Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | Director | November 17, 2022 | November 21, 2022 |
| Heartflow, Inc.HTFL · Entity 3993 | Director | July 08, 2026 | July 10, 2026 |
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.
CVS HEALTH Corp
Report date November 17, 2022 · Filed November 21, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share CreditsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 41,834.4566 |
Reported balance
After 2022-11-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-11-17 · Grant · Acquired 1,764.458 · Balance 41,834.4566 F1: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2: Consists of deferred stock compensation payable pursuant to Reporting Person's election. |
| Common StockSEC Table I · non-derivative | Direct | 1,889.052 |
Reported balance
Holding disclosure · report date 2022-11-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,889.052 |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan.
F2: Consists of deferred stock compensation payable pursuant to Reporting Person's election.
Heartflow, Inc.
Report date July 08, 2026 · Filed July 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 243,931 |
Ending reported balance
After 2026-07-08 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-07-08 · Exercise / conversion · Acquired 17,123 · Balance 209,685 Row 2 · 2026-07-08 · Exercise / conversion · Acquired 17,123 · Balance 226,808 Row 3 · 2026-07-08 · Exercise / conversion · Acquired 17,123 · Balance 243,931 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $8.33 · Expires 2032-03-24 | Direct | 0 |
Reported balance
After 2026-07-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-08 · Exercise / conversion · Disposed 17,123 · Balance 0 F1: These stock options are fully exercisable. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $8.33 · Expires 2030-04-22 | Direct | 0 |
Reported balance
After 2026-07-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-08 · Exercise / conversion · Disposed 17,123 · Balance 0 F1: These stock options are fully exercisable. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $8.33 · Expires 2027-09-20 | Direct | 0 |
Reported balance
After 2026-07-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-07-08 · Exercise / conversion · Disposed 17,123 · Balance 0 F1: These stock options are fully exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: These stock options are fully exercisable.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EXXON MOBIL CORP
Report date May 26, 2021 · Filed June 01, 2021
Section 16 reporting ended · disclosed 2021-06-01. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
JOHNSON & JOHNSON
Report date February 08, 2013 · Filed February 12, 2013
Section 16 reporting ended · disclosed 2013-02-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 307,273 |
Ending reported balance
After 2013-02-08 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2012-12-20 · Gift · Disposed 128,000 · Balance 280,874 F1: Gift Row 2 · 2013-02-08 · Exercise / conversion · Acquired 48,906 · Balance 329,780 Row 3 · 2013-02-08 · Tax withholding · Disposed 22,507 · Balance 307,273 F2: Shares withheld for the payment of taxes upon vesting of Restricted Share Units. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2013-02-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2013-02-08 · Exercise / conversion · Disposed 48,906 · Balance 0 F4: Each Restricted Share Unit, awarded under Issuer's Long-Term Incentive Plan on February 8, 2010, represents a contingent right to receive one share of Common Stock and vests three years after date of grant. F5: Not applicable. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 32,582 |
Reported balance
Holding disclosure · report date 2013-02-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 32,582 F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 46,736 |
Reported balance
Holding disclosure · report date 2013-02-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 46,736 |
Filing footnotes · ownership attribution and instrument terms
F1: Gift
F2: Shares withheld for the payment of taxes upon vesting of Restricted Share Units.
F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F4: Each Restricted Share Unit, awarded under Issuer's Long-Term Incentive Plan on February 8, 2010, represents a contingent right to receive one share of Common Stock and vests three years after date of grant.
F5: Not applicable.
