Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AramarkARMK · Entity 3359 | Director | September 09, 2026 | September 10, 2026 |
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Senior Vice President | June 30, 2020 | July 01, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Aramark
Report date September 09, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,203.826 |
Reported balance
After 2026-09-09 transaction · row 1
1 source rowRow 1 · 2026-09-09 · Grant · Acquired 61.449 · Balance 29,203.826 F1: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards.
INTERNATIONAL BUSINESS MACHINES CORP
Report date June 30, 2020 · Filed July 01, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,901 |
Reported balance
After 2020-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-06-30 · Grant · Acquired 7 · Balance 10,901 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.
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 |
|---|---|---|---|---|---|---|
| September 09, 2026 Filed Sep 10, 2026 20:16 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 61.449 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-26-000133 · wk-form4_1789071361.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,203.826 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| June 03, 2026 Filed Jun 4, 2026 22:26 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 65.171 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-26-000100 · wk-form4_1780611988.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,142.377 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 21:40 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 84.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-26-000072 · wk-form4_1772746816.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,077.206 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| February 03, 2026 Filed Feb 4, 2026 21:34 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 5,124 | $38.06 | $195,019.44 |
DisclosureSEC source: 0001584509-26-000029 · wk-form4_1770240861.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,992.516 F1 · shares: Represents a grant of deferred stock units, which will vest on the day prior to the first annual stockholders' meeting of the Company occurring after the grant date, subject to continued service, and, if vested, will be settled in shares of common stock on the first day of the seventh month after the date of the director's departure from the board. Read SEC document |
| December 17, 2025 Filed Dec 18, 2025 22:13 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 75.633 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-25-000234 · wk-form4_1766095986.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,868.516 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| August 20, 2025 Filed Aug 21, 2025 20:13 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 62.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-25-000175 · wk-form4_1755807214.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,792.883 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| May 28, 2025 Filed May 29, 2025 20:43 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 61.975 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-25-000153 · wk-form4_1748551381.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,730.683 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:11 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 66.673 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-25-000088 · wk-form4_1740517903.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,668.708 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 22:45 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-25-000032 · wk-form4_1738017922.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,602.035 F1 · shares: Represents a grant of deferred stock units, which will vest on the day prior to the first annual stockholders' meeting of the Company occurring after the grant date, subject to continued service, and, if vested, will be settled in shares of common stock on the first day of the seventh month after the date of the director's departure from the board. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 21:04 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 48.221 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-24-000283 · wk-form4_1734123864.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,602.035 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 20:08 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 48.431 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-24-000180 · wk-form4_1725566892.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,553.814 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:55 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 55.085 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-24-000126 · wk-form4_1717102515.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,505.383 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:08 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 57.048 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-24-000076 · wk-form4_1709327302.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,450.298 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 21:27 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 5,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-24-000037 · wk-form4_1706822825.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,393.25 F1 · shares: Represents a grant of deferred stock units, which will vest on the day prior to the first annual stockholders' meeting of the Company occurring after the grant date, subject to continued service, and, if vested, will be settled in shares of common stock on the first day of the seventh month after the date of the director's departure from the board. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 22:47 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 43.25 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-23-000293 · wk-form4_1702421249.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,408.25 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. F2 · balance_after: Includes an adjustment to the number of deferred stock units held by the Reporting Person in connection with the completion of the separation of the Issuer's uniforms and workplace supplies business on September 30, 2023. Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 00:34 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 25.999 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-23-000163 · wk-form4_1693442071.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,915.29 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 20:44 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 24.699 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-23-000140 · wf-form4_168573865168825.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,889.291 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:18 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 25.852 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-23-000090 · wf-form4_167848308725395.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,864.592 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 22:09 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 4,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-23-000049 · wf-form4_167580776771717.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,838.74 F1 · shares: Represents a grant of deferred stock units, which will vest on the day prior to the first annual stockholders' meeting of the Company occurring after the grant date, subject to continued service, and, if vested, will be settled in shares of common stock on the first day of the seventh month after the date of the director's departure from the board. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 23:21 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 12.429 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-22-000270 · wf-form4_167045526555295.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,685.74 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 20:38 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 14.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-22-000181 · wf-form4_166206467227927.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,673.311 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:19 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 15.007 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-22-000129 · wf-form4_165428753358506.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,658.911 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 22:28 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 13.904 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-22-000077 · wf-form4_164643290185860.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,643.904 F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on restricted stock units held by the reporting person. These dividend equivalent rights vest on the same schedules as the underlying awards. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:29 UTC | Aramark ARMK · Entity 3359 | GrantCommon Stock | 4,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001584509-22-000043 · wf-form4_164392372531192.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,630 F1 · price: Represents a grant of deferred stock units, which will vest on the day prior to the first annual stockholders' meeting of the Company occurring after the grant date, subject to continued service, and, if vested, will be settled in shares of common stock on the first day of the seventh month after the date of the director's departure from the board. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 23:30 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 7 | $120.77 Strike: $0.00 | $845.39 |
