Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Director | December 31, 2021 | February 02, 2022 |
| BOEING COBA · Entity 2862 | Director | April 01, 2024 | April 04, 2024 |
| Envision Healthcare CorpEVHC · Entity 162981 | Director | May 25, 2017 | May 30, 2017 |
| JOHNSON & JOHNSONJNJ · Entity 2722 | Director | February 15, 2022 | February 17, 2022 |
| Warby Parker Inc.WRBY · Entity 4234 | Director | June 08, 2026 | June 10, 2026 |
| agilon health, inc.AGL · Entity 4698 | Director | June 02, 2026 | June 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.
AMERICAN EXPRESS CO
Report date December 31, 2021 · Filed February 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,625 |
Reported balance
After 2021-12-14 transaction · row 1
1 source rowRow 1 · 2021-12-14 · Gift · Disposed 28,500 · Balance 30,625 F1: The reported disposition represents a bona fide charitable gift made by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported disposition represents a bona fide charitable gift made by the reporting person.
BOEING CO
Report date April 01, 2024 · Filed April 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 26,222.747 |
Reported balance
After 2024-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-04-01 · Grant · Acquired 240.054 · Balance 26,222.747 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
Envision Healthcare Corp
Report date May 25, 2017 · Filed May 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 182,573 |
Reported balance
After 2017-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-05-25 · Grant · Acquired 3,124 · Balance 182,573 F1: Represents deferred stock units granted, pursuant to the Reporting Person's election, in lieu of the annual restricted stock unit award to non-employee directors for service on the Company's board of directors (the "Board"). The deferred stock units vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the Company's next annual shareholders meeting, in each case subject to continued service on the Board. Pursuant to the Reporting Person's election, once vested the settlement of these deferred stock units will be deferred until the earlier of the Reporting Person's termination of board service and a change in control of the Company. F2: The number of shares of common stock reported as beneficially owned by the reporting person has been reduced in order to correct a clerical error in the previous Form 4 filing. All reportable transactions have been previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units granted, pursuant to the Reporting Person's election, in lieu of the annual restricted stock unit award to non-employee directors for service on the Company's board of directors (the "Board"). The deferred stock units vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the Company's next annual shareholders meeting, in each case subject to continued service on the Board. Pursuant to the Reporting Person's election, once vested the settlement of these deferred stock units will be deferred until the earlier of the Reporting Person's termination of board service and a change in control of the Company.
F2: The number of shares of common stock reported as beneficially owned by the reporting person has been reduced in order to correct a clerical error in the previous Form 4 filing. All reportable transactions have been previously reported.
JOHNSON & JOHNSON
Report date February 15, 2022 · Filed February 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 25,673 |
Reported balance
After 2022-02-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-02-15 · Grant · Acquired 1,175 · Balance 25,673 F1: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date).
Warby Parker Inc.
Report date June 08, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 113,629 |
Reported balance
After 2026-06-08 transaction · row 1
1 source rowRow 1 · 2026-06-08 · Grant · Acquired 13,006 · Balance 113,629 F1: Represents a grant of fully-vested restricted stock units ("RSUs"), granted pursuant to the Warby Parker Inc. Amended and Restated Non-Employee Director Compensation Program. Each RSU unit represents a right to receive one share of Class A Common Stock. The RSUs will be settled in shares of Class A Common Stock following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; or (iii) the director's death. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 9,173 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,173 F2: Mr. Williams may be deemed to have voting power and dispositive power over the shares held by the Ronald A. Williams Revocable Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of fully-vested restricted stock units ("RSUs"), granted pursuant to the Warby Parker Inc. Amended and Restated Non-Employee Director Compensation Program. Each RSU unit represents a right to receive one share of Class A Common Stock. The RSUs will be settled in shares of Class A Common Stock following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; or (iii) the director's death.
F2: Mr. Williams may be deemed to have voting power and dispositive power over the shares held by the Ronald A. Williams Revocable Trust.
agilon health, inc.
Report date June 02, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 149,141 |
Reported balance
After 2026-06-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 2,133 · Balance 149,141 F1: Restricted stock units that vest in full on June 2, 2027, subject to continued service as a director F2: The amount of securities beneficially owned following the reported transaction reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026. F3: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units that vest in full on June 2, 2027, subject to continued service as a director
F2: The amount of securities beneficially owned following the reported transaction reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026.
F3: Includes restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Envision Healthcare Holdings, Inc.
