Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director | July 01, 2026 | July 06, 2026 |
| GENERAL ELECTRIC COGE · Entity 2813 | Vice Chairman | February 11, 2021 | February 12, 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 July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,044.493 |
Reported balance
After 2026-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 440 · Balance 10,044.493 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
GENERAL ELECTRIC CO
Report date February 11, 2021 · Filed February 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,000,087 |
Ending reported balance
After 2021-02-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-02-11 · Grant · Acquired 549,000 · Balance 1,241,923 F1: Settlement of performance share units granted on December 23, 2019. Row 2 · 2021-02-11 · Tax withholding · Disposed 241,836 · Balance 1,000,087 |
| Common StockSEC Table I · non-derivative | Indirect401(k) plan | 44,318 |
Reported balance
Holding disclosure · report date 2021-02-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 44,318 |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement of performance share units granted on December 23, 2019.
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 |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 6, 2026 20:40 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-006511 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,044.493 Underlying: Common Stock · 440 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 21:48 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 465 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004383 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,604.493 Underlying: Common Stock · 465 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:45 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 434 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000418 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,139.493 Underlying: Common Stock · 434 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 22:06 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 448 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-008492 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,705.493 Underlying: Common Stock · 448 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 23:38 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 459.829 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-006561 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,257.493 Underlying: Common Stock · 459.829 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:42 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 574.294 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004033 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,797.664 Underlying: Common Stock · 574.294 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:44 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 551.56 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000407 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,223.37 Underlying: Common Stock · 551.56 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:25 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 629.311 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-009136 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,671.81 Underlying: Common Stock · 629.311 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 22:24 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 517.933 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-007300 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,042.499 Underlying: Common Stock · 517.933 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| April 01, 2024 Filed Apr 4, 2024 00:01 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 504.063 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004949 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,524.566 Underlying: Common Stock · 504.063 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:08 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 377.851 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-000422 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,020.503 Underlying: Common Stock · 377.851 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 23:35 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 507.42 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-009359 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,642.652 Underlying: Common Stock · 507.42 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 22:06 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 455.719 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007379 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,135.232 Underlying: Common Stock · 455.719 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 23:43 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 446.532 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004699 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,679.513 Underlying: Common Stock · 446.532 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 00:26 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 494.128 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000425 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,232.981 Underlying: Common Stock · 494.128 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 22:49 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 775.678 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-010838 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,738.852 Underlying: Common Stock · 775.678 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| July 01, 2022 Filed Jul 7, 2022 00:19 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 694.469 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008688 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,963.174 Underlying: Common Stock · 694.469 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 22:29 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 504.725 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005614 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,268.705 Underlying: Common Stock · 504.725 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 01:19 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 465.1 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000506 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 763.98 Underlying: Common Stock · 465.1 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 22:32 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 298.88 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012952 · doc4.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298.88 Underlying: Common Stock · 298.88 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 awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 20:44 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 241,836 | $11.34 | $2,742,420.24 |
DisclosureSEC source: 0001231205-21-000040 · edgar.xml · nonDerivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000,087 Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 20:44 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantCommon Stock | 549,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-21-000040 · edgar.xml · nonDerivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,241,923 F1 · price: Settlement of performance share units granted on December 23, 2019. Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 20:24 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 10,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-20-000154 · edgar.xml · derivative · entry 4 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,404 shares Expires 2020-09-11 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 · derivative.exercise_price: 1 for 1 Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 20:24 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 4,583 | $5.99 | $27,452.17 |
DisclosureSEC source: 0001231205-20-000154 · edgar.xml · nonDerivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 692,923 Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 20:24 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 10,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-20-000154 · edgar.xml · nonDerivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 697,506 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, 2019 Filed Jan 2, 2020 21:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Unit · Derivative | 156,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-20-000004 · edgar.xml · derivative · entry 4 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 156,057 shares Expires 2019-12-31 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 · derivative.exercise_price: 1 for 1 Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 21:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 68,744 | $11.06 | $760,308.64 |
