Apple's total shareholder return (TSR) relative to the other companies in the S&P 500 from September 28, 2014 through September 30, 2017. F4 · derivative.exercise_date: TSR is calculated based on the change in a company's stock price during the three-year period, taking into account any dividends paid during that period, which are assumed to be reinvested in the stock. In accordance with the terms of the award, the beginning value used for calculating TSR is the average closing stock price for the 20 trading days prior to September 28, 2014. Apple's beginning value was calculated to be $100.66. Similarly, the ending value used for calculating TSR is the average closing price for the 20 trading days ending on September 30, 2017. Apple's ending value was calculated to be $166.62 (adjusted for dividends). F5 · derivative.exercise_date: This award provided that if Apple's relative TSR performance is ranked at the 85th percentile for companies in the S&P 500 for the performance period, 200% of the target number of RSUs vest. If Apple's performance is ranked at the 55th percentile, 100% of the target number of RSUs vest. If Apple's performance is ranked at the 25th percentile, 25% of the target number of RSUs vest, and if Apple's performance is ranked below the 25th percentile, 0% of the target number of RSUs vest. If Apple's performance is between these levels, the portion of the RSUs that vest is determined on a straight-line basis (i.e., linearly interpolated) between the two nearest vesting percentages. F6 · derivative.exercise_date: Apple's TSR for the three-year period was 65.53%, which ranked 92nd of the 451 companies that were included in the S&P 500 for the period and placed Apple in the 80th percentile. Therefore, 125,494 RSUs vested. F3 · derivative.expiration_date: This award was granted on October 17, 2014, for a target number of 68,576 RSUs. The award vested on October 1, 2017, applying a percentage of the target number of RSUs that was determined based on Apple's total shareholder return (TSR) relative to the other companies in the S&P 500 from September 28, 2014 through September 30, 2017. Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 22:37 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 68,686 | $154.12 | $10,585,886.32 |
DisclosureSEC source: 0000320193-17-000039 · wf-form4_150707026587310.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,919 F2 · security: Shares withheld by Apple to satisfy tax withholding requirements on vesting of RSUs. No shares were sold. Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 22:37 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 125,494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000320193-17-000039 · wf-form4_150707026587310.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,605 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 (RSU) represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of RSUs in shares of common stock on their scheduled vesting date. Read SEC document |
| October 01, 2017 Filed Oct 17, 2017 22:47 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 64,885 | $0.00 | $0.00 |
DisclosureSEC source: 0000320193-17-000063 · wf-form4_150828044948163.xml · derivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,885 Underlying: Common Stock · 64,885 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: Vesting of these restricted stock units depends on Apple's relative total shareholder return from the first day of Apple's fiscal 2018 and ending with the last day of Apple's fiscal 2020. The "target" number of restricted stock units is reported. Between 0% and 200% of the target number of units may vest on October 1, 2020, with the vesting percentage determined based on actual performance. F2 · derivative.expiration_date: Vesting of these restricted stock units depends on Apple's relative total shareholder return from the first day of Apple's fiscal 2018 and ending with the last day of Apple's fiscal 2020. The "target" number of restricted stock units is reported. Between 0% and 200% of the target number of units may vest on October 1, 2020, with the vesting percentage determined based on actual performance. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 40,955 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-17-003348 · wf-form4_149134536071696.xml · derivative · entry 4 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,908 Underlying: Common Stock · 40,955 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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. F5 · derivative.exercise_date: This award was granted on October 17, 2014. 40,955 restricted stock units subject to the award vested on April 1, 2017, and 40,954 restricted stock units are scheduled to vest on each of April 1, 2018 and April 1, 2019, assuming continued employment through the applicable vesting date. F5 · derivative.expiration_date: This award was granted on October 17, 2014. 40,955 restricted stock units subject to the award vested on April 1, 2017, and 40,954 restricted stock units are scheduled to vest on each of April 1, 2018 and April 1, 2019, assuming continued employment through the applicable vesting date. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 53,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-17-003348 · wf-form4_149134536071696.xml · derivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,055 Underlying: Common Stock · 53,055 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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. F4 · derivative.exercise_date: This award was granted on March 3, 2014. 53,056 restricted stock units subject to the award vested on April 1, 2016, 53,055 restricted stock units vested on April 1, 2017, and 53,055 restricted stock units are scheduled to vest on April 1, 2018, assuming continued employment through the applicable vesting date. F4 · derivative.expiration_date: This award was granted on March 3, 2014. 53,056 restricted stock units subject to the award vested on April 1, 2016, 53,055 restricted stock units vested on April 1, 2017, and 53,055 restricted stock units are scheduled to vest on April 1, 2018, assuming continued employment through the applicable vesting date. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 46,214 | $143.66 | $6,639,103.24 |
