Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Vice President | December 17, 2024 | December 20, 2024 |
| Workday, Inc.WDAY · Entity 1785 | Director | June 16, 2026 | June 18, 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.
CHEVRON CORP
Report date December 17, 2024 · Filed December 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,472 |
Reported balance
After 2024-12-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-12-17 · Exercise / conversion · Acquired 39 · Balance 1,472 F1: This number includes the acquisition of stock pursuant to the reinvestment of dividends on directly owned shares of common stock and from dividends on vested stock units (38) issued under the Chevron Corporation 2022 Long-Term Incentive Plan. |
| Common StockSEC Table I · non-derivative | Direct | 1,433 |
Reported balance
After 2024-12-17 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-12-17 · Tax withholding · Disposed 39 · Balance 1,433 F2: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. |
| Common StockSEC Table I · non-derivative | Direct | 1,522 |
Reported balance
After 2024-12-17 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2024-12-17 · Exercise / conversion · Acquired 89 · Balance 1,522 |
| Common StockSEC Table I · non-derivative | Direct | 1,433 |
Reported balance
After 2024-12-17 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2024-12-17 · Tax withholding · Disposed 89 · Balance 1,433 F2: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. |
| Common StockSEC Table I · non-derivative | Direct | 1,557 |
Reported balance
After 2024-12-17 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2024-12-17 · Exercise / conversion · Acquired 124 · Balance 1,557 |
| Common StockSEC Table I · non-derivative | Direct | 1,433 |
Reported balance
After 2024-12-17 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2024-12-17 · Tax withholding · Disposed 124 · Balance 1,433 F2: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. |
| Common StockSEC Table I · non-derivative | Direct | 1,533 |
Reported balance
After 2024-12-17 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2024-12-17 · Exercise / conversion · Acquired 100 · Balance 1,533 |
| Common StockSEC Table I · non-derivative | Direct | 1,433 |
Reported balance
After 2024-12-17 transaction · row 8
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 8 · 2024-12-17 · Tax withholding · Disposed 100 · Balance 1,433 F2: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,902 |
Reported balance
After 2024-12-17 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2024-12-17 · Exercise / conversion · Disposed 39 · Balance 3,902 F5: Restricted stock units granted on January 29, 2020 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2025. F6: Between December 19, 2023 and December 17, 2024, the reporting person acquired dividend equivalents (166 shares). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,604 |
Reported balance
After 2024-12-17 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2024-12-17 · Exercise / conversion · Disposed 89 · Balance 4,604 F7: Restricted stock units granted on January 27, 2021 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2026. F8: Between December 19, 2023 and December 17, 2024, the reporting person acquired dividend equivalents (198 shares). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,352 |
Reported balance
After 2024-12-17 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2024-12-17 · Exercise / conversion · Disposed 124 · Balance 4,352 F9: Restricted stock units granted on January 26, 2022 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2027. F10: Between December 19, 2023 and December 17, 2024, the reporting person acquired dividend equivalents (188 shares). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,163 |
Reported balance
After 2024-12-17 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2024-12-17 · Exercise / conversion · Disposed 100 · Balance 2,163 F11: Restricted stock units granted on January 25, 2023 under the Chevron Corporation 2022 Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units. One-third of the shares subject to the award vested on January 31, 2024, and one-third of the shares subject to the award will vest on January 31, 2025 and January 31, 2026, respectively, and settle in shares of Chevron common stock on the date of vesting. Shares issued upon vesting are subject to a two-year post-vesting holding period, which is removed upon termination of employment. F12: This number includes dividend accruals (94 shares). |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) plan | 11,885 |
Reported balance
Holding disclosure · report date 2024-12-17 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 11,885 F3: Between February 1, 2024 and December 17, 2024, the reporting person acquired 570 shares of Chevron common stock under the Chevron Employee Savings Investment Plan, a 401(k) plan. |
| Common StockSEC Table I · non-derivative | Indirectby Morris Living Trust | 5,222 |
Reported balance
Holding disclosure · report date 2024-12-17 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 5,222 |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 25,226 |
Reported balance
Holding disclosure · report date 2024-12-17 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 25,226 F4: This number includes dividend accruals (10 shares). |
Filing footnotes · ownership attribution and instrument terms
F1: This number includes the acquisition of stock pursuant to the reinvestment of dividends on directly owned shares of common stock and from dividends on vested stock units (38) issued under the Chevron Corporation 2022 Long-Term Incentive Plan.
F2: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service.
