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 |
|---|---|---|---|---|---|---|
| May 03, 2011 Filed May 5, 2011 21:23 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon Stock | 300,000 | $57.30 | $17,190,000.00 |
DisclosureSEC source: 0000200406-11-000060 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,590 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 |
| March 31, 2011 Filed Apr 4, 2011 21:27 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 406.7245 | $46.10 | $18,750.00 |
DisclosureSEC source: 0001225208-11-011028 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,936.3349 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| February 11, 2011 Filed Feb 15, 2011 22:09 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionRestricted Share Units · Derivative | 43,320 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-11-000021 · 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 · 43,320 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 11, 2008, represents a contingent right to receive one share of Company Common Stock. F5 · derivative.expiration_date: The Restricted Share Units vest three years after date of grant. Read SEC document |
| February 11, 2011 Filed Feb 15, 2011 22:09 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Tax withholdingCommon Stock | 17,121 | $60.84 | $1,041,641.64 |
DisclosureSEC source: 0000200406-11-000021 · 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 Read SEC document |
| February 11, 2011 Filed Feb 15, 2011 22:09 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon Stock | 43,320 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-11-000021 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,711 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 34,401 shares formerly held by GRAT. Read SEC document |
| February 02, 2011 Filed Feb 4, 2011 19:46 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,850 | $0.00 Strike: $53.93 | $0.00 |
DisclosureSEC source: 0000200406-11-000019 · edgar.xml · derivative · entry 8 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,850 Underlying: Common Stock · 1,850 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. F2 · security: Awarded under Issuer's Stock Option Plan and exercisable in full starting three years from date of grant. Read SEC document |
| February 02, 2011 Filed Feb 4, 2011 19:46 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,915 | $0.00 Strike: $52.20 | $0.00 |
DisclosureSEC source: 0000200406-11-000019 · edgar.xml · derivative · entry 7 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,915 Underlying: Common Stock · 1,915 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. F2 · security: Awarded under Issuer's Stock Option Plan and exercisable in full starting three years from date of grant. Read SEC document |
| February 02, 2011 Filed Feb 4, 2011 19:46 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,700 | $0.00 Strike: $57.30 | $0.00 |
DisclosureSEC source: 0000200406-11-000019 · edgar.xml · derivative · entry 6 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 1,700 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. F2 · security: Awarded under Issuer's Stock Option Plan and exercisable in full starting three years from date of grant. Read SEC document |
| February 02, 2011 Filed Feb 4, 2011 19:46 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 1,850 | $53.93 | $99,770.50 |
DisclosureSEC source: 0000200406-11-000019 · edgar.xml · nonDerivative · entry 3 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,990 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 02, 2011 Filed Feb 4, 2011 19:46 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 1,915 | $52.20 | $99,963.00 |
DisclosureSEC source: 0000200406-11-000019 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,140 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 02, 2011 Filed Feb 4, 2011 19:46 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 1,700 | $57.30 | $97,410.00 |
DisclosureSEC source: 0000200406-11-000019 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,225 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 19, 2011 Filed Jan 20, 2011 23:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,838.7716 | $44.29 | $170,000.00 |
DisclosureSEC source: 0001225208-11-003470 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,486.1787 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 10, 2011 Filed Jan 12, 2011 23:03 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantRestricted Share Units · Derivative | 46,724 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-11-000015 · edgar.xml · derivative · entry 6 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,724 Underlying: Common Stock · 46,724 shares Expires not disclosed F4 · security: Awarded under Issuer's Long-Term Incentive Plan. F5 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of Company Common Stock. F6 · derivative.expiration_date: The Restricted Share Units vest three years after date of grant. Read SEC document |
| January 10, 2011 Filed Jan 12, 2011 23:03 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantEmployee Stock Option (Right to Buy) · Derivative | 560,691 | $0.00 Strike: $62.20 | $0.00 |
DisclosureSEC source: 0000200406-11-000015 · edgar.xml · derivative · entry 5 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560,691 Underlying: Common Stock · 560,691 shares Expires 2021-01-10 F4 · security: Awarded under Issuer's Long-Term Incentive Plan. Read SEC document |
