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 |
|---|---|---|---|---|---|---|
| February 27, 2012 Filed Feb 29, 2012 19:17 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 222,824 | $0.00 Strike: $75.40 | $0.00 |
DisclosureSEC source: 0001225208-12-005978 · 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: 222,824 Underlying: Common Stock · 222,824 shares Expires 2022-02-27 F2 · derivative.exercise_date: Represents an option grant for the purchase of 222,824 shares vesting over a period of three years from the date of grant (February 27, 2012), with 34% on February 27, 2013, 33% on February 27, 2014 and 33% on February 27, 2015. Read SEC document |
| February 27, 2012 Filed Feb 29, 2012 19:17 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 49,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-005978 · 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: 434,655.58 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 27, 2015. Read SEC document |
| February 23, 2012 Filed Feb 27, 2012 21:59 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 38,493.76 | $75.85 | $2,919,559.23 |
DisclosureSEC source: 0001225208-12-005613 · 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: 384,738.58 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| January 31, 2012 Filed Feb 1, 2012 23:42 UTC | BOEING CO BA · Entity 2862 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-002833 · doc4.xml · nonDerivative · entry 7 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,232.34 Read SEC document |
| January 31, 2012 Filed Feb 1, 2012 23:42 UTC | BOEING CO BA · Entity 2862 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-002833 · doc4.xml · nonDerivative · entry 6 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425,732.34 Read SEC document |
| January 31, 2012 Filed Feb 1, 2012 23:42 UTC | BOEING CO BA · Entity 2862 | GiftCommon Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-002833 · doc4.xml · nonDerivative · entry 5 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,232.34 Read SEC document |
| January 31, 2012 Filed Feb 1, 2012 23:42 UTC | BOEING CO BA · Entity 2862 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-002833 · doc4.xml · nonDerivative · entry 4 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,507.34 Read SEC document |
| January 31, 2012 Filed Feb 1, 2012 23:42 UTC | BOEING CO BA · Entity 2862 | GiftCommon Stock | 235 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-002833 · doc4.xml · nonDerivative · entry 3 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,757.34 Read SEC document |
| January 30, 2012 Filed Feb 1, 2012 23:42 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $44.13 | $0.00 |
DisclosureSEC source: 0001225208-12-002833 · doc4.xml · derivative · entry 10 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2012-04-29 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 April 30, 2007. Read SEC document |
| January 30, 2012 Filed Feb 1, 2012 23:42 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon Stock | 3,000 | $44.13 | $132,381.00 |
DisclosureSEC source: 0001225208-12-002833 · 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: 426,992.34 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2011 Filed Jan 3, 2012 15:39 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 338 | $185.14 Strike: $0.00 | $62,577.32 |
DisclosureSEC source: 0001181431-12-000038 · rrd329357.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,736 Underlying: Common Stock · 338 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, 2011 Filed Dec 15, 2011 15:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-032308 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,226.866 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, 2011, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 11, 2011 Filed Oct 13, 2011 15:24 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-027246 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,472.333 F1 · price: Stock Units awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 30, 2011 Filed Oct 3, 2011 17:50 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 355 | $176.51 Strike: $0.00 | $62,661.05 |
DisclosureSEC source: 0001181431-11-051023 · rrd323066.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,385 Underlying: Common Stock · 355 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 20, 2011 Filed Sep 21, 2011 18:10 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 547 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-025726 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,994.333 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, 2011, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan and shares acquired through the Issuer's dividend reinvestment plan. Read SEC document |
| June 30, 2011 Filed Jul 1, 2011 16:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 365 | $171.60 Strike: $0.00 | $62,632.18 |
DisclosureSEC source: 0001181431-11-039160 · rrd316861.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,017 Underlying: Common Stock · 365 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, 2011 Filed Jun 16, 2011 17:07 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 541 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-019403 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,289.662 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 16, 2011, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan and shares acquired through the Issuer's dividend reinvestment plan. Read SEC document |
| May 05, 2011 Filed Feb 1, 2012 23:42 UTC | BOEING CO BA · Entity 2862 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-002833 · doc4.xml · nonDerivative · entry 8 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 50 Read SEC document |
