Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Director | May 03, 2022 | May 05, 2022 |
| ESTEE LAUDER COMPANIES INCEL · Entity 3097 | Director | September 15, 2026 | September 16, 2026 |
| INTEL CORPINTC · Entity 2799 | Director | February 23, 2018 | February 27, 2018 |
| Stagwell IncSTGW · Entity 4480 | Director | June 11, 2026 | June 12, 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.
AMERICAN EXPRESS CO
Report date May 03, 2022 · Filed May 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 71,931.2617 |
Reported balance
After 2022-05-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-03 · Grant · Acquired 1,218.1617 · Balance 71,931.2617 F1: Each Share Equivalent Unit reflects the value of one common share. F2: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Share Equivalent Unit reflects the value of one common share.
F2: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.
F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.
F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.
ESTEE LAUDER COMPANIES INC
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Units (Share Payout)SEC Table II · derivative / convertible security | Direct | 23,761.32 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 86.09 · Balance 23,761.32 F1: Not applicable. F2: Represents reinvestment of dividend equivalents on outstanding stock units. F3: The stock units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Not applicable.
F2: Represents reinvestment of dividend equivalents on outstanding stock units.
F3: The stock units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company.
INTEL CORP
Report date February 23, 2018 · Filed February 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,939 |
Reported balance
After 2018-02-23 transaction · row 1
1 source rowRow 1 · 2018-02-23 · Exercise / conversion · Acquired 2,705 · Balance 87,939 F1: Shares acquired on the vesting of restricted stock units. |
| Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-02-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-02-23 · Exercise / conversion · Disposed 2,220 · Balance 0 F2: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 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 performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance 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 performance-based RSU, each performance-based RSU 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 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 2,705 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 113.5%. Upon conversion of the RSUs, the Reporting Person received 2,520 shares of Common Stock. Upon conversion of $8,511.30 in dividend equivalents, the Reporting person received an additional 185 shares of Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 8,200 |
Reported balance
Holding disclosure · report date 2018-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,200 |
| Common StockSEC Table I · non-derivative | IndirectJoint Account with Spouse | 6,800 |
Reported balance
Holding disclosure · report date 2018-02-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,800 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired on the vesting of restricted stock units.
F2: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 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 performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance 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 performance-based RSU, each performance-based RSU 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 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 2,705 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 113.5%. Upon conversion of the RSUs, the Reporting Person received 2,520 shares of Common Stock. Upon conversion of $8,511.30 in dividend equivalents, the Reporting person received an additional 185 shares of Common Stock.
Stagwell Inc
Report date June 11, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 238,286 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 22,970 · Balance 238,286 F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STARWOOD HOTELS & RESORTS WORLDWIDE, LLC
Report date September 22, 2016 · Filed September 26, 2016
Section 16 reporting ended · disclosed 2016-09-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 1
1 source rowRow 1 · 2016-09-22 · Disposition to issuer · Disposed 29,361 · Balance 0 F1: Each share of Common Stock was disposed of pursuant to the transactions described in the Agreement and Plan of Merger, dated as of November 15, 2015, by and among the Issuer, Marriott International, Inc. ("Marriott") et al., as thereafter amended by the Amendment No. 1 to the Agreement and Plan of Merger (the "Merger Agreement"), in exchange for the right to receive (1) 0.800 shares of common stock of Marriott, (2) $21.00 in cash, without interest, and (3) any applicable cash in lieu of fractional shares of common stock of Marriott. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-09-22 · Disposition to issuer · Disposed 5,252 · Balance 0 F2: Phantom Stock is convertible into Common Stock on a one-for-one basis. F3: Reflects an antidilution adjustment to the number of shares of Phantom Stock that was made in connection with the separation of the Issuer's vacation ownership business from its other businesses on May 11, 2016 (the "SVO Spin-Off"). F5: As a result of the conversions described in the Merger Agreement (the "Conversions"), each share of Phantom Stock was converted into 1.1046 deferred stock units of common stock of Marriott (market value $69.75 per share). F4: Phantom Stock was to convert into Common Stock and be distributed to the Reporting Person per the terms of the applicable Deferral Agreements. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.49 · Expires 2018-02-26 | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-09-22 · Disposition to issuer · Disposed 4,403 · Balance 0 F6: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $38.235 and 4,087 respectively) that was made in connection with the SVO Spin-Off. F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.88 · Expires 2019-02-28 | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-09-22 · Disposition to issuer · Disposed 2,747 · Balance 0 F8: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $61.28 and 2,550 respectively) that was made in connection with the SVO Spin-Off. F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.11 · Expires 2020-02-28 | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-09-22 · Disposition to issuer · Disposed 3,057 · Balance 0 F9: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $55.06 and 2,838 respectively) that was made in connection with the SVO Spin-Off. F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent). |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Common Stock was disposed of pursuant to the transactions described in the Agreement and Plan of Merger, dated as of November 15, 2015, by and among the Issuer, Marriott International, Inc. ("Marriott") et al., as thereafter amended by the Amendment No. 1 to the Agreement and Plan of Merger (the "Merger Agreement"), in exchange for the right to receive (1) 0.800 shares of common stock of Marriott, (2) $21.00 in cash, without interest, and (3) any applicable cash in lieu of fractional shares of common stock of Marriott.