F3: Between February 1, 2024 and December 17, 2024, the reporting person acquired 570 shares of Chevron common stock under the Chevron Employee Savings Investment Plan, a 401(k) plan.
F4: This number includes dividend accruals (10 shares).
F5: Restricted stock units granted on January 29, 2020 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2025.
F6: Between December 19, 2023 and December 17, 2024, the reporting person acquired dividend equivalents (166 shares).
F7: Restricted stock units granted on January 27, 2021 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2026.
F8: Between December 19, 2023 and December 17, 2024, the reporting person acquired dividend equivalents (198 shares).
F9: Restricted stock units granted on January 26, 2022 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2027.
F10: Between December 19, 2023 and December 17, 2024, the reporting person acquired dividend equivalents (188 shares).
F11: Restricted stock units granted on January 25, 2023 under the Chevron Corporation 2022 Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units. One-third of the shares subject to the award vested on January 31, 2024, and one-third of the shares subject to the award will vest on January 31, 2025 and January 31, 2026, respectively, and settle in shares of Chevron common stock on the date of vesting. Shares issued upon vesting are subject to a two-year post-vesting holding period, which is removed upon termination of employment.
F12: This number includes dividend accruals (94 shares).
Workday, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,554 |
Reported balance
After 2026-06-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 2,366 · Balance 6,554 F1: Includes 4,327 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, including 2,336 RSUs from an original grant with a grant date of 6/16/2026 which will vest 100% on 5/5/2027. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 4,327 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, including 2,336 RSUs from an original grant with a grant date of 6/16/2026 which will vest 100% on 5/5/2027. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| January 14, 2021 Filed Jan 19, 2021 21:51 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 7,200 | $0.00 Strike: $94.64 | $0.00 |
DisclosureSEC source: 0001127602-21-001982 · form4.xml · derivative · entry 8 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,200 shares Expires 2021-01-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Option granted 1/26/2011. One-third of the shares subject to the option vested on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 21:51 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 7,500 | $94.81 | $711,075.00 |
DisclosureSEC source: 0001127602-21-001982 · form4.xml · nonDerivative · entry 4 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person's spouse on August 27, 2020. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 21:51 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 7,500 | $94.64 | $709,800.00 |
DisclosureSEC source: 0001127602-21-001982 · form4.xml · nonDerivative · entry 3 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,314 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. F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person's spouse on August 27, 2020. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 21:51 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 7,200 | $94.81 | $682,632.00 |
DisclosureSEC source: 0001127602-21-001982 · form4.xml · nonDerivative · entry 2 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2020. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 21:51 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 7,200 | $94.64 | $681,408.00 |
DisclosureSEC source: 0001127602-21-001982 · form4.xml · nonDerivative · entry 1 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,014 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 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2020. Read SEC document |
| December 17, 2020 Filed Dec 22, 2020 00:11 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032131 · form4.xml · derivative · entry 12 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,401 Underlying: Common Stock · 24 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. F9 · derivative.exercise_price: Restricted stock units granted on January 25, 2017 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2022. F9 · derivative.exercise_date: Restricted stock units granted on January 25, 2017 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2022. F9 · derivative.expiration_date: Restricted stock units granted on January 25, 2017 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2022. F10 · balance_after: Between December 18, 2019 and December 17, 2020, the reporting person acquired dividend equivalents (194 shares). Read SEC document |
| December 17, 2020 Filed Dec 22, 2020 00:11 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032131 · form4.xml · derivative · entry 11 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,117 Underlying: Common Stock · 22 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. F7 · derivative.exercise_price: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F7 · derivative.exercise_date: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F7 · derivative.expiration_date: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F8 · balance_after: Between December 18, 2019 and December 17, 2020, the reporting person acquired dividend equivalents (178 shares). Read SEC document |
| December 17, 2020 Filed Dec 22, 2020 00:11 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032131 · form4.xml · derivative · entry 10 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,436 Underlying: Common Stock · 46 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. F5 · derivative.exercise_price: Restricted stock units granted on 1/30/2019 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2024. F5 · derivative.exercise_date: Restricted stock units granted on 1/30/2019 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2024. F5 · derivative.expiration_date: Restricted stock units granted on 1/30/2019 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2024. F6 · balance_after: This number includes dividend equivalents (322 shares). Read SEC document |
| December 17, 2020 Filed Dec 22, 2020 00:11 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 24 | $88.41 | $2,121.84 |
DisclosureSEC source: 0001127602-20-032131 · form4.xml · nonDerivative · entry 6 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 F2 · kind: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. Read SEC document |
| December 17, 2020 Filed Dec 22, 2020 00:11 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032131 · form4.xml · nonDerivative · entry 5 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 838 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2020 Filed Dec 22, 2020 00:11 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 22 | $88.41 | $1,945.02 |
