Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QUALCOMM INC/DEQCOM · Entity 2852 | Director | March 08, 2007 | March 10, 2007 |
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 March 08, 2007 · Filed March 10, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 210,500 |
Last balance in matching sequence
After 2007-03-08 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2007-03-08 · Exercise / conversion · Acquired 16,000 · Balance 226,500 F1: Securities held by Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. Row 2 · 2007-03-08 · Sale · Disposed 16,000 · Balance 210,500 F1: Securities held by Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. Row 3 · 2007-03-08 · Exercise / conversion · Acquired 160,000 · Balance 370,500 F1: Securities held by Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. Row 4 · 2007-03-08 · Sale · Disposed 160,000 · Balance 210,500 F1: Securities held by Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.91 · Expires 2008-02-09 | Direct | 0 |
Reported balance
After 2007-03-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2007-03-08 · Exercise / conversion · Disposed 16,000 · Balance 0 F2: The option vests in five equal annual installments beginning on January 15, 1999. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.30 · Expires 2009-02-22 | Direct | 0 |
Reported balance
After 2007-03-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2007-03-08 · Exercise / conversion · Disposed 160,000 · Balance 0 F3: The option vests in five equal installments beginning on January 15, 2000. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities held by Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93.
F2: The option vests in five equal annual installments beginning on January 15, 1999.
F3: The option vests in five equal installments beginning on January 15, 2000.
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 12, 2003 Filed Dec 15, 2003 23:07 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 12,000 | $50.12 | $601,440.00 |
DisclosureSEC source: 0001234452-03-000173 · edgardoc.xml · nonDerivative · entry 3 COFFMAN ADELIA A · CIK 0001191322 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 283,970 F1 · ownership.nature: Securities held by Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. Read SEC document |
| December 12, 2003 Filed Dec 15, 2003 23:07 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 12,000 | $5.82 | $69,840.00 |
DisclosureSEC source: 0001234452-03-000173 · edgardoc.xml · nonDerivative · entry 2 COFFMAN ADELIA A · CIK 0001191322 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 295,970 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 Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. Read SEC document |
| December 12, 2003 Filed Dec 15, 2003 23:07 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001234452-03-000173 · edgardoc.xml · nonDerivative · entry 1 COFFMAN ADELIA A · CIK 0001191322 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 283,970 F1 · ownership.nature: Securities held by Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. Read SEC document |
| December 11, 2003 Filed Dec 15, 2003 23:05 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 38,000 | $49.31 | $1,873,780.00 |
DisclosureSEC source: 0001234452-03-000171 · edgardoc.xml · nonDerivative · entry 2 COFFMAN ADELIA A · CIK 0001191322 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 288,970 F2 · ownership.nature: Securities held by Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. Read SEC document |
| December 11, 2003 Filed Dec 15, 2003 23:05 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 5,000 | $49.95 | $249,750.00 |
DisclosureSEC source: 0001234452-03-000171 · edgardoc.xml · nonDerivative · entry 1 COFFMAN ADELIA A · CIK 0001191322 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 326,970 F1 · kind: The disposition of shares was conducted under a 10b5-1 Plan, as defined under the Securities Exchange Act of 1934, as amended. F2 · ownership.nature: Securities held by Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. Read SEC document |
| September 02, 2003 Filed Sep 4, 2003 00:30 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $5.82 | $0.00 |
DisclosureSEC source: 0001234452-03-000079 · edgardoc.xml · derivative · entry 4 COFFMAN ADELIA A · CIK 0001191322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 60,000 shares Expires 2008-02-09 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: The option vests in five equal annual installments beginning on January 15, 1999. Read SEC document |
| September 02, 2003 Filed Sep 4, 2003 00:30 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | SaleCommon Stock | 60,000 | $41.00 | $2,460,126.00 |
DisclosureSEC source: 0001234452-03-000079 · edgardoc.xml · nonDerivative · entry 3 COFFMAN ADELIA A · CIK 0001191322 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 331,970 F1 · ownership.nature: Securities held by Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. Read SEC document |
| September 02, 2003 Filed Sep 4, 2003 00:30 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 60,000 | $5.82 | $349,200.00 |
DisclosureSEC source: 0001234452-03-000079 · edgardoc.xml · nonDerivative · entry 2 COFFMAN ADELIA A · CIK 0001191322 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 391,970 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 Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. Read SEC document |
| September 02, 2003 Filed Sep 4, 2003 00:30 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GiftCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001234452-03-000079 · edgardoc.xml · nonDerivative · entry 1 COFFMAN ADELIA A · CIK 0001191322 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 331,970 F1 · ownership.nature: Securities held by Ron D. Coffman & Adelia A. Coffman, Trustees of the Coffman Family Trust dtd. 12/16/93. 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.