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 06, 2016 Filed May 9, 2016 19:40 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 17 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-002231 · primarydocument.xml · derivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,773 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 |
| May 06, 2016 Filed May 9, 2016 19:40 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 2,986 | $147.00 | $438,942.00 |
DisclosureSEC source: 0001562180-16-002231 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,407.9548 Read SEC document |
| February 23, 2016 Filed Feb 24, 2016 21:20 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | OtherCommon Stock | 2,894.7645 | $132.40 | $383,266.82 |
DisclosureSEC source: 0001562180-16-001786 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,369.9998 F1 · kind: Intra-plan transfer into the IBM Stock Fund of the IBM 401(k) Plus Plan. Read SEC document |
| February 08, 2016 Filed Feb 9, 2016 21:22 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 18 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-001554 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,760 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 01, 2016 Filed Feb 2, 2016 23:09 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,838 | $124.49 | $228,812.62 |
DisclosureSEC source: 0001562180-16-001467 · primarydocument.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,475.2296 Read SEC document |
| February 01, 2016 Filed Feb 2, 2016 23:09 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 4,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-001467 · primarydocument.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,313.2296 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2013-2015) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| November 06, 2015 Filed Nov 9, 2015 21:40 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 17 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-15-000962 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,742 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 06, 2015 Filed Aug 7, 2015 18:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 15 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-15-000654 · primarydocument.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,725 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 |
| June 08, 2015 Filed Jun 9, 2015 21:26 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 468 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-008064 · rrd425619.xml · derivative · entry 6 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471 Underlying: Common Stock · 468 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, 2015 Filed Jun 9, 2015 21:26 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 572 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-008064 · rrd425619.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 · 572 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, 2015 Filed Jun 9, 2015 21:26 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 210 | $166.10 | $34,879.95 |
DisclosureSEC source: 0001181431-15-008064 · rrd425619.xml · nonDerivative · entry 4 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,361.2194 Read SEC document |
| June 08, 2015 Filed Jun 9, 2015 21:26 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 174 | $166.10 | $28,900.53 |
DisclosureSEC source: 0001181431-15-008064 · rrd425619.xml · nonDerivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,571.2194 Read SEC document |
| June 08, 2015 Filed Jun 9, 2015 21:26 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-008064 · rrd425619.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,745.2194 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, 2015 Filed Jun 9, 2015 21:26 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-008064 · rrd425619.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,173.2194 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 06, 2015 Filed May 7, 2015 19:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 13 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-006621 · rrd424831.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711 Underlying: Common Stock · 13 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, 2015 Filed Feb 17, 2015 18:17 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 850 | $160.00 | $136,000.00 |
DisclosureSEC source: 0001181431-15-002577 · rrd422438.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,705.2153 Read SEC document |
| February 06, 2015 Filed Feb 9, 2015 20:50 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 12 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-002146 · rrd422217.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,698 Underlying: Common Stock · 12 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, 2015 Filed Feb 3, 2015 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 25,158 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-001834 · rrd422030.xml · derivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,158 Underlying: Common Stock · 25,158 shares Expires not disclosed F2 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 12,579 of these units on 02/02/2017, and the restrictions lapse for the remaining 12,579 of these units on 02/02/2019. F2 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 12,579 of these units on 02/02/2017, and the restrictions lapse for the remaining 12,579 of these units on 02/02/2019. F2 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 12,579 of these units on 02/02/2017, and the restrictions lapse for the remaining 12,579 of these units on 02/02/2019. F2 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 12,579 of these units on 02/02/2017, and the restrictions lapse for the remaining 12,579 of these units on 02/02/2019. Read SEC document |
| February 01, 2015 Filed Feb 3, 2015 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 696 | $154.14 | $107,281.44 |
DisclosureSEC source: 0001181431-15-001834 · rrd422030.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,555.2115 Read SEC document |
| February 01, 2015 Filed Feb 3, 2015 21:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 1,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-001834 · rrd422030.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,251.2115 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2012-2014) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| November 06, 2014 Filed Nov 7, 2014 16:42 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 12 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-035885 · rrd418562.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,687 Underlying: Common Stock · 12 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| August 06, 2014 Filed Aug 8, 2014 19:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 10 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-028689 · rrd414374.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,675 Underlying: Common Stock · 10 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 04, 2014 Filed Aug 5, 2014 14:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,000 | $189.81 | $189,810.70 |
DisclosureSEC source: 0001181431-14-028193 · rrd414052.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,406.2044 Read SEC document |
| August 04, 2014 Filed Aug 5, 2014 14:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 750 | $189.81 | $142,357.50 |
DisclosureSEC source: 0001181431-14-028193 · rrd414052.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,406.2044 Read SEC document |
