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 |
| BOEING COBA · Entity 2862 | EVP | March 02, 2012 | March 06, 2012 |
| CDW CorpCDW · Entity 3281 | Director | September 10, 2026 | September 14, 2026 |
| DOW INC.DOW · Entity 3233 | Director | April 09, 2020 | April 13, 2020 |
| DuPont de Nemours, Inc.DWDP · Entity 3297 | Director | April 25, 2018 | April 26, 2018 |
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 | 38,527 |
Reported balance
After 2024-02-01 transaction · row 1
1 source rowRow 1 · 2024-02-01 · Exercise / conversion · Acquired 1,852 · Balance 38,527 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.
BOEING CO
Report date March 02, 2012 · Filed March 06, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 116,173.53 |
Reported balance
After 2012-03-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2012-03-02 · Tax withholding · Disposed 58.97 · Balance 116,173.53 F1: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2: Includes adjustments for dividends accrued. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,610.41 |
Reported balance
Holding disclosure · report date 2012-03-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,610.41 |
| Common StockSEC Table I · non-derivative | IndirectCareer Shares | 12,201.07 |
Reported balance
Holding disclosure · report date 2012-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 12,201.07 F2: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction.
F2: Includes adjustments for dividends accrued.
CDW Corp
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 26,453.99 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Grant · Acquired 95.7 · Balance 26,453.99 F1: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2021 Long-Term Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2021 Long-Term Incentive Plan.
DOW INC.
Report date April 09, 2020 · Filed April 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,815 |
Reported balance
After 2020-04-09 transaction · row 1
1 source rowRow 1 · 2020-04-09 · Grant · Acquired 5,061 · Balance 15,815 F1: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person.
DuPont de Nemours, Inc.
Report date April 25, 2018 · Filed April 26, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,336 |
Reported balance
After 2018-04-25 transaction · row 1
1 source rowRow 1 · 2018-04-25 · Grant · Acquired 2,680 · Balance 38,336 F1: Award of stock with transfer restrictions exempt under Rule 16b-3 |
Filing footnotes · ownership attribution and instrument terms
F1: Award of stock with transfer restrictions exempt under Rule 16b-3
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DOW CHEMICAL CO /DE/
Report date August 31, 2017 · Filed September 05, 2017
Section 16 reporting ended · disclosed 2017-09-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-08-31 transaction · row 1
1 source rowRow 1 · 2017-08-31 · Disposition to issuer · Disposed 35,656 · Balance 0 F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 11, 2015, as amended on March 31, 2017 (the "Merger Agreement"), by and among the Issuer, E. I. du Pont de Nemours and Company, DowDuPont Inc. (f/k/a Diamond-Orion HoldCo, Inc., "DowDuPont"), Diamond Merger Sub, Inc. and Orion Merger Sub, Inc, pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly-owned subsidiary of DowDuPont. In the Merger, each share of Issuer Common Stock, par value $2.50 per share, was exchanged for one share of common stock, par value $0.01 per share, of DowDuPont ("DowDuPont Common Stock"). The closing price of a share of Common Stock on August 31, 2017 (the last trading day prior to the effectiveness of the Merger) was $66.65, and the closing price of a share of DowDuPont common stock on September 1, 2017 (the effective date of the Merger) was $67.18. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-08-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-08-31 · Disposition to issuer · Disposed 8,671.2 · Balance 0 F2: There is no conversion price for these phantom stock units. F4: Each phantom stock unit was the economic equivalent of one share of Common Stock of the Issuer. As a result of the Merger, the phantom stock units in respect of deferrals and associated earnings were automatically converted to the economic equivalent of one share of DowDuPont Common Stock. F3: The phantom stock units were to be delivered entirely in cash in ten annual installments beginning in January following retirement. As a result of the Merger, these phantom stock units were assumed by DowDuPont and will be delivered according to the same terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 11, 2015, as amended on March 31, 2017 (the "Merger Agreement"), by and among the Issuer, E. I. du Pont de Nemours and Company, DowDuPont Inc. (f/k/a Diamond-Orion HoldCo, Inc., "DowDuPont"), Diamond Merger Sub, Inc. and Orion Merger Sub, Inc, pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly-owned subsidiary of DowDuPont. In the Merger, each share of Issuer Common Stock, par value $2.50 per share, was exchanged for one share of common stock, par value $0.01 per share, of DowDuPont ("DowDuPont Common Stock"). The closing price of a share of Common Stock on August 31, 2017 (the last trading day prior to the effectiveness of the Merger) was $66.65, and the closing price of a share of DowDuPont common stock on September 1, 2017 (the effective date of the Merger) was $67.18.
