Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Executive Vice President | January 28, 2015 | January 31, 2015 |
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.
CHEVRON CORP
Report date January 28, 2015 · Filed January 31, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $103.71 · Expires 2025-01-28 | Direct | 86,300 |
Reported balance
After 2015-01-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2015-01-28 · Grant · Acquired 86,300 · Balance 86,300 F1: The reporting person will retire on January 31, 2015, and under the terms of the grant, the stock option award will be forfeited upon retirement. F2: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person will retire on January 31, 2015, and under the terms of the grant, the stock option award will be forfeited upon retirement.
F2: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant.
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 28, 2015 Filed Jan 31, 2015 01:25 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 86,300 | $0.00 Strike: $103.71 | $0.00 |
DisclosureSEC source: 0001127602-15-003557 · form4.xml · derivative · entry 1 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,300 Underlying: Common Stock · 86,300 shares Expires 2025-01-28 F1 · shares: The reporting person will retire on January 31, 2015, and under the terms of the grant, the stock option award will be forfeited upon retirement. F2 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. F1 · derivative.underlying_shares: The reporting person will retire on January 31, 2015, and under the terms of the grant, the stock option award will be forfeited upon retirement. F1 · balance_after: The reporting person will retire on January 31, 2015, and under the terms of the grant, the stock option award will be forfeited upon retirement. Read SEC document |
| January 29, 2014 Filed Jan 31, 2014 18:09 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 45,000 | $0.00 Strike: $116.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003643 · form4.xml · derivative · entry 1 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 45,000 shares Expires 2024-01-29 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| January 26, 2014 Filed Jan 28, 2014 19:12 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionPhantom Stock Units · Derivative | 5,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-14-003080 · form4.xml · derivative · entry 4 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,600 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. F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. On January 26, 2014, the reporting person's units vested and were settled in cash. F1 · price: Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. On January 26, 2014, the reporting person's units vested and were settled in cash. F1 · derivative.exercise_date: Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. On January 26, 2014, the reporting person's units vested and were settled in cash. F1 · derivative.expiration_date: Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. On January 26, 2014, the reporting person's units vested and were settled in cash. Read SEC document |
| January 26, 2014 Filed Jan 28, 2014 19:12 UTC | CHEVRON CORP CVX · Entity 2804 | Disposition to issuerCommon Stock | 5,600 | $116.29 | $651,224.00 |
DisclosureSEC source: 0001127602-14-003080 · form4.xml · nonDerivative · entry 2 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,068 F2 · balance_after: This number includes dividend equivalent accruals (16 shares). Read SEC document |
| January 26, 2014 Filed Jan 28, 2014 19:12 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 5,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-14-003080 · form4.xml · nonDerivative · entry 1 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,668 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each phantom stock unit is the economic equivalent of one share of Chevron Corporation common stock. On January 26, 2014, the reporting person's units vested and were settled in cash. Read SEC document |
| May 20, 2013 Filed May 22, 2013 19:42 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 26,000 | $0.00 Strike: $74.08 | $0.00 |
DisclosureSEC source: 0001127602-13-017841 · form4.xml · derivative · entry 4 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,000 shares Expires 2017-03-28 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. F3 · derivative.exercise_date: Option granted 3/28/2007. One-third of the shares subject to the option vested on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| May 20, 2013 Filed May 22, 2013 19:42 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 26,000 | $124.80 | $3,244,800.00 |
DisclosureSEC source: 0001127602-13-017841 · form4.xml · nonDerivative · entry 2 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052 Read SEC document |
| May 20, 2013 Filed May 22, 2013 19:42 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 26,000 | $74.08 | $1,926,080.00 |
DisclosureSEC source: 0001127602-13-017841 · form4.xml · nonDerivative · entry 1 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,052 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 · balance_after: This number includes dividend equivalent accruals (34 shares) from awards granted under the Chevron Long-Term Incentive Plan. Read SEC document |
| January 30, 2013 Filed Feb 2, 2013 00:43 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 54,000 | $0.00 Strike: $116.45 | $0.00 |
DisclosureSEC source: 0001127602-13-003657 · form4.xml · derivative · entry 1 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,000 Underlying: Common Stock · 54,000 shares Expires 2023-01-30 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| January 25, 2012 Filed Jan 27, 2012 18:40 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 57,000 | $0.00 Strike: $107.73 | $0.00 |
DisclosureSEC source: 0001127602-12-002782 · form4.xml · derivative · entry 1 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,000 Underlying: Common Stock · 57,000 shares Expires 2022-01-25 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| August 12, 2011 Filed Aug 16, 2011 21:55 UTC | CHEVRON CORP CVX · Entity 2804 | GrantPhantom Stock · Derivative | 1,728 | $95.97 | $165,836.16 |
DisclosureSEC source: 0001127602-11-023747 · form4.xml · derivative · entry 1 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,892 Underlying: Common Stock · 1,728 shares Expires not disclosed F1 · security: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable after retirement or other termination of service. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable after retirement or other termination of service. F1 · derivative.expiration_date: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable after retirement or other termination of service. F3 · balance_after: This number includes dividend equivalent accruals (122) under the Chevron Deferred Compensation Plan for Management Employees II. Read SEC document |
| June 27, 2011 Filed Jun 29, 2011 21:42 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 272 | $97.90 | $26,628.80 |
DisclosureSEC source: 0001127602-11-020067 · form4.xml · nonDerivative · entry 1 Zygocki Rhonda I. · CIK 0001513756 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,018 F1 · balance_after: This number includes dividend equivalent accruals (16 shares) from awards granted under the Chevron Long-Term Incentive Plan. 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.