Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | VP & Chief Financial Officer | January 31, 2024 | February 02, 2024 |
| CLOROX CO /DE/CLX · Entity 3474 | Director | September 30, 2026 | October 03, 2026 |
| PACCAR INCPCAR · Entity 2226 | Director | October 01, 2026 | October 02, 2026 |
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Director | May 07, 2026 | May 11, 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.
CHEVRON CORP
Report date January 31, 2024 · Filed February 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,103 |
Ending reported balance
After 2024-01-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-01-31 · Exercise / conversion · Acquired 10,423 · Balance 16,563 F1: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Row 2 · 2024-01-31 · Disposition to issuer · Disposed 10,423 · Balance 6,140 Row 3 · 2024-01-31 · Tax withholding · Disposed 1,037 · Balance 5,103 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-01-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-01-31 · Exercise / conversion · Disposed 10,423 · Balance 0 F1: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. F2: During the vesting period, the restricted stock units accrued dividend equivalents in the form of additional restricted stock units. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) plan | 20,005 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 20,005 |
| Common StockSEC Table I · non-derivative | Indirectby Breber Family Trust | 28,321 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 28,321 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock.
F2: During the vesting period, the restricted stock units accrued dividend equivalents in the form of additional restricted stock units.
CLOROX CO /DE/
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,538.0181 |
Reported balance
After 2026-08-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-28 · Grant · Acquired 42.6144 · Balance 3,538.0181 F2: 1-for-1 F3: Deferred Stock Units acquired through dividend reinvestment during the fiscal year pursuant to the Independent Directors' Deferred Compensation Plan. F4: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,954.6333 |
Reported balance
After 2026-09-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-30 · Grant · Acquired 416.6152 · Balance 3,954.6333 F2: 1-for-1 F5: Receipt of Deferred Stock Units in lieu of receipt of quarterly director's fees. F4: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 18,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 18,000 F1: Indirectly owned through family trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Indirectly owned through family trust.
F2: 1-for-1
F3: Deferred Stock Units acquired through dividend reinvestment during the fiscal year pursuant to the Independent Directors' Deferred Compensation Plan.
F4: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director.
F5: Receipt of Deferred Stock Units in lieu of receipt of quarterly director's fees.
PACCAR INC
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,502.5604 |
Reported balance
After 2026-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-01 · Other · Acquired 454.7935 · Balance 4,502.5604 F1: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F2: Cash compensation deferred into phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for Non-Employee Directors (RSDCP). |
| Common StockSEC Table I · non-derivative | Direct | 13,015 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,015 |
| Stock Units (RSDCP)SEC Table II · derivative / convertible security | Direct | 4,200.6691 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,200.6691 F3: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director.
F2: Cash compensation deferred into phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for Non-Employee Directors (RSDCP).
F3: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions.
SOUTHWEST AIRLINES CO
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,537 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 4,108 · Balance 13,537 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 44,000 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 44,000 |
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 29, 2025 Filed Apr 30, 2025 20:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 500 | $26.86 | $13,430.00 |
DisclosureSEC source: 0000092380-25-000085 · wk-form4_1746045586.xml · nonDerivative · entry 9 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 37,800 Read SEC document |
| April 29, 2025 Filed Apr 30, 2025 20:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 900 | $26.85 | $24,165.00 |
DisclosureSEC source: 0000092380-25-000085 · wk-form4_1746045586.xml · nonDerivative · entry 8 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 37,300 Read SEC document |
| April 29, 2025 Filed Apr 30, 2025 20:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 400 | $26.83 | $10,732.00 |
DisclosureSEC source: 0000092380-25-000085 · wk-form4_1746045586.xml · nonDerivative · entry 7 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 36,400 Read SEC document |
| April 29, 2025 Filed Apr 30, 2025 20:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 400 | $26.81 | $10,724.00 |
DisclosureSEC source: 0000092380-25-000085 · wk-form4_1746045586.xml · nonDerivative · entry 6 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 36,000 Read SEC document |
| April 29, 2025 Filed Apr 30, 2025 20:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 100 | $26.80 | $2,680.00 |
DisclosureSEC source: 0000092380-25-000085 · wk-form4_1746045586.xml · nonDerivative · entry 5 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 35,600 Read SEC document |
| April 29, 2025 Filed Apr 30, 2025 20:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 900 | $26.79 | $24,111.00 |
DisclosureSEC source: 0000092380-25-000085 · wk-form4_1746045586.xml · nonDerivative · entry 4 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 35,500 Read SEC document |
| April 29, 2025 Filed Apr 30, 2025 20:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 100 | $26.78 | $2,678.00 |
