Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Philip Morris International Inc.PM · Entity 2818 | Sr VP & General Counsel | February 09, 2023 | February 11, 2023 |
| UNITED STATES STEEL CORPX · Entity 78343 | GC & Sr VP - Gov Affairs | May 31, 2017 | June 02, 2017 |
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.
Philip Morris International Inc.
Report date February 09, 2023 · Filed February 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,400 |
Reported balance
After 2023-02-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-02-09 · Grant · Acquired 7,720 · Balance 27,400 F1: Restricted Share Units awarded under the Philip Morris International Inc. 2022 Performance Incentive Plan. These Restricted Share Units will vest on February 18, 2026. F2: Represents the average closing price of the common stock of Philip Morris International Inc. for 20 trading days prior to February 9, 2023. F3: Represents Restricted Share Units. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 200 |
Reported balance
Holding disclosure · report date 2023-02-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 200 F4: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Share Units awarded under the Philip Morris International Inc. 2022 Performance Incentive Plan. These Restricted Share Units will vest on February 18, 2026.
F2: Represents the average closing price of the common stock of Philip Morris International Inc. for 20 trading days prior to February 9, 2023.
F3: Represents Restricted Share Units.
F4: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
UNITED STATES STEEL CORP
Report date May 31, 2017 · Filed June 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,465 |
Reported balance
After 2017-05-31 transaction · row 1
1 source rowRow 1 · 2017-05-31 · Tax withholding · Disposed 2,720 · Balance 67,465 F1: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 31, 2016. RSUs vest ratably over a three year period. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 2,459.979 |
Reported balance
Holding disclosure · report date 2017-05-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,459.979 |
Filing footnotes · ownership attribution and instrument terms
F1: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 31, 2016. RSUs vest ratably over a three year period.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 09, 2023 Filed Feb 11, 2023 00:11 UTC | Philip Morris International Inc. PM · Entity 2818 | GrantCommon Stock | 7,720 | $102.38 | $790,342.72 |
DisclosureSEC source: 0001413329-23-000055 · wf-form4_167607424584859.xml · nonDerivative · entry 1 Folsom Suzanne R · CIK 0001599226 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,400 F1 · shares: Restricted Share Units awarded under the Philip Morris International Inc. 2022 Performance Incentive Plan. These Restricted Share Units will vest on February 18, 2026. F2 · price: Represents the average closing price of the common stock of Philip Morris International Inc. for 20 trading days prior to February 9, 2023. F3 · balance_after: Represents Restricted Share Units. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:02 UTC | Philip Morris International Inc. PM · Entity 2818 | GrantCommon Stock | 6,640 | $102.69 | $681,888.16 |
DisclosureSEC source: 0001182489-22-000007 · edgar.xml · nonDerivative · entry 1 Folsom Suzanne R · CIK 0001599226 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,680 F1 · shares: Restricted Share Units awarded under the Philip Morris International Inc. 2017 Performance Incentive Plan. These Restricted Share Units will vest on February 19, 2025. F2 · price: Represents the average closing price of the common stock of Philip Morris International Inc. for 20 trading days prior to February 10, 2022. F3 · balance_after: Restricted Share Units. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 23:09 UTC | Philip Morris International Inc. PM · Entity 2818 | GrantCommon Stock | 8,540 | $81.86 | $699,041.70 |
DisclosureSEC source: 0001182489-21-000021 · edgar.xml · nonDerivative · entry 1 Folsom Suzanne R · CIK 0001599226 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,040 F1 · shares: Restricted Share Units awarded under the Philip Morris International Inc. 2017 Performance Incentive Plan. These Restricted Share Units will vest on February 21, 2024. F2 · price: The average of the high and low price of Philip Morris International Inc. common stock on February 4, 2021. F3 · balance_after: Restricted Share Units. Read SEC document |
| July 01, 2020 Filed Mar 24, 2021 21:07 UTC | Philip Morris International Inc. PM · Entity 2818 | GrantCommon Stock | 4,500 | $70.44 | $316,980.00 |
DisclosureSEC source: 0001182489-21-000062 · edgar.xml · nonDerivative · entry 1 Folsom Suzanne R · CIK 0001599226 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 F1 · shares: Restricted Share Units ("RSUs") awarded under the Philip Morris International Inc. 2017 Performance Incentive Plan on July 1, 2020. These RSUs will vest at 100% on June 30, 2023. These RSUs were erroneously filed on a Form 3 on July 7, 2020. F2 · price: The average of the high and low price of Philip Morris International Inc. common stock on July 1, 2020. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 16:14 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 2,720 | $20.68 | $56,249.60 |
DisclosureSEC source: 0001209191-17-037216 · doc4.xml · nonDerivative · entry 1 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,465 F1 · kind: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 31, 2016. RSUs vest ratably over a three year period. Read SEC document |
| May 27, 2017 Filed May 31, 2017 16:25 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 1,591 | $20.21 | $32,154.11 |
DisclosureSEC source: 0001209191-17-036440 · doc4.xml · nonDerivative · entry 1 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,185 F1 · kind: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 27, 2014. RSUs vest ratably over a three year period. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 17:53 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock Option · Derivative | 15,560 | $0.00 Strike: $39.27 | $0.00 |
DisclosureSEC source: 0001209191-17-016851 · doc4.xml · derivative · entry 5 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,560 Underlying: Common Stock · 15,560 shares Expires 2027-02-28 F4 · derivative.exercise_date: This line reflects the grant of stock options to purchase U. S. Steel common stock. Option grants vest ratably over three years, one-third on each of the first, second and third grant date anniversaries. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 17:53 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock | 7,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016851 · doc4.xml · nonDerivative · entry 3 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,766 F3 · shares: This line reflects the grant of RSUs. RSUs vest ratably over three years, one-third on each of the first, second and third grant date anniversaries. RSUs are payable in stock only. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 17:53 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 10,403 | $39.27 | $408,525.81 |
