Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QUALCOMM INC/DEQCOM · Entity 2852 | EVP & Chief Marketing Officer | January 07, 2009 | January 09, 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.
QUALCOMM INC/DE
Report date January 07, 2009 · Filed January 09, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 356,289 |
Last balance in matching sequence
After 2009-01-07 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2009-01-07 · Exercise / conversion · Acquired 15,000 · Balance 371,289 F1: Securities held by Jeffrey A. Jacobs and Deni Jacobs Trustees for the Jeff & Deni Jacobs Family Trust dtd. 5/3/01. Row 2 · 2009-01-07 · Sale · Disposed 15,000 · Balance 356,289 F2: The transaction was conducted under a 10b5-1 Plan, as defined under the Securities Exchange Act of 1934, as amended. F1: Securities held by Jeffrey A. Jacobs and Deni Jacobs Trustees for the Jeff & Deni Jacobs Family Trust dtd. 5/3/01. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.47 · Expires 2012-11-07 | Direct | 100,000 |
Reported balance
After 2009-01-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2009-01-07 · Exercise / conversion · Disposed 15,000 · Balance 100,000 F4: The options vest 10% on the six month anniversary of the date of grant and the remaining balance vests monthly thereafter. The option is fully vested five years after the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 28,800 |
Reported balance
Holding disclosure · report date 2009-01-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 28,800 |
| Common StockSEC Table I · non-derivative | IndirectFBO children | 812 |
Reported balance
Holding disclosure · report date 2009-01-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 812 |
| Common StockSEC Table I · non-derivative | Indirectby GRAT S | 28,800 |
Reported balance
Holding disclosure · report date 2009-01-07 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 28,800 F3: Securities held by Deni Jacobs, Trustee of the Deni Jacobs' Grantor Retained Annuity Trust. |
| Common StockSEC Table I · non-derivative | Indirectby Joint Account | 382,496 |
Reported balance
Holding disclosure · report date 2009-01-07 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 382,496 |
Filing footnotes · ownership attribution and instrument terms
F1: Securities held by Jeffrey A. Jacobs and Deni Jacobs Trustees for the Jeff & Deni Jacobs Family Trust dtd. 5/3/01.
F2: The transaction was conducted under a 10b5-1 Plan, as defined under the Securities Exchange Act of 1934, as amended.
F3: Securities held by Deni Jacobs, Trustee of the Deni Jacobs' Grantor Retained Annuity Trust.
F4: The options vest 10% on the six month anniversary of the date of grant and the remaining balance vests monthly thereafter. The option is fully vested five years after the date of grant.
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 |
|---|---|---|---|---|---|---|
| September 05, 2003 Filed Sep 5, 2003 23:04 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 25,000 | $41.45 | $1,036,250.00 |
DisclosureSEC source: 0001234452-03-000087 · edgardoc.xml · nonDerivative · entry 2 JACOBS JEFFREY A · CIK 0001191308 · President, Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684,361 Read SEC document |
| September 05, 2003 Filed Sep 5, 2003 23:04 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 25,000 | $41.50 | $1,037,500.00 |
DisclosureSEC source: 0001234452-03-000087 · edgardoc.xml · nonDerivative · entry 1 JACOBS JEFFREY A · CIK 0001191308 · President, Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709,361 Read SEC document |
| September 05, 2003 Filed Nov 12, 2003 17:23 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001234452-03-000137 · edgardoc.xml · nonDerivative · entry 1 JACOBS JEFFREY A · CIK 0001191308 · President, Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 669,361 Read SEC document |
| September 04, 2003 Filed Sep 5, 2003 23:02 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 25,000 | $41.10 | $1,027,500.00 |
DisclosureSEC source: 0001234452-03-000086 · edgardoc.xml · nonDerivative · entry 1 JACOBS JEFFREY A · CIK 0001191308 · President, Global Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 734,361 Read SEC document |
| August 21, 2003 Filed Sep 5, 2003 23:02 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GiftNon-Qualified Stock Option (right to buy) · Derivative | 778 | $0.00 Strike: $7.02 | $0.00 |
DisclosureSEC source: 0001234452-03-000086 · edgardoc.xml · derivative · entry 2 JACOBS JEFFREY A · CIK 0001191308 · President, Global Development 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 778 Underlying: Common Stock · 778 shares Expires 2008-07-16 Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 01:06 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GrantPhantom Stock Unit · Derivative | 170 | $35.83 Strike: $1.00 | $6,091.10 |
