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 |
|---|---|---|---|---|---|---|
| April 19, 2007 Filed Apr 24, 2007 00:12 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2005 Performance Shares · Derivative | 9,898.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000066 · bel1672.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,764.15 Underlying: Common · 9,898.92 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 |
| April 19, 2007 Filed Apr 24, 2007 00:12 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 3,905.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000066 · bel1672.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,188.76 Read SEC document |
| April 19, 2007 Filed Apr 24, 2007 00:12 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 9,898.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000066 · bel1672.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,094.68 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 05, 2007 Filed Mar 8, 2007 01:35 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionBoeing Stock Units · Derivative | 1,918.51 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000042 · bel1624.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,152.53 Underlying: Common · 1,918.51 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 · derivative.exercise_price: Boeing Stock Units (BSUs) convert into common stock on a 1-for-1 basis if settled in stock. BSUs are phantom stock units allocated to the reporting person's Boeing Stock Unit account under the Incentive Compensation Plan. F4 · derivative.exercise_date: BSUs vest and are payable in cash or stock three years after the award is granted. F4 · 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 05, 2007 Filed Mar 8, 2007 01:35 UTC | BOEING CO BA · Entity 2862 | Disposition to issuerCommon | 1,918.51 | $87.29 | $167,466.74 |
DisclosureSEC source: 0001137638-07-000042 · bel1624.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,195.76 F2 · shares: Vested Boeing Stock Units paid out in cash. Read SEC document |
| March 05, 2007 Filed Mar 8, 2007 01:35 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 1,918.51 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000042 · bel1624.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,114.27 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. F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| February 26, 2007 Filed Feb 28, 2007 22:51 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 52,000 | $0.00 Strike: $89.65 | $0.00 |
DisclosureSEC source: 0001137638-07-000026 · bel1609.xml · derivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,000 Underlying: Common · 52,000 shares Expires 2017-02-26 F1 · derivative.exercise_date: The options vest over a period of three years, with 34% vesting after the first year, on February 26, 2008, 33% vesting after the second year, on February 26, 2009, and 33% vesting after the third year, on February 26, 2010. Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 200 | $90.58 | $18,116.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 15 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,104.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 700 | $90.60 | $63,420.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 14 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,304.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 200 | $90.61 | $18,122.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 13 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,004.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 400 | $90.62 | $36,248.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 12 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,204.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 500 | $90.63 | $45,315.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 11 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,604.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 900 | $90.64 | $81,576.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 10 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,104.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 1,200 | $90.65 | $108,780.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 9 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,004.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 200 | $90.66 | $18,132.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 8 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,204.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 2,300 | $90.67 | $208,541.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 7 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,404.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 300 | $90.68 | $27,204.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 6 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,704.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 1,200 | $90.69 | $108,828.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 5 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,004.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 500 | $90.70 | $45,350.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 4 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,204.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 900 | $90.71 | $81,639.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 3 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,704.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 100 | $90.72 | $9,072.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,604.63 Read SEC document |
| February 06, 2007 Filed Feb 8, 2007 21:20 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 1,400 | $90.73 | $127,022.00 |
DisclosureSEC source: 0001137638-07-000015 · bel1579.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,704.63 Read SEC document |
| December 04, 2006 Filed Dec 7, 2006 01:49 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2004 Performance Shares · Derivative | 4,372.15 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000574 · bel1548.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 · 4,372.15 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: Includes adjustments for dividends accrued. 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. F2 · derivative.underlying_shares: Includes adjustments for dividends accrued. Read SEC document |
| December 04, 2006 Filed Dec 7, 2006 01:49 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 1,725.15 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000574 · bel1548.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,104.63 Read SEC document |
| December 04, 2006 Filed Dec 7, 2006 01:49 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 4,372.15 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000574 · bel1548.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,829.78 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 01, 2006 Filed Dec 6, 2006 02:32 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2002 Performance Shares · Derivative | 3,070.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000565 · bel1523.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 · 3,070.46 shares Expires 2007-02-25 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. F1 · shares: Includes adjustments for dividends accrued. F3 · derivative.exercise_date: 2002 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: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39. F1 · derivative.underlying_shares: Includes adjustments for dividends accrued. Read SEC document |
| December 01, 2006 Filed Dec 6, 2006 02:32 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 1,211.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000565 · bel1523.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,457.63 Read SEC document |
| December 01, 2006 Filed Dec 6, 2006 02:32 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 3,070.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000565 · bel1523.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,669.09 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 |
