Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director | January 02, 2020 | January 06, 2020 |
| United Homes Group, Inc.UHG · Entity 49322 | Director | January 22, 2025 | January 24, 2025 |
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.
BOEING CO
Report date January 02, 2020 · Filed January 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 624.15 |
Reported balance
After 2020-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-01-02 · Grant · Acquired 253.38 · Balance 624.15 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
F4: Includes adjustments for dividends accrued.
United Homes Group, Inc.
Report date January 22, 2025 · Filed January 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.42 · Expires 2035-01-22 | Direct | 34,000 |
Reported balance
After 2025-01-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-01-22 · Grant · Acquired 34,000 · Balance 34,000 F1: The option will become exercisable in three equal annual installments beginning on 01/22/2026; provided, however, that the option will vest in full upon the event that the daily volume weighted average price of the Issuer's Class A Common Stock over any 20 trading days within the preceding 30 consecutive trading day period is greater than or equal to $12.00. |
Filing footnotes · ownership attribution and instrument terms
F1: The option will become exercisable in three equal annual installments beginning on 01/22/2026; provided, however, that the option will vest in full upon the event that the daily volume weighted average price of the Issuer's Class A Common Stock over any 20 trading days within the preceding 30 consecutive trading day period is greater than or equal to $12.00.
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 |
|---|---|---|---|---|---|---|
| January 22, 2025 Filed Jan 24, 2025 18:55 UTC | United Homes Group, Inc. UHG · Entity 49322 | GrantStock option (right to buy) · Derivative | 34,000 | $0.00 Strike: $4.42 | $0.00 |
DisclosureSEC source: 0001474506-25-000014 · primary_doc.xml · derivative · entry 1 Haley Nikki R. · CIK 0001769426 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,000 Underlying: Class A Common Stock · 34,000 shares Expires 2035-01-22 F1 · derivative.exercise_date: The option will become exercisable in three equal annual installments beginning on 01/22/2026; provided, however, that the option will vest in full upon the event that the daily volume weighted average price of the Issuer's Class A Common Stock over any 20 trading days within the preceding 30 consecutive trading day period is greater than or equal to $12.00. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 17:29 UTC | United Homes Group, Inc. UHG · Entity 49322 | GrantStock Option (Right to Buy) · Derivative | 34,000 | $0.00 Strike: $7.16 | $0.00 |
DisclosureSEC source: 0001474506-24-000095 · primary_doc.xml · derivative · entry 1 Haley Nikki R. · CIK 0001769426 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,000 Underlying: Class A Common Stock · 34,000 shares Expires 2034-02-26 F1 · derivative.exercise_date: The option will become exercisable in three equal annual installments beginning on 02/26/2025; provided, however, that the option will vest in full upon the event that the daily volume weighted average price of the Issuer's Class A Common Stock over any 20 trading days within the preceding 30 consecutive trading day period is greater than or equal to $12.00. Read SEC document |
| May 25, 2023 Filed May 30, 2023 18:35 UTC | United Homes Group, Inc. UHG · Entity 49322 | GrantStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $11.64 | $0.00 |
DisclosureSEC source: 0001474506-23-000255 · primary_doc.xml · derivative · entry 1 Haley Nikki R. · CIK 0001769426 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires 2033-05-25 F1 · derivative.exercise_date: The option will become exercisable in four equal annual installments beginning on 05/25/2024. Read SEC document |
| March 30, 2023 Filed Apr 3, 2023 21:23 UTC | United Homes Group, Inc. UHG · Entity 49322 | GrantEmployee stock options (right to buy) · Derivative | 106,813 | $0.00 Strike: $2.81 | $0.00 |
DisclosureSEC source: 0001474506-23-000176 · primary_doc.xml · derivative · entry 1 Haley Nikki R · CIK 0001769426 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,813 Underlying: Class A Common Stock · 106,813 shares Expires 2032-01-23 F1 · security: In connection with the merger of Great Southern Homes, Inc. ("GSH"), a private company, into a wholly owned subsidiary of the Issuer, the Reporting Person received these options to purchase shares of Class A Common Stock in exchange for previously outstanding options to purchase shares of GSH. The options were granted on the effective date of the Merger; 1/4 of the options are currently vested; and the remaining 3/4 of the options will vest in three equal annual installments beginning on 01/19/2024. F1 · derivative.exercise_date: In connection with the merger of Great Southern Homes, Inc. ("GSH"), a private company, into a wholly owned subsidiary of the Issuer, the Reporting Person received these options to purchase shares of Class A Common Stock in exchange for previously outstanding options to purchase shares of GSH. The options were granted on the effective date of the Merger; 1/4 of the options are currently vested; and the remaining 3/4 of the options will vest in three equal annual installments beginning on 01/19/2024. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:22 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 253.38 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000565 · doc4.xml · derivative · entry 1 Haley Nikki R · CIK 0001769426 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 624.15 Underlying: Common Stock · 253.38 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:04 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 132.02 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013172 · doc4.xml · derivative · entry 1 Haley Nikki R · CIK 0001769426 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368.61 Underlying: Common Stock · 132.02 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:29 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 235.25 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010050 · doc4.xml · derivative · entry 1 Haley Nikki R · CIK 0001769426 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235.25 Underlying: Common Stock · 235.25 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. 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.