| May 05, 2011 Filed Feb 1, 2012 23:42 UTC | BOEING CO BA · Entity 2862 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-002833 · 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: 420,471.03 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 31, 2011 Filed Apr 1, 2011 17:49 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 383 | $163.57 Strike: $0.00 | $62,645.40 |
DisclosureSEC source: 0001181431-11-021194 · rrd307201.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,641 Underlying: Common Stock · 383 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, 2011 Filed Mar 15, 2011 18:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 571 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-010222 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,604.821 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, 2011, pursuant to Issuer's 2003 Non-Employee Direc tors' Stock Plan. Read SEC document |
| February 22, 2011 Filed Feb 25, 2011 00:44 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 190,432 | $0.00 Strike: $71.44 | $0.00 |
DisclosureSEC source: 0001225208-11-007253 · doc4.xml · derivative · entry 3 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,432 Underlying: Common Stock · 190,432 shares Expires 2021-02-22 F2 · derivative.exercise_date: The options vest over a period of three years from the date of grant (February 22, 2011), with 34% vesting on February 22, 2012, 33% vesting on February 22, 2013, and 33% vesting on February 22, 2014. Read SEC document |
| February 22, 2011 Filed Feb 25, 2011 00:44 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 47,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-007253 · 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: 419,661.75 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 22, 2014. Read SEC document |
| January 03, 2011 Filed Jan 5, 2011 22:03 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 9,166 | $66.40 | $608,622.40 |
DisclosureSEC source: 0001225208-11-001094 · 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: 371,783.75 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| December 31, 2010 Filed Jan 3, 2011 16:04 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 427 | $146.51 Strike: $0.00 | $62,559.77 |
DisclosureSEC source: 0001181431-11-000025 · rrd295929.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250 Underlying: Common Stock · 427 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 14, 2010 Filed Dec 15, 2010 20:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 551 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-030749 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,897.205 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, 2010, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 12, 2010 Filed Oct 14, 2010 12:26 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-025439 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,211.358 F1 · price: Restricted Stock Units (RSUs) awarded pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 30, 2010 Filed Oct 1, 2010 17:25 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 464 | $134.90 Strike: $0.00 | $62,593.60 |
DisclosureSEC source: 0001181431-10-048657 · rrd287535.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,815 Underlying: Common Stock · 464 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 14, 2010 Filed Sep 15, 2010 18:35 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-023111 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,631.358 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on August 16, 2010, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| June 30, 2010 Filed Jul 1, 2010 18:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 504 | $124.11 Strike: $0.00 | $62,551.44 |
DisclosureSEC source: 0001181431-10-035419 · rrd280464.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,345 Underlying: Common Stock · 504 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 08, 2010 Filed Jun 10, 2010 17:57 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-016918 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,987.557 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on May 17, 2010, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| May 10, 2010 Filed May 12, 2010 17:22 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 12,546 | $71.00 | $890,766.00 |
DisclosureSEC source: 0001225208-10-012690 · 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: 378,140.06 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock; not an open market transaction. Read SEC document |
| April 28, 2010 Filed Apr 29, 2010 21:47 UTC | BOEING CO BA · Entity 2862 | GiftCommon Stock | 16,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-011303 · 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: 390,686.06 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 31, 2010 Filed Apr 1, 2010 17:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 488 | $128.21 Strike: $0.00 | $62,564.04 |
DisclosureSEC source: 0001181431-10-019307 · rrd271748.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837 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 |
| March 09, 2010 Filed Mar 11, 2010 18:43 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 498 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-008302 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,331.143 Read SEC document |
| February 22, 2010 Filed Feb 24, 2010 21:54 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 210,210 | $0.00 Strike: $63.83 | $0.00 |
