Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QUALCOMM INC/DEQCOM · Entity 2852 | Director | March 26, 2015 | March 30, 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.
QUALCOMM INC/DE
Report date March 26, 2015 · Filed March 30, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 382,590 |
Last balance in matching sequence
After 2015-03-26 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2015-03-26 · Exercise / conversion · Acquired 3,446 · Balance 383,804 F1: Securities held by the Brent Scowcroft Revocable Trust dated 4/19/2000. Row 2 · 2015-03-26 · Disposition to issuer · Disposed 1,214 · Balance 382,590 F1: Securities held by the Brent Scowcroft Revocable Trust dated 4/19/2000. |
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 8,535.5412 |
Reported balance
After 2015-03-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2015-03-26 · Exercise / conversion · Disposed 3,446 · Balance 8,535.5412 F2: Each deferred stock unit represents a right to receive one share of the Company's common stock. F3: Deferred Stock Units are 100% vested on the earlier of (1) the one-year anniversary of the grant date, (2) the date of the next annual meeting of stockholders of the Company that occurs after the grant date, (3) death, (4) disability, or (5) a change in control. The units will be settled in shares of the Company's common stock or cash in accordance with the grant agreement on the earlier of (1) three years from the date of grant, (2) separation from service, (3) death, (4) disability, or (5) a change in control. |
| Common StockSEC Table I · non-derivative | Direct | 1,000.417 |
Reported balance
Holding disclosure · report date 2015-03-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,000.417 |
Filing footnotes · ownership attribution and instrument terms
F1: Securities held by the Brent Scowcroft Revocable Trust dated 4/19/2000.
F2: Each deferred stock unit represents a right to receive one share of the Company's common stock.
F3: Deferred Stock Units are 100% vested on the earlier of (1) the one-year anniversary of the grant date, (2) the date of the next annual meeting of stockholders of the Company that occurs after the grant date, (3) death, (4) disability, or (5) a change in control. The units will be settled in shares of the Company's common stock or cash in accordance with the grant agreement on the earlier of (1) three years from the date of grant, (2) separation from service, (3) death, (4) disability, or (5) a change in control.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 23, 2004 Filed Aug 24, 2004 23:15 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 76,000 | $38.33 | $2,912,966.00 |
DisclosureSEC source: 0001234452-04-000135 · edgardoc.xml · nonDerivative · entry 2 SCOWCROFT BRENT · CIK 0001094550 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,584 F1 · balance_after: On July 12, 2004, QUALCOMM Incorporated declared a stock dividend, payable to all holders of record of common stock on July 23, 2004, of one share of common stock for each share of common stock outstanding. As a result, the reporting person's stock holdings reflect this stock dividend as of August 13, 2004. Read SEC document |
| August 23, 2004 Filed Aug 24, 2004 23:15 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 76,000 | $1.58 | $120,080.00 |
DisclosureSEC source: 0001234452-04-000135 · edgardoc.xml · nonDerivative · entry 1 SCOWCROFT BRENT · CIK 0001094550 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,584 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 |
| March 02, 2004 Filed Mar 4, 2004 18:33 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $62.75 | $0.00 |
DisclosureSEC source: 0001234452-04-000029 · edgardoc.xml · derivative · entry 1 SCOWCROFT BRENT · CIK 0001094550 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2014-03-01 F1 · derivative.exercise_date: The options vest 10% on the six month anniversary of the date of grant and the remaining balance vests monthly thereafter. The option is fully vested five years after the date of grant. Read SEC document |
| December 08, 2003 Filed Dec 9, 2003 18:32 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $3.15 | $0.00 |
DisclosureSEC source: 0001234452-03-000168 · edgardoc.xml · derivative · entry 3 SCOWCROFT BRENT · CIK 0001094550 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 Underlying: Common Stock · 50,000 shares Expires 2004-12-27 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_date: Stock options granted under the Company's Non-Employee Directors' Stock Option Plan. The options vest at the rate of 20% on December 28, 1996, 20% on December 28, 1997, 20% on December 28, 1998, and 40% on December 28, 1999. Read SEC document |
| December 08, 2003 Filed Dec 9, 2003 18:32 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 50,000 | $49.15 | $2,457,710.00 |
DisclosureSEC source: 0001234452-03-000168 · edgardoc.xml · nonDerivative · entry 2 SCOWCROFT BRENT · CIK 0001094550 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,292 Read SEC document |
| December 08, 2003 Filed Dec 9, 2003 18:32 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 50,000 | $3.15 | $157,500.00 |
DisclosureSEC source: 0001234452-03-000168 · edgardoc.xml · nonDerivative · entry 1 SCOWCROFT BRENT · CIK 0001094550 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,292 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 |
| July 29, 2003 Filed Jul 30, 2003 20:00 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 70,000 | $0.00 Strike: $3.15 | $0.00 |
DisclosureSEC source: 0001234452-03-000055 · primary_doc.xml · derivative · entry 3 SCOWCROFT BRENT · CIK 0001094550 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,000 Underlying: Common Stock · 70,000 shares Expires 2004-12-27 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_date: Stock options granted under the Company's Non-Employee Directors' Stock Option Plan. The options vest at the rate of 20% on December 28, 1996, 20% on December 28, 1997, 20% on December 28, 1998, and 40% on December 28, 1999. Read SEC document |
| July 29, 2003 Filed Jul 30, 2003 20:00 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 70,000 | $38.24 | $2,676,856.00 |
DisclosureSEC source: 0001234452-03-000055 · primary_doc.xml · nonDerivative · entry 2 SCOWCROFT BRENT · CIK 0001094550 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,292 Read SEC document |
| July 29, 2003 Filed Jul 30, 2003 20:00 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 70,000 | $3.15 | $220,500.00 |
DisclosureSEC source: 0001234452-03-000055 · primary_doc.xml · nonDerivative · entry 1 SCOWCROFT BRENT · CIK 0001094550 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,292 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.