Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director | October 01, 2008 | October 03, 2008 |
| CHEVRON CORPCVX · Entity 2804 | Director | May 28, 2008 | May 30, 2008 |
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.
BOEING CO
Report date October 01, 2008 · Filed October 03, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,855.99 |
Reported balance
After 2008-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2008-10-01 · Grant · Acquired 904.12 · Balance 3,855.99 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director.
F4: Includes adjustments for dividends accrued.
CHEVRON CORP
Report date May 28, 2008 · Filed May 30, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,747 |
Reported balance
After 2008-05-28 transaction · row 1
1 source rowRow 1 · 2008-05-28 · Grant · Acquired 1,747 · Balance 1,747 F1: This number represents stock units paid under the Non-Employee Directors' Equity Compensation and Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents stock units paid under the Non-Employee Directors' Equity Compensation and Deferral Plan.
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 01, 2008 Filed Oct 3, 2008 22:29 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 904.12 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-015852 · doc4.xml · derivative · entry 1 Jones James L · CIK 0001392384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,855.99 Underlying: Common Stock · 904.12 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| July 01, 2008 Filed Jul 3, 2008 17:20 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 783.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-08-000069 · jon1887.xml · derivative · entry 1 Jones James L · CIK 0001392384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,933.15 Underlying: Common · 783.76 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| May 28, 2008 Filed May 30, 2008 18:16 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-003761 · form4.xml · nonDerivative · entry 1 Jones James L · CIK 0001392384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,747 F1 · shares: This number represents stock units paid under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| April 01, 2008 Filed Apr 3, 2008 21:43 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 680.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-08-000051 · jon1852.xml · derivative · entry 1 Jones James L · CIK 0001392384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,137.95 Underlying: Common · 680.2 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| January 02, 2008 Filed Jan 4, 2008 19:06 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 589.62 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-08-000007 · jon1792.xml · derivative · entry 1 Jones James L · CIK 0001392384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,450.28 Underlying: Common · 589.62 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| October 01, 2007 Filed Oct 3, 2007 21:50 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 482.99 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000168 · jon1772.xml · derivative · entry 1 Jones James L · CIK 0001392384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 857.43 Underlying: Common · 482.99 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| July 02, 2007 Filed Jul 3, 2007 20:19 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 373.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000137 · jon1741.xml · derivative · entry 1 Jones James L · CIK 0001392384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373.07 Underlying: Common · 373.07 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. 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.