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 |
|---|---|---|---|---|---|---|
| December 31, 2015 Filed Jan 5, 2016 23:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 719.37 | $66.03 | $47,500.00 |
DisclosureSEC source: 0001225208-16-023586 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,729.2726 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| November 04, 2015 Filed Nov 6, 2015 21:12 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,406.046 | $99.57 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-15-030634 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,657.2204 Underlying: Common Stock · 1,406.046 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, 2015 Filed Oct 2, 2015 20:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 779.0717 | $60.97 | $47,500.00 |
DisclosureSEC source: 0001225208-15-019068 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,483.1577 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2015 Filed Jul 2, 2015 20:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 737.8985 | $67.76 | $50,000.00 |
DisclosureSEC source: 0001225208-15-015020 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,226.8586 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| May 07, 2015 Filed May 11, 2015 20:09 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,409.0177 | $99.36 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-15-016838 · form4.xml · derivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,197.0747 Underlying: Common Stock · 1,409.0177 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, 2015 Filed Apr 2, 2015 22:59 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 825.3549 | $60.58 | $50,000.00 |
DisclosureSEC source: 0001225208-15-009379 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,013.9227 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 20, 2015 Filed Jan 22, 2015 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 4,024.5695 | $55.91 | $225,000.00 |
DisclosureSEC source: 0001225208-15-001765 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,737.4809 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2014 Filed Jan 5, 2015 22:27 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 798.9773 | $62.58 | $50,000.00 |
DisclosureSEC source: 0001225208-15-000543 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,712.9114 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| November 05, 2014 Filed Nov 6, 2014 22:04 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,600 | $87.50 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-14-031479 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,740.6151 Underlying: Common Stock · 1,600 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, 2014 Filed Oct 2, 2014 20:47 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 788.5126 | $60.24 | $47,500.00 |
DisclosureSEC source: 0001225208-14-021071 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,480.0366 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2014 Filed Jul 2, 2014 21:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 824.3665 | $57.62 | $47,500.00 |
DisclosureSEC source: 0001225208-14-016337 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,242.4976 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| May 08, 2014 Filed May 9, 2014 20:18 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,845.5049 | $75.86 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-14-016998 · form4.xml · derivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,105.8953 Underlying: Common Stock · 1,845.5049 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, 2014 Filed Apr 2, 2014 20:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 782.4082 | $60.71 | $47,500.00 |
DisclosureSEC source: 0001225208-14-009735 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,019.0147 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 22, 2014 Filed Jan 24, 2014 22:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,887.689 | $57.88 | $225,000.00 |
DisclosureSEC source: 0001225208-14-002333 · doc4.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,864.4857 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| November 06, 2013 Filed Nov 8, 2013 21:07 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,526.5383 | $63.87 Strike: $0.00 | $97,500.00 |
DisclosureSEC source: 0001127602-13-031078 · form4.xml · derivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,234.7749 Underlying: Common Stock · 1,526.5383 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 |
| July 22, 2013 Filed Jan 24, 2014 22:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 0.1442 | $56.56 | $8.16 |
DisclosureSEC source: 0001225208-14-002333 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,562.9393 Read SEC document |
| May 09, 2013 Filed May 10, 2013 20:24 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,695.9471 | $57.49 Strike: $0.00 | $97,500.00 |
DisclosureSEC source: 0001127602-13-016466 · form4.xml · derivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,695.9471 Underlying: Common Stock · 1,695.9471 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 29, 2013 Filed Apr 1, 2013 19:21 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 591 | $54.99 | $32,499.09 |
DisclosureSEC source: 0001127602-13-012483 · form4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,591 F1 · shares: Consists of common stock issued as a pro rata portion of the retainer payable for the Reporting Person's 2013 Board Service. Read SEC document |
| February 08, 2013 Filed Feb 12, 2013 23:19 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionRestricted Share Units · Derivative | 48,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-13-000019 · edgar.xml · derivative · entry 6 WELDON WILLIAM C · CIK 0001189019 · Former Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,906 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. F4 · derivative.exercise_price: 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 · derivative.expiration_date: Not applicable. Read SEC document |
