Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTERN DIGITAL CORPWDC · Entity 1010 | EVP & GM, Storage Products | May 16, 2012 | May 18, 2012 |
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.
WESTERN DIGITAL CORP
Report date May 16, 2012 · Filed May 18, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,325 |
Reported balance
After 2012-05-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2012-05-16 · Grant · Acquired 17,517 · Balance 68,325 F1: Represents the grant of restricted stock units to the reporting person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.63 · Expires 2019-05-16 | Direct | 41,652 |
Reported balance
After 2012-05-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2012-05-16 · Grant · Acquired 41,652 · Balance 41,652 F2: The option vests 25% on the first anniversary of the grant date and 6.25% at the end of each three-month period thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units to the reporting person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: The option vests 25% on the first anniversary of the grant date and 6.25% at the end of each three-month period thereafter.
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 |
|---|---|---|---|---|---|---|
| May 16, 2012 Filed May 18, 2012 21:39 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantEmployee Stock Option (right to buy) · Derivative | 41,652 | $0.00 Strike: $38.63 | $0.00 |
DisclosureSEC source: 0001266824-12-000032 · edgardoc.xml · derivative · entry 2 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,652 Underlying: Common Stock · 41,652 shares Expires 2019-05-16 F2 · derivative.exercise_date: The option vests 25% on the first anniversary of the grant date and 6.25% at the end of each three-month period thereafter. Read SEC document |
| May 16, 2012 Filed May 18, 2012 21:39 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantCommon Stock | 17,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-12-000032 · edgardoc.xml · nonDerivative · entry 1 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,325 F1 · security: Represents the grant of restricted stock units to the reporting person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 20, 2012 Filed Mar 21, 2012 23:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,438 | $0.00 Strike: $28.09 | $0.00 |
DisclosureSEC source: 0001266824-12-000016 · edgardoc.xml · derivative · entry 11 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,438 shares Expires 2015-02-06 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: The option vested 25% on the first anniversary of the grant date and 6.25% at the end of each three-month period thereafter. Read SEC document |
| March 20, 2012 Filed Mar 21, 2012 23:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,317 | $0.00 Strike: $23.78 | $0.00 |
DisclosureSEC source: 0001266824-12-000016 · edgardoc.xml · derivative · entry 10 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,626 Underlying: Common Stock · 16,317 shares Expires 2015-09-11 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. F4 · derivative.exercise_date: The option vested 25% one year from the grant date of 9/11/2008, and an additional 6.25% vested at the end of each three-month period through 3/11/2012. The remaining shares subject to the option will vest at 6.25% at the end of each three-month period until fully vested on 9/11/2012. Read SEC document |
| March 20, 2012 Filed Mar 21, 2012 23:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,194 | $0.00 Strike: $23.46 | $0.00 |
DisclosureSEC source: 0001266824-12-000016 · edgardoc.xml · derivative · entry 9 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,194 shares Expires 2014-09-12 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: The option vested 25% on the first anniversary of the grant date and 6.25% at the end of each three-month period thereafter. Read SEC document |
| March 20, 2012 Filed Mar 21, 2012 23:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,841 | $0.00 Strike: $19.40 | $0.00 |
DisclosureSEC source: 0001266824-12-000016 · edgardoc.xml · derivative · entry 8 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,841 shares Expires 2016-11-08 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: The option vested 25% on the first anniversary of the grant date and 6.25% at the end of each three-month period thereafter. Read SEC document |
| March 20, 2012 Filed Mar 21, 2012 23:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 30,147 | $0.00 Strike: $16.85 | $0.00 |
DisclosureSEC source: 0001266824-12-000016 · edgardoc.xml · derivative · entry 7 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,716 Underlying: Common Stock · 30,147 shares Expires 2016-02-04 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: The option vested 25% one year from the grant date of 2/4/2009, and an additional 6.25% vested at the end of each three-month period through 2/4/2012. The remaining shares subject to the option will vest at 6.25% at the end of each three-month period until fully vested on 2/4/2013. Read SEC document |
| March 20, 2012 Filed Mar 21, 2012 23:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | SaleCommon Stock | 76,349 | $39.00 | $2,977,611.00 |
DisclosureSEC source: 0001266824-12-000016 · edgardoc.xml · nonDerivative · entry 6 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,808 F1 · balance_after: Includes 258 shares acquired under the issuer's Employee Stock Purchase Plan on November 30, 2011. Read SEC document |