F2: Phantom Stock is convertible into Common Stock on a one-for-one basis.
F3: Reflects an antidilution adjustment to the number of shares of Phantom Stock that was made in connection with the separation of the Issuer's vacation ownership business from its other businesses on May 11, 2016 (the "SVO Spin-Off").
F4: Phantom Stock was to convert into Common Stock and be distributed to the Reporting Person per the terms of the applicable Deferral Agreements.
F5: As a result of the conversions described in the Merger Agreement (the "Conversions"), each share of Phantom Stock was converted into 1.1046 deferred stock units of common stock of Marriott (market value $69.75 per share).
F6: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $38.235 and 4,087 respectively) that was made in connection with the SVO Spin-Off.
F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent).
F8: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $61.28 and 2,550 respectively) that was made in connection with the SVO Spin-Off.
F9: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $55.06 and 2,838 respectively) that was made in connection with the SVO Spin-Off.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 22, 2010 Filed Jul 23, 2010 17:22 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 20,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-019764 · form4.xml · derivative · entry 6 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| July 22, 2010 Filed Jul 23, 2010 17:22 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 4,730 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-019764 · form4.xml · derivative · entry 5 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,730 Underlying: Common Stock · 4,730 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| July 22, 2010 Filed Jul 23, 2010 17:22 UTC | INTEL CORP INTC · Entity 2799 | GrantPerformance-based Restricted Stock Units · Derivative | 3,080 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-019764 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,080 Underlying: Common Stock · 3,080 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, no less than 33% and 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 Performance-based RSUs 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 January 22, 2010 and ending on January 22, 2013, 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 · derivative.exercise_date: Unless earlier forfeited under the terms of the Performance-based RSU, each Performance-based RSU vests and converts into no less than 33% and no more than 200% of one share of Intel common stock three years after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the Performance-based RSU, each Performance-based RSU vests and converts into no less than 33% and no more than 200% of one share of Intel common stock three years after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F1 · derivative.underlying_shares: Each Performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, no less than 33% and 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 Performance-based RSUs 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 January 22, 2010 and ending on January 22, 2013, 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. Read SEC document |
| July 16, 2010 Filed Jul 20, 2010 20:40 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 2,281 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-019525 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,564 Underlying: Common Stock · 2,281 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 stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, 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 RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| July 16, 2010 Filed Jul 20, 2010 20:40 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 2,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-019525 · form4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,928 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| June 25, 2010 Filed Jun 29, 2010 00:26 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 1,061.438 | $20.02 Strike: $0.00 | $21,249.99 |
DisclosureSEC source: 0001127602-10-017918 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,117.339 Underlying: Common Stock · 1,061.438 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F3 · balance_after: Includes 96.371 shares acquired via dividend reinvestment in June 2010. Read SEC document |
| April 26, 2010 Filed Apr 27, 2010 21:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 3,164.557 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-10-012176 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,335.197 Underlying: Common Stock · 3,164.557 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F2 · price: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 26, 2010 Filed Mar 29, 2010 21:03 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 955.486 | $22.24 Strike: $0.00 | $21,250.01 |
DisclosureSEC source: 0001127602-10-009673 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,959.53 Underlying: Common Stock · 955.486 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. Read SEC document |
| December 24, 2009 Filed Dec 29, 2009 00:16 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 1,045.253 | $20.33 Strike: $0.00 | $21,249.99 |
DisclosureSEC source: 0001127602-09-026220 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,914.132 Underlying: Common Stock · 1,045.253 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. Read SEC document |
| September 25, 2009 Filed Sep 29, 2009 16:34 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 1,097.058 | $19.37 Strike: $0.00 | $21,248.92 |
DisclosureSEC source: 0001127602-09-019560 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,791.99 Underlying: Common Stock · 1,097.058 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. Read SEC document |
