Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Senior Vice President | November 09, 2020 | November 10, 2020 |
| Kraft Heinz CoKHC · Entity 3144 | Director | May 14, 2026 | May 18, 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.
INTERNATIONAL BUSINESS MACHINES CORP
Report date November 09, 2020 · Filed November 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,614 |
Reported balance
After 2020-11-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-11-09 · Grant · Acquired 51 · Balance 3,614 F1: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis.
F2: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan.
F3: 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.
Kraft Heinz Co
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,113 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 7,937 · Balance 24,113 F1: Grant of deferred shares, receipt of which is deferred until Ms. Gherson's separation from service as a director. F2: Includes an additional 1,022 shares acquired through a dividend reinvestment program. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of deferred shares, receipt of which is deferred until Ms. Gherson's separation from service as a director.
F2: Includes an additional 1,022 shares acquired through a dividend reinvestment program.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Ping Identity Holding Corp.
Report date October 18, 2022 · Filed October 20, 2022
Section 16 reporting ended · disclosed 2022-10-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Company Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-18 transaction · row 1
1 source rowRow 1 · 2022-10-18 · Disposition to issuer · Disposed 13,835 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated August 2, 2022 (the "Merger Agreement"), by and among Project Polaris Holdings, LP ("Parent"), Project Polaris Merger Sub, Inc. ("Merger Sub") and the Issuer, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock ("Company Common Stock") issued and outstanding immediately prior to the Merger was automatically cancelled, extinguished and converted into the right to receive $28.50 per share in cash, without interest thereon (the "Per Share Price"). F2: The reported securities include vested restricted stock units ("Company RSUs") of the Issuer which pursuant to the Merger Agreement, were, at the Effective Time, canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSUs as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated August 2, 2022 (the "Merger Agreement"), by and among Project Polaris Holdings, LP ("Parent"), Project Polaris Merger Sub, Inc. ("Merger Sub") and the Issuer, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock ("Company Common Stock") issued and outstanding immediately prior to the Merger was automatically cancelled, extinguished and converted into the right to receive $28.50 per share in cash, without interest thereon (the "Per Share Price").
F2: The reported securities include vested restricted stock units ("Company RSUs") of the Issuer which pursuant to the Merger Agreement, were, at the Effective Time, canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSUs as of immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 18, 2026 17:58 UTC | Kraft Heinz Co KHC · Entity 3144 | GrantCommon Stock | 7,937 | $23.31 | $185,011.47 |
DisclosureSEC source: 0001578371-26-000002 · wk-form4_1779141535.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,113 F1 · shares: Grant of deferred shares, receipt of which is deferred until Ms. Gherson's separation from service as a director. F2 · balance_after: Includes an additional 1,022 shares acquired through a dividend reinvestment program. Read SEC document |
| May 08, 2025 Filed May 12, 2025 17:40 UTC | Kraft Heinz Co KHC · Entity 3144 | GrantCommon Stock | 6,494 | $28.49 | $185,014.06 |
DisclosureSEC source: 0001637459-25-000083 · wk-form4_1747086008.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,154 F1 · shares: Grant of deferred shares, receipt of which is deferred until the six-month anniversary of Ms. Gherson's separation from service as a director. F2 · balance_after: Includes an additional 421 shares acquired through a dividend reinvestment program. Read SEC document |
| May 02, 2024 Filed May 6, 2024 17:16 UTC | Kraft Heinz Co KHC · Entity 3144 | GrantCommon Stock | 5,039 | $36.72 | $185,032.08 |
DisclosureSEC source: 0001637459-24-000081 · wk-form4_1715030187.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,239 F1 · shares: Grant of deferred shares, receipt of which is deferred until the six-month anniversary of Ms. Gherson's separation from service as a director. F2 · balance_after: Includes an additional 139 shares acquired through a dividend reinvestment program. Read SEC document |
| May 04, 2023 Filed May 8, 2023 20:38 UTC | Kraft Heinz Co KHC · Entity 3144 | GrantCommon Stock | 3,061 | $40.84 | $125,011.24 |
DisclosureSEC source: 0001637459-23-000062 · wk-form4_1683592704.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,061 F1 · shares: Grant of deferred shares, receipt of which is deferred until the six-month anniversary of Ms. Gherson's separation from service as a director. Read SEC document |
| October 18, 2022 Filed Oct 20, 2022 17:34 UTC | Ping Identity Holding Corp. PING · Entity 122979 | Disposition to issuerCompany Common Stock, $0.001 par value | 13,835 | $28.50 | $394,297.50 |
DisclosureSEC source: 0001104659-22-110346 · tm2228653-4_4seq1.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated August 2, 2022 (the "Merger Agreement"), by and among Project Polaris Holdings, LP ("Parent"), Project Polaris Merger Sub, Inc. ("Merger Sub") and the Issuer, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock ("Company Common Stock") issued and outstanding immediately prior to the Merger was automatically cancelled, extinguished and converted into the right to receive $28.50 per share in cash, without interest thereon (the "Per Share Price"). F2 · kind: The reported securities include vested restricted stock units ("Company RSUs") of the Issuer which pursuant to the Merger Agreement, were, at the Effective Time, canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSUs as of immediately prior to the Effective Time. F1 · price: Pursuant to the Agreement and Plan of Merger, dated August 2, 2022 (the "Merger Agreement"), by and among Project Polaris Holdings, LP ("Parent"), Project Polaris Merger Sub, Inc. ("Merger Sub") and the Issuer, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock ("Company Common Stock") issued and outstanding immediately prior to the Merger was automatically cancelled, extinguished and converted into the right to receive $28.50 per share in cash, without interest thereon (the "Per Share Price"). Read SEC document |
| June 01, 2022 Filed Jun 1, 2022 18:00 UTC | Ping Identity Holding Corp. PING · Entity 122979 | GrantCommon stock, $0.001 par value | 6,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005991 · form4-06012022_020653.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,835 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 18:00 UTC | Ping Identity Holding Corp. PING · Entity 122979 | GrantCommon stock, $0.001 par value | 6,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-006248 · edgar.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,209 Read SEC document |