F2: There is no conversion price for these phantom stock units.
F3: The phantom stock units were to be delivered entirely in cash in ten annual installments beginning in January following retirement. As a result of the Merger, these phantom stock units were assumed by DowDuPont and will be delivered according to the same terms.
F4: Each phantom stock unit was the economic equivalent of one share of Common Stock of the Issuer. As a result of the Merger, the phantom stock units in respect of deferrals and associated earnings were automatically converted to the economic equivalent of one share of DowDuPont Common Stock.
JPMORGAN CHASE & CO
Report date May 18, 2020 · Filed May 22, 2020
Section 16 reporting ended · disclosed 2020-05-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 20, 2015 Filed Jan 22, 2015 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 4,024.5695 | $55.91 | $225,000.00 |
DisclosureSEC source: 0001225208-15-001757 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,102.3666 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 22, 2014 Filed Jan 24, 2014 22:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,887.689 | $57.88 | $225,000.00 |
DisclosureSEC source: 0001225208-14-002326 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,765.8986 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2013 Filed Jan 19, 2013 00:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,649.635 | $46.58 | $170,000.00 |
DisclosureSEC source: 0001225208-13-001712 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,668.964 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| May 02, 2012 Filed May 4, 2012 14:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 135 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-011232 · doc4.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| May 02, 2012 Filed May 4, 2012 14:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 135 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-011232 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,909.6103 Read SEC document |
| March 02, 2012 Filed Mar 6, 2012 22:46 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 58.97 | $74.96 | $4,420.10 |
DisclosureSEC source: 0001225208-12-006901 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,173.53 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| February 27, 2012 Filed Feb 29, 2012 19:19 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 67,645 | $0.00 Strike: $75.40 | $0.00 |
DisclosureSEC source: 0001225208-12-005984 · doc4.xml · derivative · entry 4 BELL JAMES A · CIK 0001182047 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,645 Underlying: Common Stock · 67,645 shares Expires 2022-02-27 F2 · derivative.exercise_date: Represents an option grant for the purchase of 67,645 shares vesting over a period of three years from the date of grant (February 27, 2012), with 34% on February 27, 2013, 33% on February 27, 2014 and 33% on February 27, 2015. Read SEC document |
| February 27, 2012 Filed Feb 29, 2012 19:19 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 15,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-005984 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,904.08 F1 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 27, 2015. Read SEC document |
| February 23, 2012 Filed Feb 27, 2012 21:58 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 9,954.03 | $75.85 | $754,963.41 |
DisclosureSEC source: 0001225208-12-005606 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,750.08 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| January 18, 2012 Filed Jan 20, 2012 17:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 4,774.6103 | $35.61 | $170,000.00 |
DisclosureSEC source: 0001225208-12-001758 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,774.6103 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 03, 2012 Filed Jan 5, 2012 21:52 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 17,326.75 | $74.56 | $1,291,882.48 |
DisclosureSEC source: 0001225208-12-000871 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,704.11 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| November 02, 2011 Filed Nov 3, 2011 21:58 UTC | BOEING CO BA · Entity 2862 | SaleCommon Stock | 20,000 | $64.54 | $1,290,740.00 |
DisclosureSEC source: 0001225208-11-024310 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,441.38 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $64.46 to $64.61 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| February 22, 2011 Filed Feb 25, 2011 00:44 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 61,762 | $0.00 Strike: $71.44 | $0.00 |
DisclosureSEC source: 0001225208-11-007246 · doc4.xml · derivative · entry 4 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,762 Underlying: Common Stock · 61,762 shares Expires 2021-02-22 F2 · derivative.exercise_date: The options vest over a period of three years from the date of grant (February 22, 2011), with 34% vesting on February 22, 2012, 33% vesting on February 22, 2013, and 33% vesting on February 22, 2014. Read SEC document |
| February 22, 2011 Filed Feb 25, 2011 00:44 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 15,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-007246 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,742.97 F1 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 22, 2014. Read SEC document |
| October 27, 2010 Filed Oct 29, 2010 21:18 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $26.88 | $0.00 |
