Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENERAL DYNAMICS CORPGD · Entity 2916 | Director | March 24, 2017 | March 27, 2017 |
| General Motors CoGM · Entity 2958 | Director · Chair & CEO | July 27, 2026 | July 29, 2026 |
| Walt Disney CoDIS · Entity 1887 | 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.
GENERAL DYNAMICS CORP
Report date March 24, 2017 · Filed March 27, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,356 |
Ending reported balance
After 2017-03-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-03-24 · Exercise / conversion · Acquired 5,280 · Balance 11,636 Row 2 · 2017-03-24 · Exercise / conversion · Acquired 4,580 · Balance 16,216 Row 3 · 2017-03-24 · Sale · Disposed 9,860 · Balance 6,356 F1: Sale prices ranged from $188.00 to $188.12. Reporting Person will provide, upon request by the Commission staff, General Dynamics, or a General Dynamics shareholder, full information regarding the number of shares sold at each separate sales price. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $74.30 · Expires 2018-03-14 | Direct | 0 |
Reported balance
After 2017-03-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-03-24 · Exercise / conversion · Disposed 5,280 · Balance 0 F2: Fifty percent became exercisable on 03/15/2012 and the remaining fifty percent became exercisable on 03/15/2013. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $71.01 · Expires 2019-03-06 | Direct | 0 |
Reported balance
After 2017-03-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-03-24 · Exercise / conversion · Disposed 4,580 · Balance 0 F3: Fifty percent became exercisable on 03/07/2013 and the remaining fifty percent became exercisable on 03/07/2014. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale prices ranged from $188.00 to $188.12. Reporting Person will provide, upon request by the Commission staff, General Dynamics, or a General Dynamics shareholder, full information regarding the number of shares sold at each separate sales price.
F2: Fifty percent became exercisable on 03/15/2012 and the remaining fifty percent became exercisable on 03/15/2013.
F3: Fifty percent became exercisable on 03/07/2013 and the remaining fifty percent became exercisable on 03/07/2014.
General Motors Co
Report date July 27, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 428,994 |
Ending reported balance
After 2026-07-28 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2026-07-27 · Exercise / conversion · Acquired 49,495 · Balance 641,737 Row 2 · 2026-07-27 · Sale · Disposed 49,495 · Balance 592,242 F1: The price in Column 4 is the weighted average selling price of the shares. The shares were sold in multiple transactions at prices from $85.00 to $85.84, inclusive. The Reporting Person undertakes to provide to the SEC, GM and any security holder, upon request, full information regarding the number of shares sold at each price point within the ranges set forth in this footnote. Row 3 · 2026-07-27 · Sale · Disposed 54,866 · Balance 537,376 F1: The price in Column 4 is the weighted average selling price of the shares. The shares were sold in multiple transactions at prices from $85.00 to $85.84, inclusive. The Reporting Person undertakes to provide to the SEC, GM and any security holder, upon request, full information regarding the number of shares sold at each price point within the ranges set forth in this footnote. Row 4 · 2026-07-28 · Exercise / conversion · Acquired 91,843 · Balance 629,219 Row 5 · 2026-07-28 · Sale · Disposed 91,843 · Balance 537,376 F2: The price in Column 4 is the weighted average selling price of the shares. The shares were sold in multiple transactions at prices from $90.00 to $90.79, inclusive. The Reporting Person undertakes to provide to the SEC, GM and any security holder, upon request, full information regarding the number of shares sold at each price point within the ranges set forth in this footnote. Row 6 · 2026-07-28 · Exercise / conversion · Acquired 69,564 · Balance 606,940 Row 7 · 2026-07-28 · Sale · Disposed 69,564 · Balance 537,376 F2: The price in Column 4 is the weighted average selling price of the shares. The shares were sold in multiple transactions at prices from $90.00 to $90.79, inclusive. The Reporting Person undertakes to provide to the SEC, GM and any security holder, upon request, full information regarding the number of shares sold at each price point within the ranges set forth in this footnote. Row 8 · 2026-07-28 · Exercise / conversion · Acquired 48,659 · Balance 586,035 Row 9 · 2026-07-28 · Sale · Disposed 48,659 · Balance 537,376 F2: The price in Column 4 is the weighted average selling price of the shares. The shares were sold in multiple transactions at prices from $90.00 to $90.79, inclusive. The Reporting Person undertakes to provide to the SEC, GM and any security holder, upon request, full information regarding the number of shares sold at each price point within the ranges set forth in this footnote. Row 10 · 2026-07-28 · Sale · Disposed 108,382 · Balance 428,994 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.16 · Expires 2031-02-18 | Direct | 87,587 |
Reported balance