DisclosureSEC source: 0001209191-17-016851 · doc4.xml · nonDerivative · entry 2 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,506 F2 · shares: This line reflects the tax withholding on the vesting of performance based restricted stock units (RSUs) that were granted on February 25, 2014. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 17:53 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock | 22,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016851 · doc4.xml · nonDerivative · entry 1 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,909 F1 · shares: This line represents performance-based restricted stock units (RSUs) that were granted on February 25, 2014 and vested on February 28, 2017. Performance awards vest depending upon the performance of U. S. Steel's common stock performance vs. that of a peer group over a three-year period. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 16:42 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 1,443 | $36.89 | $53,232.27 |
DisclosureSEC source: 0001209191-17-015314 · doc4.xml · nonDerivative · entry 1 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,064 F1 · shares: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on February 24, 2015. RSUs vest ratably over a three year period. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 17:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock Option · Derivative | 14,966 | $0.00 Strike: $24.29 | $0.00 |
DisclosureSEC source: 0001209191-17-011150 · doc4.xml · derivative · entry 7 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,484 Underlying: Common Stock · 14,966 shares Expires 2024-05-27 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. F3 · derivative.exercise_date: Option grant vests ratably over three years, one-third on each of the first, second and third grant date anniversaries. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 17:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 11,439 | $39.06 | $446,807.34 |
DisclosureSEC source: 0001209191-17-011150 · doc4.xml · nonDerivative · entry 4 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,507 F2 · shares: This line reflects the disposition of shares for tax withholding purposes and payment of exercise price, in connection with the exercise of options that were granted on May 27, 2014. The reporting person did not sell any of the stock proceeds resulting from the option exercise. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 17:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 14,966 | $24.29 | $363,449.31 |
DisclosureSEC source: 0001209191-17-011150 · doc4.xml · nonDerivative · entry 3 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,946 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 13, 2017 Filed Feb 15, 2017 17:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock · Derivative | 9,463 | $0.00 Strike: $24.78 | $0.00 |
DisclosureSEC source: 0001209191-17-011150 · doc4.xml · derivative · entry 6 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,927 Underlying: Common Stock · 9,463 shares Expires 2025-02-24 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. F3 · derivative.exercise_date: Option grant vests ratably over three years, one-third on each of the first, second and third grant date anniversaries. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 17:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 9,463 | $40.00 | $378,520.00 |
DisclosureSEC source: 0001209191-17-011150 · doc4.xml · nonDerivative · entry 2 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,980 Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 17:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 9,463 | $24.78 | $234,493.14 |
DisclosureSEC source: 0001209191-17-011150 · doc4.xml · nonDerivative · entry 1 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,443 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 · shares: The transactions reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan. Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 16:26 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006373 · doc4.xml · nonDerivative · entry 2 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,980 F2 · shares: This line represents restricted stock units that cliff-vest on the third grant date anniversary. RSUs are payable in stock only. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 16:26 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 1,199 | $33.45 | $40,106.55 |
DisclosureSEC source: 0001209191-17-006373 · doc4.xml · nonDerivative · entry 1 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,980 F1 · shares: This line reflects the disposition of shares for tax withholding purposes in connection with the vesting of restricted stock units (RSUs) that were granted on January 27, 2014. RSUs vest ratably over a three year period. RSUs are payable in stock only. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 16:53 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommonStock Option · Derivative | 13,333 | $0.00 Strike: $25.56 | $0.00 |
DisclosureSEC source: 0001209191-16-154719 · doc4.xml · derivative · entry 4 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Stock · 13,333 shares Expires 2024-01-27 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. F2 · derivative.exercise_date: The options vest in three equal installments on Jan. 27, 2015, 2016 and 2017. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 16:53 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 10,747 | $37.03 | $397,961.41 |
DisclosureSEC source: 0001209191-16-154719 · doc4.xml · nonDerivative · entry 2 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,179 F1 · shares: This line reflects the disposition of shares for tax withholding purposes in connection with the exercise of options that were granted on January 27, 2014. The reporting person did not sell any of the stock proceeds resulting from the option exercise. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 16:53 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 13,333 | $25.56 | $340,791.48 |
DisclosureSEC source: 0001209191-16-154719 · doc4.xml · nonDerivative · entry 1 Folsom Suzanne R · CIK 0001599226 · GC & Sr VP - Gov Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,926 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.