DisclosureSEC source: 0001562180-20-004755 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,901 Underlying: Common Stock · 7 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 15, 2020 Filed Jun 16, 2020 20:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 7 | $121.65 Strike: $0.00 | $851.55 |
DisclosureSEC source: 0001562180-20-004514 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,895 Underlying: Common Stock · 7 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, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 1,914 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · derivative · entry 14 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,829 Underlying: Common Stock · 1,914 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, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 1,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · derivative · entry 13 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Stock · 1,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 1,993 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · derivative · entry 12 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,993 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, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 12,218 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · derivative · entry 11 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,218 Underlying: Common Stock · 12,218 shares Expires not disclosed F4 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,054 of these units on 06/08/2021, 3,054 of these units on 06/08/2022, 3,054 of these units on 06/08/2023, and 3,056 of these units on 06/08/2024 F4 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,054 of these units on 06/08/2021, 3,054 of these units on 06/08/2022, 3,054 of these units on 06/08/2023, and 3,056 of these units on 06/08/2024 F4 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,054 of these units on 06/08/2021, 3,054 of these units on 06/08/2022, 3,054 of these units on 06/08/2023, and 3,056 of these units on 06/08/2024 F4 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,054 of these units on 06/08/2021, 3,054 of these units on 06/08/2022, 3,054 of these units on 06/08/2023, and 3,056 of these units on 06/08/2024 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 969 | $134.08 | $129,918.68 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · nonDerivative · entry 8 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,578.761 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 1,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · nonDerivative · entry 7 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,547.761 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 922 | $134.08 | $123,617.15 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · nonDerivative · entry 6 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,554.761 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 1,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · nonDerivative · entry 5 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,476.761 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 848 | $134.08 | $113,695.60 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · nonDerivative · entry 4 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,562.761 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · nonDerivative · entry 3 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,410.761 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 07, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · derivative · entry 10 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,367 Underlying: Common Stock · 2,788 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 07, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,325 | $132.99 | $176,205.13 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · nonDerivative · entry 2 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,660.761 Read SEC document |
| June 07, 2020 Filed Jun 10, 2020 01:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004396 · primarydocument.xml · nonDerivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,985.761 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 29, 2020 Filed Jun 1, 2020 21:55 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 7 | $124.90 Strike: $0.00 | $874.30 |
DisclosureSEC source: 0001562180-20-004033 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,897 Underlying: Common Stock · 7 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 15, 2020 Filed May 18, 2020 21:44 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 7 | $116.98 Strike: $0.00 | $818.86 |
DisclosureSEC source: 0001562180-20-003687 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,902 Underlying: Common Stock · 7 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| May 07, 2020 Filed May 8, 2020 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 145 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003498 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,890 Underlying: Common Stock · 145 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 |
| April 30, 2020 Filed May 1, 2020 20:19 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 7 | $125.56 Strike: $0.00 | $878.92 |
DisclosureSEC source: 0001562180-20-003248 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,745 Underlying: Common Stock · 7 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 |
| April 15, 2020 Filed Apr 16, 2020 23:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 7 | $118.69 Strike: $0.00 | $830.83 |
DisclosureSEC source: 0001562180-20-003034 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,741 Underlying: Common Stock · 7 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 |
| March 31, 2020 Filed Apr 1, 2020 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 7 | $110.93 Strike: $0.00 | $776.51 |
DisclosureSEC source: 0001562180-20-002807 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,736 Underlying: Common Stock · 7 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 |
| March 13, 2020 Filed Mar 16, 2020 16:18 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 341 | $107.95 Strike: $0.00 | $36,810.95 |
DisclosureSEC source: 0001562180-20-002535 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,726 Underlying: Common Stock · 341 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 28, 2020 Filed Mar 2, 2020 18:25 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 6 | $130.15 Strike: $0.00 | $780.90 |
DisclosureSEC source: 0001562180-20-001852 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,370 Underlying: Common Stock · 6 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 14, 2020 Filed Feb 25, 2020 21:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 6 | $150.70 Strike: $0.00 | $904.20 |
DisclosureSEC source: 0001562180-20-001674 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,343 Underlying: Common Stock · 6 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| February 07, 2020 Filed Feb 10, 2020 21:42 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 108 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001056 · primarydocument.xml · derivative · entry 1 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,336 Underlying: Common Stock · 108 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 23:52 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 4,697 | $142.42 | $668,946.74 |
DisclosureSEC source: 0001562180-20-000869 · primarydocument.xml · nonDerivative · entry 2 KEVERIAN KENNETH M · CIK 0001604043 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,654.659 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.