Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTEL CORPINTC · Entity 2799 | Interim CFO | February 25, 2019 | February 27, 2019 |
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.
INTEL CORP
Report date February 25, 2019 · Filed February 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,788 |
Reported balance
After 2019-02-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-02-25 · Exercise / conversion · Acquired 3,265 · Balance 6,788 F1: Each Performance-based Restricted Stock Unit (PSU) represents the right to receive, following vesting, no more than 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the PSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply. F2: Includes 485 shares acquired under the Company's Employee Stock Purchase Plan on February 19, 2019. |
| Common StockSEC Table I · non-derivative | Direct | 5,695 |
Reported balance
After 2019-02-25 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2019-02-25 · Tax withholding · Disposed 1,093 · Balance 5,695 |
| Performance-Based Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-02-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-02-25 · Exercise / conversion · Disposed 3,999 · Balance 0 F1: Each Performance-based Restricted Stock Unit (PSU) represents the right to receive, following vesting, no more than 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the PSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply. F3: Unless earlier forfeited under the terms of the PSU, each PSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with the dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F4: Due to a limitation in the filing software, the total number of shares of Common Stock received was 3,265 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 75.746%. Upon conversion of the RSUs, the Reporting Person received 3,029 shares of Common Stock. Upon conversion of $11,002.84 in dividend equivalents, the Reporting Person received an additional 236 shares of Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Employee Benefit Plan Trust | 2,412 |
Reported balance
Holding disclosure · report date 2019-02-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,412 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 54 |
Reported balance
Holding disclosure · report date 2019-02-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 54 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Performance-based Restricted Stock Unit (PSU) represents the right to receive, following vesting, no more than 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the PSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply.
F2: Includes 485 shares acquired under the Company's Employee Stock Purchase Plan on February 19, 2019.
F3: Unless earlier forfeited under the terms of the PSU, each PSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with the dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply.
F4: Due to a limitation in the filing software, the total number of shares of Common Stock received was 3,265 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 75.746%. Upon conversion of the RSUs, the Reporting Person received 3,029 shares of Common Stock. Upon conversion of $11,002.84 in dividend equivalents, the Reporting Person received an additional 236 shares of Common Stock.
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 |
|---|---|---|---|---|---|---|
| February 25, 2019 Filed Feb 27, 2019 23:08 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionPerformance-Based Stock Units · Derivative | 3,999 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-008773 · form4.xml · derivative · entry 5 UNDERWOOD TODD M · CIK 0001766545 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,999 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 Performance-based Restricted Stock Unit (PSU) represents the right to receive, following vesting, no more than 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the PSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply. F1 · price: Each Performance-based Restricted Stock Unit (PSU) represents the right to receive, following vesting, no more than 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the PSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the PSU, each PSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with the dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the PSU, each PSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with the dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.underlying_shares: Due to a limitation in the filing software, the total number of shares of Common Stock received was 3,265 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 75.746%. Upon conversion of the RSUs, the Reporting Person received 3,029 shares of Common Stock. Upon conversion of $11,002.84 in dividend equivalents, the Reporting Person received an additional 236 shares of Common Stock. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 23:08 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 1,093 | $53.24 | $58,185.86 |
DisclosureSEC source: 0001127602-19-008773 · form4.xml · nonDerivative · entry 2 UNDERWOOD TODD M · CIK 0001766545 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,695 Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 23:08 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 3,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-008773 · form4.xml · nonDerivative · entry 1 UNDERWOOD TODD M · CIK 0001766545 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,788 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 Performance-based Restricted Stock Unit (PSU) represents the right to receive, following vesting, no more than 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the PSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply. F2 · balance_after: Includes 485 shares acquired under the Company's Employee Stock Purchase Plan on February 19, 2019. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:29 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-004084 · form4.xml · derivative · entry 5 UNDERWOOD TODD M · CIK 0001766545 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,201 Underlying: Common Stock · 300 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 restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F1 · price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F2 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on May 1, 2017. If the quarterly vesting date falls on a nonbusiness date, the next business date shall apply. F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on May 1, 2017. If the quarterly vesting date falls on a nonbusiness date, the next business date shall apply. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:29 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 117 | $48.03 | $5,619.51 |
DisclosureSEC source: 0001127602-19-004084 · form4.xml · nonDerivative · entry 2 UNDERWOOD TODD M · CIK 0001766545 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,038 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:29 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-004084 · form4.xml · nonDerivative · entry 1 UNDERWOOD TODD M · CIK 0001766545 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,155 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 restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. 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.