Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director · Chairman | February 25, 2016 | February 29, 2016 |
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | March 29, 2018 | March 30, 2018 |
| PROCTER & GAMBLE CoPG · Entity 2814 | Director | September 14, 2021 | September 15, 2021 |
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.
BOEING CO
Report date February 25, 2016 · Filed February 29, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 437,689.67 |
Reported balance
After 2016-02-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-02-25 · Tax withholding · Disposed 22,807.39 · Balance 437,689.67 F1: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2: Includes adjustments for dividends accrued. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 482.72 |
Reported balance
Holding disclosure · report date 2016-02-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 482.72 |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 50 |
Reported balance
Holding disclosure · report date 2016-02-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 50 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction.
F2: Includes adjustments for dividends accrued.
INTERNATIONAL BUSINESS MACHINES CORP
Report date March 29, 2018 · Filed March 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,716 |
Reported balance
After 2018-03-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-03-29 · Grant · Acquired 530 · Balance 15,716 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.
PROCTER & GAMBLE Co
Report date September 14, 2021 · Filed September 15, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,966.068 |
Reported balance
After 2021-09-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-09-14 · Grant · Acquired 276 · Balance 85,966.068 F1: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. F2: Total includes grant of dividend equivalents in the form of Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan.
F2: Total includes grant of dividend equivalents in the form of Restricted Stock Units.
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 |
|---|---|---|---|---|---|---|
| September 14, 2021 Filed Sep 15, 2021 19:38 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 276 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-025307 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,966.068 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 15:46 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 297 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-019580 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,391.489 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 19:03 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010026 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,785.565 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| December 08, 2020 Filed Dec 9, 2020 19:06 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030954 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,204.927 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| October 13, 2020 Filed Oct 14, 2020 20:03 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026907 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,646.449 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. Read SEC document |
| September 08, 2020 Filed Sep 9, 2020 18:55 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024819 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,259.449 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| June 09, 2020 Filed Jun 10, 2020 19:45 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-019340 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,690.114 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 17:41 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 291 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-010393 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,026.409 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 15:13 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 322 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-034856 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,460.23 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| October 08, 2019 Filed Oct 10, 2019 20:34 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-030378 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,853.34 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan. Read SEC document |
| September 10, 2019 Filed Sep 11, 2019 18:41 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 292 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028185 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,199.34 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| June 11, 2019 Filed Jun 12, 2019 18:51 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-021452 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,626.944 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 15:14 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-011307 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,999.68 F1 · price: Common stock awarded pursuant to issuer's 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 19:20 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-036044 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,383.966 F1 · price: Common stock awarded pursuant to issuer's 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| October 09, 2018 Filed Oct 11, 2018 18:07 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-029956 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,679.496 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. Read SEC document |
| September 11, 2018 Filed Sep 12, 2018 18:51 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 427 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-027400 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,550.496 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 17:37 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020868 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,766.247 F1 · price: Common stock awarded pursuant to issuer's 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| March 29, 2018 Filed Mar 30, 2018 19:18 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 530 | $153.43 Strike: $0.00 | $81,317.90 |
DisclosureSEC source: 0001562180-18-001745 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,716 Underlying: Common Stock · 530 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 13, 2018 Filed Mar 15, 2018 15:42 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011644 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,916.872 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 21:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 489 | $153.42 Strike: $0.00 | $75,022.38 |
DisclosureSEC source: 0001562180-18-000056 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,045 Underlying: Common Stock · 489 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 18, 2017 Filed Dec 19, 2017 14:51 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035004 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,202.009 F1 · price: Restricted Stock Units awarded pursuant to issuer's 2014 Stock and Incentive Compensation Plan. Read SEC document |
| December 12, 2017 Filed Dec 13, 2017 20:50 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034550 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,297.009 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 16:50 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 517 | $145.08 Strike: $0.00 | $75,006.36 |
