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 |
|---|---|---|---|---|---|---|
| December 19, 2006 Filed Feb 1, 2007 02:46 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 14,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-07-006244 · a4.xml · nonDerivative · entry 2 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 801,804 Read SEC document |
| December 14, 2006 Filed Feb 1, 2007 02:46 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 506 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-07-006244 · a4.xml · nonDerivative · entry 22 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife for son Disclosed balance after: 4,755 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities held by his wife and sons. Read SEC document |
| December 14, 2006 Filed Feb 1, 2007 02:46 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 506 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-07-006244 · a4.xml · nonDerivative · entry 19 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 465 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities held by his wife and sons. Read SEC document |
| December 14, 2006 Filed Feb 1, 2007 02:46 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-07-006244 · a4.xml · nonDerivative · entry 17 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 759 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities held by his wife and sons. Read SEC document |
| December 14, 2006 Filed Feb 1, 2007 02:46 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 1,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-07-006244 · a4.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 816,154 Read SEC document |
| October 01, 2006 Filed Oct 3, 2006 21:00 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 15,780 | $48.37 | $763,199.70 |
DisclosureSEC source: 0001104659-06-064641 · a4.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 817,419 Read SEC document |
| July 27, 2006 Filed Jul 31, 2006 21:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 273,778 | $0.00 Strike: $47.10 | $0.00 |
DisclosureSEC source: 0001104659-06-049984 · a4.xml · derivative · entry 14 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,778 Underlying: common shares · 273,778 shares Expires 2013-02-13 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(b) under Rule 16b-3. Read SEC document |
| July 27, 2006 Filed Jul 31, 2006 21:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 39,457 | $0.00 Strike: $47.10 | $0.00 |
DisclosureSEC source: 0001104659-06-049984 · a4.xml · derivative · entry 13 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,457 Underlying: common shares · 39,457 shares Expires 2010-02-10 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(b) under Rule 16b-3. Read SEC document |
| July 27, 2006 Filed Jul 31, 2006 21:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 2,122 | $0.00 Strike: $47.10 | $0.00 |
DisclosureSEC source: 0001104659-06-049984 · a4.xml · derivative · entry 12 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,122 Underlying: common shares · 2,122 shares Expires 2010-02-10 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(b) under Rule 16b-3. Read SEC document |
| July 27, 2006 Filed Jul 31, 2006 21:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 2,121 | $0.00 Strike: $47.10 | $0.00 |
DisclosureSEC source: 0001104659-06-049984 · a4.xml · derivative · entry 11 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,121 Underlying: common shares · 2,121 shares Expires 2007-02-13 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(b) under Rule 16b-3. Read SEC document |
| July 27, 2006 Filed Jul 31, 2006 21:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 333,181 | $0.00 Strike: $33.23 | $0.00 |
DisclosureSEC source: 0001104659-06-049984 · a4.xml · derivative · entry 10 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,493 Underlying: common shares · 333,181 shares Expires 2013-02-13 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(b) under Rule 16b-3. Read SEC document |
| July 27, 2006 Filed Jul 31, 2006 21:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 51,553 | $0.00 Strike: $32.61 | $0.00 |
DisclosureSEC source: 0001104659-06-049984 · a4.xml · derivative · entry 9 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 51,553 shares Expires 2010-02-10 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(b) under Rule 16b-3. Read SEC document |
| July 27, 2006 Filed Jul 31, 2006 21:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 3,643 | $0.00 Strike: $27.43 | $0.00 |
DisclosureSEC source: 0001104659-06-049984 · a4.xml · derivative · entry 8 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 3,643 shares Expires 2007-02-13 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(b) under Rule 16b-3. Read SEC document |
| July 27, 2006 Filed Jul 31, 2006 21:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 317,478 | $47.10 | $14,953,213.80 |
DisclosureSEC source: 0001104659-06-049984 · a4.xml · nonDerivative · entry 4 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 833,199 Read SEC document |
