Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABBOTT LABORATORIESABT · Entity 2314 | SENIOR VICE PRESIDENT | February 28, 2023 | March 03, 2023 |
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.
ABBOTT LABORATORIES
Report date February 28, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares without par valueSEC Table I · non-derivative | Direct | 46,752 |
Ending reported balance
After 2023-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-28 · Grant · Acquired 10,650 · Balance 50,482 F1: Settlement of performance-based restricted stock units in shares in a transaction exempt from Section 16(b) under Rule 16b-3. Row 2 · 2023-02-28 · Tax withholding · Disposed 3,730 · Balance 46,752 |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement of performance-based restricted stock units in shares in a transaction exempt from Section 16(b) under Rule 16b-3.
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 |
|---|---|---|---|---|---|---|
| February 28, 2023 Filed Mar 3, 2023 01:01 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 3,730 | $99.77 | $372,142.10 |
DisclosureSEC source: 0001415889-23-003925 · form4-03032023_010321.xml · nonDerivative · entry 2 Wellisch Alejandro D · CIK 0001717526 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,752 Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 01:01 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 10,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003925 · form4-03032023_010321.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,482 F1 · shares: Settlement of performance-based restricted stock units in shares in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| February 17, 2023 Filed Feb 23, 2023 00:25 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 31,236 | $0.00 Strike: $106.24 | $0.00 |
DisclosureSEC source: 0001415889-23-003074 · form4-02232023_120234.xml · derivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,236 Underlying: Common Shares · 31,236 shares Expires 2033-02-16 F1 · security: Employee stock option granted pursuant to the Abbott Laboratories 2017 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 10,412 on February 17, 2024, 10,412 on February 17, 2025, and 10,412 on February 17, 2026. Read SEC document |
| February 28, 2022 Filed Mar 3, 2022 01:05 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 4,186 | $122.41 | $512,408.26 |
DisclosureSEC source: 0001415889-22-002204 · form4-03022022_050355.xml · nonDerivative · entry 2 Wellisch Alejandro D · CIK 0001717526 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,832 Read SEC document |
| February 28, 2022 Filed Mar 3, 2022 01:05 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 11,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-002204 · form4-03022022_050355.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,018 F1 · shares: Settlement of performance-based restricted stock units in shares in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| February 18, 2022 Filed Feb 24, 2022 01:36 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 54,280 | $0.00 Strike: $117.58 | $0.00 |
DisclosureSEC source: 0001415889-22-001749 · form4-02232022_050209.xml · derivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,280 Underlying: Common Shares · 54,280 shares Expires 2032-02-17 F1 · security: Employee stock option granted pursuant to the Abbott Laboratories 2017 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 18,093 on February 18, 2023, 18,093 on February 18, 2024, and 18,094 on February 18, 2025. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 01:05 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 5,612 | $121.58 | $682,306.96 |
DisclosureSEC source: 0001415889-21-001216 · form4-03022021_050346.xml · nonDerivative · entry 2 Wellisch Alejandro D · CIK 0001717526 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,063 Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 01:05 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 16,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-001216 · form4-03022021_050346.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,675 F1 · shares: Settlement of performance-based restricted stock units in shares in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 00:18 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 39,994 | $0.00 Strike: $124.04 | $0.00 |
DisclosureSEC source: 0001415889-21-000903 · form4-02232021_040255.xml · derivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,994 Underlying: Common Shares · 39,994 shares Expires 2031-02-18 F1 · security: Employee stock option granted pursuant to the Abbott Laboratories 2017 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 13,331 on February 19, 2022, 13,331 on February 19, 2023, and 13,332 on February 19, 2024. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 21:06 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 524 | $99.08 | $51,917.92 |
DisclosureSEC source: 0001179110-20-008464 · edgar.xml · nonDerivative · entry 2 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,643 Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 21:06 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-008464 · edgar.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,167 F1 · shares: Settlement of performance-based restricted stock units in shares in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:22 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 4,153 | $79.19 | $328,876.07 |
