Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baker Hughes CoBHGE · Entity 2993 | Director | July 03, 2017 | July 03, 2017 |
| Bloom Energy CorpBE · Entity 2659 | Director | September 30, 2026 | October 03, 2026 |
| HENNESSY CAPITAL INVESTMENT CORP. VHCICU · Entity 143773 | Director | January 14, 2021 | January 15, 2021 |
| TWILIO INCTWLO · Entity 3109 | Director | September 15, 2026 | September 17, 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.
Baker Hughes Co
Report date July 03, 2017 · Filed July 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2017-07-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,000 |
Bloom Energy Corp
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 201,324 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 81 · Balance 201,324 F1: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan.
HENNESSY CAPITAL INVESTMENT CORP. V
Report date January 14, 2021 · Filed January 15, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-01-14 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the registrant's registration statement on Form S-1 (File No. 333-251609) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. F2: The reporting person also has pecuniary interests in shares of Class B common stock through his membership interest in Hennessy Capital Partners V LLC, over which the reporting person does not have voting or dispositive control. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registrant's registration statement on Form S-1 (File No. 333-251609) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.
F2: The reporting person also has pecuniary interests in shares of Class B common stock through his membership interest in Hennessy Capital Partners V LLC, over which the reporting person does not have voting or dispositive control.
TWILIO INC
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,463 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 352 · Balance 1,463 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 33,411 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 33,411 F2: These shares are held by the Jeffrey R. Immelt February 2026 Twilio GRAT, dated March 4, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.
F2: These shares are held by the Jeffrey R. Immelt February 2026 Twilio GRAT, dated March 4, 2026.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ATHENAHEALTH INC
Report date February 11, 2019 · Filed February 13, 2019
Section 16 reporting ended · disclosed 2019-02-13. 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 2019-02-11 transaction · row 1
1 source rowRow 1 · 2019-02-11 · Disposition to issuer · Disposed 18,762 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of November 11, 2018, among athenahealth, Inc. (the "Company"), May Holding Corp., and May Merger Sub Inc. (the "Merger Agreement"), on February 11, 2019, each share of athenahealth common stock, par value $0.01 ("Common Stock") issued and outstanding immediately prior to the Effective Time (as defined in the Merger Agreement) and not otherwise excluded pursuant to the terms of the Merger Agreement, was converted into the right to receive $135.00 per share in cash (the "Merger Consideration"), subject to any required withholding taxes. F2: 3,044 of these securities represent shares of Common Stock underlying athenahealth restricted stock unit ("RSU") awards subject to time-based vesting. Pursuant to the Merger Agreement, on February 11, 2019, unvested RSUs outstanding immediately prior to the Effective Time were canceled and converted into the right to receive the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of November 11, 2018, among athenahealth, Inc. (the "Company"), May Holding Corp., and May Merger Sub Inc. (the "Merger Agreement"), on February 11, 2019, each share of athenahealth common stock, par value $0.01 ("Common Stock") issued and outstanding immediately prior to the Effective Time (as defined in the Merger Agreement) and not otherwise excluded pursuant to the terms of the Merger Agreement, was converted into the right to receive $135.00 per share in cash (the "Merger Consideration"), subject to any required withholding taxes.
F2: 3,044 of these securities represent shares of Common Stock underlying athenahealth restricted stock unit ("RSU") awards subject to time-based vesting. Pursuant to the Merger Agreement, on February 11, 2019, unvested RSUs outstanding immediately prior to the Effective Time were canceled and converted into the right to receive the Merger Consideration.
Desktop Metal, Inc.