DisclosureSEC source: 0000092380-25-000085 · wk-form4_1746045586.xml · nonDerivative · entry 3 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 34,600 Read SEC document |
| April 29, 2025 Filed Apr 30, 2025 20:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 400 | $26.77 | $10,708.00 |
DisclosureSEC source: 0000092380-25-000085 · wk-form4_1746045586.xml · nonDerivative · entry 2 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 34,500 Read SEC document |
| April 29, 2025 Filed Apr 30, 2025 20:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 100 | $26.74 | $2,674.00 |
DisclosureSEC source: 0000092380-25-000085 · wk-form4_1746045586.xml · nonDerivative · entry 1 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 34,100 Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 16:49 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units · Derivative | 406.959 | $98.29 | $40,000.00 |
DisclosureSEC source: 0001225208-25-003811 · doc4.xml · derivative · entry 2 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,585.7018 Underlying: Common Stock · 406.959 shares Expires not disclosed F1 · derivative.exercise_price: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F2 · kind: Cash compensation deferred into phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for Non-Employee Directors (RSDCP). F1 · derivative.exercise_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F1 · derivative.expiration_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:16 UTC | CLOROX CO /DE/ CLX · Entity 3474 | GrantDeferred Stock Units · Derivative | 178.2683 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003869 · doc4.xml · derivative · entry 2 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252.6635 Underlying: Common Stock · 178.2683 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F4 · kind: Receipt of Deferred Stock Units in lieu of receipt of quarterly director's fees. F3 · derivative.exercise_date: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. F3 · derivative.expiration_date: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 00:55 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 8.1122 | $102.97 | $835.31 |
DisclosureSEC source: 0001225208-25-003050 · doc4.xml · derivative · entry 3 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,539.3555 Underlying: Common Stock · 8.1122 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F4 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F3 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F3 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 00:55 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units · Derivative | 3.7656 | $102.97 | $387.74 |
DisclosureSEC source: 0001225208-25-003050 · doc4.xml · derivative · entry 2 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,178.7428 Underlying: Common Stock · 3.7656 shares Expires not disclosed F1 · derivative.exercise_price: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F2 · kind: Dividend on stock units held in phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) reinvested in additional stock units pursuant to RSDCP. F1 · derivative.exercise_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F1 · derivative.expiration_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. Read SEC document |
| February 14, 2025 Filed Apr 2, 2025 20:16 UTC | CLOROX CO /DE/ CLX · Entity 3474 | GrantDeferred Stock Units · Derivative | 0.6086 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003869 · doc4.xml · derivative · entry 1 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74.3953 Underlying: Common Stock · 0.6086 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Deferred Stock Units acquired through dividend reinvestment during the fiscal year pursuant to the Independent Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. F3 · derivative.expiration_date: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. Read SEC document |
| January 08, 2025 Filed Jan 10, 2025 11:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 22.5536 | $108.50 | $2,447.07 |
DisclosureSEC source: 0001225208-25-000504 · doc4.xml · derivative · entry 3 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,531.2433 Underlying: Common Stock · 22.5536 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F4 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F3 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F3 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| January 08, 2025 Filed Jan 10, 2025 11:01 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units · Derivative | 21.2073 | $108.50 | $2,300.99 |
DisclosureSEC source: 0001225208-25-000504 · doc4.xml · derivative · entry 2 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,174.9772 Underlying: Common Stock · 21.2073 shares Expires not disclosed F1 · derivative.exercise_price: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F2 · kind: Dividend on stock units held in phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) reinvested in additional stock units pursuant to RSDCP. F1 · derivative.exercise_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F1 · derivative.expiration_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 01:08 UTC | PACCAR INC PCAR · Entity 2226 | GrantStock Units (RSDCP) · Derivative | 1,693 | $103.42 | $175,090.06 |
DisclosureSEC source: 0001225208-25-000079 · doc4.xml · derivative · entry 3 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,508.6897 Underlying: Common Stock · 1,693 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F3 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F3 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 01:08 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units · Derivative | 386.7724 | $103.42 | $40,000.00 |