DisclosureSEC source: 0001127602-20-032131 · form4.xml · nonDerivative · entry 4 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 F2 · kind: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. Read SEC document |
| December 17, 2020 Filed Dec 22, 2020 00:11 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032131 · form4.xml · nonDerivative · entry 3 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 836 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2020 Filed Dec 22, 2020 00:11 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 46 | $88.41 | $4,066.86 |
DisclosureSEC source: 0001127602-20-032131 · form4.xml · nonDerivative · entry 2 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 F2 · kind: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. Read SEC document |
| December 17, 2020 Filed Dec 22, 2020 00:11 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032131 · form4.xml · nonDerivative · entry 1 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 860 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: This number includes dividend accruals (16 shares). Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 21:56 UTC | CHEVRON CORP CVX · Entity 2804 | GrantRestricted Stock Units · Derivative | 3,270 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002914 · form4.xml · derivative · entry 2 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,270 Underlying: Common Stock · 3,270 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units granted under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2025. F2 · derivative.exercise_date: Restricted stock units granted under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2025. F2 · derivative.expiration_date: Restricted stock units granted under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2025. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 21:56 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 27,700 | $0.00 Strike: $110.37 | $0.00 |
DisclosureSEC source: 0001127602-20-002914 · form4.xml · derivative · entry 1 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,700 Underlying: Common Stock · 27,700 shares Expires 2030-01-29 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on January 31, 2021, January 31, 2022 and January 31, 2023, respectively. Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · derivative · entry 14 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,231 Underlying: Common Stock · 22 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. F12 · derivative.exercise_price: Restricted stock units granted on January 25, 2017 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2022. F12 · derivative.exercise_date: Restricted stock units granted on January 25, 2017 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2022. F12 · derivative.expiration_date: Restricted stock units granted on January 25, 2017 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2022. F13 · balance_after: Between February 2, 2019 and December 17, 2019, the reporting person acquired dividend equivalents (125 shares). Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 39 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · derivative · entry 13 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,961 Underlying: Common Stock · 39 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. F10 · derivative.exercise_price: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F10 · derivative.exercise_date: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F10 · derivative.expiration_date: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F11 · balance_after: Between February 2, 2019 and December 17, 2019, the reporting person acquired dividend equivalents (115 shares). Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 8,100 | $0.00 Strike: $73.70 | $0.00 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · derivative · entry 12 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 0 Underlying: Common Stock · 8,100 shares Expires 2020-01-27 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. F9 · derivative.exercise_date: Option granted January 27, 2010. One-third of the shares subject to the option vested on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 7,800 | $0.00 Strike: $73.70 | $0.00 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · derivative · entry 11 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,800 shares Expires 2020-01-27 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. F9 · derivative.exercise_date: Option granted January 27, 2010. One-third of the shares subject to the option vested on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 22 | $118.60 | $2,609.20 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · nonDerivative · entry 8 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 798 F7 · kind: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · nonDerivative · entry 7 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 820 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 39 | $118.60 | $4,625.40 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · nonDerivative · entry 6 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 798 F7 · kind: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 39 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · nonDerivative · entry 5 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 8,100 | $119.68 | $969,436.35 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · nonDerivative · entry 4 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 26,249 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person's spouse on August 29, 2019. F6 · price: This transaction was executed in multiple trades at prices ranging from $119.55 to $119.82. The price reported above reflects the weighted-average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range provided. Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 8,100 | $73.70 | $596,970.00 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · nonDerivative · entry 3 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 34,349 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person's spouse on August 29, 2019. F5 · balance_after: This number includes dividend accruals (1,003 shares). Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 7,800 | $119.68 | $933,526.62 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · nonDerivative · entry 2 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 798 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 29, 2019. F3 · price: This transaction was executed in multiple trades at prices ranging from $119.53 to $119.81. The price reported above reflects the weighted-average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range provided. Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 7,800 | $73.70 | $574,860.00 |
DisclosureSEC source: 0001127602-19-035574 · form4.xml · nonDerivative · entry 1 MORRIS RHONDA J · CIK 0001764758 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,598 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 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 29, 2019. F2 · balance_after: This number includes dividend accruals (10 shares). 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.