DisclosureSEC source: 0001225208-10-005538 · doc4.xml · derivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,210 Underlying: Common Stock · 210,210 shares Expires 2020-02-22 F2 · derivative.exercise_date: The options vest over a period of three years from the date of grant (February 22, 2010), with 34% vesting after the first year, on February 22, 2011, 33% vesting after the second year, on February 22, 2012, and 33% vesting after the third year, on February 22, 2013. Read SEC document |
| February 22, 2010 Filed Feb 24, 2010 21:54 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 51,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-005538 · 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: 406,420.1 F1 · shares: Represents a restricted stock unit award that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 22, 2013. Read SEC document |
| January 04, 2010 Filed Jan 6, 2010 21:40 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 8,907 | $56.18 | $500,395.26 |
DisclosureSEC source: 0001225208-10-000981 · 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: 354,715.1 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock; not an open market transaction. F2 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| December 31, 2009 Filed Jan 4, 2010 16:02 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 348 | $131.84 Strike: $0.00 | $45,880.32 |
DisclosureSEC source: 0001181431-10-000075 · rrd261375.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348 Underlying: Common Stock · 348 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, 2009 Filed Dec 9, 2009 16:59 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-024606 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,726.796 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on November 16, 2009, pursuant to Issuer's 2003 Non-Employee Direc tors' Stock Plan. Read SEC document |
| October 13, 2009 Filed Oct 15, 2009 17:23 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-020725 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,013.71 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 15, 2009 Filed Sep 17, 2009 19:27 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 573 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-019052 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,829.71 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total reflects grant of dividend equivalents in the form of RSUs on August 17, 2009, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| August 06, 2009 Filed Aug 6, 2009 20:21 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | PurchaseCommon Stock | 3,800 | $53.88 | $204,737.92 |
DisclosureSEC source: 0001127602-09-016913 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,149.646 F1 · price: Weighted average price of the shares purchased. The price range was $53.85 to $53.87921. Full information regarding the number of shares purchased at each separate price available upon request. Read SEC document |
| June 09, 2009 Filed Jun 10, 2009 19:58 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-013747 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,349.646 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total reflects grant of dividend equivalents in the form of RSUs on May 15, 2009, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| May 11, 2009 Filed May 12, 2009 21:29 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 12,546 | $44.72 | $561,057.12 |
DisclosureSEC source: 0001225208-09-012284 · 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: 361,462 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock; not an open market transaction. Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 18:22 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 698 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-006709 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,562.38 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total reflects grant of dividend equivalents in the form of RSUs on February 17, 2009, pursuant to Issuer's 2003 Non-Employee Dir ectors' Stock Plan. Read SEC document |
| February 23, 2009 Filed Feb 25, 2009 22:21 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 282,037 | $0.00 Strike: $35.57 | $0.00 |
DisclosureSEC source: 0001225208-09-004854 · doc4.xml · derivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,037 Underlying: Common Stock · 282,037 shares Expires 2019-02-23 F2 · derivative.exercise_date: The options vest over a period of three years from the date of grant (February 23, 2009), with 34% vesting after the first year, on February 23, 2010, 33% vesting after the second year, on February 23, 2011, and 33% vesting after the third year, on February 23, 2012. Read SEC document |
| February 23, 2009 Filed Feb 25, 2009 22:21 UTC | BOEING CO BA · Entity 2862 | GrantCommon Stock | 88,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-004854 · 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: 374,008 F1 · shares: Represents a restricted stock unit award that will vest and settle in shares of the Company's common stock on a one-for-one basis on February 23, 2012. Read SEC document |
| January 02, 2009 Filed Jan 6, 2009 21:46 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon Stock | 8,588 | $45.25 | $388,607.00 |
DisclosureSEC source: 0001225208-09-000797 · 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: 285,837 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock; not an open market transaction. Read SEC document |
| December 09, 2008 Filed Dec 10, 2008 15:13 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 594 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-010831 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,764.409 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total reflects grant of dividend equivalents in the form of RSUs on November 14, 2008, pursuant to Issuer's 2003 Non-Employee Dir ectors' 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.