Report date April 02, 2025 · Filed April 04, 2025
Section 16 reporting ended · disclosed 2025-04-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-04-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-04-02 · Exercise / conversion · Acquired 28,571 · Balance 46,514 F1: The non-employee directors' restricted stock units that were outstanding immediately prior to the consummation of the merger were vested, converted into the Issuer's Class A Common Stock, cancelled and converted into the right to receive the Per Share Merger Consideration. Row 2 · 2025-04-02 · Disposition to issuer · Disposed 46,514 · Balance 0 F2: Pursuant to the Agreement and Plan of Merger, dated as of July 2, 2024 (the "Merger Agreement"), by and among Desktop Metal, Inc. (the "Issuer"), Nano Dimension Ltd., an Israeli company ("Nano"), and Nano US I, Inc., a Delaware corporation and an indirect wholly owned subsidiary of Nano ("Merger Sub"), on April 2, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as an indirect wholly owned subsidiary of Nano. At the Effective Time, each outstanding share of Class A Common Stock was cancelled and converted into the right to receive $5.295 in cash, without interest (the "Per Share Merger Consideration"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-02 · Exercise / conversion · Disposed 28,571 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one shares of the Issuer's Class A Common Stock. F1: The non-employee directors' restricted stock units that were outstanding immediately prior to the consummation of the merger were vested, converted into the Issuer's Class A Common Stock, cancelled and converted into the right to receive the Per Share Merger Consideration. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $24.57 · Expires 2028-05-10 | Direct | 0 |
Reported balance
After 2025-04-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-04-02 · Disposition to issuer · Disposed 39,078 · Balance 0 F4: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option was cancelled and converted into the right to receive an amount of cash equal to the product of (i) the excess of the Per Share Merger Consideration over the per share exercise price of such option, multiplied by (ii) the number of shares of common stock subject to the vested portion of the option immediately prior to the Effective Time, without interest and less applicable tax withholdings. Any options that have a per share exercise price equal to or exceeding the Per Share Merger Consideration were cancelled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: The non-employee directors' restricted stock units that were outstanding immediately prior to the consummation of the merger were vested, converted into the Issuer's Class A Common Stock, cancelled and converted into the right to receive the Per Share Merger Consideration.
F2: Pursuant to the Agreement and Plan of Merger, dated as of July 2, 2024 (the "Merger Agreement"), by and among Desktop Metal, Inc. (the "Issuer"), Nano Dimension Ltd., an Israeli company ("Nano"), and Nano US I, Inc., a Delaware corporation and an indirect wholly owned subsidiary of Nano ("Merger Sub"), on April 2, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as an indirect wholly owned subsidiary of Nano. At the Effective Time, each outstanding share of Class A Common Stock was cancelled and converted into the right to receive $5.295 in cash, without interest (the "Per Share Merger Consideration").
F3: Each restricted stock unit represents a contingent right to receive one shares of the Issuer's Class A Common Stock.
F4: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option was cancelled and converted into the right to receive an amount of cash equal to the product of (i) the excess of the Per Share Merger Consideration over the per share exercise price of such option, multiplied by (ii) the number of shares of common stock subject to the vested portion of the option immediately prior to the Effective Time, without interest and less applicable tax withholdings. Any options that have a per share exercise price equal to or exceeding the Per Share Merger Consideration were cancelled for no consideration.
GENERAL ELECTRIC CO
Report date May 15, 2017 · Filed May 15, 2017
Section 16 reporting ended · disclosed 2006-08-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,573,926 |
Ending reported balance
After 2017-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-15 · Purchase · Acquired 88,000 · Balance 2,561,926 F1: All transactions reported on this Form 4 were conducted by a broker through a systematic internalizer. Row 2 · 2017-05-15 · Purchase · Acquired 12,000 · Balance 2,573,926 |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) | 33,052 |
Reported balance
Holding disclosure · report date 2017-05-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 33,052 |
| Common StockSEC Table I · non-derivative | Indirectby family trust | 618 |
Reported balance
Holding disclosure · report date 2017-05-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 618 |
Filing footnotes · ownership attribution and instrument terms
F1: All transactions reported on this Form 4 were conducted by a broker through a systematic internalizer.
NeueHealth, Inc.
Report date October 02, 2025 · Filed October 06, 2025
Section 16 reporting ended · disclosed 2025-10-06. 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 2025-10-02 transaction · row 1
1 source rowRow 1 · 2025-10-02 · Disposition to issuer · Disposed 23,918 · Balance 0 F1: On October 2, 2025, NH Holdings 2025, Inc. ("Parent"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Parent and NH Holdings Acquisition 2025, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), dated as of December 23, 2024 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). Parent and Merger Sub are indirectly controlled by private investment funds affiliated with New Enterprise Associates, Inc. F2: Pursuant to the Rollover Agreement, dated as of September 23, 2025 (the "Rollover Agreement"), entered into by and among NH Holdings 2025 SPV, L.P. ("Holdings"), NH Holdings 2025, Inc., NH Holdings Acquisition 2025, Inc. and the Reporting Person, the Reporting Person contributed its shares of Issuer common stock, Series A Convertible Perpetual Preferred Stock ("Series A Preferred Stock") and Series B Convertible Perpetual Preferred Stock ("Series B Preferred Stock") to Holdings in exchange for Holdings common units, series A preferred units and series B preferred units on a one for one basis in accordance with the Rollover Agreement, and effective as of the effective time of the Merger (the "Effective Time"). |
Filing footnotes · ownership attribution and instrument terms
F1: On October 2, 2025, NH Holdings 2025, Inc. ("Parent"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Parent and NH Holdings Acquisition 2025, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), dated as of December 23, 2024 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). Parent and Merger Sub are indirectly controlled by private investment funds affiliated with New Enterprise Associates, Inc.