Report date December 01, 2016 · Filed December 02, 2016
Section 16 reporting ended · disclosed 2016-12-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-12-01 transaction · row 1
1 source rowRow 1 · 2016-12-01 · Disposition to issuer · Disposed 535,941 · Balance 0 F1: Disposition pursuant to the terms of the Agreement and Plan of Merger, dated as of June 15, 2016, by and among Envision Healthcare Holdings, Inc., New Amethyst Corp. and AmSurg Corp. (the "Merger Agreement"), exempt under Rule 16b-3. F2: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time, each share of common stock held by the reporting person immediately prior to the Merger 2 Effective Time (as defined in the Merger Agreement) was assumed by New Amethyst and converted into a New Amethyst share of common stock having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in the Merger Agreement). |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition pursuant to the terms of the Agreement and Plan of Merger, dated as of June 15, 2016, by and among Envision Healthcare Holdings, Inc., New Amethyst Corp. and AmSurg Corp. (the "Merger Agreement"), exempt under Rule 16b-3.
F2: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time, each share of common stock held by the reporting person immediately prior to the Merger 2 Effective Time (as defined in the Merger Agreement) was assumed by New Amethyst and converted into a New Amethyst share of common stock having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in the Merger Agreement).
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 |
|---|---|---|---|---|---|---|
| October 01, 2019 Filed Oct 3, 2019 21:01 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 234.33 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013167 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,913.91 Underlying: Common Stock · 234.33 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 18:02 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 158.402 | $118.37 | $18,750.04 |
DisclosureSEC source: 0001127602-19-029624 · form4.xml · derivative · entry 2 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,133.5049 Underlying: Common Stock · 158.402 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F4 · kind: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F5 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 18:02 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 327.363 | $118.37 | $38,749.96 |
DisclosureSEC source: 0001127602-19-029624 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,975.1029 Underlying: Common Stock · 327.363 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:25 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 247.03 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010044 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,579.79 Underlying: Common Stock · 247.03 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 21:10 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 151.52 | $123.75 | $18,750.60 |
DisclosureSEC source: 0001127602-19-023671 · form4.xml · derivative · entry 2 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,436.199 Underlying: Common Stock · 151.52 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F4 · shares: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F5 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 21:10 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 313.13 | $123.75 | $38,749.84 |
DisclosureSEC source: 0001127602-19-023671 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,284.679 Underlying: Common Stock · 313.13 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. Read SEC document |
| May 07, 2019 Filed May 9, 2019 18:37 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 1,648.73 | $115.24 | $189,999.65 |
DisclosureSEC source: 0001127602-19-017873 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,753.919 Underlying: Common Stock · 1,648.73 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:59 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 248.43 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006360 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,232.66 Underlying: Common Stock · 248.43 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 19:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 169.791 | $110.43 | $18,750.02 |
DisclosureSEC source: 0001127602-19-014054 · form4.xml · derivative · entry 2 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,861.381 Underlying: Common Stock · 169.791 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F4 · kind: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F5 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 19:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 350.901 | $110.43 | $38,750.00 |
DisclosureSEC source: 0001127602-19-014054 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,691.59 Underlying: Common Stock · 350.901 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 19:55 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 1,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002421 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,360.73 Underlying: Common Stock · 1,402 shares Expires not disclosed F1 · derivative.exercise_price: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:21 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 258.76 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000589 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,905.82 Underlying: Common Stock · 258.76 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 23:47 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 196.171 | $95.58 | $18,750.02 |
DisclosureSEC source: 0001127602-19-000968 · form4.xml · derivative · entry 2 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,340.689 Underlying: Common Stock · 196.171 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F4 · kind: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F5 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 23:47 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 405.42 | $95.58 | $38,750.04 |
DisclosureSEC source: 0001127602-19-000968 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,144.518 Underlying: Common Stock · 405.42 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 21:53 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 350.337 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016588 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,958.73 Underlying: Common Stock · 350.337 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 22:44 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 217.62 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014373 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,561.11 Underlying: Common Stock · 217.62 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 21:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 171.55 | $109.30 | $18,750.42 |
DisclosureSEC source: 0001127602-18-029175 · form4.xml · derivative · entry 2 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,506.759 Underlying: Common Stock · 171.55 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F4 · kind: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F5 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 21:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 354.53 | $109.30 | $38,750.13 |
