Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENERAL ELECTRIC COGE · Entity 2813 | Director | April 01, 2016 | April 04, 2016 |
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.
GENERAL ELECTRIC CO
Report date April 01, 2016 · Filed April 04, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Fee Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 161,008 |
Reported balance
After 2016-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2016-04-01 · Grant · Acquired 1,342 · Balance 161,008 F1: Acquired at a price of $30.74 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired at a price of $30.74 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation 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.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Partners Group Private Equity Fund, LLC
Report date March 31, 2023 · Filed November 29, 2023
Section 16 reporting ended · disclosed 2023-11-29. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Partners Group Private Income Opportunities, LLC
Report date March 31, 2021 · Filed July 15, 2021
Section 16 reporting ended · disclosed 2021-07-15. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| January 02, 2004 Filed Jan 6, 2004 20:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 1,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-04-000015 · edgar.xml · derivative · entry 1 SWIERINGA ROBERT J · CIK 0001239465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,315 Underlying: Common Stock · 1,904 shares Expires not disclosed F1 · security: Acquired at a price of $30.33 pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as director. F2 · derivative.exercise_price: Security converts to common stock on a one-for-one basis F3 · derivative.exercise_date: Payable beginning one year after termination of service as director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as director. Read SEC document |
| October 01, 2003 Filed Oct 2, 2003 23:02 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 1,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000123 · edgar.xml · derivative · entry 1 SWIERINGA ROBERT J · CIK 0001239465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,341 Underlying: Common Stock · 1,853 shares Expires not disclosed F1 · security: Acquired at a price of $31.17 pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as director. F2 · derivative.exercise_price: Security converts to common stock on a one-for-one basis F3 · derivative.exercise_date: Payable beginning one year after termination of service as director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as director. Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 13:35 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 1,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000017 · edgar.xml · derivative · entry 1 SWIERINGA ROBERT J · CIK 0001239465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,432 Underlying: Common Stock · 1,740 shares Expires 1988-08-08 F1 · security: Acquired at a price of $30.03 pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as director. F2 · derivative.exercise_price: Security converts to common stock on a one-for-one basis F3 · derivative.exercise_date: Payable beginning one year after termination of service as director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as director. 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.