Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Senior Vice President | May 08, 2008 | May 09, 2008 |
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.
INTERNATIONAL BUSINESS MACHINES CORP
Report date May 08, 2008 · Filed May 09, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 133,919 |
Ending reported balance
After 2008-05-08 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2008-05-08 · Exercise / conversion · Acquired 3,158 · Balance 133,219 Row 2 · 2008-05-08 · Exercise / conversion · Acquired 3,625 · Balance 136,844 Row 3 · 2008-05-08 · Tax withholding · Disposed 1,362 · Balance 135,482 Row 4 · 2008-05-08 · Tax withholding · Disposed 1,563 · Balance 133,919 |
| Rst. Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,625 |
Reported balance
After 2008-05-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2008-05-08 · Exercise / conversion · Disposed 3,625 · Balance 3,625 F1: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2: Release of restricted stock units. |
| Rst. Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,316 |
Reported balance
After 2008-05-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2008-05-08 · Exercise / conversion · Disposed 3,158 · Balance 6,316 F1: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2: Release of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown.
F2: Release of restricted stock units.
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 13, 2003 Filed Jun 16, 2003 13:23 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPhantom Stock Unit · Derivative | 8 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-03-010864 · rrd11018.xml · derivative · entry 1 ELIX DOUGLAS T · CIK 0001180444 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804 Underlying: Common Stock · 8 shares Expires 1988-08-08 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 IBM. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Executive Deferred Compensation Plan is deferred until separation from IBM. 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.