Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABBOTT LABORATORIESABT · Entity 2314 | Director · EXECUTIVE CHAIRMAN | November 10, 2021 | December 08, 2021 |
| CATERPILLAR INCCAT · Entity 2808 | Director | March 01, 2022 | March 02, 2022 |
| MCDONALDS CORPMCD · Entity 2849 | Director | December 31, 2025 | January 05, 2026 |
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.
ABBOTT LABORATORIES
Report date November 10, 2021 · Filed December 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares without par valueSEC Table I · non-derivative | Direct | 3,092,852 |
Ending reported balance
After 2021-11-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-11-10 · Gift · Disposed 693 · Balance 3,103,252 Row 2 · 2021-11-12 · Gift · Disposed 10,400 · Balance 3,092,852 |
| Common shares without par valueSEC Table I · non-derivative | IndirectProfit Sharing Trust | 35,789 |
Reported balance
Holding disclosure · report date 2021-11-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 35,789 F1: Balance in the Abbott Laboratories Stock Retirement Trust as of December 6, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance in the Abbott Laboratories Stock Retirement Trust as of December 6, 2021.
CATERPILLAR INC
Report date March 01, 2022 · Filed March 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,382 |
Reported balance
After 2022-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-01 · Tax withholding · Disposed 293 · Balance 8,382 F1: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes adjustments for dividends accrued.
MCDONALDS CORP
Report date December 31, 2025 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 23,286.12 |
Reported balance
After 2025-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-31 · Grant · Acquired 670.75 · Balance 23,286.12 F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan"). F2: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4: Includes shares acquired through dividend reinvestment. |
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan").
F2: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation.
F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board.
F4: Includes shares acquired through dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 2,800 | $40.68 | $113,904.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 25 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,996,443 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 4,776 | $40.75 | $194,622.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 24 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,993,643 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,700 | $40.78 | $69,326.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 23 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,988,867 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 13,700 | $40.46 | $554,302.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 22 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,987,167 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 3,000 | $40.47 | $121,395.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 21 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,973,467 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 800 | $40.58 | $32,460.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 20 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,970,467 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,000 | $40.52 | $40,520.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 19 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,969,667 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 2,200 | $40.70 | $89,540.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 18 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,968,667 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 2,400 | $40.69 | $97,656.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 17 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,966,467 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 2,100 | $40.80 | $85,680.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 16 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,964,067 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 2,000 | $40.42 | $80,840.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 15 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,961,967 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,000 | $40.40 | $40,395.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 14 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,959,967 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 16,690 | $40.45 | $675,110.50 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 13 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,958,967 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,600 | $40.59 | $64,944.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 12 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,942,277 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,622 | $40.38 | $65,488.25 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 11 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,940,677 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 4,025 | $40.39 | $162,569.75 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 10 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,939,055 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 600 | $40.42 | $24,249.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 9 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,935,030 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 3,800 | $40.57 | $154,166.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 8 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,934,430 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,500 | $40.41 | $60,607.50 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 7 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,930,630 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,900 | $40.60 | $77,140.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 6 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,929,130 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 3,700 | $40.58 | $150,146.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 5 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,927,230 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 500 | $40.63 | $20,315.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 4 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,923,530 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 200 | $40.46 | $8,092.50 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 3 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,923,030 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 2,200 | $40.52 | $89,133.00 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 2 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,922,830 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 5,265 | $40.38 | $212,600.70 |
DisclosureSEC source: 0001179110-16-031454 · edgar.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,920,630 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 2,200 | $40.70 | $89,529.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 23 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,111,967 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 900 | $40.59 | $36,526.50 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 22 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,109,767 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 5,911 | $40.73 | $240,725.48 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 21 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,108,867 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,000 | $40.62 | $40,615.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 20 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,102,956 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 2,400 | $40.45 | $97,080.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 19 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,101,956 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 3,550 | $40.75 | $144,644.75 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 18 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,099,556 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,424 | $40.59 | $57,800.16 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 17 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,096,006 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 9,000 | $40.73 | $366,570.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 16 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,094,582 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 3,900 | $40.57 | $158,223.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 15 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,085,582 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 500 | $40.72 | $20,361.25 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 14 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,081,682 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 200 | $40.65 | $8,129.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 13 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,081,182 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,800 | $40.60 | $73,080.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 12 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,080,982 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 4,500 | $40.66 | $182,947.50 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 11 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,079,182 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 3,300 | $40.69 | $134,260.50 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 10 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,074,682 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 2,900 | $40.58 | $117,682.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 9 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,071,382 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 2,700 | $40.63 | $109,701.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 8 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,068,482 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,700 | $40.74 | $69,249.50 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 7 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,065,782 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 5,978 | $40.76 | $243,633.39 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 6 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,064,082 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,000 | $40.54 | $40,540.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 5 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,058,104 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,000 | $40.71 | $40,705.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 4 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,057,104 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 700 | $40.55 | $28,381.50 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 3 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,056,104 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 100 | $40.71 | $4,071.25 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 2 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,055,404 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,600 | $40.62 | $64,992.00 |
DisclosureSEC source: 0001179110-16-031456 · edgar.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,055,304 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:14 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 481 | $88.40 | $42,520.40 |
DisclosureSEC source: 0000018230-16-000660 · edgar.xml · derivative · entry 1 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,623 Underlying: Common Stock · 481 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| July 25, 2016 Filed Jul 27, 2016 20:27 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 550,000 | $25.25 Strike: $25.25 | $13,885,355.00 |
DisclosureSEC source: 0001179110-16-027933 · edgar.xml · derivative · entry 31 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares · 550,000 shares Expires 2017-02-15 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 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, in a transaction exempt from Section 16 under Rule 16b-3. 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.