Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Director | December 15, 2010 | December 17, 2010 |
| PubMatic, Inc.PUBM · Entity 364 | Director | May 31, 2023 | June 02, 2023 |
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.
COCA COLA CO
Report date December 15, 2010 · Filed December 17, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 43,815.1861 |
Reported balance
After 2010-12-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2010-12-15 · Grant · Acquired 297.5564 · Balance 43,815.1861 F1: Each phantom share unit is economically equivalent to one share of Common Stock. F2: Phantom share units accrued under The Coca-Cola Company Compensation and Deferred Compensation Plan for Non-Employee Directors (the "Directors' Plan") as a result of crediting phantom dividends. F3: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 10,200 |
Reported balance
Holding disclosure · report date 2010-12-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,200 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom share unit is economically equivalent to one share of Common Stock.
F2: Phantom share units accrued under The Coca-Cola Company Compensation and Deferred Compensation Plan for Non-Employee Directors (the "Directors' Plan") as a result of crediting phantom dividends.
F3: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board.
PubMatic, Inc.
Report date May 31, 2023 · Filed June 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 13,014 |
Reported balance
After 2023-05-31 transaction · row 1
1 source rowRow 1 · 2023-05-31 · Exercise / conversion · Acquired 9,062 · Balance 13,014 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,971 |
Reported balance
After 2023-05-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-31 · Grant · Acquired 9,971 · Balance 9,971 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2024, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. F3: RSUs do not expire; they either vest are are cancelled prior to vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-05-31 · Exercise / conversion · Disposed 9,062 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F4: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2023, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. F3: RSUs do not expire; they either vest are are cancelled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement.
F2: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2024, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer.
F3: RSUs do not expire; they either vest are are cancelled prior to vesting date.
F4: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2023, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INTERNATIONAL BUSINESS MACHINES CORP
Report date December 31, 2010 · Filed January 03, 2011
Section 16 reporting ended · disclosed 2011-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 22,841 |
Reported balance
After 2010-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2010-12-31 · Grant · Acquired 444 · Balance 22,841 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
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 |
|---|---|---|---|---|---|---|
| December 31, 2003 Filed Jan 5, 2004 15:02 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 190 | $92.50 Strike: $0.00 | $17,575.00 |
DisclosureSEC source: 0001181431-04-000345 · rrd27394.xml · derivative · entry 1 BLACK CATHLEEN · CIK 0001180520 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,610 Underlying: Common Stock · 190 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 20:55 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 708.3706 | $49.71 Strike: $0.00 | $35,209.56 |
DisclosureSEC source: 0000021344-03-000166 · bla104.xml · derivative · entry 1 BLACK CATHLEEN · CIK 0001180520 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,706.3834 Underlying: Common Stock, $.25 par value · 708.3706 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to Common Stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F2 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F3 · balance_after: Includes 79.6612 phantom stock units accrued as a result of crediting phantom dividends. Read SEC document |
| October 01, 2003 Filed Oct 3, 2003 15:03 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 806.2644 | $43.45 Strike: $0.00 | $35,032.19 |
DisclosureSEC source: 0000021344-03-000143 · bla89.xml · derivative · entry 1 BLACK CATHLEEN · CIK 0001180520 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,998.0128 Underlying: Common Stock, $.25 par value · 806.2644 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to Common Stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F2 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F3 · balance_after: Includes 87.0467 phantom stock units accrued as a result of crediting phantom dividends. Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 20:13 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 198 | $88.57 Strike: $0.00 | $17,536.86 |
DisclosureSEC source: 0001181431-03-025059 · rrd19524.xml · derivative · entry 1 BLACK CATHLEEN · CIK 0001180520 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,404 Underlying: Common Stock · 198 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| July 01, 2003 Filed Jul 3, 2003 18:37 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 753.5422 | $46.27 Strike: $0.00 | $34,866.40 |
DisclosureSEC source: 0000021344-03-000088 · bla73.xml · derivative · entry 1 BLACK CATHLEEN · CIK 0001180520 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,191.7484 Underlying: Common Stock, $.25 par value · 753.5422 shares Expires 1988-08-08 F1 · derivative.exercise_price: Phantom stock units convert to Common Stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F2 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F3 · balance_after: Includes 78.1589 phantom stock units accrued as a result of crediting phantom dividends. Read SEC document |
| June 30, 2003 Filed Jul 1, 2003 16:22 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 210 | $83.35 Strike: $0.00 | $17,503.50 |
DisclosureSEC source: 0001181431-03-012390 · rrd12258.xml · derivative · entry 1 BLACK CATHLEEN · CIK 0001180520 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,190 Underlying: Common Stock · 210 shares Expires 1988-08-08 F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. 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.