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 |
|---|---|---|---|---|---|---|
| October 14, 2008 Filed Oct 15, 2008 18:54 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-008169 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,093.211 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 16, 2008 Filed Sep 18, 2008 15:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-007080 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,142.211 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 15, 2008, pursuant to Issuer's 2003 Non-Employee Dir ectors' Stock Plan. Read SEC document |
| July 01, 2008 Filed Jul 3, 2008 17:20 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 9,205 | $65.45 | $602,467.25 |
DisclosureSEC source: 0001137638-08-000072 · mcn1884.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,425 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 |
| June 10, 2008 Filed Jun 11, 2008 18:03 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 533 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-004150 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,673.343 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividends equivalents in the form of RSUs on 5/15/2008 pursuant to Issuer's 2001 Stock Incentive Compensation Plan. Read SEC document |
| May 12, 2008 Filed May 13, 2008 21:04 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 12,546 | $84.80 | $1,063,900.80 |
DisclosureSEC source: 0001137638-08-000059 · mcn1864.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,630 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 11, 2008 Filed Mar 13, 2008 14:01 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 443 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-001921 · form4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,077.223 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 February 15, 2008, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| February 25, 2008 Filed Feb 27, 2008 21:11 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 252,000 | $0.00 Strike: $83.93 | $0.00 |
DisclosureSEC source: 0001137638-08-000030 · mcn1823.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,000 Underlying: Common · 252,000 shares Expires 2018-02-25 F1 · derivative.exercise_date: The options vest over a period of three years from the date of grant (February 25, 2008), with 34% vesting after the first year, on February 25, 2009, 33% vesting after the second year, on February 25, 2010, and 33% vesting after the third year, on February 25, 2011. Read SEC document |
| January 02, 2008 Filed Jan 4, 2008 19:06 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 9,571 | $86.62 | $829,040.02 |
DisclosureSEC source: 0001137638-08-000010 · mcn1785.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,176 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 11, 2007 Filed Dec 13, 2007 12:11 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-07-000269 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,579.918 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 15, 2007, pursuant to Issuer's 2003 Non-Employee Dir ectors' Stock Plan. Read SEC document |
| October 09, 2007 Filed Oct 11, 2007 13:28 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,759 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-07-000223 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,075.916 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 11, 2007 Filed Sep 12, 2007 21:12 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 412 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-07-000177 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,316.916 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 15, 2007, pursuant to Issuer's 2003 Non-Employee Direc tors' Stock Plan. Read SEC document |
| July 02, 2007 Filed Jul 3, 2007 19:40 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 9,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000127 · mcn1734.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,747 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 |
| June 12, 2007 Filed Jun 14, 2007 20:43 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 366 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-07-000103 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,858.66 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 15, 2007, pursuant to Issuer's 2003 Non-Employee Director s' Stock Plan. Read SEC document |
| May 10, 2007 Filed May 14, 2007 16:53 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 12,546 | $92.80 | $1,164,268.80 |
DisclosureSEC source: 0001137638-07-000094 · mcn1704.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,953 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 13, 2007 Filed Mar 15, 2007 19:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 372 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-07-000058 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,445.43 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 Nov. 15, 2006 and Feb. 15, 2007, pursuant to Issuer's 2003 No n-Employee Directors' Stock Plan. Read SEC document |
| February 26, 2007 Filed Feb 28, 2007 22:52 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 215,000 | $0.00 Strike: $89.65 | $0.00 |
DisclosureSEC source: 0001137638-07-000035 · mcn1618.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,000 Underlying: Common · 215,000 shares Expires 2017-02-26 F1 · derivative.exercise_date: The options vest over a period of three years, with 34% vesting after the first year, on February 26, 2008, 33% vesting after the second year, on February 26, 2009, and 33% vesting after the third year, on February 26, 2010. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 23:45 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 9,825 | $89.17 | $876,095.25 |
