Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Executive Vice President | November 18, 2020 | December 14, 2020 |
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.
INTERNATIONAL BUSINESS MACHINES CORP
Report date November 18, 2020 · Filed December 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,035.6007 |
Reported balance
After 2020-11-18 transaction · row 1
1 source rowRow 1 · 2020-11-18 · Gift · Disposed 82,817 · Balance 13,035.6007 |
| Common StockSEC Table I · non-derivative | Indirectspouse trust | 21,292 |
Reported balance
After 2020-11-18 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-11-18 · Gift · Acquired 21,178 · Balance 21,292 F1: The reporting person disclaims beneficial ownership of the securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectson | 65 |
Reported balance
Holding disclosure · report date 2020-11-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 65 F1: The reporting person disclaims beneficial ownership of the securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirecttrust 1 | 26,317 |
Reported balance
Holding disclosure · report date 2020-11-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 26,317 F1: The reporting person disclaims beneficial ownership of the securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirecttrust 2 | 12,886 |
Reported balance
Holding disclosure · report date 2020-11-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 12,886 F1: The reporting person disclaims beneficial ownership of the securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of the securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Accelerate Acquisition Corp.
Report date December 23, 2022 · Filed December 27, 2022
Section 16 reporting ended · disclosed 2022-12-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B common stockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-12-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-12-23 · Disposition to issuer · Disposed 30,000 · Balance 0 F1: As described in the registration statement on Form S-1 (File No. 333-253764) under the heading "Description of Securities--Founder Shares", the shares of Class B common stock, par value $0.0001 per share, of Accelerate Acquisition Corp. (the "Issuer") would have automatically converted into shares of Class A common stock, par value $0.0001 per share, of the Issuer at the time of the Issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F2: This Form 4 reflects the surrender to the Issuer of 30,000 Class B Shares for no consideration by the Reporting Person pursuant to the Share Forfeiture Letter, dated December 15, 2022 by and between the Issuer and the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registration statement on Form S-1 (File No. 333-253764) under the heading "Description of Securities--Founder Shares", the shares of Class B common stock, par value $0.0001 per share, of Accelerate Acquisition Corp. (the "Issuer") would have automatically converted into shares of Class A common stock, par value $0.0001 per share, of the Issuer at the time of the Issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date.
F2: This Form 4 reflects the surrender to the Issuer of 30,000 Class B Shares for no consideration by the Reporting Person pursuant to the Share Forfeiture Letter, dated December 15, 2022 by and between the Issuer and the Reporting Person.
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 17, 2016 Filed Feb 18, 2016 22:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 301 | $124.68 | $37,528.68 |
DisclosureSEC source: 0001562180-16-001674 · primarydocument.xml · nonDerivative · entry 7 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,049.5035 Read SEC document |
| February 17, 2016 Filed Feb 18, 2016 22:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 5,900 | $124.67 | $735,553.00 |
DisclosureSEC source: 0001562180-16-001674 · primarydocument.xml · nonDerivative · entry 6 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,350.5035 Read SEC document |
| February 17, 2016 Filed Feb 18, 2016 22:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 300 | $124.66 | $37,398.00 |
DisclosureSEC source: 0001562180-16-001674 · primarydocument.xml · nonDerivative · entry 5 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,250.5035 Read SEC document |
| February 17, 2016 Filed Feb 18, 2016 22:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 300 | $124.65 | $37,395.00 |
DisclosureSEC source: 0001562180-16-001674 · primarydocument.xml · nonDerivative · entry 4 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,550.5035 Read SEC document |
| February 17, 2016 Filed Feb 18, 2016 22:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 200 | $124.64 | $24,928.00 |
DisclosureSEC source: 0001562180-16-001674 · primarydocument.xml · nonDerivative · entry 3 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,850.5035 Read SEC document |
| February 17, 2016 Filed Feb 18, 2016 22:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 177 | $124.63 | $22,059.51 |
DisclosureSEC source: 0001562180-16-001674 · primarydocument.xml · nonDerivative · entry 2 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,050.5035 Read SEC document |
| February 17, 2016 Filed Feb 18, 2016 22:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 7,378 | $82.76 | $610,603.28 |
DisclosureSEC source: 0001562180-16-001674 · primarydocument.xml · nonDerivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,227.5035 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 |
| February 08, 2016 Filed Feb 9, 2016 21:22 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 101 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-001551 · primarydocument.xml · derivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,961 Underlying: Common Stock · 101 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| February 01, 2016 Filed Feb 2, 2016 23:07 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 5,615 | $124.49 | $699,011.35 |
DisclosureSEC source: 0001562180-16-001453 · primarydocument.xml · nonDerivative · entry 2 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,731.1029 Read SEC document |