| June 08, 2014 Filed Jun 9, 2014 20:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 358 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-023292 · rrd411378.xml · derivative · entry 9 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 358 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, 2014 Filed Jun 9, 2014 20:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 468 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-023292 · rrd411378.xml · derivative · entry 8 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 939 Underlying: Common Stock · 468 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, 2014 Filed Jun 9, 2014 20:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 572 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-023292 · rrd411378.xml · derivative · entry 7 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572 Underlying: Common Stock · 572 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, 2014 Filed Jun 9, 2014 20:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 210 | $186.78 | $39,222.75 |
DisclosureSEC source: 0001181431-14-023292 · rrd411378.xml · nonDerivative · entry 6 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,156.2045 Read SEC document |
| June 08, 2014 Filed Jun 9, 2014 20:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 172 | $186.78 | $32,125.30 |
DisclosureSEC source: 0001181431-14-023292 · rrd411378.xml · nonDerivative · entry 5 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,366.2045 Read SEC document |
| June 08, 2014 Filed Jun 9, 2014 20:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 131 | $186.78 | $24,467.53 |
DisclosureSEC source: 0001181431-14-023292 · rrd411378.xml · nonDerivative · entry 4 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,538.2045 Read SEC document |
| June 08, 2014 Filed Jun 9, 2014 20:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-023292 · rrd411378.xml · nonDerivative · entry 3 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,669.2045 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, 2014 Filed Jun 9, 2014 20:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-023292 · rrd411378.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,097.2045 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, 2014 Filed Jun 9, 2014 20:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-023292 · rrd411378.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,629.2045 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, 2014 Filed May 8, 2014 17:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 10 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-018470 · rrd408871.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,665 Underlying: Common Stock · 10 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, 2014 Filed Feb 7, 2014 21:47 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 9 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-005796 · rrd401800.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,657 Underlying: Common Stock · 9 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, 2014 Filed Feb 4, 2014 01:18 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 880 | $176.59 | $155,394.80 |
DisclosureSEC source: 0001181431-14-004825 · rrd401213.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,271.1987 Read SEC document |
| February 01, 2014 Filed Feb 4, 2014 01:18 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 2,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-004825 · rrd401213.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,151.1987 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2011-2013) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| December 29, 2013 Filed Dec 30, 2013 18:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 4,167 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-064717 · rrd398549.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 · 4,167 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 29, 2013 Filed Dec 30, 2013 18:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 2,132 | $185.54 | $395,571.28 |
DisclosureSEC source: 0001181431-13-064717 · rrd398549.xml · nonDerivative · entry 2 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,794.1988 Read SEC document |
| December 29, 2013 Filed Dec 30, 2013 18:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 4,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-064717 · rrd398549.xml · nonDerivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,926.1988 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 06, 2013 Filed Nov 7, 2013 22:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 9 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-057671 · rrd394752.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,649 Underlying: Common Stock · 9 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 07, 2013 Filed Aug 8, 2013 19:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 9 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-043675 · rrd387846.xml · derivative · entry 1 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,640 Underlying: Common Stock · 9 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, 2013 Filed Jun 10, 2013 22:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 355 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-033917 · rrd382993.xml · derivative · entry 12 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358 Underlying: Common Stock · 355 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, 2013 Filed Jun 10, 2013 22:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 419 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-033917 · rrd382993.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 · 419 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, 2013 Filed Jun 10, 2013 22:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 468 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-033917 · rrd382993.xml · derivative · entry 10 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,407 Underlying: Common Stock · 468 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, 2013 Filed Jun 10, 2013 22:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 572 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-033917 · rrd382993.xml · derivative · entry 9 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,144 Underlying: Common Stock · 572 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, 2013 Filed Jun 10, 2013 22:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 295 | $205.23 | $60,542.85 |
DisclosureSEC source: 0001181431-13-033917 · rrd382993.xml · nonDerivative · entry 8 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,759.1931 Read SEC document |
| June 08, 2013 Filed Jun 10, 2013 22:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 242 | $205.23 | $49,665.66 |
DisclosureSEC source: 0001181431-13-033917 · rrd382993.xml · nonDerivative · entry 7 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,054.1931 Read SEC document |
| June 08, 2013 Filed Jun 10, 2013 22:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 184 | $205.23 | $37,762.32 |
DisclosureSEC source: 0001181431-13-033917 · rrd382993.xml · nonDerivative · entry 6 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,296.1931 Read SEC document |
| June 08, 2013 Filed Jun 10, 2013 22:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 166 | $205.23 | $34,068.18 |
DisclosureSEC source: 0001181431-13-033917 · rrd382993.xml · nonDerivative · entry 5 Gherson Diane J · CIK 0001578371 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,480.1931 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.