| July 27, 2006 Filed Jul 31, 2006 21:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 333,181 | $33.23 | $11,072,071.08 |
DisclosureSEC source: 0001104659-06-049984 · a4.xml · nonDerivative · entry 3 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150,677 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 |
| July 27, 2006 Filed Jul 31, 2006 21:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 51,553 | $32.61 | $1,681,200.04 |
DisclosureSEC source: 0001104659-06-049984 · a4.xml · nonDerivative · entry 2 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 817,496 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 |
| July 27, 2006 Filed Jul 31, 2006 21:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 3,643 | $27.43 | $99,937.69 |
DisclosureSEC source: 0001104659-06-049984 · a4.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 765,943 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 18, 2006 Filed Feb 22, 2006 22:43 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 8,390 | $44.15 | $370,418.50 |
DisclosureSEC source: 0001104659-06-011228 · a4.xml · nonDerivative · entry 2 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762,300 Read SEC document |
| February 17, 2006 Filed Feb 22, 2006 22:43 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 438,000 | $0.00 Strike: $44.16 | $0.00 |
DisclosureSEC source: 0001104659-06-011228 · a4.xml · derivative · entry 6 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438,000 Underlying: common shares · 438,000 shares Expires 2016-02-16 F4 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program in a transaction exempt from Section 16(b) under Rule 16b-3. The option becomes exercisable in annual increments of 146,000 on 2/17/07, 146,000 on 2/17/08 and 146,000 on 2/17/09. Read SEC document |
| February 17, 2006 Filed Feb 22, 2006 22:43 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 139,000 | $44.16 | $6,138,240.00 |
DisclosureSEC source: 0001104659-06-011228 · a4.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 770,690 F1 · kind: These shares represent performance vested restricted stock awards under the Abbott Laboratories 1996 Incentive Stock Program in a transaction exempt from Section 16(b) under Rule 16b-3. 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 |
| December 20, 2005 Filed Feb 9, 2006 21:44 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 268 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-06-007434 · a5.xml · nonDerivative · entry 9 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife for son Disclosed balance after: 4,249 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities held by his wife and sons. The reporting person no longer has a reportable beneficial interest in 4,249 shares of Abbott Common Stock owned by one of his sons and included in the reporting person's prior ownership reports. Read SEC document |
| December 20, 2005 Filed Feb 9, 2006 21:44 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 268 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-06-007434 · a5.xml · nonDerivative · entry 7 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife for son Disclosed balance after: 4,249 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities held by his wife and sons. The reporting person no longer has a reportable beneficial interest in 4,249 shares of Abbott Common Stock owned by one of his sons and included in the reporting person's prior ownership reports. Read SEC document |
| December 20, 2005 Filed Feb 9, 2006 21:44 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 804 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-06-007434 · a5.xml · nonDerivative · entry 5 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 0 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities held by his wife and sons. The reporting person no longer has a reportable beneficial interest in 4,249 shares of Abbott Common Stock owned by one of his sons and included in the reporting person's prior ownership reports. Read SEC document |
| December 20, 2005 Filed Feb 9, 2006 21:44 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 14,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-06-007434 · a5.xml · nonDerivative · entry 2 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 631,690 Read SEC document |
| December 19, 2005 Filed Feb 9, 2006 21:44 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 268 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-06-007434 · a5.xml · nonDerivative · entry 8 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife for son Disclosed balance after: 3,981 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities held by his wife and sons. The reporting person no longer has a reportable beneficial interest in 4,249 shares of Abbott Common Stock owned by one of his sons and included in the reporting person's prior ownership reports. Read SEC document |