DisclosureSEC source: 0001179110-20-002904 · edgar.xml · nonDerivative · entry 2 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,670 Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:22 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 11,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-002904 · edgar.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,823 F1 · shares: Settlement of performance-based restricted stock units in shares in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:34 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 76,198 | $0.00 Strike: $87.72 | $0.00 |
DisclosureSEC source: 0001179110-20-002288 · edgar.xml · derivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,198 Underlying: Common shares · 76,198 shares Expires 2030-02-20 F1 · security: Employee stock option granted pursuant to the Abbott Laboratories 2017 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 25,399 on February 21, 2021, 25,399 on February 21, 2022, and 25,400 on February 21, 2023. Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 22:37 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 710 | $89.66 | $63,658.60 |
DisclosureSEC source: 0001179110-20-001891 · edgar.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,958 Read SEC document |
| July 21, 2019 Filed Jul 23, 2019 22:33 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 524 | $87.49 | $45,844.76 |
DisclosureSEC source: 0001179110-19-008772 · edgar.xml · nonDerivative · entry 2 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,668 Read SEC document |
| July 21, 2019 Filed Jul 23, 2019 22:33 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-008772 · edgar.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,192 F1 · shares: Settlement of performance-based restricted stock units in shares in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:34 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 2,337 | $77.23 | $180,486.51 |
DisclosureSEC source: 0001179110-19-003127 · edgar.xml · nonDerivative · entry 2 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,695 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:34 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 6,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003127 · edgar.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,032 F1 · shares: Settlement of performance-based restricted stock units in shares in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:13 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 81,578 | $0.00 Strike: $75.90 | $0.00 |
DisclosureSEC source: 0001179110-19-002649 · edgar.xml · derivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,578 Underlying: Common shares · 81,578 shares Expires 2029-02-21 F1 · security: Employee stock option granted pursuant to the Abbott Laboratories 2017 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 27,192 on February 22, 2020, 27,193 on February 22, 2021, and 27,193 on February 22, 2022. Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 22:08 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 710 | $75.25 | $53,427.50 |
DisclosureSEC source: 0001179110-19-002153 · edgar.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,356 Read SEC document |
| July 21, 2018 Filed Jul 24, 2018 21:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 525 | $63.32 | $33,243.00 |
DisclosureSEC source: 0001179110-18-009888 · edgar.xml · nonDerivative · entry 2 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,066 Read SEC document |
| July 21, 2018 Filed Jul 24, 2018 21:03 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 1,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009888 · edgar.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,591 F1 · shares: Settlement of performance-based restricted stock units in shares in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 23:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 710 | $60.17 | $42,720.70 |
DisclosureSEC source: 0001179110-18-002513 · edgar.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,093 Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 23:21 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 110,146 | $0.00 Strike: $59.94 | $0.00 |
DisclosureSEC source: 0001179110-18-002513 · edgar.xml · derivative · entry 2 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,146 Underlying: Common shares · 110,146 shares Expires 2028-02-15 F1 · security: Employee stock option granted pursuant to the Abbott Laboratories 2017 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 36,716 on 02/16/2019, 36,715 on 02/16/2020, and 36,715 on 02/16/2021. Read SEC document |
| November 22, 2017 Filed Nov 22, 2017 22:15 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 453 | $55.87 | $25,306.85 |
DisclosureSEC source: 0001179110-17-014577 · edgar.xml · nonDerivative · entry 3 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,803 Read SEC document |
| November 22, 2017 Filed Nov 22, 2017 22:15 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 1,000 | $55.86 | $55,861.00 |
DisclosureSEC source: 0001179110-17-014577 · edgar.xml · nonDerivative · entry 2 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,256 Read SEC document |
| November 22, 2017 Filed Nov 22, 2017 22:15 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 700 | $55.86 | $39,102.07 |
DisclosureSEC source: 0001179110-17-014577 · edgar.xml · nonDerivative · entry 1 Wellisch Alejandro D · CIK 0001717526 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,256 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.