DisclosureSEC source: 0001225208-10-023653 · doc4.xml · derivative · entry 6 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2013-04-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Options became exercisable approximately 40% on the 3rd anniversary and 30% on each of the 4th and 5th anniversaries of the grant date, April 21, 2003. Read SEC document |
| October 27, 2010 Filed Oct 29, 2010 21:18 UTC | BOEING CO BA · Entity 2862 | SaleCommon Stock | 15,000 | $69.95 | $1,049,217.00 |
DisclosureSEC source: 0001225208-10-023653 · doc4.xml · nonDerivative · entry 3 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,643.21 F3 · price: The price shown is a weighted average sale price; the prices actually received ranged from $69.90 to $69.99 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| October 27, 2010 Filed Oct 29, 2010 21:18 UTC | BOEING CO BA · Entity 2862 | SaleCommon Stock | 10,000 | $69.86 | $698,554.00 |
DisclosureSEC source: 0001225208-10-023653 · doc4.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,643.21 F2 · price: The price shown is a weighted average sale price; the prices actually received ranged from $69.85 to $69.89 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| October 27, 2010 Filed Oct 29, 2010 21:18 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon Stock | 10,000 | $26.88 | $268,800.00 |
DisclosureSEC source: 0001225208-10-023653 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,643.21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 03, 2010 Filed Jan 28, 2011 22:50 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 32.88 | $64.76 | $2,129.14 |
DisclosureSEC source: 0001225208-11-004188 · doc5.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,214.97 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| August 30, 2010 Filed Sep 1, 2010 21:05 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 4,980.83 | $62.65 | $312,024.10 |
DisclosureSEC source: 0001225208-10-020145 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,111.31 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| February 22, 2010 Filed Feb 24, 2010 21:50 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 62,763 | $0.00 Strike: $63.83 | $0.00 |
DisclosureSEC source: 0001225208-10-005531 · doc4.xml · derivative · entry 4 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,763 Underlying: Common Stock · 62,763 shares Expires 2020-02-22 F2 · derivative.exercise_date: The options vest over a period of three years from the date of grant (February 22, 2010), with 34% vesting after the first year, on February 22, 2011, 33% vesting after the second year, on February 22, 2012, and 33% vesting after the third year, on February 22, 2013. Read SEC document |
| February 22, 2010 Filed Feb 24, 2010 21:50 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 15,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-005531 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,967.97 F1 · shares: Represents a restricted stock unit award that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 22, 2013. Read SEC document |
| February 01, 2010 Filed Feb 2, 2010 00:59 UTC | BOEING CO BA · Entity 2862 | SaleCommon Stock | 20,000 | $61.52 | $1,230,400.00 |
DisclosureSEC source: 0001225208-10-002889 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,530.97 F1 · price: Represents the weighted average sales price. The highest price at which shares were sold was $61.56 and the lowest price at which shares were sold was $61.50. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| October 25, 2009 Filed Oct 27, 2009 19:47 UTC | BOEING CO BA · Entity 2862 | Disposition to issuerCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-021011 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,934.3 F1 · shares: Reflects an amendment to the restricted stock unit award granted to Mr. Bell on June 22, 2009 to reduce the number of shares subject to the award by 8,000 and change the vesting date for the remaining 42,000 restricted stock units to December 31, 2011. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 22, 2009 Filed Jun 24, 2009 23:37 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-014418 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,202.77 F1 · shares: Represents a restricted stock unit award that will vest and settle in shares of the Company's common stock on a one-for-one basis on June 22, 2012. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 10, 2009 Filed Mar 12, 2009 22:28 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionBoeing Stock Units · Derivative | 5,267.68 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-007031 · doc4.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,267.68 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. F3 · security: Boeing Stock Units (BSUs) are phantom stock units allocated to the reporting person's Boeing Stock Unit account under the Incentive Compensation Plan. F4 · derivative.exercise_price: BSUs convert into common stock on a 1-for-1 basis if settled in stock. F5 · derivative.exercise_date: BSUs vest and are payable in cash or stock three years after the award is granted. F5 · derivative.expiration_date: BSUs vest and are payable in cash or stock three years after the award is granted. F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 10, 2009 Filed Mar 12, 2009 22:28 UTC | BOEING CO BA · Entity 2862 | Disposition to issuerCommon Stock | 5,267.68 | $32.17 | $169,461.27 |
