Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Senior Vice President | March 01, 2019 | March 04, 2019 |
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 March 01, 2019 · Filed March 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,049 |
Ending reported balance
After 2019-03-01 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2019-03-01 · Sale · Disposed 9,646 · Balance 41,403 Row 2 · 2019-03-01 · Sale · Disposed 700 · Balance 40,703 Row 3 · 2019-03-01 · Sale · Disposed 714 · Balance 39,989 Row 4 · 2019-03-01 · Sale · Disposed 800 · Balance 39,189 Row 5 · 2019-03-01 · Sale · Disposed 1,000 · Balance 38,189 Row 6 · 2019-03-01 · Sale · Disposed 100 · Balance 38,089 Row 7 · 2019-03-01 · Sale · Disposed 40 · Balance 38,049 |
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 |
|---|---|---|---|---|---|---|
| March 01, 2019 Filed Mar 4, 2019 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 40 | $139.06 | $5,562.40 |
DisclosureSEC source: 0001562180-19-001579 · primarydocument.xml · nonDerivative · entry 7 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,049 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $139.06 | $13,905.50 |
DisclosureSEC source: 0001562180-19-001579 · primarydocument.xml · nonDerivative · entry 6 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,089 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,000 | $139.04 | $139,040.00 |
DisclosureSEC source: 0001562180-19-001579 · primarydocument.xml · nonDerivative · entry 5 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,189 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 800 | $139.03 | $111,224.00 |
DisclosureSEC source: 0001562180-19-001579 · primarydocument.xml · nonDerivative · entry 4 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,189 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 714 | $139.02 | $99,260.28 |
DisclosureSEC source: 0001562180-19-001579 · primarydocument.xml · nonDerivative · entry 3 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,989 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 700 | $139.01 | $97,307.00 |
DisclosureSEC source: 0001562180-19-001579 · primarydocument.xml · nonDerivative · entry 2 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,703 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 9,646 | $139.00 | $1,340,794.00 |
DisclosureSEC source: 0001562180-19-001579 · primarydocument.xml · nonDerivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,403 Read SEC document |
| February 07, 2019 Filed Feb 8, 2019 19:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 223 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000840 · primarydocument.xml · derivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,139 Underlying: Common Stock · 223 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, 2019 Filed Feb 5, 2019 15:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 12,579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000747 · primarydocument.xml · derivative · entry 5 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,579 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| February 02, 2019 Filed Feb 5, 2019 15:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 5,065 | $134.27 | $680,052.23 |
DisclosureSEC source: 0001562180-19-000747 · primarydocument.xml · nonDerivative · entry 4 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,049 Read SEC document |
| February 02, 2019 Filed Feb 5, 2019 15:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 12,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000747 · primarydocument.xml · nonDerivative · entry 3 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,114 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 15:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 11,954 | $134.27 | $1,605,003.81 |
DisclosureSEC source: 0001562180-19-000747 · primarydocument.xml · nonDerivative · entry 2 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,535 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 15:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 24,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000747 · primarydocument.xml · nonDerivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,489 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2016-2018) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 21:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 237 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-004468 · primarydocument.xml · derivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,908 Underlying: Common Stock · 237 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 09, 2018 Filed Aug 13, 2018 15:24 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003570 · primarydocument.xml · derivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,667 Underlying: Common Stock · 200 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, 2018 Filed Jun 12, 2018 12:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 3,319 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002951 · primarydocument.xml · derivative · entry 7 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,638 Underlying: Common Stock · 3,319 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 12:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002951 · primarydocument.xml · derivative · entry 6 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,250 Underlying: Common Stock · 2,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 12:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 12,032 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002951 · primarydocument.xml · derivative · entry 5 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,032 Underlying: Common Stock · 12,032 shares Expires not disclosed F1 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,008 of these units on 06/08/2019, 3,008 of these units on 06/08/2020, 3,008 of these units on 06/08/2021, and 3,008 of these units on 06/08/2022. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,008 of these units on 06/08/2019, 3,008 of these units on 06/08/2020, 3,008 of these units on 06/08/2021, and 3,008 of these units on 06/08/2022. F1 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,008 of these units on 06/08/2019, 3,008 of these units on 06/08/2020, 3,008 of these units on 06/08/2021, and 3,008 of these units on 06/08/2022. F1 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 3,008 of these units on 06/08/2019, 3,008 of these units on 06/08/2020, 3,008 of these units on 06/08/2021, and 3,008 of these units on 06/08/2022. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 12:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,626 | $145.41 | $236,428.53 |
DisclosureSEC source: 0001562180-18-002951 · primarydocument.xml · nonDerivative · entry 4 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,080 Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 12:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 3,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002951 · primarydocument.xml · nonDerivative · entry 3 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,706 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 12:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,347 | $145.41 | $195,860.54 |