F2: Pursuant to the Rollover Agreement, dated as of September 23, 2025 (the "Rollover Agreement"), entered into by and among NH Holdings 2025 SPV, L.P. ("Holdings"), NH Holdings 2025, Inc., NH Holdings Acquisition 2025, Inc. and the Reporting Person, the Reporting Person contributed its shares of Issuer common stock, Series A Convertible Perpetual Preferred Stock ("Series A Preferred Stock") and Series B Convertible Perpetual Preferred Stock ("Series B Preferred Stock") to Holdings in exchange for Holdings common units, series A preferred units and series B preferred units on a one for one basis in accordance with the Rollover Agreement, and effective as of the effective time of the Merger (the "Effective Time").
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 |
|---|---|---|---|---|---|---|
| June 26, 2005 Filed Jun 28, 2005 21:05 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 56,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-05-000105 · edgar.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 782,372 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 |
| June 24, 2005 Filed Jun 24, 2005 18:38 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 15,000 | $34.75 | $521,250.00 |
DisclosureSEC source: 0001231205-05-000095 · edgar.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 726,122 Read SEC document |
| June 02, 2005 Filed Feb 15, 2006 01:23 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-06-000031 · edgar.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807,703 Read SEC document |
| February 18, 2005 Filed Feb 22, 2005 22:00 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantPhantom Stock Units · Derivative | 4,845 | $35.81 | $173,499.45 |
DisclosureSEC source: 0001231205-05-000045 · edgar.xml · derivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,711 Underlying: Common Stock · 4,845 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. F2 · derivative.expiration_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 6,500 | $36.25 | $235,625.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 15 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 711,122 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 1,750 | $36.24 | $63,420.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 14 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 704,622 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 800 | $36.23 | $28,984.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 13 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,872 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 2,000 | $36.22 | $72,440.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 12 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,072 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 1,000 | $36.21 | $36,210.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 11 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,072 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 1,000 | $36.20 | $36,200.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 10 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699,072 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 3,000 | $36.18 | $108,540.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 9 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 698,072 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 1,000 | $36.17 | $36,170.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 8 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 695,072 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 1,000 | $36.16 | $36,160.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 7 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694,072 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 2,000 | $36.14 | $72,280.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 6 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693,072 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 1,000 | $36.13 | $36,130.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 5 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 691,072 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 1,500 | $36.12 | $54,180.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 4 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,072 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 2,000 | $36.10 | $72,200.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 3 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 688,572 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 1,500 | $36.09 | $54,135.00 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 686,572 Read SEC document |
| February 07, 2005 Filed Feb 7, 2005 21:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | PurchaseCommon Stock | 1,540 | $36.08 | $55,563.20 |
DisclosureSEC source: 0001231205-05-000026 · edgar.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,072 Read SEC document |
| October 28, 2004 Filed Nov 1, 2004 20:50 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-04-000198 · edgar.xml · derivative · entry 4 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 4,000 shares Expires 2004-10-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis Read SEC document |
| October 28, 2004 Filed Nov 1, 2004 20:50 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 1,738 | $33.93 | $58,970.34 |
DisclosureSEC source: 0001231205-04-000198 · edgar.xml · nonDerivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683,532 Read SEC document |
| October 28, 2004 Filed Nov 1, 2004 20:50 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-04-000198 · edgar.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,270 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 |
| September 01, 2004 Filed Sep 1, 2004 19:29 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 75,000 | $0.00 Strike: $8.50 | $0.00 |
DisclosureSEC source: 0001231205-04-000141 · edgar.xml · derivative · entry 4 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2004-09-16 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 |
