Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | EVP | September 14, 2009 | September 16, 2009 |
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.
BOEING CO
Report date September 14, 2009 · Filed September 16, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,646.72 |
Reported balance
After 2009-09-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2009-09-14 · Tax withholding · Disposed 6,302.23 · Balance 44,646.72 F1: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. F2: Includes adjustments for dividends accrued. |
| Common StockSEC Table I · non-derivative | IndirectBoeing 401(k) Plan | 10,870.85 |
Reported balance
Holding disclosure · report date 2009-09-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,870.85 |
| Common StockSEC Table I · non-derivative | IndirectCareer Shares | 13,181.87 |
Reported balance
Holding disclosure · report date 2009-09-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,181.87 F2: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction.
F2: Includes adjustments for dividends accrued.
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 |
|---|---|---|---|---|---|---|
| June 25, 2004 Filed Jun 29, 2004 20:59 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 6,142.02 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000542 · car840.xml · derivative · entry 1 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,520.72 Underlying: Common · 6,142.02 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. F1 · derivative.exercise_date: 2003 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| June 14, 2004 Filed Jun 16, 2004 21:49 UTC | BOEING CO BA · Entity 2862 | GrantDeferred Compensation Units · Derivative | 1,550.92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000474 · car820.xml · derivative · entry 3 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 34,412.6067 Underlying: Common · 1,550.92 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F4 · kind: Performance Share company match allocated to reporting person's performance share account under the deferred compensation plan. F3 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. F3 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. Read SEC document |
| June 14, 2004 Filed Jun 16, 2004 21:49 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionDeferred Compensation Units · Derivative | 6,203.66 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000474 · car820.xml · derivative · entry 2 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 32,861.6867 Underlying: Common · 6,203.66 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: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. F3 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. Read SEC document |
| June 14, 2004 Filed Jun 16, 2004 21:49 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 6,183.97 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000474 · car820.xml · derivative · entry 1 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,662.7359 Underlying: Common · 6,183.97 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. F1 · derivative.exercise_date: 2003 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| March 09, 2004 Filed Mar 11, 2004 19:16 UTC | BOEING CO BA · Entity 2862 | GrantDeferred Compensation Units · Derivative | 870.51 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000215 · car767.xml · derivative · entry 3 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 26,460.55 Underlying: Common · 870.51 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F5 · shares: Company match to deferral of vested Boeing stock units to Deferred Compensation Stock Program F4 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. F4 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. Read SEC document |
| March 09, 2004 Filed Mar 11, 2004 19:16 UTC | BOEING CO BA · Entity 2862 | OtherDeferred Compensation Units · Derivative | 3,482.02 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000215 · car767.xml · derivative · entry 2 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 25,590.04 Underlying: Common · 3,482.02 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · shares: Boeing Stock Units deferred to the Deferred Compensation Stock Program at vesting. F4 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. F4 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. Read SEC document |
| March 09, 2004 Filed Mar 11, 2004 19:16 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionBoeing Stock Units · Derivative | 3,482.02 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000215 · car767.xml · derivative · entry 1 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,807.96 Underlying: Common · 3,482.02 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_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.expiration_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. Read SEC document |
| March 05, 2004 Filed Mar 5, 2004 22:43 UTC | BOEING CO BA · Entity 2862 | GrantBoeing Stock Units · Derivative | 2,349.99 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000198 · car755.xml · derivative · entry 1 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,289.98 Underlying: Common · 2,349.99 shares Expires not disclosed F1 · security: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.exercise_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.expiration_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. Read SEC document |
| February 23, 2004 Filed Feb 24, 2004 22:02 UTC | BOEING CO BA · Entity 2862 | Grant2004 Performance Shares · Derivative | 49,790 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000164 · car734.xml · derivative · entry 4 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,790 Underlying: Common · 49,790 shares Expires 2009-02-23 F2 · derivative.exercise_date: 2004 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $60.94, 30% at $65.30, 45% at $69.65, 60% at $74.00, 75% at $78.35, 90% at $82.71, 100% at $87.06, 110% at $91.41, 120% at $95.77, and 125% at $97.94. Read SEC document |
| February 23, 2004 Filed Feb 24, 2004 22:02 UTC | BOEING CO BA · Entity 2862 | GrantCommon | 2,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000164 · car734.xml · nonDerivative · entry 1 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Indirect · Career Shares Disclosed balance after: 10,105 Read SEC document |
| February 04, 2004 Filed Feb 4, 2004 22:49 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionStock Option (Right to Buy) 93-05Q · Derivative | 5,400 | $0.00 Strike: $23.63 | $0.00 |
DisclosureSEC source: 0001137638-04-000078 · car720.xml · derivative · entry 6 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 5,400 shares Expires 2004-02-29 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: Options become exercisable approximately 40% on the 1st anniversary and 30% on each of the 3rd and 5th anniversary of the grant date. Read SEC document |
| February 04, 2004 Filed Feb 4, 2004 22:49 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 1,300 | $43.76 | $56,888.00 |
DisclosureSEC source: 0001137638-04-000078 · car720.xml · nonDerivative · entry 3 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,710 Read SEC document |
| February 04, 2004 Filed Feb 4, 2004 22:49 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 4,100 | $43.75 | $179,375.00 |
DisclosureSEC source: 0001137638-04-000078 · car720.xml · nonDerivative · entry 2 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,010 Read SEC document |
| February 04, 2004 Filed Feb 4, 2004 22:49 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 5,400 | $23.63 | $127,575.00 |
DisclosureSEC source: 0001137638-04-000078 · car720.xml · nonDerivative · entry 1 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,110 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 |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | GrantDeferred Compensation Units · Derivative | 1,533.46 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000053 · car690.xml · derivative · entry 3 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion Boeing 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 22,074.26 Underlying: Common · 1,533.46 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. F3 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionDeferred Compensation Units · Derivative | 6,100.06 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000053 · car690.xml · derivative · entry 2 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion Boeing 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 20,540.8 Underlying: Common · 6,100.06 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: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. F3 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 6,100.06 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000053 · car690.xml · derivative · entry 1 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion Boeing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,567.01 Underlying: Common · 6,100.06 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. F1 · derivative.exercise_date: 2003 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| January 21, 2004 Filed Feb 4, 2004 22:49 UTC Amendment | BOEING CO BA · Entity 2862 | GrantDeferred Compensation Units · Derivative | 1,533.46 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000077 · car718.xml · derivative · entry 3 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 22,108.02 Underlying: Common · 1,533.46 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. F3 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. Read SEC document |
| January 21, 2004 Filed Feb 4, 2004 22:49 UTC Amendment | BOEING CO BA · Entity 2862 | Exercise / conversionDeferred Compensation Units · Derivative | 6,133.82 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000077 · car718.xml · derivative · entry 2 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 20,574.56 Underlying: Common · 6,133.82 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: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. F3 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. Read SEC document |
| January 21, 2004 Filed Feb 4, 2004 22:49 UTC Amendment | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 6,100.06 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000077 · car718.xml · derivative · entry 1 CARSON SCOTT E · CIK 0001182049 · SrVP, Pres Connexion by Boeing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,567.01 Underlying: Common · 6,100.06 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. F1 · derivative.exercise_date: 2003 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. 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.