Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Senior Vice President | August 26, 2026 | August 28, 2026 |
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.
INTERNATIONAL BUSINESS MACHINES CORP
Report date August 26, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,800.35 |
Reported balance
After 2026-08-26 transaction · row 1
1 source rowRow 1 · 2026-08-26 · Sale · Disposed 25,000 · Balance 47,800.35 F1: The price reported in Column 4 is weighted average price. These shares were sold in multiple transactions at prices ranging from $229.835 to $230.69, inclusive. The reporting person undertakes to provide to International Business Machines Corporation (IBM), any security holder of IBM, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is weighted average price. These shares were sold in multiple transactions at prices ranging from $229.835 to $230.69, inclusive. The reporting person undertakes to provide to International Business Machines Corporation (IBM), any security holder of IBM, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4.
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 |
|---|---|---|---|---|---|---|
| August 26, 2026 Filed Aug 28, 2026 16:23 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 25,000 | $230.32 | $5,758,087.50 |
DisclosureSEC source: 0002005007-26-000005 · primarydocument.xml · nonDerivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,800.35 F1 · price: The price reported in Column 4 is weighted average price. These shares were sold in multiple transactions at prices ranging from $229.835 to $230.69, inclusive. The reporting person undertakes to provide to International Business Machines Corporation (IBM), any security holder of IBM, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 21:52 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantEmp. Stock Option (right to buy) · Derivative | 42,258 | $0.00 Strike: $243.22 | $0.00 |
DisclosureSEC source: 0002005007-26-000004 · primarydocument.xml · derivative · entry 2 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,258 Underlying: Common Stock · 42,258 shares Expires 2036-02-25 F2 · derivative.exercise_date: These derivative securities vest in four equal annual installments, the first vesting being on the date exercisable shown. All expire on the expiration date shown above. F2 · derivative.expiration_date: These derivative securities vest in four equal annual installments, the first vesting being on the date exercisable shown. All expire on the expiration date shown above. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 21:52 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 10,565 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002005007-26-000004 · primarydocument.xml · derivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,565 Underlying: Common Stock · 10,565 shares Expires not disclosed F1 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,641 of these units on February 26, 2027, 2,641 of these units on February 26, 2028, 2,641 of these units on February 26, 2029, and 2,642 of these units on February 26, 2030. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,641 of these units on February 26, 2027, 2,641 of these units on February 26, 2028, 2,641 of these units on February 26, 2029, and 2,642 of these units on February 26, 2030. F1 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,641 of these units on February 26, 2027, 2,641 of these units on February 26, 2028, 2,641 of these units on February 26, 2029, and 2,642 of these units on February 26, 2030. F1 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,641 of these units on February 26, 2027, 2,641 of these units on February 26, 2028, 2,641 of these units on February 26, 2029, and 2,642 of these units on February 26, 2030. Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 02:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002005007-26-000003 · primarydocument.xml · derivative · entry 9 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,333 Underlying: Common Stock · 2,667 shares Expires not disclosed 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: On 2/21/24, the reporting person was granted 10,666 RSUs, 2,666 of which vested on 2/21/25, 2,667 of which vested on 2/21/26, 2,666 of which will vest on 2/21/27, and 2,667 of which will vest on 2/21/28. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F5 · derivative.exercise_date: On 2/21/24, the reporting person was granted 10,666 RSUs, 2,666 of which vested on 2/21/25, 2,667 of which vested on 2/21/26, 2,666 of which will vest on 2/21/27, and 2,667 of which will vest on 2/21/28. F5 · derivative.expiration_date: On 2/21/24, the reporting person was granted 10,666 RSUs, 2,666 of which vested on 2/21/25, 2,667 of which vested on 2/21/26, 2,666 of which will vest on 2/21/27, and 2,667 of which will vest on 2/21/28. F5 · balance_after: On 2/21/24, the reporting person was granted 10,666 RSUs, 2,666 of which vested on 2/21/25, 2,667 of which vested on 2/21/26, 2,666 of which will vest on 2/21/27, and 2,667 of which will vest on 2/21/28. Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 02:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 3,116 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002005007-26-000003 · primarydocument.xml · derivative · entry 8 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,116 Underlying: Common Stock · 3,116 shares Expires not disclosed 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. F4 · security: On 2/21/23, the reporting person was granted 12,463 RSUs, 3,115 of which vested on 2/21/24, 3,116 of which vested on 2/21/25, 3,116 of which vested on 2/21/26 and 3,116 of which will vest on 2/21/27. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F4 · derivative.exercise_date: On 2/21/23, the reporting person was granted 12,463 RSUs, 3,115 of which vested on 2/21/24, 3,116 of which vested on 2/21/25, 3,116 of which vested on 2/21/26 and 3,116 of which will vest on 2/21/27. F4 · derivative.expiration_date: On 2/21/23, the reporting person was granted 12,463 RSUs, 3,115 of which vested on 2/21/24, 3,116 of which vested on 2/21/25, 3,116 of which vested on 2/21/26 and 3,116 of which will vest on 2/21/27. F4 · balance_after: On 2/21/23, the reporting person was granted 12,463 RSUs, 3,115 of which vested on 2/21/24, 3,116 of which vested on 2/21/25, 3,116 of which vested on 2/21/26 and 3,116 of which will vest on 2/21/27. Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 02:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,631 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002005007-26-000003 · primarydocument.xml · derivative · entry 7 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,631 shares Expires not disclosed 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 · security: On 2/21/22, the reporting person was granted 10,515 RSUs, 2,628 of which vested on 2/21/23, 2,628 of which vested on 2/21/24, 2,628 of which vested on 2/21/25 and 2,631 of which vested on 2/21/26. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F1 · derivative.exercise_date: On 2/21/22, the reporting person was granted 10,515 RSUs, 2,628 of which vested on 2/21/23, 2,628 of which vested on 2/21/24, 2,628 of which vested on 2/21/25 and 2,631 of which vested on 2/21/26. F1 · derivative.expiration_date: On 2/21/22, the reporting person was granted 10,515 RSUs, 2,628 of which vested on 2/21/23, 2,628 of which vested on 2/21/24, 2,628 of which vested on 2/21/25 and 2,631 of which vested on 2/21/26. Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 02:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,349 | $256.42 | $345,910.58 |
DisclosureSEC source: 0002005007-26-000003 · primarydocument.xml · nonDerivative · entry 6 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,799.979 Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 02:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0002005007-26-000003 · primarydocument.xml · nonDerivative · entry 5 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,148.979 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 21, 2026 Filed Feb 24, 2026 02:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,575 | $256.42 | $403,861.50 |
DisclosureSEC source: 0002005007-26-000003 · primarydocument.xml · nonDerivative · entry 4 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,481.979 Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 02:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 3,116 | $0.00 | $0.00 |
DisclosureSEC source: 0002005007-26-000003 · primarydocument.xml · nonDerivative · entry 3 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,056.979 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 21, 2026 Filed Feb 24, 2026 02:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,329 | $256.42 | $340,782.18 |
DisclosureSEC source: 0002005007-26-000003 · primarydocument.xml · nonDerivative · entry 2 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,940.979 Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 02:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,631 | $0.00 | $0.00 |
DisclosureSEC source: 0002005007-26-000003 · primarydocument.xml · nonDerivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,269.979 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 18, 2026 Filed Feb 19, 2026 21:50 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,549 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002005007-26-000002 · primarydocument.xml · derivative · entry 3 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,648 Underlying: Common Stock · 2,549 shares Expires not disclosed 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 · security: On 2/18/25, the reporting person was granted 10,197 RSUs, 2,549 of which vested on 02/18/26, 2,549 of which will vest on 02/18/27, 2,549 of which will vest on 02/18/28 and 2,550 of which will vest on 02/18/29. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F1 · derivative.exercise_date: On 2/18/25, the reporting person was granted 10,197 RSUs, 2,549 of which vested on 02/18/26, 2,549 of which will vest on 02/18/27, 2,549 of which will vest on 02/18/28 and 2,550 of which will vest on 02/18/29. F1 · derivative.expiration_date: On 2/18/25, the reporting person was granted 10,197 RSUs, 2,549 of which vested on 02/18/26, 2,549 of which will vest on 02/18/27, 2,549 of which will vest on 02/18/28 and 2,550 of which will vest on 02/18/29. F1 · balance_after: On 2/18/25, the reporting person was granted 10,197 RSUs, 2,549 of which vested on 02/18/26, 2,549 of which will vest on 02/18/27, 2,549 of which will vest on 02/18/28 and 2,550 of which will vest on 02/18/29. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 21:50 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,290 | $258.68 | $333,697.20 |
DisclosureSEC source: 0002005007-26-000002 · primarydocument.xml · nonDerivative · entry 2 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,638.979 Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 21:50 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,549 | $0.00 | $0.00 |
DisclosureSEC source: 0002005007-26-000002 · primarydocument.xml · nonDerivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,928.979 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, 2026 Filed Feb 2, 2026 22:58 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 20,879 | $303.76 | $6,342,100.65 |