DisclosureSEC source: 0001225208-25-000079 · doc4.xml · derivative · entry 2 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,153.7699 Underlying: Common Stock · 386.7724 shares Expires not disclosed F1 · derivative.exercise_price: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F2 · kind: Cash compensation deferred into phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for Non-Employee Directors (RSDCP). F1 · derivative.exercise_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F1 · derivative.expiration_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:25 UTC | CLOROX CO /DE/ CLX · Entity 3474 | GrantDeferred Stock Units · Derivative | 73.7867 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000190 · doc4.xml · derivative · entry 1 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73.7867 Underlying: Common Stock · 73.7867 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Receipt of Deferred Stock Units in lieu of receipt of quarterly director's fees. F3 · derivative.exercise_date: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. F3 · derivative.expiration_date: The Deferred Stock Units will be settled 100% in Clorox stock in connection with the reporting person's retirement or other termination of service as a Director. Read SEC document |
| December 04, 2024 Filed Dec 6, 2024 00:41 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 2.0614 | $118.41 | $244.09 |
DisclosureSEC source: 0001225208-24-010598 · doc4.xml · derivative · entry 3 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 815.6897 Underlying: Common Stock · 2.0614 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F4 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F3 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F3 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| December 04, 2024 Filed Dec 6, 2024 00:41 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units · Derivative | 1.9383 | $118.41 | $229.51 |
DisclosureSEC source: 0001225208-24-010598 · doc4.xml · derivative · entry 2 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 766.9975 Underlying: Common Stock · 1.9383 shares Expires not disclosed F1 · derivative.exercise_price: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F2 · kind: Dividend on stock units held in phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) reinvested in additional stock units pursuant to RSDCP. F1 · derivative.exercise_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F1 · derivative.expiration_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 22:00 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 4,011 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-24-000159 · wk-form4_1732312805.xml · nonDerivative · entry 1 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,011 Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 18:10 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units · Derivative | 407.9551 | $98.05 | $40,000.00 |
DisclosureSEC source: 0001225208-24-008971 · doc4.xml · derivative · entry 2 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 765.0592 Underlying: Common Stock · 407.9551 shares Expires not disclosed F1 · derivative.exercise_price: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F2 · kind: Cash compensation deferred into phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for Non-Employee Directors (RSDCP). F1 · derivative.exercise_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F1 · derivative.expiration_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. Read SEC document |
| September 05, 2024 Filed Sep 6, 2024 23:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units (RSDCP) · Derivative | 2.6283 | $92.57 | $243.30 |
DisclosureSEC source: 0001225208-24-008549 · doc4.xml · derivative · entry 3 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 813.6283 Underlying: Common Stock · 2.6283 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F4 · kind: Dividend on restricted stock units under PACCAR Restricted Stock and Deferred Compensation Plan (RSDCP) reinvested in additional restricted stock units pursuant to RSDCP. F3 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F3 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| September 05, 2024 Filed Sep 6, 2024 23:09 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units · Derivative | 1.1536 | $92.57 | $106.79 |
DisclosureSEC source: 0001225208-24-008549 · doc4.xml · derivative · entry 2 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357.1041 Underlying: Common Stock · 1.1536 shares Expires not disclosed F1 · derivative.exercise_price: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F2 · kind: Dividend on stock units held in phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) reinvested in additional stock units pursuant to RSDCP. F1 · derivative.exercise_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F1 · derivative.expiration_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:52 UTC | PACCAR INC PCAR · Entity 2226 | GrantStock Units (RSDCP) · Derivative | 810.0943 | $101.84 | $82,500.00 |
DisclosureSEC source: 0001225208-24-007158 · doc4.xml · derivative · entry 3 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810.0943 Underlying: Common Stock · 810.0943 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F3 · derivative.exercise_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. F3 · derivative.expiration_date: Restricted stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon satisfaction of all applicable vesting conditions. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:52 UTC | PACCAR INC PCAR · Entity 2226 | OtherStock Units · Derivative | 355.9505 | $101.84 | $36,250.00 |
DisclosureSEC source: 0001225208-24-007158 · doc4.xml · derivative · entry 2 Breber Pierre R · CIK 0001594960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355.9505 Underlying: Common Stock · 355.9505 shares Expires not disclosed F1 · derivative.exercise_price: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F2 · kind: Cash compensation deferred into phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for Non-Employee Directors (RSDCP). F1 · derivative.exercise_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. F1 · derivative.expiration_date: Stock units held in deferred phantom stock account under PACCAR Restricted Stock and Deferred Compensation Plan for non-Employee Directors (RSDCP) convertible to PACCAR common stock on a 1-for-1 basis upon termination of the Reporting Person's status as a non-employee director. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 23:39 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 10,423 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-24-003232 · form4.xml · derivative · entry 6 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,423 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_price: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. F2 · shares: During the vesting period, the restricted stock units accrued dividend equivalents in the form of additional restricted stock units. F1 · price: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. F2 · derivative.exercise_date: During the vesting period, the restricted stock units accrued dividend equivalents in the form of additional restricted stock units. F2 · derivative.expiration_date: During the vesting period, the restricted stock units accrued dividend equivalents in the form of additional restricted stock units. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 23:39 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 1,037 | $147.43 | $152,884.91 |
DisclosureSEC source: 0001127602-24-003232 · form4.xml · nonDerivative · entry 3 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,103 Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 23:39 UTC | CHEVRON CORP CVX · Entity 2804 | Disposition to issuerCommon Stock | 10,423 | $147.43 | $1,536,662.89 |
DisclosureSEC source: 0001127602-24-003232 · form4.xml · nonDerivative · entry 2 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,140 Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 23:39 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 10,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003232 · form4.xml · nonDerivative · entry 1 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,563 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 · price: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Read SEC document |
| December 18, 2023 Filed Dec 21, 2023 02:24 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 366 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030218 · form4.xml · derivative · entry 5 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,854 Underlying: Common Stock · 366 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. F4 · derivative.exercise_price: Restricted stock units granted on January 26, 2022 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2027. F4 · derivative.exercise_date: Restricted stock units granted on January 26, 2022 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2027. F4 · derivative.expiration_date: Restricted stock units granted on January 26, 2022 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2027. F5 · balance_after: This number includes dividend equivalents (570 shares). Read SEC document |
| December 18, 2023 Filed Dec 21, 2023 02:24 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 366 | $149.68 | $54,782.88 |
DisclosureSEC source: 0001127602-23-030218 · form4.xml · nonDerivative · entry 2 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,140 F2 · kind: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. Read SEC document |
| December 18, 2023 Filed Dec 21, 2023 02:24 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030218 · form4.xml · nonDerivative · entry 1 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,506 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 · balance_after: This number includes 119 restricted stock units accrued as dividend equivalents on the restricted stock units granted to the reporting person on 01/25/2023 under the Chevron Corporation 2022 Long-Term Incentive Plan. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:18 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $103.71 | $0.00 |
DisclosureSEC source: 0001127602-23-022549 · form4.xml · derivative · entry 5 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,300 Underlying: Common Stock · 25,000 shares Expires 2025-01-28 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. F3 · derivative.exercise_date: Option granted 1/28/2015. One-third of the shares subject to the option vested on each of the first, second and third anniversaries of the date of grant. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:18 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 25,000 | $164.00 | $4,100,000.00 |
DisclosureSEC source: 0001127602-23-022549 · form4.xml · nonDerivative · entry 4 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,021 Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:18 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 25,000 | $103.71 | $2,592,750.00 |
DisclosureSEC source: 0001127602-23-022549 · form4.xml · nonDerivative · entry 3 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,021 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 · balance_after: This number includes the acquisition of dividend equivalent accruals on restricted stock units (113) issued under the Chevron Corporation 2022 Long-Term Incentive Plan. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 22:15 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 9,120 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003162 · form4.xml · derivative · entry 5 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,120 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_price: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units. The restricted stock units are payable in cash and vested on January 31, 2023. F1 · derivative.exercise_date: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units. The restricted stock units are payable in cash and vested on January 31, 2023. F1 · derivative.expiration_date: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units. The restricted stock units are payable in cash and vested on January 31, 2023. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 22:15 UTC | CHEVRON CORP CVX · Entity 2804 | Disposition to issuerCommon Stock | 9,120 | $174.02 | $1,587,062.40 |
