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 |
|---|---|---|---|---|---|---|
| February 02, 2019 Filed Feb 5, 2019 15:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 12,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000746 · primarydocument.xml · nonDerivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,119.5422 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, 2019 Filed Feb 5, 2019 15:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 5,793 | $134.27 | $777,797.15 |
DisclosureSEC source: 0001562180-19-000746 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,540.5422 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 15:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 14,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000746 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,333.5422 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2016-2018) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 21:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 41 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-004470 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,268 Underlying: Common Stock · 41 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 |
| November 02, 2018 Filed Nov 5, 2018 13:55 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | OtherPhantom Stock Unit · Derivative | 1,297 | $115.67 Strike: $0.00 | $150,023.99 |
DisclosureSEC source: 0001562180-18-004394 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,228 Underlying: Common Stock · 1,297 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: Intra-plan transfer into the IBM Stock Fund of 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 09, 2018 Filed Aug 13, 2018 15:22 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 21 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003568 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,930 Underlying: Common Stock · 21 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 03, 2018 Filed Aug 6, 2018 20:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 3,059 | $147.00 | $449,673.00 |
DisclosureSEC source: 0001562180-18-003493 · primarydocument.xml · nonDerivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,054.9911 Read SEC document |
| August 03, 2018 Filed Aug 6, 2018 20:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 5,000 | $145.25 | $726,250.00 |
DisclosureSEC source: 0001562180-18-003493 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,113.9911 Read SEC document |
| August 03, 2018 Filed Aug 6, 2018 20:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 3,392 | $144.25 | $489,296.00 |
DisclosureSEC source: 0001562180-18-003493 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,113.9911 Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 12:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 1,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002953 · primarydocument.xml · derivative · entry 7 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 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, 2018 Filed Jun 12, 2018 12:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 1,931 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002953 · primarydocument.xml · derivative · entry 6 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,863 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, 2018 Filed Jun 12, 2018 12:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 8,313 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002953 · primarydocument.xml · derivative · entry 5 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,313 Underlying: Common Stock · 8,313 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 2,078 of these units on 06/08/2019, 2,078 of these units on 06/08/2020, 2,078 of these units on 06/08/2021, and 2,079 of these units on 06/08/2022. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,078 of these units on 06/08/2019, 2,078 of these units on 06/08/2020, 2,078 of these units on 06/08/2021, and 2,079 of these units on 06/08/2022. 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 2,078 of these units on 06/08/2019, 2,078 of these units on 06/08/2020, 2,078 of these units on 06/08/2021, and 2,079 of these units on 06/08/2022. 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 2,078 of these units on 06/08/2019, 2,078 of these units on 06/08/2020, 2,078 of these units on 06/08/2021, and 2,079 of these units on 06/08/2022. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 12:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 937 | $145.41 | $136,244.49 |
DisclosureSEC source: 0001562180-18-002953 · primarydocument.xml · nonDerivative · entry 4 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,507.0802 Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 12:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 1,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002953 · primarydocument.xml · nonDerivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,444.0802 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, 2018 Filed Jun 12, 2018 12:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 849 | $145.41 | $123,448.85 |
DisclosureSEC source: 0001562180-18-002953 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,513.0802 Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 12:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002953 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,362.0802 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 09, 2018 Filed May 10, 2018 16:46 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 21 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002436 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,910 Underlying: Common Stock · 21 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 26, 2018 Filed Feb 27, 2018 21:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 5,000 | $156.00 | $780,000.00 |
DisclosureSEC source: 0001562180-18-001276 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,580.693 Read SEC document |
| February 08, 2018 Filed Feb 9, 2018 16:40 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 19 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000707 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,891 Underlying: Common Stock · 19 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, 2018 Filed Feb 2, 2018 22:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 5,267 | $163.02 | $858,626.34 |
DisclosureSEC source: 0001562180-18-000599 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,548.7135 Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 22:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 12,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000599 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,815.7135 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2015-2017) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 21:05 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,476 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003937 · primarydocument.xml · derivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,476 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 |
| December 18, 2017 Filed Dec 19, 2017 21:05 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,261 | $153.71 | $193,822.01 |
DisclosureSEC source: 0001562180-17-003937 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,094.2654 Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 21:05 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003937 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,355.2654 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 |
| November 09, 2017 Filed Nov 13, 2017 16:42 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 19 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003540 · primarydocument.xml · derivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,872 Underlying: Common Stock · 19 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 28, 2017 Filed Nov 13, 2017 16:42 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GiftCommon Stock | 211 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003540 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,797.656 Read SEC document |