After 2026-07-27 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-07-27 · Exercise / conversion · Disposed 49,495 · Balance 87,587 F3: These stock options were granted on February 18, 2021 and are fully vested. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.40 · Expires 2033-02-07 | Direct | 73,474 |
Reported balance
After 2026-07-28 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-07-28 · Exercise / conversion · Disposed 91,843 · Balance 73,474 F4: These stock options were granted on February 7, 2023 and are fully vested. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $49.46 · Expires 2032-02-08 | Direct | 55,650 |
Reported balance
After 2026-07-28 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-07-28 · Exercise / conversion · Disposed 69,564 · Balance 55,650 F5: These stock options were granted on February 8, 2022, and are fully vested. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.16 · Expires 2031-02-18 | Direct | 38,928 |
Reported balance
After 2026-07-28 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-07-28 · Exercise / conversion · Disposed 48,659 · Balance 38,928 F3: These stock options were granted on February 18, 2021 and are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is the weighted average selling price of the shares. The shares were sold in multiple transactions at prices from $85.00 to $85.84, inclusive. The Reporting Person undertakes to provide to the SEC, GM and any security holder, upon request, full information regarding the number of shares sold at each price point within the ranges set forth in this footnote.
F2: The price in Column 4 is the weighted average selling price of the shares. The shares were sold in multiple transactions at prices from $90.00 to $90.79, inclusive. The Reporting Person undertakes to provide to the SEC, GM and any security holder, upon request, full information regarding the number of shares sold at each price point within the ranges set forth in this footnote.
F3: These stock options were granted on February 18, 2021 and are fully vested.
F4: These stock options were granted on February 7, 2023 and are fully vested.
F5: These stock options were granted on February 8, 2022, and are fully vested.
Walt Disney Co
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 28,939.9 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,174.3 · Balance 28,939.9 F1: Includes: (1) 427.5 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 746.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. |
| Disney Common StockSEC Table I · non-derivative | IndirectBy Spouse in Trust | 157 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 157 |
| Disney Common StockSEC Table I · non-derivative | IndirectBy Trust | 72 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 72 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes: (1) 427.5 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 746.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TWDC Enterprises 18 Corp.
Report date March 20, 2019 · Filed March 21, 2019
Section 16 reporting ended · disclosed 2019-03-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-20 transaction · row 1
1 source rowRow 1 · 2019-03-20 · Disposition to issuer · Disposed 3,891.6 · Balance 0 F1: On March 20, 2019 (the "Merger Effective Date"), pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of June 20, 2018, among Twenty-First Century Fox, Inc. ("21CF"), TWDC Enterprises 18 Corp. (formerly known as The Walt Disney Company) ("Old Disney"), The Walt Disney Company (formerly known as TWDC Holdco 613 Corp.) ("Disney") and certain subsidiaries of Disney, Disney acquired all of the outstanding shares of 21CF and Old Disney (the "Transaction"). Effective as of the effective time of the Disney Merger, which occurred at 12:01 a.m. Eastern Time on the Merger Effective Date (the "Disney Effective Time"), Disney changed its name to "The Walt Disney Company" and Old Disney changed its name to "TWDC Enterprises 18 Corp.". F2: In connection with the Transaction, each share of Old Disney common stock issued and outstanding immediately prior to the consummation of the Transaction, converted into one share of Disney common stock. |
| Disney Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2019-03-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-03-20 · Disposition to issuer · Disposed 80 · Balance 0 F1: On March 20, 2019 (the "Merger Effective Date"), pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of June 20, 2018, among Twenty-First Century Fox, Inc. ("21CF"), TWDC Enterprises 18 Corp. (formerly known as The Walt Disney Company) ("Old Disney"), The Walt Disney Company (formerly known as TWDC Holdco 613 Corp.) ("Disney") and certain subsidiaries of Disney, Disney acquired all of the outstanding shares of 21CF and Old Disney (the "Transaction"). Effective as of the effective time of the Disney Merger, which occurred at 12:01 a.m. Eastern Time on the Merger Effective Date (the "Disney Effective Time"), Disney changed its name to "The Walt Disney Company" and Old Disney changed its name to "TWDC Enterprises 18 Corp.". F2: In connection with the Transaction, each share of Old Disney common stock issued and outstanding immediately prior to the consummation of the Transaction, converted into one share of Disney common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 20, 2019 (the "Merger Effective Date"), pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of June 20, 2018, among Twenty-First Century Fox, Inc. ("21CF"), TWDC Enterprises 18 Corp. (formerly known as The Walt Disney Company) ("Old Disney"), The Walt Disney Company (formerly known as TWDC Holdco 613 Corp.) ("Disney") and certain subsidiaries of Disney, Disney acquired all of the outstanding shares of 21CF and Old Disney (the "Transaction"). Effective as of the effective time of the Disney Merger, which occurred at 12:01 a.m. Eastern Time on the Merger Effective Date (the "Disney Effective Time"), Disney changed its name to "The Walt Disney Company" and Old Disney changed its name to "TWDC Enterprises 18 Corp.".