| January 10, 2011 Filed Jan 12, 2011 23:03 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantCommon | 4,765 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000200406-11-000015 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,525 F2 · price: Awarded under Issuer's Executive Incentive Plan. Read SEC document |
| December 31, 2010 Filed Jan 4, 2011 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 442.0085 | $42.42 | $18,750.00 |
DisclosureSEC source: 0001225208-11-000606 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,647.4071 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2010 Filed Oct 4, 2010 19:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 492.6431 | $38.06 | $18,750.00 |
DisclosureSEC source: 0001225208-10-021914 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,157.5081 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 20, 2010 Filed Jan 12, 2011 23:03 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GiftCommon | 1,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000200406-11-000015 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,760 F1 · price: Gift Read SEC document |
| September 02, 2010 Filed Sep 3, 2010 21:06 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 238,100 | $0.00 Strike: $50.69 | $0.00 |
DisclosureSEC source: 0000200406-10-000077 · 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 · 238,100 shares Expires 2010-11-29 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 · security: Awarded under Issuer's Stock Option Plan and exercisable in full starting three years from date of grant. F1 · derivative.exercise_price: Adjusted to reflect two-for-one stock split in 2001. Read SEC document |
| September 02, 2010 Filed Sep 3, 2010 21:06 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | SaleCommon | 238,100 | $58.49 | $13,926,469.00 |
DisclosureSEC source: 0000200406-10-000077 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,360 F2 · price: This transaction was executed in multiple trades at prices ranging from $58.395 to $58.66. 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 02, 2010 Filed Sep 3, 2010 21:06 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 238,100 | $50.69 | $12,069,289.00 |
DisclosureSEC source: 0000200406-10-000077 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,460 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: Adjusted to reflect two-for-one stock split in 2001. Read SEC document |
| August 02, 2010 Filed Aug 4, 2010 21:04 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,900 | $0.00 Strike: $50.69 | $0.00 |
DisclosureSEC source: 0000200406-10-000073 · edgar.xml · derivative · entry 4 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,900 shares Expires 2010-11-29 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. F2 · derivative.exercise_price: Adjusted to reflect two-for-one stock split in 2001. Read SEC document |
| August 02, 2010 Filed Aug 4, 2010 21:04 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 1,900 | $50.69 | $96,311.00 |
DisclosureSEC source: 0000200406-10-000073 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,360 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: Adjusted to reflect addition of 26,329 share formerly held by GRAT. F2 · price: Adjusted to reflect two-for-one stock split in 2001. Read SEC document |
| June 30, 2010 Filed Jul 2, 2010 17:49 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 512.1551 | $36.61 | $18,750.00 |
DisclosureSEC source: 0001225208-10-016407 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,613.2417 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2010 Filed Apr 2, 2010 17:39 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 418.9944 | $44.75 | $18,750.00 |
DisclosureSEC source: 0001225208-10-009560 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,060.5958 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| February 12, 2010 Filed Feb 17, 2010 20:23 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionRestricted Share Units · Derivative | 38,098 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-10-000031 · 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 · 38,098 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 Restricted Share Unit, awarded under Issuer's Long Term Incentive Plan on February 12, 2007, represents a contingent right to receive one share of Company Common Stock. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| February 12, 2010 Filed Feb 17, 2010 20:23 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Tax withholdingCommon | 13,463 | $62.56 | $842,245.28 |
DisclosureSEC source: 0000200406-10-000031 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,131 Read SEC document |
| February 12, 2010 Filed Feb 17, 2010 20:23 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 38,098 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-10-000031 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,594 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 08, 2010 Filed Feb 10, 2010 01:23 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantRestricted Share Units · Derivative | 48,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-10-000028 · edgar.xml · derivative · entry 7 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,906 Underlying: Common Stock · 48,906 shares Expires not disclosed F6 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of Company Common Stock. F7 · derivative.expiration_date: The Restricted Share Units vest three years after date of grant. Read SEC document |
