Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Vice Pres. and Comptroller | 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 | 59,500 |
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 59,500 · Balance 59,500 F1: 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: 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 01:10 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 59,500 | $0.00 Strike: $103.71 | $0.00 |
DisclosureSEC source: 0001127602-15-003545 · form4.xml · derivative · entry 1 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,500 Underlying: Common Stock · 59,500 shares Expires 2025-01-28 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 29, 2014 Filed Jan 31, 2014 17:54 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 31,000 | $0.00 Strike: $116.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003621 · form4.xml · derivative · entry 1 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,000 Underlying: Common Stock · 31,000 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 |
| May 01, 2013 Filed May 2, 2013 22:43 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 38,000 | $0.00 Strike: $73.70 | $0.00 |
DisclosureSEC source: 0001127602-13-015346 · form4.xml · derivative · entry 4 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 38,000 shares Expires 2020-01-27 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 01/27/2010. 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 |
| May 01, 2013 Filed May 2, 2013 22:43 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 38,000 | $121.43 | $4,614,461.60 |
DisclosureSEC source: 0001127602-13-015346 · form4.xml · nonDerivative · entry 2 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 F1 · price: This transaction was executed in multiple trades at prices ranging from $121.29 to $121.54. The price reported above reflects the weighted-average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 01, 2013 Filed May 2, 2013 22:43 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 38,000 | $73.70 | $2,800,600.00 |
DisclosureSEC source: 0001127602-13-015346 · form4.xml · nonDerivative · entry 1 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,468 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 |
| January 30, 2013 Filed Feb 2, 2013 00:54 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 37,000 | $0.00 Strike: $116.45 | $0.00 |
DisclosureSEC source: 0001127602-13-003661 · form4.xml · derivative · entry 1 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,000 Underlying: Common Stock · 37,000 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 |
| April 30, 2012 Filed May 1, 2012 20:41 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 36,000 | $0.00 Strike: $69.70 | $0.00 |
DisclosureSEC source: 0001127602-12-015186 · form4.xml · derivative · entry 4 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 shares Expires 2019-03-25 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 03/25/2009. 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 |
| April 30, 2012 Filed May 1, 2012 20:41 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 36,000 | $106.14 | $3,821,011.20 |
DisclosureSEC source: 0001127602-12-015186 · form4.xml · nonDerivative · entry 2 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 F1 · price: This transaction was executed in multiple trades priced between $106.02 and $106.24. The price reported above reflects the weighted-average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| April 30, 2012 Filed May 1, 2012 20:41 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 36,000 | $69.70 | $2,509,200.00 |
DisclosureSEC source: 0001127602-12-015186 · form4.xml · nonDerivative · entry 1 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,468 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 |
| January 25, 2012 Filed Jan 27, 2012 18:29 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 37,000 | $0.00 Strike: $107.73 | $0.00 |
DisclosureSEC source: 0001127602-12-002770 · form4.xml · derivative · entry 1 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,000 Underlying: Common Stock · 37,000 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 01, 2011 Filed Aug 2, 2011 21:51 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: 0001127602-11-022618 · form4.xml · derivative · entry 4 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 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 03/28/2007. 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 |
| August 01, 2011 Filed Aug 2, 2011 21:51 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 26,000 | $105.57 | $2,744,853.80 |
DisclosureSEC source: 0001127602-11-022618 · form4.xml · nonDerivative · entry 2 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 F1 · price: This transaction was executed in multiple trades priced between $105.51 and $105.69. The price reported above reflects the weighted-average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| August 01, 2011 Filed Aug 2, 2011 21:51 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 26,000 | $74.08 | $1,926,080.00 |
DisclosureSEC source: 0001127602-11-022618 · form4.xml · nonDerivative · entry 1 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,468 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 02, 2011 Filed Feb 3, 2011 23:45 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 6,667 | $0.00 Strike: $56.76 | $0.00 |
DisclosureSEC source: 0001127602-11-003815 · form4.xml · derivative · entry 4 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,667 shares Expires 2015-06-29 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 06/29/2005. 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 |
| February 02, 2011 Filed Feb 3, 2011 23:45 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 6,667 | $96.52 | $643,499.51 |
DisclosureSEC source: 0001127602-11-003815 · form4.xml · nonDerivative · entry 2 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 F1 · price: This transaction was executed in two trades priced at $96.52 and $96.53. The price reported above reflects the weighted-average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| February 02, 2011 Filed Feb 3, 2011 23:45 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 6,667 | $56.76 | $378,418.92 |
DisclosureSEC source: 0001127602-11-003815 · form4.xml · nonDerivative · entry 1 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,135 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 |
| January 26, 2011 Filed Jan 27, 2011 20:39 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 53,000 | $0.00 Strike: $94.64 | $0.00 |
DisclosureSEC source: 0001127602-11-002494 · form4.xml · derivative · entry 1 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,000 Underlying: Common Stock · 53,000 shares Expires 2021-01-26 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 |
| November 12, 2010 Filed Nov 15, 2010 23:48 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $56.63 | $0.00 |
DisclosureSEC source: 0001127602-10-027953 · form4.xml · derivative · entry 4 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2016-03-23 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_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 |
| November 12, 2010 Filed Nov 15, 2010 23:48 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 18,000 | $85.22 | $1,533,960.00 |
DisclosureSEC source: 0001127602-10-027953 · form4.xml · nonDerivative · entry 2 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 F1 · price: This transaction was executed in multiple trades priced between $85.18 and $85.28. The price reported above reflects the weighted-average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| November 12, 2010 Filed Nov 15, 2010 23:48 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 18,000 | $56.63 | $1,019,340.00 |
DisclosureSEC source: 0001127602-10-027953 · form4.xml · nonDerivative · entry 1 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,468 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 |
| November 01, 2010 Filed Nov 3, 2010 21:58 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 271 | $81.45 | $22,072.95 |
DisclosureSEC source: 0001127602-10-026862 · form4.xml · nonDerivative · entry 1 Foehr Matthew J. · CIK 0001487959 · Vice Pres. and Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 F1 · balance_after: This number includes dividend equivalent accruals (13 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.