F2: In connection with the Transaction, each share of Old Disney common stock issued and outstanding immediately prior to the consummation of the Transaction, converted into one share of Disney common stock.
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, 2017 Filed Oct 3, 2017 19:30 UTC | TWDC Enterprises 18 Corp. DIS · Entity 15738 | GrantDisney Common Stock | 301.6 | $98.70 | $29,767.92 |
DisclosureSEC source: 0001001039-17-000177 · wf-form4_150707344101010.xml · nonDerivative · entry 1 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 381.6 F1 · shares: 103 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), pursuant to the elective deferral provisions of the Plan. An additional 198.6 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 20:44 UTC | General Motors Co GM · Entity 2958 | GrantEmployee Stock Option (Right to Buy) · Derivative | 652,611 | $0.00 Strike: $34.34 | $0.00 |
DisclosureSEC source: 0001467858-17-000083 · wf-form4_149704106434712.xml · derivative · entry 1 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652,611 Underlying: Common Stock · 652,611 shares Expires 2027-06-07 F1 · security: The Stock Options were granted under the 2017 General Motors Company Long-Term Incentive Plan and will vest annually in three equal installments beginning February 14, 2018. F1 · derivative.exercise_date: The Stock Options were granted under the 2017 General Motors Company Long-Term Incentive Plan and will vest annually in three equal installments beginning February 14, 2018. Read SEC document |
| March 24, 2017 Filed Mar 27, 2017 20:09 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionStock Options · Derivative | 4,580 | $0.00 Strike: $71.01 | $0.00 |
DisclosureSEC source: 0001209191-17-022936 · doc4.xml · derivative · entry 5 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,580 shares Expires 2019-03-06 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_date: Fifty percent became exercisable on 03/07/2013 and the remaining fifty percent became exercisable on 03/07/2014. Read SEC document |
| March 24, 2017 Filed Mar 27, 2017 20:09 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionStock Options · Derivative | 5,280 | $0.00 Strike: $74.30 | $0.00 |
DisclosureSEC source: 0001209191-17-022936 · doc4.xml · derivative · entry 4 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,280 shares Expires 2018-03-14 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 · derivative.exercise_date: Fifty percent became exercisable on 03/15/2012 and the remaining fifty percent became exercisable on 03/15/2013. Read SEC document |
| March 24, 2017 Filed Mar 27, 2017 20:09 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | SaleCommon Stock | 9,860 | $188.07 | $1,854,340.62 |
DisclosureSEC source: 0001209191-17-022936 · doc4.xml · nonDerivative · entry 3 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,356 F1 · price: Sale prices ranged from $188.00 to $188.12. Reporting Person will provide, upon request by the Commission staff, General Dynamics, or a General Dynamics shareholder, full information regarding the number of shares sold at each separate sales price. Read SEC document |
| March 24, 2017 Filed Mar 27, 2017 20:09 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionCommon Stock | 4,580 | $71.01 | $325,225.80 |
DisclosureSEC source: 0001209191-17-022936 · doc4.xml · nonDerivative · entry 2 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,216 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 24, 2017 Filed Mar 27, 2017 20:09 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionCommon Stock | 5,280 | $74.30 | $392,304.00 |
DisclosureSEC source: 0001209191-17-022936 · doc4.xml · nonDerivative · entry 1 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,636 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 16, 2017 Filed Mar 17, 2017 20:06 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock, $1.00 par value | 55 | $190.87 | $10,497.85 |
DisclosureSEC source: 0001209191-17-021336 · doc4.xml · nonDerivative · entry 1 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,356 F1 · kind: Reflects stock received in lieu of director fees in accordance with outside directors' compensation program. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 19:10 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantStock Options · Derivative | 2,270 | $0.00 Strike: $191.71 | $0.00 |
