Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAM RESEARCH CORPLRCX · Entity 1467 | Director | November 07, 2014 | November 12, 2014 |
| PAYCHEX INCPAYX · Entity 249 | Director | July 26, 2018 | July 26, 2018 |
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.
LAM RESEARCH CORP
Report date November 07, 2014 · Filed November 12, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,638 |
Reported balance
After 2014-11-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2014-11-07 · Grant · Acquired 2,400 · Balance 87,638 F1: Amount reported includes shares subject to unvested Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Amount reported includes shares subject to unvested Restricted Stock Units.
PAYCHEX INC
Report date July 26, 2018 · Filed July 26, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,800 |
Ending reported balance
After 2018-07-26 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2018-07-26 · Exercise / conversion · Acquired 7,686 · Balance 43,185 Row 2 · 2018-07-26 · Sale · Disposed 2,793 · Balance 40,392 Row 3 · 2018-07-26 · Exercise / conversion · Acquired 11,468 · Balance 51,860 Row 4 · 2018-07-26 · Sale · Disposed 5,060 · Balance 46,800 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $26.02 · Expires 2020-07-06 | Direct | 0 |
Reported balance
After 2018-07-26 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-07-26 · Exercise / conversion · Disposed 7,686 · Balance 0 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $31.63 · Expires 2021-07-06 | Direct | 0 |
Reported balance
After 2018-07-26 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-07-26 · Exercise / conversion · Disposed 11,468 · Balance 0 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $31.50 · Expires 2022-07-11 | Direct | 15,052 |
Reported balance
Holding disclosure · report date 2018-07-26 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 15,052 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $38.89 · Expires 2023-07-10 | Direct | 12,156 |
Reported balance
Holding disclosure · report date 2018-07-26 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 12,156 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $41.70 · Expires 2024-07-08 | Direct | 10,850 |
Reported balance
Holding disclosure · report date 2018-07-26 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 10,850 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $47.43 · Expires 2025-07-08 | Direct | 11,489 |
Reported balance
Holding disclosure · report date 2018-07-26 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 11,489 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $60.59 · Expires 2026-07-06 | Direct | 10,220 |
Reported balance
Holding disclosure · report date 2018-07-26 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 10,220 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $57.20 · Expires 2027-07-12 | Direct | 9,615 |
Reported balance
Holding disclosure · report date 2018-07-26 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 9,615 |
| Common StockSEC Table I · non-derivative | IndirectInman Family Partners, LLC Sub-Fund 1 | 43,000 |
Reported balance
Holding disclosure · report date 2018-07-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 43,000 |
| Common StockSEC Table I · non-derivative | IndirectInman Living Trust | 93,949 |
Reported balance
Holding disclosure · report date 2018-07-26 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 93,949 |
| Common StockSEC Table I · non-derivative | IndirectIRA | 40,000 |
Reported balance
Holding disclosure · report date 2018-07-26 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 40,000 |
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 |
|---|---|---|---|---|---|---|
| May 04, 2006 Filed May 5, 2006 22:18 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | SaleCommon Stock | 18,000 | $52.93 | $952,799.40 |
DisclosureSEC source: 0001181545-06-000002 · primary_doc.xml · nonDerivative · entry 4 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,750 Read SEC document |
| May 04, 2006 Filed May 5, 2006 22:18 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | ConversionCommon Stock | 18,000 | $6.00 | $108,000.00 |
DisclosureSEC source: 0001181545-06-000002 · primary_doc.xml · nonDerivative · entry 3 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 |
| May 04, 2006 Filed May 5, 2006 22:18 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | SaleCommon Stock | 18,000 | $52.93 | $952,799.40 |
DisclosureSEC source: 0001181545-06-000002 · primary_doc.xml · nonDerivative · entry 2 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 04, 2006 Filed May 5, 2006 22:18 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | ConversionCommon Stock | 18,000 | $9.96 | $179,249.40 |