DisclosureSEC source: 0001562180-17-003072 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,417 Underlying: Common Stock · 517 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 12, 2017 Filed Sep 14, 2017 15:13 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 428 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027418 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,613.026 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 488 | $153.83 Strike: $0.00 | $75,069.04 |
DisclosureSEC source: 0001562180-17-002400 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,758 Underlying: Common Stock · 488 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 13, 2017 Filed Jun 15, 2017 18:02 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 455 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021485 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,904.837 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 19:42 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 431 | $174.14 Strike: $0.00 | $75,054.34 |
DisclosureSEC source: 0001562180-17-001379 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,143 Underlying: Common Stock · 431 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 14, 2017 Filed Mar 16, 2017 15:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011864 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,153.736 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 17:21 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 452 | $165.99 Strike: $0.00 | $75,027.48 |
DisclosureSEC source: 0001562180-17-000050 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,613 Underlying: Common Stock · 452 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 13, 2016 Filed Dec 15, 2016 16:00 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 470 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070080 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,496.023 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of Restricted Stock Units. Read SEC document |
| October 11, 2016 Filed Oct 12, 2016 19:20 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064714 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,732.326 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 23:54 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 473 | $158.85 Strike: $0.00 | $75,136.05 |
DisclosureSEC source: 0001562180-16-003182 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,059 Underlying: Common Stock · 473 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 13, 2016 Filed Sep 14, 2016 20:01 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062515 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,755.326 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| June 30, 2016 Filed Jul 1, 2016 19:21 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 495 | $151.78 Strike: $0.00 | $75,131.10 |
DisclosureSEC source: 0001562180-16-002739 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,486 Underlying: Common Stock · 495 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 14, 2016 Filed Jun 16, 2016 16:31 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-055629 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,031.917 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| March 31, 2016 Filed Apr 1, 2016 20:04 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 496 | $151.45 Strike: $0.00 | $75,119.20 |
DisclosureSEC source: 0001562180-16-002036 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,892 Underlying: Common Stock · 496 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 08, 2016 Filed Mar 10, 2016 20:27 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-045909 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,271.658 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| February 25, 2016 Filed Feb 29, 2016 23:49 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 22,807.39 | $116.69 | $2,661,394.34 |
DisclosureSEC source: 0001225208-16-028603 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437,689.67 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| December 31, 2015 Filed Jan 4, 2016 22:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 545 | $137.62 Strike: $0.00 | $75,002.90 |
DisclosureSEC source: 0001562180-16-001171 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,301 Underlying: Common Stock · 545 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 08, 2015 Filed Dec 10, 2015 15:00 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 515 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-033693 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,574.622 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| October 13, 2015 Filed Oct 15, 2015 18:51 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-029069 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,762.434 F1 · price: Restricted Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. Read SEC document |
| September 30, 2015 Filed Oct 1, 2015 17:25 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 518 | $144.97 Strike: $0.00 | $75,094.46 |
DisclosureSEC source: 0001562180-15-000821 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,664 Underlying: Common Stock · 518 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 08, 2015 Filed Sep 10, 2015 14:50 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-026793 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,400.434 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| August 07, 2015 Filed Aug 11, 2015 22:19 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 261,000 | $0.00 Strike: $74.45 | $0.00 |
DisclosureSEC source: 0001225208-15-016719 · doc4.xml · derivative · entry 6 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 261,000 shares Expires 2016-02-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was fully vested on February 27, 2009. Read SEC document |
| August 07, 2015 Filed Aug 11, 2015 22:19 UTC | BOEING CO BA · Entity 2862 | SaleCommon Stock | 258,600 | $142.23 | $36,781,453.80 |
DisclosureSEC source: 0001225208-15-016719 · doc4.xml · nonDerivative · entry 3 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,209.21 F3 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $141.71 to $142.70 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| August 07, 2015 Filed Aug 11, 2015 22:19 UTC | BOEING CO BA · Entity 2862 | SaleCommon Stock | 2,400 | $142.73 | $342,540.00 |
DisclosureSEC source: 0001225208-15-016719 · doc4.xml · nonDerivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717,809.21 F2 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $142.72 to $142.74 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| August 07, 2015 Filed Aug 11, 2015 22:19 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon Stock | 261,000 | $74.45 | $19,430,145.00 |
DisclosureSEC source: 0001225208-15-016719 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 720,209.21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 30, 2015 Filed Jul 1, 2015 17:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 462 | $162.66 Strike: $0.00 | $75,148.92 |
DisclosureSEC source: 0001562180-15-000542 · primarydocument.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,066 Underlying: Common Stock · 462 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 09, 2015 Filed Jun 11, 2015 18:10 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-020386 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,556.756 F1 · price: Common Stock awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs. Read SEC document |
| March 31, 2015 Filed Apr 1, 2015 17:45 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 468 | $160.50 Strike: $0.00 | $75,114.00 |
DisclosureSEC source: 0001181431-15-005348 · rrd424054.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,539 Underlying: Common Stock · 468 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.