Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROCTER & GAMBLE CoPG · Entity 2814 | Director | October 11, 2005 | October 13, 2005 |
| VERIZON COMMUNICATIONS INCVZ · Entity 116 | Director | February 07, 2008 | February 11, 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.
PROCTER & GAMBLE Co
Report date October 11, 2005 · Filed October 13, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,112.69 |
Reported balance
After 2005-10-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2005-10-11 · Grant · Acquired 2,227 · Balance 16,112.69 F1: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan.
F2: 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.
VERIZON COMMUNICATIONS INC
Report date February 07, 2008 · Filed February 11, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDeferred Compensation/Restricted Units | 43,947 |
Reported balance
After 2008-02-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2008-02-07 · Grant · Acquired 3,518 · Balance 43,947 F1: In addition, as of 12/31/2007, 366 shares are held directly. |
Filing footnotes · ownership attribution and instrument terms
F1: In addition, as of 12/31/2007, 366 shares are held directly.
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 07, 2008 Filed Feb 11, 2008 21:26 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 3,518 | $36.95 | $129,990.10 |
DisclosureSEC source: 0001233402-08-000059 · edgar.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation/Restricted Units Disclosed balance after: 43,947 F1 · balance_after: In addition, as of 12/31/2007, 366 shares are held directly. Read SEC document |
| August 02, 2007 Filed Aug 3, 2007 20:03 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | Exercise / conversionStock Option Non-Qualified · Derivative | 7,499 | $35.51 Strike: $35.51 | $266,289.49 |
DisclosureSEC source: 0001233402-07-000281 · edgar.xml · derivative · entry 9 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,499 shares Expires 2014-02-03 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 |
| August 02, 2007 Filed Aug 3, 2007 20:03 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | Exercise / conversionStock Option Non-Qualified · Derivative | 10,350 | $41.88 Strike: $41.88 | $433,458.00 |
DisclosureSEC source: 0001233402-07-000281 · edgar.xml · derivative · entry 8 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,350 shares Expires 2010-06-30 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 |
| August 02, 2007 Filed Aug 3, 2007 20:03 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | Exercise / conversionStock Option Non-Qualified · Derivative | 5,255 | $37.24 Strike: $37.24 | $195,696.20 |
DisclosureSEC source: 0001233402-07-000281 · edgar.xml · derivative · entry 7 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,255 shares Expires 2013-02-02 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 |
| August 02, 2007 Filed Aug 3, 2007 20:03 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | SaleCommon Stock | 7,499 | $43.18 | $323,806.82 |
DisclosureSEC source: 0001233402-07-000281 · edgar.xml · nonDerivative · entry 6 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366 F1 · balance_after: In connection with the spin-off of Verizon's domestic directories business on November 17, 2006, stock-based awards held by current and former Verizon directors, including these options, which were originally granted to Mr. Storey for 5,078 shares of common stock at an exercise price of $38.54, 10,000 shares of common stock at an exercise price of $43.34 and 7,246 shares of common stock at an exercise price of $36.75, were adjusted pursuant to antidilution provisions of Verizon's Long-Term Incentive Plan. In addition, as reported on Form 4 dated 02/01/2007, the following securities are held indirectly: 38,455 in Deferred Compensation. Read SEC document |
| August 02, 2007 Filed Aug 3, 2007 20:03 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | SaleCommon Stock | 10,350 | $43.19 | $447,016.50 |
DisclosureSEC source: 0001233402-07-000281 · edgar.xml · nonDerivative · entry 5 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,865 Read SEC document |
| August 02, 2007 Filed Aug 3, 2007 20:03 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | SaleCommon Stsock | 5,255 | $43.20 | $227,016.00 |
DisclosureSEC source: 0001233402-07-000281 · edgar.xml · nonDerivative · entry 4 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,215 Read SEC document |
| August 02, 2007 Filed Aug 3, 2007 20:03 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | Exercise / conversionCommon Stock | 7,499 | $35.51 | $266,289.49 |
DisclosureSEC source: 0001233402-07-000281 · edgar.xml · nonDerivative · entry 3 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,470 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 |
| August 02, 2007 Filed Aug 3, 2007 20:03 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | Exercise / conversionCommon Stock | 10,350 | $41.88 | $433,458.00 |
DisclosureSEC source: 0001233402-07-000281 · edgar.xml · nonDerivative · entry 2 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,971 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 |
| August 02, 2007 Filed Aug 3, 2007 20:03 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | Exercise / conversionCommon Stock | 5,255 | $37.24 | $195,696.20 |
DisclosureSEC source: 0001233402-07-000281 · edgar.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,621 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 01, 2007 Filed Feb 5, 2007 19:52 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 3,421 | $38.00 | $129,998.00 |
