Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROCTER & GAMBLE CoPG · Entity 2814 | Director | June 10, 2010 | June 11, 2010 |
| RTX CorpUTX · Entity 2823 | Director | April 13, 2011 | April 15, 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.
PROCTER & GAMBLE Co
Report date June 10, 2010 · Filed June 11, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,532.143 |
Reported balance
Holding disclosure · report date 2010-06-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 75,532.143 F1: Total includes grant of dividend equivalents in the form of RSUs on November 16, 2009 and February 16, 2010, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes grant of dividend equivalents in the form of RSUs on November 16, 2009 and February 16, 2010, pursuant to issuer's 2003 Non-Employee Directors' Stock Plan.
RTX Corp
Report date April 13, 2011 · Filed April 15, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 47,747.2117 |
Reported balance
After 2011-04-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2011-04-13 · Grant · Acquired 1,816.8864 · Balance 47,747.2117 F1: Consists of Phantom Stock Units acquired by the reporting person as annual compensation for services as a non-employee director, under a company program that provides for payment of all or a portion of non-employee director compensation in deferred stock units. Upon termation of service on the Board of Direcotrs, all such Phantom Stock Units are payable in stock as a lump sum or in installments, at the election of the director. |
| Common StockSEC Table I · non-derivative | Direct | 75,630 |
Reported balance
Holding disclosure · report date 2011-04-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 75,630 |
| Common Stock (Restricted)SEC Table I · non-derivative | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2011-04-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of Phantom Stock Units acquired by the reporting person as annual compensation for services as a non-employee director, under a company program that provides for payment of all or a portion of non-employee director compensation in deferred stock units. Upon termation of service on the Board of Direcotrs, all such Phantom Stock Units are payable in stock as a lump sum or in installments, at the election of the director.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
VERIZON COMMUNICATIONS INC
Report date December 31, 2003 · Filed February 13, 2004
Section 16 reporting ended · disclosed 2004-02-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 188,146 |
Reported balance
After 2003-12-23 transaction · row 1
1 source rowRow 1 · 2003-12-23 · Gift · Disposed 50,000 · Balance 188,146 F1: This transaction represents a gift. Price is not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents a gift. Price is not applicable.
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 |
|---|---|---|---|---|---|---|
| April 13, 2011 Filed Apr 15, 2011 21:17 UTC | RTX Corp UTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 1,816.8864 | $84.21 | $153,000.00 |
DisclosureSEC source: 0001225208-11-011795 · doc4.xml · derivative · entry 3 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,747.2117 Underlying: Common Stock · 1,816.8864 shares Expires not disclosed F1 · derivative.exercise_price: Consists of Phantom Stock Units acquired by the reporting person as annual compensation for services as a non-employee director, under a company program that provides for payment of all or a portion of non-employee director compensation in deferred stock units. Upon termation of service on the Board of Direcotrs, all such Phantom Stock Units are payable in stock as a lump sum or in installments, at the election of the director. F1 · derivative.exercise_date: Consists of Phantom Stock Units acquired by the reporting person as annual compensation for services as a non-employee director, under a company program that provides for payment of all or a portion of non-employee director compensation in deferred stock units. Upon termation of service on the Board of Direcotrs, all such Phantom Stock Units are payable in stock as a lump sum or in installments, at the election of the director. F1 · derivative.expiration_date: Consists of Phantom Stock Units acquired by the reporting person as annual compensation for services as a non-employee director, under a company program that provides for payment of all or a portion of non-employee director compensation in deferred stock units. Upon termation of service on the Board of Direcotrs, all such Phantom Stock Units are payable in stock as a lump sum or in installments, at the election of the director. Read SEC document |
| April 14, 2010 Filed Apr 16, 2010 21:02 UTC | RTX Corp UTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 2,067.5676 | $74.00 | $153,000.00 |
DisclosureSEC source: 0001225208-10-010482 · doc4.xml · derivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,874.1575 Underlying: Common Stock · 2,067.5676 shares Expires not disclosed F1 · derivative.exercise_price: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. F1 · derivative.exercise_date: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. F1 · derivative.expiration_date: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. Read SEC document |
| December 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 970 | $0.00 Strike: $30.68 | $0.00 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · derivative · entry 13 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 970 shares Expires 2012-08-13 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 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $37.50 | $0.00 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · derivative · entry 12 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2012-04-09 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 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,200 | $0.00 Strike: $32.17 | $0.00 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · derivative · entry 11 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,200 shares Expires 2012-01-01 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 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $39.25 | $0.00 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · derivative · entry 10 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2011-04-26 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 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,960 | $0.00 Strike: $37.63 | $0.00 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · derivative · entry 9 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,960 shares Expires 2011-01-01 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 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,700 | $0.00 Strike: $31.09 | $0.00 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · derivative · entry 8 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,700 shares Expires 2010-04-27 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 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 970 | $30.68 | $29,754.75 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · nonDerivative · entry 6 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,630 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 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 3,960 | $37.63 | $148,995.00 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · nonDerivative · entry 5 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,660 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 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 5,000 | $37.50 | $187,499.50 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · nonDerivative · entry 4 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,700 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 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 5,000 | $39.25 | $196,250.00 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · nonDerivative · entry 3 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,700 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 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 5,200 | $32.17 | $167,284.00 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · nonDerivative · entry 2 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,700 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 30, 2009 Filed Jan 4, 2010 22:10 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 5,700 | $31.09 | $177,234.66 |
