Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director | July 01, 2026 | July 06, 2026 |
| PFIZER INCPFE · Entity 2863 | Director | September 25, 2026 | September 29, 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.
BOEING CO
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,934.751 |
Reported balance
After 2026-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 383 · Balance 2,934.751 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: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. |
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: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
PFIZER INC
Report date September 25, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 28,039.756 |
Reported balance
After 2026-09-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-25 · Grant · Acquired 1,307.987 · Balance 28,039.756 F1: Each unit represents one phantom share of common stock. F2: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents one phantom share of common stock.
F2: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.
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 25, 2026 Filed Sep 29, 2026 18:26 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,307.987 | $28.67 | $37,499.99 |
DisclosureSEC source: 0001225208-26-007989 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,039.756 Underlying: Common Stock · 1,307.987 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. Read SEC document |
| August 05, 2026 Filed Aug 5, 2026 20:02 UTC | PFIZER INC PFE · Entity 2863 | PurchaseCommon Stock | 37,632 | $25.52 | $960,368.64 |
DisclosureSEC source: 0001225208-26-006943 · doc4.xml · nonDerivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,632 Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:40 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 383 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-006505 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,934.751 Underlying: Common Stock · 383 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 19:18 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,543.845 | $24.29 | $37,500.00 |
DisclosureSEC source: 0001225208-26-006260 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,335.128 Underlying: Common Stock · 1,543.845 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 22:37 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 7,686.539 | $26.67 | $205,000.00 |
DisclosureSEC source: 0001225208-26-004659 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,391.124 Underlying: Common Stock · 7,686.539 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election, following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election, following the reporting person's retirement from the Board of Directors. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 21:48 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 404 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004377 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,551.751 Underlying: Common Stock · 404 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 00:18 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,386.834 | $27.04 | $37,499.99 |
DisclosureSEC source: 0001225208-26-004084 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,704.585 Underlying: Common Stock · 1,386.834 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 21:59 UTC | BOEING CO BA · Entity 2862 | PurchaseCommon Stock | 2,230 | $224.20 | $499,966.00 |
DisclosureSEC source: 0001225208-26-003296 · doc4.xml · nonDerivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,430 Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:47 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 378 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000425 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,147.751 Underlying: Common Stock · 378 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:59 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,506.024 | $24.90 | $37,500.00 |
DisclosureSEC source: 0001225208-26-000193 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,078.063 Underlying: Common Stock · 1,506.024 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 22:07 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-008498 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,769.751 Underlying: Common Stock · 390 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| August 19, 2025 Filed Aug 21, 2025 22:00 UTC | BOEING CO BA · Entity 2862 | PurchaseCommon Stock | 2,200 | $226.10 | $497,420.00 |
DisclosureSEC source: 0001225208-25-007405 · doc4.xml · nonDerivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,200 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 23:38 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 400.111 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-006555 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,379.751 Underlying: Common Stock · 400.111 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| April 24, 2025 Filed Apr 28, 2025 15:54 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 8,999 | $22.78 | $204,997.22 |
DisclosureSEC source: 0001225208-25-004462 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,893.086 Underlying: Common Stock · 8,999 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:44 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 499.711 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004039 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 979.64 Underlying: Common Stock · 499.711 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:44 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 479.929 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000400 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 479.929 Underlying: Common Stock · 479.929 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| October 10, 2024 Filed Oct 15, 2024 21:44 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 3,771.092 | $29.34 | $110,643.84 |
DisclosureSEC source: 0001225208-24-009305 · doc4.xml · derivative · entry 1 Buckley Mortimer J · CIK 0002041310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,771.092 Underlying: Common Stock · 3,771.092 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election, following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election, following the reporting person's retirement from the Board of Directors. 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.