Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENERAL ELECTRIC COGE · Entity 2813 | Senior Vice President | March 02, 2023 | March 06, 2023 |
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.
GENERAL ELECTRIC CO
Report date March 02, 2023 · Filed March 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,383 |
Ending reported balance
After 2023-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-02 · Exercise / conversion · Acquired 5,102 · Balance 12,059 Row 2 · 2023-03-02 · Tax withholding · Disposed 1,676 · Balance 10,383 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-03-02 | Direct | 0 |
Reported balance
After 2023-03-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-02 · Exercise / conversion · Disposed 5,102 · Balance 0 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock.
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 |
|---|---|---|---|---|---|---|
| March 02, 2023 Filed Mar 6, 2023 23:26 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 5,102 | $0.00 | $0.00 |
DisclosureSEC source: 0000040545-23-000060 · wf-form4_167814518365964.xml · derivative · entry 3 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,102 shares Expires 2023-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 23:26 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 1,676 | $84.56 | $141,722.56 |
DisclosureSEC source: 0000040545-23-000060 · wf-form4_167814518365964.xml · nonDerivative · entry 2 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,383 Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 23:26 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 5,102 | $0.00 | $0.00 |
DisclosureSEC source: 0000040545-23-000060 · wf-form4_167814518365964.xml · nonDerivative · entry 1 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,059 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 01, 2023 Filed Mar 3, 2023 01:00 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 5,257 | $0.00 | $0.00 |
DisclosureSEC source: 0000040545-23-000043 · wf-form4_167780519908022.xml · derivative · entry 5 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,256 Underlying: Common Stock · 5,257 shares Expires 2023-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 01:00 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 44,656 | $0.00 Strike: $82.85 | $0.00 |
DisclosureSEC source: 0000040545-23-000043 · wf-form4_167780519908022.xml · derivative · entry 4 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,656 Underlying: Common Stock · 44,656 shares Expires 2033-03-01 F2 · derivative.exercise_date: The Restricted Stock Units vest and the Employee Stock Options become exercisable, in two equal installments of 50% each, on the second and third anniversary of the grant date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 01:00 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 12,070 | $0.00 | $0.00 |
DisclosureSEC source: 0000040545-23-000043 · wf-form4_167780519908022.xml · derivative · entry 3 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,070 Underlying: Common Stock · 12,070 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest and the Employee Stock Options become exercisable, in two equal installments of 50% each, on the second and third anniversary of the grant date. F2 · derivative.expiration_date: The Restricted Stock Units vest and the Employee Stock Options become exercisable, in two equal installments of 50% each, on the second and third anniversary of the grant date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 01:00 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 1,727 | $84.57 | $146,052.39 |
DisclosureSEC source: 0000040545-23-000043 · wf-form4_167780519908022.xml · nonDerivative · entry 2 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,957 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 01:00 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 5,257 | $0.00 | $0.00 |
DisclosureSEC source: 0000040545-23-000043 · wf-form4_167780519908022.xml · nonDerivative · entry 1 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,684 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 02, 2022 Filed Mar 4, 2022 01:06 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 5,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006740 · form4.xml · derivative · entry 5 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,102 Underlying: Common Stock · 5,103 shares Expires 2022-03-02 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: 1 for 1 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 01:06 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 1,676 | $94.02 | $157,577.52 |
DisclosureSEC source: 0001062993-22-006740 · form4.xml · nonDerivative · entry 2 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,427 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 01:06 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 5,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006740 · form4.xml · nonDerivative · entry 1 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,103 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 01, 2022 Filed Mar 4, 2022 01:06 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 45,032 | $0.00 Strike: $92.23 | $0.00 |
DisclosureSEC source: 0001062993-22-006740 · form4.xml · derivative · entry 4 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,032 Underlying: Common Stock · 45,032 shares Expires 2032-03-01 F2 · derivative.exercise_date: The Restricted Stock Units vest and the Stock Options become exercisable, in two equal installments of 50% each on the second and third anniversary of the grant date. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 01:06 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 10,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006740 · form4.xml · derivative · entry 3 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,317 Underlying: Common Stock · 10,317 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The Restricted Stock Units vest and the Stock Options become exercisable, in two equal installments of 50% each on the second and third anniversary of the grant date. F2 · derivative.expiration_date: The Restricted Stock Units vest and the Stock Options become exercisable, in two equal installments of 50% each on the second and third anniversary of the grant date. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:37 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 290,135 | $0.00 Strike: $13.11 | $0.00 |