| December 19, 2005 Filed Feb 9, 2006 21:44 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 268 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-06-007434 · a5.xml · nonDerivative · entry 6 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife for son Disclosed balance after: 3,981 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities held by his wife and sons. The reporting person no longer has a reportable beneficial interest in 4,249 shares of Abbott Common Stock owned by one of his sons and included in the reporting person's prior ownership reports. Read SEC document |
| December 19, 2005 Filed Feb 9, 2006 21:44 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 804 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-06-007434 · a5.xml · nonDerivative · entry 4 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 804 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities held by his wife and sons. The reporting person no longer has a reportable beneficial interest in 4,249 shares of Abbott Common Stock owned by one of his sons and included in the reporting person's prior ownership reports. Read SEC document |
| December 19, 2005 Filed Feb 9, 2006 21:44 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 1,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-06-007434 · a5.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,888 Read SEC document |
| March 24, 2005 Filed Mar 28, 2005 20:59 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 224,097 | $0.00 Strike: $44.60 | $0.00 |
DisclosureSEC source: 0001104659-05-013074 · a4.xml · derivative · entry 10 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,097 Underlying: common shares · 224,097 shares Expires 2010-02-10 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 16(b) under Rule 16b-3. Read SEC document |
| March 24, 2005 Filed Mar 28, 2005 20:59 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 267,663 | $0.00 Strike: $32.61 | $0.00 |
DisclosureSEC source: 0001104659-05-013074 · a4.xml · derivative · entry 9 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,553 Underlying: common shares · 267,663 shares Expires 2010-02-10 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 16(b) under Rule 16b-3. Read SEC document |
| March 24, 2005 Filed Mar 28, 2005 20:59 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 51,695 | $0.00 Strike: $39.62 | $0.00 |
DisclosureSEC source: 0001104659-05-013074 · a4.xml · derivative · entry 8 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 51,695 shares Expires 2005-04-27 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 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from 16(b) under Rule 16b-3. Read SEC document |
| March 24, 2005 Filed Mar 28, 2005 20:59 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 272,299 | $44.60 | $12,144,535.40 |
DisclosureSEC source: 0001104659-05-013074 · a4.xml · nonDerivative · entry 3 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647,496 Read SEC document |
| March 24, 2005 Filed Mar 28, 2005 20:59 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 267,663 | $32.61 | $8,728,784.86 |
DisclosureSEC source: 0001104659-05-013074 · a4.xml · nonDerivative · entry 2 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 919,795 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 24, 2005 Filed Mar 28, 2005 20:59 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 51,695 | $39.62 | $2,048,259.29 |
DisclosureSEC source: 0001104659-05-013074 · a4.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652,132 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 18, 2005 Filed Feb 23, 2005 22:49 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 440,800 | $0.00 Strike: $46.34 | $0.00 |
DisclosureSEC source: 0001104659-05-008008 · a4.xml · derivative · entry 6 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,800 Underlying: common shares · 440,800 shares Expires 2015-02-17 F4 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program in a transaction exempt from Section 16(b) under Rule 16b-3. The option becomes exercisable in annual increments of 146,934 on 2/18/06, 146,933 on 2/18/07 and 146,933 on 2/18/08. Read SEC document |
| February 18, 2005 Filed Feb 23, 2005 22:49 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 63,800 | $46.34 | $2,956,492.00 |
DisclosureSEC source: 0001104659-05-008008 · a4.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,437 F1 · kind: These shares represent a restricted stock award under the Abbott Laboratories 1996 Incentive Stock Program in a transaction exempt from Section 16(b) under Rule 16b-3. The award includes the right to have stock withheld for tax purposes. Read SEC document |
| December 10, 2004 Filed Feb 1, 2005 17:17 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 13,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-05-003426 · a4.xml · nonDerivative · entry 2 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 536,637 Read SEC document |
| December 08, 2004 Filed Feb 1, 2005 17:17 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-05-003426 · a4.xml · nonDerivative · entry 11 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by wife for son Disclosed balance after: 3,713 F2 · ownership.nature: The reporting persons disclaims beneficial ownership of all securities held by his wife and sons. Read SEC document |
