Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director | January 04, 2021 | January 06, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BOEING CO
Report date January 04, 2021 · Filed January 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,755.85 |
Reported balance
After 2021-01-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-01-04 · Grant · Acquired 242.31 · Balance 2,755.85 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
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 |
|---|---|---|---|---|---|---|
| January 04, 2021 Filed Jan 6, 2021 22:24 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 242.31 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000585 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,755.85 Underlying: Common Stock · 242.31 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:14 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 295.57 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012162 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,513.54 Underlying: Common Stock · 295.57 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| July 01, 2020 Filed Jul 7, 2020 21:10 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 269.8 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009639 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,217.97 Underlying: Common Stock · 269.8 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 22:18 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 364.46 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-006076 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,948.17 Underlying: Common Stock · 364.46 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:23 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 151.27 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000566 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,571.15 Underlying: Common Stock · 151.27 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:02 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 132.02 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013170 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,411.61 Underlying: Common Stock · 132.02 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:28 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 139.17 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010047 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,272.37 Underlying: Common Stock · 139.17 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:57 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 144.62 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006357 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,126.66 Underlying: Common Stock · 144.62 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:26 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 141.14 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000592 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 977.51 Underlying: Common Stock · 141.14 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 22:44 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 118.7 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014369 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832.05 Underlying: Common Stock · 118.7 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:45 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 135.21 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011467 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709.85 Underlying: Common Stock · 135.21 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:44 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 139.08 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-007369 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571.9 Underlying: Common Stock · 139.08 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:49 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 151.93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000718 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430.66 Underlying: Common Stock · 151.93 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 21:47 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 277.3 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015959 · doc4.xml · derivative · entry 1 KENNEDY CAROLINE B · CIK 0001714622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277.3 Underlying: Common Stock · 277.3 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.