Jr Stephen M Ward

CIK 1164644 · View on SEC EDGAR ↗

Insider

First SEC filing: Oct. 15, 2020 · Latest: Oct. 15, 2020

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 77 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

77 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
May 30, 2023 AI S 10b5-1 120,000 $42.09 $5,050,800 546,495 Direct -18.00% Disposed -75.4% (price as of 2026-08-20)
Sept. 27, 2022 AI S 12,500 $12.90 $161,250 546,495 Direct -2.24% Disposed -19.6% (price as of 2026-08-20)
July 1, 2021 AI S 10b5-1 4,002 $63.91 $255,768 480,089 Direct -0.83% Disposed -83.8% (price as of 2026-08-20)
July 1, 2021 AI S 10b5-1 9,121 $63.30 $577,359 484,091 Direct -1.85% Disposed -83.6% (price as of 2026-08-20)
July 1, 2021 AI S 10b5-1 6,877 $62.39 $429,056 493,212 Direct -1.38% Disposed -83.4% (price as of 2026-08-20)
June 11, 2021 AI S 10b5-1 20,000 $60.03 $1,200,600 490,557 Direct -3.92% Disposed -82.7% (price as of 2026-08-20)
March 10, 2021 AI S 100 $89.72 $8,972 510,557 Direct -0.02% Disposed -88.4% (price as of 2026-08-20)
March 10, 2021 AI S 700 $88.99 $62,293 510,657 Direct -0.14% Disposed -88.3% (price as of 2026-08-20)
March 10, 2021 AI S 1,200 $87.86 $105,432 511,357 Direct -0.23% Disposed -88.2% (price as of 2026-08-20)
March 10, 2021 AI S 900 $87.02 $78,318 512,557 Direct -0.18% Disposed -88.1% (price as of 2026-08-20)
March 10, 2021 AI S 400 $85.95 $34,380 513,457 Direct -0.08% Disposed -87.9% (price as of 2026-08-20)
March 10, 2021 AI S 4,524 $84.59 $382,685 513,857 Direct -0.87% Disposed -87.7% (price as of 2026-08-20)
March 10, 2021 AI S 3,176 $83.87 $266,371 518,381 Direct -0.61% Disposed -87.6% (price as of 2026-08-20)
March 9, 2021 AI S 700 $88.42 $61,894 521,557 Direct -0.13% Disposed -88.3% (price as of 2026-08-20)
March 9, 2021 AI S 8,100 $87.63 $709,803 522,257 Direct -1.53% Disposed -88.2% (price as of 2026-08-20)
March 9, 2021 AI S 17,455 $86.58 $1,511,254 530,357 Direct -3.19% Disposed -88.0% (price as of 2026-08-20)
March 9, 2021 AI S 45,816 $85.52 $3,918,184 547,812 Direct -7.72% Disposed -87.9% (price as of 2026-08-20)
March 9, 2021 AI S 59,478 $84.76 $5,041,355 593,628 Direct -9.11% Disposed -87.8% (price as of 2026-08-20)
March 9, 2021 AI S 14,912 $83.90 $1,251,117 653,106 Direct -2.23% Disposed -87.6% (price as of 2026-08-20)
March 8, 2021 AI S 700 $92.31 $64,617 668,018 Direct -0.10% Disposed -88.8% (price as of 2026-08-20)
March 8, 2021 AI S 1,400 $91.49 $128,086 668,718 Direct -0.21% Disposed -88.7% (price as of 2026-08-20)
March 8, 2021 AI S 2,900 $90.31 $261,899 670,118 Direct -0.43% Disposed -88.5% (price as of 2026-08-20)
Oct. 28, 2014 CRS P 4,100 $49.28 $202,048 11,170 Direct +57.99% Acquired 911.6% (price as of 2026-08-20)