| September 01, 2004 Filed Sep 1, 2004 19:29 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | SaleCommon Stock | 44,025 | $32.81 | $1,444,460.25 |
DisclosureSEC source: 0001231205-04-000141 · edgar.xml · nonDerivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 681,270 Read SEC document |
| September 01, 2004 Filed Sep 1, 2004 19:29 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 75,000 | $8.50 | $637,500.00 |
DisclosureSEC source: 0001231205-04-000141 · edgar.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 725,295 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 |
| August 20, 2004 Filed Aug 20, 2004 18:40 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 75,000 | $0.00 Strike: $8.50 | $0.00 |
DisclosureSEC source: 0001231205-04-000138 · edgar.xml · derivative · entry 4 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2004-09-16 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 |
| August 20, 2004 Filed Aug 20, 2004 18:40 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | SaleCommon Stock | 44,072 | $32.60 | $1,436,747.20 |
DisclosureSEC source: 0001231205-04-000138 · edgar.xml · nonDerivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650,295 Read SEC document |
| August 20, 2004 Filed Aug 20, 2004 18:40 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 75,000 | $8.50 | $637,500.00 |
DisclosureSEC source: 0001231205-04-000138 · edgar.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694,367 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 20, 2004 Filed Feb 24, 2004 20:39 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantPhantom Stock Units · Derivative | 4,986 | $33.35 | $166,283.10 |
DisclosureSEC source: 0001231205-04-000060 · edgar.xml · derivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,495 Underlying: Common Stock · 4,986 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. F2 · derivative.expiration_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. Read SEC document |
| November 24, 2003 Filed Nov 26, 2003 21:00 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000137 · edgar.xml · derivative · entry 4 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 75,000 shares Expires 2003-11-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis Read SEC document |
| November 24, 2003 Filed Nov 26, 2003 21:00 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 24,412 | $28.79 | $702,821.48 |
DisclosureSEC source: 0001231205-03-000137 · edgar.xml · nonDerivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,367 Read SEC document |
| November 24, 2003 Filed Nov 26, 2003 21:00 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000137 · edgar.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643,779 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 |
| October 28, 2003 Filed Oct 30, 2003 23:48 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000132 · edgar.xml · derivative · entry 4 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Underlying: Common Stock · 4,000 shares Expires 2003-10-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis Read SEC document |
| October 28, 2003 Filed Oct 30, 2003 23:48 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 1,298 | $28.43 | $36,902.14 |
DisclosureSEC source: 0001231205-03-000132 · edgar.xml · nonDerivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,779 Read SEC document |
| October 28, 2003 Filed Oct 30, 2003 23:48 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000132 · edgar.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570,077 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 |
| September 09, 2003 Filed Sep 11, 2003 14:03 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 96,000 | $0.00 Strike: $8.05 | $0.00 |
DisclosureSEC source: 0001231205-03-000077 · edgar.xml · derivative · entry 4 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 96,000 shares Expires 2003-09-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 09, 2003 Filed Sep 11, 2003 14:03 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | SaleCommon Stock | 47,836 | $31.18 | $1,491,526.48 |
DisclosureSEC source: 0001231205-03-000077 · edgar.xml · nonDerivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 566,077 Read SEC document |
| September 09, 2003 Filed Sep 11, 2003 14:03 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 96,000 | $8.05 | $772,800.00 |
DisclosureSEC source: 0001231205-03-000077 · edgar.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613,913 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 29, 2003 Filed Jul 31, 2003 20:34 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionStock Appreciation Right · Derivative | 96,000 | $0.00 Strike: $8.05 | $0.00 |
DisclosureSEC source: 0001231205-03-000063 · edgar.xml · derivative · entry 5 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 96,000 shares Expires 2003-09-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 29, 2003 Filed Jul 31, 2003 20:34 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Disposition to issuerCommon Stock | 96,000 | $28.43 | $2,729,280.00 |
DisclosureSEC source: 0001231205-03-000063 · edgar.xml · nonDerivative · entry 3 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,913 F1 · security: Exercise of a cash-only stock appreciation right granted in 1993. The exercise did not involve the sale or other disposition of GE stock. Read SEC document |
| July 29, 2003 Filed Jul 31, 2003 20:34 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 96,000 | $8.05 | $772,992.00 |
DisclosureSEC source: 0001231205-03-000063 · edgar.xml · nonDerivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613,913 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 |
| April 16, 2003 Filed Jul 31, 2003 20:34 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GiftCommon Stock | 26,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000063 · edgar.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,913 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.