| March 01, 2021 Filed Mar 1, 2021 17:14 UTC | Ping Identity Holding Corp. PING · Entity 122979 | GrantCommon stock, $0.001 par value | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002444 · edgar.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 858 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:26 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 51 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-006650 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,614 Underlying: Common Stock · 51 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 11, 2020 Filed Aug 11, 2020 18:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 2,714 | $129.50 | $351,463.00 |
DisclosureSEC source: 0001562180-20-005384 · primarydocument.xml · nonDerivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,987.7968 Read SEC document |
| August 11, 2020 Filed Aug 11, 2020 18:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,895 | $128.76 | $244,000.20 |
DisclosureSEC source: 0001562180-20-005384 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,701.7968 Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 18:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,215 | $127.00 | $154,305.00 |
DisclosureSEC source: 0001562180-20-005384 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,596.7968 Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 18:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 46 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005384 · primarydocument.xml · derivative · entry 4 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,562 Underlying: Common Stock · 46 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 05, 2020 Filed Aug 7, 2020 23:58 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,176 | $126.73 | $149,034.48 |
DisclosureSEC source: 0001562180-20-005361 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,766.8847 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,078 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · derivative · entry 13 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,157 Underlying: Common Stock · 2,078 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. F1 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · kind: Release of restricted stock units. F1 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F1 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 1,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · derivative · entry 12 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Stock · 1,750 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. F1 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · kind: Release of restricted stock units. F1 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F1 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 1,932 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · derivative · entry 11 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,932 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. F1 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · kind: Release of restricted stock units. F1 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F1 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 12,786 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · derivative · entry 10 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,786 Underlying: Common Stock · 12,786 shares Expires not disclosed F3 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,196 of these units on 06/08/2021, 3,196 of these units on 06/08/2022, 3,196 of these units on 06/08/2023, and 3,198 of these units on 06/08/2024. F3 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,196 of these units on 06/08/2021, 3,196 of these units on 06/08/2022, 3,196 of these units on 06/08/2023, and 3,198 of these units on 06/08/2024. F3 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,196 of these units on 06/08/2021, 3,196 of these units on 06/08/2022, 3,196 of these units on 06/08/2023, and 3,198 of these units on 06/08/2024. F3 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,196 of these units on 06/08/2021, 3,196 of these units on 06/08/2022, 3,196 of these units on 06/08/2023, and 3,198 of these units on 06/08/2024. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,007 | $134.08 | $135,013.53 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · nonDerivative · entry 8 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,945.5164 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · nonDerivative · entry 7 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,952.5164 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 |
| June 08, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 937 | $134.08 | $125,628.28 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · nonDerivative · entry 6 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,874.5164 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 1,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · nonDerivative · entry 5 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,811.5164 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 |
| June 08, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 848 | $134.08 | $113,695.60 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · nonDerivative · entry 4 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,879.5164 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · nonDerivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,727.5164 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 |
| June 07, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · derivative · entry 9 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,367 Underlying: Common Stock · 2,788 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. F1 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · kind: Release of restricted stock units. F1 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F1 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 07, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,351 | $132.99 | $179,662.74 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,977.5164 Read SEC document |
| June 07, 2020 Filed Jun 10, 2020 01:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004399 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,328.5164 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 07, 2020 Filed May 8, 2020 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 47 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003495 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,521 Underlying: Common Stock · 47 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 07, 2020 Filed Feb 10, 2020 21:42 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 37 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001053 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,461 Underlying: Common Stock · 37 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, 2020 Filed Feb 4, 2020 23:53 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 4,649 | $142.42 | $662,110.58 |