DisclosureSEC source: 0002005007-26-000001 · primarydocument.xml · nonDerivative · entry 2 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,379.979 Read SEC document |
| February 01, 2026 Filed Feb 2, 2026 22:58 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 42,247 | $0.00 | $0.00 |
DisclosureSEC source: 0002005007-26-000001 · primarydocument.xml · nonDerivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,258.979 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2023-2025) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 22:25 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0002005007-25-000003 · primarydocument.xml · nonDerivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,011.824 Read SEC document |
| June 08, 2025 Filed Jun 9, 2025 20:54 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 3,443 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004652 · primarydocument.xml · derivative · entry 3 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,443 shares Expires not disclosed 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 · security: On 06/08/21, the reporting person was granted 13,325 RSUs, 3,331 of which vested on 06/08/22, 3,331 of which vested on 06/08/23, 3,331 of which vested on 06/08/24, and 3,332 of which vested on 06/08/25. In connection with the spin-off of Kyndryl Holdings, Inc. on November 3, 2021, unvested Issuer restricted stock units were adjusted to reflect additional restricted stock units, which additional restricted stock units are included in the figures above. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F1 · balance_after: On 06/08/21, the reporting person was granted 13,325 RSUs, 3,331 of which vested on 06/08/22, 3,331 of which vested on 06/08/23, 3,331 of which vested on 06/08/24, and 3,332 of which vested on 06/08/25. In connection with the spin-off of Kyndryl Holdings, Inc. on November 3, 2021, unvested Issuer restricted stock units were adjusted to reflect additional restricted stock units, which additional restricted stock units are included in the figures above. Read SEC document |
| June 08, 2025 Filed Jun 9, 2025 20:54 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,739 | $268.85 | $467,530.15 |
DisclosureSEC source: 0001562180-25-004652 · primarydocument.xml · nonDerivative · entry 2 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,711.461 Read SEC document |
| June 08, 2025 Filed Jun 9, 2025 20:54 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 3,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004652 · primarydocument.xml · nonDerivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,450.461 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 |
| March 03, 2025 Filed Mar 3, 2025 22:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 26,543 | $253.01 | $6,715,639.12 |
DisclosureSEC source: 0001562180-25-001867 · primarydocument.xml · nonDerivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,007.275 F1 · price: The price reported in Column 4 is weighted average price. These shares were sold in multiple transactions at prices ranging from $252.52 to $253.74, inclusive. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,666 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001604 · primarydocument.xml · derivative · entry 9 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 2,666 shares Expires not disclosed 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: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · kind: Release of restricted stock units. F1 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F1 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 3,116 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001604 · primarydocument.xml · derivative · entry 8 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,232 Underlying: Common Stock · 3,116 shares Expires not disclosed 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: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · kind: Release of restricted stock units. F1 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F1 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,628 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001604 · primarydocument.xml · derivative · entry 7 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,631 Underlying: Common Stock · 2,628 shares Expires not disclosed 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: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · kind: Release of restricted stock units. F1 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F1 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,349 | $262.93 | $354,685.83 |
DisclosureSEC source: 0001562180-25-001604 · primarydocument.xml · nonDerivative · entry 6 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,550.275 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001604 · primarydocument.xml · nonDerivative · entry 5 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,899.275 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 21, 2025 Filed Feb 25, 2025 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,575 | $262.93 | $414,106.88 |
DisclosureSEC source: 0001562180-25-001604 · primarydocument.xml · nonDerivative · entry 4 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,233.275 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 3,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001604 · primarydocument.xml · nonDerivative · entry 3 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,808.275 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 21, 2025 Filed Feb 25, 2025 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,327 | $262.93 | $348,901.48 |
