Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director | April 01, 2011 | April 05, 2011 |
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 April 01, 2011 · Filed April 05, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 37,968.09 |
Reported balance
After 2011-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2011-04-01 · Grant · Acquired 470.46 · Balance 37,968.09 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: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after 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: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
F4: Includes adjustments for dividends accrued.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JPMORGAN CHASE & CO
Report date May 15, 2007 · Filed May 23, 2007
Section 16 reporting ended · disclosed 2007-05-23. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| July 01, 2004 Filed Jul 6, 2004 20:19 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 524.48 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000580 · big852.xml · derivative · entry 1 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,552.18 Underlying: Common · 524.48 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 acquired in lieu of Director 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. Read SEC document |
| May 14, 2004 Filed May 17, 2004 20:14 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 2,400 | $0.00 Strike: $43.12 | $0.00 |
DisclosureSEC source: 0001137638-04-000425 · big797.xml · derivative · entry 1 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Underlying: Common · 2,400 shares Expires 2014-05-14 F1 · derivative.exercise_date: Stock Option is exercisable on the date of the annual meeting per the following schedule: 40% exercisable one year after grant, an additional 30% exercisable three years after grant and the final 30% exercisable five years after grant. Read SEC document |
| April 01, 2004 Filed Apr 2, 2004 18:48 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 160.32 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000282 · big780.xml · derivative · entry 2 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,953.93 Underlying: Common · 160.32 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F4 · shares: Company match to Phantom Stock Units 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. Read SEC document |
| April 01, 2004 Filed Apr 2, 2004 18:48 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 641.26 | $40.94 Strike: $0.00 | $26,249.98 |
DisclosureSEC source: 0001137638-04-000282 · big780.xml · derivative · entry 1 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,793.61 Underlying: Common · 641.26 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 acquired in lieu of Director 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. Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 15:16 UTC | JPMORGAN CHASE & CO jpm · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 4,254.25 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000150 · primary_doc.xml · derivative · entry 1 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,148.01 Underlying: Common Stock · 4,254.25 shares Expires not disclosed F1 · kind: Deferral of annual stock grant, payable in cash upon termination of service as director. F1 · derivative.exercise_date: Deferral of annual stock grant, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of annual stock grant, payable in cash upon termination of service as director. Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 22:03 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 155.49 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000008 · big676.xml · derivative · entry 2 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,084.05 Underlying: Common · 155.49 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · shares: Company match to Phantom Stock Units F4 · 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. F4 · 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. Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 22:03 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 621.96 | $42.21 Strike: $0.00 | $26,249.82 |
DisclosureSEC source: 0001137638-04-000008 · big676.xml · derivative · entry 1 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,928.56 Underlying: Common · 621.96 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 acquired in lieu of Director Compensation F4 · 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. F4 · 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. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 15:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 510.62 | $36.72 Strike: $0.00 | $18,749.97 |
DisclosureSEC source: 0000019617-04-000008 · big325.xml · derivative · entry 1 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,893.76 Underlying: Common Stock · 510.62 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| October 01, 2003 Filed Oct 2, 2003 20:35 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 188.15 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-03-000276 · big618.xml · derivative · entry 2 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,234.73 Underlying: Common · 188.15 shares Expires not disclosed F2 · shares: Company match to Phantom Stock Units 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. Read SEC document |
| October 01, 2003 Filed Oct 2, 2003 20:35 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 752.58 | $34.88 Strike: $0.00 | $26,249.99 |
DisclosureSEC source: 0001137638-03-000276 · big618.xml · derivative · entry 1 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,046.58 Underlying: Common · 752.58 shares Expires not disclosed F1 · shares: Phantom Stock Units acquired in lieu of Director 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. Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 16:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 546.97 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000019617-03-000445 · big300.xml · derivative · entry 1 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,370.2 Underlying: Common Stock · 546.97 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 19:48 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 191.19 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-03-000090 · big571.xml · derivative · entry 2 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,224.69 Underlying: Common · 0 shares Expires 1988-08-08 F2 · shares: Company match to Phantom Stock Units Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 19:48 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 764.75 | $34.33 Strike: $0.00 | $26,250.04 |
DisclosureSEC source: 0001137638-03-000090 · big571.xml · derivative · entry 1 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 0 shares Expires 1988-08-08 F1 · shares: Phantom Stock Units acquired in lieu of Director Compensation Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 16:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 550.58 | $34.06 Strike: $0.00 | $18,750.00 |
DisclosureSEC source: 0000019617-03-000364 · big268.xml · derivative · entry 1 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815.4 Underlying: Common Stock · 550.58 shares Expires 1988-08-08 F1 · security: Deferral of quarterly retainer, payable in cash upon termination of service as director. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: This date entry is made pursuant to SEC EDGAR guidelines in effect until system modifications are implemented. F3 · derivative.expiration_date: This date entry is made pursuant to SEC EDGAR guidelines in effect until system modifications are implemented. Read SEC document |
| May 09, 2003 Filed May 13, 2003 20:06 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 2,400 | $0.00 Strike: $28.22 | $0.00 |
DisclosureSEC source: 0001209191-03-004215 · bos89229_bos15jhb.xml · derivative · entry 1 BIGGS JOHN H · CIK 0001013051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Underlying: Common · 2,400 shares Expires 2013-04-28 F1 · derivative.exercise_price: The exercisable price is the average of the fair market value for the fifth through ninth business days following the date of grant. F3 · price: Converts on a one-for-one basis. F2 · derivative.exercise_date: Stock Option is exercisable on the date of the annual meeting per the following schedule: 40% exercisable on year after grant, an additional 30% exercisable three years after grant and the final 30% exercisable five years after grant. 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.