| March 20, 2012 Filed Mar 21, 2012 23:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionCommon Stock | 30,147 | $16.85 | $507,976.95 |
DisclosureSEC source: 0001266824-12-000016 · edgardoc.xml · nonDerivative · entry 5 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,157 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 20, 2012 Filed Mar 21, 2012 23:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionCommon Stock | 16,317 | $23.78 | $388,018.26 |
DisclosureSEC source: 0001266824-12-000016 · edgardoc.xml · nonDerivative · entry 4 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,010 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 20, 2012 Filed Mar 21, 2012 23:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionCommon Stock | 7,438 | $28.09 | $208,933.42 |
DisclosureSEC source: 0001266824-12-000016 · edgardoc.xml · nonDerivative · entry 3 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,693 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 20, 2012 Filed Mar 21, 2012 23:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionCommon Stock | 7,194 | $23.46 | $168,771.24 |
DisclosureSEC source: 0001266824-12-000016 · edgardoc.xml · nonDerivative · entry 2 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,255 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 20, 2012 Filed Mar 21, 2012 23:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionCommon Stock | 7,841 | $19.40 | $152,115.40 |
DisclosureSEC source: 0001266824-12-000016 · edgardoc.xml · nonDerivative · entry 1 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,061 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 |
| September 14, 2011 Filed Sep 16, 2011 23:40 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantIncentive Stock Option (right to buy) · Derivative | 45,432 | $0.00 Strike: $29.60 | $0.00 |
DisclosureSEC source: 0001266824-11-000042 · edgardoc.xml · derivative · entry 2 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,432 Underlying: Common Stock · 45,432 shares Expires 2018-09-14 F2 · derivative.exercise_date: The option vests 25% on the first anniversary of the grant date and 6.25% at the end of each three-month period thereafter. Read SEC document |
| September 14, 2011 Filed Sep 16, 2011 23:40 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantCommon Stock | 14,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-11-000042 · edgardoc.xml · nonDerivative · entry 1 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,962 F1 · security: Represents the grant of restricted stock units to the reporting person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| September 11, 2011 Filed Sep 14, 2011 00:20 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Tax withholdingCommon Stock | 3,814 | $28.46 | $108,546.44 |
DisclosureSEC source: 0001266824-11-000027 · edgardoc.xml · nonDerivative · entry 1 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,544 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). F2 · balance_after: Includes 99 shares acquired under the issuer's Employee Stock Purchase Plan on May 31, 2011. Read SEC document |
| February 06, 2011 Filed Feb 9, 2011 00:22 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Tax withholdingCommon Stock | 479 | $36.21 | $17,344.59 |
DisclosureSEC source: 0001266824-11-000007 · edgardoc.xml · nonDerivative · entry 1 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,259 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| November 23, 2010 Filed Nov 24, 2010 22:37 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | SaleCommon Stock | 4,368 | $33.25 | $145,236.00 |
DisclosureSEC source: 0001363249-10-000050 · edgardoc.xml · nonDerivative · entry 1 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Storage Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,738 Read SEC document |
| September 12, 2010 Filed Sep 14, 2010 21:58 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Tax withholdingCommon Stock | 2,972 | $25.65 | $76,231.80 |
DisclosureSEC source: 0001363249-10-000021 · edgardoc.xml · nonDerivative · entry 1 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Client Sys Storage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,106 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| September 08, 2010 Filed Sep 10, 2010 22:05 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantEmployee Stock Option (right to buy) · Derivative | 48,189 | $0.00 Strike: $26.17 | $0.00 |
DisclosureSEC source: 0001266824-10-000041 · edgardoc.xml · derivative · entry 2 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Client Sys Storage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,189 Underlying: Common Stock · 48,189 shares Expires 2017-09-08 F2 · derivative.exercise_date: The option vests 25% on the first anniversary of the grant date and 6.25% at the end of each three-month period thereafter. Read SEC document |
| September 08, 2010 Filed Sep 10, 2010 22:05 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantCommon Stock | 16,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-10-000041 · edgardoc.xml · nonDerivative · entry 1 MORRIS JAMES D · CIK 0001499694 · EVP & GM, Client Sys Storage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,078 F1 · security: Represents the grant of restricted stock units to the reporting person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. 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.