Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMGEN INCAMGN · Entity 2832 | Exe VP & CFO | October 31, 2006 | November 01, 2006 |
| BOEING COBA · Entity 2862 | Director | April 02, 2007 | April 04, 2007 |
| Lucy Scientific Discovery, Inc.LSDI · Entity 116849 | Director · Executive Chairman | February 08, 2023 | February 09, 2023 |
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.
AMGEN INC
Report date October 31, 2006 · Filed November 01, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,000 |
Ending reported balance
After 2006-10-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2006-10-31 · Exercise / conversion · Acquired 30,000 · Balance 40,000 Row 2 · 2006-10-31 · Sale · Disposed 30,000 · Balance 10,000 |
| NQSO (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.36 · Expires 2009-07-01 | Direct | 27,394 |
Reported balance
After 2006-10-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2006-10-31 · Exercise / conversion · Disposed 30,000 · Balance 27,394 F1: (RDN-7/02) The option becomes exercisable for 29,999 shares on July 1, 2003; 29,999 shares on July 1, 2004; 29,999 shares on July 1, 2005; 30,000 shares on July 1, 2006; and 27,394 shares on July 1, 2007. |
Filing footnotes · ownership attribution and instrument terms
F1: (RDN-7/02) The option becomes exercisable for 29,999 shares on July 1, 2003; 29,999 shares on July 1, 2004; 29,999 shares on July 1, 2005; 30,000 shares on July 1, 2006; and 27,394 shares on July 1, 2007.
BOEING CO
Report date April 02, 2007 · Filed April 04, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,879.43 |
Reported balance
After 2007-04-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2007-04-02 · Grant · Acquired 578.8 · Balance 5,879.43 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.
Lucy Scientific Discovery, Inc.
Report date February 08, 2023 · Filed February 09, 2023
This filing explicitly reported no securities owned.
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, 2003 Filed Jul 2, 2003 20:24 UTC | AMGEN INC AMGN · Entity 2832 | GrantNQSO (Right to Buy) · Derivative | 148,482 | $0.00 Strike: $65.85 | $0.00 |
DisclosureSEC source: 0001181431-03-012808 · rrd11640.xml · derivative · entry 2 NANULA RICHARD D · CIK 0001184629 · Exe VP Fin, Strat & Comm & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,482 Underlying: Common Stock · 148,482 shares Expires 2010-07-01 F2 · price: 0 F1 · derivative.exercise_date: (RDN-07/03-NQSO) The option becomes exercisable for 30,000 shares on July 1, 2004; 30,000 shares on July 1, 2005; 30,000 shares on July 1, 2006; 30,000 shares on July 1, 2007; and 28,482 shares on July 1, 2008, respectively. Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 20:24 UTC | AMGEN INC AMGN · Entity 2832 | GrantISO (Right to Buy) · Derivative | 1,518 | $0.00 Strike: $65.85 | $0.00 |
DisclosureSEC source: 0001181431-03-012808 · rrd11640.xml · derivative · entry 1 NANULA RICHARD D · CIK 0001184629 · Exe VP Fin, Strat & Comm & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,518 Underlying: Common Stock · 1,518 shares Expires 2010-07-01 F2 · price: 0 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.