DisclosureSEC source: 0001234452-03-000030 · edgardoc.xml · derivative · entry 1 JACOBS JEFFREY A · CIK 0001191308 · President, Global Development 10b5-1 filing: Not disclosed Ownership: Indirect · by Grantor Trust Disclosed balance after: 6,083.997 Underlying: Common Stock · 170 shares Expires 1988-08-08 F1 · security: The common stock issued under the terms of the Company's Executive Retirement Matching Contribution Plan, a tax conditioned plan, is exempt under Rule 16b-3. The shares are held in a grantor trust and stock is the only permissable form of distribution under the Plan. F2 · derivative.exercise_date: The rights awarded under the Company's Executive Retirement Matching Contribution Plan will be eligible for distribution upon termination and vest according to the following schedule: 100% at age 65 with acceleration provisions (1) at the rate of 25% per year for each subsequent year of participation, (2) after the individual reaches age 61, or (3) if they have more than 10 years of service. F1 · ownership.nature: The common stock issued under the terms of the Company's Executive Retirement Matching Contribution Plan, a tax conditioned plan, is exempt under Rule 16b-3. The shares are held in a grantor trust and stock is the only permissable form of distribution under the Plan. Read SEC document |
| March 31, 2003 Filed May 20, 2003 18:51 UTC Amendment | QUALCOMM INC/DE QCOM · Entity 2852 | GrantPhantom Stock Unit · Derivative | 136 | $38.26 Strike: $1.00 | $5,203.36 |
DisclosureSEC source: 0001191307-03-000028 · edgardoc.xml · derivative · entry 2 JACOBS JEFFREY A · CIK 0001191308 · President, Global Development 10b5-1 filing: Not disclosed Ownership: Indirect · by Grantor Trust Disclosed balance after: Not disclosed Underlying: Common Stock · 136 shares Expires 1988-08-08 F1 · security: The common stock issued under the terms of the Company's Executive Retirement Matching Contribution Plan, a tax conditioned plan, is exempt under Rule 16b-3. The shares are held in a grantor trust and stock is the only permissable form of distribution under the Plan. F3 · derivative.exercise_date: The rights awarded under the Company's Executive Retirement Matching Contribution Plan will be eligible for distribution upon termination and vest according to the following schedule: 100% at age 65 with acceleration provisions (1) at the rate of 25% per year for each subsequent year of participation, (2) after the individual reaches age 61, or (3) if they have more than 10 years of service. F1 · ownership.nature: The common stock issued under the terms of the Company's Executive Retirement Matching Contribution Plan, a tax conditioned plan, is exempt under Rule 16b-3. The shares are held in a grantor trust and stock is the only permissable form of distribution under the Plan. Read SEC document |
| March 31, 2003 Filed May 20, 2003 18:51 UTC Amendment | QUALCOMM INC/DE QCOM · Entity 2852 | GrantPhantom Stock Unit · Derivative | 7.934 | $36.31 Strike: $1.00 | $288.07 |
DisclosureSEC source: 0001191307-03-000028 · edgardoc.xml · derivative · entry 1 JACOBS JEFFREY A · CIK 0001191308 · President, Global Development 10b5-1 filing: Not disclosed Ownership: Indirect · by Grantor Trust Disclosed balance after: Not disclosed Underlying: Common Stock · 7.934 shares Expires 1988-08-08 F1 · security: The common stock issued under the terms of the Company's Executive Retirement Matching Contribution Plan, a tax conditioned plan, is exempt under Rule 16b-3. The shares are held in a grantor trust and stock is the only permissable form of distribution under the Plan. F2 · kind: The shares were acquired through the dividend reinvestment provision of the Company's Executive Retirement Contribution Matching Plan. F3 · derivative.exercise_date: The rights awarded under the Company's Executive Retirement Matching Contribution Plan will be eligible for distribution upon termination and vest according to the following schedule: 100% at age 65 with acceleration provisions (1) at the rate of 25% per year for each subsequent year of participation, (2) after the individual reaches age 61, or (3) if they have more than 10 years of service. F1 · ownership.nature: The common stock issued under the terms of the Company's Executive Retirement Matching Contribution Plan, a tax conditioned plan, is exempt under Rule 16b-3. The shares are held in a grantor trust and stock is the only permissable form of distribution under the Plan. 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.