DisclosureSEC source: 0001231205-21-000069 · edgar.xml · derivative · entry 2 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,135 Underlying: Common Stock · 290,135 shares Expires 2031-03-01 F2 · derivative.exercise_date: The Restricted Stock Units vest and the Stock Options become exercisable, in two equal installments of 50% each on the second and third anniversary of the grant date. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:37 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 84,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-21-000069 · edgar.xml · derivative · entry 1 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,104 Underlying: Common Stock · 84,104 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The Restricted Stock Units vest and the Stock Options become exercisable, in two equal installments of 50% each on the second and third anniversary of the grant date. F2 · derivative.expiration_date: The Restricted Stock Units vest and the Stock Options become exercisable, in two equal installments of 50% each on the second and third anniversary of the grant date. Read SEC document |
| September 03, 2020 Filed Sep 4, 2020 14:47 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantPerformance Stock Units (PSUs) · Derivative | 1,093,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-20-000130 · edgar.xml · derivative · entry 1 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093,920 Underlying: Common Stock · 1,093,920 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Subject to continued employment conditions and accelerated vesting in certain circumstances, the PSUs will vest, if at all, based upon the highest average closing price of the company's stock for any 30 consecutive trading days during the five-year performance period from September 3, 2020 to September 2, 2025: 50% of the PSUs will be eligible to vest upon achieving a stock price equal to 150% (the "threshold target") of the average of the closing prices of the company's stock over the period of 30 consecutive trading days up to and including August 18, 2020 (the "reference stock price"), 100% of the PSUs will be eligible to vest upon achieving a stock price equal to 200% of the reference stock price and 150% of the PSUs will be eligible to vest upon achieving a stock price equal to 250% (the "maximum target") of the reference stock price. No PSUs will be eligible to vest below the threshold target, and the amount of PSUs eligible to vest between the threshold target and maximum target will be determined by linear interpolation. F2 · derivative.expiration_date: Subject to continued employment conditions and accelerated vesting in certain circumstances, the PSUs will vest, if at all, based upon the highest average closing price of the company's stock for any 30 consecutive trading days during the five-year performance period from September 3, 2020 to September 2, 2025: 50% of the PSUs will be eligible to vest upon achieving a stock price equal to 150% (the "threshold target") of the average of the closing prices of the company's stock over the period of 30 consecutive trading days up to and including August 18, 2020 (the "reference stock price"), 100% of the PSUs will be eligible to vest upon achieving a stock price equal to 200% of the reference stock price and 150% of the PSUs will be eligible to vest upon achieving a stock price equal to 250% (the "maximum target") of the reference stock price. No PSUs will be eligible to vest below the threshold target, and the amount of PSUs eligible to vest between the threshold target and maximum target will be determined by linear interpolation. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:08 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 2,061,856 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001231205-20-000051 · edgar.xml · derivative · entry 1 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,061,856 Underlying: Common Stock · 2,061,856 shares Expires 2030-03-02 F1 · derivative.exercise_date: The Stock Options become exercisable in a single tranche on the fourth anniversary of the grant date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:20 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 408,720 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001231205-20-000055 · edgar.xml · derivative · entry 2 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,720 Underlying: Common Stock · 408,720 shares Expires 2030-03-02 F2 · derivative.exercise_date: The Restricted Stock Units vest and the Stock Options become exercisable, in two equal installments of 50% each on the second and third anniversary of the grant date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:20 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 81,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-20-000055 · edgar.xml · derivative · entry 1 Dybeck Happe Carolina · CIK 0001804725 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,633 Underlying: Common Stock · 81,633 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The Restricted Stock Units vest and the Stock Options become exercisable, in two equal installments of 50% each on the second and third anniversary of the grant date. F2 · derivative.expiration_date: The Restricted Stock Units vest and the Stock Options become exercisable, in two equal installments of 50% each on the second and third anniversary of the grant date. 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.