| December 08, 2004 Filed Feb 1, 2005 17:17 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-05-003426 · a4.xml · nonDerivative · entry 9 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by wife for son Disclosed balance after: 3,713 F2 · ownership.nature: The reporting persons disclaims beneficial ownership of all securities held by his wife and sons. Read SEC document |
| December 08, 2004 Filed Feb 1, 2005 17:17 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-05-003426 · a4.xml · nonDerivative · entry 7 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by wife for son Disclosed balance after: 3,713 F2 · ownership.nature: The reporting persons disclaims beneficial ownership of all securities held by his wife and sons. Read SEC document |
| December 08, 2004 Filed Feb 1, 2005 17:17 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 780 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-05-003426 · a4.xml · nonDerivative · entry 5 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by wife Disclosed balance after: 0 F2 · ownership.nature: The reporting persons disclaims beneficial ownership of all securities held by his wife and sons. Read SEC document |
| December 03, 2004 Filed Feb 1, 2005 17:17 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-05-003426 · a4.xml · nonDerivative · entry 10 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by wife for son Disclosed balance after: 3,453 F2 · ownership.nature: The reporting persons disclaims beneficial ownership of all securities held by his wife and sons. Read SEC document |
| December 03, 2004 Filed Feb 1, 2005 17:17 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-05-003426 · a4.xml · nonDerivative · entry 8 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by wife for son Disclosed balance after: 3,453 F2 · ownership.nature: The reporting persons disclaims beneficial ownership of all securities held by his wife and sons. Read SEC document |
| December 03, 2004 Filed Feb 1, 2005 17:17 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-05-003426 · a4.xml · nonDerivative · entry 6 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by wife for son Disclosed balance after: 3,453 F2 · ownership.nature: The reporting persons disclaims beneficial ownership of all securities held by his wife and sons. Read SEC document |
| December 03, 2004 Filed Feb 1, 2005 17:17 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 780 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-05-003426 · a4.xml · nonDerivative · entry 4 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by wife Disclosed balance after: 780 F2 · ownership.nature: The reporting persons disclaims beneficial ownership of all securities held by his wife and sons. Read SEC document |
| December 03, 2004 Filed Feb 1, 2005 17:17 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 1,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-05-003426 · a4.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,125 Read SEC document |
| February 20, 2004 Filed Feb 24, 2004 21:16 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 380,000 | $0.00 Strike: $43.66 | $0.00 |
DisclosureSEC source: 0001104659-04-005608 · a4.xml · derivative · entry 6 WHITE MILES D · CIK 0001239129 · Director · Chairman, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,000 Underlying: common shares · 380,000 shares Expires 2014-02-19 F4 · 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(b) under Rule 16b-3. The option becomes exercisable in annual increments of 126,667 on 2/20/05, 126,666 on 2/20/06 and 126,667 on 2/20/07 Read SEC document |
| February 20, 2004 Filed Feb 24, 2004 21:16 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 55,000 | $43.66 | $2,401,300.00 |
DisclosureSEC source: 0001104659-04-005608 · a4.xml · nonDerivative · entry 1 WHITE MILES D · CIK 0001239129 · Director · Chairman, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 551,685 F1 · kind: These shares represent a restricted stock award under the Abbott Laboratories 1996 Incentive Stock Program in a transaction exempt from Section 16(b) under Rule 16b-3. The award includes the right to have stock withheld for tax purposes. Read SEC document |
| December 30, 2003 Filed Feb 2, 2004 20:48 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-04-002326 · a4.xml · nonDerivative · entry 8 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by wife for son Disclosed balance after: 3,193 F2 · balance_after: The reporting person disclaims beneficial ownership of all securities held by his sons. Read SEC document |
| December 30, 2003 Filed Feb 2, 2004 20:48 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-04-002326 · a4.xml · nonDerivative · entry 7 WHITE MILES D · CIK 0001239129 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by wife for son Disclosed balance after: 3,193 F2 · balance_after: The reporting person disclaims beneficial ownership of all securities held by his sons. 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.