Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CUMMINS INCCMI · Entity 2961 | Director | May 12, 2026 | May 13, 2026 |
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Senior Vice President | December 30, 2016 | January 03, 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.
CUMMINS INC
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 5,378.9939 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 306 · Balance 5,378.9939 |
INTERNATIONAL BUSINESS MACHINES CORP
Report date December 30, 2016 · Filed January 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 18,245 |
Reported balance
After 2016-12-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2016-12-30 · Grant · Acquired 96 · Balance 18,245 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. |
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 18,610 |
Reported balance
After 2016-12-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-12-30 · Grant · Acquired 365 · Balance 18,610 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 |
|---|---|---|---|---|---|---|
| November 06, 2015 Filed Nov 9, 2015 21:40 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 113 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-15-000963 · primarydocument.xml · derivative · entry 1 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,082 Underlying: Common Stock · 113 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 |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | OtherPhantom Stock Unit · Derivative | 11,969 | $144.09 Strike: $0.00 | $1,724,613.21 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · derivative · entry 28 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,969 Underlying: Common Stock · 11,969 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. F3 · kind: Intra-plan transfer under the IBM Excess 401(k) Plus Plan. F4 · 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. F4 · 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 |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $143.65 | $14,365.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 27 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,045.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 500 | $143.63 | $71,815.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 26 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,145.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $143.62 | $14,362.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 25 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,645.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 300 | $143.60 | $43,080.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 24 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,745.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 700 | $143.59 | $100,513.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 23 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,045.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 200 | $143.58 | $28,716.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 22 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,745.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $143.56 | $14,356.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 21 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,945.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 2,300 | $143.54 | $330,142.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 20 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,045.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $143.53 | $14,353.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 19 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,345.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 900 | $143.52 | $129,168.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 18 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,445.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 3,627 | $143.51 | $520,510.77 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 17 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,345.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 773 | $143.50 | $110,925.50 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 16 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,972.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 800 | $143.50 | $114,796.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 15 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,745.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 400 | $143.48 | $57,392.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 14 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,545.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 300 | $143.47 | $43,041.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 13 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,945.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 400 | $143.46 | $57,384.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 12 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,245.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 300 | $143.45 | $43,035.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 11 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,645.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $143.44 | $14,344.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 10 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,945.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 400 | $143.43 | $57,372.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 9 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,045.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,200 | $143.42 | $172,104.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 8 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,445.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 900 | $143.41 | $129,069.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 7 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,645.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 800 | $143.40 | $114,720.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 6 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,545.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,200 | $143.39 | $172,068.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 5 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,345.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,200 | $143.37 | $172,044.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 4 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,545.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $143.35 | $14,335.00 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 3 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,745.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 405 | $143.34 | $58,052.70 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 2 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,845.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| October 22, 2015 Filed Oct 23, 2015 20:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 295 | $143.33 | $42,282.35 |
DisclosureSEC source: 0001562180-15-000876 · primarydocument.xml · nonDerivative · entry 1 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,250.302 F1 · kind: The transactions reported above consist of a disposition of 18,500 shares of Common Stock and an intra-plan transfer under the IBM Excess 401(k) Plus Plan of 11,969 phantom stock units into the IBM Stock Fund. Read SEC document |
