Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Inc.AAPL · Entity 2389 | Director | February 25, 2010 | February 26, 2010 |
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.
Apple Inc.
Report date February 25, 2010 · Filed February 26, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $202.00 · Expires 2020-02-25 | Direct | 5,589 |
Reported balance
After 2010-02-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2010-02-25 · Grant · Acquired 5,589 · Balance 5,589 F1: Automatic grants pursuant to the 1997 Director Stock Plan |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2011-02-01 | Direct | 990 |
Reported balance
After 2010-02-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2010-02-25 · Grant · Acquired 990 · Balance 990 F1: Automatic grants pursuant to the 1997 Director Stock Plan F2: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. F3: 100% of these restricted stock units are scheduled to vest on 02/01/2011, assuming continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Automatic grants pursuant to the 1997 Director Stock Plan
F2: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit.
F3: 100% of these restricted stock units are scheduled to vest on 02/01/2011, assuming continued service through the applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 2,100 | $47.54 | $99,834.00 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 22 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 2,100 | $20.38 | $42,798.00 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 21 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 3,400 | $47.53 | $161,602.00 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 20 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 3,400 | $20.38 | $69,292.00 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 19 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 3,400 | $47.52 | $161,568.00 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 18 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 3,400 | $20.38 | $69,292.00 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 17 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 958 | $47.51 | $45,514.58 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 16 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 958 | $20.38 | $19,524.04 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 15 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 3,280 | $47.47 | $155,701.60 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 14 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 3,280 | $13.99 | $45,887.20 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 13 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 4,270 | $47.46 | $202,654.20 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 12 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 4,270 | $13.99 | $59,737.30 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 11 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 2,450 | $47.43 | $116,203.50 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 10 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 2,450 | $13.99 | $34,275.50 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 9 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 1,892 | $47.51 | $89,888.92 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 8 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,892 | $19.50 | $36,894.00 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 7 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 1,850 | $47.50 | $87,875.00 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 6 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,850 | $19.50 | $36,075.00 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 5 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 5,138 | $47.49 | $244,003.62 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 4 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 5,138 | $19.50 | $100,191.00 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 3 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | SaleCommon Stock | 1,120 | $47.47 | $53,166.40 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 2 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| October 19, 2004 Filed Oct 21, 2004 22:28 UTC | Apple Inc. AAPL · Entity 2389 | Exercise / conversionCommon Stock | 1,120 | $19.50 | $21,840.00 |
DisclosureSEC source: 0001181431-04-048334 · rrd55233.xml · nonDerivative · entry 1 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 |
| August 05, 2004 Filed Aug 6, 2004 21:36 UTC | Apple Inc. AAPL · Entity 2389 | GrantDirector Stock Option · Derivative | 10,000 | $31.39 Strike: $31.39 | $313,900.00 |
DisclosureSEC source: 0001181431-04-039237 · rrd48920.xml · derivative · entry 1 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 shares Expires 2014-08-05 F1 · security: Automatic grant pursuant to the 1997 Director Stock Option Plan Read SEC document |
| August 05, 2003 Filed Sep 23, 2003 01:51 UTC | Apple Inc. AAPL · Entity 2389 | GrantDirector Stock Option · Derivative | 10,000 | $20.38 Strike: $20.38 | $203,800.00 |
DisclosureSEC source: 0001181431-03-023972 · rrd18956.xml · derivative · entry 1 YORK JEROME B · CIK 0001198726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common Stock · 10,000 shares Expires 2013-08-05 F1 · security: Automatic grant pursuant to the 1997 Director Stock Option 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.