| July 21, 2009 Filed Jul 20, 2009 22:38 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 2,824 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-015777 · form4.xml · derivative · entry 6 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,824 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. F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| July 21, 2009 Filed Jul 20, 2009 22:38 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 2,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-015777 · form4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,647 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 16, 2009 Filed Jul 20, 2009 22:38 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 6,845 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-015777 · form4.xml · derivative · entry 5 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,845 Underlying: Common Stock · 6,845 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| July 16, 2009 Filed Jul 20, 2009 22:38 UTC | INTEL CORP INTC · Entity 2799 | GrantPerformance-based Restricted Stock Units · Derivative | 3,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-015777 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 3,500 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, no less than 33% and 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 Performance-based RSUs 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 anniversay 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 · derivative.exercise_date: Unless earlier forfeited under the terms of the Performance-based RSU, each Performance-based RSU vests and converts into no less than 33% and no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the Performance-based RSU, each Performance-based RSU vests and converts into no less than 33% and no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F1 · derivative.underlying_shares: Each Performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, no less than 33% and 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 Performance-based RSUs 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 anniversay 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. Read SEC document |
| July 16, 2009 Filed Jul 21, 2009 00:06 UTC Amendment | INTEL CORP INTC · Entity 2799 | GrantPerformance-based Restricted Stock Units · Derivative | 3,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-015798 · form4a.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 3,500 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, no less than 33% and 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 Performance-based RSUs 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 anniversay 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 · derivative.exercise_date: Unless earlier forfeited under the terms of the Performance-based RSU, each Performance-based RSU vests and converts into no less than 33% and no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F3 · derivative.exercise_date: Date Exercisable was incorrect in the Reporting Person's original Form 4. F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the Performance-based RSU, each Performance-based RSU vests and converts into no less than 33% and no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F1 · derivative.underlying_shares: Each Performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, no less than 33% and 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 Performance-based RSUs 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 anniversay 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. Read SEC document |
| June 26, 2009 Filed Jun 29, 2009 22:52 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 1,303.681 | $16.30 Strike: $0.00 | $21,250.00 |
DisclosureSEC source: 0001127602-09-014527 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,626.589 Underlying: Common Stock · 1,303.681 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. Read SEC document |
| April 27, 2009 Filed Apr 29, 2009 19:34 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-009946 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,444.82 Underlying: Common Stock · 3,400 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 27, 2009 Filed Mar 31, 2009 23:12 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 1,215.953 | $15.42 Strike: $0.00 | $18,750.00 |
DisclosureSEC source: 0001127602-09-008019 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,252.884 Underlying: Common Stock · 1,215.953 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F3 · balance_after: Column 9 reports the number of shares underlying the phantom stock units that is the subject of the transaction reported on this Form 4. Previously, the Reporting Person's Forms 4 reported the aggregate number of shares subject to all phantom stock units, options or RSUs held. As of the date of this Report and after taking into account the transaction(s) reported on this Form 4, the Reporting Person held options covering an aggregate of 39,000 shares and RSUs of 20,194 shares of Intel common stock. Read SEC document |
| December 31, 2008 Filed Jan 5, 2009 19:02 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 1,212.84 | $18.55 | $22,500.61 |
DisclosureSEC source: 0001127602-09-000325 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,715.829 Underlying: Common Stock · 1,212.84 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 30, 2008 Filed Oct 2, 2008 17:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 611.75 | $36.78 | $22,500.17 |
DisclosureSEC source: 0001127602-08-007582 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,291.287 Underlying: Common Stock · 611.75 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| July 21, 2008 Filed Jul 21, 2008 16:58 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 2,823 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-08-000258 · edgar.xml · derivative · entry 7 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,194 Underlying: COM.STK · 2,823 shares Expires 2008-07-21 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 stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F5 · balance_after: This amount includes 2,413 Restricted Stock Units that have vested as to which the settlement has been deferred. Ambassador Barshefsky also holds 39,000 options with the right to buy Intel Corporation common stock and also owns directly 6,838 phantom share units acquired under the Intel Corporation 2006 Deferral Plan for Outside Directors. Read SEC document |
| July 21, 2008 Filed Jul 21, 2008 16:58 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCOMMON | 2,823 | $0.00 | $0.00 |
DisclosureSEC source: 0000050863-08-000258 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,823 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: Shares acquired on the vesting of restricted stock units. Read SEC document |
