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 |
|---|---|---|---|---|---|---|
| March 02, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionEmployee Stock Option · Derivative | 500 | $0.00 Strike: $46.57 | $0.00 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · derivative · entry 12 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 500 shares Expires 2012-08-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F9 · derivative.exercise_date: This option was granted on August 30, 2005 and vested in 16 quarterly installments over the four-year period after the date of grant. Read SEC document |
| March 02, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 596 | $350.00 | $208,600.00 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · nonDerivative · entry 10 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,587 F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. Read SEC document |
| March 02, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 500 | $46.57 | $23,285.00 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · nonDerivative · entry 9 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,183 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 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. Read SEC document |
| March 01, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionEmployee Stock Option · Derivative | 2,000 | $0.00 Strike: $46.57 | $0.00 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · derivative · entry 11 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,500 Underlying: Common Stock · 2,000 shares Expires 2012-08-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F9 · derivative.exercise_date: This option was granted on August 30, 2005 and vested in 16 quarterly installments over the four-year period after the date of grant. Read SEC document |
| March 01, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 900 | $354.90 | $319,406.49 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · nonDerivative · entry 8 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,683 F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F8 · price: This transaction was executed in multiple trades at prices ranging from $354.30 to $355.27; 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 issuer, or a security holder of the issuer. Read SEC document |
| March 01, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 4,000 | $353.31 | $1,413,240.00 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · nonDerivative · entry 7 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,583 F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F7 · price: This transaction was executed in multiple trades at prices ranging from $352.90 to $353.87; 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, the issuer, or a security holder of the issuer. Read SEC document |
| March 01, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 5,736 | $352.31 | $2,020,823.20 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · nonDerivative · entry 6 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,583 F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F6 · price: This transaction was executed in multiple trades at prices ranging from $351.89 to $352.84; 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, the issuer, or a security holder of the issuer. Read SEC document |
| March 01, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 1,500 | $351.32 | $526,984.05 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · nonDerivative · entry 5 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,319 F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F5 · price: This transaction was executed in multiple trades at prices ranging from $350.88 to $351.83; 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 issuer, or a security holder of the issuer. Read SEC document |
| March 01, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 7,894 | $350.19 | $2,764,406.96 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · nonDerivative · entry 4 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,819 F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F4 · price: This transaction was executed in multiple trades at prices ranging from $349.86 to $350.84; 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, the issuer, or a security holder of the issuer. Read SEC document |
| March 01, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 6,170 | $349.51 | $2,156,485.34 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · nonDerivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,713 F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F3 · price: This transaction was executed in multiple trades at prices ranging from $348.86 to $349.85; 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 issuer, or a security holder of the issuer. Read SEC document |
| March 01, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 3,300 | $348.39 | $1,149,692.94 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,883 F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F2 · price: This transaction was executed in multiple trades at prices ranging from $347.81 to $348.77; 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 issuer, or a security holder of the issuer. Read SEC document |
| March 01, 2011 Filed Mar 4, 2011 00:14 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 2,000 | $46.57 | $93,140.00 |
DisclosureSEC source: 0001181431-11-015400 · rrd300845.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,183 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 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. Read SEC document |
| February 07, 2011 Filed Feb 9, 2011 23:32 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionEmployee Stock Option · Derivative | 500 | $0.00 Strike: $46.57 | $0.00 |
DisclosureSEC source: 0001181431-11-008761 · rrd300276.xml · derivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 500 shares Expires 2012-08-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F2 · derivative.exercise_date: This option was granted on August 30, 2005 and vested in 16 quarterly installments over the four-year period after the date of grant. Read SEC document |
| February 07, 2011 Filed Feb 9, 2011 23:32 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 8,000 | $350.00 | $2,800,000.00 |
DisclosureSEC source: 0001181431-11-008761 · rrd300276.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,183 F1 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. Read SEC document |
| February 07, 2011 Filed Feb 9, 2011 23:32 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 500 | $46.57 | $23,285.00 |
DisclosureSEC source: 0001181431-11-008761 · rrd300276.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,183 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 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. Read SEC document |
| February 01, 2011 Filed Feb 4, 2011 01:29 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionEmployee Stock Option · Derivative | 2,000 | $0.00 Strike: $46.57 | $0.00 |
DisclosureSEC source: 0001181431-11-007302 · rrd298361.xml · derivative · entry 7 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 Underlying: Common Stock · 2,000 shares Expires 2012-08-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F8 · derivative.exercise_date: This option was granted on August 30, 2005 and vested in 16 quarterly installments over the four-year period after the date on grant. Read SEC document |
| February 01, 2011 Filed Feb 4, 2011 01:29 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 14,655 | $345.10 | $5,057,440.50 |
DisclosureSEC source: 0001181431-11-007302 · rrd298361.xml · nonDerivative · entry 6 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,683 F3 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F7 · price: This transaction was executed in multiple trades at prices ranging from $344.64 to $345.53; 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 issuer, or a security holder of the issuer. Read SEC document |
| February 01, 2011 Filed Feb 4, 2011 01:29 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 6,145 | $344.16 | $2,114,865.04 |