| May 10, 2006 Filed May 12, 2006 22:28 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2005 Performance Shares · Derivative | 9,582.43 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000385 · bel1429.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,135.6 Underlying: Common · 9,582.43 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 on 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. Read SEC document |
| May 10, 2006 Filed May 12, 2006 22:28 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 3,780.43 | $88.94 | $336,231.44 |
DisclosureSEC source: 0001137638-06-000385 · bel1429.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,350.78 Read SEC document |
| May 10, 2006 Filed May 12, 2006 22:28 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 9,582.43 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000385 · bel1429.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,131.21 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. Read SEC document |
| May 04, 2006 Filed May 8, 2006 23:29 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionStock Option (Right to Buy) 93-21N · Derivative | 1,310 | $0.00 Strike: $53.22 | $0.00 |
DisclosureSEC source: 0001137638-06-000371 · bel1412.xml · derivative · entry 12 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,310 shares Expires 2007-02-24 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_date: Options become exercisable approximately 40% on the 1st anniversary and 30% on each of the 3rd and 5th anniversary of the grant date. Read SEC document |
| May 04, 2006 Filed May 8, 2006 23:29 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionStock Option (Right to Buy) 93-20Q · Derivative | 1,964 | $0.00 Strike: $53.22 | $0.00 |
DisclosureSEC source: 0001137638-06-000371 · bel1412.xml · derivative · entry 11 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,964 shares Expires 2007-02-24 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_date: Options become exercisable approximately 40% on the 1st anniversary and 30% on each of the 3rd and 5th anniversary of the grant date. Read SEC document |
| May 04, 2006 Filed May 8, 2006 23:29 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionStock Option (Right to Buy) 93-19N · Derivative | 2,252 | $0.00 Strike: $53.03 | $0.00 |
DisclosureSEC source: 0001137638-06-000371 · bel1412.xml · derivative · entry 10 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,252 shares Expires 2007-01-13 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_date: Options become exercisable approximately 40% on the 1st anniversary and 30% on each of the 3rd and 5th anniversary of the grant date. Read SEC document |
| May 04, 2006 Filed May 8, 2006 23:29 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionStock Option (Right to Buy) 93-18Q · Derivative | 3,768 | $0.00 Strike: $53.03 | $0.00 |
DisclosureSEC source: 0001137638-06-000371 · bel1412.xml · derivative · entry 9 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,768 shares Expires 2007-01-13 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_date: Options become exercisable approximately 40% on the 1st anniversary and 30% on each of the 3rd and 5th anniversary of the grant date. Read SEC document |
| May 04, 2006 Filed May 8, 2006 23:29 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 2,194 | $86.78 | $190,395.32 |
DisclosureSEC source: 0001137638-06-000371 · bel1412.xml · nonDerivative · entry 6 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,548.78 Read SEC document |
| May 04, 2006 Filed May 8, 2006 23:29 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 7,100 | $86.68 | $615,428.00 |
DisclosureSEC source: 0001137638-06-000371 · bel1412.xml · nonDerivative · entry 5 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,742.78 Read SEC document |
| May 04, 2006 Filed May 8, 2006 23:29 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 3,768 | $53.03 | $199,817.04 |
DisclosureSEC source: 0001137638-06-000371 · bel1412.xml · nonDerivative · entry 4 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,842.78 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 04, 2006 Filed May 8, 2006 23:29 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 2,252 | $53.03 | $119,423.56 |
DisclosureSEC source: 0001137638-06-000371 · bel1412.xml · nonDerivative · entry 3 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,074.78 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 04, 2006 Filed May 8, 2006 23:29 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 1,310 | $53.22 | $69,718.20 |
DisclosureSEC source: 0001137638-06-000371 · bel1412.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,822.78 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 04, 2006 Filed May 8, 2006 23:29 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 1,964 | $53.22 | $104,524.08 |
DisclosureSEC source: 0001137638-06-000371 · bel1412.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,512.78 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 02, 2006 Filed May 4, 2006 22:31 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2004 Performance Shares · Derivative | 6,487.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000357 · bel1396.xml · derivative · entry 8 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,324.81 Underlying: Common · 6,487.23 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 on 1 for 1 basis on vesting 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 02, 2006 Filed May 4, 2006 22:31 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2002 Performance Shares · Derivative | 2,429.78 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000357 · bel1396.xml · derivative · entry 7 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,037.22 Underlying: Common · 2,429.78 shares Expires 2007-02-25 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 on 1 for 1 basis on vesting F2 · derivative.exercise_date: 2002 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: 25% at $72.38, 40% at $75.73, 55% at $79.20, 75% at $82.80, 100% at $86.53 and 125% at $90.39. Read SEC document |
| May 02, 2006 Filed May 4, 2006 22:31 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 2,559.23 | $85.33 | $218,379.10 |
DisclosureSEC source: 0001137638-06-000357 · bel1396.xml · nonDerivative · entry 4 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,548.78 Read SEC document |
| May 02, 2006 Filed May 4, 2006 22:31 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 6,487.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000357 · bel1396.xml · nonDerivative · entry 3 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,108.01 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. Read SEC document |
| May 02, 2006 Filed May 4, 2006 22:31 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 958.78 | $85.33 | $81,812.70 |
DisclosureSEC source: 0001137638-06-000357 · bel1396.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,620.78 Read SEC document |
| May 02, 2006 Filed May 4, 2006 22:31 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 2,429.78 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000357 · bel1396.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,579.56 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 |
| April 19, 2006 Filed Apr 21, 2006 21:49 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2005 Performance Shares · Derivative | 9,582.44 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000331 · bel1379.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,718.03 Underlying: Common · 9,582.44 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 on 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. Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 21:49 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 3,780.44 | $84.96 | $321,186.18 |
DisclosureSEC source: 0001137638-06-000331 · bel1379.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,149.78 Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 21:49 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 9,582.44 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000331 · bel1379.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,930.22 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.