Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVNET INCAVT · Entity 3687 | Director | September 23, 2026 | September 25, 2026 |
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Senior Vice President | November 06, 2014 | November 07, 2014 |
| PPL CorpPPL · Entity 346 | Director | April 01, 2019 | April 02, 2019 |
| PayPal Holdings, Inc.PYPL · Entity 2530 | Director | May 22, 2024 | May 24, 2024 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Director | May 07, 2026 | May 08, 2026 |
| W.W. GRAINGER, INC.GWW · Entity 2997 | Director | September 01, 2026 | September 01, 2026 |
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.
AVNET INC
Report date September 23, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,434 |
Reported balance
After 2026-09-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-23 · Grant · Acquired 20 · Balance 5,434 F1: Each Phantom Stock Unit ("PSU") equals one share of the Issuer's common stock, and will be settled in the Issuer's common stock after the reporting person leaves the Issuer's Board or upon change of control of the Issuer. F2: PSUs acquired as a result of quarterly dividend. |
| Common StockSEC Table I · non-derivative | Direct | 40,564 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 40,564 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Stock Unit ("PSU") equals one share of the Issuer's common stock, and will be settled in the Issuer's common stock after the reporting person leaves the Issuer's Board or upon change of control of the Issuer.
F2: PSUs acquired as a result of quarterly dividend.
INTERNATIONAL BUSINESS MACHINES CORP
Report date November 06, 2014 · Filed November 07, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 13,772 |
Reported balance
After 2014-11-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2014-11-06 · Grant · Acquired 93 · Balance 13,772 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.
PPL Corp
Report date April 01, 2019 · Filed April 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Unit (DDCP)SEC Table II · derivative / convertible security | Direct | 22,200.264 |
Reported balance
After 2019-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-04-01 · Grant · Acquired 1,106.195 · Balance 22,200.264 F1: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2: Payout of the underlying securities occurs as noted above in Note 1. F3: Total includes the reinvestment of dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement.
F2: Payout of the underlying securities occurs as noted above in Note 1.
F3: Total includes the reinvestment of dividends.
PayPal Holdings, Inc.
Report date May 22, 2024 · Filed May 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,882 |
Reported balance
After 2024-05-22 transaction · row 1
1 source rowRow 1 · 2024-05-22 · Grant · Acquired 4,422 · Balance 30,882 F1: The reporting person has received a fully vested stock payment award for shares of the Company common stock. Pursuant to the Company's Independent Director Compensation Policy, the reporting person has been granted a fully vested stock payment award for common stock promptly following the Company's annual meeting of stockholders. The number of shares of common stock granted represents the quotient of (A) $275,000 divided by (B) the Company's closing stock price on the date of grant, rounded up to the nearest whole share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person has received a fully vested stock payment award for shares of the Company common stock. Pursuant to the Company's Independent Director Compensation Policy, the reporting person has been granted a fully vested stock payment award for common stock promptly following the Company's annual meeting of stockholders. The number of shares of common stock granted represents the quotient of (A) $275,000 divided by (B) the Company's closing stock price on the date of grant, rounded up to the nearest whole share of common stock.
UNITED PARCEL SERVICE INC
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 28,071.8312 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,948 · Balance 28,071.8312 F1: One unit is equivalent to one share of UPS Class A common stock. F2: Restricted stock units convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F3: Includes units credited upon the payment of dividends on the underlying Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: One unit is equivalent to one share of UPS Class A common stock.
F2: Restricted stock units convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director.
F3: Includes units credited upon the payment of dividends on the underlying Class A common stock.
W.W. GRAINGER, INC.
Report date September 01, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,175 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-01 · Grant · Acquired 12 · Balance 6,175 F1: 1-for-1 F2: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. |
| Common StockSEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 400 |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director.
