Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROCTER & GAMBLE CoPG · Entity 2814 | Director | February 02, 2007 | February 05, 2007 |
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.
PROCTER & GAMBLE Co
Report date February 02, 2007 · Filed February 05, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,019.75 |
Reported balance
After 2007-02-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2007-02-02 · Exercise / conversion · Acquired 4,030 · Balance 53,019.75 |
| Common StockSEC Table I · non-derivative | Direct | 51,176.75 |
Reported balance
After 2007-02-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2007-02-02 · Tax withholding · Disposed 1,843 · Balance 51,176.75 F1: Total includes grant of dividend equivalents in the form of RSUs on Nov. 15, 2006, pursuant to Issuer's 2003 Non-Employee Directo rs' Stock Plan. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.88 · Expires 2007-02-28 | Direct | 0 |
Reported balance
After 2007-02-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2007-02-02 · Exercise / conversion · Disposed 4,030 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 4,238.875 |
Reported balance
Holding disclosure · report date 2007-02-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,238.875 |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes grant of dividend equivalents in the form of RSUs on Nov. 15, 2006, pursuant to Issuer's 2003 Non-Employee Directo rs' Stock 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 |
|---|---|---|---|---|---|---|
| February 02, 2007 Filed Feb 5, 2007 21:37 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (right to buy) · Derivative | 4,030 | $29.88 Strike: $29.88 | $120,403.50 |
DisclosureSEC source: 0000080424-07-000014 · doc4.xml · derivative · entry 4 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,030 shares Expires 2007-02-28 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 02, 2007 Filed Feb 5, 2007 21:37 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Tax withholdingCommon Stock | 1,843 | $65.37 | $120,467.70 |
DisclosureSEC source: 0000080424-07-000014 · doc4.xml · nonDerivative · entry 2 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,176.75 F1 · balance_after: Total includes grant of dividend equivalents in the form of RSUs on Nov. 15, 2006, pursuant to Issuer's 2003 Non-Employee Directo rs' Stock Plan. Read SEC document |
| February 02, 2007 Filed Feb 5, 2007 21:37 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 4,030 | $29.88 | $120,403.50 |
DisclosureSEC source: 0000080424-07-000014 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,019.75 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 10, 2006 Filed Oct 12, 2006 19:19 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,004 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-06-000168 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,948.87 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total reflects grant of dividend equivalents in the form of RSUs on February 15, 2006; May 15, 2006 and August 15, 2006, pursuant to Issuer's 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| January 31, 2006 Filed Feb 2, 2006 21:47 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (right to buy) · Derivative | 4,030 | $20.30 Strike: $20.30 | $81,793.69 |
DisclosureSEC source: 0000080424-06-000010 · doc4.xml · derivative · entry 4 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,030 shares Expires 2006-03-01 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 |
| January 31, 2006 Filed Feb 2, 2006 21:47 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Tax withholdingCommon Stock | 1,384 | $59.12 | $81,822.08 |
DisclosureSEC source: 0000080424-06-000010 · doc4.xml · nonDerivative · entry 2 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,330.39 Read SEC document |
| January 31, 2006 Filed Feb 2, 2006 21:47 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 4,030 | $20.30 | $81,793.69 |
DisclosureSEC source: 0000080424-06-000010 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,714.39 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 · balance_after: On November 15, 2005 Reporting Person acquired 163.883 shares under Issuer's dividend reinvestment plan. Read SEC document |
| December 13, 2005 Filed Dec 15, 2005 21:10 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000266 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,520.51 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Automatic conversion of Restricted Stock Units ("RSUs") to withhold for taxes due upon dividend equivalents granted in the form o f RSUs on November 15, 2005. Read SEC document |
| October 11, 2005 Filed Oct 13, 2005 17:53 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000207 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,019.49 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| September 13, 2005 Filed Sep 15, 2005 19:25 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000147 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,792.49 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Total reflects grant of dividend equivalents in the form of RSUs between February 17, 2004 and August 15, 2005, pursuant to Issue r's 2003 Non-Employee Directors' Stock Plan. F3 · balance_after: On August 15, 2005, Reporting Person acquired 155.086 shares under Issuer's dividend reinvestment plan. Read SEC document |
| June 14, 2005 Filed Jun 16, 2005 20:21 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000084 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,080.72 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: On May 16, 2005, Reporting Person acquired 160.409 shares under Issuer's dividend reinvestment plan. Read SEC document |