| May 07, 2015 Filed May 8, 2015 14:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 5,000 | $171.66 | $858,314.00 |
DisclosureSEC source: 0001181431-15-006662 · rrd424846.xml · nonDerivative · entry 1 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,381.139 Read SEC document |
| February 02, 2015 Filed Feb 3, 2015 21:37 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 18,868 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-001835 · rrd422029.xml · derivative · entry 3 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,868 Underlying: Common Stock · 18,868 shares Expires not disclosed F2 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 12,641 of these units on 02/02/2017, and the restrictions lapse for the remaining 6,227 of these units on 02/02/2018. F2 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 12,641 of these units on 02/02/2017, and the restrictions lapse for the remaining 6,227 of these units on 02/02/2018. F2 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 12,641 of these units on 02/02/2017, and the restrictions lapse for the remaining 6,227 of these units on 02/02/2018. F2 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 12,641 of these units on 02/02/2017, and the restrictions lapse for the remaining 6,227 of these units on 02/02/2018. Read SEC document |
| February 01, 2015 Filed Feb 3, 2015 21:37 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 7,244 | $154.14 | $1,116,590.16 |
DisclosureSEC source: 0001181431-15-001835 · rrd422029.xml · nonDerivative · entry 2 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,292.063 Read SEC document |
| February 01, 2015 Filed Feb 3, 2015 21:37 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 12,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-001835 · rrd422029.xml · nonDerivative · entry 1 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,536.063 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2012-2014) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| January 22, 2015 Filed Jan 23, 2015 21:42 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 8,197 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-001427 · rrd421691.xml · derivative · entry 3 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,197 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 |
| January 22, 2015 Filed Jan 23, 2015 21:42 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 3,643 | $153.74 | $560,074.82 |
DisclosureSEC source: 0001181431-15-001427 · rrd421691.xml · nonDerivative · entry 2 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,551.228 Read SEC document |
| January 22, 2015 Filed Jan 23, 2015 21:42 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 8,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-001427 · rrd421691.xml · nonDerivative · entry 1 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,194.228 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 14, 2014 Filed Feb 18, 2014 15:23 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,600 | $182.84 | $292,544.00 |
DisclosureSEC source: 0001181431-14-007261 · rrd402579.xml · nonDerivative · entry 4 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,757.823 Read SEC document |
| February 14, 2014 Filed Feb 18, 2014 15:23 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,064 | $182.83 | $194,531.12 |
DisclosureSEC source: 0001181431-14-007261 · rrd402579.xml · nonDerivative · entry 3 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,357.823 Read SEC document |
| February 14, 2014 Filed Feb 18, 2014 15:23 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 972 | $182.82 | $177,701.04 |
DisclosureSEC source: 0001181431-14-007261 · rrd402579.xml · nonDerivative · entry 2 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,421.823 Read SEC document |
| February 14, 2014 Filed Feb 18, 2014 15:23 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,364 | $182.82 | $249,364.57 |
DisclosureSEC source: 0001181431-14-007261 · rrd402579.xml · nonDerivative · entry 1 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,393.823 Read SEC document |
| February 01, 2014 Filed Feb 4, 2014 01:19 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 4,825 | $176.59 | $852,022.63 |
DisclosureSEC source: 0001181431-14-004826 · rrd401214.xml · nonDerivative · entry 2 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,750.99 Read SEC document |
| February 01, 2014 Filed Feb 4, 2014 01:19 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 10,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-004826 · rrd401214.xml · nonDerivative · entry 1 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,575.99 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2011-2013) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| February 20, 2013 Filed Feb 21, 2013 18:58 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 600 | $201.57 | $120,942.00 |
DisclosureSEC source: 0001181431-13-011258 · rrd371066.xml · nonDerivative · entry 7 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,259.393 Read SEC document |
| February 20, 2013 Filed Feb 21, 2013 18:58 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $201.56 | $20,156.00 |
DisclosureSEC source: 0001181431-13-011258 · rrd371066.xml · nonDerivative · entry 6 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,859.393 Read SEC document |
| February 20, 2013 Filed Feb 21, 2013 18:58 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 203 | $201.55 | $40,914.65 |
DisclosureSEC source: 0001181431-13-011258 · rrd371066.xml · nonDerivative · entry 5 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,959.393 Read SEC document |
| February 20, 2013 Filed Feb 21, 2013 18:58 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 800 | $201.54 | $161,232.00 |
DisclosureSEC source: 0001181431-13-011258 · rrd371066.xml · nonDerivative · entry 4 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,162.393 Read SEC document |
| February 20, 2013 Filed Feb 21, 2013 18:58 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 420 | $201.53 | $84,642.60 |
DisclosureSEC source: 0001181431-13-011258 · rrd371066.xml · nonDerivative · entry 3 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,962.393 Read SEC document |
| February 20, 2013 Filed Feb 21, 2013 18:58 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 477 | $201.52 | $96,125.04 |
DisclosureSEC source: 0001181431-13-011258 · rrd371066.xml · nonDerivative · entry 2 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,382.393 Read SEC document |
| February 20, 2013 Filed Feb 21, 2013 18:58 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 5,400 | $201.51 | $1,088,163.72 |
DisclosureSEC source: 0001181431-13-011258 · rrd371066.xml · nonDerivative · entry 1 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,859.393 Read SEC document |
| February 01, 2013 Filed Feb 5, 2013 02:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 3,914 | $204.58 | $800,726.12 |
DisclosureSEC source: 0001181431-13-006595 · rrd368699.xml · nonDerivative · entry 2 Di Leo Allen Bruno V · CIK 0001538976 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,258.222 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.