Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Director | May 25, 2011 | May 27, 2011 |
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 May 25, 2011 · Filed May 27, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,968 |
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 35,968 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 (246 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $103.25 · Expires 2021-05-25 | Direct | 5,101 |
Reported balance
After 2011-05-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2011-05-25 · Grant · Acquired 5,101 · Balance 5,101 F3: Stock option granted in lieu of the annual cash retainer at the Director's election. F4: The option vests as follows: 50 percent on November 25, 2011 and the remaining 50 percent on the earlier of the last day of the Annual Compensation Cycle to which the grant relates or May 25, 2012. |
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 (246 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan.
F3: Stock option granted in lieu of the annual cash retainer at the Director's election.
F4: The option vests as follows: 50 percent on November 25, 2011 and the remaining 50 percent on the earlier of the last day of the Annual Compensation Cycle to which the grant relates or May 25, 2012.
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 18:30 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 5,101 | $0.00 Strike: $103.25 | $0.00 |
DisclosureSEC source: 0001127602-11-017737 · form4.xml · derivative · entry 2 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,101 Underlying: Common Stock · 5,101 shares Expires 2021-05-25 F3 · security: Stock option granted in lieu of the annual cash retainer at the Director's election. F4 · derivative.exercise_date: The option vests as follows: 50 percent on November 25, 2011 and the remaining 50 percent on the earlier of the last day of the Annual Compensation Cycle to which the grant relates or May 25, 2012. Read SEC document |
| May 25, 2011 Filed May 27, 2011 18:30 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-017737 · form4.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,968 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 (246 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| January 31, 2011 Filed Feb 2, 2011 23:29 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 7,048 | $0.00 Strike: $36.70 | $0.00 |
DisclosureSEC source: 0001127602-11-003581 · form4.xml · derivative · entry 3 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,048 shares Expires 2013-06-25 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. F2 · derivative.exercise_date: The option vests as follows: 50 percent on January 1, 2004 and the remaining 50 percent on June 25, 2004 Read SEC document |
| January 31, 2011 Filed Feb 2, 2011 23:29 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 7,048 | $94.87 | $668,646.58 |
DisclosureSEC source: 0001127602-11-003581 · form4.xml · nonDerivative · entry 2 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,923 Read SEC document |
| January 31, 2011 Filed Feb 2, 2011 23:29 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 7,048 | $36.70 | $258,661.60 |
DisclosureSEC source: 0001127602-11-003581 · form4.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,971 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 the acquisition of dividend equivalent accruals on stock units and the acquisition of stock resulting from the reinvestment of dividends on restricted stock (880 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 26, 2010 Filed May 28, 2010 17:54 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 8,305 | $0.00 Strike: $71.55 | $0.00 |
DisclosureSEC source: 0001127602-10-015604 · form4.xml · derivative · entry 2 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,305 Underlying: Common Stock · 8,305 shares Expires 2020-05-26 F3 · security: Stock options granted in lieu of the annual cash retainer at the Director's election. F4 · derivative.exercise_date: The option vests as follows: 50 percent on November 26, 2010 and the remaining 50 percent on the earlier of the last day of the Annual Compensation Cycle to which the grant relates or May 26, 2011. Read SEC document |
| May 26, 2010 Filed May 28, 2010 17:54 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-015604 · form4.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,043 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 (541 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| November 23, 2009 Filed Nov 24, 2009 22:41 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 22,080 | $79.00 | $1,744,344.29 |
DisclosureSEC source: 0001127602-09-023573 · form4.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 0 F1 · price: This transaction was executed in two trades priced at $79.00 and $79.01. 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 |