| February 08, 2013 Filed Feb 12, 2013 23:19 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Tax withholdingCommon Stock | 22,507 | $75.17 | $1,691,851.19 |
DisclosureSEC source: 0000200406-13-000019 · edgar.xml · nonDerivative · entry 3 WELDON WILLIAM C · CIK 0001189019 · Former Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,273 F2 · shares: Shares withheld for the payment of taxes upon vesting of Restricted Share Units. Read SEC document |
| February 08, 2013 Filed Feb 12, 2013 23:19 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon Stock | 48,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-13-000019 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Former Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,780 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 |
| January 17, 2013 Filed Jan 19, 2013 00:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,649.635 | $46.58 | $170,000.00 |
DisclosureSEC source: 0001225208-13-001711 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,451.8643 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2012 Filed Jan 3, 2013 22:53 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 511.7125 | $43.97 | $22,500.00 |
DisclosureSEC source: 0001225208-13-000645 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,802.2293 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 20, 2012 Filed Feb 12, 2013 23:19 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GiftCommon Stock | 128,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-13-000019 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Former Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,874 F1 · price: Gift Read SEC document |
| December 13, 2012 Filed Dec 17, 2012 16:21 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,510 | $0.00 Strike: $66.18 | $0.00 |
DisclosureSEC source: 0000200406-12-000154 · edgar.xml · derivative · entry 4 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,510 shares Expires 2015-02-13 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 · security: Awarded under Issuer's Stock Option Plan and exercisable in full starting three years from date of grant. Read SEC document |
| December 13, 2012 Filed Dec 17, 2012 16:21 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon Stock | 1,510 | $66.18 | $99,931.80 |
DisclosureSEC source: 0000200406-12-000154 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,874 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 30, 2012 Filed Oct 2, 2012 21:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 555.83 | $40.48 | $22,500.00 |
DisclosureSEC source: 0001225208-12-020696 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,909.908 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 07, 2012 Filed Sep 11, 2012 22:05 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 323,150 | $0.00 Strike: $53.93 | $0.00 |
DisclosureSEC source: 0000200406-12-000124 · edgar.xml · derivative · entry 5 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 323,150 shares Expires 2014-02-07 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. F5 · security: Awarded under Issuer's Stock Option Plan and exercisable in full starting three years from date of grant. Read SEC document |
| September 07, 2012 Filed Sep 11, 2012 22:05 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | SaleCommon Stock | 323,150 | $67.66 | $21,864,329.00 |
DisclosureSEC source: 0000200406-12-000124 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,364 F2 · price: This transaction was executed in multiple trades at prices ranging from $67.52 to $67.80. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 07, 2012 Filed Sep 11, 2012 22:05 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon Stock | 323,150 | $53.93 | $17,427,479.50 |
DisclosureSEC source: 0000200406-12-000124 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 730,514 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 · balance_after: Adjusted to reflect addition of 40,640 share formerly held by GRAT. Read SEC document |
| June 30, 2012 Filed Jul 3, 2012 19:59 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 629.7229 | $35.73 | $22,500.00 |
DisclosureSEC source: 0001225208-12-015677 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,895.4724 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2012 Filed Apr 2, 2012 23:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 407.786 | $45.98 | $18,750.00 |
DisclosureSEC source: 0001225208-12-008753 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,921.0178 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| February 09, 2012 Filed Feb 13, 2012 23:52 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Tax withholdingCommon Stock | 21,188 | $65.09 | $1,379,126.92 |
DisclosureSEC source: 0000200406-12-000025 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,724 Read SEC document |
| February 09, 2012 Filed Feb 13, 2012 23:52 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon Stock | 52,289 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-12-000025 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,912 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 01, 2012 Filed Feb 3, 2012 21:36 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 448,085 | $0.00 Strike: $52.20 | $0.00 |
DisclosureSEC source: 0000200406-12-000017 · edgar.xml · derivative · entry 5 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 448,085 shares Expires 2013-02-08 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 · security: Awarded under Issuer's Stock Option Plan and exercisable in full starting three years from date of grant. Read SEC document |
| February 01, 2012 Filed Feb 3, 2012 21:36 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | SaleCommon Stock | 448,085 | $65.99 | $29,569,129.15 |
DisclosureSEC source: 0000200406-12-000017 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,623 F1 · price: This transaction was executed in multiple trades at prices ranging from $65.79 to $66.235. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 01, 2012 Filed Feb 3, 2012 21:36 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon Stock | 448,085 | $52.20 | $23,390,037.00 |