JPMORGAN CHASE & CO
Report date May 20, 2019 · Filed May 22, 2019
Section 16 reporting ended · disclosed 2019-05-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 08, 2026 Filed Jul 10, 2026 21:50 UTC | Heartflow, Inc. HTFL · Entity 3993 | Exercise / conversionStock Option · Derivative | 17,123 | $0.00 Strike: $8.33 | $0.00 |
DisclosureSEC source: 0001464521-26-000099 · form4.xml · derivative · entry 6 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,123 shares Expires 2027-09-20 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_date: These stock options are fully exercisable. Read SEC document |
| July 08, 2026 Filed Jul 10, 2026 21:50 UTC | Heartflow, Inc. HTFL · Entity 3993 | Exercise / conversionStock Option · Derivative | 17,123 | $0.00 Strike: $8.33 | $0.00 |
DisclosureSEC source: 0001464521-26-000099 · form4.xml · derivative · entry 5 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,123 shares Expires 2030-04-22 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_date: These stock options are fully exercisable. Read SEC document |
| July 08, 2026 Filed Jul 10, 2026 21:50 UTC | Heartflow, Inc. HTFL · Entity 3993 | Exercise / conversionStock Option · Derivative | 17,123 | $0.00 Strike: $8.33 | $0.00 |
DisclosureSEC source: 0001464521-26-000099 · form4.xml · derivative · entry 4 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,123 shares Expires 2032-03-24 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_date: These stock options are fully exercisable. Read SEC document |
| July 08, 2026 Filed Jul 10, 2026 21:50 UTC | Heartflow, Inc. HTFL · Entity 3993 | Exercise / conversionCommon Stock | 17,123 | $8.33 | $142,634.59 |
DisclosureSEC source: 0001464521-26-000099 · form4.xml · nonDerivative · entry 3 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,931 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 |
| July 08, 2026 Filed Jul 10, 2026 21:50 UTC | Heartflow, Inc. HTFL · Entity 3993 | Exercise / conversionCommon Stock | 17,123 | $8.33 | $142,634.59 |
DisclosureSEC source: 0001464521-26-000099 · form4.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,808 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 |
| July 08, 2026 Filed Jul 10, 2026 21:50 UTC | Heartflow, Inc. HTFL · Entity 3993 | Exercise / conversionCommon Stock | 17,123 | $8.33 | $142,634.59 |
DisclosureSEC source: 0001464521-26-000099 · form4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,685 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 |
| June 16, 2026 Filed Jun 18, 2026 21:37 UTC | Heartflow, Inc. HTFL · Entity 3993 | GrantStock Option · Derivative | 16,075 | $32.05 Strike: $32.05 | $515,203.75 |
DisclosureSEC source: 0001464521-26-000095 · form4.xml · derivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,075 Underlying: Common Stock · 16,075 shares Expires 2036-06-16 F1 · derivative.exercise_date: The option will vest in full on the earlier of the day prior to Heartflow's annual meeting of shareholders in 2027 and the first anniversary of the grant date, subject to continued service through such date. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 01:01 UTC | Heartflow, Inc. HTFL · Entity 3993 | ConversionSeries F-1 Preferred Stock · Derivative | 27,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-039737 · wk-form4_1754960486.xml · derivative · entry 5 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,704 shares Expires not disclosed 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: Each share of Series F preferred stock and Series F-1 preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F2 · shares: Each share of Series F preferred stock and Series F-1 preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F2 · price: Each share of Series F preferred stock and Series F-1 preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F2 · derivative.exercise_date: Each share of Series F preferred stock and Series F-1 preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F2 · derivative.expiration_date: Each share of Series F preferred stock and Series F-1 preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 01:01 UTC | Heartflow, Inc. HTFL · Entity 3993 | ConversionSeries F Preferred Stock · Derivative | 25,160 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-039737 · wk-form4_1754960486.xml · derivative · entry 4 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,160 shares Expires not disclosed 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: Each share of Series F preferred stock and Series F-1 preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F2 · shares: Each share of Series F preferred stock and Series F-1 preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F2 · price: Each share of Series F preferred stock and Series F-1 preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F2 · derivative.exercise_date: Each share of Series F preferred stock and Series F-1 preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F2 · derivative.expiration_date: Each share of Series F preferred stock and Series F-1 preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 01:01 UTC | Heartflow, Inc. HTFL · Entity 3993 | ConversionSeries D Preferred Stock · Derivative | 83,442 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-039737 · wk-form4_1754960486.xml · derivative · entry 3 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 83,442 shares Expires not disclosed 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: Each share of Series D preferred stock automatically converted into approximately 0.6467 shares of Heartflow, Inc.'s ("Heartflow") common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F1 · shares: Each share of Series D preferred stock automatically converted into approximately 0.6467 shares of Heartflow, Inc.'s ("Heartflow") common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F1 · price: Each share of Series D preferred stock automatically converted into approximately 0.6467 shares of Heartflow, Inc.'s ("Heartflow") common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F1 · derivative.exercise_date: Each share of Series D preferred stock automatically converted into approximately 0.6467 shares of Heartflow, Inc.'s ("Heartflow") common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F1 · derivative.expiration_date: Each share of Series D preferred stock automatically converted into approximately 0.6467 shares of Heartflow, Inc.'s ("Heartflow") common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 01:01 UTC | Heartflow, Inc. HTFL · Entity 3993 | ConversionCommon Stock | 136,286 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-039737 · wk-form4_1754960486.