DisclosureSEC source: 0001628280-17-003348 · wf-form4_149134536071696.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,111 F3 · security: Shares withheld by Apple to satisfy the minimum statutory tax withholding requirements on vesting of restricted stock units. No shares were sold. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 94,010 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-17-003348 · wf-form4_149134536071696.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,325 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 securities reported reflects the acquisition on January 31, 2017 of 236 shares of Apple Inc.'s common stock pursuant to the Apple Inc. Amended Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 1, 2016 through January 31, 2017. Read SEC document |
| October 14, 2016 Filed Oct 19, 2016 00:08 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 64,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-16-020124 · wf-form4_147683569837612.xml · derivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,654 Underlying: Common Stock · 64,654 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Vesting of these restricted stock units depends on Apple's relative total shareholder return from September 25, 2016 through September 28, 2019. The "target" number of restricted stock units is reported. Between 0% and 200% of the target number of units may vest on October 1, 2019, with the vesting percentage determined based on actual performance. F3 · derivative.expiration_date: Vesting of these restricted stock units depends on Apple's relative total shareholder return from September 25, 2016 through September 28, 2019. The "target" number of restricted stock units is reported. Between 0% and 200% of the target number of units may vest on October 1, 2019, with the vesting percentage determined based on actual performance. Read SEC document |
| October 14, 2016 Filed Oct 19, 2016 00:08 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 85,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-16-020124 · wf-form4_147683569837612.xml · derivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,013 Underlying: Common Stock · 85,013 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: These restricted stock units are scheduled to vest as to one-third of the units on each of April 1, 2019, April 1, 2020 and April 1, 2021. F2 · derivative.expiration_date: These restricted stock units are scheduled to vest as to one-third of the units on each of April 1, 2019, April 1, 2020 and April 1, 2021. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 22:36 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 43,769 | $112.59 | $4,927,951.71 |
DisclosureSEC source: 0001628280-16-019941 · wf-form4_147562055033231.xml · nonDerivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,079 F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2015. F4 · price: This transaction was executed in multiple trades at prices ranging from $112.30 to $113.035; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 87,578 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-16-019941 · wf-form4_147562055033231.xml · derivative · entry 4 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 87,578 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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. F5 · derivative.exercise_date: This award was granted on March 3, 2014, for a target number of 44,912 restricted stock units (adjusted for Apple's 7:1 stock split in June 2014). Between 0% and 200% of the target number of units vested on October 1, 2016, with the vesting percentage determined based on Apple's total shareholder return (TSR) relative to the other companies in the S&P 500 from September 29, 2013 through September 24, 2016. F6 · derivative.exercise_date: TSR is calculated based on the change in a company's stock price during the performance period, taking into account any dividends paid during that period, which are assumed to be reinvested in the stock. In accordance with the terms of the award, the beginning value used for calculating TSR is the average closing stock price for the 20 trading days prior to September 29, 2013. Apple's beginning value was calculated to be $68.67 (adjusted for dividends and Apple's 7:1 stock split in June 2014). Similarly, the ending value used for calculating TSR is the average closing price for the 20 trading days ending on September 24, 2016. Apple's ending value was calculated to be $116.24 (adjusted for dividends). F7 · derivative.exercise_date: This award provided that if Apple's relative TSR performance is ranked at or above the 85th percentile for companies in the S&P 500 for the performance period, 200% of the target number of RSUs vest. If Apple's performance is ranked at or above the 55th percentile, 100% of the target number of RSUs vest. If Apple's performance is ranked at or above the 25th percentile, 25% of the target number of RSUs vest, and if Apple's performance is ranked below the 25th percentile, 0% of the target number of RSUs vest. If Apple's performance is ranked above the 25th percentile but below the 85th percentile, then the portion of the RSUs that vest is determined on a straight-line basis (i.e., linearly interpolated) between the two nearest vesting percentages. F8 · derivative.exercise_date: Apple's TSR for the performance period was 69.27%, which ranked 77th of the 458 companies that were included in the S&P 500 for the period and placed Apple in the 83rd percentile. Therefore, 87,578 RSUs subject to performance requirements vested. F5 · derivative.expiration_date: This award was granted on March 3, 2014, for a target number of 44,912 restricted stock units (adjusted for Apple's 7:1 stock split in June 2014). Between 0% and 200% of the target number of units vested on October 1, 2016, with the vesting percentage determined based on Apple's total shareholder return (TSR) relative to the other companies in the S&P 500 from September 29, 2013 through September 24, 2016. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 43,809 | $113.05 | $4,952,607.45 |
