Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Sr. VP Washington DC Op | May 10, 2006 | May 12, 2006 |
| GENERAL DYNAMICS CORPGD · Entity 2916 | Director | September 16, 2026 | September 18, 2026 |
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 May 10, 2006 · Filed May 12, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 45,077 |
Ending reported balance
After 2006-05-10 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2006-05-04 · Gift · Disposed 2,000 · Balance 40,923 Row 2 · 2006-05-10 · Exercise / conversion · Acquired 7,186.9 · Balance 48,109.9 Row 3 · 2006-05-10 · Tax withholding · Disposed 3,032.9 · Balance 45,077 |
| 2005 Performance SharesSEC Table II · derivative / convertible security · Expires 2010-02-28 | Direct | 26,351.98 |
Reported balance
After 2006-05-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2006-05-10 · Exercise / conversion · Disposed 7,186.9 · Balance 26,351.98 F1: Performance shares convert on 1 for 1 basis on vesting F2: 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. |
| CommonSEC Table I · non-derivative | IndirectCareer Shares | 9,026.86 |
Reported balance
Holding disclosure · report date 2006-05-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 9,026.86 |
Filing footnotes · ownership attribution and instrument terms
F1: Performance shares convert on 1 for 1 basis on vesting
F2: 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.
GENERAL DYNAMICS CORP
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,769 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Grant · Acquired 52 · Balance 5,769 F1: Reflects stock received in lieu of director fees in accordance with outside directors' compensation program. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects stock received in lieu of director fees in accordance with outside directors' compensation program.
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 |
|---|---|---|---|---|---|---|
| February 23, 2004 Filed Feb 24, 2004 22:02 UTC | BOEING CO BA · Entity 2862 | GrantCommon | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000165 · del735.xml · nonDerivative · entry 1 DE LEON RUDY F · CIK 0001182051 · Sr.V.P. Washington DC Op 10b5-1 filing: Not disclosed Ownership: Indirect · Career Shares Disclosed balance after: 6,670 Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 7,581.96 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000054 · del691.xml · derivative · entry 4 DE LEON RUDY F · CIK 0001182051 · Sr.V.P. Washington DC Op 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,964.42 Underlying: Common · 7,581.96 shares Expires 2008-02-23 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_date: 2003 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 $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 2,540.96 | $43.60 | $110,785.86 |
DisclosureSEC source: 0001137638-04-000054 · del691.xml · nonDerivative · entry 2 DE LEON RUDY F · CIK 0001182051 · Sr.V.P. Washington DC Op 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,041 Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 7,581.96 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000054 · del691.xml · nonDerivative · entry 1 DE LEON RUDY F · CIK 0001182051 · Sr.V.P. Washington DC Op 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,581.96 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 08, 2002 Filed Mar 10, 2005 22:25 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionDeferred Compensation Units · Derivative | 1,773.72 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-05-000116 · del978.xml · derivative · entry 6 DE LEON RUDY F · CIK 0001182051 · Sr.V.P. Washington DC Op 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 1,773.72 Underlying: Common · 1,773.72 shares Expires not disclosed 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. F5 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F6 · kind: Company match to deferral of vested Boeing stock units to Deferred Compensation Stock Program F7 · derivative.exercise_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. F7 · derivative.expiration_date: Phantom stock units acquired by reporting person pursuant to the Company's Deferred Compensation Plan. Units are payable in stock or cash following termination for retirement, death, disability or layoff. Company match contributions are forfeited upon termination for any reason other than retirement, death, disability or layoff. 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.