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 |
|---|---|---|---|---|---|---|
| January 02, 2004 Filed Jan 6, 2004 21:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000015 · doc4.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,606 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 01, 2003 Filed Oct 2, 2003 20:37 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 179.19 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-03-000281 · mcn623.xml · derivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,898.13 Underlying: Common · 179.19 shares Expires not disclosed F2 · 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, 2003 Filed Oct 2, 2003 20:37 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 716.74 | $34.88 Strike: $0.00 | $24,999.89 |
DisclosureSEC source: 0001137638-03-000281 · mcn623.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,718.94 Underlying: Common · 716.74 shares Expires not disclosed F1 · 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 |
| July 01, 2003 Filed Jul 2, 2003 20:35 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 182.08 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-03-000104 · mcn572.xml · derivative · entry 2 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,975 Underlying: Common · 0 shares Expires 1988-08-08 F2 · shares: Company match to Phantom Stock Units Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 20:35 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 728.33 | $34.33 Strike: $0.00 | $24,999.93 |
DisclosureSEC source: 0001137638-03-000104 · mcn572.xml · derivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 0 shares Expires 1988-08-08 F1 · shares: Phantom Stock Units acquired in lieu of Director Compensation Read SEC document |
| June 27, 2003 Filed Jun 30, 2003 14:04 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Purchasecommon shares | 600 | $90.23 | $54,138.00 |
DisclosureSEC source: 0000080424-03-000053 · primary_doc.xml · nonDerivative · entry 1 MCNERNEY W JAMES JR · CIK 0001182055 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Read SEC document |
| May 09, 2003 Filed May 13, 2003 20:03 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 2,400 | $0.00 Strike: $28.22 | $0.00 |
DisclosureSEC source: 0001209191-03-004208 · bos89229_bos15jm.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 2013-04-28 F1 · derivative.exercise_price: The exercisable price is the average of the fair market value for the fifth through ninth business days following the date of grant. F3 · price: Converts on a one-for-one basis. F2 · derivative.exercise_date: Stock Option is exercisable on the date of the annual meeting per the following schedule: 40% exercisable on year after grant, an additional 30% exercisable three years after grant and the final 30% exercisable five years after grant. 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.