| February 08, 2010 Filed Feb 10, 2010 01:23 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantEmployee Stock Options (Right to Buy) · Derivative | 586,873 | $0.00 Strike: $62.62 | $0.00 |
DisclosureSEC source: 0000200406-10-000028 · edgar.xml · derivative · entry 6 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586,873 Underlying: Common Stock · 586,873 shares Expires 2020-02-08 F3 · security: Awarded under Issuer's Long-Term Incentive Plan. Read SEC document |
| February 08, 2010 Filed Feb 10, 2010 01:23 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantCommon | 8,623 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000200406-10-000028 · edgar.xml · nonDerivative · entry 3 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,496 F3 · price: Awarded under Issuer's Long-Term Incentive Plan. Read SEC document |
| January 20, 2010 Filed Jan 27, 2010 21:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,935.6407 | $43.20 | $170,000.00 |
DisclosureSEC source: 0001225208-10-002398 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,604.2733 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, 2009 Filed Jan 5, 2010 21:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 449.964 | $41.67 | $18,750.00 |
DisclosureSEC source: 0001225208-10-000633 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,668.6326 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 10, 2009 Filed Feb 10, 2010 01:23 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GiftCommon | 4,628 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000200406-10-000028 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,873 F1 · price: Gift F2 · balance_after: Adjusted to subtract 3,301 shares formerly reported as held directly, which are held indirectly. Read SEC document |
| September 30, 2009 Filed Oct 2, 2009 19:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 427.8868 | $43.82 | $18,750.00 |
DisclosureSEC source: 0001225208-09-019910 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,182.7913 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| August 03, 2009 Filed Aug 5, 2009 22:12 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | OtherPhantom Stock Units · Derivative | 42,410 | $62.00 | $2,629,420.00 |
DisclosureSEC source: 0000200406-09-000088 · edgar.xml · derivative · entry 4 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,410 shares Expires not disclosed F2 · derivative.exercise_price: Phantom Stock Units held under the Issuer's Executive Income Deferral Plan are to be settled in cash upon the Reporting Person's Retirement (with each Phantom Stock Unit representing the fair market value of one share of Common Stock on the settlement date). Alternatively, the cash value represented by the Phantom Stock Units may be transferred by the Reporting Person into an alternative investment account under the Plan at any time. F2 · derivative.exercise_date: Phantom Stock Units held under the Issuer's Executive Income Deferral Plan are to be settled in cash upon the Reporting Person's Retirement (with each Phantom Stock Unit representing the fair market value of one share of Common Stock on the settlement date). Alternatively, the cash value represented by the Phantom Stock Units may be transferred by the Reporting Person into an alternative investment account under the Plan at any time. F2 · derivative.expiration_date: Phantom Stock Units held under the Issuer's Executive Income Deferral Plan are to be settled in cash upon the Reporting Person's Retirement (with each Phantom Stock Unit representing the fair market value of one share of Common Stock on the settlement date). Alternatively, the cash value represented by the Phantom Stock Units may be transferred by the Reporting Person into an alternative investment account under the Plan at any time. Read SEC document |
| July 15, 2009 Filed Jul 16, 2009 21:14 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 158,200 | $0.00 Strike: $50.08 | $0.00 |
DisclosureSEC source: 0000200406-09-000087 · edgar.xml · derivative · entry 6 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 158,200 shares Expires 2009-12-01 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. F6 · security: Awarded under Issuer's Stock Option Plan and exercisable in full starting three years from date of grant. F1 · derivative.exercise_price: Adjusted to reflect two-for-one stock split in 2001. Read SEC document |
| July 15, 2009 Filed Jul 16, 2009 21:14 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | SaleCommon | 158,200 | $58.74 | $9,292,668.00 |
DisclosureSEC source: 0000200406-09-000087 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,532 F2 · price: This transaction was executed in multiple trades at prices ranging from $58.67 to $58.84. 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 |
| July 15, 2009 Filed Jul 16, 2009 21:14 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 158,200 | $50.08 | $7,922,656.00 |
DisclosureSEC source: 0000200406-09-000087 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,732 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: Adjusted to reflect two-for-one stock split in 2001. Read SEC document |