DisclosureSEC source: 0001225208-10-000288 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,500 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 |
| October 13, 2009 Filed Oct 15, 2009 18:59 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-020735 · form4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,319.71 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs since November 14, 2008, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| April 08, 2009 Filed Apr 13, 2009 21:21 UTC | RTX Corp UTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 3,092.7835 | $44.62 Strike: $0.00 | $138,000.00 |
DisclosureSEC source: 0001225208-09-010249 · doc4.xml · derivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,763.7786 Underlying: Common Stock · 3,092.7835 shares Expires not disclosed F1 · derivative.exercise_price: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. F1 · derivative.exercise_date: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. F1 · derivative.expiration_date: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. Read SEC document |
| October 14, 2008 Filed Oct 15, 2008 18:47 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-008167 · form4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,742.211 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on May 15, 2008 and August 15, 2008 pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| April 09, 2008 Filed Apr 11, 2008 20:34 UTC | RTX Corp UTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 1,948.8773 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-006526 · doc4.xml · derivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,634.0143 Underlying: Common Stock · 1,948.8773 shares Expires not disclosed F1 · derivative.exercise_price: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. F1 · derivative.exercise_date: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. F1 · derivative.expiration_date: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. Read SEC document |
| February 21, 2008 Filed Feb 22, 2008 20:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,030 | $0.00 Strike: $41.97 | $0.00 |
DisclosureSEC source: 0001127602-08-001273 · form4.xml · derivative · entry 2 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,030 shares Expires 2008-02-27 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 |
| February 21, 2008 Filed Feb 22, 2008 20:17 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 4,030 | $41.97 | $169,152.00 |
DisclosureSEC source: 0001127602-08-001273 · form4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,669.223 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: Total includes grant of dividend equivalents in the form of RSUs on November 15, 2007 and February 15, 2008, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 09, 2007 Filed Oct 11, 2007 13:36 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,759 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-07-000225 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,534.916 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on November 15, 2006, February 15, 2007, May 15, 2007 and August 15, 2007, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 19:08 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $36.22 | $0.00 |
DisclosureSEC source: 0000101829-07-000079 · lee612.xml · derivative · entry 6 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2009-04-29 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. Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 19:08 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $24.61 | $0.00 |
DisclosureSEC source: 0000101829-07-000079 · lee612.xml · derivative · entry 5 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2008-04-29 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. Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 19:08 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $18.63 | $0.00 |
DisclosureSEC source: 0000101829-07-000079 · lee612.xml · derivative · entry 4 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2007-04-29 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. Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 19:08 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 8,000 | $36.22 | $289,749.60 |
DisclosureSEC source: 0000101829-07-000079 · lee612.xml · nonDerivative · entry 3 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,800 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 26, 2007 19:08 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 8,000 | $24.61 | $196,875.20 |
DisclosureSEC source: 0000101829-07-000079 · lee612.xml · nonDerivative · entry 2 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,800 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 26, 2007 19:08 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 8,000 | $18.63 | $149,000.00 |
DisclosureSEC source: 0000101829-07-000079 · lee612.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,800 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 11, 2007 Filed Apr 13, 2007 18:24 UTC | RTX Corp UTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 2,153.5581 | $64.08 | $138,000.00 |
DisclosureSEC source: 0000101829-07-000058 · lee601.xml · derivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,086.1874 Underlying: Common Stock · 2,153.5581 shares Expires not disclosed F1 · derivative.exercise_price: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. F1 · derivative.exercise_date: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. F1 · derivative.expiration_date: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. Read SEC document |
| February 23, 2007 Filed Feb 26, 2007 19:10 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (right to buy) · Derivative | 4,030 | $29.88 Strike: $29.88 | $120,403.50 |
DisclosureSEC source: 0000080424-07-000032 · doc4.xml · derivative · entry 2 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,030 shares Expires 2007-02-28 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. Read SEC document |
| February 23, 2007 Filed Feb 26, 2007 19:10 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 4,030 | $29.88 | $120,403.50 |
DisclosureSEC source: 0000080424-07-000032 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,682.425 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: Total includes grant of dividend equivalents in the form of RSUs on Nov. 15, 2006 and Feb. 15, 2007, pursuant to Issuer's 2003 No n-Employee Directors' Stock Plan. Read SEC document |
| October 10, 2006 Filed Oct 12, 2006 19:24 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,004 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-06-000169 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,571.48 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total reflects grant of dividend equivalents in the form of RSUs on May 15, 2006 and August 15, 2006, pursuant to Issuer's 2003 N on-Employee Directors' Stock Plan. Read SEC document |
| April 12, 2006 Filed Apr 17, 2006 19:00 UTC | RTX Corp UTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 2,402.507 | $57.44 | $138,000.00 |