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,562 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 · price: Each share of Series D preferred stock automatically converted into approximately 0.6467 shares of Heartflow, Inc.'s ("Heartflow") common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. F2 · price: Each share of Series F preferred stock and Series F-1 preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis. Read SEC document |
| August 07, 2025 Filed Aug 12, 2025 01:01 UTC | Heartflow, Inc. HTFL · Entity 3993 | GrantStock Option · Derivative | 23,710 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0001628280-25-039737 · wk-form4_1754960486.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,710 Underlying: Common Stock · 23,710 shares Expires 2035-08-07 F3 · derivative.exercise_date: The option will vest in full on the earlier of Heartflow's annual meeting of shareholders in 2026 and the first anniversary of the grant date, subject to continued service through such date. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 22:00 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,764.458 | $94.93 Strike: $0.00 | $167,500.00 |
DisclosureSEC source: 0001127602-22-026175 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,834.4566 Underlying: Common Stock · 1,764.458 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 11, 2022 Filed May 13, 2022 20:57 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,760.3837 | $97.99 Strike: $0.00 | $172,500.00 |
DisclosureSEC source: 0001127602-22-014475 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,397.0255 Underlying: Common Stock · 1,760.3837 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 21:45 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,671.5195 | $92.73 Strike: $0.00 | $155,000.00 |
DisclosureSEC source: 0001127602-21-029715 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,361.0307 Underlying: Common Stock · 1,671.5195 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 13, 2021 Filed May 14, 2021 21:16 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,839.326 | $84.27 Strike: $0.00 | $155,000.00 |
DisclosureSEC source: 0001127602-21-016892 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,360.5738 Underlying: Common Stock · 1,839.326 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 18:11 UTC | EXXON MOBIL CORP XOM · Entity 32533 | GrantCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000933 · form4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,113.709 F1 · price: Restricted stock grant. F2 · balance_after: Includes change in form of ownership from direct to indirect of 10,000 shares at 10/31/2020. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 21:44 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,336.0965 | $66.35 Strike: $0.00 | $155,000.00 |
DisclosureSEC source: 0001127602-20-029702 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,075.4638 Underlying: Common Stock · 2,336.0965 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 14, 2020 Filed May 15, 2020 20:23 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,487.5622 | $62.31 Strike: $0.00 | $155,000.00 |
DisclosureSEC source: 0001127602-20-016764 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,240.2267 Underlying: Common Stock · 2,487.5622 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| March 09, 2020 Filed Mar 13, 2020 18:27 UTC | EXXON MOBIL CORP XOM · Entity 32533 | PurchaseCommon Stock | 4,590.977 | $43.56 | $199,982.96 |
DisclosureSEC source: 0001127602-20-010580 · form4.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,537.774 F1 · price: Actual purchase prices range from $43.56 to $43.57 per share. The number of shares purchased at each separate price will be provided upon request. Read SEC document |
| March 06, 2020 Filed Mar 13, 2020 18:27 UTC | EXXON MOBIL CORP XOM · Entity 32533 | PurchaseCommon Stock | 4,180 | $48.09 | $201,016.20 |
DisclosureSEC source: 0001127602-20-010580 · form4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,946.797 Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 22:14 UTC | EXXON MOBIL CORP XOM · Entity 32533 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000818 · form4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,766.797 F1 · price: Restricted stock grant. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 21:09 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,068.8735 | $74.92 Strike: $0.00 | $155,000.00 |
DisclosureSEC source: 0001127602-19-033569 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,319.0274 Underlying: Common Stock · 2,068.8735 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:36 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,963.6711 | $52.30 Strike: $0.00 | $155,000.00 |
DisclosureSEC source: 0001127602-19-019154 · form4.xml · derivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,842.9867 Underlying: Common Stock · 2,963.6711 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 20:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 432.1841 | $101.23 | $43,750.00 |
DisclosureSEC source: 0001225208-19-006100 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,775.2589 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 2,486.6962 | $100.54 | $250,000.00 |
DisclosureSEC source: 0001225208-19-000965 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,565.4121 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:10 UTC | EXXON MOBIL CORP XOM · Entity 32533 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001086 · form4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,209.114 F1 · price: Restricted stock grant. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 473.7759 | $97.62 | $46,250.00 |
