Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSOCIATED BANC-CORPASB · Entity 2747 | Director | April 16, 2026 | April 17, 2026 |
| GENERAL ELECTRIC COGE · Entity 2813 | Senior Vice President | February 20, 2004 | February 24, 2004 |
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.
ASSOCIATED BANC-CORP
Report date April 16, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 98,440.011 |
Reported balance
After 2026-04-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-16 · Grant · Acquired 952.419 · Balance 98,440.011 F1: Phantom stock units granted as a portion of annual salary will remain in the Director's Deferred Compensation Plan until such account balance is distributed pursuant to Insider's distribution elections(s) on file. F2: Stock units are 100% vested at the time of the acquisition. F3: Phantom stock units will remain in the Director's Deferred Compensation Plan until such account balance is distributed pursuant to Insider's distribution elections(s) on file. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units granted as a portion of annual salary will remain in the Director's Deferred Compensation Plan until such account balance is distributed pursuant to Insider's distribution elections(s) on file.
F2: Stock units are 100% vested at the time of the acquisition.
F3: Phantom stock units will remain in the Director's Deferred Compensation Plan until such account balance is distributed pursuant to Insider's distribution elections(s) on file.
GENERAL ELECTRIC CO
Report date February 20, 2004 · Filed February 24, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,435 |
Reported balance
After 2004-02-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2004-02-20 · Grant · Acquired 387 · Balance 1,435 F1: 1-for-1 F2: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends.
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 12, 2003 Filed Sep 17, 2003 01:04 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000080 · edgar.xml · derivative · entry 2 JEFFE ROBERT A · CIK 0001233165 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. F3 · derivative.expiration_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. Read SEC document |
| September 12, 2003 Filed Sep 17, 2003 01:04 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantStock Appreciation Rights (exercisable for stock) · Derivative | 90,000 | $0.00 Strike: $31.53 | $0.00 |
DisclosureSEC source: 0001231205-03-000080 · edgar.xml · derivative · entry 1 JEFFE ROBERT A · CIK 0001233165 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 90,000 shares Expires 2013-09-12 F1 · derivative.exercise_date: The SARs become exercisable in five equal installments of 20% each, beginning on the first anniversary of the grant date. 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.