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 26, 2010 Filed Jan 27, 2010 16:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,200 | $127.55 | $153,060.00 |
DisclosureSEC source: 0001181431-10-004814 · rrd264005.xml · nonDerivative · entry 5 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,011.7723 Read SEC document |
| January 26, 2010 Filed Jan 27, 2010 16:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 2,400 | $127.54 | $306,096.00 |
DisclosureSEC source: 0001181431-10-004814 · rrd264005.xml · nonDerivative · entry 4 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,211.7723 Read SEC document |
| January 26, 2010 Filed Jan 27, 2010 16:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 5,541 | $127.53 | $706,643.73 |
DisclosureSEC source: 0001181431-10-004814 · rrd264005.xml · nonDerivative · entry 3 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,611.7723 Read SEC document |
| January 26, 2010 Filed Jan 27, 2010 16:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 167.103 | $126.10 | $21,071.69 |
DisclosureSEC source: 0001181431-10-004814 · rrd264005.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,152.7723 Read SEC document |
| January 26, 2010 Filed Jan 27, 2010 16:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 12.776 | $126.10 | $1,611.05 |
DisclosureSEC source: 0001181431-10-004814 · rrd264005.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,319.8753 Read SEC document |
| December 06, 2009 Filed Dec 7, 2009 19:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 11,628 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-055323 · rrd259089.xml · derivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,628 Underlying: Common Stock · 11,628 shares Expires not disclosed F3 · derivative.exercise_price: These units have been deferred and are payable in the company's common stock upon the lapse of the restrictions after retirement. F3 · kind: These units have been deferred and are payable in the company's common stock upon the lapse of the restrictions after retirement. F3 · derivative.exercise_date: These units have been deferred and are payable in the company's common stock upon the lapse of the restrictions after retirement. F3 · derivative.expiration_date: These units have been deferred and are payable in the company's common stock upon the lapse of the restrictions after retirement. Read SEC document |
| December 06, 2009 Filed Dec 7, 2009 19:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 11,628 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-055323 · rrd259089.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,628 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 |
| November 09, 2009 Filed Nov 10, 2009 19:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 5,350 | $0.00 Strike: $101.33 | $0.00 |
DisclosureSEC source: 0001181431-09-050837 · rrd256772.xml · derivative · entry 6 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,350 shares Expires 2015-03-07 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: This grant vested in four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| November 09, 2009 Filed Nov 10, 2009 19:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 3,450 | $125.68 | $433,596.00 |
DisclosureSEC source: 0001181431-09-050837 · rrd256772.xml · nonDerivative · entry 5 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,331.9053 Read SEC document |
| November 09, 2009 Filed Nov 10, 2009 19:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,900 | $125.67 | $238,773.00 |
DisclosureSEC source: 0001181431-09-050837 · rrd256772.xml · nonDerivative · entry 4 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,781.9053 Read SEC document |
| November 09, 2009 Filed Nov 10, 2009 19:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 3,792 | $124.92 | $473,679.58 |
DisclosureSEC source: 0001181431-09-050837 · rrd256772.xml · nonDerivative · entry 3 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,681.9053 Read SEC document |
| November 09, 2009 Filed Nov 10, 2009 19:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,208 | $124.90 | $150,879.20 |
DisclosureSEC source: 0001181431-09-050837 · rrd256772.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,473.9053 Read SEC document |
| November 09, 2009 Filed Nov 10, 2009 19:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 5,350 | $101.33 | $542,115.50 |
DisclosureSEC source: 0001181431-09-050837 · rrd256772.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,681.9053 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 |
| November 06, 2009 Filed Nov 9, 2009 16:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 37 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-050467 · rrd256627.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,222 Underlying: Common Stock · 37 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 |
| November 05, 2009 Filed Nov 6, 2009 21:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-050351 · rrd256513.xml · derivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires not disclosed F3 · derivative.exercise_price: These units have been deferred and are payable in the company's common stock upon the lapse of the restrictions after retirement. F3 · kind: These units have been deferred and are payable in the company's common stock upon the lapse of the restrictions after retirement. F3 · derivative.exercise_date: These units have been deferred and are payable in the company's common stock upon the lapse of the restrictions after retirement. F3 · derivative.expiration_date: These units have been deferred and are payable in the company's common stock upon the lapse of the restrictions after retirement. Read SEC document |
| November 05, 2009 Filed Nov 6, 2009 21:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-050351 · rrd256513.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 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 |