DisclosureSEC source: 0001562180-18-002951 · primarydocument.xml · nonDerivative · entry 2 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,387 Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 12:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002951 · primarydocument.xml · nonDerivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,734 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2018 Filed May 10, 2018 16:45 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 201 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002434 · primarydocument.xml · derivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,472 Underlying: Common Stock · 201 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 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 200 | $154.78 | $30,956.20 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 13 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,984 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $154.78 | $15,478.00 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 12 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,184 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 238 | $154.77 | $36,835.26 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 11 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,284 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 200 | $154.75 | $30,950.00 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 10 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,522 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 222 | $154.74 | $34,352.28 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 9 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,722 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 120 | $154.73 | $18,567.60 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 8 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,944 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 298 | $154.72 | $46,106.56 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 7 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,064 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $154.71 | $15,471.00 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 6 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,362 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 300 | $154.69 | $46,407.00 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 5 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,462 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 200 | $154.68 | $30,936.00 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 4 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,762 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 200 | $154.67 | $30,934.00 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 3 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,962 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 500 | $154.66 | $77,330.00 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 2 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,162 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 10,322 | $154.64 | $1,596,194.08 |
DisclosureSEC source: 0001562180-18-001225 · primarydocument.xml · nonDerivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,662 Read SEC document |
| February 08, 2018 Filed Feb 9, 2018 16:41 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000709 · primarydocument.xml · derivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,289 Underlying: Common Stock · 184 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 22:31 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 7,403 | $163.02 | $1,206,837.06 |
DisclosureSEC source: 0001562180-18-000597 · primarydocument.xml · nonDerivative · entry 2 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,984 Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 22:31 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 16,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000597 · primarydocument.xml · nonDerivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,387 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2015-2017) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 16:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 179 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003542 · primarydocument.xml · derivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,109 Underlying: Common Stock · 179 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| August 08, 2017 Filed Aug 9, 2017 19:19 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 187 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002627 · primarydocument.xml · derivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,929 Underlying: Common Stock · 187 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 23:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 3,319 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002252 · primarydocument.xml · derivative · entry 4 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,957 Underlying: Common Stock · 3,319 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 23:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 11,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002252 · primarydocument.xml · derivative · entry 3 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Stock · 11,000 shares Expires not disclosed F1 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,750 of these units on 06/08/2018, 2,750 of these units on 06/08/2019, 2,750 of these units on 06/08/2020, and 2,750 of these units on 06/08/2021. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,750 of these units on 06/08/2018, 2,750 of these units on 06/08/2019, 2,750 of these units on 06/08/2020, and 2,750 of these units on 06/08/2021. F1 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,750 of these units on 06/08/2018, 2,750 of these units on 06/08/2019, 2,750 of these units on 06/08/2020, and 2,750 of these units on 06/08/2021. F1 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,750 of these units on 06/08/2018, 2,750 of these units on 06/08/2019, 2,750 of these units on 06/08/2020, and 2,750 of these units on 06/08/2021. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 23:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,712 | $151.87 | $259,992.88 |
DisclosureSEC source: 0001562180-17-002252 · primarydocument.xml · nonDerivative · entry 2 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,425 Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 23:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 3,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002252 · primarydocument.xml · nonDerivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,137 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 08, 2017 Filed May 9, 2017 18:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 173 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001891 · primarydocument.xml · derivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,743 Underlying: Common Stock · 173 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 08, 2017 Filed Feb 9, 2017 18:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 139 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000580 · primarydocument.xml · derivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,570 Underlying: Common Stock · 139 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 12,579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000517 · primarydocument.xml · derivative · entry 3 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,579 Underlying: Common Stock · 12,579 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · kind: Release of restricted stock units. F1 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F1 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 6,487 | $174.26 | $1,130,392.19 |
DisclosureSEC source: 0001562180-17-000517 · primarydocument.xml · nonDerivative · entry 2 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,818 Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 12,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000517 · primarydocument.xml · nonDerivative · entry 1 Clementi Erich · CIK 0001502812 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,305 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.