DisclosureSEC source: 0001233402-07-000068 · edgar.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 38,455 F1 · balance_after: In addition, as of 12/31/2006, 366 shares are held directly. Read SEC document |
| February 01, 2006 Filed Feb 3, 2006 18:49 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 4,088 | $31.80 | $129,998.40 |
DisclosureSEC source: 0001233402-06-000049 · edgar.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 32,217 F1 · balance_after: In addition, as of 12/31/2005, 366 shares are held directly. Read SEC document |
| October 11, 2005 Filed Oct 13, 2005 18:42 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 2,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080424-05-000214 · doc4.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,112.69 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. Read SEC document |
| February 02, 2005 Filed Feb 4, 2005 19:02 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 3,623 | $35.88 | $129,993.24 |
DisclosureSEC source: 0001233402-05-000051 · edgar.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 26,879 F1 · balance_after: In addition, as of 12/31/2004, 366 shares are held directly. Read SEC document |
| October 12, 2004 Filed Oct 13, 2004 18:39 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,863 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000191 · doc4.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,781 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| October 05, 2004 Filed Oct 6, 2004 21:13 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | SaleCommon Stock | 3,760 | $54.13 | $203,528.80 |
DisclosureSEC source: 0000080424-04-000178 · doc4.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,918 Read SEC document |
| September 27, 2004 Filed Sep 29, 2004 19:46 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (right to buy) · Derivative | 3,760 | $34.57 Strike: $34.57 | $129,978.69 |
DisclosureSEC source: 0000080424-04-000177 · doc4.xml · derivative · entry 2 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,760 shares Expires 2016-09-24 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 · shares: Due to the spin-off of a portion of Issuer's business, reporting person's stock option exercise price was adjusted, pursuant to the anti-dilution provisions of Issuer's stock option plan, in order to preserve the pre-spin-off value of the option. Also adjusted for 2-1 stock split effective June 21, 2004. Read SEC document |
| September 27, 2004 Filed Sep 29, 2004 19:46 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 3,760 | $34.57 | $129,978.69 |
DisclosureSEC source: 0000080424-04-000177 · doc4.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,678 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 04, 2004 Filed Feb 6, 2004 22:11 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantStock Option Non-Qualified · Derivative | 7,246 | $0.00 Strike: $36.75 | $0.00 |
DisclosureSEC source: 0001233402-04-000054 · edgar.xml · derivative · entry 2 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,246 Underlying: Common Stock · 7,246 shares Expires 2014-02-03 Read SEC document |
| February 04, 2004 Filed Feb 6, 2004 22:11 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 1,769 | $36.75 | $65,010.75 |
DisclosureSEC source: 0001233402-04-000054 · edgar.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 22,601 F1 · balance_after: In addition, as of 12/31/2003, 366 shares are held directly. Due to an internal systems error, the directly-held shares reported on the Form 5 for 2003 were not accurate. Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 20:33 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantCommon Stock | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0000080424-04-000012 · doc4.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,959 F1 · price: Shares received pursuant to the 2003 Non-Employee Directors' Stock Plan. Read SEC document |
| November 21, 2003 Filed Nov 25, 2003 19:19 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | SaleCommon Stock | 2,015 | $96.35 | $194,135.18 |
DisclosureSEC source: 0000080424-03-000205 · doc4.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,953 Read SEC document |
| November 19, 2003 Filed Nov 21, 2003 15:25 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (right to buy) · Derivative | 2,015 | $62.02 Strike: $62.50 | $124,977.55 |
DisclosureSEC source: 0000080424-03-000202 · doc4.xml · derivative · entry 2 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,015 shares Expires 2015-09-15 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. F1 · derivative.exercise_price: Due to the spin-off of a portion of Issuer's business, reporting person's stock option was adjusted, pursuant to the anti-dilution provisions of Issuer's stock option plan, in order to preserve the pre-spin-off value of the option. F1 · shares: Due to the spin-off of a portion of Issuer's business, reporting person's stock option was adjusted, pursuant to the anti-dilution provisions of Issuer's stock option plan, in order to preserve the pre-spin-off value of the option. F1 · derivative.underlying_shares: Due to the spin-off of a portion of Issuer's business, reporting person's stock option was adjusted, pursuant to the anti-dilution provisions of Issuer's stock option plan, in order to preserve the pre-spin-off value of the option. Read SEC document |
| November 19, 2003 Filed Nov 21, 2003 15:25 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 2,015 | $62.02 | $124,977.55 |
DisclosureSEC source: 0000080424-03-000202 · doc4.xml · nonDerivative · entry 1 STOREY ROBERT D · CIK 0001190705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,968 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.