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 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 21,156 | $65.62 | $1,388,256.72 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 12 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,293,722 Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 100 | $65.62 | $6,561.80 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 11 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,314,878 Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 100 | $65.62 | $6,561.75 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 10 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,314,978 Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 4,600 | $65.62 | $301,829.00 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 9 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,315,078 Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 15,103 | $65.61 | $990,907.83 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 8 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,319,678 Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 1,239 | $65.61 | $81,284.60 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 7 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,334,781 Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 8,982 | $65.60 | $589,219.20 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 6 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,336,020 Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 1,924 | $65.60 | $126,204.78 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 5 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,345,002 Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 25,718 | $65.59 | $1,686,843.62 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 4 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,346,926 Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 100 | $65.59 | $6,558.90 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 3 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,372,644 Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 400 | $65.59 | $26,235.20 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 2 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,372,744 Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 23:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 6,200 | $65.59 | $406,627.00 |
DisclosureSEC source: 0001179110-12-015703 · edgar.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,373,144 Read SEC document |
| October 31, 2012 Filed Nov 1, 2012 18:10 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 73 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000018230-12-000493 · edgar.xml · derivative · entry 2 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671 Underlying: Common · 73 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F3 · price: The units were valued in October 2012 on the basis of the issuer's common stock price, 73 units at a price of $85.19. F2 · derivative.exercise_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. Read SEC document |
| September 28, 2012 Filed Oct 2, 2012 14:48 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 73 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000018230-12-000459 · edgar.xml · derivative · entry 2 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598 Underlying: Common · 73 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F3 · price: The units were valued in September 2012 on the basis of the issuer's common stock price, 73 units at a price of $86.02. F2 · derivative.exercise_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. Read SEC document |
| August 31, 2012 Filed Sep 5, 2012 18:47 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000018230-12-000433 · edgar.xml · derivative · entry 2 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525 Underlying: Common · 75 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F3 · price: The units were valued in August 2012 on the basis of the issuer's common stock price, 2 units at a price of $89.86 and 73 units at $85.10. F2 · derivative.exercise_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. Read SEC document |
| July 31, 2012 Filed Aug 1, 2012 19:41 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 73 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000018230-12-000380 · edgar.xml · derivative · entry 2 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450 Underlying: Common · 73 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F3 · price: The units were valued in July 2012 on the basis of the issuer's common stock price, 73 units at a price of $85.25. F2 · derivative.exercise_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. Read SEC document |
| June 29, 2012 Filed Jul 3, 2012 17:14 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 74 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000018230-12-000358 · edgar.xml · derivative · entry 2 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377 Underlying: Common · 74 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F3 · price: The units were valued in June 2012 on the basis of the issuer's common stock price, 74 units at a price of $84.38. F2 · derivative.exercise_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. Read SEC document |
| May 31, 2012 Filed Jun 4, 2012 19:58 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 73 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000018230-12-000310 · edgar.xml · derivative · entry 2 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303 Underlying: Common · 73 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F3 · price: The units were valued in May 2012 on the basis of the issuer's common stock price, 72 units at a price of $87.26 and 1 unit at a price of $90.81. F2 · derivative.exercise_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. Read SEC document |
| April 30, 2012 Filed May 2, 2012 15:41 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 61 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000018230-12-000251 · edgar.xml · derivative · entry 2 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230 Underlying: Common · 61 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F3 · price: The units were valued in April 2012 on the basis of the issuer's common stock price, 61 units at a price of $103.33. F2 · derivative.exercise_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. Read SEC document |
| March 30, 2012 Filed Apr 3, 2012 16:27 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 59 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000018230-12-000172 · edgar.xml · derivative · entry 2 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169 Underlying: Common · 59 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F3 · price: The units were valued in March 2012 on the basis of the issuer's common stock price, 59 units at a price of $106.27. F2 · derivative.exercise_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. Read SEC document |
| March 07, 2012 Filed Mar 9, 2012 15:47 UTC | CATERPILLAR INC CAT · Entity 2808 | Tax withholdingCommon | 392 | $107.47 | $42,128.24 |
DisclosureSEC source: 0000018230-12-000165 · edgar.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,497 Read SEC document |
| March 05, 2012 Filed Mar 7, 2012 19:33 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon | 909 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-12-000125 · edgar.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,889 F3 · kind: Restricted stock awarded pursuant to Caterpillar Inc. 2006 Long-Term Incentive Plan. Read SEC document |
| February 29, 2012 Filed Mar 2, 2012 22:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 88,360 | $57.04 | $5,040,054.40 |