DisclosureSEC source: 0001562180-25-001604 · primarydocument.xml · nonDerivative · entry 2 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,692.275 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001604 · primarydocument.xml · nonDerivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,019.275 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 18, 2025 Filed Feb 19, 2025 23:05 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantEmp. Stock Option (right to buy) · Derivative | 40,786 | $0.00 Strike: $261.89 | $0.00 |
DisclosureSEC source: 0001562180-25-001370 · primarydocument.xml · derivative · entry 2 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,786 Underlying: Common Stock · 40,786 shares Expires 2035-02-17 F2 · derivative.exercise_date: These derivative securities vest in four equal annual installments, the first vesting being on the date exercisable shown. All expire on the expiration date shown above. F2 · derivative.expiration_date: These derivative securities vest in four equal annual installments, the first vesting being on the date exercisable shown. All expire on the expiration date shown above. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 23:05 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 10,197 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001370 · primarydocument.xml · derivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,197 Underlying: Common Stock · 10,197 shares Expires not disclosed F1 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,549 of these units on February 18, 2026, 2,549 of these units on February 18, 2027, 2,549 of these units on February 18, 2028, and 2,550 of these units on February 18, 2029. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,549 of these units on February 18, 2026, 2,549 of these units on February 18, 2027, 2,549 of these units on February 18, 2028, and 2,550 of these units on February 18, 2029. F1 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,549 of these units on February 18, 2026, 2,549 of these units on February 18, 2027, 2,549 of these units on February 18, 2028, and 2,550 of these units on February 18, 2029. F1 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,549 of these units on February 18, 2026, 2,549 of these units on February 18, 2027, 2,549 of these units on February 18, 2028, and 2,550 of these units on February 18, 2029. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 22:50 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 14,714 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001167 · primarydocument.xml · derivative · entry 3 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,714 shares Expires not disclosed 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 · security: On 02/11/2020, the reporting person was granted 35,601 RSUs, 21,360 of which vested 02/11/24, and 14,241 of which vested on 02/11/25. In connection with the spin-off of Kyndryl Holdings, Inc. on November 3, 2021, unvested Issuer restricted stock units were adjusted to reflect additional restricted stock units, which additional restricted stock units are included in the figures above. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 22:50 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 7,423 | $253.71 | $1,883,252.22 |
DisclosureSEC source: 0001562180-25-001167 · primarydocument.xml · nonDerivative · entry 2 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,391.275 Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 22:50 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 14,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001167 · primarydocument.xml · nonDerivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,814.275 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 10, 2025 Filed Feb 11, 2025 21:09 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 1 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001106 · primarydocument.xml · derivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5 Underlying: Common Stock · 1 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess Savings Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess Savings Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess Savings Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| February 01, 2025 Filed Feb 3, 2025 23:54 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 14,244 | $254.56 | $3,625,881.42 |
DisclosureSEC source: 0001562180-25-000842 · primarydocument.xml · nonDerivative · entry 2 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,100.275 Read SEC document |
| February 01, 2025 Filed Feb 3, 2025 23:54 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 29,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000842 · primarydocument.xml · nonDerivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,344.275 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2022-2024) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 21:09 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 1 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007673 · primarydocument.xml · derivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5 Underlying: Common Stock · 1 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess Savings Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess Savings Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess Savings Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| August 09, 2024 Filed Aug 12, 2024 20:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 1 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006138 · primarydocument.xml · derivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5 Underlying: Common Stock · 1 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess Savings Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess Savings Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess Savings Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| June 10, 2024 Filed Jun 11, 2024 22:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GiftCommon Stock | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004963 · primarydocument.xml · nonDerivative · entry 5 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,006.549 Read SEC document |
