Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VERIZON COMMUNICATIONS INCVZ · Entity 116 | Director | March 08, 2019 | March 12, 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.
VERIZON COMMUNICATIONS INC
Report date March 08, 2019 · Filed March 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectBy Deferred Compensation Plan | 3,096 |
Reported balance
After 2019-03-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-08 · Grant · Acquired 3,096 · Balance 3,096 F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GENERAL ELECTRIC CO
Report date January 02, 2018 · Filed January 03, 2018
Section 16 reporting ended · disclosed 2018-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Fee Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,829 |
Reported balance
After 2018-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-01-02 · Grant · Acquired 4,039 · Balance 17,829 F1: Acquired at a price of $17.64 per unit pursuant to the terms of the 2007 Long-Term Incentive Plan. Payable beginning one year after termination of service as a director. F2: Each unit of phantom stock is the economic equivalent of one share of common stock. F3: Payable beginning one year after termination of service as a director (i.e., December 8, 2018). |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired at a price of $17.64 per unit pursuant to the terms of the 2007 Long-Term Incentive Plan. Payable beginning one year after termination of service as a director.
F2: Each unit of phantom stock is the economic equivalent of one share of common stock.
F3: Payable beginning one year after termination of service as a director (i.e., December 8, 2018).
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 13, 2007 Filed Jul 16, 2007 20:28 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 32 | $41.76 | $1,336.32 |
DisclosureSEC source: 0001233402-07-000249 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,113 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 14 shares in Savings Plan. Read SEC document |
| June 29, 2007 Filed Jul 2, 2007 16:13 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 32 | $41.17 | $1,317.44 |
DisclosureSEC source: 0001233402-07-000235 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,081 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 14 shares in Savings Plan. Read SEC document |
| June 15, 2007 Filed Jun 18, 2007 20:22 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 31 | $42.99 | $1,332.69 |
DisclosureSEC source: 0001233402-07-000221 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,049 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 14 shares in Savings Plan. Read SEC document |
| June 01, 2007 Filed Jun 4, 2007 20:02 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 31 | $43.01 | $1,333.31 |
DisclosureSEC source: 0001233402-07-000207 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,018 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 14 shares in Savings Plan. Read SEC document |
| May 18, 2007 Filed May 21, 2007 21:17 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 31 | $42.59 | $1,320.29 |
DisclosureSEC source: 0001233402-07-000193 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 1,987 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 14 shares in Savings Plan. Read SEC document |
| May 04, 2007 Filed May 7, 2007 20:49 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 33 | $40.66 | $1,341.78 |
DisclosureSEC source: 0001233402-07-000176 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 1,956 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 14 shares in Savings Plan. Read SEC document |
| April 20, 2007 Filed Apr 23, 2007 20:40 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 35 | $37.91 | $1,326.85 |
DisclosureSEC source: 0001233402-07-000161 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 1,904 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 14 shares in Savings Plan. Read SEC document |
| April 06, 2007 Filed Apr 9, 2007 21:53 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 35 | $38.00 | $1,330.00 |
DisclosureSEC source: 0001233402-07-000147 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 1,869 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 14 shares in Savings Plan. Read SEC document |
| March 23, 2007 Filed Mar 26, 2007 20:31 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 35 | $38.12 | $1,334.20 |
DisclosureSEC source: 0001233402-07-000133 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 1,834 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 14 shares in Savings Plan. Read SEC document |
| March 09, 2007 Filed Mar 12, 2007 19:32 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 36 | $36.45 | $1,312.20 |
DisclosureSEC source: 0001233402-07-000118 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 1,799 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 14 shares in Savings Plan. Read SEC document |
| February 23, 2007 Filed Feb 26, 2007 20:20 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 1,666 | $38.41 | $63,991.06 |
DisclosureSEC source: 0001233402-07-000104 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 1,763 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 14 shares in Savings Plan. Read SEC document |
| February 09, 2007 Filed Feb 12, 2007 22:47 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 35 | $37.70 | $1,319.50 |
DisclosureSEC source: 0001233402-07-000089 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 97 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs; and as reported on Form 4 dated 02/01/2007: 66,320 in 2007 PSUs; 44,220 in 2007 RSUs; and 536 shares in Savings Plan. Read SEC document |
| February 01, 2007 Filed Feb 5, 2007 19:58 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 44,220 | $38.00 | $1,680,360.00 |
DisclosureSEC source: 0001233402-07-000074 · edgar.xml · nonDerivative · entry 2 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Units (RSUs) Disclosed balance after: 44,220 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs. 536 shares are held in the Savings Plan and as reported on Form 4 dated 01/26/2007: 62 in Deferred Compensation. F3 · ownership.nature: The 2007 restricted stock units (RSUs) will vest on 12/31/2009. Read SEC document |
| February 01, 2007 Filed Feb 5, 2007 19:58 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 66,320 | $38.00 | $2,520,160.00 |
DisclosureSEC source: 0001233402-07-000074 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Performance Stock Units (PSUs) Disclosed balance after: 66,320 F2 · ownership.nature: The 2007 performance stock units (PSUs) will vest on 12/31/2009 subject to the attainment of specific performance measures. Read SEC document |
| January 26, 2007 Filed Jan 29, 2007 21:08 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 31 | $37.83 | $1,172.73 |
DisclosureSEC source: 0001233402-07-000042 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 62 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs. Read SEC document |
| January 12, 2007 Filed Jan 17, 2007 19:36 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 31 | $37.33 | $1,157.23 |
DisclosureSEC source: 0001233402-07-000025 · edgar.xml · nonDerivative · entry 1 McAdam Lowell C · CIK 0001385260 · EVP and Pres. & CEO - VZW JV 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 31 F1 · balance_after: In addition, as reported on Form 3 dated 01/01/2007, 12,655 shares are held directly and the following securities are also held indirectly: 57,694 in 2005 PSUs; 75,077 in 2006 PSUs; 38,459 in 2005 RSUs; and 50,048 in 2006 RSUs. 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.