DisclosureSEC source: 0001181431-11-007302 · rrd298361.xml · nonDerivative · entry 5 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,338 F3 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F6 · price: This transaction was executed in multiple trades at prices ranging from $343.60 to $344.56; 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 issuer, or a security holder of the issuer. Read SEC document |
| February 01, 2011 Filed Feb 4, 2011 01:29 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 1,700 | $342.73 | $582,632.50 |
DisclosureSEC source: 0001181431-11-007302 · rrd298361.xml · nonDerivative · entry 4 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,483 F3 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F5 · price: This transaction was executed in multiple trades at prices ranging from $342.495 to $343.40; 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 issuer, or a security holder of the issuer. Read SEC document |
| February 01, 2011 Filed Feb 4, 2011 01:29 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 2,000 | $342.05 | $684,097.60 |
DisclosureSEC source: 0001181431-11-007302 · rrd298361.xml · nonDerivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,183 F3 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. F4 · price: This transaction was executed in multiple trades at prices ranging from $341.49 to $342.46; 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 issuer, or a security holder of the issuer. Read SEC document |
| February 01, 2011 Filed Feb 4, 2011 01:29 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 2,000 | $46.57 | $93,140.00 |
DisclosureSEC source: 0001181431-11-007302 · rrd298361.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,183 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. F3 · security: These transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2010. Read SEC document |
| January 31, 2011 Filed Feb 4, 2011 01:29 UTC | Apple Inc. AAPL · Entity 2389 | GrantCommon Stock (ESPP) | 95 | $222.57 | $21,144.39 |
DisclosureSEC source: 0001181431-11-007302 · rrd298361.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,183 F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Apple Inc. Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of August 2, 2010 through January 31, 2011. This transaction is also exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on August 2, 2010. Read SEC document |
| December 12, 2010 Filed Dec 15, 2010 00:03 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-10-061721 · rrd284996.xml · derivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2010-12-12 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 (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. F3 · derivative.exercise_date: This restricted stock unit award was granted on December 12, 2006 and vested 25% on each of the first four anniversaries of the grant date. Read SEC document |
| December 12, 2010 Filed Dec 15, 2010 00:03 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 4,668 | $320.56 | $1,496,374.08 |
DisclosureSEC source: 0001181431-10-061721 · rrd284996.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,088 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of restricted stock units. Read SEC document |
| December 12, 2010 Filed Dec 15, 2010 00:03 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-10-061721 · rrd284996.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,756 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 (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. Read SEC document |
| October 18, 2010 Filed Oct 19, 2010 21:55 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-10-051426 · rrd285000.xml · derivative · entry 8 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2011-10-18 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 (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. F5 · derivative.exercise_date: This restricted stock unit award was granted on October 18, 2007 and vests in annual installments on each of the first four anniversaries of the grant date. Read SEC document |
| October 18, 2010 Filed Oct 19, 2010 21:55 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 4,668 | $318.00 | $1,484,424.00 |
DisclosureSEC source: 0001181431-10-051426 · rrd285000.xml · nonDerivative · entry 5 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,756 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of restricted stock units. Read SEC document |
| October 18, 2010 Filed Oct 19, 2010 21:55 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-10-051426 · rrd285000.xml · nonDerivative · entry 4 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,424 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 (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. Read SEC document |
| October 15, 2010 Filed Oct 19, 2010 21:55 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-10-051426 · rrd285000.xml · derivative · entry 7 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 3,750 shares Expires 2012-10-15 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 (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. F4 · derivative.exercise_date: This restricted stock unit award was granted on October 12, 2008 and vests in semi-annual installments over four years, beginning on April 15, 2009. Read SEC document |
| October 15, 2010 Filed Oct 19, 2010 21:55 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-10-051426 · rrd285000.xml · derivative · entry 6 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 3,750 shares Expires 2013-10-15 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 (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. F3 · derivative.exercise_date: This restricted stock unit award was granted on September 26, 2009 and vests in semi-annual installments over four years, beginning on April 15, 2010. Read SEC document |
| October 15, 2010 Filed Oct 19, 2010 21:55 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 3,502 | $317.74 | $1,112,725.48 |
DisclosureSEC source: 0001181431-10-051426 · rrd285000.xml · nonDerivative · entry 3 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,424 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of restricted stock units. Read SEC document |
| October 15, 2010 Filed Oct 19, 2010 21:55 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-10-051426 · rrd285000.xml · nonDerivative · entry 2 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,926 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 (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. Read SEC document |
| October 15, 2010 Filed Oct 19, 2010 21:55 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-10-051426 · rrd285000.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,176 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 (1) share of common stock. This transaction represents the settlement of vested restricted stock units in shares of common stock. Read SEC document |
| September 21, 2010 Filed Sep 23, 2010 21:53 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Units · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-047836 · rrd286671.xml · derivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2014-09-21 F1 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. F2 · derivative.exercise_date: 100% of the restricted stock units are scheduled to vest on September 21, 2014, assuming continued employment through the vesting date. F2 · derivative.expiration_date: 100% of the restricted stock units are scheduled to vest on September 21, 2014, assuming continued employment through the vesting date. Read SEC document |
| July 30, 2010 Filed Aug 6, 2010 00:06 UTC | Apple Inc. AAPL · Entity 2389 | GrantCommon Stock (ESPP) | 118 | $179.87 | $21,224.48 |
DisclosureSEC source: 0001181431-10-040675 · rrd282469.xml · nonDerivative · entry 1 WILLIAMS JEFFREY E · CIK 0001496686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,426 F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Apple Inc. Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of December 28, 2009 through July 30, 2010. This transaction is also exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on December 28, 2009. 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.