| June 08, 2024 Filed Jun 11, 2024 22:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 3,442 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004963 · primarydocument.xml · derivative · entry 8 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,443 Underlying: Common Stock · 3,442 shares Expires not disclosed 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: On 06/08/21, the reporting person was granted 13,325 RSUs, 3,331 of which vested on 06/08/22, 3,331 of which vested on 06/08/23, 3,331 of which vested on 06/08/24, and 3,332 of which will vest on 06/08/25. In connection with the spin-off of Kyndryl Holdings, Inc. on November 3, 2021, unvested Issuer restricted stock units were adjusted to reflect additional restricted stock units, which additional restricted stock units are included in the figures above. F3 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F4 · kind: Release of restricted stock units. F3 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F5 · balance_after: On 06/08/21, the reporting person was granted 13,325 RSUs, 3,331 of which vested on 06/08/22, 3,331 of which vested on 06/08/23, 3,331 of which vested on 06/08/24, and 3,332 of which will vest on 06/08/25. In connection with the spin-off of Kyndryl Holdings, Inc. on November 3, 2021, unvested Issuer restricted stock units were adjusted to reflect additional restricted stock units, which additional restricted stock units are included in the figures above. Read SEC document |
| June 08, 2024 Filed Jun 11, 2024 22:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 3,673 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004963 · primarydocument.xml · derivative · entry 7 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,673 shares Expires not disclosed 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. F2 · security: On 06/08/20, the reporting person was granted 14,207 RSUs, 3,551 of which vested on 06/08/21, 3,551 of which vested on 06/08/22, 3,551 of which vested on 06/08/23, and 3,554 of which vested on 06/08/24. In connection with the spin-off of Kyndryl Holdings, Inc. on November 3, 2021, unvested Issuer restricted stock units were adjusted to reflect additional restricted stock units, which additional restricted stock units are included in the figures above. F3 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F4 · kind: Release of restricted stock units. F3 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · balance_after: On 06/08/20, the reporting person was granted 14,207 RSUs, 3,551 of which vested on 06/08/21, 3,551 of which vested on 06/08/22, 3,551 of which vested on 06/08/23, and 3,554 of which vested on 06/08/24. In connection with the spin-off of Kyndryl Holdings, Inc. on November 3, 2021, unvested Issuer restricted stock units were adjusted to reflect additional restricted stock units, which additional restricted stock units are included in the figures above. Read SEC document |
| June 08, 2024 Filed Jun 11, 2024 22:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,736 | $169.71 | $294,616.56 |
DisclosureSEC source: 0001562180-24-004963 · primarydocument.xml · nonDerivative · entry 4 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,006.549 Read SEC document |
| June 08, 2024 Filed Jun 11, 2024 22:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 3,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004963 · primarydocument.xml · nonDerivative · entry 3 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,742.549 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 |
| June 08, 2024 Filed Jun 11, 2024 22:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,852 | $169.71 | $314,302.92 |
DisclosureSEC source: 0001562180-24-004963 · primarydocument.xml · nonDerivative · entry 2 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,300.549 Read SEC document |
| June 08, 2024 Filed Jun 11, 2024 22:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 3,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004963 · primarydocument.xml · nonDerivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,152.549 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 |
| May 09, 2024 Filed May 10, 2024 20:52 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 1 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003958 · primarydocument.xml · derivative · entry 1 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5 Underlying: Common Stock · 1 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess Savings Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess Savings Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess Savings Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:29 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 3,115 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001707 · primarydocument.xml · derivative · entry 8 Thomas Robert David · CIK 0002005007 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,348 Underlying: Common Stock · 3,115 shares Expires not disclosed 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. F3 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F4 · kind: Release of restricted stock units. F3 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. 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.