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 |
|---|---|---|---|---|---|---|
| May 27, 2005 Filed Jun 1, 2005 19:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2004 Performance Shares · Derivative | 6,414.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000322 · bel1044.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,164.08 Underlying: Common · 6,414.07 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 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. F1 · balance_after: Includes adjustments for dividends accrued Read SEC document |
| May 27, 2005 Filed Jun 1, 2005 19:53 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 1,889.07 | $63.02 | $119,049.19 |
DisclosureSEC source: 0001137638-05-000322 · bel1044.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,248 Read SEC document |
| May 27, 2005 Filed Jun 1, 2005 19:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 6,414.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000322 · bel1044.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,137.07 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 25, 2005 Filed May 27, 2005 15:55 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 1,614.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000305 · bel1032.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,614.92 shares Expires 2008-02-23 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 on 1 for 1 basis on vesting F3 · derivative.exercise_date: 2003 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 $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| May 25, 2005 Filed May 27, 2005 15:55 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 475.92 | $61.45 | $29,245.28 |
DisclosureSEC source: 0001137638-05-000305 · bel1032.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,723 Read SEC document |
| May 25, 2005 Filed May 27, 2005 15:55 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 1,614.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000305 · bel1032.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,198.92 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 31, 2005 Filed Apr 4, 2005 19:46 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 2,422.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000209 · bel1002.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,614.92 Underlying: Common · 2,422.37 shares Expires 2008-02-23 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 on 1 for 1 basis on vesting F3 · derivative.exercise_date: 2003 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 $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. F1 · balance_after: Includes adjustments for dividends accrued Read SEC document |
| March 31, 2005 Filed Apr 4, 2005 19:46 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 714.37 | $58.46 | $41,762.07 |
DisclosureSEC source: 0001137638-05-000209 · bel1002.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,229 Read SEC document |
| March 11, 2005 Filed Mar 11, 2005 19:57 UTC | BOEING CO BA · Entity 2862 | GrantBoeing Stock Units · Derivative | 5,969.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000146 · bel989.xml · derivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,275.57 Underlying: Common · 5,969.39 shares Expires not disclosed F1 · derivative.exercise_price: Boeing Stock Units convert on a 1-for-1 basis if settled in stock F2 · derivative.exercise_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F2 · derivative.expiration_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. Read SEC document |
| March 08, 2005 Filed Mar 10, 2005 22:25 UTC | BOEING CO BA · Entity 2862 | Disposition to issuerBoeing Stock Units · Derivative | 1,453.21 | $58.25 | $84,642.22 |
DisclosureSEC source: 0001137638-05-000114 · bel976.xml · derivative · entry 6 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,306.18 Underlying: Common · 1,453.21 shares Expires not disclosed F3 · derivative.exercise_price: Boeing Stock Units convert on a 1-for-1 basis if settled in stock F4 · kind: Vested Boeing Stock Units paid out in cash F5 · derivative.exercise_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F5 · derivative.expiration_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. Read SEC document |
| March 08, 2005 Filed Mar 10, 2005 22:25 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 2,452.95 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000114 · bel976.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,009.62 Underlying: Common · 2,452.95 shares Expires 2008-02-23 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 F2 · derivative.exercise_date: 2003 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 $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| March 08, 2005 Filed Mar 10, 2005 22:25 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 722.95 | $58.15 | $42,039.54 |
DisclosureSEC source: 0001137638-05-000114 · bel976.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,876 Read SEC document |
| March 08, 2005 Filed Mar 10, 2005 22:25 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 2,452.95 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000114 · bel976.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,598.95 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 28, 2005 Filed Mar 2, 2005 16:51 UTC | BOEING CO BA · Entity 2862 | Grant2005 Performance Shares · Derivative | 62,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000083 · bel956.xml · derivative · entry 4 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,906 Underlying: Common · 62,906 shares Expires 2010-02-28 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 |
| February 28, 2005 Filed Mar 2, 2005 16:51 UTC | BOEING CO BA · Entity 2862 | GrantCommon | 2,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000083 · bel956.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Career Shares Disclosed balance after: 10,345.35 Read SEC document |
| November 01, 2004 Filed Nov 3, 2004 23:15 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 1,500 | $49.89 | $74,835.00 |
DisclosureSEC source: 0001137638-04-000744 · bel914.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,146 Read SEC document |
| September 08, 2004 Filed Sep 10, 2004 20:16 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 2,429.7 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000670 · bel886.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,439.26 Underlying: Common · 2,429.7 shares Expires 2008-02-23 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_date: 2003 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 $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| September 08, 2004 Filed Sep 10, 2004 20:16 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 715.7 | $54.05 | $38,683.59 |
