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 |
|---|---|---|---|---|---|---|
| July 25, 2008 Filed Jul 28, 2008 21:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,200 | $128.24 | $153,888.00 |
DisclosureSEC source: 0001181431-08-044569 · rrd214119.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,669.4523 Read SEC document |
| July 25, 2008 Filed Jul 28, 2008 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 100 | $128.47 | $12,847.00 |
DisclosureSEC source: 0001181431-08-044570 · rrd214120.xml · nonDerivative · entry 5 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,150.4523 Read SEC document |
| July 25, 2008 Filed Jul 28, 2008 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,101 | $128.46 | $141,434.46 |
DisclosureSEC source: 0001181431-08-044570 · rrd214120.xml · nonDerivative · entry 4 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,250.4523 Read SEC document |
| July 25, 2008 Filed Jul 28, 2008 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 200 | $128.45 | $25,690.00 |
DisclosureSEC source: 0001181431-08-044570 · rrd214120.xml · nonDerivative · entry 3 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,351.4523 Read SEC document |
| July 25, 2008 Filed Jul 28, 2008 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 1,000 | $128.44 | $128,440.00 |
DisclosureSEC source: 0001181431-08-044570 · rrd214120.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,551.4523 Read SEC document |
| July 25, 2008 Filed Jul 28, 2008 21:01 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 400 | $128.43 | $51,372.00 |
DisclosureSEC source: 0001181431-08-044570 · rrd214120.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,551.4523 Read SEC document |
| May 08, 2008 Filed May 9, 2008 21:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionRst. Stock Unit · Derivative | 2,656 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-030293 · rrd206152.xml · derivative · entry 4 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,657 Underlying: Common Stock · 2,656 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. F2 · 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. F3 · kind: Release of restricted stock units. F2 · 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. F2 · 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, 2008 Filed May 9, 2008 21:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 6,169 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-030293 · rrd206152.xml · derivative · entry 3 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,169 Underlying: Common Stock · 6,169 shares Expires not disclosed F1 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,056 of these units on 05/08/2009, for 2,056 of these units on 05/08/2010, and for the remaining 2,057 of these units on 05/08/2011. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,056 of these units on 05/08/2009, for 2,056 of these units on 05/08/2010, and for the remaining 2,057 of these units on 05/08/2011. F1 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,056 of these units on 05/08/2009, for 2,056 of these units on 05/08/2010, and for the remaining 2,057 of these units on 05/08/2011. F1 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,056 of these units on 05/08/2009, for 2,056 of these units on 05/08/2010, and for the remaining 2,057 of these units on 05/08/2011. Read SEC document |
| May 08, 2008 Filed May 9, 2008 21:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,164 | $124.46 | $144,871.44 |
DisclosureSEC source: 0001181431-08-030293 · rrd206152.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,889.7683 Read SEC document |
| May 08, 2008 Filed May 9, 2008 21:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 2,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-030293 · rrd206152.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,053.7683 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 07, 2008 Filed May 8, 2008 18:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 67 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-029759 · rrd205891.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,569 Underlying: Common Stock · 67 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 |
| May 02, 2008 Filed May 6, 2008 13:27 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | OtherPhantom Stock Unit · Derivative | 7,694 | $123.18 Strike: $0.00 | $947,746.92 |
DisclosureSEC source: 0001181431-08-029054 · rrd205248.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,503 Underlying: Common Stock · 7,694 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, 2008 Filed Feb 7, 2008 19:18 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 34 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-008302 · rrd194246.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,821 Underlying: Common Stock · 34 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, 2008 Filed Feb 5, 2008 16:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Tax withholdingCommon Stock | 1,817 | $107.65 | $195,600.05 |
DisclosureSEC source: 0001181431-08-007395 · rrd193480.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,356.409 Read SEC document |
| February 01, 2008 Filed Feb 5, 2008 16:14 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantCommon Stock | 5,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-007395 · rrd193480.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,173.409 F1 · kind: These shares result from performance share units which vested at the end of the performance period (2005 - 2007) and were payable in cash or the company's common stock on the transaction date shown. Read SEC document |
| December 27, 2007 Filed Dec 28, 2007 15:21 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-077916 · rrd185084.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,788 Underlying: Common Stock · 6 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| December 14, 2007 Filed Dec 17, 2007 15:07 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-075807 · rrd182726.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,783 Underlying: Common Stock · 6 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 15:18 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-072517 · rrd180458.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,778 Underlying: Common Stock · 6 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| November 15, 2007 Filed Nov 16, 2007 16:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-069894 · rrd178961.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,773 Underlying: Common Stock · 6 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| November 07, 2007 Filed Nov 8, 2007 22:25 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 32 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-067719 · rrd177767.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,765 Underlying: Common Stock · 32 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| October 31, 2007 Filed Nov 1, 2007 15:27 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-065275 · rrd176783.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,733 Underlying: Common Stock · 6 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| October 15, 2007 Filed Oct 16, 2007 14:28 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-062266 · rrd175237.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,728 Underlying: Common Stock · 6 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| September 28, 2007 Filed Oct 1, 2007 16:06 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-059427 · rrd173706.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,723 Underlying: Common Stock · 6 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| September 14, 2007 Filed Sep 17, 2007 14:17 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 9 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-057620 · rrd172653.