DisclosureSEC source: 0001562180-20-000873 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,448.6141 Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 23:53 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 11,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000873 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,097.6141 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2017-2019) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 22:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 40 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-005419 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,425 Underlying: Common Stock · 40 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 08, 2019 Filed Aug 9, 2019 15:20 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 39 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004227 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,386 Underlying: Common Stock · 39 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 |
| June 08, 2019 Filed Jun 11, 2019 20:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,078 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003468 · primarydocument.xml · derivative · entry 10 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,235 Underlying: Common Stock · 2,078 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 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2019 Filed Jun 11, 2019 20:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 1,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003468 · primarydocument.xml · derivative · entry 9 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 1,750 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 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2019 Filed Jun 11, 2019 20:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 1,931 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003468 · primarydocument.xml · derivative · entry 8 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,932 Underlying: Common Stock · 1,931 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 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2019 Filed Jun 11, 2019 20:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,008 | $133.47 | $134,537.76 |
DisclosureSEC source: 0001562180-19-003468 · primarydocument.xml · nonDerivative · entry 6 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,322.5764 Read SEC document |
| June 08, 2019 Filed Jun 11, 2019 20:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003468 · primarydocument.xml · nonDerivative · entry 5 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,330.5764 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 |
| June 08, 2019 Filed Jun 11, 2019 20:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 848 | $133.47 | $113,182.56 |
DisclosureSEC source: 0001562180-19-003468 · primarydocument.xml · nonDerivative · entry 4 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,252.5764 Read SEC document |
| June 08, 2019 Filed Jun 11, 2019 20:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003468 · primarydocument.xml · nonDerivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,100.5764 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 |
| June 08, 2019 Filed Jun 11, 2019 20:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 936 | $133.47 | $124,927.92 |
DisclosureSEC source: 0001562180-19-003468 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,350.5764 Read SEC document |
| June 08, 2019 Filed Jun 11, 2019 20:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 1,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003468 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,286.5764 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 |
| June 07, 2019 Filed Jun 11, 2019 20:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 11,155 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003468 · primarydocument.xml · derivative · entry 7 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,155 Underlying: Common Stock · 11,155 shares Expires not disclosed F1 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,788 of these units on 06/07/2020, 2,788 of these units on 06/07/2021, 2,788 of these units on 06/07/2022, and 2,791 of these units on 06/07/2023. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,788 of these units on 06/07/2020, 2,788 of these units on 06/07/2021, 2,788 of these units on 06/07/2022, and 2,791 of these units on 06/07/2023. F1 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,788 of these units on 06/07/2020, 2,788 of these units on 06/07/2021, 2,788 of these units on 06/07/2022, and 2,791 of these units on 06/07/2023. F1 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,788 of these units on 06/07/2020, 2,788 of these units on 06/07/2021, 2,788 of these units on 06/07/2022, and 2,791 of these units on 06/07/2023. Read SEC document |
| May 09, 2019 Filed May 10, 2019 17:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 40 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-002741 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,346 Underlying: Common Stock · 40 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 13, 2019 Filed Feb 14, 2019 21:02 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,989 | $137.25 | $272,990.25 |
DisclosureSEC source: 0001562180-19-000975 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,314.5045 Read SEC document |
| February 07, 2019 Filed Feb 8, 2019 19:37 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 39 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000838 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,308 Underlying: Common Stock · 39 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 06, 2019 Filed Feb 6, 2019 21:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 2,851 | $136.05 | $387,878.55 |
DisclosureSEC source: 0001562180-19-000787 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,265.5422 Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 21:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 2,903 | $135.29 | $392,746.87 |
DisclosureSEC source: 0001562180-19-000787 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,116.5422 Read SEC document |
| February 02, 2019 Filed Feb 5, 2019 15:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 12,579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000746 · primarydocument.xml · derivative · entry 5 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,579 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 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| February 02, 2019 Filed Feb 5, 2019 15:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 6,100 | $134.27 | $819,016.50 |
DisclosureSEC source: 0001562180-19-000746 · primarydocument.xml · nonDerivative · entry 4 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,019.5422 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.