Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMGEN INCAMGN · Entity 2832 | Director | March 15, 2006 | March 17, 2006 |
| CHEVRON CORPCVX · Entity 2804 | Director | May 25, 2011 | May 27, 2011 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 28, 2009 | April 30, 2009 |
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.
AMGEN INC
Report date March 15, 2006 · Filed March 17, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,684 |
Reported balance
After 2006-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2006-03-15 · Grant · Acquired 1,335 · Balance 8,684 F1: Includes shares equivalent to Restricted Stock Units, which were granted pursuant to the Amgen Inc. Director Equity Incentive Program under the Company's Amended and Restated 1991 Equity Incentive Plan, which were paid in shares of the Company's common stock on a one-to-one basis shortly after vesting, and which were previously identified as Restricted Stock Units on Table I. |
| NQSO (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $74.89 · Expires 2013-03-15 | Direct | 5,000 |
Reported balance
After 2006-03-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2006-03-15 · Grant · Acquired 5,000 · Balance 5,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares equivalent to Restricted Stock Units, which were granted pursuant to the Amgen Inc. Director Equity Incentive Program under the Company's Amended and Restated 1991 Equity Incentive Plan, which were paid in shares of the Company's common stock on a one-to-one basis shortly after vesting, and which were previously identified as Restricted Stock Units on Table I.
CHEVRON CORP
Report date May 25, 2011 · Filed May 27, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,587 |
Reported balance
After 2011-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2011-05-25 · Grant · Acquired 1,799 · Balance 44,587 F1: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2: This number includes the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (441 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan.
F2: This number includes the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (441 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan.
WELLS FARGO & COMPANY/MN
Report date April 28, 2009 · Filed April 30, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 32,749.0905 |
Reported balance
After 2009-04-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2009-04-28 · Grant · Acquired 3,594 · Balance 32,749.0905 F1: Conversion price is 1-for-1. F2: Payable in a lump sum on July 1 following cessation of board membership. |
| Director Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $19.48 · Expires 2019-04-28 | Direct | 12,330 |
Reported balance
After 2009-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2009-04-28 · Grant · Acquired 12,330 · Balance 12,330 |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion price is 1-for-1.
F2: Payable in a lump sum on July 1 following cessation of board membership.
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 25, 2011 Filed May 27, 2011 18:43 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-017740 · form4.xml · nonDerivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,587 F1 · shares: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (441 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 26, 2010 Filed May 28, 2010 18:01 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-015608 · form4.xml · nonDerivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,347 F1 · shares: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (365 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 27, 2009 Filed May 29, 2009 18:33 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-012553 · form4.xml · nonDerivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,447 F1 · shares: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (241 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| April 28, 2009 Filed Apr 30, 2009 23:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 12,330 | $0.00 Strike: $19.48 | $0.00 |
DisclosureSEC source: 0001193833-09-000096 · edgar.xml · derivative · entry 2 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,330 Underlying: Common Stock, $1 2/3 par value · 12,330 shares Expires 2019-04-28 Read SEC document |
| April 28, 2009 Filed Apr 30, 2009 23:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Unit · Derivative | 3,594 | $19.48 | $70,011.12 |
DisclosureSEC source: 0001193833-09-000096 · edgar.xml · derivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,749.0905 Underlying: Common Stock, $1 2/3 par value · 3,594 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of board membership. Read SEC document |
| May 28, 2008 Filed May 30, 2008 20:13 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-003773 · form4.xml · nonDerivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,404 F1 · shares: This number represents stock units paid under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals under the Non-Employee Directors' Equity Compensation and Deferral Plan and the acquisition of stock resulting from the reinvestment of dividends. Read SEC document |
| April 29, 2008 Filed Apr 30, 2008 21:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 10,490 | $0.00 Strike: $29.88 | $0.00 |
DisclosureSEC source: 0001193833-08-000066 · edgar.xml · derivative · entry 2 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,490 Underlying: Common Stock, $1 2/3 par value · 10,490 shares Expires 2018-04-29 Read SEC document |
| April 29, 2008 Filed Apr 30, 2008 21:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Unit · Derivative | 2,343 | $29.88 | $70,008.84 |
DisclosureSEC source: 0001193833-08-000066 · edgar.xml · derivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,408.8742 Underlying: Common Stock, $1 2/3 par value · 2,343 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in lump sum on July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in lump sum on July 1 following cessation of board membership. Read SEC document |
| December 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 7,740 | $0.00 Strike: $29.58 | $0.00 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · derivative · entry 18 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 7,740 shares Expires 2015-04-26 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 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 7,840 | $0.00 Strike: $28.20 | $0.00 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · derivative · entry 17 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 7,840 shares Expires 2014-04-27 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. Read SEC document |