DisclosureSEC source: 0001127602-18-029175 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,335.209 Underlying: Common Stock · 354.53 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 20:43 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 364.156 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013377 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,608.393 Underlying: Common Stock · 364.156 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:46 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 247.88 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011470 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,263.4 Underlying: Common Stock · 247.88 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 23:47 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 192.386 | $97.46 | $18,749.94 |
DisclosureSEC source: 0001127602-18-022742 · form4.xml · derivative · entry 2 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,760.987 Underlying: Common Stock · 192.386 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F4 · kind: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F5 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 23:47 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 397.599 | $97.46 | $38,750.00 |
DisclosureSEC source: 0001127602-18-022742 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,568.601 Underlying: Common Stock · 397.599 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 22:59 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 403.586 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010700 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,244.237 Underlying: Common Stock · 403.586 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| May 07, 2018 Filed May 9, 2018 22:13 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 1,931.09 | $98.39 | $189,999.95 |
DisclosureSEC source: 0001127602-18-016822 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,960.307 Underlying: Common Stock · 1,931.09 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:39 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 254.98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-007366 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,939.02 Underlying: Common Stock · 254.98 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 21:07 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 42.494 | $93.15 | $3,958.32 |
DisclosureSEC source: 0001127602-18-013779 · form4.xml · derivative · entry 2 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,029.217 Underlying: Common Stock · 42.494 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F4 · kind: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F5 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 21:07 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 405.409 | $93.15 | $37,763.85 |
DisclosureSEC source: 0001127602-18-013779 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,986.723 Underlying: Common Stock · 405.409 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 18:00 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 363.404 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-006206 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,840.651 Underlying: Common Stock · 363.404 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 23:17 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 1,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003075 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,477.247 Underlying: Common Stock · 1,428 shares Expires not disclosed F1 · derivative.exercise_price: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:48 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 278.53 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000715 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,605.71 Underlying: Common Stock · 278.53 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 22:10 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 378.864 | $98.98 | $37,499.96 |
DisclosureSEC source: 0001127602-18-000717 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,351.017 Underlying: Common Stock · 378.864 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 22:50 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 325.325 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018692 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,049.247 Underlying: Common Stock · 325.325 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 21:44 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 323.83 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015948 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,248.35 Underlying: Common Stock · 323.83 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 21:42 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 421.775 | $88.91 | $37,500.02 |
DisclosureSEC source: 0001127602-17-029033 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,748.543 Underlying: Common Stock · 421.775 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 12, 2017 Filed Sep 14, 2017 22:24 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 343.515 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015033 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,723.922 Underlying: Common Stock · 343.515 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:33 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 428.04 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012345 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,837.04 Underlying: Common Stock · 428.04 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 452.352 | $82.90 | $37,499.98 |
DisclosureSEC source: 0001127602-17-023079 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,103.104 Underlying: Common Stock · 452.352 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 20:34 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 343.022 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011356 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,380.407 Underlying: Common Stock · 343.022 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| May 25, 2017 Filed May 30, 2017 23:40 UTC | Envision Healthcare Corp EVHC · Entity 162981 | GrantCommon Stock | 3,124 | $56.03 | $175,037.72 |
DisclosureSEC source: 0001678531-17-000138 · wf-form4_149618761435224.xml · nonDerivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,573 F1 · kind: Represents deferred stock units granted, pursuant to the Reporting Person's election, in lieu of the annual restricted stock unit award to non-employee directors for service on the Company's board of directors (the "Board"). The deferred stock units vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the Company's next annual shareholders meeting, in each case subject to continued service on the Board. Pursuant to the Reporting Person's election, once vested the settlement of these deferred stock units will be deferred until the earlier of the Reporting Person's termination of board service and a change in control of the Company. F2 · balance_after: The number of shares of common stock reported as beneficially owned by the reporting person has been reduced in order to correct a clerical error in the previous Form 4 filing. All reportable transactions have been previously reported. Read SEC document |
| May 01, 2017 Filed May 3, 2017 18:12 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 2,108.626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-016542 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,421.633 Underlying: Common Stock · 2,108.626 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F2 · price: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 21:29 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 445.89 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-007690 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,301.93 Underlying: Common Stock · 445.89 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:10 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 542.85 | $79.11 | $42,944.86 |