| August 08, 2017 Filed Aug 9, 2017 19:20 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 20 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002628 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,854 Underlying: Common Stock · 20 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, 2017 Filed Jun 9, 2017 23:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 1,931 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002251 · primarydocument.xml · derivative · entry 4 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,794 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, 2017 Filed Jun 9, 2017 23:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 7,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002251 · primarydocument.xml · derivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 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 1,750 of these units on 06/08/2018, 1,750 of these units on 06/08/2019, 1,750 of these units on 06/08/2020, and 1,750 of these units on 06/08/2021. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 1,750 of these units on 06/08/2018, 1,750 of these units on 06/08/2019, 1,750 of these units on 06/08/2020, and 1,750 of these units on 06/08/2021. 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 1,750 of these units on 06/08/2018, 1,750 of these units on 06/08/2019, 1,750 of these units on 06/08/2020, and 1,750 of these units on 06/08/2021. 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 1,750 of these units on 06/08/2018, 1,750 of these units on 06/08/2019, 1,750 of these units on 06/08/2020, and 1,750 of these units on 06/08/2021. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 23:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 984 | $151.87 | $149,435.16 |
DisclosureSEC source: 0001562180-17-002251 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,028.7658 Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 23:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 1,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002251 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,012.7658 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 08, 2017 Filed May 9, 2017 20:08 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 18 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001897 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,835 Underlying: Common Stock · 18 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, 2017 Filed Feb 14, 2017 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 69 | $179.21 | $12,365.49 |
DisclosureSEC source: 0001562180-17-000667 · primarydocument.xml · nonDerivative · entry 6 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,052.3576 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 600 | $179.19 | $107,514.00 |
DisclosureSEC source: 0001562180-17-000667 · primarydocument.xml · nonDerivative · entry 5 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,121.3576 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 300 | $179.18 | $53,754.00 |
DisclosureSEC source: 0001562180-17-000667 · primarydocument.xml · nonDerivative · entry 4 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,721.3576 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 3,731 | $179.18 | $668,516.10 |
DisclosureSEC source: 0001562180-17-000667 · primarydocument.xml · nonDerivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,021.3576 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 200 | $179.17 | $35,834.00 |
DisclosureSEC source: 0001562180-17-000667 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,752.3576 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $179.16 | $17,916.00 |
DisclosureSEC source: 0001562180-17-000667 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,952.3576 Read SEC document |
| February 08, 2017 Filed Feb 9, 2017 18:45 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 15 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000582 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,817 Underlying: Common Stock · 15 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 02, 2017 Filed Feb 6, 2017 21:17 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 12,579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000518 · primarydocument.xml · derivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,579 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. 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 |
| February 02, 2017 Filed Feb 6, 2017 21:17 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 6,314 | $174.26 | $1,100,246.07 |
DisclosureSEC source: 0001562180-17-000518 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,028.8954 Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:17 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 12,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000518 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,342.8954 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, 2017 Filed Feb 4, 2017 00:18 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,810 | $174.26 | $315,401.55 |
DisclosureSEC source: 0001562180-17-000506 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,763.8954 Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:18 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 4,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000506 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,573.8954 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2014-2016) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 19:41 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 17 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-003428 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,804 Underlying: Common Stock · 17 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, 2016 Filed Aug 9, 2016 20:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 16 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-002947 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,787 Underlying: Common Stock · 16 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, 2016 Filed Jun 10, 2016 00:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 7,725 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-002610 · primarydocument.xml · derivative · entry 4 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,725 Underlying: Common Stock · 7,725 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 1,931 of these units on 06/08/2017, 1,931 of these units on 06/08/2018, 1,931 of these units on 06/08/2019, and 1,932 of these units on 06/08/2020. F3 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 1,931 of these units on 06/08/2017, 1,931 of these units on 06/08/2018, 1,931 of these units on 06/08/2019, and 1,932 of these units on 06/08/2020. 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 1,931 of these units on 06/08/2017, 1,931 of these units on 06/08/2018, 1,931 of these units on 06/08/2019, and 1,932 of these units on 06/08/2020. 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 1,931 of these units on 06/08/2017, 1,931 of these units on 06/08/2018, 1,931 of these units on 06/08/2019, and 1,932 of these units on 06/08/2020. Read SEC document |
| June 08, 2016 Filed Jun 10, 2016 00:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 471 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-002610 · primarydocument.xml · derivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 471 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, 2016 Filed Jun 10, 2016 00:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 242 | $153.57 | $37,163.94 |
DisclosureSEC source: 0001562180-16-002610 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,635.6251 Read SEC document |
| June 08, 2016 Filed Jun 10, 2016 00:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 471 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-002610 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,877.6251 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.