DisclosureSEC source: 0001225208-09-007031 · doc4.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,928.12 F2 · shares: Vested Boeing Stock Units paid out in cash. Read SEC document |
| March 10, 2009 Filed Mar 12, 2009 22:28 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon Stock | 5,267.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-007031 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP, Corp. Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,195.8 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: Includes adjustments for dividends accrued. Read SEC document |
| February 23, 2009 Filed Feb 25, 2009 22:21 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 71,349 | $0.00 Strike: $35.57 | $0.00 |
DisclosureSEC source: 0001225208-09-004856 · doc4.xml · derivative · entry 4 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,349 Underlying: Common Stock · 71,349 shares Expires 2019-02-23 F3 · derivative.exercise_date: The options vest over a period of three years from the date of grant (February 23, 2009), with 34% vesting after the first year, on February 23, 2010, 33% vesting after the second year, on February 23, 2011, and 33% vesting after the third year, on February 23, 2012. Read SEC document |
| February 23, 2009 Filed Feb 25, 2009 22:21 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 22,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-004856 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,759.04 F1 · shares: Represents a restricted stock unit award that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 23, 2012. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| August 29, 2008 Filed Sep 4, 2008 01:03 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 4,624.2 | $66.71 | $308,457.26 |
DisclosureSEC source: 0001225208-08-014407 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,179.29 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units granted effective August 29, 2005 to Mr. Bell for his service as interim CEO in 2005 while serving as CFO and to encourage long-term performance. The award vests in increments of 50% on each of the 3rd and 5th anniversaries of the grant date. This report does not reflect an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:46 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionBoeing Stock Units · Derivative | 6,252.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-08-000034 · bel1828.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,080.48 Underlying: Common · 6,252.4 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. F3 · security: Boeing Stock Units (BSUs) are phantom stock units allocated to the reporting person's Boeing Stock Unit account under the Incentive Compensation Plan. F4 · derivative.exercise_price: BSUs convert into common stock on a 1-for-1 basis if settled in stock. F5 · derivative.exercise_date: BSUs vest and are payable in cash or stock three years after the award is granted. F5 · derivative.expiration_date: BSUs vest and are payable in cash or stock three years after the award is granted. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:46 UTC | BOEING CO BA · Entity 2862 | Disposition to issuerCommon | 6,252.4 | $74.07 | $463,115.27 |
DisclosureSEC source: 0001137638-08-000034 · bel1828.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,678.78 F1 · shares: Vested Boeing Stock Units paid out in cash. Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:46 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 6,252.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-08-000034 · bel1828.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,931.18 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. Read SEC document |
| February 25, 2008 Filed Feb 27, 2008 21:10 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 62,000 | $0.00 Strike: $83.93 | $0.00 |
DisclosureSEC source: 0001137638-08-000020 · bel1814.xml · derivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,000 Underlying: Common · 62,000 shares Expires 2018-02-25 F1 · derivative.exercise_date: The options vest over a period of three years from the date of grant (February 25, 2008), with 34% vesting after the first year, on February 25, 2009, 33% vesting after the second year, on February 25, 2010, and 33% vesting after the third year, on February 25, 2011. Read SEC document |
| July 27, 2007 Filed Jul 31, 2007 23:11 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2005 Performance Shares · Derivative | 9,742.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000139 · bel1746.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,450.07 Underlying: Common · 9,742.85 shares Expires 2010-02-28 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: Performance shares convert into common stock on a 1-for-1 basis on vesting. F2 · derivative.exercise_date: 2005 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $74.49, 30% at $79.82, 45% at $85.14, 60% at $90.46, 75% at $95.78, 90% at $101.10, 100% at $106.42, 110% at $111.74, 120% at $117.06, and 125% at $119.72. F3 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| July 27, 2007 Filed Jul 31, 2007 23:11 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 3,843.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000139 · bel1746.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,387.71 Read SEC document |
| July 27, 2007 Filed Jul 31, 2007 23:11 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 9,742.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000139 · bel1746.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,231.56 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 |
