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 |
|---|---|---|---|---|---|---|
| March 09, 2004 Filed Mar 11, 2004 15:11 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000064 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,210 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 19:07 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000007 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,079 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 20:17 UTC | RTX Corp UTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 1,165.7482 | $94.36 Strike: $0.00 | $110,000.00 |
DisclosureSEC source: 0000101829-04-000022 · lee207.xml · derivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,413.7185 Underlying: Common Stock · 1,165.7482 shares Expires not disclosed 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 23, 2003 Filed Feb 13, 2004 21:17 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GiftCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001233402-04-000056 · edgar.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,146 F1 · price: This transaction represents a gift. Price is not applicable. Read SEC document |
| December 09, 2003 Filed Dec 11, 2003 20:50 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-03-000215 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,073 F1 · price: Shares received pursuant to the 1993 Non-Employee Directors' Stock Plan. Read SEC document |
| September 26, 2003 Filed Sep 30, 2003 14:41 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | Tax withholdingCommon Stock | 326 | $34.61 | $11,282.86 |
DisclosureSEC source: 0001233402-03-000111 · edgar.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · PSRUs Disclosed balance after: 83,423 F1 · balance_after: Reflects the withholding of shares for tax purposes, in connection with the conversion of PSRUs, based upon the market price on the dividend date. In addition, 166,796 shares are held directly (reflects aggregate acquisitions and holdings as reported on Form 4 for 02/11/2003). The following securities are also held indirectly: 238,340 in Deferred Compensation / Incentive Plans (reflects aggregate acquisitions and holdings as reported on Form 4 filed on 08/11/2003); and 9,103 in Savings Plan (reflects aggregate acquisitions and holdings as reported on Form 5 for 2002). Read SEC document |
| September 09, 2003 Filed Sep 11, 2003 19:05 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-03-000114 · doc4.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,816 F1 · price: Shares received pursuant to the 1993 Non-Employee Directors' Stock Plan. Read SEC document |
| August 07, 2003 Filed Aug 11, 2003 20:22 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | Tax withholdingCommon Stock | 7,502 | $34.38 | $257,918.76 |
DisclosureSEC source: 0001233402-03-000070 · edgar.xml · nonDerivative · entry 2 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Incentive Plans Disclosed balance after: 238,340 F2 · balance_after: Reflects the withholding of shares for tax purposes, based upon the market price on the valuation date, in connection with the distribution of Share Option Gain Deferral shares. In addition, 166,796 shares are held directly (reflects aggregate acquisitions and holdings as reported on Form 4 for 02/11/2003). The following securities are also held indirectly: 9,103 in Savings Plan (reflects aggregate acquisitions and holdings as reported on Form 5 for 2002); and 82,506 in PSRUs (reflects aggregate acquisitions and holdings as reported on Form 4 for 08/01/2003). Read SEC document |
| August 01, 2003 Filed Aug 5, 2003 17:17 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | Tax withholdingCommon Stock | 29,289 | $39.61 | $1,160,137.29 |
DisclosureSEC source: 0001233402-03-000069 · edgar.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · PSRUs Disclosed balance after: 82,506 F1 · balance_after: Reflects the withholding of shares for tax purposes, based upon the market price on the vesting date, in connection with the conversion of PSRUs. In addition, 166,796 shares are held directly (reflects aggregate acquisitions and holdings as reported on Form 4 for 02/11/2003). The following securities are also held indirectly: 255,228 in Deferred Compensation / Incentive Plans (reflects aggregate acquisitions and holdings as reported on Form 4 for 01/09/2003); and 9,103 in Savings Plan (reflects aggregate acquisitions and holdings as reported on Form 5 for 2002). Read SEC document |
| June 10, 2003 Filed Jun 12, 2003 18:26 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-03-000040 · primary_doc.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,651 F1 · price: Shares received pursuant to the 1993 Non-Employee Directors' Stock Plan. Read SEC document |
| August 02, 2002 Filed Aug 11, 2003 20:22 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | Tax withholdingCommon Stock | 7,574 | $31.98 | $242,216.52 |
DisclosureSEC source: 0001233402-03-000070 · edgar.xml · nonDerivative · entry 1 LEE CHARLES R · CIK 0001187373 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Incentive Plans Disclosed balance after: 292,108 F1 · kind: Due to an administrative error by the Company, this tax withholding transaction was not reported in the Form 5 for 2002. However, the balances reported in that Form 5 were accurate and reflected the effect of this transaction. 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.