DisclosureSEC source: 0001181545-06-000002 · primary_doc.xml · nonDerivative · entry 1 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 31, 2006 Filed Feb 2, 2006 23:45 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181545-06-000001 · primary_doc.xml · derivative · entry 1 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LRCX common stock. F2 · derivative.expiration_date: Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in any event, within the period ending on the later to occur of the date that is 2-1/2 months from the end of (i) the reporting person's tax year that includes the vesting date, or (ii) Lam Research Corporation's tax year that includes the vesting date. Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 00:02 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | Exercise / conversionStock Option (right to buy) · Derivative | 18,000 | $15.00 Strike: $15.00 | $270,000.00 |
DisclosureSEC source: 0001181545-05-000001 · primary_doc.xml · derivative · entry 4 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,000 Underlying: Common Stock · 18,000 shares Expires 2006-01-02 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 16, 2005 Filed Feb 18, 2005 00:02 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | SaleCommon Stock | 12,500 | $30.25 | $378,125.00 |
DisclosureSEC source: 0001181545-05-000001 · primary_doc.xml · nonDerivative · entry 3 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,750 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 00:02 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | SaleCommon Stock | 5,500 | $30.00 | $165,000.00 |
DisclosureSEC source: 0001181545-05-000001 · primary_doc.xml · nonDerivative · entry 2 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 16, 2005 Filed Feb 18, 2005 00:02 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | ConversionCommon Stock | 18,000 | $15.00 | $270,000.00 |
DisclosureSEC source: 0001181545-05-000001 · primary_doc.xml · nonDerivative · entry 1 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 |
| December 17, 2004 Filed Dec 20, 2004 20:41 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | GrantStock Option (right to buy) · Derivative | 15,000 | $29.06 Strike: $29.06 | $435,900.00 |
DisclosureSEC source: 0001181545-04-000004 · primary_doc.xml · derivative · entry 1 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,000 Underlying: Common Stock · 15,000 shares Expires 2014-12-17 F1 · derivative.exercise_date: Option is 100% vested upon grant. Read SEC document |
| December 03, 2004 Filed Dec 7, 2004 23:50 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | SaleCommon Stock | 25,749 | $29.26 | $753,415.74 |
DisclosureSEC source: 0001181545-04-000003 · primary_doc.xml · nonDerivative · entry 1 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,750 Read SEC document |
| September 08, 2003 Filed Sep 9, 2003 19:33 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | Exercise / conversionStock Option (right to buy) · Derivative | 18,000 | $9.23 Strike: $9.23 | $166,140.00 |
DisclosureSEC source: 0001181545-03-000001 · primary_doc.xml · derivative · entry 5 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 18,000 shares Expires 2007-01-02 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 08, 2003 Filed Sep 9, 2003 19:33 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 18,000 | $12.21 Strike: $12.21 | $219,780.00 |
DisclosureSEC source: 0001181545-03-000001 · primary_doc.xml · derivative · entry 4 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2005-01-03 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 08, 2003 Filed Sep 9, 2003 19:33 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | SaleCommon Stock | 36,000 | $26.44 | $951,840.00 |
DisclosureSEC source: 0001181545-03-000001 · primary_doc.xml · nonDerivative · entry 3 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,499 Read SEC document |
| September 08, 2003 Filed Sep 9, 2003 19:33 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | ConversionCommon Stock | 18,000 | $9.23 | $166,140.00 |
DisclosureSEC source: 0001181545-03-000001 · primary_doc.xml · nonDerivative · entry 2 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 08, 2003 Filed Sep 9, 2003 19:33 UTC | LAM RESEARCH CORP LRCX · Entity 1467 | ConversionCommon Stock | 18,000 | $12.21 | $219,780.00 |
DisclosureSEC source: 0001181545-03-000001 · primary_doc.xml · nonDerivative · entry 1 INMAN GRANT M · CIK 0001181545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.