DisclosureSEC source: 0000200406-12-000017 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 783,708 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 |
| January 18, 2012 Filed Jan 20, 2012 22:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 4,774.6103 | $35.61 | $170,000.00 |
DisclosureSEC source: 0001225208-12-001764 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,192.508 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2012 Filed Jan 19, 2012 23:37 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantPerformance Share Units · Derivative | 114,182 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-12-000010 · edgar.xml · derivative · entry 6 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,182 Underlying: Common Stock · 114,182 shares Expires not disclosed F3 · security: Awarded under Issuer's Long-Term Incentive Plan. F6 · derivative.exercise_price: Each Performance Share Unit converts into one share of Common Stock upon distribution in the first quarter of 2015 based on a performance factor. F6 · derivative.exercise_date: Each Performance Share Unit converts into one share of Common Stock upon distribution in the first quarter of 2015 based on a performance factor. F6 · derivative.expiration_date: Each Performance Share Unit converts into one share of Common Stock upon distribution in the first quarter of 2015 based on a performance factor. Read SEC document |
| January 17, 2012 Filed Jan 19, 2012 23:37 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantRestricted Share Units · Derivative | 45,673 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-12-000010 · edgar.xml · derivative · entry 5 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,673 Underlying: Common Stock · 45,673 shares Expires not disclosed F3 · security: Awarded under Issuer's Long-Term Incentive Plan. F4 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of Common Stock. F5 · derivative.expiration_date: The Restricted Share Units vest three years after date of grant. Read SEC document |
| January 17, 2012 Filed Jan 19, 2012 23:37 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantEmployee Stock Option (Right to Buy) · Derivative | 628,911 | $0.00 Strike: $65.37 | $0.00 |
DisclosureSEC source: 0000200406-12-000010 · edgar.xml · derivative · entry 4 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,911 Underlying: Common Stock · 628,911 shares Expires 2022-01-17 F3 · security: Awarded under Issuer's Long-Term Incentive Plan. Read SEC document |
| January 17, 2012 Filed Jan 19, 2012 23:37 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantCommon Stock | 7,033 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000200406-12-000010 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,623 F1 · price: Awarded under Issuer's Executive Incentive Plan. Read SEC document |
| December 31, 2011 Filed Jan 4, 2012 23:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 563.9098 | $33.25 | $18,750.00 |
DisclosureSEC source: 0001225208-12-000621 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,417.8977 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| October 31, 2011 Filed Nov 2, 2011 18:55 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 298,300 | $0.00 Strike: $57.30 | $0.00 |
DisclosureSEC source: 0000200406-11-000114 · edgar.xml · derivative · entry 5 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 298,300 shares Expires 2012-02-10 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 · security: Awarded under Issuer's Stock Option Plan and exercisable in full starting three years from date of grant. Read SEC document |
| October 31, 2011 Filed Nov 2, 2011 18:55 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | SaleCommon Stock | 298,300 | $65.35 | $19,493,905.00 |
DisclosureSEC source: 0000200406-11-000114 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,590 F1 · price: This transaction was executed in multiple trades at prices ranging from $65.12 to $65.56. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 31, 2011 Filed Nov 2, 2011 18:55 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon Stock | 298,300 | $57.30 | $17,092,590.00 |
DisclosureSEC source: 0000200406-11-000114 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,890 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 30, 2011 Filed Oct 4, 2011 21:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 622.5099 | $30.12 | $18,750.00 |
DisclosureSEC source: 0000019617-11-000244 · primary_doc.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,511.1948 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2011 Filed Jul 5, 2011 21:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 457.9873 | $40.94 | $18,750.00 |
DisclosureSEC source: 0001225208-11-017475 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,619.8754 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| May 03, 2011 Filed May 5, 2011 21:23 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 300,000 | $0.00 Strike: $57.30 | $0.00 |
DisclosureSEC source: 0000200406-11-000060 · edgar.xml · derivative · entry 5 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,300 Underlying: Common Stock · 300,000 shares Expires 2012-02-10 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 · security: Awarded under Issuer's Stock Option Plan and exercisable in full starting three years from date of grant. Read SEC document |
| May 03, 2011 Filed May 5, 2011 21:23 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | SaleCommon Stock | 300,000 | $66.15 | $19,845,000.00 |
DisclosureSEC source: 0000200406-11-000060 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,590 F1 · price: This transaction was executed in multiple trades at prices ranging from $66.10 to $66.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. 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.