| August 06, 2009 Filed Aug 7, 2009 17:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 39 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-038437 · rrd250171.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,188 Underlying: Common Stock · 39 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 05, 2009 Filed Aug 6, 2009 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $118.40 | $11,840.00 |
DisclosureSEC source: 0001181431-09-038340 · rrd250030.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,331.0913 Read SEC document |
| August 05, 2009 Filed Aug 6, 2009 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 409 | $118.37 | $48,413.94 |
DisclosureSEC source: 0001181431-09-038340 · rrd250030.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,431.0913 Read SEC document |
| July 31, 2009 Filed Aug 3, 2009 17:49 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 971 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-037282 · rrd249545.xml · derivative · entry 3 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 971 Underlying: Common Stock · 971 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 |
| July 31, 2009 Filed Aug 3, 2009 17:49 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 462 | $118.34 | $54,673.08 |
DisclosureSEC source: 0001181431-09-037282 · rrd249545.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,840.0913 Read SEC document |
| July 31, 2009 Filed Aug 3, 2009 17:49 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 971 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-037282 · rrd249545.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,302.0913 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 28, 2009 Filed Jul 29, 2009 18:10 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 3,689 | $0.00 Strike: $82.76 | $0.00 |
DisclosureSEC source: 0001181431-09-036772 · rrd249251.xml · derivative · entry 4 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,689 shares Expires 2016-05-07 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: This grant vested in one installment on the date shown above. Read SEC document |
| July 28, 2009 Filed Jul 29, 2009 18:10 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 3,689 | $117.50 | $433,457.50 |
DisclosureSEC source: 0001181431-09-036772 · rrd249251.xml · nonDerivative · entry 3 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,331.0913 Read SEC document |
| July 28, 2009 Filed Jul 29, 2009 18:10 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 2,322 | $117.50 | $272,835.00 |
DisclosureSEC source: 0001181431-09-036772 · rrd249251.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,020.0913 Read SEC document |
| July 28, 2009 Filed Jul 29, 2009 18:10 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 3,689 | $82.76 | $305,301.64 |
DisclosureSEC source: 0001181431-09-036772 · rrd249251.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,342.0913 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, 2009 Filed May 11, 2009 23:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,056 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-024240 · rrd242213.xml · derivative · entry 6 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,113 Underlying: Common Stock · 2,056 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 |
| May 08, 2009 Filed May 11, 2009 23:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,368 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-024240 · rrd242213.xml · derivative · entry 5 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,369 Underlying: Common Stock · 2,368 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 |
| May 08, 2009 Filed May 11, 2009 23:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,125 | $101.79 | $114,513.75 |
DisclosureSEC source: 0001181431-09-024240 · rrd242213.xml · nonDerivative · entry 4 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,652.2123 Read SEC document |
| May 08, 2009 Filed May 11, 2009 23:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 977 | $101.79 | $99,448.83 |
DisclosureSEC source: 0001181431-09-024240 · rrd242213.xml · nonDerivative · entry 3 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,777.2123 Read SEC document |
| May 08, 2009 Filed May 11, 2009 23:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-024240 · rrd242213.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,754.2123 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, 2009 Filed May 11, 2009 23:43 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-024240 · rrd242213.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,386.2123 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 06, 2009 Filed May 7, 2009 18:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 43 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-023361 · rrd241783.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,158 Underlying: Common Stock · 43 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 13, 2009 Filed Feb 17, 2009 16:32 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | OtherPhantom Stock Unit · Derivative | 8,707 | $93.84 Strike: $0.00 | $817,064.88 |
DisclosureSEC source: 0001181431-09-009041 · rrd233638.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,116 Underlying: Common Stock · 8,707 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: Intra-plan transfer 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 06, 2009 Filed Feb 9, 2009 15:54 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 87 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-007220 · rrd232468.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,820 Underlying: Common Stock · 87 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, 2009 Filed Feb 3, 2009 23:20 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 4,099 | $92.36 | $378,583.64 |
DisclosureSEC source: 0001181431-09-006251 · rrd231571.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,329.2253 Read SEC document |
