Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Sr. V.P., Pres ATM | March 09, 2004 | March 11, 2004 |
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 09, 2004 · Filed March 11, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Boeing Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,926.66 |
Reported balance
After 2004-03-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2004-03-09 · Exercise / conversion · Disposed 2,839.35 · Balance 7,926.66 F1: 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. |
| Deferred Compensation UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectDeferred Compensation Stock Program | 33,112.96 |
Reported balance
After 2004-03-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2004-03-09 · Other · Acquired 2,839.35 · Balance 33,112.96 F2: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3: Boeing Stock Units deferred to the Deferred Compensation Stock Program at vesting. F4: 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. |
| Deferred Compensation UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectDeferred Compensation Stock Program | 33,822.8 |
Reported balance
After 2004-03-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2004-03-09 · Grant · Acquired 709.84 · Balance 33,822.8 F2: Phantom stock units are convertible into common stock on a 1-for-1 basis. F5: Company match to deferral of vested Boeing stock units to Deferred Compensation Stock Program F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F3: Boeing Stock Units deferred to the Deferred Compensation Stock Program at vesting.
F4: 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.
F5: Company match to deferral of vested Boeing stock units to Deferred Compensation Stock 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 |
|---|---|---|---|---|---|---|
| March 09, 2004 Filed Mar 11, 2004 19:16 UTC | BOEING CO BA · Entity 2862 | GrantDeferred Compensation Units · Derivative | 709.84 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000216 · hay768.xml · derivative · entry 3 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 33,822.8 Underlying: Common · 709.84 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F5 · shares: Company match to deferral of vested Boeing stock units to Deferred Compensation Stock Program F4 · 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. F4 · 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 |
| March 09, 2004 Filed Mar 11, 2004 19:16 UTC | BOEING CO BA · Entity 2862 | OtherDeferred Compensation Units · Derivative | 2,839.35 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000216 · hay768.xml · derivative · entry 2 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 33,112.96 Underlying: Common · 2,839.35 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · shares: Boeing Stock Units deferred to the Deferred Compensation Stock Program at vesting. F4 · 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. F4 · 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 |
| March 09, 2004 Filed Mar 11, 2004 19:16 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionBoeing Stock Units · Derivative | 2,839.35 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000216 · hay768.xml · derivative · entry 1 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,926.66 Underlying: Common · 2,839.35 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. 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 |
| March 05, 2004 Filed Mar 5, 2004 22:44 UTC | BOEING CO BA · Entity 2862 | GrantBoeing Stock Units · Derivative | 2,014.6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000200 · hay757.xml · derivative · entry 1 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,766.01 Underlying: Common · 2,014.6 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 | 46,948 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000166 · hay736.xml · derivative · entry 3 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,948 Underlying: Common · 46,948 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 | 2,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000166 · hay736.xml · nonDerivative · entry 1 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Indirect · Career Shares Disclosed balance after: 9,313 Read SEC document |
| February 10, 2004 Filed Feb 10, 2004 23:21 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 2,016 | $43.55 | $87,796.80 |
DisclosureSEC source: 0001137638-04-000097 · hay723.xml · nonDerivative · entry 1 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144 Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | GrantDeferred Compensation Units · Derivative | 725.57 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000055 · hay692.xml · derivative · entry 6 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 30,257.63 Underlying: Common · 725.57 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · 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. F3 · 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 |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionDeferred Compensation Units · Derivative | 2,886.3 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000055 · hay692.xml · derivative · entry 5 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 29,532.06 Underlying: Common · 2,886.3 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. F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · 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. F3 · 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 |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 5,772.6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000055 · hay692.xml · derivative · entry 4 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,711.35 Underlying: Common · 5,772.6 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 | 870.3 | $43.60 | $37,945.08 |
DisclosureSEC source: 0001137638-04-000055 · hay692.xml · nonDerivative · entry 2 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,160 Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 2,886.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000055 · hay692.xml · nonDerivative · entry 1 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,030.3 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 |
| January 21, 2004 Filed Feb 4, 2004 22:49 UTC Amendment | BOEING CO BA · Entity 2862 | GrantDeferred Compensation Units · Derivative | 725.57 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000079 · hay717.xml · derivative · entry 6 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 30,273.61 Underlying: Common · 725.57 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · 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. F3 · 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 |
| January 21, 2004 Filed Feb 4, 2004 22:49 UTC Amendment | BOEING CO BA · Entity 2862 | Exercise / conversionDeferred Compensation Units · Derivative | 2,902.28 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000079 · hay717.xml · derivative · entry 5 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Stock Program Disclosed balance after: 29,548.04 Underlying: Common · 2,902.28 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. F2 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F3 · 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. F3 · 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 |
| January 21, 2004 Filed Feb 4, 2004 22:49 UTC Amendment | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 5,772.6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000079 · hay717.xml · derivative · entry 4 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,711.35 Underlying: Common · 5,772.6 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 Feb 4, 2004 22:49 UTC Amendment | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 870.3 | $43.60 | $37,945.08 |
DisclosureSEC source: 0001137638-04-000079 · hay717.xml · nonDerivative · entry 2 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,160 Read SEC document |
| January 21, 2004 Filed Feb 4, 2004 22:49 UTC Amendment | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 2,886.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000079 · hay717.xml · nonDerivative · entry 1 HAYHURST JOHN B · CIK 0001182053 · Sr. V.P., Pres ATM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,030.3 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.