DisclosureSEC source: 0001225208-19-000373 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,078.7159 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 21:51 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,777.3264 | $78.77 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-18-032668 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,524.6414 Underlying: Common Stock · 1,777.3264 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 20:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 387.7171 | $112.84 | $43,750.00 |
DisclosureSEC source: 0001225208-18-014076 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,929.8075 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 18:04 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 467.8503 | $104.20 | $48,750.00 |
DisclosureSEC source: 0001225208-18-011263 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,026.4008 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 20:18 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,184.0874 | $64.10 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-18-020152 · form4.xml · derivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,463.6615 Underlying: Common Stock · 2,184.0874 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 20:07 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 443.3027 | $109.97 | $48,750.00 |
DisclosureSEC source: 0001225208-18-007149 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,071.5405 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001245 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,628.2378 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:33 UTC | EXXON MOBIL CORP XOM · Entity 32533 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001117 · form4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,628.218 F1 · price: Restricted stock grant. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 432.4855 | $106.94 | $46,250.00 |
DisclosureSEC source: 0001225208-18-000294 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,926.9391 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 21:14 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,029.2796 | $68.99 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-17-031731 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,030.5487 Underlying: Common Stock · 2,029.2796 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 20:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 536.593 | $95.51 | $51,250.00 |
DisclosureSEC source: 0001225208-17-015753 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,969.9895 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 21:47 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 506.0175 | $91.40 | $46,250.00 |
DisclosureSEC source: 0001225208-17-012234 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,952.8195 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| May 10, 2017 Filed May 12, 2017 21:17 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,729.6763 | $80.94 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-17-017955 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,799.5882 Underlying: Common Stock · 1,729.6763 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 554.9863 | $87.84 | $48,750.00 |
DisclosureSEC source: 0001225208-17-007380 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,933.7723 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 21:59 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 2,967.359 | $84.25 | $250,000.00 |
DisclosureSEC source: 0001225208-17-001371 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,378.786 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 19:07 UTC | EXXON MOBIL CORP XOM · Entity 32533 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000956 · form4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,118.044 F1 · price: Restricted stock grant. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 21:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 492.5252 | $86.29 | $42,500.00 |
DisclosureSEC source: 0001225208-17-000422 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,939.1247 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 20:22 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,667.6593 | $83.95 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-16-066168 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,904.4027 Underlying: Common Stock · 1,667.6593 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2010 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:30 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 713.3203 | $66.59 | $47,500.00 |
DisclosureSEC source: 0001225208-16-040120 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,854.9635 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2016 Filed Jul 5, 2016 20:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 804.6347 | $62.14 | $50,000.00 |
DisclosureSEC source: 0001225208-16-036123 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,485.4388 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| May 19, 2016 Filed May 20, 2016 20:54 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,386.8252 | $100.95 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-16-052952 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,127.9139 Underlying: Common Stock · 1,386.8252 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2010 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| March 31, 2016 Filed Apr 4, 2016 21:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 886.5248 | $59.22 | $52,500.00 |
DisclosureSEC source: 0001225208-16-030847 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,075.716 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 19, 2016 Filed Jan 20, 2016 22:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,930.8176 | $57.24 | $225,000.00 |
DisclosureSEC source: 0001225208-16-024559 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,660.0902 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service 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.