Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Executive Vice President | December 02, 2013 | December 04, 2013 |
| KBR, INC.KBR · Entity 3955 | Director | April 15, 2021 | April 19, 2021 |
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 December 02, 2013 · Filed December 04, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 5,749 |
Reported balance
After 2013-12-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2013-12-02 · Other · Acquired 5 · Balance 5,749 F1: The shares of Phantom Stock which are issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service. F2: 1-for-1. F3: This number includes dividend equivalent accruals (46) under the Chevron Deferred Compensation Plan for Management Employees II. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Phantom Stock which are issued under the Chevron Deferred Compensation Plan for Management Employees II become payable in common stock upon the reporting person's termination of service.
F2: 1-for-1.
F3: This number includes dividend equivalent accruals (46) under the Chevron Deferred Compensation Plan for Management Employees II.
KBR, INC.
Report date April 15, 2021 · Filed April 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,938 |
Reported balance
After 2021-04-15 transaction · row 1
1 source rowRow 1 · 2021-04-15 · Grant · Acquired 38 · Balance 54,938 F1: Shares acquired under dividend reinvestment in the Directors' deferred compensation plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired under dividend reinvestment in the Directors' deferred compensation plan.
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 |
|---|---|---|---|---|---|---|
| August 26, 2011 Filed Aug 30, 2011 21:36 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 0.892 | $96.83 | $86.37 |
DisclosureSEC source: 0001127602-11-024484 · form4.xml · derivative · entry 1 Blackwell James R. · CIK 0001513754 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,268.892 Underlying: Common Stock · 0.892 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 in common stock upon the reporting person's 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 in common stock upon the reporting person's 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 in common stock upon the reporting person's termination of service. Read SEC document |
| August 09, 2011 Filed Aug 10, 2011 23:42 UTC | CHEVRON CORP CVX · Entity 2804 | GrantPhantom Stock · Derivative | 600 | $93.43 | $56,058.00 |
DisclosureSEC source: 0001127602-11-023297 · form4.xml · derivative · entry 5 Blackwell James R. · CIK 0001513754 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,268 Underlying: Common Stock · 600 shares Expires not disclosed F3 · security: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's termination of service. F4 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's termination of service. F3 · derivative.expiration_date: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's termination of service. Read SEC document |
| August 09, 2011 Filed Aug 10, 2011 23:42 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,066 | $93.43 | $193,026.38 |
DisclosureSEC source: 0001127602-11-023297 · form4.xml · nonDerivative · entry 2 Blackwell James R. · CIK 0001513754 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) plan Disclosed balance after: 8,726 Read SEC document |
| August 08, 2011 Filed Aug 10, 2011 23:42 UTC | CHEVRON CORP CVX · Entity 2804 | GrantPhantom Stock · Derivative | 1,854.853 | $90.17 | $167,252.10 |
DisclosureSEC source: 0001127602-11-023297 · form4.xml · derivative · entry 4 Blackwell James R. · CIK 0001513754 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,668 Underlying: Common Stock · 1,854.853 shares Expires not disclosed F3 · security: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's termination of service. F4 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's termination of service. F3 · derivative.expiration_date: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's termination of service. Read SEC document |
| August 08, 2011 Filed Aug 10, 2011 23:42 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,872 | $90.17 | $168,798.24 |
DisclosureSEC source: 0001127602-11-023297 · form4.xml · nonDerivative · entry 1 Blackwell James R. · CIK 0001513754 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) plan Disclosed balance after: 6,660 F1 · balance_after: Between March 5, 2011 and August 8, 2011, the reporting person acquired 176 shares of Chevron Common Stock under the Chevron Employee Savings Investment Plan, a 401(k) plan. Read SEC document |
| June 21, 2011 Filed Jun 24, 2011 01:42 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 0.85 | $101.65 | $86.40 |
DisclosureSEC source: 0001127602-11-019808 · form4.xml · derivative · entry 3 Blackwell James R. · CIK 0001513754 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,812.297 Underlying: Common Stock · 0.85 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's termination of service. F1 · derivative.exercise_date: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's 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 in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (15) since May 19, 2011, under the Chevron Deferred Compensation Plan for Management Employees II. Read SEC document |
| June 21, 2011 Filed Jul 1, 2011 19:16 UTC Amendment | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 0.85 | $101.65 | $86.40 |
DisclosureSEC source: 0001127602-11-020318 · form4a.xml · derivative · entry 3 Blackwell James R. · CIK 0001513754 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,813.147 Underlying: Common Stock · 0.85 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 in common stock upon the reporting person's 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 in common stock upon the reporting person's 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 in common stock upon the reporting person's termination of service. F4 · balance_after: This number includes dividend equivalent accruals (15) since May 19, 2011, under the Chevron Deferred Compensation Plan for Management Employees II. Read SEC document |
| June 06, 2011 Filed Jun 24, 2011 01:42 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 0.866 | $99.79 | $86.42 |
DisclosureSEC source: 0001127602-11-019808 · form4.xml · derivative · entry 2 Blackwell James R. · CIK 0001513754 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,797.297 Underlying: Common Stock · 0.866 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's termination of service. F1 · derivative.exercise_date: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's 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 in common stock upon the reporting person's termination of service. Read SEC document |
| June 06, 2011 Filed Jul 1, 2011 19:16 UTC Amendment | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 0.866 | $99.79 | $86.42 |
DisclosureSEC source: 0001127602-11-020318 · form4a.xml · derivative · entry 2 Blackwell James R. · CIK 0001513754 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,797.297 Underlying: Common Stock · 0.866 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 in common stock upon the reporting person's 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 in common stock upon the reporting person's 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 in common stock upon the reporting person's termination of service. Read SEC document |
| May 19, 2011 Filed Jun 24, 2011 01:42 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 0.431 | $103.86 | $44.76 |
DisclosureSEC source: 0001127602-11-019808 · form4.xml · derivative · entry 1 Blackwell James R. · CIK 0001513754 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,796.431 Underlying: Common Stock · 0.431 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's termination of service. F1 · derivative.exercise_date: The shares of phantom stock, which are issued under the Chevron Deferred Compensation Plan for Management Employees II, become payable in common stock upon the reporting person's 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 in common stock upon the reporting person's termination of service. F2 · balance_after: This number includes dividend equivalent accruals (13) since March 1, 2011, under the Chevron Deferred Compensation Plan for Management Employees II. Read SEC document |
| May 19, 2011 Filed Jul 1, 2011 19:16 UTC Amendment | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 0.431 | $103.86 | $44.76 |
DisclosureSEC source: 0001127602-11-020318 · form4a.xml · derivative · entry 1 Blackwell James R. · CIK 0001513754 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,796.431 Underlying: Common Stock · 0.431 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 in common stock upon the reporting person's 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 in common stock upon the reporting person's 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 in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (13) since March 2, 2011, under the Chevron Deferred Compensation Plan for Management Employees II. 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.