Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PFIZER INCPFE · Entity 2863 | Director | April 28, 2005 | April 29, 2005 |
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.
PFIZER INC
Report date April 28, 2005 · Filed April 29, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 103,846 |
Reported balance
After 2005-04-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2005-04-28 · Grant · Acquired 977 · Balance 103,846 F1: Each unit represents one phantom share of common stock. F2: Granted pursuant to the Pfizer Inc. Annual Retainer Unit Award Plan. F3: These units are settled in cash following the reporting person's retirement from the Board of Directors. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 107,446 |
Reported balance
After 2005-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2005-04-28 · Grant · Acquired 3,600 · Balance 107,446 F1: Each unit represents one phantom share of common stock. F4: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3: These units are settled in cash following the reporting person's retirement from the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents one phantom share of common stock.
F2: Granted pursuant to the Pfizer Inc. Annual Retainer Unit Award Plan.
F3: These units are settled in cash following the reporting person's retirement from the Board of Directors.
F4: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors.
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 |
|---|---|---|---|---|---|---|
| April 28, 2005 Filed Apr 29, 2005 16:16 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 3,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000078003-05-000113 · val938.xml · derivative · entry 2 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,446 Underlying: Common Stock · 3,600 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F4 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| April 28, 2005 Filed Apr 29, 2005 16:16 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 977 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000078003-05-000113 · val938.xml · derivative · entry 1 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,846 Underlying: Common Stock · 977 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Annual Retainer Unit Award Plan. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 19:59 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,183 | $26.89 Strike: $0.00 | $31,810.87 |
DisclosureSEC source: 0000078003-05-000021 · val866.xml · derivative · entry 1 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,098 Underlying: Common Stock · 1,183 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| December 01, 2004 Filed Dec 2, 2004 20:25 UTC | PFIZER INC PFE · Entity 2863 | SaleCommon Stock | 100,000 | $28.26 | $2,826,000.00 |
DisclosureSEC source: 0000078003-04-000364 · val834.xml · nonDerivative · entry 1 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 641,854 Read SEC document |
| September 24, 2004 Filed Sep 28, 2004 17:15 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,151 | $29.66 Strike: $0.00 | $34,138.66 |
DisclosureSEC source: 0000078003-04-000290 · val778.xml · derivative · entry 1 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,915 Underlying: Common Stock · 1,151 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| June 25, 2004 Filed Jun 29, 2004 13:46 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 1,171 | $33.82 Strike: $0.00 | $39,603.22 |
DisclosureSEC source: 0000078003-04-000198 · val707.xml · derivative · entry 1 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,764 Underlying: Common Stock · 1,171 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| May 17, 2004 Filed May 18, 2004 17:09 UTC | PFIZER INC PFE · Entity 2863 | GiftCommon Stock | 14,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000078003-04-000144 · val671.xml · nonDerivative · entry 1 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 741,811 Read SEC document |
| April 22, 2004 Filed Apr 23, 2004 16:05 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 726 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000078003-04-000109 · val649.xml · derivative · entry 2 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,593 Underlying: Common Stock · 726 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F4 · shares: Granted pursuant to the Pfizer Inc. Annual Retainer Unit Award Plan. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| April 22, 2004 Filed Apr 23, 2004 16:05 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 3,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000078003-04-000109 · val649.xml · derivative · entry 1 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,867 Underlying: Common Stock · 3,600 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors. F3 · derivative.exercise_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. F3 · derivative.expiration_date: These units are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| March 26, 2004 Filed Mar 30, 2004 18:02 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 938 | $34.29 Strike: $0.00 | $32,164.02 |
DisclosureSEC source: 0000078003-04-000074 · val616.xml · derivative · entry 1 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,267 Underlying: Common Stock · 938 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 20:43 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 948 | $35.33 | $33,492.84 |
DisclosureSEC source: 0000078003-04-000018 · val560.xml · derivative · entry 1 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,329 Underlying: Common Stock · 948 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| September 26, 2003 Filed Sep 30, 2003 18:05 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 861 | $30.56 | $26,312.16 |
DisclosureSEC source: 0000078003-03-000217 · val455.xml · derivative · entry 1 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,381 Underlying: Common Stock · 861 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash following the reporting person's retirement from the Board of Directors. Read SEC document |
| June 27, 2003 Filed Jul 1, 2003 13:54 UTC | PFIZER INC PFE · Entity 2863 | GrantPhantom Stock Units · Derivative | 557 | $35.00 Strike: $0.00 | $19,495.00 |
DisclosureSEC source: 0000078003-03-000121 · val369.xml · derivative · entry 1 VALLES JEAN PAUL · CIK 0001033869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,520 Underlying: Common Stock · 557 shares Expires 1988-08-08 F1 · derivative.exercise_price: Each unit represents one phantom share of common stock. F2 · derivative.exercise_date: These units represent deferred director's compensation that is settled in cash following the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: These units represent deferred director's compensation that is settled in cash following the reporting person's retirement from the Board of Directors. 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.