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 |
|---|---|---|---|---|---|---|
| September 06, 2017 Filed Sep 8, 2017 20:07 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Unit · Derivative | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-17-000096 · edgar.xml · derivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Underlying: Common Stock · 28,000 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: The Restricted Stock Units vest in five equal annual installments of 20% each beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The Restricted Stock Units vest in five equal annual installments of 20% each beginning on the first anniversary of the grant date. Read SEC document |
| September 06, 2017 Filed Sep 8, 2017 20:07 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $24.92 | $0.00 |
DisclosureSEC source: 0001231205-17-000096 · edgar.xml · derivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2027-09-06 F1 · derivative.exercise_date: The Stock Options become exercisable in five equal annual installments of 20% each beginning on the first anniversary of the grant date. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:16 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 500,000 | $0.00 Strike: $11.95 | $0.00 |
DisclosureSEC source: 0001231205-17-000022 · edgar.xml · derivative · entry 8 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500,000 shares Expires 2019-07-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The stock option vested in five equal annual installments of 20% each beginning on the first anniversary of the grant date of July 23, 2009. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:16 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 400,000 | $0.00 Strike: $9.57 | $0.00 |
DisclosureSEC source: 0001231205-17-000022 · edgar.xml · derivative · entry 7 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 400,000 shares Expires 2019-03-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock option vested in five equal annual installments of 20% each beginning on the first anniversary of the grant date of March 12, 2009. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:16 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | SaleCommon Stock | 159,662 | $29.56 | $4,719,608.72 |
DisclosureSEC source: 0001231205-17-000022 · edgar.xml · nonDerivative · entry 5 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478,141 F2 · security: This transaction was conducted via an internal systemizer. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:16 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 346,209 | $29.60 | $10,247,786.40 |
DisclosureSEC source: 0001231205-17-000022 · edgar.xml · nonDerivative · entry 4 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 637,803 F1 · security: This transaction was conducted outside a trading venue. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:16 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-17-000022 · edgar.xml · nonDerivative · entry 3 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 984,012 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 · security: This transaction was conducted outside a trading venue. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:16 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 254,895 | $29.60 | $7,544,892.00 |
DisclosureSEC source: 0001231205-17-000022 · edgar.xml · nonDerivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,012 F1 · security: This transaction was conducted outside a trading venue. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:16 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-17-000022 · edgar.xml · nonDerivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,907 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 · security: This transaction was conducted outside a trading venue. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 22:22 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 29,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-16-000214 · edgar.xml · derivative · entry 10 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,600 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 F2 · derivative.exercise_price: All transactions reported on this Form 4 were conducted outside a trading venue. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 22:22 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-16-000214 · edgar.xml · derivative · entry 9 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 shares Expires 2019-07-24 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 F2 · derivative.exercise_price: All transactions reported on this Form 4 were conducted outside a trading venue. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 22:22 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-16-000214 · edgar.xml · derivative · entry 8 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2017-07-27 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 F2 · derivative.exercise_price: All transactions reported on this Form 4 were conducted outside a trading venue. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 22:22 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 13,839 | $30.71 | $424,995.69 |
DisclosureSEC source: 0001231205-16-000214 · edgar.xml · nonDerivative · entry 6 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,541 Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 22:22 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 29,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-16-000214 · edgar.xml · nonDerivative · entry 5 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,380 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 |
| November 23, 2016 Filed Nov 28, 2016 22:22 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 28,136 | $30.71 | $864,056.56 |
DisclosureSEC source: 0001231205-16-000214 · edgar.xml · nonDerivative · entry 4 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,780 Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 22:22 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-16-000214 · edgar.xml · nonDerivative · entry 3 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,916 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 |
| November 23, 2016 Filed Nov 28, 2016 22:22 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 4,685 | $30.71 | $143,876.35 |
DisclosureSEC source: 0001231205-16-000214 · edgar.xml · nonDerivative · entry 2 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,916 Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 22:22 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-16-000214 · edgar.xml · nonDerivative · entry 1 Joyce David Leon · CIK 0001685062 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,601 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.