Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Executive Vice President | January 27, 2010 | January 29, 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.
CHEVRON CORP
Report date January 27, 2010 · Filed January 29, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.70 · Expires 2020-01-27 | Direct | 135,000 |
Reported balance
After 2010-01-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2010-01-27 · Grant · Acquired 135,000 · Balance 135,000 F1: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant.
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 |
|---|---|---|---|---|---|---|
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 400 | $90.10 | $36,040.00 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 12 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,239 Read SEC document |
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 6,926 | $90.09 | $623,963.34 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 11 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,639 Read SEC document |
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 700 | $90.08 | $63,056.00 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 10 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,565 Read SEC document |
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 1,510 | $90.07 | $136,005.70 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 9 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,265 Read SEC document |
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 100 | $90.06 | $9,006.00 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 8 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,775 Read SEC document |
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 1,000 | $90.05 | $90,050.00 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 7 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,875 Read SEC document |
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 1,504 | $90.04 | $135,420.16 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 6 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,875 Read SEC document |
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 7,400 | $90.03 | $666,222.00 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 5 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,379 Read SEC document |
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 8,156 | $90.02 | $734,203.12 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 4 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,779 Read SEC document |
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 17,937 | $90.01 | $1,614,509.37 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 3 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,935 Read SEC document |
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 34,748 | $90.00 | $3,127,320.00 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 2 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,872 Read SEC document |
| November 07, 2007 Filed Nov 9, 2007 01:56 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 90,000 | $47.06 | $4,234,950.00 |
DisclosureSEC source: 0001127602-07-004472 · form4.xml · nonDerivative · entry 1 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,620 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 |
| May 07, 2007 Filed May 9, 2007 22:11 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 60,000 | $0.00 Strike: $36.70 | $0.00 |
DisclosureSEC source: 0001127602-07-001767 · form4.xml · derivative · entry 8 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 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_price: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of Chevron Common Stock. F2 · shares: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of Chevron Common Stock. F3 · derivative.exercise_date: Options vested in three equal installments on June 25, 2004, June 25, 2005 and June 25, 2006 F2 · derivative.underlying_shares: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of Chevron Common Stock. Read SEC document |
| May 07, 2007 Filed May 9, 2007 22:11 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 10,200 | $79.46 | $810,492.00 |
DisclosureSEC source: 0001127602-07-001767 · form4.xml · nonDerivative · entry 6 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,620 Read SEC document |
| May 07, 2007 Filed May 9, 2007 22:11 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 36,400 | $79.47 | $2,892,708.00 |
DisclosureSEC source: 0001127602-07-001767 · form4.xml · nonDerivative · entry 5 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,820 Read SEC document |
| May 07, 2007 Filed May 9, 2007 22:11 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 100 | $79.48 | $7,947.50 |
DisclosureSEC source: 0001127602-07-001767 · form4.xml · nonDerivative · entry 4 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,220 Read SEC document |
| May 07, 2007 Filed May 9, 2007 22:11 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 13,200 | $79.48 | $1,049,136.00 |
DisclosureSEC source: 0001127602-07-001767 · form4.xml · nonDerivative · entry 3 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,320 Read SEC document |
| May 07, 2007 Filed May 9, 2007 22:11 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 100 | $79.49 | $7,949.00 |
DisclosureSEC source: 0001127602-07-001767 · form4.xml · nonDerivative · entry 2 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,520 Read SEC document |
| May 07, 2007 Filed May 9, 2007 22:11 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 60,000 | $36.70 | $2,202,000.00 |
DisclosureSEC source: 0001127602-07-001767 · form4.xml · nonDerivative · entry 1 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,620 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 |
| March 28, 2007 Filed Mar 30, 2007 00:59 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 95,000 | $0.00 Strike: $74.08 | $0.00 |
DisclosureSEC source: 0001127602-07-001241 · form4.xml · derivative · entry 1 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,000 Underlying: Common Stock · 95,000 shares Expires 2017-03-28 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| March 23, 2006 Filed Mar 27, 2006 22:07 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $56.63 | $0.00 |
DisclosureSEC source: 0001127602-06-000614 · form4.xml · derivative · entry 1 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2016-03-23 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| December 02, 2005 Filed Dec 5, 2005 23:26 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 1,233 | $59.18 | $72,968.94 |
DisclosureSEC source: 0001127602-05-002201 · form4.xml · nonDerivative · entry 1 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,620 Read SEC document |
| June 29, 2005 Filed Jun 29, 2005 22:27 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 80,000 | $0.00 Strike: $56.76 | $0.00 |
DisclosureSEC source: 0001127602-05-001375 · form4.xml · derivative · entry 1 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires 2015-06-29 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| December 02, 2004 Filed Dec 3, 2004 00:27 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 1,073 | $52.48 | $56,311.04 |
DisclosureSEC source: 0000093410-04-000099 · edgar.xml · nonDerivative · entry 1 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,853 F1 · balance_after: This number includes the acquisition of 3,963 additional shares from the September 10, 2004, 2-for-1 stock split of ChevronTexaco Common Stock. Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 21:06 UTC | CHEVRON CORP CVX · Entity 2804 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000093410-04-000054 · edgar.xml · derivative · entry 2 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: The Restricted Stock Units vest on December 3, 2008. F3 · derivative.expiration_date: The Restricted Stock Units vest on December 3, 2008. Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 21:06 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $94.11 | $0.00 |
DisclosureSEC source: 0000093410-04-000054 · edgar.xml · derivative · entry 1 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 45,000 shares Expires 2014-06-30 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| December 02, 2003 Filed Dec 5, 2003 00:08 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 537 | $75.64 | $40,618.68 |
DisclosureSEC source: 0000093410-03-000025 · edgar.xml · nonDerivative · entry 1 JAMES CHARLES A · CIK 0001221661 · Vice Pres. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,963 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.