| February 01, 2016 Filed Feb 2, 2016 23:07 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 13,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-001453 · primarydocument.xml · nonDerivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,346.1029 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2013-2015) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| December 30, 2015 Filed Dec 31, 2015 21:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 55,922 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-15-001144 · primarydocument.xml · derivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,922 Underlying: Common Stock · 55,922 shares Expires not disclosed F1 · derivative.exercise_price: These units (retention restricted stock units) are payable in cash or the company's common stock upon lapse of the restrictions. The restrictions lapse for 27,961 of these units on December 30, 2017, for 13,980 units on December 30, 2018 and the restrictions lapse for the remaining 13,981 of these units on December 30, 2019. F1 · kind: These units (retention restricted stock units) are payable in cash or the company's common stock upon lapse of the restrictions. The restrictions lapse for 27,961 of these units on December 30, 2017, for 13,980 units on December 30, 2018 and the restrictions lapse for the remaining 13,981 of these units on December 30, 2019. F1 · derivative.exercise_date: These units (retention restricted stock units) are payable in cash or the company's common stock upon lapse of the restrictions. The restrictions lapse for 27,961 of these units on December 30, 2017, for 13,980 units on December 30, 2018 and the restrictions lapse for the remaining 13,981 of these units on December 30, 2019. F1 · derivative.expiration_date: These units (retention restricted stock units) are payable in cash or the company's common stock upon lapse of the restrictions. The restrictions lapse for 27,961 of these units on December 30, 2017, for 13,980 units on December 30, 2018 and the restrictions lapse for the remaining 13,981 of these units on December 30, 2019. Read SEC document |
| November 06, 2015 Filed Nov 9, 2015 21:40 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-15-000959 · primarydocument.xml · derivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,861 Underlying: Common Stock · 92 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| August 06, 2015 Filed Aug 7, 2015 18:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 81 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-15-000651 · primarydocument.xml · derivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,764 Underlying: Common Stock · 81 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| May 06, 2015 Filed May 7, 2015 20:04 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 74 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-006626 · rrd424828.xml · derivative · entry 6 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,684 Underlying: Common Stock · 74 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| February 20, 2015 Filed May 7, 2015 20:04 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GiftCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-006626 · rrd424828.xml · nonDerivative · entry 2 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,771.7976 Read SEC document |
| February 20, 2015 Filed May 7, 2015 20:04 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GiftCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-006626 · rrd424828.xml · nonDerivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,396.7976 Read SEC document |
| February 06, 2015 Filed Feb 9, 2015 20:49 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 67 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-002142 · rrd422214.xml · derivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,615 Underlying: Common Stock · 67 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| February 03, 2015 Filed Feb 4, 2015 22:51 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 4,495 | $0.00 Strike: $92.12 | $0.00 |
DisclosureSEC source: 0001181431-15-001966 · rrd422132.xml · derivative · entry 6 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,495 shares Expires 2015-03-07 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: This grant vested in one installment on the date shown above. Read SEC document |
| February 03, 2015 Filed Feb 4, 2015 22:51 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,100 | $157.73 | $173,503.00 |
DisclosureSEC source: 0001181431-15-001966 · rrd422132.xml · nonDerivative · entry 3 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,464.9519 Read SEC document |
| February 03, 2015 Filed Feb 4, 2015 22:51 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 3,395 | $157.72 | $535,459.40 |
DisclosureSEC source: 0001181431-15-001966 · rrd422132.xml · nonDerivative · entry 2 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,564.9519 Read SEC document |
| February 03, 2015 Filed Feb 4, 2015 22:51 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 4,495 | $92.12 | $414,079.40 |
DisclosureSEC source: 0001181431-15-001966 · rrd422132.xml · nonDerivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,959.9519 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 |
| February 01, 2015 Filed Feb 3, 2015 21:30 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 7,105 | $154.14 | $1,095,164.70 |
DisclosureSEC source: 0001181431-15-001826 · rrd422035.xml · nonDerivative · entry 2 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,464.9519 Read SEC document |
| February 01, 2015 Filed Feb 3, 2015 21:30 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 15,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-001826 · rrd422035.xml · nonDerivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,569.9519 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2012-2014) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| November 06, 2014 Filed Nov 7, 2014 16:40 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 65 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-035882 · rrd418559.xml · derivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,551 Underlying: Common Stock · 65 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| August 15, 2014 Filed Aug 18, 2014 18:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 23,321 | $0.00 Strike: $91.04 | $0.00 |