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,718 Underlying: Common Stock · 9 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| August 31, 2007 Filed Sep 4, 2007 21:46 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-055655 · rrd171401.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,709 Underlying: Common Stock · 5 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| August 15, 2007 Filed Aug 16, 2007 19:27 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000898430-07-002898 · rrd169828.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,706 Underlying: Common Stock · 5 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| August 08, 2007 Filed Aug 9, 2007 17:44 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 31 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-051175 · rrd168893.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,701 Underlying: Common Stock · 31 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| July 31, 2007 Filed Aug 1, 2007 15:25 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-048641 · rrd167689.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,671 Underlying: Common Stock · 5 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| July 31, 2007 Filed Aug 2, 2007 18:17 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantRst. Stock Unit · Derivative | 2,913 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-049203 · rrd167773.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,913 Underlying: Common Stock · 2,913 shares Expires not disclosed F1 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 971 of these units on 07/31/2008, for 971 of these units on 07/31/2009, and for the remaining 971 of these units on 07/31/2010. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 971 of these units on 07/31/2008, for 971 of these units on 07/31/2009, and for the remaining 971 of these units on 07/31/2010. F1 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 971 of these units on 07/31/2008, for 971 of these units on 07/31/2009, and for the remaining 971 of these units on 07/31/2010. F1 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 971 of these units on 07/31/2008, for 971 of these units on 07/31/2009, and for the remaining 971 of these units on 07/31/2010. Read SEC document |
| July 27, 2007 Filed Jul 30, 2007 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 562 | $0.00 Strike: $88.96 | $0.00 |
DisclosureSEC source: 0001181431-07-048180 · rrd167305.xml · derivative · entry 11 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 562 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. F2 · derivative.exercise_date: This grant vested in four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| July 27, 2007 Filed Jul 30, 2007 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 489 | $0.00 Strike: $51.16 | $0.00 |
DisclosureSEC source: 0001181431-07-048180 · rrd167305.xml · derivative · entry 10 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 489 shares Expires 2008-02-23 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. F2 · derivative.exercise_date: This grant vested in four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| July 27, 2007 Filed Jul 30, 2007 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 955 | $0.00 Strike: $104.71 | $0.00 |
DisclosureSEC source: 0001181431-07-048180 · rrd167305.xml · derivative · entry 9 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 955 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. F2 · derivative.exercise_date: This grant vested in four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| July 27, 2007 Filed Jul 30, 2007 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 726 | $0.00 Strike: $103.25 | $0.00 |
DisclosureSEC source: 0001181431-07-048180 · rrd167305.xml · derivative · entry 8 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 726 shares Expires 2010-02-28 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 four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| July 27, 2007 Filed Jul 30, 2007 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionEmp. Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $78.13 | $0.00 |
DisclosureSEC source: 0001181431-07-048180 · rrd167305.xml · derivative · entry 7 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,260 Underlying: Common Stock · 12,000 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. F2 · derivative.exercise_date: This grant vested in four equal annual installments; the last installment vested on the date shown above. Read SEC document |
| July 27, 2007 Filed Jul 30, 2007 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | SaleCommon Stock | 12,000 | $117.07 | $1,404,788.40 |
DisclosureSEC source: 0001181431-07-048180 · rrd167305.xml · nonDerivative · entry 6 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,904.211 F1 · price: The price shown reflects the weighted average of multiple sales, ranging from $117.0300 to $117.1400 per share. Read SEC document |
| July 27, 2007 Filed Jul 30, 2007 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 955 | $104.71 | $99,998.05 |
DisclosureSEC source: 0001181431-07-048180 · rrd167305.xml · nonDerivative · entry 5 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,904.211 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 27, 2007 Filed Jul 30, 2007 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 726 | $103.25 | $74,959.50 |
DisclosureSEC source: 0001181431-07-048180 · rrd167305.xml · nonDerivative · entry 4 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,949.211 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 27, 2007 Filed Jul 30, 2007 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 562 | $88.96 | $49,992.71 |
DisclosureSEC source: 0001181431-07-048180 · rrd167305.xml · nonDerivative · entry 3 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,223.211 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 27, 2007 Filed Jul 30, 2007 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 12,000 | $78.13 | $937,560.00 |
DisclosureSEC source: 0001181431-07-048180 · rrd167305.xml · nonDerivative · entry 2 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,661.211 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 27, 2007 Filed Jul 30, 2007 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | Exercise / conversionCommon Stock | 489 | $51.16 | $25,014.80 |
DisclosureSEC source: 0001181431-07-048180 · rrd167305.xml · nonDerivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661.211 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 13, 2007 Filed Jul 16, 2007 15:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-045750 · rrd165989.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,666 Underlying: Common Stock · 5 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| June 29, 2007 Filed Jul 2, 2007 17:35 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-043057 · rrd164572.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,662 Underlying: Common Stock · 5 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| June 15, 2007 Filed Jun 19, 2007 00:30 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-040876 · rrd163159.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,657 Underlying: Common Stock · 5 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. Read SEC document |
| May 31, 2007 Filed Jun 1, 2007 15:30 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-036822 · rrd161249.xml · derivative · entry 1 Adkins Rodney C · CIK 0001400395 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,651 Underlying: Common Stock · 5 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 Executive Deferred Compensation Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from the company. 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.