| July 17, 2008 Filed Jul 21, 2008 16:58 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 3,377 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-08-000258 · edgar.xml · derivative · entry 6 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,017 Underlying: COM.STK · 3,377 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.exercise_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. Read SEC document |
| July 17, 2008 Filed Jul 21, 2008 16:58 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 3,377 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-08-000258 · edgar.xml · derivative · entry 5 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,640 Underlying: COM.STK · 3,377 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.exercise_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. Read SEC document |
| July 17, 2008 Filed Jul 21, 2008 16:58 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 3,376 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-08-000258 · edgar.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,263 Underlying: COM.STK · 3,376 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.exercise_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. Read SEC document |
| June 30, 2008 Filed Jul 2, 2008 13:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 547.83 | $41.07 | $22,499.93 |
DisclosureSEC source: 0001127602-08-004488 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,541.671 Underlying: Common Stock · 547.83 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| April 28, 2008 Filed Apr 30, 2008 20:25 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-002702 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,903.717 Underlying: Common Stock · 3,400 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 31, 2008 Filed Apr 2, 2008 19:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 448.833 | $44.56 | $20,000.00 |
DisclosureSEC source: 0001127602-08-002270 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,503.717 Underlying: Common Stock · 448.833 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| December 31, 2007 Filed Jan 3, 2008 17:57 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 384.1 | $52.07 | $20,000.09 |
DisclosureSEC source: 0001127602-08-000022 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,958.878 Underlying: Common Stock · 384.1 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes share equivalent units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| October 31, 2007 Filed Nov 2, 2007 20:37 UTC | INTEL CORP INTC · Entity 2799 | PurchaseCOMMON | 1,477 | $26.75 | $39,509.75 |
DisclosureSEC source: 0000050863-07-000370 · edgar.xml · nonDerivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Account with Spouse Disclosed balance after: 3,977 Read SEC document |
| October 31, 2007 Filed Nov 2, 2007 20:37 UTC | INTEL CORP INTC · Entity 2799 | PurchaseCOMMON | 1,300 | $26.76 | $34,788.00 |
DisclosureSEC source: 0000050863-07-000370 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 8,200 Read SEC document |
| September 28, 2007 Filed Oct 2, 2007 15:28 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 336.25 | $59.48 | $19,999.81 |
DisclosureSEC source: 0001127602-07-003959 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,512.543 Underlying: Common Stock · 336.25 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes share equivalent units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| July 25, 2007 Filed Jul 27, 2007 15:54 UTC | INTEL CORP INTC · Entity 2799 | PurchaseCOMMON | 500 | $24.51 | $12,255.00 |
DisclosureSEC source: 0000050863-07-000306 · edgar.xml · nonDerivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 6,900 Read SEC document |
| July 25, 2007 Filed Jul 27, 2007 15:54 UTC | INTEL CORP INTC · Entity 2799 | PurchaseCOMMON | 2,500 | $24.45 | $61,125.00 |
DisclosureSEC source: 0000050863-07-000306 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,323 Read SEC document |
| July 25, 2007 Filed Nov 2, 2007 20:36 UTC Amendment | INTEL CORP INTC · Entity 2799 | PurchaseCOMMON | 2,500 | $24.45 | $61,125.00 |
DisclosureSEC source: 0000050863-07-000369 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Account with Spouse Disclosed balance after: 2,500 F1 · balance_after: The ownership form of the 2,500 shares purchased reflected in the reporting person's original Form 4 was incorrect. Read SEC document |
| July 23, 2007 Filed Jul 23, 2007 18:10 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 2,823 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-07-000290 · edgar.xml · derivative · entry 6 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,887 Underlying: COM.STK · 2,823 shares Expires 2007-07-23 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 stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, 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 RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F5 · balance_after: Ambassador Barshefsky holds 39,000 options with the right to buy Intel Corporation common stock and also owns directly 6,697 phantom share units acquired under the 2006 Intel Corporation Deferral Plan for Outside Directors. Read SEC document |
| July 23, 2007 Filed Jul 23, 2007 18:10 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCOMMON | 2,823 | $0.00 | $0.00 |
DisclosureSEC source: 0000050863-07-000290 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,823 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: Shares acquired on the vesting of restricted stock units. Read SEC document |
| July 19, 2007 Filed Jul 23, 2007 18:10 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 2,414 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-07-000290 · edgar.xml · derivative · entry 5 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,710 Underlying: COM.STK · 2,414 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.exercise_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. Read SEC document |
| July 19, 2007 Filed Jul 23, 2007 18:10 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 2,413 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-07-000290 · edgar.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,296 Underlying: COM.STK · 2,413 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.exercise_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. Read SEC document |
