Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABBOTT LABORATORIESABT · Entity 2314 | Senior Vice President | February 20, 2004 | February 24, 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.
ABBOTT LABORATORIES
Report date February 20, 2004 · Filed February 24, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares without par valueSEC Table I · non-derivative | Direct | 158,527 |
Reported balance
After 2004-02-20 transaction · row 1
1 source rowRow 1 · 2004-02-20 · Grant · Acquired 8,000 · Balance 158,527 F1: These shares represent a restricted stock award under the Abbott Laboratories 1996 Incentive Stock Program in a transaction exempt from Section 16(b) under Rule 16b-3. The award includes the right to have stock withheld for tax purposes. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.66 · Expires 2014-02-19 | Direct | 55,000 |
Reported balance
After 2004-02-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2004-02-20 · Grant · Acquired 55,000 · Balance 55,000 F3: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from Section 16(b) under Rule 16b-3. The option becomes exercisable in annual increments of 18,334 on 2/20/05, 18,333 on 2/20/06 and 18,333 on 2/20/07. |
| Common shares without par valueSEC Table I · non-derivative | IndirectProfit Sharing Trust | 22,584 |
Reported balance
Holding disclosure · report date 2004-02-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22,584 F2: Balance in the Abbott Laboratories Stock Retirement Trust as of February 20, 2004. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent a restricted stock award under the Abbott Laboratories 1996 Incentive Stock Program in a transaction exempt from Section 16(b) under Rule 16b-3. The award includes the right to have stock withheld for tax purposes.
F2: Balance in the Abbott Laboratories Stock Retirement Trust as of February 20, 2004.
F3: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from Section 16(b) under Rule 16b-3. The option becomes exercisable in annual increments of 18,334 on 2/20/05, 18,333 on 2/20/06 and 18,333 on 2/20/07.
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 20, 2004 Filed Feb 24, 2004 21:16 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 55,000 | $0.00 Strike: $43.66 | $0.00 |
DisclosureSEC source: 0001104659-04-005610 · a4.xml · derivative · entry 3 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Underlying: common shares · 55,000 shares Expires 2014-02-19 F3 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from Section 16(b) under Rule 16b-3. The option becomes exercisable in annual increments of 18,334 on 2/20/05, 18,333 on 2/20/06 and 18,333 on 2/20/07. Read SEC document |
| February 20, 2004 Filed Feb 24, 2004 21:16 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 8,000 | $43.66 | $349,280.00 |
DisclosureSEC source: 0001104659-04-005610 · a4.xml · nonDerivative · entry 1 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,527 F1 · kind: These shares represent a restricted stock award under the Abbott Laboratories 1996 Incentive Stock Program in a transaction exempt from Section 16(b) under Rule 16b-3. The award includes the right to have stock withheld for tax purposes. Read SEC document |
| February 17, 2004 Filed Feb 18, 2004 23:06 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 26,384 | $0.00 Strike: $44.31 | $0.00 |
DisclosureSEC source: 0001104659-04-005016 · a4.xml · derivative · entry 5 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,384 Underlying: common shares · 26,384 shares Expires 2013-02-13 F2 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| February 17, 2004 Filed Feb 18, 2004 23:06 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 29,999 | $0.00 Strike: $35.36 | $0.00 |
DisclosureSEC source: 0001104659-04-005016 · a4.xml · derivative · entry 4 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,001 Underlying: common shares · 29,999 shares Expires 2013-02-13 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 |
| February 17, 2004 Filed Feb 18, 2004 23:06 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 26,384 | $44.31 | $1,169,075.04 |
DisclosureSEC source: 0001104659-04-005016 · a4.xml · nonDerivative · entry 2 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,527 Read SEC document |
| February 17, 2004 Filed Feb 18, 2004 23:06 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 29,999 | $35.36 | $1,060,764.64 |
DisclosureSEC source: 0001104659-04-005016 · a4.xml · nonDerivative · entry 1 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,911 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 |
| December 31, 2003 Filed Dec 31, 2003 22:29 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 26,048 | $0.00 Strike: $46.57 | $0.00 |
DisclosureSEC source: 0001104659-03-029465 · a4.xml · derivative · entry 5 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,048 Underlying: common shares · 26,048 shares Expires 2008-02-12 F2 · security: Employee stock options granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| December 31, 2003 Filed Dec 31, 2003 22:29 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 30,000 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001104659-03-029465 · a4.xml · derivative · entry 4 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 30,000 shares Expires 2008-02-12 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 |
| December 31, 2003 Filed Dec 31, 2003 22:29 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 26,048 | $46.57 | $1,213,055.36 |
DisclosureSEC source: 0001104659-03-029465 · a4.xml · nonDerivative · entry 2 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,912 Read SEC document |
| December 31, 2003 Filed Dec 31, 2003 22:29 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 30,000 | $37.00 | $1,110,000.00 |
DisclosureSEC source: 0001104659-03-029465 · a4.xml · nonDerivative · entry 1 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,960 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 |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 34,823 | $0.00 Strike: $43.60 | $0.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · derivative · entry 16 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,823 Underlying: Common shares · 34,823 shares Expires 2010-02-10 F2 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 21,258 | $0.00 Strike: $43.60 | $0.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · derivative · entry 15 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,258 Underlying: Common shares · 21,258 shares Expires 2007-02-13 F2 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 14,953 | $0.00 Strike: $43.60 | $0.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · derivative · entry 14 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,953 Underlying: Common shares · 14,953 shares Expires 2006-02-08 F2 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 9,063 | $0.00 Strike: $43.60 | $0.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · derivative · entry 13 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,063 Underlying: Common shares · 9,063 shares Expires 2005-11-30 F2 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 2,888 | $0.00 Strike: $43.60 | $0.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · derivative · entry 12 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,888 Underlying: Common shares · 2,888 shares Expires 2005-04-27 F2 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program, including a replacement option feature, in a transaction exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 40,000 | $0.00 Strike: $34.70 | $0.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · derivative · entry 11 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares · 40,000 shares Expires 2010-02-10 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 |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 26,576 | $0.00 Strike: $29.19 | $0.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · derivative · entry 10 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares · 26,576 shares Expires 2007-02-13 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 |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 21,424 | $0.00 Strike: $21.85 | $0.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · derivative · entry 9 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares · 21,424 shares Expires 2006-02-08 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 |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 13,482 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · derivative · entry 8 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares · 13,482 shares Expires 2005-11-30 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 |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 4,334 | $0.00 Strike: $19.57 | $0.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · derivative · entry 7 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares · 4,334 shares Expires 2005-04-27 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 |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 82,985 | $43.60 | $3,618,146.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · nonDerivative · entry 6 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,960 F1 · balance_after: The reporting person also owns 22,200 shares indirectly through the Abbott Laboratories Stock Retirement Trust as of June 30, 2003. Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 40,000 | $34.70 | $1,388,000.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · nonDerivative · entry 5 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,945 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 |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 26,576 | $29.19 | $775,753.44 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · nonDerivative · entry 4 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,945 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 |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 21,424 | $21.85 | $468,114.40 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · nonDerivative · entry 3 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,369 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 |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 13,482 | $20.00 | $269,640.00 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · nonDerivative · entry 2 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,945 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 |
| June 30, 2003 Filed Jul 2, 2003 19:58 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 4,334 | $19.57 | $84,816.38 |
DisclosureSEC source: 0001104659-03-013899 · j2757_4.xml · nonDerivative · entry 1 WYATT LANCE B · CIK 0001239421 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,463 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.