DisclosureSEC source: 0001137638-07-000007 · mcn1577.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,499 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 12, 2006 Filed Dec 14, 2006 15:25 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-06-000198 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,033.37 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 Nov. 15, 2006, pursuant to Issuer's 2003 Non-Employee Directo rs' Stock Plan. Read SEC document |
| October 10, 2006 Filed Oct 12, 2006 19:51 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,004 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-06-000172 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,635.48 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 12, 2006 Filed Sep 13, 2006 20:49 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-06-000137 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,631.48 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 15, 2006, pursuant to Issuer's 2003 Non-Employee Direc tors' Stock Plan. Read SEC document |
| July 03, 2006 Filed Jul 6, 2006 21:05 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 9,964 | $81.30 | $810,073.20 |
DisclosureSEC source: 0001137638-06-000514 · mcn1451.xml · nonDerivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,324 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 |
| June 13, 2006 Filed Jun 15, 2006 19:02 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 380 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-06-000085 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,199.11 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, 2006, pursuant to Issuer's 2003 Non-Employee Director s' Stock Plan. Read SEC document |
| May 10, 2006 Filed Jul 6, 2006 21:05 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 13,579 | $88.94 | $1,207,716.26 |
DisclosureSEC source: 0001137638-06-000514 · mcn1451.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,288 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 14, 2006 Filed Mar 16, 2006 20:06 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-06-000054 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,783.82 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 15, 2006, pursuant to Issuer's 2003 Non-Employee Dir ectors' Stock Plan. Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 17:58 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 261,000 | $0.00 Strike: $74.45 | $0.00 |
DisclosureSEC source: 0001137638-06-000132 · mcn1241.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,000 Underlying: Common · 261,000 shares Expires 2016-02-27 F1 · derivative.exercise_date: Options become exercisable 34% on the 1st anniversary and 33% on each of the 2nd and 3rd anniversary of the grant date. Read SEC document |
| January 03, 2006 Filed Jan 13, 2006 17:29 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 10,133 | $70.44 | $713,768.52 |
DisclosureSEC source: 0001137638-06-000040 · mcn1218.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,867 Read SEC document |
| December 13, 2005 Filed Dec 15, 2005 19:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 427 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000261 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,409.71 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 November 15, 2005, pursuant to Issuer's 2003 Non-Employee Dir ectors' Stock Plan. Read SEC document |
| October 11, 2005 Filed Oct 13, 2005 18:22 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000210 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,951.69 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 13, 2005 Filed Sep 15, 2005 19:33 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 479 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000149 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,724.69 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 between February 17, 2004 and August 15, 2005, pursuant to Issue r's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| July 01, 2005 Filed Jul 6, 2005 21:35 UTC | BOEING CO BA · Entity 2862 | GrantCommon | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000409 · mcn1085.xml · nonDerivative · entry 3 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,000 F3 · shares: Restricted stock which vests and the restrictions thereon lapse in 33-1/3% increments on each of July 1, 2006, July 1, 2007 and July 1, 2008. Read SEC document |
| July 01, 2005 Filed Jul 6, 2005 21:35 UTC | BOEING CO BA · Entity 2862 | GrantCommon | 162,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000409 · mcn1085.xml · nonDerivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,000 F2 · shares: Restricted stock which vests and the restrictions thereon lapse in 16-2/3% increments on each of January 1, 2006, January 1, 2007, January 1, 2008, January 1, 2009, January 1, 2010 and January 1, 2011. Read SEC document |
| July 01, 2005 Filed Jul 6, 2005 21:35 UTC | BOEING CO BA · Entity 2862 | GrantCommon | 159,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000409 · mcn1085.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,000 F1 · shares: Restricted stock which vests and the restrictions thereon lapse in 20% increments on each of May 10, 2006, May 10, 2007, May 10, 2008, May 10, 2009, and May 10, 2010. Read SEC document |
| June 14, 2005 Filed Jun 16, 2005 19:56 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 530 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000078 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,141 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| April 01, 2005 Filed Apr 5, 2005 16:35 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 809.06 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000233 · mcn1016.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,570.02 Underlying: Common · 809.06 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · kind: Phantom Stock Units acquired in lieu of Director Compensation F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued Read SEC document |