| December 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 8,870 | $0.00 Strike: $23.48 | $0.00 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · derivative · entry 16 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 8,870 shares Expires 2013-04-22 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 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 6,398 | $0.00 Strike: $25.11 | $0.00 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · derivative · entry 15 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 6,398 shares Expires 2012-04-23 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. Read SEC document |
| December 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 6,618 | $0.00 Strike: $23.78 | $0.00 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · derivative · entry 14 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 6,618 shares Expires 2011-04-24 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 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 3,510 | $0.00 Strike: $21.38 | $0.00 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · derivative · entry 13 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 3,510 shares Expires 2010-04-25 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. Read SEC document |
| December 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 3,716 | $0.00 Strike: $21.34 | $0.00 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · derivative · entry 12 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 3,716 shares Expires 2009-04-27 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. Read SEC document |
| December 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 10,000 | $0.00 Strike: $19.10 | $0.00 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · derivative · entry 11 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 10,000 shares Expires 2008-04-21 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 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 7,740 | $29.58 | $228,910.50 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · nonDerivative · entry 8 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,606 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 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 7,840 | $28.20 | $221,048.80 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · nonDerivative · entry 7 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,866 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 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 8,870 | $23.48 | $208,223.25 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · nonDerivative · entry 6 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,026 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 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 6,398 | $25.11 | $160,653.78 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · nonDerivative · entry 5 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,156 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 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 6,618 | $23.78 | $157,342.95 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · nonDerivative · entry 4 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,758 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 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 3,510 | $21.38 | $75,026.25 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · nonDerivative · entry 3 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,140 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 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 3,716 | $21.34 | $79,313.56 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · nonDerivative · entry 2 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,630 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 21, 2007 Filed Dec 26, 2007 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 10,000 | $19.10 | $191,000.00 |
DisclosureSEC source: 0001193833-07-000190 · edgar.xml · nonDerivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,914 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 |
| April 25, 2007 Filed Apr 27, 2007 20:47 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-07-001602 · form4.xml · nonDerivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,506 F1 · shares: This number represents stock units paid under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals under the Non-Employee Directors' Equity Compensation and Deferral Plan and the acquisition of stock resulting from the reinvestment of dividends. Read SEC document |
| April 24, 2007 Filed Apr 25, 2007 23:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 7,394 | $0.00 Strike: $35.78 | $0.00 |
DisclosureSEC source: 0001193833-07-000098 · edgar.xml · derivative · entry 2 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,394 Underlying: Common Stock, $1 2/3 par value · 7,394 shares Expires 2017-04-24 F2 · shares: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006. Read SEC document |
| April 24, 2007 Filed Apr 25, 2007 23:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,957 | $35.78 | $70,021.46 |
DisclosureSEC source: 0001193833-07-000098 · edgar.xml · derivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,045.3536 Underlying: Common Stock, $1 2/3 par value · 1,957 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · shares: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006. F3 · derivative.exercise_date: Payable in lump sum March 1 following cessation of board membership. F3 · derivative.expiration_date: Payable in lump sum March 1 following cessation of board membership. Read SEC document |
| April 26, 2006 Filed Apr 28, 2006 18:00 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 3,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-06-001028 · form4.xml · nonDerivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,165 F1 · shares: This number represents stock units and restricted stock paid under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| April 25, 2006 Filed Apr 27, 2006 18:52 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,329 | $0.00 Strike: $65.10 | $0.00 |
DisclosureSEC source: 0001193833-06-000079 · edgar.xml · derivative · entry 2 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,329 Underlying: Common Stock, $1 2/3 par value · 3,329 shares Expires 2016-04-25 Read SEC document |
| April 25, 2006 Filed Apr 27, 2006 18:52 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 999 | $65.10 | $65,034.90 |