DisclosureSEC source: 0001181431-14-029438 · rrd414777.xml · derivative · entry 5 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,321 shares Expires 2016-05-07 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: This grant vested in four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| August 15, 2014 Filed Aug 18, 2014 18:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 23,321 | $188.16 | $4,388,079.36 |
DisclosureSEC source: 0001181431-14-029438 · rrd414777.xml · nonDerivative · entry 2 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,725.5185 Read SEC document |
| August 15, 2014 Filed Aug 18, 2014 18:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 23,321 | $91.04 | $2,123,143.84 |
DisclosureSEC source: 0001181431-14-029438 · rrd414777.xml · nonDerivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,046.5185 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 |
| August 06, 2014 Filed Aug 8, 2014 19:13 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 56 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-028686 · rrd414371.xml · derivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,484 Underlying: Common Stock · 56 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| May 07, 2014 Filed May 8, 2014 17:04 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 55 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-018466 · rrd408868.xml · derivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,428 Underlying: Common Stock · 55 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 21,972 | $0.00 Strike: $101.33 | $0.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · derivative · entry 23 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,972 shares Expires 2015-03-07 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: This grant vested in four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $192.76 | $19,276.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 20 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,150.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,100 | $192.75 | $212,025.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 19 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,250.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,800 | $192.74 | $346,932.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 18 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,350.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $192.73 | $19,273.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 17 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,150.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 500 | $192.72 | $96,360.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 16 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,250.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 300 | $192.71 | $57,813.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 15 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,750.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 200 | $192.70 | $38,540.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 14 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,050.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 593 | $192.69 | $114,265.17 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 13 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,250.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 300 | $192.68 | $57,804.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 12 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,843.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 938 | $192.67 | $180,724.46 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 11 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,143.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 400 | $192.66 | $77,064.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 10 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,081.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 300 | $192.66 | $57,796.50 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 9 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,481.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $192.65 | $19,265.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 8 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,781.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $192.64 | $19,264.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 7 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,881.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $192.63 | $19,263.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 6 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,981.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 400 | $192.61 | $77,044.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 5 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,081.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $192.56 | $19,256.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 4 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,481.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 21,972 | $101.33 | $2,226,422.76 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 3 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,581.1955 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 |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GiftCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 2 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,609.1955 Read SEC document |
| May 02, 2014 Filed May 5, 2014 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-017898 · rrd408580.xml · nonDerivative · entry 1 KELLY JOHN E III · CIK 0001180452 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,709.1955 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.