DisclosureSEC source: 0001137638-04-000670 · bel886.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,646 Read SEC document |
| September 08, 2004 Filed Sep 10, 2004 20:16 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 2,429.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000670 · bel886.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,361.7 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 |
| August 03, 2004 Filed Aug 4, 2004 21:02 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 2,000 | $50.93 | $101,864.00 |
DisclosureSEC source: 0001137638-04-000613 · bel864.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,932 Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:58 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 2,409.73 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000541 · bel819.xml · derivative · entry 8 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,835.68 Underlying: Common · 2,409.73 shares Expires 2008-02-23 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. F3 · derivative.exercise_date: 2003 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 $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:58 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 2,426.19 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000541 · bel819.xml · derivative · entry 7 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,245.41 Underlying: Common · 2,426.19 shares Expires 2008-02-23 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. F3 · derivative.exercise_date: 2003 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 $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:58 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 709.73 | $51.30 | $36,409.15 |
DisclosureSEC source: 0001137638-04-000541 · bel819.xml · nonDerivative · entry 4 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,932 F2 · kind: Performance shares earned on 6/25/04 having FMV of $51.30 but paid out effective 6/27/04 pursuant to approval by Compensation Committee. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:58 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 2,409.73 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000541 · bel819.xml · nonDerivative · entry 3 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,641.73 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 27, 2004 Filed Jun 29, 2004 20:58 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 715.19 | $48.83 | $34,922.73 |
DisclosureSEC source: 0001137638-04-000541 · bel819.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,232 F1 · kind: Performance shares earned on 6/16/04 having FMV of $48.83 but paid out effective 6/27/04 pursuant to approval by Compensation Committee. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:58 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 2,426.19 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000541 · bel819.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,947.19 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 |
| March 31, 2004 Filed Apr 4, 2005 19:46 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 2,422.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000209 · bel1002.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,943.37 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 09, 2004 Filed Mar 11, 2004 19:16 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionBoeing Stock Units · Derivative | 1,227.55 | $42.06 Strike: $0.00 | $51,624.62 |
DisclosureSEC source: 0001137638-04-000214 · bel766.xml · derivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,673.23 Underlying: Common · 1,227.55 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. F1 · derivative.exercise_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.expiration_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. Read SEC document |
| March 05, 2004 Filed Mar 5, 2004 22:43 UTC | BOEING CO BA · Entity 2862 | GrantBoeing Stock Units · Derivative | 1,832.08 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000197 · bel754.xml · derivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,900.78 Underlying: Common · 1,832.08 shares Expires not disclosed F1 · security: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.exercise_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.expiration_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. Read SEC document |
| February 23, 2004 Filed Feb 24, 2004 22:02 UTC | BOEING CO BA · Entity 2862 | Grant2004 Performance Shares · Derivative | 42,093 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000163 · bel733.xml · derivative · entry 4 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,093 Underlying: Common · 42,093 shares Expires 2009-02-23 F1 · 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 |
| February 23, 2004 Filed Feb 24, 2004 22:02 UTC | BOEING CO BA · Entity 2862 | GrantCommon | 2,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000163 · bel733.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Career Shares Disclosed balance after: 7,718 Read SEC document |
| February 03, 2004 Filed Feb 4, 2004 22:49 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 1,000 | $43.07 | $43,070.00 |
DisclosureSEC source: 0001137638-04-000076 · bel721.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,521 Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 2,393.27 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000052 · bel689.xml · derivative · entry 5 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,561.86 Underlying: Common · 2,393.27 shares Expires 2008-02-23 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_date: 2003 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 $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 811.27 | $43.60 | $35,371.37 |
DisclosureSEC source: 0001137638-04-000052 · bel689.xml · nonDerivative · entry 2 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,521 Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 2,393.27 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000052 · bel689.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,332.27 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. Read SEC document |
| May 08, 2003 Filed May 9, 2003 22:01 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 1,000 | $28.06 | $28,060.00 |
DisclosureSEC source: 0000012927-03-000007 · bel518.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Sr. Vice President of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,939 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.