DisclosureSEC source: 0001209191-17-017190 · doc4.xml · derivative · entry 2 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,270 Underlying: Common Stock · 2,270 shares Expires 2027-02-28 F2 · derivative.exercise_date: Fifty percent become exercisable on 03/01/2019 and the remaining fifty percent become exercisable on 03/01/2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 19:10 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock, $1.00 par value | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017190 · doc4.xml · nonDerivative · entry 1 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,301 F1 · shares: Represents shares of restricted stock subject to service-based vesting that will be released three years after the grant date. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:01 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionRestricted Stock Units · Derivative | 23,071 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000047 · wf-form4_148720689066750.xml · derivative · entry 8 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,071 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. F6 · security: The RSUs in this item were granted on June 11, 2014 and were settled on February 13, 2017. F5 · derivative.exercise_date: The RSUs do not have a conversion or exercise price, or a date on which they are exercisable or expire. F5 · derivative.expiration_date: The RSUs do not have a conversion or exercise price, or a date on which they are exercisable or expire. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:01 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionRestricted Stock Units · Derivative | 12,503 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000047 · wf-form4_148720689066750.xml · derivative · entry 7 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,503 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: The RSUs in this item were granted on February 13, 2014 and were settled on February 13, 2017. F5 · derivative.exercise_date: The RSUs do not have a conversion or exercise price, or a date on which they are exercisable or expire. F5 · derivative.expiration_date: The RSUs do not have a conversion or exercise price, or a date on which they are exercisable or expire. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:01 UTC | General Motors Co GM · Entity 2958 | Tax withholdingCommon Stock | 190,466 | $35.52 | $6,765,352.32 |
DisclosureSEC source: 0001467858-17-000047 · wf-form4_148720689066750.xml · nonDerivative · entry 6 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,885 Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:01 UTC | General Motors Co GM · Entity 2958 | GrantCommon Stock | 404,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000047 · wf-form4_148720689066750.xml · nonDerivative · entry 5 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 580,351 F3 · security: On June 11, 2014, the Reporting Person received a grant of Performance Stock Units (PSUs). Under the grant, PSUs could be earned based on the achievement of performance conditions relating to ROIC-adjusted and Global Market Share from January 1, 2014 to December 31, 2016. PSUs vested and settled in shares of common stock on February 13, 2017. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:01 UTC | General Motors Co GM · Entity 2958 | Tax withholdingCommon Stock | 10,311 | $35.52 | $366,246.72 |
DisclosureSEC source: 0001467858-17-000047 · wf-form4_148720689066750.xml · nonDerivative · entry 4 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,449 Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:01 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionCommon Stock | 23,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000047 · wf-form4_148720689066750.xml · nonDerivative · entry 3 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,760 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: The Common Stock reported in this item was issued and delivered upon the vesting of a grant of RSUs awarded on June 11, 2014, pursuant to the 2014 GMLTIP. This is the final installment of this delivery. Each RSU represents a right to receive one share of the Company's Common Stock upon settlement. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:01 UTC | General Motors Co GM · Entity 2958 | Tax withholdingCommon Stock | 5,882 | $35.36 | $207,987.52 |
DisclosureSEC source: 0001467858-17-000047 · wf-form4_148720689066750.xml · nonDerivative · entry 2 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,689 Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:01 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionCommon Stock | 12,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000047 · wf-form4_148720689066750.xml · nonDerivative · entry 1 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,571 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: The Common Stock reported in this item was issued and delivered upon the vesting of a grant of Restricted Stock Units ("RSUs") awarded on February 13, 2014 pursuant to the Company's 2009 Long-Term Incentive Plan (the "GMLTIP"). This is the final installment of this delivery. Each RSU represents a right to receive one share of the Company's common stock upon settlement. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:43 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionRestricted Stock Units · Derivative | 26,546 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000040 · wf-form4_148711217589088.xml · derivative · entry 6 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,546 Underlying: Common Stock · 26,546 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: The RSUs reported in this item were granted on February 11, 2015 and began being settled in three equal, annual installments on February 11, 2016. Each RSU represents a right to receive one share of the Company's common stock upon settlement. F4 · derivative.exercise_date: The RSUs do not have a conversion or exercise price, or a date on which they are exercisable or expire. F4 · derivative.expiration_date: The RSUs do not have a conversion or exercise price, or a date on which they are exercisable or expire. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:43 UTC | General Motors Co GM · Entity 2958 | Tax withholdingCommon Stock | 11,864 | $35.17 | $417,256.88 |
DisclosureSEC source: 0001467858-17-000040 · wf-form4_148711217589088.xml · nonDerivative · entry 4 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,068 Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:43 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionCommon Stock | 26,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000040 · wf-form4_148711217589088.xml · nonDerivative · entry 3 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,932 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: The Common Stock reported in this item was issued and delivered upon the vesting of a grant of RSUs awarded on February 11, 2015, pursuant to the 2014 GMLTIP. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:43 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionRestricted Stock Units · Derivative | 39,096 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000040 · wf-form4_148711217589088.xml · derivative · entry 5 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,191 Underlying: Common Stock · 39,096 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 · security: The RSUs reported in this item were granted on February 10, 2016 and began being settled in three equal, annual installments on February 10, 2017. Each RSU represents a right to receive one share of the Company's common stock upon settlement. F4 · derivative.exercise_date: The RSUs do not have a conversion or exercise price, or a date on which they are exercisable or expire. F4 · derivative.expiration_date: The RSUs do not have a conversion or exercise price, or a date on which they are exercisable or expire. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:43 UTC | General Motors Co GM · Entity 2958 | Tax withholdingCommon Stock | 15,188 | $35.17 | $534,161.96 |
DisclosureSEC source: 0001467858-17-000040 · wf-form4_148711217589088.xml · nonDerivative · entry 2 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,386 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:43 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionCommon Stock | 39,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000040 · wf-form4_148711217589088.xml · nonDerivative · entry 1 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,574 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: The Common Stock reported in this item was issued and delivered upon the vesting of a grant of Restricted Stock Units ("RSUs") awarded on February 10, 2016, pursuant to the Company's 2014 Long-Term Incentive Plan ("GMLTIP"). Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 18:18 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Tax withholdingCommon Stock, $1.00 par value | 225 | $175.49 | $39,485.25 |
DisclosureSEC source: 0001209191-17-001731 · doc4.xml · nonDerivative · entry 1 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,911 F1 · kind: Withholding of shares of Common Stock under General Dynamics Corporation equity compensation plan to satisfy tax withholding obligations on release of restricted shares. Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 00:11 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionSalary Stock Units · Derivative | 5,799 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000005 · wf-form4_148357507018919.xml · derivative · entry 4 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,799 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: Each SSU is the economic equivalent of one share of the Company's Common Stock. Grants of SSUs are fully vested when made and settled in three equal, annual installments beginning one year after the date of grant. The GMSSP gave the Reporting Person the option of having a settlement made by delivery of shares of the Common Stock or by the delivery of cash in an amount equal to the fair market value of the Stock as of the applicable anniversary date of the SSU's grant. Under the GMSSP, the fair value of the Common Stock is the average of the high and low trading prices for the Stock as reported on the New York Stock Exchange, on which it is listed, on December 30, 2016, which was $34.99. F3 · derivative.exercise_price: The SSUs do not have an expiration or exercise date or carry a conversion or exercise price. F3 · derivative.exercise_date: The SSUs do not have an expiration or exercise date or carry a conversion or exercise price. F3 · derivative.expiration_date: The SSUs do not have an expiration or exercise date or carry a conversion or exercise price. Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 00:11 UTC | General Motors Co GM · Entity 2958 | Tax withholdingCommon Stock | 2,055 | $34.99 | $71,904.45 |