| September 01, 2009 Filed Sep 2, 2009 23:55 UTC | CHEVRON CORP CVX · Entity 2804 | GiftNon-Qualified Stock Option (Right to Buy) · Derivative | 8,606 | $0.00 Strike: $64.57 | $0.00 |
DisclosureSEC source: 0001127602-09-018389 · form4.xml · derivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,606 shares Expires 2019-05-27 F2 · price: "Bona fide gift" and involves no payment of consideration by the recipient of the gift. F1 · derivative.exercise_date: The option vests as follows: 50 percent on November 27, 2009 and the remaining 50 percent on the earlier of the last day of the Annual Compensation Cycle to which the grant relates or May 27, 2010. Read SEC document |
| May 27, 2009 Filed May 29, 2009 18:24 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 8,606 | $0.00 Strike: $64.57 | $0.00 |
DisclosureSEC source: 0001127602-09-012548 · form4.xml · derivative · entry 3 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,606 Underlying: Common Stock · 8,606 shares Expires 2019-05-27 F3 · security: Stock option granted in lieu of the annual cash retainer at the Director's election. F4 · derivative.exercise_date: The option vests as follows: 50 percent on November 27, 2009 and the remaining 50 percent on the earlier of the last day of the Annual Compensation Cycle to which the grant relates or May 27, 2010. Read SEC document |
| May 27, 2009 Filed May 29, 2009 18:24 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-012548 · form4.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,438 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 (860 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| September 03, 2008 Filed Sep 5, 2008 17:55 UTC | CHEVRON CORP CVX · Entity 2804 | GiftNon-Qualified Stock Option (Right to Buy) · Derivative | 6,555 | $0.00 Strike: $100.42 | $0.00 |
DisclosureSEC source: 0001127602-08-006641 · form4.xml · derivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,555 shares Expires 2018-05-28 F2 · price: "Bona fide gift" and involves no payment of consideration by the recipient of the gift. F1 · derivative.exercise_date: The option vests as follows: fifty percent on November 28, 2008 and the remaining fifty percent on May 28, 2009. Read SEC document |
| May 28, 2008 Filed May 30, 2008 23:24 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 6,555 | $0.00 Strike: $100.42 | $0.00 |
DisclosureSEC source: 0001127602-08-003786 · form4.xml · derivative · entry 3 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,555 Underlying: Common Stock · 6,555 shares Expires 2018-05-28 F4 · security: Stock options granted in lieu of the annual cash retainer at the Director's election. F5 · derivative.exercise_date: The option vests as follows: fifty percent on November 28, 2008 and the remaining fifty percent on May 28, 2009. Read SEC document |
| May 28, 2008 Filed May 30, 2008 23:24 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-003786 · form4.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,776 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 638 shares from dividend equivalent accruals under the Non-Employee Directors' Equity Compensation and Deferral Plan and the reinvestment of dividends since April 26, 2007. Read SEC document |
| May 30, 2007 Filed Jun 7, 2007 19:51 UTC | CHEVRON CORP CVX · Entity 2804 | GiftNon-Qualified Stock Option (Right to Buy) · Derivative | 7,730 | $0.00 Strike: $78.32 | $0.00 |
DisclosureSEC source: 0001127602-07-002363 · form4.xml · derivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,730 shares Expires 2017-04-25 F2 · price: "Bona fide gift" and involves no payment of consideration by the recipient of the gift. F1 · derivative.exercise_date: The option vests as follows: fifty percent on October 25, 2007 and the remaining fifty percent on April 25, 2008. Read SEC document |
| April 25, 2007 Filed Apr 27, 2007 20:50 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 7,730 | $0.00 Strike: $78.32 | $0.00 |
DisclosureSEC source: 0001127602-07-001604 · form4.xml · derivative · entry 3 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,730 Underlying: Common Stock · 7,730 shares Expires 2017-04-25 F3 · security: Stock options granted in lieu of the annual cash retainer at the Director's election. F4 · derivative.exercise_date: The option vests as follows: fifty percent on October 25, 2007 and the remaining fifty percent on April 25, 2008. Read SEC document |
| April 25, 2007 Filed Apr 27, 2007 20:50 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-07-001604 · form4.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,391 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 accurals under the Non-Employee Directors' Equity Compensation and Deferral Plan and the acquisition of stock resulting from the reinvestment of dividends. Read SEC document |
| August 29, 2006 Filed Aug 31, 2006 21:09 UTC | CHEVRON CORP CVX · Entity 2804 | GiftNon-Qualified Stock Option (Right to Buy) · Derivative | 6,791 | Not disclosed Strike: $61.36 | Not disclosed |
