Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHNSON & JOHNSONJNJ · Entity 2722 | VP, Chief Information Officer | December 30, 2005 | January 04, 2006 |
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.
JOHNSON & JOHNSON
Report date December 30, 2005 · Filed January 04, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Indirect401 (k) and ESOP Savings Plans | 4,996 |
Reported balance
After 2005-12-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2005-12-30 · Other · Acquired 27 · Balance 4,996 F1: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plans' most recent reporting date (12/30/2005). |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,046 |
Reported balance
After 2005-12-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2005-12-30 · Other · Acquired 22 · Balance 4,046 F4: The Phantom Stock converts into common stock on a one-for-one basis. F3: The Phantom Stock Units acquired under the Issuer's Executive Income Deferral Plan on December 30, 2005 at $60.37 per share are to be settled in cash upon the Reporting Person's Retirement. |
| CommonSEC Table I · non-derivative | Direct | 161,864 |
Reported balance
Holding disclosure · report date 2005-12-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 161,864 |
| CommonSEC Table I · non-derivative | IndirectHeld for Son under UTMA | 870 |
Reported balance
Holding disclosure · report date 2005-12-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 870 |
| CommonSEC Table I · non-derivative | IndirectBy Daughter | 770 |
Reported balance
Holding disclosure · report date 2005-12-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 770 F2: Held by Husband as custodian under UTMA. |
| CommonSEC Table I · non-derivative | IndirectBy Daughter | 770 |
Reported balance
Holding disclosure · report date 2005-12-30 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 770 F2: Held by Husband as custodian under UTMA. |
| CommonSEC Table I · non-derivative | IndirectBy Son | 770 |
Reported balance
Holding disclosure · report date 2005-12-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 770 F2: Held by Husband as custodian under UTMA. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plans' most recent reporting date (12/30/2005).
F2: Held by Husband as custodian under UTMA.
F3: The Phantom Stock Units acquired under the Issuer's Executive Income Deferral Plan on December 30, 2005 at $60.37 per share are to be settled in cash upon the Reporting Person's Retirement.
F4: The Phantom Stock converts into common stock on a one-for-one basis.
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 |
|---|---|---|---|---|---|---|
| September 30, 2003 Filed Oct 2, 2003 13:44 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | OtherPhantom Stock Units · Derivative | 8 | $49.55 Strike: $0.00 | $396.40 |
DisclosureSEC source: 0000200406-03-000041 · edgar.xml · derivative · entry 7 HEISEN JOANN HEFFERNAN · CIK 0001192206 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,582 Underlying: Common · 8 shares Expires not disclosed F4 · derivative.exercise_price: The Phantom Stock converts into common stock on a one-for-one basis. F5 · derivative.exercise_date: The Phantom Stock Units were acquired under the Issuer's Executive Income Deferral Plan on September 30, 2003 at $49.55 per share and are to be settled in cash upon the Reporting Person's Retirement. F5 · derivative.expiration_date: The Phantom Stock Units were acquired under the Issuer's Executive Income Deferral Plan on September 30, 2003 at $49.55 per share and are to be settled in cash upon the Reporting Person's Retirement. Read SEC document |
| September 30, 2003 Filed Oct 2, 2003 13:44 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | OtherCommon | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0000200406-03-000041 · edgar.xml · nonDerivative · entry 2 HEISEN JOANN HEFFERNAN · CIK 0001192206 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Indirect · 401 (k) and ESOP Savings Plans Disclosed balance after: 4,369 F1 · security: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plan's most recent reporting date (09/30/2003). F1 · date: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plan's most recent reporting date (09/30/2003). F1 · price: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plan's most recent reporting date (09/30/2003). Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 15:54 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | OtherPhantom Stock Units · Derivative | 8 | $51.65 Strike: $0.00 | $413.20 |
DisclosureSEC source: 0001192206-03-000006 · edgar.xml · derivative · entry 2 HEISEN JOANN HEFFERNAN · CIK 0001192206 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,574 Underlying: Common · 8 shares Expires 1988-08-08 F5 · derivative.exercise_price: The Phantom Stock converts into common stock on a one-for-one basis. F6 · derivative.exercise_date: The Phantom Stock Units were acquired under the Issuer's Executive Income Deferral Plan on June 30, 2003 at $ 51.65 per share and are to be settled in cash upon the Reporting Person's Retirement. F6 · derivative.expiration_date: The Phantom Stock Units were acquired under the Issuer's Executive Income Deferral Plan on June 30, 2003 at $ 51.65 per share and are to be settled in cash upon the Reporting Person's Retirement. Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 15:54 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | OtherCommon | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001192206-03-000006 · edgar.xml · nonDerivative · entry 1 HEISEN JOANN HEFFERNAN · CIK 0001192206 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Indirect · 401 (k) and ESOP Savigns Plan Disclosed balance after: 4,348 F1 · security: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plan's most recent reporting date (06/30/2003). F1 · date: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plan's most recent reporting date (06/30/2003). F1 · price: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plan's most recent reporting date (06/30/2003). F2 · balance_after: As previously reported, the reporting person beneficially and directly owns 137,539 shares of common stock. F3 · balance_after: As previously reported, 297 shares of Common Stock are held indirectly for Son under UTMA. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. F4 · balance_after: As previously reported, the following shares of Common Stock are held indirectly by the reporting person's Husband as custodian under UTMA: 197 by Daughter; 197 by Son; and 197 by Daughter. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 31, 2003 Filed Jun 3, 2003 16:11 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | OtherCommon | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001192206-03-000004 · edgar.xml · nonDerivative · entry 3 HEISEN JOANN HEFFERNAN · CIK 0001192206 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Indirect · 401 (k) and ESOP Savigns Plan Disclosed balance after: 4,346 F2 · security: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at prices ranging from $53.09 to $56.34. F2 · date: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at prices ranging from $53.09 to $56.34. F2 · price: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at prices ranging from $53.09 to $56.34. F3 · balance_after: As previously reported, 297 shares of Common Stock are held for Son under UTMA. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. F4 · balance_after: As previously reported, the following shares of Common Stock are held by the reporting person's Husband as custodian under UTMA: 197 by Daughter; 197 by Son; and 197 by Daughter. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 30, 2003 Filed Jun 3, 2003 16:11 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 60,000 | $11.16 Strike: $11.16 | $669,600.00 |
DisclosureSEC source: 0001192206-03-000004 · edgar.xml · derivative · entry 4 HEISEN JOANN HEFFERNAN · CIK 0001192206 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 60,000 shares Expires 2003-06-14 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. F5 · security: Awarded under Issuer's Stock Option Plan and exercisable in increments of 20% per year starting two years from date of grant. F1 · derivative.exercise_price: Adjusted to reflect two-for-one stock splits in 1996 and 2001. F1 · price: Adjusted to reflect two-for-one stock splits in 1996 and 2001. Read SEC document |
| May 30, 2003 Filed Jun 3, 2003 16:11 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | SaleCommon | 60,000 | $54.00 | $3,240,000.00 |
DisclosureSEC source: 0001192206-03-000004 · edgar.xml · nonDerivative · entry 2 HEISEN JOANN HEFFERNAN · CIK 0001192206 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,539 Read SEC document |
| May 30, 2003 Filed Jun 3, 2003 16:11 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 60,000 | $11.16 | $669,600.00 |
DisclosureSEC source: 0001192206-03-000004 · edgar.xml · nonDerivative · entry 1 HEISEN JOANN HEFFERNAN · CIK 0001192206 · Member, Executive Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,539 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 · price: Adjusted to reflect two-for-one stock splits in 1996 and 2001. 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.