DisclosureSEC source: 0001193833-06-000079 · edgar.xml · derivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,708.7894 Underlying: Common Stock, $1 2/3 par value · 999 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of board membership Read SEC document |
| March 15, 2006 Filed Mar 17, 2006 22:56 UTC | AMGEN INC AMGN · Entity 2832 | GrantNQSO (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $74.89 | $0.00 |
DisclosureSEC source: 0001181431-06-018809 · rrd111625.xml · derivative · entry 2 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2013-03-15 Read SEC document |
| March 15, 2006 Filed Mar 17, 2006 22:56 UTC | AMGEN INC AMGN · Entity 2832 | GrantCommon Stock | 1,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-018809 · rrd111625.xml · nonDerivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,684 F1 · balance_after: Includes shares equivalent to Restricted Stock Units, which were granted pursuant to the Amgen Inc. Director Equity Incentive Program under the Company's Amended and Restated 1991 Equity Incentive Plan, which were paid in shares of the Company's common stock on a one-to-one basis shortly after vesting, and which were previously identified as Restricted Stock Units on Table I. Read SEC document |
| February 01, 2006 Filed Feb 2, 2006 23:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 5,000 | $0.00 Strike: $26.48 | $0.00 |
DisclosureSEC source: 0001193833-06-000018 · edgar.xml · derivative · entry 6 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 5,000 shares Expires 2007-04-15 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 01, 2006 Filed Feb 2, 2006 23:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 5,000 | $0.00 Strike: $25.04 | $0.00 |
DisclosureSEC source: 0001193833-06-000018 · edgar.xml · derivative · entry 5 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 5,000 shares Expires 2006-04-16 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 01, 2006 Filed Feb 2, 2006 23:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 5,000 | $26.48 | $132,400.00 |
DisclosureSEC source: 0001193833-06-000018 · edgar.xml · nonDerivative · entry 2 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,457 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 01, 2006 Filed Feb 2, 2006 23:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 5,000 | $25.04 | $125,200.00 |
DisclosureSEC source: 0001193833-06-000018 · edgar.xml · nonDerivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,457 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 |
| April 26, 2005 Filed Apr 28, 2005 19:01 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,870 | $0.00 Strike: $59.15 | $0.00 |
DisclosureSEC source: 0001193833-05-000073 · edgar.xml · derivative · entry 2 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,870 Underlying: Common Stock, $1 2/3 par value · 3,870 shares Expires 2015-04-26 Read SEC document |
| April 26, 2005 Filed Apr 28, 2005 19:01 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,099 | $59.15 | $65,005.85 |
DisclosureSEC source: 0001193833-05-000073 · edgar.xml · derivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,728.2204 Underlying: Common Stock, $1 2/3 par value · 1,099 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum on March 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum on March 1 following cessation of board membership Read SEC document |
| March 15, 2005 Filed Mar 17, 2005 01:25 UTC | AMGEN INC AMGN · Entity 2832 | GrantNQSO (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $58.61 | $0.00 |
DisclosureSEC source: 0001181431-05-017377 · rrd72868.xml · derivative · entry 3 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2015-03-15 Read SEC document |
| March 15, 2005 Filed Mar 17, 2005 01:25 UTC | AMGEN INC AMGN · Entity 2832 | GrantRestricted Stock Units | 1,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-05-017377 · rrd72868.xml · nonDerivative · entry 2 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,706 F1 · security: (DIR 03.15.05) The Restricted Stock Units ("RSUs") were granted pursuant to the Amgen Inc. Director Equity Incentive Program under the Company's Amended and Restated 1991 Equity Incentive Plan. RSUs vest (a) immediately for directors who have three years or more of prior continuous service as a director, or (b) one year from the grant date if the director had had less than three years of prior continuous service as a director. Vested RSUs will be paid in shares of the Company's common stock on a one-to-one basis unless payment is otherwise deferred by the director. Read SEC document |
| April 27, 2004 Filed Apr 29, 2004 20:56 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,920 | $0.00 Strike: $56.39 | $0.00 |
DisclosureSEC source: 0001193833-04-000077 · edgar.xml · derivative · entry 2 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,920 Underlying: Common Stock, $1 2/3 par value · 3,920 shares Expires 2014-04-27 Read SEC document |
| April 27, 2004 Filed Apr 29, 2004 20:56 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 887 | $56.39 | $50,017.93 |
DisclosureSEC source: 0001193833-04-000077 · edgar.xml · derivative · entry 1 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,516.4964 Underlying: Common Stock, $1 2/3 par value · 887 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum on March 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum on March 1 following cessation of board membership Read SEC document |
| March 15, 2004 Filed Mar 16, 2004 21:51 UTC | AMGEN INC AMGN · Entity 2832 | GrantNQSO (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $59.48 | $0.00 |
DisclosureSEC source: 0001181431-04-015932 · rrd36766.xml · derivative · entry 3 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2011-03-15 Read SEC document |
| March 15, 2004 Filed Mar 16, 2004 21:51 UTC | AMGEN INC AMGN · Entity 2832 | GrantRestricted Stock Units | 1,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-015932 · rrd36766.xml · nonDerivative · entry 2 RICE DONALD B · CIK 0001183516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,643 F1 · security: (DIR 03.15.04) The Restricted Stock Units ("RSUs") were granted pursuant to the Amgen Inc. Director Equity Incentive Program under the Company's Amended and Restated 1991 Equity Incentive Plan. RSUs vest (a) immediately for directors who have three years or more of prior continuous service as a director, or (b) one year from the grant date if the director had had less than three years of prior continuous service as a director. Vested RSUs will be paid in shares of the Company's common stock on a one-to-one basis unless payment is otherwise deferred by the 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.