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 |
|---|---|---|---|---|---|---|
| March 10, 2015 Filed Mar 11, 2015 19:20 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-011013 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,799.182 F1 · price: 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 RSUs. Read SEC document |
| March 06, 2015 Filed Mar 10, 2015 22:01 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 143.22 | $153.92 | $22,044.42 |
DisclosureSEC source: 0001225208-15-007483 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,584.12 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 |
| February 27, 2015 Filed Mar 3, 2015 22:17 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 23,277.08 | $151.17 | $3,518,796.18 |
DisclosureSEC source: 0001225208-15-006617 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457,965.23 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| February 23, 2015 Filed Feb 25, 2015 21:35 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 20,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-005771 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481,242.31 F1 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 23, 2018. Read SEC document |
| December 31, 2014 Filed Jan 2, 2015 18:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 390 | $160.44 Strike: $0.00 | $62,571.60 |
DisclosureSEC source: 0001181431-15-000008 · rrd420942.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,016 Underlying: Common Stock · 390 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 09, 2014 Filed Dec 11, 2014 15:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-034789 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,140.643 F1 · price: 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 RSUs. Read SEC document |
| November 03, 2014 Filed Nov 4, 2014 19:20 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-030982 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,478.648 F1 · price: Stock Units awarded pursuant to The Procter & Gamble 2014 Stock and Incentive Compensation Plan. Read SEC document |
| October 31, 2014 Filed Feb 11, 2015 21:43 UTC | BOEING CO BA · Entity 2862 | GiftCommon Stock | 8,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-003578 · doc5.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,961.31 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 30, 2014 Filed Oct 1, 2014 18:49 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 330 | $189.83 Strike: $0.00 | $62,643.90 |
DisclosureSEC source: 0001181431-14-032905 · rrd416933.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,575 Underlying: Common Stock · 330 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 09, 2014 Filed Sep 10, 2014 18:36 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 482 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-027513 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,383.648 F1 · price: Stock Units awarded pursuant to Issuer's 2013 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on August 15, 2014, pursuant to issuer's 2013 Non-Employee Directors' Stock Plan. Read SEC document |
| June 30, 2014 Filed Jul 1, 2014 23:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 345 | $181.27 Strike: $0.00 | $62,538.15 |
DisclosureSEC source: 0001181431-14-025576 · rrd412648.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,204 Underlying: Common Stock · 345 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 10, 2014 Filed Jun 11, 2014 16:02 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-020545 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,682.438 F1 · price: Stock Units awarded pursuant to Issuer's 2013 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on May 15, 2014, pursuant to issuer's 2013 Non-Employee Directors' Stock Plan. Read SEC document |
| March 31, 2014 Filed Apr 1, 2014 17:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 325 | $192.49 Strike: $0.00 | $62,559.25 |
DisclosureSEC source: 0001181431-14-014661 · rrd406712.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,819 Underlying: Common Stock · 325 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 11, 2014 Filed Mar 12, 2014 17:39 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-011241 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,962.833 F1 · price: Stock Units awarded pursuant to Issuer's 2013 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on February 18, 2014, pursuant to Issuer's 2013 Non-Employee Directors' Stock Plan. Read SEC document |
| March 07, 2014 Filed Mar 11, 2014 21:19 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 135.75 | $129.12 | $17,527.36 |
DisclosureSEC source: 0001225208-14-008070 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,634.83 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 |
| February 24, 2014 Filed Feb 26, 2014 22:33 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 23,004.27 | $129.58 | $2,980,893.31 |
DisclosureSEC source: 0001225208-14-006459 · doc4.xml · nonDerivative · entry 3 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,906.14 F2 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| February 24, 2014 Filed Feb 26, 2014 22:33 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 24,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-006459 · doc4.xml · nonDerivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,910.41 F1 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 24, 2017. Read SEC document |
| February 19, 2014 Filed Feb 26, 2014 22:33 UTC | BOEING CO BA · Entity 2862 | GiftCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-006459 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464,707.41 Read SEC document |
| February 18, 2014 Filed Feb 20, 2014 21:38 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,400 | $0.00 Strike: $43.12 | $0.00 |
DisclosureSEC source: 0001225208-14-005386 · doc4.xml · derivative · entry 4 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,400 shares Expires 2014-05-03 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. F2 · derivative.exercise_date: The option was fully vested on May 3, 2009. Read SEC document |
| February 18, 2014 Filed Feb 20, 2014 21:38 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon Stock | 2,400 | $43.12 | $103,483.20 |
DisclosureSEC source: 0001225208-14-005386 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 467,107.41 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 |
| December 31, 2013 Filed Jan 2, 2014 16:39 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 335 | $187.05 Strike: $0.00 | $62,660.08 |
DisclosureSEC source: 0001181431-14-000046 · rrd398708.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,461 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 |
| December 10, 2013 Filed Dec 11, 2013 19:02 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 479 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-034339 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,245.954 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on November 15, 2013, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 08, 2013 Filed Oct 9, 2013 19:26 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-029141 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,573.411 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 30, 2013 Filed Oct 1, 2013 20:31 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 337 | $185.56 Strike: $0.00 | $62,533.72 |
DisclosureSEC source: 0001181431-13-051468 · rrd391761.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,094 Underlying: Common Stock · 337 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 11, 2013 Filed Sep 12, 2013 19:37 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-027081 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,280.411 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on August 15, 2013, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| August 08, 2013 Filed Aug 9, 2013 20:56 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 282,037 | $0.00 Strike: $35.57 | $0.00 |
