Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 187,210.086 |
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 1,569.585 · Balance 187,210.086 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 |
|---|---|---|---|---|---|---|
| December 28, 2016 Filed Oct 16, 2017 21:26 UTC | PFIZER INC PFE · Entity 2863 | SaleCommon Stock | 24 | $32.38 | $777.12 |
DisclosureSEC source: 0001225208-17-016284 · doc4.xml · nonDerivative · entry 2 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,542 F1 · balance_after: The reporting person disclaims beneficial ownership of the shares held in his spouse's IRA, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 20, 2016 Filed Oct 16, 2017 21:26 UTC | PFIZER INC PFE · Entity 2863 | PurchaseCommon Stock | 1,566 | $32.84 | $51,427.44 |
DisclosureSEC source: 0001225208-17-016284 · doc4.xml · nonDerivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,566 F1 · balance_after: The reporting person disclaims beneficial ownership of the shares held in his spouse's IRA, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 19:24 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,236.345 | $33.87 | $41,875.01 |
DisclosureSEC source: 0001225208-16-039983 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,616.382 Underlying: Common Stock · 1,236.345 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 |
| July 01, 2016 Filed Jul 5, 2016 19:41 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 989.57 | $35.57 | $35,199.00 |
DisclosureSEC source: 0001225208-16-036106 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,162.367 Underlying: Common Stock · 989.57 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 28, 2016 Filed Apr 29, 2016 22:22 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 5,697.356 | $32.91 | $187,499.99 |
DisclosureSEC source: 0001225208-16-032033 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,965.883 Underlying: Common Stock · 5,697.356 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, 2016 Filed Apr 4, 2016 19:05 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,144.308 | $30.04 | $34,375.01 |
DisclosureSEC source: 0001225208-16-030745 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,268.527 Underlying: Common Stock · 1,144.308 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 |
| December 31, 2015 Filed Jan 4, 2016 22:53 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,026.177 | $32.28 | $33,124.99 |
DisclosureSEC source: 0001225208-16-023253 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,954.56 Underlying: Common Stock · 1,026.177 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 |
| September 25, 2015 Filed Sep 29, 2015 19:29 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,038.727 | $31.89 | $33,125.00 |
DisclosureSEC source: 0001225208-15-018699 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,796.821 Underlying: Common Stock · 1,038.727 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 |
| June 26, 2015 Filed Jun 29, 2015 20:59 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 976.563 | $33.92 | $33,125.02 |
DisclosureSEC source: 0001225208-15-014349 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,629.9612 Underlying: Common Stock · 976.563 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, 2015 Filed Apr 24, 2015 18:00 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 4,595.588 | $35.36 | $162,499.99 |
DisclosureSEC source: 0001225208-15-010355 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,543.4482 Underlying: Common Stock · 4,595.588 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 |
| March 27, 2015 Filed Mar 31, 2015 23:31 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 959.311 | $34.53 | $33,125.01 |
DisclosureSEC source: 0001225208-15-008874 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,947.8602 Underlying: Common Stock · 959.311 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 |
| December 31, 2014 Filed Jan 5, 2015 23:43 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,162.292 | $31.15 | $36,205.40 |
DisclosureSEC source: 0001225208-15-000588 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,924.3472 Underlying: Common Stock · 1,162.292 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 |
| September 26, 2014 Filed Sep 30, 2014 18:29 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,206.677 | $29.72 | $35,862.44 |
DisclosureSEC source: 0001225208-14-020597 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,762.0552 Underlying: Common Stock · 1,206.677 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 |
| June 27, 2014 Filed Jul 1, 2014 16:07 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 63.658 | $29.67 | $1,888.73 |
DisclosureSEC source: 0001225208-14-015838 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,555.3782 Underlying: Common Stock · 63.658 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 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 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 |
| June 26, 2014 Filed Jun 27, 2014 14:27 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 5,491.7202 | $29.59 | $162,500.00 |
DisclosureSEC source: 0001225208-14-015645 · doc4.xml · derivative · entry 1 SMITH JAMES C · CIK 0001611777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,491.7202 Underlying: Common Stock · 5,491.7202 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.