DisclosureSEC source: 0001231205-20-000004 · edgar.xml · nonDerivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,102 Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 21:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 156,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-20-000004 · edgar.xml · nonDerivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755,846 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 |
| September 11, 2019 Filed Sep 12, 2019 21:27 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Unit · Derivative | 10,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-19-000183 · edgar.xml · derivative · entry 4 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,404 Underlying: Common Stock · 10,403 shares Expires 2019-09-11 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 · derivative.exercise_price: 1 for 1 Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 21:27 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 4,583 | $9.21 | $42,209.43 |
DisclosureSEC source: 0001231205-19-000183 · edgar.xml · nonDerivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 599,789 Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 21:27 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 10,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-19-000183 · edgar.xml · nonDerivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,372 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 |
| February 28, 2019 Filed Mar 4, 2019 21:32 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Unit · Derivative | 121,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-19-000056 · edgar.xml · derivative · entry 4 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 121,412 shares Expires 2019-02-26 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_price: 1 for 1 F1 · date: Settlement of Restricted Stock Units was delayed due to a blackout imposed following the spin-off and merger of GE Transportation with Wabtec Corporation. F3 · shares: Equity incentive awards were adjusted following the spin-off and merger of GE Transportation with Wabtec Corporation to reflect an anti-dilution factor. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:32 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 53,482 | $10.72 | $573,327.04 |
DisclosureSEC source: 0001231205-19-000056 · edgar.xml · nonDerivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593,969 F1 · date: Settlement of Restricted Stock Units was delayed due to a blackout imposed following the spin-off and merger of GE Transportation with Wabtec Corporation. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:32 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 121,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-19-000056 · edgar.xml · nonDerivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647,451 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 · date: Settlement of Restricted Stock Units was delayed due to a blackout imposed following the spin-off and merger of GE Transportation with Wabtec Corporation. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 20:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Unit · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-18-000124 · edgar.xml · derivative · entry 4 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 shares Expires 2018-09-11 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 · derivative.exercise_price: 1 for 1 Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 20:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 4,405 | $12.35 | $54,401.75 |
DisclosureSEC source: 0001231205-18-000124 · edgar.xml · nonDerivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526,039 Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 20:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-18-000124 · edgar.xml · nonDerivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,444 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 |
| September 06, 2018 Filed Sep 10, 2018 21:16 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Unit · Derivative | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-18-000095 · edgar.xml · derivative · entry 4 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,400 Underlying: Common Stock · 5,600 shares Expires 2018-09-06 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 · derivative.exercise_price: 1 for 1 Read SEC document |
| September 06, 2018 Filed Sep 10, 2018 21:16 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 2,467 | $12.65 | $31,207.55 |
DisclosureSEC source: 0001231205-18-000095 · edgar.xml · nonDerivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507,912 Read SEC document |
| September 06, 2018 Filed Sep 10, 2018 21:16 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-18-000095 · edgar.xml · nonDerivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,379 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 |
| September 06, 2018 Filed Sep 11, 2018 20:27 UTC Amendment | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Unit · Derivative | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-18-000111 · edgar.xml · derivative · entry 4 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,000 shares Expires 2018-09-06 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_price: 1 for 1 F1 · balance_after: Form 4 amended to show 28,000 units vested on 9/6/2018. Read SEC document |
| September 06, 2018 Filed Sep 11, 2018 20:27 UTC Amendment | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 12,335 | $12.65 | $156,037.75 |
DisclosureSEC source: 0001231205-18-000111 · edgar.xml · nonDerivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,444 Read SEC document |
| September 06, 2018 Filed Sep 11, 2018 20:27 UTC Amendment | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-18-000111 · edgar.xml · nonDerivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,779 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 · shares: Form 4 amended to show 28,000 units vested on 9/6/2018. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:27 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Unit · Derivative | 116,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-18-000034 · edgar.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,700 Underlying: Common Stock · 116,700 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The Restricted Stock Units vest in three equal annual installments of 33.3% each beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments of 33.3% each beginning on the first anniversary of the grant date. Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 20:14 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-17-000104 · edgar.xml · derivative · entry 7 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 10,000 shares Expires 2017-09-11 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 · derivative.exercise_price: 1 for 1 Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 20:14 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 4,673 | $23.75 | $110,983.75 |
DisclosureSEC source: 0001231205-17-000104 · edgar.xml · nonDerivative · entry 4 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,872 Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 20:14 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-17-000104 · edgar.xml · nonDerivative · entry 3 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,545 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 |
| September 09, 2017 Filed Sep 12, 2017 20:14 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 27,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-17-000104 · edgar.xml · derivative · entry 6 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,000 shares Expires 2017-09-09 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 · derivative.exercise_price: 1 for 1 Read SEC document |
| September 09, 2017 Filed Sep 12, 2017 20:14 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 12,596 | $23.79 | $299,658.84 |
DisclosureSEC source: 0001231205-17-000104 · edgar.xml · nonDerivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,545 Read SEC document |
| September 09, 2017 Filed Sep 12, 2017 20:14 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 27,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-17-000104 · edgar.xml · nonDerivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,141 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.