Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 3M COMMM · Entity 1275 | Director | May 03, 2024 | May 03, 2024 |
| ALLSTATE CORPALL · Entity 2989 | Director | April 01, 2022 | April 05, 2022 |
| ELI LILLY & CoLLY · Entity 2794 | Director | November 15, 2021 | November 17, 2021 |
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | March 31, 2022 | April 01, 2022 |
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.
3M CO
Report date May 03, 2024 · Filed May 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 63,174.266 |
Reported balance
After 2024-05-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-05-03 · Grant · Acquired 451.917 · Balance 63,174.266 F1: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors.
ALLSTATE CORP
Report date April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Share UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,755.344 |
Reported balance
After 2022-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-04-01 · Grant · Acquired 223.95 · Balance 12,755.344 F1: These common share units were acquired pursuant to The Allstate Corporation Amended and Restated Deferred Compensation Plan for Non-Employee Directors and represent director's fees deferred under the Plan and converted into units based on the market value of The Allstate Corporation's common shares. The units are credited with amounts representing dividends on common shares, as declared, which are also converted into units. For the period of October 2, 2021 through April 1, 2022, the reporting person acquired 160.596 of common share units representing those dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: These common share units were acquired pursuant to The Allstate Corporation Amended and Restated Deferred Compensation Plan for Non-Employee Directors and represent director's fees deferred under the Plan and converted into units based on the market value of The Allstate Corporation's common shares. The units are credited with amounts representing dividends on common shares, as declared, which are also converted into units. For the period of October 2, 2021 through April 1, 2022, the reporting person acquired 160.596 of common share units representing those dividends.
ELI LILLY & Co
Report date November 15, 2021 · Filed November 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,080 |
Reported balance
After 2021-11-15 transaction · row 1
1 source rowRow 1 · 2021-11-15 · Grant · Acquired 677 · Balance 45,080 |
INTERNATIONAL BUSINESS MACHINES CORP
Report date March 31, 2022 · Filed April 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 49,611 |
Reported balance
After 2022-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-31 · Grant · Acquired 715 · Balance 49,611 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
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 |
|---|---|---|---|---|---|---|
| June 30, 2007 Filed Jul 2, 2007 17:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 475 | $105.34 Strike: $0.00 | $50,036.50 |
DisclosureSEC source: 0001181431-07-043018 · rrd164642.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,464 Underlying: Common Stock · 475 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2007 Filed Apr 2, 2007 17:25 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 532 | $94.16 Strike: $0.00 | $50,093.12 |
DisclosureSEC source: 0001181431-07-022377 · rrd153158.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,978 Underlying: Common Stock · 532 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 31, 2006 Filed Jan 3, 2007 16:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 257 | $97.36 Strike: $0.00 | $25,020.24 |
DisclosureSEC source: 0001181431-07-000367 · rrd141112.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,439 Underlying: Common Stock · 257 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2006 Filed Oct 2, 2006 20:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 304 | $82.28 Strike: $0.00 | $25,013.12 |
DisclosureSEC source: 0001181431-06-055748 · rrd132003.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,175 Underlying: Common Stock · 304 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2006 Filed Jul 5, 2006 17:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 324 | $77.36 Strike: $0.00 | $25,064.64 |
DisclosureSEC source: 0001181431-06-040052 · rrd123363.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,864 Underlying: Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| May 01, 2006 Filed May 2, 2006 18:32 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantBOD Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $82.70 | $0.00 |
DisclosureSEC source: 0001181431-06-026767 · rrd116119.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2016-04-30 F1 · security: Stock options granted pursuant to the IBM Non-Employee Directors Stock Option Plan. F2 · derivative.exercise_date: These derivative securities vest in four equal annual installments, the first vesting being on the date exercisable shown. All expire on the expiration date shown above. F2 · derivative.expiration_date: These derivative securities vest in four equal annual installments, the first vesting being on the date exercisable shown. All expire on the expiration date shown above. Read SEC document |
| March 31, 2006 Filed Apr 3, 2006 18:50 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 302 | $82.95 Strike: $0.00 | $25,049.39 |
DisclosureSEC source: 0001181431-06-021308 · rrd113151.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,535 Underlying: Common Stock · 302 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 31, 2005 Filed Jan 3, 2006 18:54 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 305 | $82.03 Strike: $0.00 | $25,017.63 |
DisclosureSEC source: 0001181431-06-000125 · rrd101812.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231 Underlying: Common Stock · 305 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2005 Filed Oct 3, 2005 19:13 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 312 | $80.25 Strike: $0.00 | $25,036.44 |
DisclosureSEC source: 0001181431-05-054508 · rrd93615.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 924 Underlying: Common Stock · 312 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2005 Filed Jul 1, 2005 18:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 335 | $74.78 Strike: $0.00 | $25,051.30 |
DisclosureSEC source: 0001181431-05-037834 · rrd84424.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611 Underlying: Common Stock · 335 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| May 01, 2005 Filed May 2, 2005 20:27 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantBOD Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $76.48 | $0.00 |
DisclosureSEC source: 0001181431-05-024714 · rrd77259.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2015-04-30 F1 · security: Stock options granted pursuant to the IBM Non-Employee Directors Stock Option Plan. F2 · derivative.exercise_date: These derivative securities vest in four equal annual installments, the first vesting being on the date exercisable shown. All expire on the expiration date shown above. F2 · derivative.expiration_date: These derivative securities vest in four equal annual installments, the first vesting being on the date exercisable shown. All expire on the expiration date shown above. Read SEC document |
| March 31, 2005 Filed Apr 1, 2005 22:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 276 | $90.81 Strike: $0.00 | $25,063.56 |
DisclosureSEC source: 0001181431-05-019824 · rrd74275.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276 Underlying: Common Stock · 276 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. 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.