Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Inc.AAPL · Entity 2389 | Director | February 01, 2024 | February 05, 2024 |
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 February 01, 2024 · Filed February 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 468,995 |
Reported balance
After 2024-02-01 transaction · row 1
1 source rowRow 1 · 2024-02-01 · Exercise / conversion · Acquired 1,852 · Balance 468,995 F1: 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. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2024-02-01 | Direct | 0 |
Reported balance
After 2024-02-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-02-01 · Exercise / conversion · Disposed 1,852 · Balance 0 F1: 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: This restricted stock unit award was granted on March 10, 2023 and vested entirely on February 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: This restricted stock unit award was granted on March 10, 2023 and vested entirely on February 1, 2024.
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 |
|---|---|---|---|---|---|---|
| February 01, 2012 Filed Feb 3, 2012 00:03 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 584 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-12-005442 · rrd330367.xml · nonDerivative · entry 1 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,574 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 contingent right to receive one share of common stock upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock. Read SEC document |
| February 23, 2011 Filed Feb 25, 2011 00:59 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 584 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-012947 · rrd301567.xml · derivative · entry 1 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 584 Underlying: Common Stock · 584 shares Expires 2012-02-01 F1 · security: Automatic grants pursuant to the 1997 Director Stock Plan F2 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on 02/01/2012, assuming continued service through the applicable vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on 02/01/2012, assuming continued service through the applicable vesting date. Read SEC document |
| February 01, 2011 Filed Feb 4, 2011 01:32 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionRestricted Stock Unit · Derivative | 990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-11-007307 · rrd297247.xml · derivative · entry 2 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 990 shares Expires 2011-02-01 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 contingent right to receive one (1) share of common stock upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock. F1 · price: Each restricted stock unit represents the contingent right to receive one (1) share of common stock upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock. F2 · derivative.exercise_date: This restricted stock unit award was granted on February 25, 2010 and vests entirely on February 1, 2011. Read SEC document |
| February 01, 2011 Filed Feb 4, 2011 01:32 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-11-007307 · rrd297247.xml · nonDerivative · entry 1 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,990 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 contingent right to receive one (1) share of common stock upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock. Read SEC document |
| February 25, 2010 Filed Feb 26, 2010 21:37 UTC | Apple Inc. AAPL · Entity 2389 | GrantRestricted Stock Unit · Derivative | 990 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-012216 · rrd267718.xml · derivative · entry 2 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 990 Underlying: Common Stock · 990 shares Expires 2011-02-01 F1 · security: Automatic grants pursuant to the 1997 Director Stock Plan F2 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on 02/01/2011, assuming continued service through the applicable vesting date. F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on 02/01/2011, assuming continued service through the applicable vesting date. Read SEC document |
| February 25, 2010 Filed Feb 26, 2010 21:37 UTC | Apple Inc. AAPL · Entity 2389 | GrantDirector Stock Option · Derivative | 9,397 | $0.00 Strike: $202.00 | $0.00 |
DisclosureSEC source: 0001181431-10-012216 · rrd267718.xml · derivative · entry 1 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,397 Underlying: Common Stock · 9,397 shares Expires 2020-02-25 F1 · security: Automatic grants pursuant to the 1997 Director Stock Plan Read SEC document |
| March 19, 2009 Filed Mar 23, 2009 22:18 UTC | Apple Inc. AAPL · Entity 2389 | GrantDirector Stock Option · Derivative | 10,000 | $0.00 Strike: $101.62 | $0.00 |
DisclosureSEC source: 0001181431-09-016980 · rrd237951.xml · derivative · entry 1 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2019-03-19 F1 · security: Automatic grant pursuant to the 1997 Director Stock Option Plan Read SEC document |
| March 19, 2008 Filed Mar 22, 2008 00:28 UTC | Apple Inc. AAPL · Entity 2389 | GrantDirector Stock Option · Derivative | 10,000 | $0.00 Strike: $129.67 | $0.00 |
DisclosureSEC source: 0001181431-08-020695 · rrd200314.xml · derivative · entry 1 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2018-03-19 F1 · security: Automatic grant pursuant to the 1997 Director Stock Option Plan Read SEC document |
| January 28, 2008 Filed Jan 30, 2008 02:12 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionDirector Stock Option (right to buy) · Derivative | 400 | $0.00 Strike: $7.48 | $0.00 |
DisclosureSEC source: 0001181431-08-006105 · rrd192249.xml · derivative · entry 4 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,000 Underlying: Common Stock · 400 shares Expires 2013-03-19 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 |
| January 28, 2008 Filed Jan 30, 2008 02:12 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 400 | $7.48 | $2,992.00 |
DisclosureSEC source: 0001181431-08-006105 · rrd192249.xml · nonDerivative · entry 2 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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 |
| January 25, 2008 Filed Jan 30, 2008 02:12 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionDirector Stock Option (right to buy) · Derivative | 600 | $0.00 Strike: $7.48 | $0.00 |
DisclosureSEC source: 0001181431-08-006105 · rrd192249.xml · derivative · entry 3 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,400 Underlying: Common Stock · 600 shares Expires 2013-03-19 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 |
| January 25, 2008 Filed Jan 30, 2008 02:12 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 600 | $7.48 | $4,488.00 |
DisclosureSEC source: 0001181431-08-006105 · rrd192249.xml · nonDerivative · entry 1 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 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 |
| March 19, 2007 Filed Mar 21, 2007 20:56 UTC | Apple Inc. AAPL · Entity 2389 | GrantDirector Stock Option · Derivative | 10,000 | $91.13 Strike: $91.13 | $911,300.00 |
DisclosureSEC source: 0001181431-07-020563 · rrd151600.xml · derivative · entry 1 GORE ALBERT JR · CIK 0001224944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2017-03-19 F1 · security: Automatic grant pursuant to the 1997 Director Stock Option Plan 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.