DisclosureSEC source: 0001467858-17-000005 · wf-form4_148357507018919.xml · nonDerivative · entry 3 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,478 Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 00:11 UTC | General Motors Co GM · Entity 2958 | Disposition to issuerCommon Stock | 3,744 | $34.99 | $131,002.56 |
DisclosureSEC source: 0001467858-17-000005 · wf-form4_148357507018919.xml · nonDerivative · entry 2 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,533 Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 00:11 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionCommon Stock | 5,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000005 · wf-form4_148357507018919.xml · nonDerivative · entry 1 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,277 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: The Common Stock reported in this item was issued upon the settlement of a portion of a grant of Salary Stock Units ("SSUs") awarded on December 31, 2013 pursuant to the Company's Salary Stock Plan (the "GMSSP") and vested upon grant. The portion of this award currently payable was settled on December 31, 2016 in cash, less a portion withheld for taxes. Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 20:40 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock, $1.00 par value | 100 | $174.60 | $17,460.00 |
DisclosureSEC source: 0001209191-16-155855 · doc4.xml · nonDerivative · entry 1 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,136 F1 · kind: Reflects stock received in lieu of director fees in accordance with outside directors' compensation program. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 22:21 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionSalary Stock Units · Derivative | 6,579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-16-000350 · wf-form4_147561969932791.xml · derivative · entry 4 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,579 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: Each SSU is the economic equivalent of one share of the Common Stock. Grants of SSUs are fully vested when made and settled in three equal, annual installments beginning one year after the date of grant. The GMSSP gives the Reporting Person the option of having a settlement made by delivery of shares of the Common Stock or by the delivery of cash in an amount equal to the fair market value of the Common Stock as of the applicable anniversary date of the SSU's grant. Under the GMSSP, the fair value of the Common Stock is the average of the high and low trading prices for the Common Stock as reported on the New York Stock Exchange, on which it is listed, on the date of the transaction, which was $31.77. F3 · derivative.exercise_price: The SSUs do not have an expiration or exercise date or carry a conversion or exercise price. F3 · derivative.exercise_date: The SSUs do not have an expiration or exercise date or carry a conversion or exercise price. F3 · derivative.expiration_date: The SSUs do not have an expiration or exercise date or carry a conversion or exercise price. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 22:21 UTC | General Motors Co GM · Entity 2958 | Tax withholdingCommon Stock | 3,095 | $31.77 | $98,328.15 |
DisclosureSEC source: 0001467858-16-000350 · wf-form4_147561969932791.xml · nonDerivative · entry 3 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,478 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 22:21 UTC | General Motors Co GM · Entity 2958 | Disposition to issuerCommon Stock | 3,484 | $31.77 | $110,686.68 |
DisclosureSEC source: 0001467858-16-000350 · wf-form4_147561969932791.xml · nonDerivative · entry 2 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,573 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 22:21 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionCommon Stock | 6,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-16-000350 · wf-form4_147561969932791.xml · nonDerivative · entry 1 Barra Mary T · CIK 0001492154 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,057 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: The Common Stock reported in this item was issued upon the settlement of a portion of a grant of Salary Stock Units ("SSUs") awarded on September 30, 2013 pursuant to the Company's Salary Stock Plan (the "GMSSP") and vested upon grant. The portion of this award currently payable was settled on September 30, 2016 in cash, less a portion withheld for taxes. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 19:39 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock, $1.00 par value | 115 | $151.04 | $17,369.60 |
DisclosureSEC source: 0001209191-16-141963 · doc4.xml · nonDerivative · entry 1 Barra Mary T · CIK 0001492154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,036 F1 · kind: Reflects stock received in lieu of director fees in accordance with outside directors' compensation program. 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.