| June 14, 2007 Filed Jun 18, 2007 21:41 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2004 Performance Shares · Derivative | 2,104.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000110 · bel1722.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,104.65 shares Expires 2009-02-23 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 · derivative.exercise_price: Performance shares convert into common stock on a 1-for-1 basis on vesting. F3 · shares: Represents an additional 5% of 2004 Performance Shares awarded to reporting person pursuant to Company reaching the 125% vesting installment. F4 · derivative.exercise_date: 2004 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $60.94, 30% at $65.30, 45% at $69.65, 60% at $74.00, 75% at $78.35, 90% at $82.71, 100% at $87.06, 110% at $91.41, 120% at $95.77, and 125% at $97.94. Read SEC document |
| June 14, 2007 Filed Jun 18, 2007 21:41 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 830.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000110 · bel1722.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,488.71 Read SEC document |
| June 14, 2007 Filed Jun 18, 2007 21:41 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 2,104.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000110 · bel1722.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,319.36 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 31, 2007 Filed Jun 4, 2007 23:16 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2005 Performance Shares · Derivative | 9,661.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000098 · bel1709.xml · derivative · entry 8 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,102.59 Underlying: Common · 9,661.56 shares Expires 2010-02-28 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: Performance shares convert into common stock on a 1-for-1 basis on vesting. F4 · derivative.exercise_date: 2005 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $74.49, 30% at $79.82, 45% at $85.14, 60% at $90.46, 75% at $95.78, 90% at $101.10, 100% at $106.42, 110% at $111.74, 120% at $117.06, and 125% at $119.72. Read SEC document |
| May 31, 2007 Filed Jun 4, 2007 23:16 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2004 Performance Shares · Derivative | 4,209.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000098 · bel1709.xml · derivative · entry 7 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 4,209.3 shares Expires 2009-02-23 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: Performance shares convert into common stock on a 1-for-1 basis on vesting. F2 · shares: Represents an additional 10% of 2004 Performance Shares awarded to reporting person pursuant to Company reaching the 120% vesting installment. F3 · derivative.exercise_date: 2004 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $60.94, 30% at $65.30, 45% at $69.65, 60% at $74.00, 75% at $78.35, 90% at $82.71, 100% at $87.06, 110% at $91.41, 120% at $95.77, and 125% at $97.94. Read SEC document |
| May 31, 2007 Filed Jun 4, 2007 23:16 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 3,811.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000098 · bel1709.xml · nonDerivative · entry 4 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,134.76 Read SEC document |
| May 31, 2007 Filed Jun 4, 2007 23:16 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 1,661.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000098 · bel1709.xml · nonDerivative · entry 3 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,946.32 Read SEC document |
| May 31, 2007 Filed Jun 4, 2007 23:16 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 9,661.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000098 · bel1709.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,607.62 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 31, 2007 Filed Jun 4, 2007 23:16 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 4,209.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000098 · bel1709.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,946.06 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 |
| April 27, 2007 Filed May 1, 2007 23:32 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2004 Performance Shares · Derivative | 4,209.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000078 · bel1686.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 4,209.3 shares Expires 2009-02-23 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: Performance shares convert into common stock on a 1-for-1 basis on vesting. F2 · shares: Represents an additional 10% of 2004 Performance Shares awarded to reporting person pursuant to Company reaching the 110% vesting installment. F3 · derivative.exercise_date: 2004 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $60.94, 30% at $65.30, 45% at $69.65, 60% at $74.00, 75% at $78.35, 90% at $82.71, 100% at $87.06, 110% at $91.41, 120% at $95.77, and 125% at $97.94. Read SEC document |
| April 27, 2007 Filed May 1, 2007 23:32 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 1,661.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000078 · bel1686.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,736.76 Read SEC document |
| April 27, 2007 Filed May 1, 2007 23:32 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 4,209.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000078 · bel1686.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,398.06 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.