Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENERAL ELECTRIC COGE · Entity 2813 | Vice President | November 02, 2007 | January 04, 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.
GENERAL ELECTRIC CO
Report date November 02, 2007 · Filed January 04, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,912 |
Ending reported balance
After 2007-10-22 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2007-10-22 · Gift · Disposed 375 · Balance 26,537 Row 2 · 2007-10-22 · Gift · Disposed 250 · Balance 26,287 Row 3 · 2007-10-22 · Gift · Disposed 250 · Balance 26,037 Row 4 · 2007-10-22 · Gift · Disposed 125 · Balance 25,912 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 25,000 |
Reported balance
After 2007-11-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2007-11-02 · Grant · Acquired 25,000 · Balance 25,000 F1: 1-for-1 F2: Vesting schedule: 100% on November 2, 2008. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 124 |
Reported balance
Holding disclosure · report date 2007-11-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 124 |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Vesting schedule: 100% on November 2, 2008.
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 |
|---|---|---|---|---|---|---|
| February 23, 2005 Filed Feb 24, 2005 19:55 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 17,000 | $10.65 | $181,050.00 |
DisclosureSEC source: 0001231205-05-000058 · edgar.xml · nonDerivative · entry 1 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,552 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 |
| February 18, 2005 Filed Feb 22, 2005 21:55 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantPhantom Stock Units · Derivative | 430 | $35.81 | $15,398.30 |
DisclosureSEC source: 0001231205-05-000032 · edgar.xml · derivative · entry 1 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,822 Underlying: Common Stock · 430 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. F2 · derivative.expiration_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. Read SEC document |
| December 21, 2004 Filed Dec 21, 2004 19:32 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 18,000 | $10.65 Strike: $10.65 | $191,700.00 |
DisclosureSEC source: 0001231205-04-000201 · edgar.xml · derivative · entry 4 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 Underlying: Common Stock · 18,000 shares Expires 2005-09-15 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 |
| December 21, 2004 Filed Dec 21, 2004 19:32 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | SaleCommon Stock | 18,000 | $37.11 | $667,980.00 |
DisclosureSEC source: 0001231205-04-000201 · edgar.xml · nonDerivative · entry 2 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,536 Read SEC document |
| December 21, 2004 Filed Dec 21, 2004 19:32 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 18,000 | $10.65 | $191,700.00 |
DisclosureSEC source: 0001231205-04-000201 · edgar.xml · nonDerivative · entry 1 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,536 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 |
| September 17, 2004 Filed Sep 21, 2004 20:13 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-04-000172 · edgar.xml · derivative · entry 2 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Stock · 6,667 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. F3 · derivative.expiration_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. Read SEC document |
| September 17, 2004 Filed Sep 21, 2004 20:13 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $34.22 | $0.00 |
DisclosureSEC source: 0001231205-04-000172 · edgar.xml · derivative · entry 1 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2014-09-17 F1 · derivative.exercise_date: The Stock Options become exercisable in five equal installments of 20% each, beginning on the first anniversary of the grant date. Read SEC document |
| February 20, 2004 Filed Feb 24, 2004 20:31 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantPhantom Stock Units · Derivative | 243 | $33.35 | $8,104.05 |
DisclosureSEC source: 0001231205-04-000044 · edgar.xml · derivative · entry 1 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,088 Underlying: Common Stock · 243 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. F2 · derivative.expiration_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. Read SEC document |
| September 12, 2003 Filed Sep 17, 2003 01:04 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000079 · edgar.xml · derivative · entry 2 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. F3 · derivative.expiration_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. Read SEC document |
| September 12, 2003 Filed Sep 17, 2003 01:04 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Options (right to buy) · Derivative | 27,000 | $0.00 Strike: $31.53 | $0.00 |
DisclosureSEC source: 0001231205-03-000079 · edgar.xml · derivative · entry 1 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,000 Underlying: Common Stock · 27,000 shares Expires 2013-09-12 F1 · derivative.exercise_date: The options become exercisable in five equal installments of 20% each, beginning on the first anniversary of the grant date. Read SEC document |
| July 27, 2003 Filed Jul 29, 2003 21:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000042 · edgar.xml · derivative · entry 4 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,250 Underlying: Common Stock · 3,750 shares Expires 2003-07-27 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. F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis Read SEC document |
| July 27, 2003 Filed Jul 29, 2003 21:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 1,180 | $28.28 | $33,370.40 |
DisclosureSEC source: 0001231205-03-000042 · edgar.xml · nonDerivative · entry 2 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,536 Read SEC document |
| July 27, 2003 Filed Jul 29, 2003 21:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000042 · edgar.xml · nonDerivative · entry 1 AMEEN PHILIP D · CIK 0001233149 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,716 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.