DisclosureSEC source: 0001179110-12-004084 · edgar.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,239,756 Read SEC document |
| February 29, 2012 Filed Mar 2, 2012 19:52 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 54 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000018230-12-000091 · edgar.xml · derivative · entry 2 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110 Underlying: Common · 54 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F3 · price: The units were valued in February 2012 on the basis of the issuer's common stock price, 54 units at a price of $115.04, per unit. F2 · derivative.exercise_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. Read SEC document |
| February 17, 2012 Filed Feb 22, 2012 23:07 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 302,500 | $0.00 Strike: $56.26 | $0.00 |
DisclosureSEC source: 0001179110-12-003249 · edgar.xml · derivative · entry 5 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,500 Underlying: Common shares · 302,500 shares Expires 2022-02-16 F4 · security: Employee stock option granted pursuant to the Abbott Laboratories 2009 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 100,834 on 02/17/2013, 100,833 on 02/17/2014, and 100,833 on 02/17/2015. Read SEC document |
| February 17, 2012 Filed Feb 22, 2012 23:07 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 167,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-12-003249 · edgar.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,328,116 F1 · shares: These shares represent performance vested restricted stock awards under the Abbott Laboratories 2009 Incentive Stock Program. The awards have a 5-year term, with no more than 1/3 of the award vesting in any one year upon Abbott reaching a minimum return on equity target. The awards include the right to have stock withheld for tax purposes. Read SEC document |
| January 31, 2012 Filed Feb 1, 2012 21:51 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon · Derivative | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-12-000042 · edgar.xml · derivative · entry 2 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56 Underlying: Common · 56 shares Expires not disclosed F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. The stock was acquired in January 2012 at a price of $110.36 per share. F2 · derivative.expiration_date: The phantom stock units were accrued under the Caterpillar Inc. director's deferred compensation plan and are to be settled 100% in cash upon the reporting person's retirement. The stock was acquired in January 2012 at a price of $110.36 per share. Read SEC document |
| December 31, 2011 Filed Jan 4, 2012 18:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,295.724 | $100.33 | $129,999.99 |
DisclosureSEC source: 0001140361-12-000574 · doc1.xml · derivative · entry 2 WHITE MILES D · CIK 0001239129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,160.681 Underlying: Common Stock · 1,295.724 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 675,674 | $0.00 Strike: $53.63 | $0.00 |
DisclosureSEC source: 0001179110-11-017121 · 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 · 675,674 shares Expires 2012-02-14 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 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from Section 16 under Rule 16b-3. Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 600 | $55.42 | $33,250.20 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 23 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,728,053 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 200 | $55.50 | $11,099.50 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 22 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,728,653 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 500 | $55.33 | $27,663.75 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 21 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,728,853 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 200 | $55.32 | $11,063.40 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 20 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,729,353 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 100 | $55.45 | $5,544.50 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 19 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,729,553 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 6,197 | $55.36 | $343,034.94 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 18 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,729,653 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 100 | $55.41 | $5,540.80 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 17 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,735,850 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 100 | $55.50 | $5,549.90 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 16 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,735,950 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 200 | $55.51 | $11,101.80 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 15 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,736,050 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 200 | $55.24 | $11,047.00 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 14 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,736,250 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 26,119 | $55.34 | $1,445,425.46 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 13 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,736,450 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 100 | $55.52 | $5,551.75 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 12 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,762,569 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 7,686 | $55.37 | $425,573.82 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 11 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,762,669 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 2,057 | $55.38 | $113,916.66 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 10 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770,355 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 21,898 | $55.40 | $1,213,149.20 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 9 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,772,412 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 100 | $55.52 | $5,552.30 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 8 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,794,310 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 19,330 | $55.31 | $1,069,045.65 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 7 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,794,410 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 11,550 | $55.24 | $638,022.00 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 6 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,813,740 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 500 | $55.31 | $27,653.75 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 5 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,825,290 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 5,900 | $55.52 | $327,538.50 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 4 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,825,790 Read SEC document |
| December 22, 2011 Filed Dec 23, 2011 22:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 4,500 | $55.34 | $249,007.50 |
DisclosureSEC source: 0001179110-11-017121 · edgar.xml · nonDerivative · entry 3 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,831,690 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.