DisclosureSEC source: 0001225208-13-017598 · doc4.xml · derivative · entry 5 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 282,037 shares Expires 2019-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents an option for the purchase of 282,037 shares vesting over a period of three years from the date of grant (February 23, 2009), with 34% vesting on February 23, 2010, 33% vesting on February 23, 2011, and 33% vesting on February 23, 2012. Read SEC document |
| August 08, 2013 Filed Aug 9, 2013 20:56 UTC | BOEING CO BA · Entity 2862 | SaleCommon Stock | 282,037 | $106.21 | $29,955,149.77 |
DisclosureSEC source: 0001225208-13-017598 · doc4.xml · nonDerivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,467.3 F2 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $105.88 to $106.78 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 08, 2013 Filed Aug 9, 2013 20:56 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon Stock | 282,037 | $35.57 | $10,032,056.09 |
DisclosureSEC source: 0001225208-13-017598 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 745,504.3 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, 2013 Filed Jul 1, 2013 16:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 329 | $190.54 Strike: $0.00 | $62,686.02 |
DisclosureSEC source: 0001181431-13-037372 · rrd384819.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,728 Underlying: Common Stock · 329 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 11, 2013 Filed Jun 13, 2013 18:45 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 513 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-020284 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,581.929 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on May 15, 2013, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| May 02, 2013 Filed May 2, 2013 21:17 UTC | BOEING CO BA · Entity 2862 | GiftCommon Stock | 3,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-011055 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462,744.86 Read SEC document |
| March 31, 2013 Filed Apr 1, 2013 15:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 296 | $211.59 Strike: $0.00 | $62,630.64 |
DisclosureSEC source: 0001181431-13-019528 · rrd375589.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,375 Underlying: Common Stock · 296 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 12, 2013 Filed Mar 13, 2013 19:30 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 519 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-010667 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,884.987 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on February 15, 2013, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| March 08, 2013 Filed Mar 12, 2013 22:04 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 155.39 | $81.21 | $12,619.22 |
DisclosureSEC source: 0001225208-13-007518 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,029.86 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 |
| February 25, 2013 Filed Feb 26, 2013 23:31 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 237,445 | $0.00 Strike: $75.97 | $0.00 |
DisclosureSEC source: 0001225208-13-005594 · doc4.xml · derivative · entry 5 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,445 Underlying: Common Stock · 237,445 shares Expires 2023-02-25 F3 · derivative.exercise_date: Represents an option grant for the purchase of 237,445 shares vesting over a period of three years from the date of grant (February 25, 2013), with 34% on February 25, 2014, 33% on February 25, 2015 and 33% on February 25, 2016. Read SEC document |
| February 25, 2013 Filed Feb 26, 2013 23:31 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 49,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-005594 · doc4.xml · nonDerivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,583.33 F2 · shares: Represents restricted stock units that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 25, 2016. Read SEC document |
| February 22, 2013 Filed Feb 26, 2013 23:31 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 24,789.42 | $76.76 | $1,902,711.93 |
DisclosureSEC source: 0001225208-13-005594 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,040.33 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| February 06, 2013 Filed Feb 8, 2013 22:04 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,400 | $0.00 Strike: $28.22 | $0.00 |
DisclosureSEC source: 0001225208-13-003520 · doc4.xml · derivative · entry 4 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,400 shares Expires 2013-04-28 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. F2 · derivative.exercise_date: The option was fully vested on May 9, 2008. Read SEC document |
| February 06, 2013 Filed Feb 8, 2013 22:04 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon Stock | 2,400 | $28.22 | $67,735.20 |
DisclosureSEC source: 0001225208-13-003520 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,829.75 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 |
| December 31, 2012 Filed Jan 2, 2013 16:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 329 | $190.27 Strike: $0.00 | $62,598.83 |
DisclosureSEC source: 0001181431-13-000061 · rrd365232.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,059 Underlying: Common Stock · 329 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 11, 2012 Filed Dec 13, 2012 13:22 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 567 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-033773 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,187.222 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on November 15, 2012, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 09, 2012 Filed Oct 11, 2012 17:34 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-028582 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,415.817 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 30, 2012 Filed Oct 1, 2012 18:40 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 303 | $206.82 Strike: $0.00 | $62,664.95 |
DisclosureSEC source: 0001181431-12-052447 · rrd357159.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,710 Underlying: Common Stock · 303 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 11, 2012 Filed Sep 12, 2012 18:13 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-026188 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,086.817 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on August 15, 2012, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| June 30, 2012 Filed Jul 2, 2012 17:05 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 322 | $194.12 Strike: $0.00 | $62,506.64 |
DisclosureSEC source: 0001181431-12-038679 · rrd350062.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,389 Underlying: Common Stock · 322 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 12, 2012 Filed Jun 14, 2012 13:16 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 598 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-020052 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,354.538 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on May 15, 2012, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| March 31, 2012 Filed Apr 2, 2012 16:53 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 300 | $208.59 Strike: $0.00 | $62,577.00 |
DisclosureSEC source: 0001181431-12-020973 · rrd340803.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 300 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, 2012 Filed Mar 15, 2012 14:33 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-010703 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,567.686 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| March 02, 2012 Filed Mar 6, 2012 22:47 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 231.24 | $74.96 | $17,332.59 |
DisclosureSEC source: 0001225208-12-006908 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,584.7 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 |
| February 28, 2012 Filed Mar 15, 2012 14:33 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GiftCommon Stock | 1,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-010703 · form4.xml · nonDerivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,014.686 F3 · price: P&G common shares given as gift F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on February 15, 2012, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. 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.