| March 08, 2005 Filed Mar 10, 2005 19:54 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-05-000039 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,611 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| January 03, 2005 Filed Jan 5, 2005 16:45 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 920.81 | $51.59 | $47,499.98 |
DisclosureSEC source: 0001137638-05-000013 · mcn930.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,714.67 Underlying: Common · 920.81 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom Stock Units acquired in lieu of Director Compensation F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. Read SEC document |
| December 14, 2004 Filed Dec 16, 2004 16:07 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000209 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,073 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 12, 2004 Filed Oct 13, 2004 18:38 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,863 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000187 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,596 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 01, 2004 Filed Oct 4, 2004 22:33 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 120.3 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000703 · mcn903.xml · derivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,757.91 Underlying: Common · 120.3 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F4 · shares: Company match to Phantom Stock Units F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. Read SEC document |
| October 01, 2004 Filed Oct 4, 2004 22:33 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 481.19 | $51.96 Strike: $0.00 | $25,000.23 |
DisclosureSEC source: 0001137638-04-000703 · mcn903.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,637.61 Underlying: Common · 481.19 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom Stock Units acquired in lieu of Director Compensation F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. Read SEC document |
| September 14, 2004 Filed Sep 16, 2004 15:51 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000151 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,733 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Adjusted for 2-for-1 stock split on June 21, 2004. Read SEC document |
| July 01, 2004 Filed Jul 6, 2004 20:20 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 124.88 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000585 · mcn849.xml · derivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,122.33 Underlying: Common · 124.88 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F4 · shares: Company match to Phantom Stock Units F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. Read SEC document |
| July 01, 2004 Filed Jul 6, 2004 20:20 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 499.5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000585 · mcn849.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,997.45 Underlying: Common · 499.5 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom Stock Units acquired in lieu of Director Compensation F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. Read SEC document |
| June 08, 2004 Filed Jun 10, 2004 18:42 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000099 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,112 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| May 14, 2004 Filed May 17, 2004 20:15 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 2,400 | $0.00 Strike: $43.12 | $0.00 |
DisclosureSEC source: 0001137638-04-000430 · mcn801.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Underlying: Common · 2,400 shares Expires 2014-05-14 F1 · derivative.exercise_date: Stock Option is exercisable on the date of the annual meeting per the following schedule: 40% exercisable one year after grant, an additional 30% exercisable three years after grant and the final 30% exercisable five years after grant. Read SEC document |
| April 01, 2004 Filed Apr 2, 2004 18:48 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 152.68 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000288 · mcn786.xml · derivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,463.17 Underlying: Common · 152.68 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F4 · shares: Company match to Phantom Stock Units F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. Read SEC document |
| April 01, 2004 Filed Apr 2, 2004 18:48 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 610.72 | $40.94 Strike: $0.00 | $24,999.82 |
DisclosureSEC source: 0001137638-04-000288 · mcn786.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,310.49 Underlying: Common · 610.72 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom Stock Units acquired in lieu of Director Compensation F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. Read SEC document |
| March 09, 2004 Filed Mar 11, 2004 15:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000065 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,868 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 22:14 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 148.09 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000014 · mcn668.xml · derivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,669.11 Underlying: Common · 148.09 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · shares: Company match to Phantom Stock Units F4 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 22:14 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 592.35 | $42.21 Strike: $0.00 | $25,000.13 |
DisclosureSEC source: 0001137638-04-000014 · mcn668.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,521.02 Underlying: Common · 592.35 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom Stock Units acquired in lieu of Director Compensation F4 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. 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.