Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Inc.AAPL · Entity 2389 | Senior Vice President | August 09, 2018 | August 10, 2018 |
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.
Apple Inc.
Report date August 09, 2018 · Filed August 10, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 412,571 |
Reported balance
After 2018-08-09 transaction · row 1
1 source rowRow 1 · 2018-08-09 · Sale · Disposed 47,796 · Balance 412,571 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 7,325 |
Reported balance
Holding disclosure · report date 2018-08-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,325 F1: The reporting person was appointed trustee of the trust on April 25, 2018. The reporting person and members of his immediate family are the beneficiaries of the trust. The reporting person disclaims beneficial ownership of the common stock held by the trust except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was appointed trustee of the trust on April 25, 2018. The reporting person and members of his immediate family are the beneficiaries of the trust. The reporting person disclaims beneficial ownership of the common stock held by the trust except to the extent of his pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 15, 2012 Filed Sep 18, 2012 22:35 UTC | Apple Inc. AAPL · Entity 2389 | Tax withholdingCommon Stock | 2,905 | $691.28 | $2,008,168.40 |
DisclosureSEC source: 0001127602-12-026628 · form4.xml · nonDerivative · entry 2 FEDERIGHI CRAIG · CIK 0001258883 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,438 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of restricted stock units. Read SEC document |
| September 15, 2012 Filed Sep 18, 2012 22:35 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 6,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-12-026628 · form4.xml · nonDerivative · entry 1 FEDERIGHI CRAIG · CIK 0001258883 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,343 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, at settlement, one share of common stock. This transaction represents the settlement of vested restricted stock units in shares of 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.