| February 01, 2009 Filed Feb 3, 2009 23:20 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 11,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-006251 · rrd231571.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,428.2253 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2006-2008) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| November 06, 2008 Filed Nov 7, 2008 17:56 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-060257 · rrd222633.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,739 Underlying: Common Stock · 98 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 28, 2008 Filed Oct 30, 2008 17:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 16,667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-058837 · rrd221775.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,667 Underlying: Common Stock · 16,667 shares Expires not disclosed F1 · derivative.exercise_price: These units are payable in cash or the company's common stock upon the lapse of the restrictions on 10/28/2013. F1 · kind: These units are payable in cash or the company's common stock upon the lapse of the restrictions on 10/28/2013. F1 · derivative.exercise_date: These units are payable in cash or the company's common stock upon the lapse of the restrictions on 10/28/2013. F1 · derivative.expiration_date: These units are payable in cash or the company's common stock upon the lapse of the restrictions on 10/28/2013. Read SEC document |
| August 06, 2008 Filed Aug 7, 2008 16:13 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 64 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-046725 · rrd215276.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,627 Underlying: Common Stock · 64 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 |
| July 31, 2008 Filed Aug 1, 2008 17:22 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 971 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-045388 · rrd214599.xml · derivative · entry 3 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,942 Underlying: Common Stock · 971 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 |
| July 31, 2008 Filed Aug 1, 2008 17:22 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 426 | $128.63 | $54,796.38 |
DisclosureSEC source: 0001181431-08-045388 · rrd214599.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,695.4523 Read SEC document |
| July 31, 2008 Filed Aug 1, 2008 17:22 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 971 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-045388 · rrd214599.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,121.4523 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 25, 2008 Filed Jul 28, 2008 20:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 5,260 | $0.00 Strike: $78.13 | $0.00 |
DisclosureSEC source: 0001181431-08-044568 · rrd214118.xml · derivative · entry 33 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,260 shares Expires 2013-02-24 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: This grant vested in four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| July 25, 2008 Filed Jul 28, 2008 20:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 16,050 | $0.00 Strike: $101.33 | $0.00 |
DisclosureSEC source: 0001181431-08-044568 · rrd214118.xml · derivative · entry 32 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,350 Underlying: Common Stock · 16,050 shares Expires 2015-03-07 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. F3 · derivative.exercise_date: This grant vests in four equal annual installments; the most recent vesting occurred on the date shown above. Read SEC document |
| July 25, 2008 Filed Jul 28, 2008 20:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 1,883 | $0.00 Strike: $92.12 | $0.00 |
DisclosureSEC source: 0001181431-08-044568 · rrd214118.xml · derivative · entry 31 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,883 shares Expires 2015-03-07 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_date: This grant vested in one installment on the date shown above. Read SEC document |
| July 25, 2008 Filed Jul 28, 2008 20:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 24,746 | $0.00 Strike: $105.96 | $0.00 |
DisclosureSEC source: 0001181431-08-044568 · rrd214118.xml · derivative · entry 30 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,746 shares Expires 2014-02-23 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: This grant vested in four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| July 25, 2008 Filed Jul 28, 2008 20:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 25,029 | $0.00 Strike: $97.59 | $0.00 |
DisclosureSEC source: 0001181431-08-044568 · rrd214118.xml · derivative · entry 29 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,029 shares Expires 2012-02-25 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: This grant vested in four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| July 25, 2008 Filed Jul 28, 2008 20:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 19,145 | $0.00 Strike: $104.71 | $0.00 |
DisclosureSEC source: 0001181431-08-044568 · rrd214118.xml · derivative · entry 28 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,145 shares Expires 2011-02-26 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: This grant vested in four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| July 25, 2008 Filed Jul 28, 2008 20:59 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 8,438 | $0.00 Strike: $88.96 | $0.00 |
DisclosureSEC source: 0001181431-08-044568 · rrd214118.xml · derivative · entry 27 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,438 shares Expires 2009-02-22 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: This grant vested in four equal annual installments; the last installment vested on the date shown above. 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.