DisclosureSEC source: 0000101829-06-000083 · lee538.xml · derivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,383.7685 Underlying: Common Stock · 2,402.507 shares Expires not disclosed F1 · derivative.exercise_price: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. F1 · derivative.exercise_date: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. F1 · derivative.expiration_date: Consists of Phantom Stock Units acquired by the reporting person in respect of his/her annual retainer for services as a non-employee director under a company program that provides for payment of all or a portion of the retainer in deferred stock units. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash as a lump sum or in installments, at the election of the director. Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:53 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (right to buy) · Derivative | 4,030 | $20.30 Strike: $20.30 | $81,793.69 |
DisclosureSEC source: 0000080424-06-000033 · doc4.xml · derivative · entry 2 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,030 shares Expires 2006-03-01 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 28, 2006 Filed Mar 1, 2006 20:53 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 4,030 | $20.30 | $81,793.69 |
DisclosureSEC source: 0000080424-06-000033 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,499.82 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: Total reflects grant of dividend equivalents in the form of RSUs on November 15, 2005 and February 15, 2006, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| January 26, 2006 Filed Jan 30, 2006 22:04 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $14.20 | $0.00 |
DisclosureSEC source: 0000101829-06-000034 · lee515.xml · derivative · entry 2 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2006-04-23 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 |
| January 26, 2006 Filed Jan 30, 2006 22:04 UTC | RTX Corp UTX · Entity 2823 | Exercise / conversionCommon Stock | 8,000 | $14.20 | $113,624.80 |
DisclosureSEC source: 0000101829-06-000034 · lee515.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,800 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: The reporting person also directly owns 8,000 shares of United Technologies Restricted Common Stock. Read SEC document |
| December 13, 2005 Filed Dec 15, 2005 19:04 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 133 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000260 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,440.71 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total reflects grant of dividend equivalents in the form of RSUs on November 15, 2005, pursuant to Issuer's 2003 Non-Employee Dir ectors' Stock Plan. Read SEC document |
| October 11, 2005 Filed Oct 13, 2005 18:03 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000208 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,276.69 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 13, 2005 Filed Sep 15, 2005 19:27 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 240 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000148 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,049.69 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total reflects grant of dividend equivalents in the form of RSUs between February 17, 2004 and August 15, 2005, pursuant to Issue r's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| June 14, 2005 Filed Jun 16, 2005 19:47 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 284 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000077 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,705 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| April 13, 2005 Filed Apr 15, 2005 20:49 UTC | RTX Corp UTX · Entity 2823 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $101.05 | $0.00 |
DisclosureSEC source: 0000101829-05-000121 · lee433.xml · derivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2015-04-12 Read SEC document |
| March 08, 2005 Filed Mar 10, 2005 19:45 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 311 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-05-000037 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,421 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| February 25, 2005 Filed Mar 1, 2005 20:52 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (right to buy) · Derivative | 4,030 | $16.44 Strike: $16.44 | $66,234.66 |
DisclosureSEC source: 0000080424-05-000017 · doc4.xml · derivative · entry 2 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,030 shares Expires 2005-02-28 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. F1 · shares: Shares adjusted for 2-for-1 stock split effective May 21, 2004. Read SEC document |
| February 25, 2005 Filed Mar 1, 2005 20:52 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 4,030 | $16.44 | $66,234.66 |
DisclosureSEC source: 0000080424-05-000017 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,110 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 · shares: Shares adjusted for 2-for-1 stock split effective May 21, 2004. Read SEC document |
| January 03, 2005 Filed Jan 4, 2005 21:47 UTC | RTX Corp UTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 1,067.9612 | $103.00 | $110,000.00 |
DisclosureSEC source: 0000101829-05-000012 · lee370.xml · derivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,686.1226 Underlying: Common Stock · 1,067.9612 shares Expires not disclosed F1 · derivative.exercise_price: Consists of Phantom Stock Units acquired at the election of the reporting person in lieu of his/her annual retainer for services as a non-employee director under a company program that permits him/her to defer receipt of the retainer. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash. F1 · derivative.exercise_date: Consists of Phantom Stock Units acquired at the election of the reporting person in lieu of his/her annual retainer for services as a non-employee director under a company program that permits him/her to defer receipt of the retainer. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash. F1 · derivative.expiration_date: Consists of Phantom Stock Units acquired at the election of the reporting person in lieu of his/her annual retainer for services as a non-employee director under a company program that permits him/her to defer receipt of the retainer. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash. Read SEC document |
| December 14, 2004 Filed Dec 16, 2004 16:04 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000208 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,080 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 12, 2004 Filed Oct 13, 2004 18:38 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,863 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000185 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,837 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 14, 2004 Filed Sep 16, 2004 15:54 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000152 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,974 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Adjusted for 2-for-1 stock split on June 21, 2004. Read SEC document |
| June 08, 2004 Filed Jun 10, 2004 18:39 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000098 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,351 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| April 14, 2004 Filed Apr 16, 2004 20:16 UTC | RTX Corp UTX · Entity 2823 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,500 | $0.00 Strike: $88.17 | $0.00 |
DisclosureSEC source: 0000101829-04-000144 · lee267.xml · derivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 3,500 shares Expires 2014-04-13 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.