| July 19, 2007 Filed Jul 23, 2007 18:10 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 2,413 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-07-000290 · edgar.xml · derivative · entry 3 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,883 Underlying: COM.STK · 2,413 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.exercise_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: The reporting person elected to defer settlement of his/her grant of Restricted Stock Units until the termination of his/her service to the Intel Corporation Board of Directors. Read SEC document |
| June 30, 2007 Filed Jan 25, 2007 22:48 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Share Units · Derivative | 1,010 | $18.95 Strike: $0.00 | $19,139.50 |
DisclosureSEC source: 0000050863-07-000079 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,625 Underlying: CMN.STK · 1,010 shares Expires not disclosed F1 · derivative.exercise_price: The conversion rate is 1-of-1 F2 · kind: The reporting person acquired 1,010 phantom share units under the Intel Corporation Deferral Plan for Outside Directors on 6/30/06. F3 · derivative.exercise_date: Date Excercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F3 · derivative.expiration_date: Date Excercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.underlying_shares: The reporting person acquired 1,010 phantom share units under the Intel Corporation Deferral Plan for Outside Directors on 6/30/06. F4 · balance_after: Ambassador Barshefsky acquired the phantom share units under the Intel Corporation Deferral Plan for Outside Directors. Ambassador Barshefsky also holds 39,000 options with the right to buy Intel Corporation common stock and 8,470 restricted stock units. Read SEC document |
| June 29, 2007 Filed Jul 3, 2007 18:41 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 321.96 | $62.12 | $19,999.83 |
DisclosureSEC source: 0001127602-07-002864 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,118.323 Underlying: Common Stock · 321.96 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Company?s Deferred Compensation Plan for Directors and Advisors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes share equivalent units acquired pursuant to a dividend reinvestment feature of the Company?s Deferred Compensation Plan for Directors and Advisors and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| April 23, 2007 Filed Apr 25, 2007 19:20 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-07-001561 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,750.093 Underlying: Common Stock · 3,400 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · shares: The reported Share Equivalent Units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes share equivalent units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 30, 2007 Filed Apr 3, 2007 18:53 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 353.319 | $56.61 Strike: $0.00 | $19,999.98 |
DisclosureSEC source: 0001127602-07-001330 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,350.093 Underlying: Common Stock · 353.319 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · shares: The reported share equivalent units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F4 · balance_after: Includes share equivalent units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| January 23, 2007 Filed Jan 25, 2007 22:47 UTC | INTEL CORP INTC · Entity 2799 | GrantCOMMON | 3,300 | $20.82 | $68,706.00 |
DisclosureSEC source: 0000050863-07-000078 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 6,400 Read SEC document |
| January 23, 2007 Filed Sep 21, 2007 20:10 UTC Amendment | INTEL CORP INTC · Entity 2799 | PurchaseCOMMON | 3,300 | $20.82 | $68,706.00 |
DisclosureSEC source: 0000050863-07-000329 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 6,400 F1 · kind: The transaction code reflected in this person's original Form 4 was incorrect. Read SEC document |
| December 29, 2006 Filed Jan 3, 2007 18:43 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 325.71 | $61.41 Strike: $0.00 | $20,000.22 |
DisclosureSEC source: 0001127602-07-000008 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,948.081 Underlying: Common Stock · 325.71 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · shares: The reported share equivalent units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F4 · balance_after: Includes share equivalent units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| December 29, 2006 Filed Jan 3, 2007 23:00 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Share Units · Derivative | 953.028 | $20.25 Strike: $0.00 | $19,298.82 |
DisclosureSEC source: 0000050863-07-000003 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,550 Underlying: CMN. STK. · 953.028 shares Expires not disclosed F2 · derivative.exercise_price: The conversion rate is 1-of-1 F3 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date which is currently unknown. F3 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date which is currently unknown. F4 · balance_after: Ambassador Barshefsky holds 39,000 options with the right to buy Intel Corporation common stock Read SEC document |
| December 29, 2006 Filed Jan 25, 2007 22:46 UTC Amendment | INTEL CORP INTC · Entity 2799 | GrantPhantom Share Units · Derivative | 953.03 | $20.25 Strike: $0.00 | $19,298.86 |
DisclosureSEC source: 0000050863-07-000077 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,625 Underlying: CMN.STK · 953.03 shares Expires not disclosed F2 · derivative.exercise_price: The conversion rate is 1-of-1 F3 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F3 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F4 · balance_after: Ambassador Barshefsky holds 39,000 options with the right to buy Intel Corporation common stock and 8,470 restricted stock units. The phantom share units were acquired under the Intel Corporation Deferral Plan for Outside Directors. The total number of phantom share units in the reporting person's original Form 4 was incorrect. Read SEC document |
| November 20, 2006 Filed Nov 21, 2006 18:28 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | PurchaseCommon Stock | 1,600 | $59.48 | $95,168.00 |
DisclosureSEC source: 0001127602-06-002711 · form4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,096.6004 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.