Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | SVP Public Policy | March 11, 2008 | March 13, 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.
BOEING CO
Report date March 11, 2008 · Filed March 13, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 51,582.36 |
Reported balance
After 2008-03-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2008-03-11 · Exercise / conversion · Acquired 3,242.62 · Balance 51,582.36 F1: Includes adjustments for dividends accrued. |
| CommonSEC Table I · non-derivative | Direct | 48,339.74 |
Reported balance
After 2008-03-11 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2008-03-11 · Disposition to issuer · Disposed 3,242.62 · Balance 48,339.74 F2: Vested Boeing Stock Units paid out in cash. |
| Boeing Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,683.62 |
Reported balance
After 2008-03-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2008-03-11 · Exercise / conversion · Disposed 3,242.62 · Balance 2,683.62 F3: Boeing Stock Units (BSUs) are phantom stock units allocated to the reporting person's Boeing Stock Unit account under the Incentive Compensation Plan. F4: BSUs convert into common stock on a 1-for-1 basis if settled in stock. F5: BSUs vest and are payable in cash or stock three years after the award is granted. F1: Includes adjustments for dividends accrued. |
| CommonSEC Table I · non-derivative | IndirectBy Immediate Family | 105 |
Reported balance
Holding disclosure · report date 2008-03-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 105 |
| CommonSEC Table I · non-derivative | IndirectCareer Shares | 4,630.69 |
Reported balance
Holding disclosure · report date 2008-03-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,630.69 F1: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes adjustments for dividends accrued.
F2: Vested Boeing Stock Units paid out in cash.
F3: Boeing Stock Units (BSUs) are phantom stock units allocated to the reporting person's Boeing Stock Unit account under the Incentive Compensation Plan.
F4: BSUs convert into common stock on a 1-for-1 basis if settled in stock.
F5: BSUs vest and are payable in cash or stock three years after the award is granted.
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 |
|---|---|---|---|---|---|---|
| December 19, 2005 Filed Dec 20, 2005 23:13 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2004 Performance Shares · Derivative | 7,882.29 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000696 · hul1186.xml · derivative · entry 5 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,745.76 Underlying: Common · 7,882.29 shares Expires 2009-02-23 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_price: Performance shares convert on 1 for 1 basis on vesting 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 |
| December 19, 2005 Filed Dec 20, 2005 23:13 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 3,110.29 | $69.97 | $217,626.99 |
DisclosureSEC source: 0001137638-05-000696 · hul1186.xml · nonDerivative · entry 2 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,370 Read SEC document |
| December 19, 2005 Filed Dec 20, 2005 23:13 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 7,882.29 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000696 · hul1186.xml · nonDerivative · entry 1 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,480.29 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. Read SEC document |
| December 19, 2005 Filed Jan 13, 2006 17:29 UTC Amendment | BOEING CO BA · Entity 2862 | Exercise / conversion2004 Performance Shares · Derivative | 7,941.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000036 · hul1209.xml · derivative · entry 5 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,818.29 Underlying: Common · 7,941.63 shares Expires 2009-02-23 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. F3 · derivative.exercise_price: Performance shares convert on 1 for 1 basis on vesting F1 · shares: Includes an additional 59.34 shares that had been omitted from the reporting person's original Form 4 filed on December 20, 2005. F4 · 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. F5 · balance_after: Includes adjustments for dividends accrued Read SEC document |
| December 19, 2005 Filed Jan 13, 2006 17:29 UTC Amendment | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 3,134.63 | $69.97 | $219,330.06 |
DisclosureSEC source: 0001137638-06-000036 · hul1209.xml · nonDerivative · entry 2 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,405 F2 · shares: Includes an additional 24.34 shares that had been omitted from the reporting person's original Form 4 filed on December 20, 2005. Read SEC document |
| December 19, 2005 Filed Jan 13, 2006 17:29 UTC Amendment | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 7,941.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000036 · hul1209.xml · nonDerivative · entry 1 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,539.63 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 · shares: Includes an additional 59.34 shares that had been omitted from the reporting person's original Form 4 filed on December 20, 2005. Read SEC document |