| March 08, 2005 Filed Mar 10, 2005 21:09 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-05-000042 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,492.31 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: On February 15, 2005, Reporting Person acquired 145.213 shares under Issuer's dividend reinvestment plan. Read SEC document |
| January 31, 2005 Filed Feb 2, 2005 14:44 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (right to buy) · Derivative | 4,030 | $16.44 Strike: $16.44 | $66,234.66 |
DisclosureSEC source: 0000080424-05-000006 · doc4.xml · derivative · entry 3 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,030 shares Expires 2005-02-28 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 |
| January 31, 2005 Filed Feb 2, 2005 14:44 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 4,030 | $16.44 | $66,234.66 |
DisclosureSEC source: 0000080424-05-000006 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,837.1 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 · balance_after: On November 15, 2004, Reporting Person acquired 138.927 shares under Issuer's dividend reinvestment plan. Read SEC document |
| December 14, 2004 Filed Dec 16, 2004 15:58 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000207 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,668.17 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 12, 2004 Filed Oct 13, 2004 18:38 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,863 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000184 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,218.173 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2 · balance_after: Shares adjusted for 2-for-1 stock split effective June 21, 2004. Read SEC document |
| September 14, 2004 Filed Sep 16, 2004 19:16 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 438 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000156 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,355.173 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| June 08, 2004 Filed Jun 10, 2004 18:35 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 208 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000097 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,890.82 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| May 14, 2004 Filed May 18, 2004 17:27 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | OtherCommon Stock | 68.66 | $106.41 | $7,306.11 |
DisclosureSEC source: 0000080424-04-000087 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,682.82 F1 · balance_after: Shares acquired under the issuer's dividend reinvestment plan. Read SEC document |
| March 09, 2004 Filed Mar 11, 2004 15:07 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 223 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000063 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,614.16 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| February 17, 2004 Filed Feb 19, 2004 20:40 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | OtherCommon Stock | 63.29 | $103.12 | $6,526.46 |
DisclosureSEC source: 0000080424-04-000036 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,391.16 F1 · balance_after: Shares acquired under the issuer's dividend reinvestment plan. Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 18:44 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000006 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,327.87 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| December 09, 2003 Filed Dec 11, 2003 20:32 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-03-000210 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,321.87 F1 · price: Shares received pursuant to the 1993 Non-Employee Directors' Stock Plan. Read SEC document |
| November 14, 2003 Filed Nov 19, 2003 20:38 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | OtherCommon Stock | 66.33 | $96.16 | $6,378.03 |
DisclosureSEC source: 0000080424-03-000199 · primary_doc.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,085.87 F1 · balance_after: Shares acquired under the issuer's dividend reinvestment plan. Read SEC document |
| September 09, 2003 Filed Sep 11, 2003 18:39 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-03-000113 · doc4.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,019.54 F1 · price: Shares received pursuant to the 1993 Non-Employee Directors' Stock Plan. Read SEC document |
| August 15, 2003 Filed Aug 26, 2003 18:12 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | OtherCommon Stock | 70.225 | $89.12 | $6,258.45 |
DisclosureSEC source: 0001136543-03-000004 · primary_doc.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,854.539 F1 · balance_after: Shares acquired under the issuer's dividend reinvestment plan. Read SEC document |
| June 10, 2003 Filed Jun 12, 2003 18:21 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-03-000039 · primary_doc.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,784.314 F1 · price: Shares received pursuant to the 1993 Non-Employee Directors' Stock Plan. F2 · balance_after: In additiona, Mr. Gorman indirectly owns 2,032.4210 shares held by trust. Read SEC document |
| May 15, 2003 Filed May 19, 2003 14:15 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | OtherCommon Stock | 61.715 | $90.05 | $5,557.25 |
DisclosureSEC source: 0001136543-03-000002 · primary_doc.xml · nonDerivative · entry 1 GORMAN JOSEPH T · CIK 0001136543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,618.314 F1 · shares: Shares acquired under the issuer's dividend reinvestment plan. F2 · balance_after: In addition, Mr. Gorman indirectly owns 2,032.421 shares held by Trust. 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.