Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director | April 01, 2019 | April 03, 2019 |
| CONOCOPHILLIPSCOP · Entity 658 | Director | January 15, 2012 | January 18, 2012 |
| TRAVELERS COMPANIES, INC.TRV · Entity 2960 | Director | February 06, 2018 | February 08, 2018 |
| Veris Residential, Inc.CLI · Entity 43963 | Director | June 13, 2018 | June 14, 2018 |
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 April 01, 2019 · Filed April 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 59,654.42 |
Reported balance
After 2019-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-04-01 · Grant · Acquired 144.62 · Balance 59,654.42 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.
CONOCOPHILLIPS
Report date January 15, 2012 · Filed January 18, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,413 |
Reported balance
After 2012-01-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2012-01-15 · Grant · Acquired 2,413 · Balance 2,413 F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2: The reporting person has elected to receive payment in five equal annual installments beginning six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis.
F2: The reporting person has elected to receive payment in five equal annual installments beginning six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments.
TRAVELERS COMPANIES, INC.
Report date February 06, 2018 · Filed February 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,438.58 |
Reported balance
After 2018-02-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-02-06 · Grant · Acquired 1,242 · Balance 50,438.58 F1: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. F2: Includes 1,305.609 shares of deferred stock units acquired since February 9, 2017 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors.
F2: Includes 1,305.609 shares of deferred stock units acquired since February 9, 2017 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors.
Veris Residential, Inc.
Report date June 13, 2018 · Filed June 14, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,687 |
Reported balance
After 2018-06-13 transaction · row 1
1 source rowRow 1 · 2018-06-13 · Grant · Acquired 4,465 · Balance 28,687 F1: On June 13, 2018, the reporting person was granted 4,465 restricted shares of common stock pursuant to the 2013 Incentive Stock Plan of Mack-Cali Realty Corporation. The shares shall vest on the earlier to occur of (a) June 13, 2019, or (b) the 2019 annual meeting of stockholders of Mack-Cali Realty Corporation. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 13, 2018, the reporting person was granted 4,465 restricted shares of common stock pursuant to the 2013 Incentive Stock Plan of Mack-Cali Realty Corporation. The shares shall vest on the earlier to occur of (a) June 13, 2019, or (b) the 2019 annual meeting of stockholders of Mack-Cali Realty Corporation.
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 |
|---|---|---|---|---|---|---|
| August 29, 2003 Filed Sep 3, 2003 16:23 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 150 | $55.67 | $8,350.50 |
DisclosureSEC source: 0001234266-03-000045 · edgar.xml · nonDerivative · entry 1 DUBERSTEIN KENNETH M · CIK 0001013056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,602 Read SEC document |
| July 31, 2003 Filed Aug 4, 2003 15:58 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 158 | $52.75 | $8,334.50 |
DisclosureSEC source: 0001234266-03-000030 · edgar.xml · nonDerivative · entry 1 DUBERSTEIN KENNETH M · CIK 0001013056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,452 Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 19:56 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 191.19 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-03-000096 · dub562.xml · derivative · entry 2 DUBERSTEIN KENNETH M · CIK 0001013056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,904.41 Underlying: Common · 0 shares Expires 1988-08-08 F2 · shares: Company match to Phantom Stock Units Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 19:56 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 764.75 | $34.33 Strike: $0.00 | $26,250.04 |
DisclosureSEC source: 0001137638-03-000096 · dub562.xml · derivative · entry 1 DUBERSTEIN KENNETH M · CIK 0001013056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 0 shares Expires 1988-08-08 F1 · shares: Phantom Stock Units acquired in lieu of Director Compensation Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 15:45 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 152 | $54.88 | $8,341.76 |
DisclosureSEC source: 0001234266-03-000008 · edgar.xml · nonDerivative · entry 1 DUBERSTEIN KENNETH M · CIK 0001013056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,294 Read SEC document |
| June 01, 2003 Filed Jun 3, 2003 15:55 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionStock Units · Derivative | 378 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001234250-03-000018 · edgar.xml · derivative · entry 3 DUBERSTEIN KENNETH M · CIK 0001013056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 793 Underlying: Common Stock · 378 shares Expires 1988-08-08 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: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The stock units become payable, at the election of the director (i) the date the director ceases to serve on the Board of Directors (subject to a minimum of three years from the grant date prior to payment), (ii) the date which is five years after the date the director ceases to serve on the Board of Directors or (iii) the date three years after the applicable grant date. F2 · derivative.expiration_date: The stock units become payable, at the election of the director (i) the date the director ceases to serve on the Board of Directors (subject to a minimum of three years from the grant date prior to payment), (ii) the date which is five years after the date the director ceases to serve on the Board of Directors or (iii) the date three years after the applicable grant date. Read SEC document |
| June 01, 2003 Filed Jun 3, 2003 15:55 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionCommon Stock | 378 | $0.00 | $0.00 |
DisclosureSEC source: 0001234250-03-000018 · edgar.xml · nonDerivative · entry 2 DUBERSTEIN KENNETH M · CIK 0001013056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,142 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 30, 2003 Filed Jun 3, 2003 15:55 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 156 | $53.65 | $8,369.40 |
DisclosureSEC source: 0001234250-03-000018 · edgar.xml · nonDerivative · entry 1 DUBERSTEIN KENNETH M · CIK 0001013056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,764 Read SEC document |
| May 09, 2003 Filed May 13, 2003 20:03 UTC | BOEING CO BA · Entity 2862 | GrantStock Option (Right to Buy) · Derivative | 2,400 | $0.00 Strike: $28.22 | $0.00 |
DisclosureSEC source: 0001209191-03-004204 · bos89229_bos15kmd.xml · derivative · entry 1 DUBERSTEIN KENNETH M · CIK 0001013056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Underlying: Common · 2,400 shares Expires 2013-04-28 F1 · derivative.exercise_price: The exercisable price is the average of the fair market value for the fifth through ninth business days following the date of grant. F3 · price: Converts on a one-for-one basis. F2 · derivative.exercise_date: Stock Option is exercisable on the date of the annual meeting per the following schedule: 40% exercisable on year after grant, an additional 30% exercisable three years after grant and the final 30% exercisable five years after grant. 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.