DisclosureSEC source: 0001127602-17-014025 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,313.007 Underlying: Common Stock · 542.85 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:54 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 350.16 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006428 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,037.385 Underlying: Common Stock · 350.16 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon the Reporting Person's Retirement (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon the Reporting Person's Retirement (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon the Reporting Person's Retirement (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 03:00 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 1,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003489 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,687.225 Underlying: Common Stock · 1,512 shares Expires not disclosed F1 · security: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon the Reporting Person's retirement (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_price: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon the Reporting Person's retirement (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon the Reporting Person's retirement (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: Grant of Deferred Share Units acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon the Reporting Person's retirement (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:27 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 504.24 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-000695 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,749.07 Underlying: Common Stock · 504.24 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 20:17 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 569.095 | $74.08 | $42,158.56 |
DisclosureSEC source: 0001127602-17-000541 · form4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,543.679 Underlying: Common Stock · 569.095 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:57 UTC | Envision Healthcare Corp EVHC · Entity 162981 | GrantCommon Stock | 447 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001678531-17-000004 · wf-form4_148356706181300.xml · nonDerivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,452 F1 · shares: Represents vested deferred stock units granted, pursuant to the Reporting Person's election, in lieu of $28,333 in cash for director fees. These deferred stock units will be settled into an equal number of shares of common stock following the earlier of the Reporting Person's termination of board service and a change in control under the Envision Healthcare Holdings, Inc. 2013 Omnibus Incentive Plan. F1 · price: Represents vested deferred stock units granted, pursuant to the Reporting Person's election, in lieu of $28,333 in cash for director fees. These deferred stock units will be settled into an equal number of shares of common stock following the earlier of the Reporting Person's termination of board service and a change in control under the Envision Healthcare Holdings, Inc. 2013 Omnibus Incentive Plan. Read SEC document |
| December 06, 2016 Filed Dec 9, 2016 00:19 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantDeferred Share Units · Derivative | 381.325 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042925 · doc4.xml · derivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,175.225 Underlying: Common Stock · 381.325 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon the Reporting Person's Retirement (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.exercise_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon the Reporting Person's Retirement (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). F1 · derivative.expiration_date: The Deferred Share Units acquired, and dividends accrued, under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon the Reporting Person's Retirement (with each Deferred Share Unit representing the fair market value of one share of Common Stock on the settlement date). Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 00:09 UTC | Envision Healthcare Holdings, Inc. EVHC · Entity 180702 | Disposition to issuerCommon Stock | 535,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-152792 · doc4.xml · nonDerivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposition pursuant to the terms of the Agreement and Plan of Merger, dated as of June 15, 2016, by and among Envision Healthcare Holdings, Inc., New Amethyst Corp. and AmSurg Corp. (the "Merger Agreement"), exempt under Rule 16b-3. F1 · timeliness: Disposition pursuant to the terms of the Agreement and Plan of Merger, dated as of June 15, 2016, by and among Envision Healthcare Holdings, Inc., New Amethyst Corp. and AmSurg Corp. (the "Merger Agreement"), exempt under Rule 16b-3. F2 · shares: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time, each share of common stock held by the reporting person immediately prior to the Merger 2 Effective Time (as defined in the Merger Agreement) was assumed by New Amethyst and converted into a New Amethyst share of common stock having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in the Merger Agreement). F2 · price: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time, each share of common stock held by the reporting person immediately prior to the Merger 2 Effective Time (as defined in the Merger Agreement) was assumed by New Amethyst and converted into a New Amethyst share of common stock having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in the Merger Agreement). Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 22:02 UTC | Envision Healthcare Corp EVHC · Entity 162981 | GrantCommon Stock | 179,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001678531-16-000080 · wf-form4_148071614752207.xml · nonDerivative · entry 1 WILLIAMS RONALD A · CIK 0001185243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,005 F1 · price: Acquisition pursuant to the terms of the Agreement and Plan of Merger, dated as of June 15, 2016, by and among Envision Healthcare Holdings, Inc., Envision Healthcare Corporation (formerly known as New Amethyst Corp.) (the "Company") and AmSurg Corp. (the "Merger Agreement"), exempt under Rule 16b-3. F2 · price: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time (as defined in the Merger Agreement), each share of Envision Healthcare Holdings, Inc. common stock held by the reporting person immediately prior to the Merger 2 Effective Time was assumed by the Company and converted into 0.334 shares of the Company's common stock having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in the Merger Agreement). F3 · price: Pursuant to the Merger Agreement, equity-based awards granted pursuant to Envision Healthcare Holdings plans that were outstanding immediately prior to the effective time of the Mergers were converted into corresponding awards in respect of the Company's common stock at the effective time of the Mergers, subject to the same terms and conditions (including applicable vesting requirements) as were applicable to such awards prior to the consummation of the Mergers; provided, that equity-based awards granted pursuant to Envision Healthcare Holdings plans were adjusted to reflect the Exchange Ratio (as defined in the Merger Agreement). 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.