Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Equitable Holdings, Inc.EQH · Entity 3405 | Director · Chairman of the Board | May 09, 2018 | May 10, 2018 |
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | September 30, 2026 | October 02, 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.
Equitable Holdings, Inc.
Report date May 09, 2018 · Filed May 10, 2018
This filing explicitly reported no securities owned.
INTERNATIONAL BUSINESS MACHINES CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,256 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 444 · Balance 15,256 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 00:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 444 | $219.93 Strike: $0.00 | $97,648.92 |
DisclosureSEC source: 0001738987-26-000004 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,256 Underlying: Common Stock · 444 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:04 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 341 | $281.21 Strike: $0.00 | $95,892.61 |
DisclosureSEC source: 0001738987-26-000003 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,706 Underlying: Common Stock · 341 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 21:09 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 377 | $242.39 Strike: $0.00 | $91,381.03 |
DisclosureSEC source: 0001738987-26-000002 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,278 Underlying: Common Stock · 377 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 309 | $296.21 Strike: $0.00 | $91,528.89 |
DisclosureSEC source: 0001738987-26-000001 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,808 Underlying: Common Stock · 309 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 21:21 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 324 | $282.16 Strike: $0.00 | $91,419.84 |
DisclosureSEC source: 0001738987-25-000003 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,428 Underlying: Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 20:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 310 | $294.78 Strike: $0.00 | $91,381.80 |
DisclosureSEC source: 0001562180-25-005170 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,020 Underlying: Common Stock · 310 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 20:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 367 | $248.66 Strike: $0.00 | $91,258.22 |
DisclosureSEC source: 0001562180-25-002845 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,633 Underlying: Common Stock · 367 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 22:52 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 399 | $219.83 Strike: $0.00 | $87,712.17 |
DisclosureSEC source: 0001562180-25-000022 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,187 Underlying: Common Stock · 399 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 22:44 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 396 | $221.08 Strike: $0.00 | $87,547.68 |
DisclosureSEC source: 0001562180-24-007083 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,705 Underlying: Common Stock · 396 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:37 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 506 | $172.95 Strike: $0.00 | $87,512.70 |
DisclosureSEC source: 0001562180-24-005533 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,218 Underlying: Common Stock · 506 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 459 | $190.96 Strike: $0.00 | $87,650.64 |
DisclosureSEC source: 0001562180-24-003105 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,608 Underlying: Common Stock · 459 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 23:42 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 536 | $163.55 Strike: $0.00 | $87,662.80 |
DisclosureSEC source: 0001562180-24-000143 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,063 Underlying: Common Stock · 536 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 624 | $140.30 Strike: $0.00 | $87,547.20 |
DisclosureSEC source: 0001562180-23-007139 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,432 Underlying: Common Stock · 624 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 654 | $133.81 Strike: $0.00 | $87,511.74 |
DisclosureSEC source: 0001562180-23-005695 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,711 Underlying: Common Stock · 654 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 668 | $131.09 Strike: $0.00 | $87,568.12 |
DisclosureSEC source: 0001562180-23-003238 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,960 Underlying: Common Stock · 668 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 21:20 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 577 | $140.89 Strike: $0.00 | $81,293.53 |
DisclosureSEC source: 0001562180-23-000018 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,198 Underlying: Common Stock · 577 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:09 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 684 | $118.81 Strike: $0.00 | $81,266.04 |
DisclosureSEC source: 0001562180-22-006911 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,549 Underlying: Common Stock · 684 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:30 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 576 | $141.19 Strike: $0.00 | $81,325.44 |
DisclosureSEC source: 0001562180-22-005447 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,792 Underlying: Common Stock · 576 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 625 | $130.02 Strike: $0.00 | $81,262.50 |
DisclosureSEC source: 0001562180-22-003069 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,154 Underlying: Common Stock · 625 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 608 | $133.66 Strike: $0.00 | $81,265.28 |
DisclosureSEC source: 0001562180-22-000127 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,470 Underlying: Common Stock · 608 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 585 | $138.93 Strike: $0.00 | $81,274.05 |
DisclosureSEC source: 0001562180-21-006205 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,641 Underlying: Common Stock · 585 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 555 | $146.59 Strike: $0.00 | $81,357.45 |
DisclosureSEC source: 0001562180-21-004627 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,020 Underlying: Common Stock · 555 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 21:08 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 610 | $133.26 Strike: $0.00 | $81,288.60 |
DisclosureSEC source: 0001562180-21-002522 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,439 Underlying: Common Stock · 610 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 21:57 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 646 | $125.88 Strike: $0.00 | $81,318.48 |
DisclosureSEC source: 0001562180-21-000046 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,806 Underlying: Common Stock · 646 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 20:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 668 | $121.67 Strike: $0.00 | $81,275.56 |
DisclosureSEC source: 0001562180-20-006182 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,146 Underlying: Common Stock · 668 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 23:37 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 471 | $120.77 Strike: $0.00 | $56,882.67 |
DisclosureSEC source: 0001562180-20-004761 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471 Underlying: Common Stock · 471 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. 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.