Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABBOTT LABORATORIESABT · Entity 2314 | Senior Vice President | April 01, 2015 | April 02, 2015 |
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.
ABBOTT LABORATORIES
Report date April 01, 2015 · Filed April 02, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares without par valueSEC Table I · non-derivative | Direct | 93,333 |
Reported balance
After 2015-04-01 transaction · row 1
1 source rowRow 1 · 2015-04-01 · Tax withholding · Disposed 2,677 · Balance 93,333 |
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 |
|---|---|---|---|---|---|---|
| April 01, 2015 Filed Apr 2, 2015 21:02 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 2,677 | $46.33 | $124,025.41 |
DisclosureSEC source: 0001179110-15-005827 · edgar.xml · nonDerivative · entry 1 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,333 Read SEC document |
| February 27, 2015 Filed Mar 3, 2015 22:15 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 4,737 | $47.61 | $225,528.57 |
DisclosureSEC source: 0001179110-15-004041 · edgar.xml · nonDerivative · entry 1 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,010 Read SEC document |
| February 20, 2015 Filed Feb 24, 2015 23:14 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 117,878 | $0.00 Strike: $47.00 | $0.00 |
DisclosureSEC source: 0001179110-15-003347 · edgar.xml · derivative · entry 3 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,878 Underlying: Common shares · 117,878 shares Expires 2025-02-19 F3 · security: Employee stock option granted pursuant to the Abbott Laboratories 2009 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 39,293 on 2/20/16, 39,292 on 2/20/17, and 39,293 on 2/20/18. Read SEC document |
| February 20, 2015 Filed Feb 24, 2015 23:14 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 21,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-15-003347 · edgar.xml · nonDerivative · entry 2 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,747 F2 · shares: These shares represent a retention award of restricted stock units under the Abbott Laboratories 2009 Incentive Stock Program. The award has an 18 month cliff vesting term. Read SEC document |
| February 20, 2015 Filed Feb 24, 2015 23:14 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 16,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-15-003347 · edgar.xml · nonDerivative · entry 1 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,471 F1 · shares: These shares represent performance vested restricted stock awards under the Abbott Laboratories 2009 Incentive Stock Program. The awards have a 5-year term, with no more than 1/3 of the award vesting in any one year upon Abbott reaching a minimum return on equity target. The awards include the right to have stock withheld for tax purposes. Read SEC document |
| April 01, 2014 Filed Apr 2, 2014 21:06 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 2,575 | $38.51 | $99,163.25 |
DisclosureSEC source: 0001179110-14-006278 · edgar.xml · nonDerivative · entry 1 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,743 Read SEC document |
| March 03, 2014 Filed Mar 4, 2014 22:06 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 1,588 | $38.95 | $61,854.19 |
DisclosureSEC source: 0001179110-14-004308 · edgar.xml · nonDerivative · entry 2 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,318 Read SEC document |
| February 28, 2014 Filed Mar 4, 2014 22:06 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 4,086 | $39.79 | $162,581.94 |
DisclosureSEC source: 0001179110-14-004308 · edgar.xml · nonDerivative · entry 1 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,906 Read SEC document |
| February 21, 2014 Filed Feb 25, 2014 22:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 102,425 | $0.00 Strike: $39.12 | $0.00 |
DisclosureSEC source: 0001179110-14-003605 · edgar.xml · derivative · entry 2 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,425 Underlying: Common shares · 102,425 shares Expires 2024-02-20 F2 · security: Employee stock option granted pursuant to the Abbott Laboratories 2009 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 34,142 on 2/21/2015, 34,141 on 2/21/2016, and 34,142 on 2/21/2017. Read SEC document |
| February 21, 2014 Filed Feb 25, 2014 22:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 16,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-14-003605 · edgar.xml · nonDerivative · entry 1 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,992 F1 · shares: These shares represent performance vested restricted stock awards under the Abbott Laboratories 2009 Incentive Stock Program. The awards have a 5-year term, with no more than 1/3 of the award vesting in any one year upon Abbott reaching a minimum return on equity target. The awards include the right to have stock withheld for tax purposes. Read SEC document |
| December 05, 2013 Filed Dec 9, 2013 22:25 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 1,443 | $0.00 Strike: $24.72 | $0.00 |
DisclosureSEC source: 0001179110-13-017622 · edgar.xml · derivative · entry 5 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares · 1,443 shares Expires 2014-02-19 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 · security: Employee stock option granted pursuant to the Abbott Laboratories 2009 Incentive Stock Program, in a transaction exempt from Section 16 under Rule 16b-3. Read SEC document |
| December 05, 2013 Filed Dec 9, 2013 22:25 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 587 | $0.00 Strike: $24.73 | $0.00 |
DisclosureSEC source: 0001179110-13-017622 · edgar.xml · derivative · entry 4 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares · 587 shares Expires 2014-02-19 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 · security: Employee stock option granted pursuant to the Abbott Laboratories 2009 Incentive Stock Program, in a transaction exempt from Section 16 under Rule 16b-3. Read SEC document |
| December 05, 2013 Filed Dec 9, 2013 22:25 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 1,716 | $37.03 | $63,534.90 |
DisclosureSEC source: 0001179110-13-017622 · edgar.xml · nonDerivative · entry 3 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,262 Read SEC document |
| December 05, 2013 Filed Dec 9, 2013 22:25 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 1,443 | $24.72 | $35,674.42 |
DisclosureSEC source: 0001179110-13-017622 · edgar.xml · nonDerivative · entry 2 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,978 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 |
| December 05, 2013 Filed Dec 9, 2013 22:25 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 587 | $24.73 | $14,517.68 |
DisclosureSEC source: 0001179110-13-017622 · edgar.xml · nonDerivative · entry 1 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,535 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 |
| April 01, 2013 Filed Apr 3, 2013 21:05 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 76,800 | $0.00 Strike: $35.14 | $0.00 |
DisclosureSEC source: 0001179110-13-006379 · edgar.xml · derivative · entry 2 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,800 Underlying: Common shares · 76,800 shares Expires 2023-03-31 F2 · security: Employee stock option granted pursuant to the Abbott Laboratories 2009 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. The option becomes exercisable in annual increments of 25,600 on 4/1/2014, 25,600 on 4/1/2015, and 25,600 on 4/1/2016. Read SEC document |
| April 01, 2013 Filed Apr 3, 2013 21:05 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 14,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-13-006379 · edgar.xml · nonDerivative · entry 1 Foltz Charles D · CIK 0001573318 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,948 F1 · shares: These shares represent performance vested restricted stock awards under the Abbott Laboratories 2009 Incentive Stock Program. The awards have a 5-year term, with no more than 1/3 of the award vesting in any one year upon Abbott reaching a minimum return on equity target. The awards include the right to have stock withheld for tax purposes. 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.