DisclosureSEC source: 0001628280-16-019941 · wf-form4_147562055033231.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,848 F2 · security: Shares withheld by Apple to satisfy the minimum statutory tax withholding requirements on vesting of restricted stock units. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 22:36 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 87,578 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-16-019941 · wf-form4_147562055033231.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,657 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 |
| April 04, 2016 Filed Apr 5, 2016 22:33 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 26,284 | $111.43 | $2,928,826.12 |
DisclosureSEC source: 0001209191-16-113272 · doc4.xml · nonDerivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,079 F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2015. F4 · price: This transaction was executed in multiple trades at prices ranging from $110.99 to $111.96; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, the Registrant, or a security holder of the Registrant. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 22:33 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 53,056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-113272 · doc4.xml · derivative · entry 4 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,110 Underlying: Common Stock · 53,056 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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. F5 · derivative.exercise_date: This award was granted on March 3, 2014. 53,056 restricted stock units subject to the award vested on April 1, 2016, and 53,055 restricted stock units are scheduled to vest on each of April 1, 2017 and April 1, 2018, assuming continued employment through the applicable vesting date. F5 · derivative.expiration_date: This award was granted on March 3, 2014. 53,056 restricted stock units subject to the award vested on April 1, 2016, and 53,055 restricted stock units are scheduled to vest on each of April 1, 2017 and April 1, 2018, assuming continued employment through the applicable vesting date. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 22:33 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 26,772 | $109.99 | $2,944,652.28 |
DisclosureSEC source: 0001209191-16-113272 · doc4.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,363 F2 · security: Shares withheld by Registrant to satisfy the minimum statutory tax withholding requirements on vesting of restricted stock units. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 22:33 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 53,056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-113272 · doc4.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,135 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 |
| March 22, 2016 Filed Mar 23, 2016 22:31 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 268,644 | $106.91 | $28,720,730.04 |
DisclosureSEC source: 0001209191-16-110273 · doc4.xml · nonDerivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,079 F4 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2015. F5 · price: This transaction was executed in multiple trades at prices ranging from $106.61 to $107.28; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, the Registrant, or a security holder of the Registrant. Read SEC document |
| March 21, 2016 Filed Mar 23, 2016 22:31 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 525,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-110273 · doc4.xml · derivative · entry 4 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 525,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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. F6 · derivative.exercise_date: This award was granted on November 2, 2011. 50% of the restricted stock units subject to the award vested on June 21, 2013, and the remaining 50% vested on March 21, 2016. F6 · derivative.expiration_date: This award was granted on November 2, 2011. 50% of the restricted stock units subject to the award vested on June 21, 2013, and the remaining 50% vested on March 21, 2016. Read SEC document |
| March 21, 2016 Filed Mar 23, 2016 22:31 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 256,356 | $105.91 | $27,150,663.96 |
DisclosureSEC source: 0001209191-16-110273 · doc4.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,723 F3 · security: Shares withheld by Registrant to satisfy the minimum statutory tax withholding requirements on vesting of restricted stock units. Read SEC document |
| March 21, 2016 Filed Mar 23, 2016 22:31 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 525,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-110273 · doc4.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,079 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 securities reported reflects the acquisition on January 31, 2016 of 211 shares of Apple Inc.'s common stock pursuant to the Apple Inc. Amended Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 1, 2015 through January 31, 2016. 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.