Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
QUALCOMM INC/DE
Report date September 30, 2007 · Filed November 14, 2007
Section 16 reporting ended · disclosed 2007-11-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 36,007 |
Last balance in matching sequence
After 2006-12-07 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2006-12-06 · Gift · Disposed 28,583 · Balance 98,230 F1: Securities held by Rita L. Atkinson & Richard C. Atkinson as Co-Trustees of the Richard Chatham Atkinson & Rita Loyd Atkinson Family Trust UTA dtd. 12/04/80. Row 2 · 2006-12-07 · Gift · Disposed 62,223 · Balance 36,007 F1: Securities held by Rita L. Atkinson & Richard C. Atkinson as Co-Trustees of the Richard Chatham Atkinson & Rita Loyd Atkinson Family Trust UTA dtd. 12/04/80. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 132,271 |
Reported balance
Holding disclosure · report date 2007-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 132,271 |
| Common StockSEC Table I · non-derivative | IndirectFBO relatives | 65,280 |
Reported balance
Holding disclosure · report date 2007-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 65,280 F2: Securities held by Richard C. Atkinson and Rita L. Atkinson as Trustees for certain relatives. |
| Common StockSEC Table I · non-derivative | Indirectby GRAT S | 132,271 |
Reported balance
Holding disclosure · report date 2007-09-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 132,271 F3: Securities held by Rita L. Atkinson, Trustee of The Rita L. Atkinson Annuity Trust dated April 19, 2005. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities held by Rita L. Atkinson & Richard C. Atkinson as Co-Trustees of the Richard Chatham Atkinson & Rita Loyd Atkinson Family Trust UTA dtd. 12/04/80.
F2: Securities held by Richard C. Atkinson and Rita L. Atkinson as Trustees for certain relatives.
F3: Securities held by Rita L. Atkinson, Trustee of The Rita L. Atkinson Annuity Trust dated April 19, 2005.
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 |
|---|---|---|---|---|---|---|
| May 19, 2003 Filed May 20, 2003 16:31 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 6,540 | $2.78 | $18,181.20 |
DisclosureSEC source: 0000902269-03-000035 · edgardoc.xml · nonDerivative · entry 1 ATKINSON RICHARD C · CIK 0001191320 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 575,156 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 · ownership.nature: Securities held by Rita L. Atkinson & Richard C. Atkinson as Co-Trustees of the Richard Chatham Atkinson & Rita Loyd Atkinson Family Trust UTA dtd. 12/04/80. Read SEC document |
| May 12, 2003 Filed May 12, 2003 23:39 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,540 | $0.00 Strike: $2.78 | $0.00 |
DisclosureSEC source: 0000902269-03-000033 · edgardoc.xml · derivative · entry 3 ATKINSON RICHARD C · CIK 0001191320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 6,540 shares Expires 2004-02-15 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_date: Stock options granted under the Company's Non-Employee Directors' Stock Option Plan. The options vest at the rate of 20% on February 16, 1996, 20% on February 16, 1997, 20% on February 16, 1998, and 40% on February 16, 1999. Read SEC document |
| May 12, 2003 Filed May 12, 2003 23:39 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 6,540 | $30.62 | $200,254.80 |
DisclosureSEC source: 0000902269-03-000033 · edgardoc.xml · nonDerivative · entry 2 ATKINSON RICHARD C · CIK 0001191320 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 568,616 F2 · kind: The disposition of shares was conducted under a 10b5-1 Plan, as defined under the Securities Exchange Act of 1934, as amended. F1 · ownership.nature: Securities held by Rita L. Atkinson & Richard C. Atkinson as Co-Trustees of the Richard Chatham Atkinson & Rita Loyd Atkinson Family Trust UTA dtd. 12/04/80. Read SEC document |
| May 12, 2003 Filed May 12, 2003 23:39 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 6,540 | $2.78 | $18,181.20 |
DisclosureSEC source: 0000902269-03-000033 · edgardoc.xml · nonDerivative · entry 1 ATKINSON RICHARD C · CIK 0001191320 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 575,156 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 · ownership.nature: Securities held by Rita L. Atkinson & Richard C. Atkinson as Co-Trustees of the Richard Chatham Atkinson & Rita Loyd Atkinson Family Trust UTA dtd. 12/04/80. Read SEC document |
| May 05, 2003 Filed May 6, 2003 16:28 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,540 | $0.00 Strike: $2.78 | $0.00 |
DisclosureSEC source: 0000902269-03-000029 · edgardoc.xml · derivative · entry 3 ATKINSON RICHARD C · CIK 0001191320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 6,540 shares Expires 2004-02-15 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_date: Stock options granted under the Company's Non-Employee Directors' Stock Option Plan. The options vest at the rate of 20% on February 16, 1996, 20% on February 16, 1997, 20% on February 16, 1998, and 40% on February 16, 1999. Read SEC document |
| May 05, 2003 Filed May 6, 2003 16:28 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 6,540 | $32.03 | $209,476.20 |
DisclosureSEC source: 0000902269-03-000029 · edgardoc.xml · nonDerivative · entry 2 ATKINSON RICHARD C · CIK 0001191320 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 568,616 F2 · kind: The disposition of shares was conducted under a 10b5-1 Plan, as defined under the Securities Exchange Act of 1934, as amended. F1 · ownership.nature: Securities held by Rita L. Atkinson & Richard C. Atkinson as Co-Trustees of the Richard Chatham Atkinson & Rita Loyd Atkinson Family Trust UTA dtd. 12/04/80. Read SEC document |
| May 05, 2003 Filed May 6, 2003 16:28 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 6,540 | $2.78 | $18,181.20 |
DisclosureSEC source: 0000902269-03-000029 · edgardoc.xml · nonDerivative · entry 1 ATKINSON RICHARD C · CIK 0001191320 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 575,156 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 · ownership.nature: Securities held by Rita L. Atkinson & Richard C. Atkinson as Co-Trustees of the Richard Chatham Atkinson & Rita Loyd Atkinson Family Trust UTA dtd. 12/04/80. 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.