Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONOCOPHILLIPSCOP · Entity 658 | Director | January 15, 2017 | January 17, 2017 |
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.
CONOCOPHILLIPS
Report date January 15, 2017 · Filed January 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 54,187.6974 |
Reported balance
After 2017-01-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-01-15 · Grant · Acquired 4,369 · Balance 54,187.6974 F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for deferred payments. F3: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11. |
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 as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for deferred payments.
F3: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11.
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 15, 2006 Filed Jan 27, 2006 00:56 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001315886-06-000051 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,543 Underlying: Common Stock · 1,649 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| December 30, 2005 Filed Jan 4, 2006 22:11 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 155 | $58.01 | $8,991.55 |
DisclosureSEC source: 0001315886-06-000010 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,894 Underlying: Common Stock · 155 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| November 30, 2005 Filed Dec 2, 2005 02:22 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 147 | $60.99 | $8,965.53 |
DisclosureSEC source: 0001315886-05-000332 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,721 Underlying: Common Stock · 147 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| October 31, 2005 Filed Nov 3, 2005 00:23 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 139 | $64.76 | $9,001.64 |
DisclosureSEC source: 0001315886-05-000297 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,574 Underlying: Common Stock · 139 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| September 30, 2005 Filed Oct 5, 2005 00:41 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 128 | $70.49 | $9,022.72 |
DisclosureSEC source: 0001315886-05-000253 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,435 Underlying: Common Stock · 128 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| August 31, 2005 Filed Sep 3, 2005 01:33 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 137 | $65.57 | $8,983.09 |
DisclosureSEC source: 0001315886-05-000221 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,293 Underlying: Common Stock · 137 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| July 29, 2005 Filed Aug 2, 2005 20:58 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 142 | $63.12 | $8,963.04 |
DisclosureSEC source: 0001304783-05-000064 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,156 Underlying: Common Stock · 142 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| June 30, 2005 Filed Jul 5, 2005 19:34 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 155 | $57.94 | $8,980.70 |
DisclosureSEC source: 0001315886-05-000178 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,009 Underlying: Common Stock · 155 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F3 · balance_after: On June 1, 2005, the issuer declared a stock dividend, payable to all holders of record of common stock on May 16, 2005, of one share of common stock for each share of common stock outstanding. As a result, the total number of stock units held by the reporting person as of the date of the transaction reported herein reflects the stock dividend. Read SEC document |
| May 31, 2005 Filed Jun 2, 2005 21:53 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 84 | $107.32 | $9,014.88 |
DisclosureSEC source: 0001315886-05-000161 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,422 Underlying: Common Stock · 84 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| April 29, 2005 Filed May 3, 2005 19:53 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 86 | $104.17 | $8,958.62 |
DisclosureSEC source: 0001315886-05-000126 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,337.92 Underlying: Common Stock · 86 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| March 31, 2005 Filed Apr 2, 2005 00:03 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 84 | $106.67 | $8,960.28 |
DisclosureSEC source: 0001315886-05-000103 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,252 Underlying: Common Stock · 84 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| February 28, 2005 Filed Mar 2, 2005 22:43 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 82 | $110.51 | $9,061.82 |
DisclosureSEC source: 0001315886-05-000060 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,163 Underlying: Common Stock · 82 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| February 15, 2005 Filed Feb 18, 2005 00:16 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001315886-05-000046 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,081 Underlying: Common Stock · 1,081 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon his termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| February 09, 2004 Filed Feb 11, 2004 00:33 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 1,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001234266-04-000064 · edgar.xml · derivative · entry 1 COPELAND JAMES E JR · CIK 0001256476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,359 Underlying: Common Stock · 1,359 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 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) or (ii) the date which is 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) or (ii) the date which is three years after the applicable grant date. 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.