Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PFIZER INCPFE · Entity 2863 | Director | April 22, 2010 | April 26, 2010 |
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.
PFIZER INC
Report date April 22, 2010 · Filed April 26, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 58,836 |
Reported balance
After 2010-04-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2010-04-22 · Grant · Acquired 5,500 · Balance 58,836 F1: Each unit represents one phantom share of common stock. F2: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents one phantom share of common stock.
F2: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors.
F3: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 22, 2010 Filed Apr 26, 2010 14:09 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-010895 · doc4.xml · derivative · entry 1 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,836 Underlying: Common Stock · 5,500 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. Read SEC document |
| July 01, 2009 Filed Jul 2, 2009 17:00 UTC | PFIZER INC PFE · Entity 2863 | Exercise / conversionPhantom Stock Units · Derivative | 22,496 | $0.00 | $0.00 |
DisclosureSEC source: 0000078003-09-000145 · bur2092.xml · derivative · entry 3 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,708 Underlying: Common Stock · 22,496 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 · security: As disclosed in the Company's Proxy Statement in connection with its 2009 Annual Meeting of Shareholders, the transactions that are reported in this Form 4 were effected pursuant to an election made by the reporting person in December 2008 under Section 409A of the Internal Revenue Code ("Section 409A"). Section 409A provided a one-time opportunity to accelerate the payment of compensation that had been deferred in 2005 through 2008 (together with any related earnings). The transactions reported herein consist of the acceleration of the payment, in cash, of compensation that had been deferred by the reporting person in 2005 through 2008 (including dividend equivalents thereon) under certain plans for non-employee directors. F2 · derivative.exercise_price: Each unit represents one phantom share of common stock. F1 · derivative.exercise_date: As disclosed in the Company's Proxy Statement in connection with its 2009 Annual Meeting of Shareholders, the transactions that are reported in this Form 4 were effected pursuant to an election made by the reporting person in December 2008 under Section 409A of the Internal Revenue Code ("Section 409A"). Section 409A provided a one-time opportunity to accelerate the payment of compensation that had been deferred in 2005 through 2008 (together with any related earnings). The transactions reported herein consist of the acceleration of the payment, in cash, of compensation that had been deferred by the reporting person in 2005 through 2008 (including dividend equivalents thereon) under certain plans for non-employee directors. F1 · derivative.expiration_date: As disclosed in the Company's Proxy Statement in connection with its 2009 Annual Meeting of Shareholders, the transactions that are reported in this Form 4 were effected pursuant to an election made by the reporting person in December 2008 under Section 409A of the Internal Revenue Code ("Section 409A"). Section 409A provided a one-time opportunity to accelerate the payment of compensation that had been deferred in 2005 through 2008 (together with any related earnings). The transactions reported herein consist of the acceleration of the payment, in cash, of compensation that had been deferred by the reporting person in 2005 through 2008 (including dividend equivalents thereon) under certain plans for non-employee directors. Read SEC document |
| July 01, 2009 Filed Jul 2, 2009 17:00 UTC | PFIZER INC PFE · Entity 2863 | Disposition to issuerCommon Stock | 22,496 | $14.90 | $335,190.40 |
DisclosureSEC source: 0000078003-09-000145 · bur2092.xml · nonDerivative · entry 2 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,200 F1 · security: As disclosed in the Company's Proxy Statement in connection with its 2009 Annual Meeting of Shareholders, the transactions that are reported in this Form 4 were effected pursuant to an election made by the reporting person in December 2008 under Section 409A of the Internal Revenue Code ("Section 409A"). Section 409A provided a one-time opportunity to accelerate the payment of compensation that had been deferred in 2005 through 2008 (together with any related earnings). The transactions reported herein consist of the acceleration of the payment, in cash, of compensation that had been deferred by the reporting person in 2005 through 2008 (including dividend equivalents thereon) under certain plans for non-employee directors. Read SEC document |
| July 01, 2009 Filed Jul 2, 2009 17:00 UTC | PFIZER INC PFE · Entity 2863 | Exercise / conversionCommon Stock | 22,496 | $0.00 | $0.00 |
DisclosureSEC source: 0000078003-09-000145 · bur2092.xml · nonDerivative · entry 1 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,696 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: As disclosed in the Company's Proxy Statement in connection with its 2009 Annual Meeting of Shareholders, the transactions that are reported in this Form 4 were effected pursuant to an election made by the reporting person in December 2008 under Section 409A of the Internal Revenue Code ("Section 409A"). Section 409A provided a one-time opportunity to accelerate the payment of compensation that had been deferred in 2005 through 2008 (together with any related earnings). The transactions reported herein consist of the acceleration of the payment, in cash, of compensation that had been deferred by the reporting person in 2005 through 2008 (including dividend equivalents thereon) under certain plans for non-employee directors. Read SEC document |
| April 23, 2009 Filed Apr 24, 2009 21:12 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000078003-09-000081 · bur2017.xml · derivative · entry 1 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,972 Underlying: Common Stock · 5,500 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors. Read SEC document |
| April 24, 2008 Filed Apr 25, 2008 17:26 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000078003-08-000076 · bur1728.xml · derivative · entry 1 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,609 Underlying: Common Stock · 5,500 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| April 26, 2007 Filed Apr 30, 2007 18:55 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000078003-07-000085 · bur1484.xml · derivative · entry 1 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,204 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| April 27, 2006 Filed Apr 28, 2006 17:08 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000078003-06-000089 · bur1188.xml · derivative · entry 1 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,195 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| October 28, 2005 Filed Oct 31, 2005 20:32 UTC | PFIZER INC PFE · Entity 2863 | PurchaseCommon Stock | 10,000 | $21.20 | $212,000.00 |
DisclosureSEC source: 0000078003-05-000262 · bur1055.xml · nonDerivative · entry 1 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,200 Read SEC document |
| April 28, 2005 Filed Apr 29, 2005 16:15 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 3,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000078003-05-000103 · bur928.xml · derivative · entry 2 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,781 Underlying: Common Stock · 3,600 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F4 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| April 28, 2005 Filed Apr 29, 2005 16:15 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 977 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000078003-05-000103 · bur928.xml · derivative · entry 1 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,181 Underlying: Common Stock · 977 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Annual Retainer Unit Award Plan. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| April 22, 2004 Filed Apr 23, 2004 16:04 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 726 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000078003-04-000098 · bur638.xml · derivative · entry 2 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,276 Underlying: Common Stock · 726 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F4 · shares: Granted pursuant to the Pfizer Inc. Annual Retainer Unit Award Plan. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| April 22, 2004 Filed Apr 23, 2004 16:04 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 3,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000078003-04-000098 · bur638.xml · derivative · entry 1 BURT ROBERT N · CIK 0001051322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,550 Underlying: Common Stock · 3,600 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. 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.