| June 30, 2009 Filed Jul 2, 2009 19:19 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantPhantom Stock Units · Derivative | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-09-000079 · edgar.xml · derivative · entry 4 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,410 Underlying: Common Stock · 365 shares Expires not disclosed F2 · security: The Phantom Stock Units acquired under the Issuer's Executive Income Deferral Plan on June 30, 2009 at $56.52 per share are to be settled in cash upon the Reporting Person's Retirement. F3 · derivative.exercise_price: The Phantom Stock converts into common stock on a one-for-one basis. F2 · derivative.exercise_date: The Phantom Stock Units acquired under the Issuer's Executive Income Deferral Plan on June 30, 2009 at $56.52 per share are to be settled in cash upon the Reporting Person's Retirement. F2 · derivative.expiration_date: The Phantom Stock Units acquired under the Issuer's Executive Income Deferral Plan on June 30, 2009 at $56.52 per share are to be settled in cash upon the Reporting Person's Retirement. Read SEC document |
| June 30, 2009 Filed Jul 2, 2009 20:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 549.6922 | $34.11 | $18,750.00 |
DisclosureSEC source: 0001225208-09-015067 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,706.5389 F1 · shares: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2009 Filed Apr 2, 2009 19:36 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantPhantom Stock Units · Derivative | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-09-000060 · edgar.xml · derivative · entry 4 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,045 Underlying: Common Stock · 363 shares Expires not disclosed F4 · security: The Phantom Stock Units acquired under the Issuer's Executive Income Deferral Plan on March 31, 2009 at $52.82 per share are to be settled in cash upon the Reporting Person's Retirement. F5 · derivative.exercise_price: The Phantom Stock converts into common stock on a one-for-one basis. F4 · derivative.exercise_date: The Phantom Stock Units acquired under the Issuer's Executive Income Deferral Plan on March 31, 2009 at $52.82 per share are to be settled in cash upon the Reporting Person's Retirement. F4 · derivative.expiration_date: The Phantom Stock Units acquired under the Issuer's Executive Income Deferral Plan on March 31, 2009 at $52.82 per share are to be settled in cash upon the Reporting Person's Retirement. Read SEC document |
| March 31, 2009 Filed Apr 2, 2009 18:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 705.4176 | $26.58 | $18,750.00 |
DisclosureSEC source: 0001225208-09-009531 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,102.0695 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| February 23, 2009 Filed Feb 24, 2009 22:58 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,800 | $0.00 Strike: $50.08 | $0.00 |
DisclosureSEC source: 0000200406-09-000047 · edgar.xml · derivative · entry 7 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,800 shares Expires 2009-12-01 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. F7 · security: Awarded under Issuer's Stock Option Plan and exercisable in full starting one day after third anniversary of the grant. F1 · derivative.exercise_price: Adjusted to reflect two-for-one stock split in 2001. Read SEC document |
| February 23, 2009 Filed Feb 24, 2009 22:58 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 1,800 | $50.08 | $90,144.00 |
DisclosureSEC source: 0000200406-09-000047 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,707 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: Adjusted to reflect two-for-one stock split in 2001. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 23:59 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionRestricted Share Units · Derivative | 37,710 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-09-000044 · edgar.xml · derivative · entry 9 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 37,710 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. F7 · derivative.exercise_price: The Restricted Share Units, awarded under Issuer's Long-Term Incentive Plan on February 13, 2006, vested three years after date of grant. F8 · derivative.expiration_date: Not applicable. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 23:59 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Tax withholdingCommon | 13,159 | $57.31 | $754,142.29 |
DisclosureSEC source: 0000200406-09-000044 · edgar.xml · nonDerivative · entry 3 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,907 Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 23:59 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 37,710 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-09-000044 · edgar.xml · nonDerivative · entry 2 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,066 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 12, 2009 Filed Feb 17, 2009 23:59 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantCommon | 9,741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000200406-09-000044 · edgar.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,356 F1 · price: Awarded under Issuer's Long-Term Incentive Plan. Read SEC document |
| February 09, 2009 Filed Feb 11, 2009 23:24 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GrantRestricted Share Units · Derivative | 52,289 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-09-000031 · edgar.xml · derivative · entry 8 WELDON WILLIAM C · CIK 0001189019 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,289 Underlying: Common · 52,289 shares Expires not disclosed F7 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of Company Common Stock. F8 · derivative.expiration_date: The Restricted Share Units vest three years after date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.