DisclosureSEC source: 0001127602-23-003162 · form4.xml · nonDerivative · entry 2 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,908 Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 22:15 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 9,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003162 · form4.xml · nonDerivative · entry 1 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,028 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 · price: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units. The restricted stock units are payable in cash and vested on January 31, 2023. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 21:24 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 23,000 | $0.00 Strike: $179.08 | $0.00 |
DisclosureSEC source: 0001127602-23-002440 · form4.xml · derivative · entry 4 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 Underlying: Common Stock · 23,000 shares Expires 2033-01-25 F2 · derivative.exercise_date: One-third of the shares subject to the option vest on January 31, 2024, January 31, 2025 and January 31, 2026, respectively. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 21:24 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 5,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002440 · form4.xml · nonDerivative · entry 1 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,908 F1 · shares: Restricted stock units granted under the Chevron Corporation 2022 Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units. One-third of the shares subject to this award vest on January 31, 2024, January 31, 2025 and January 31, 2026, respectively, and will settle in shares of Chevron common stock on the date of vesting. Shares issued upon vesting are subject to a two-year post-vesting holding period, which is removed upon termination of employment. Read SEC document |
| December 16, 2022 Filed Dec 21, 2022 00:36 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 548 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028019 · form4.xml · derivative · entry 14 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,764 Underlying: Common Stock · 548 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. F9 · derivative.exercise_price: Restricted stock units granted on January 27, 2021 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2026. F9 · derivative.exercise_date: Restricted stock units granted on January 27, 2021 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2026. F9 · derivative.expiration_date: Restricted stock units granted on January 27, 2021 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2026. F10 · balance_after: This number includes dividend equivalents (972 shares). Read SEC document |
| December 16, 2022 Filed Dec 21, 2022 00:36 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028019 · form4.xml · derivative · entry 13 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,974 Underlying: Common Stock · 286 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. F7 · derivative.exercise_price: Restricted stock units granted on January 29, 2020 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2025. F7 · derivative.exercise_date: Restricted stock units granted on January 29, 2020 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2025. F7 · derivative.expiration_date: Restricted stock units granted on January 29, 2020 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2025. F8 · balance_after: Between December 18, 2021 and December 16, 2022, the reporting person acquired dividend equivalents (336 shares). Read SEC document |
| December 16, 2022 Filed Dec 21, 2022 00:36 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 194 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028019 · form4.xml · derivative · entry 12 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,028 Underlying: Common Stock · 194 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: Restricted stock units granted on January 30, 2019 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2024. F5 · derivative.exercise_date: Restricted stock units granted on January 30, 2019 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2024. F5 · derivative.expiration_date: Restricted stock units granted on January 30, 2019 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2024. F6 · balance_after: Between December 18, 2021 and December 16, 2022, the reporting person acquired dividend equivalents (335 shares). Read SEC document |
| December 16, 2022 Filed Dec 21, 2022 00:36 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 91 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028019 · form4.xml · derivative · entry 11 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,120 Underlying: Common Stock · 91 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. F3 · derivative.exercise_price: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F3 · derivative.exercise_date: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F3 · derivative.expiration_date: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F4 · balance_after: Between December 18, 2021 and December 16, 2022, the reporting person acquired dividend equivalents (302 shares). Read SEC document |
| December 16, 2022 Filed Dec 21, 2022 00:36 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 548 | $168.72 | $92,458.56 |
DisclosureSEC source: 0001127602-22-028019 · form4.xml · nonDerivative · entry 8 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 F1 · kind: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. Read SEC document |
| December 16, 2022 Filed Dec 21, 2022 00:36 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 548 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028019 · form4.xml · nonDerivative · entry 7 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556 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 16, 2022 Filed Dec 21, 2022 00:36 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 286 | $168.72 | $48,253.92 |
DisclosureSEC source: 0001127602-22-028019 · form4.xml · nonDerivative · entry 6 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 F1 · kind: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. Read SEC document |
| December 16, 2022 Filed Dec 21, 2022 00:36 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 286 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028019 · form4.xml · nonDerivative · entry 5 Breber Pierre R · CIK 0001594960 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294 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.