DisclosureSEC source: 0001127602-06-002153 · form4.xml · derivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,791 shares Expires 2016-06-28 F2 · price: "Bona fide gift" and involves no payment of consideration by the recipient of the gift. F1 · derivative.exercise_date: The option vests as follows: fifty percent on January 1, 2007 and the remaining fifty percent on June 28, 2007. Read SEC document |
| June 28, 2006 Filed Jun 28, 2006 23:03 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 6,791 | $0.00 Strike: $61.36 | $0.00 |
DisclosureSEC source: 0001127602-06-001623 · form4.xml · derivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,791 Underlying: Common Stock · 6,791 shares Expires 2016-06-28 F1 · derivative.exercise_date: The option vests as follows: fifty percent on January 1, 2007 and the remaining fifty percent on June 28, 2007. Read SEC document |
| April 26, 2006 Filed Apr 28, 2006 17:50 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 3,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-06-001020 · form4.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,472 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 and the acquisition of stock resulting from the reinvestment of dividends. Read SEC document |
| June 29, 2005 Filed Jun 30, 2005 18:28 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 6,607 | $0.00 Strike: $56.76 | $0.00 |
DisclosureSEC source: 0001127602-05-001385 · form4.xml · derivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,607 Underlying: Common Stock · 6,607 shares Expires 2015-06-29 F1 · derivative.exercise_date: The option vests as follows: fifty percent on January 1, 2006 and the remaining fifty percent on June 29, 2006 Read SEC document |
| May 11, 2005 Filed May 12, 2005 21:50 UTC | CHEVRON CORP CVX · Entity 2804 | PurchaseCommon Stock | 900 | $53.06 | $47,754.00 |
DisclosureSEC source: 0001127602-05-001208 · form4.xml · nonDerivative · entry 2 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,732 Read SEC document |
| May 11, 2005 Filed May 12, 2005 21:50 UTC | CHEVRON CORP CVX · Entity 2804 | PurchaseCommon Stock | 18,100 | $53.10 | $961,110.00 |
DisclosureSEC source: 0001127602-05-001208 · form4.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,832 Read SEC document |
| April 27, 2005 Filed Apr 29, 2005 17:02 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 3,280 | $52.00 | $170,560.00 |
DisclosureSEC source: 0001127602-05-001188 · form4.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,732 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 6,938 additional shares from both the September 10, 2004, 2-for-1 stock split of ChevronTexaco common stock and the dividend equivalent accruals under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 21:23 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,188 | $0.00 Strike: $94.11 | $0.00 |
DisclosureSEC source: 0000093410-04-000066 · edgar.xml · derivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,188 Underlying: Common Stock · 3,188 shares Expires 2014-06-30 F1 · derivative.exercise_date: The option vests as follows: fifty percent on January 1, 2005 and the remaining fifty percent on June 30, 2005. Read SEC document |
| April 28, 2004 Filed Apr 29, 2004 21:38 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,672 | $91.74 | $153,389.28 |
DisclosureSEC source: 0000093410-04-000030 · edgar.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,514 F1 · shares: This number represents stock units or restricted stock paid under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes dividend equivalent accruals under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 22, 2003 Filed Dec 5, 2003 00:14 UTC Amendment | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,579 | $67.45 | $106,503.55 |
DisclosureSEC source: 0000093410-03-000026 · edgar.xml · nonDerivative · entry 1 EATON ROBERT J · CIK 0001194903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,651 F1 · shares: Effective January 1, 2002, the retainer paid to non-employee Directors was $100,000 per annum ($75,000 in cash and $25,000 in dollar denominated deferred stock units). The deferred stock units were credited to the non-employee Directors' accounts quarterly and reported on Form 4s in 2002 and through the 1st and 2nd quarter of 2003. Effective May 22, 2003, the deferred stock units were credited to the non-employee Directors' accounts in a lump sum. Therefore, the number of deferred stock units reported on the Form 4 filed May 22, 2003 was overstated by 191 deferred stock units (the allocations for the 1st and 2nd quarter of 2003). The reporting person is filing an amended Form 4 to reflect the correct number of deferred stock units owned as of May 22, 2003. F2 · balance_after: This number includes dividend equivalent accruals under the Non-Employee Directors' Equity Compensation and Deferral 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.