| July 28, 2005 Filed Aug 1, 2005 20:44 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2004 Performance Shares · Derivative | 7,848.6 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000449 · hul1106.xml · derivative · entry 5 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,486.27 Underlying: Common · 7,848.6 shares Expires 2009-02-23 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. F2 · derivative.exercise_price: Performance shares convert on 1 for 1 basis on vesting F3 · 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 |
| July 28, 2005 Filed Aug 1, 2005 20:44 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 2,744.6 | $66.00 | $181,143.60 |
DisclosureSEC source: 0001137638-05-000449 · hul1106.xml · nonDerivative · entry 2 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,598 Read SEC document |
| July 28, 2005 Filed Aug 1, 2005 20:44 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 7,848.6 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000449 · hul1106.xml · nonDerivative · entry 1 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,342.6 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 |
| May 27, 2005 Filed Jun 1, 2005 19:56 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2004 Performance Shares · Derivative | 7,788.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000326 · hul1049.xml · derivative · entry 5 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,134.12 Underlying: Common · 7,788.37 shares Expires 2009-02-23 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. F2 · derivative.exercise_price: Performance shares convert on 1 for 1 basis on vesting F3 · 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. F1 · balance_after: Includes adjustments for dividends accrued Read SEC document |
| May 27, 2005 Filed Jun 1, 2005 19:56 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 2,294.37 | $63.02 | $144,591.20 |
DisclosureSEC source: 0001137638-05-000326 · hul1049.xml · nonDerivative · entry 2 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,494 Read SEC document |
| May 27, 2005 Filed Jun 1, 2005 19:56 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 7,788.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000326 · hul1049.xml · nonDerivative · entry 1 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,788.37 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 11, 2005 Filed Mar 11, 2005 19:57 UTC | BOEING CO BA · Entity 2862 | GrantBoeing Stock Units · Derivative | 3,095.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000149 · hul996.xml · derivative · entry 1 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,829.75 Underlying: Common · 3,095.85 shares Expires not disclosed F1 · derivative.exercise_price: Boeing Stock Units convert on a 1-for-1 basis if settled in stock F2 · 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. F2 · 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 28, 2005 Filed Mar 2, 2005 16:51 UTC | BOEING CO BA · Entity 2862 | Grant2005 Performance Shares · Derivative | 36,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000086 · hul960.xml · derivative · entry 3 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,486 Underlying: Common · 36,486 shares Expires 2010-02-28 F1 · derivative.exercise_price: Performance shares convert on 1 for 1 basis on vesting F2 · derivative.exercise_date: 2005 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 $74.49, 30% at $79.82, 45% at $85.14, 60% at $90.46, 75% at $95.78, 90% at $101.10, 100% at $106.42, 110% at $111.74, 120% at $117.06, and 125% at $119.72. Read SEC document |
| February 28, 2005 Filed Mar 2, 2005 16:51 UTC | BOEING CO BA · Entity 2862 | GrantCommon | 1,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000086 · hul960.xml · nonDerivative · entry 1 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Indirect · Career Shares Disclosed balance after: 4,409.46 Read SEC document |
| March 05, 2004 Filed Mar 5, 2004 22:44 UTC | BOEING CO BA · Entity 2862 | GrantBoeing Stock Units · Derivative | 725.53 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000201 · hul758.xml · derivative · entry 1 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 725.53 Underlying: Common · 725.53 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 | 51,112 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000167 · hul737.xml · derivative · entry 3 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,112 Underlying: Common · 51,112 shares Expires 2009-02-23 F1 · 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 | 2,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000167 · hul737.xml · nonDerivative · entry 1 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Indirect · Career Shares Disclosed balance after: 2,556 Read SEC document |
| September 19, 2003 Filed Sep 22, 2003 22:03 UTC | BOEING CO BA · Entity 2862 | GrantOption (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $36.14 | $0.00 |
DisclosureSEC source: 0001137638-03-000237 · hul611.xml · derivative · entry 1 HULLIN TOD R · CIK 0001263912 · SVP Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common · 20,000 shares Expires 2013-09-29 F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.