Showing latest 100 of 190 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Oct. 13, 2025 CRS Director Stock Option (Right to Buy) Common Stock (3,433) $34.76 Oct. 13, 2025 3,433 Disposed
Oct. 7, 2025 CRS Director Stock Option (Right to Buy) Common Stock (304) $256.27 Oct. 7, 2035 304 Acquired
Oct. 7, 2025 CRS Director Stock Units Common Stock (557) — — 557 Acquired
Oct. 3, 2025 AI Stock Option (Right to Buy) Class A Common Stock (30,264) $19.16 Oct. 2, 2035 30,264 Acquired
Oct. 14, 2024 CRS Director Stock Option (Right to Buy) Common Stock (2,445) $42.81 Oct. 14, 2024 2,445 Disposed
Oct. 8, 2024 CRS Director Stock Options (Right to Buy) Common Stock (438) $161.38 Oct. 8, 2034 438 Acquired
Oct. 8, 2024 CRS Director Stock Units Common Stock (837) — — 837 Acquired
Oct. 2, 2024 AI Stock Option (Right to Buy) Class A Common Stock (24,993) $22.89 Oct. 1, 2034 24,993 Acquired
Oct. 15, 2023 CRS Director Stock Option (Right to Buy) Common Stock (1,227) $59.32 Oct. 15, 2023 1,227 Disposed
Oct. 10, 2023 CRS Director Stock Options (Right to Buy) Common Stock (1,028) $70.64 Oct. 10, 2033 1,028 Acquired
Oct. 10, 2023 CRS Director Stock Units Common Stock (1,912) — — 1,912 Acquired
Oct. 4, 2023 AI Stock Option (Right to Buy) Class A Common Stock (24,098) $24.11 Oct. 3, 2033 24,098 Acquired
May 30, 2023 AI Stock Option (Right to Buy) Class A Common Stock (48,559) $4.68 Oct. 18, 2029 48,559 Disposed
May 30, 2023 AI Stock Option (Right to Buy) Class A Common Stock (66,629) $3.90 Nov. 27, 2028 66,629 Disposed
May 30, 2023 AI Stock Option (Right to Buy) Class A Common Stock (4,812) $2.04 Nov. 7, 2027 4,812 Disposed
Oct. 11, 2022 CRS Director Stock Options (right to buy) Common Stock (2,408) $34.30 Oct. 11, 2032 2,408 Acquired
Oct. 11, 2022 CRS Director Stock Units Common Stock (3,646) — — 3,646 Acquired
Oct. 5, 2022 AI Stock Option (Right to Buy) Class A Common Stock (53,226) $13.49 Oct. 4, 2032 53,226 Acquired
Sept. 27, 2022 AI Stock Option (Right to Buy) Class A Common Stock (78,906) $2.04 Nov. 7, 2027 78,906 Disposed
Oct. 12, 2021 CRS Director Stock Options (right to buy) Common Stock (2,826) $33.43 Oct. 12, 2031 2,826 Acquired
Oct. 12, 2021 CRS Director Stock Units Common Stock (3,441) — — 3,441 Acquired
Oct. 6, 2021 AI Stock Option (Right to Buy) Class A Common Stock (18,147) $44.44 Oct. 5, 2031 18,147 Acquired
July 1, 2021 AI Stock Option (Right to Buy) Class A Common Stock (12,532) $2.04 Nov. 7, 2027 12,532 Disposed
Dec. 11, 2020 AI Series D Convertible Preferred Stock Class A Common Stock (61,847) — — 61,847 Disposed
Dec. 11, 2020 AI Series B-1A* Convertible Preferred Stock Class A Common Stock (60,376) — — 60,376 Disposed
Dec. 11, 2020 AI Series B* Convertible Preferred Stock Class A Common Stock (102,500) — — 102,500 Disposed
Oct. 13, 2020 CRS Director Stock Options (right to buy) Common Stock (6,500) $18.26 Oct. 13, 2030 6,500 Acquired
Oct. 13, 2020 CRS Director Stock Units Common Stock (6,299) — — 6,299 Acquired
Sept. 9, 2020 AI Stock Option (Right to Buy) Class A Common Stock (62,500) $1.86 Nov. 29, 2026 62,500 Disposed
Sept. 9, 2020 AI Stock Option (Right to Buy) Class A Common Stock (50,000) $1.68 July 18, 2026 50,000 Disposed
Sept. 9, 2020 AI Stock Option (Right to Buy) Class A Common Stock (38,789) $1.68 Oct. 19, 2025 38,789 Disposed
Sept. 9, 2020 AI Stock Option (Right to Buy) Class A Common Stock (38,798) $1.56 Nov. 20, 2024 38,798 Disposed
Aug. 27, 2020 AI Stock Option (Right to Buy) Class A Common Stock (151,333) $11.16 Aug. 26, 2030 151,333 Acquired
Oct. 8, 2019 CRS Director Stock Options (right to buy) Common Stock (2,318) $48.72 Oct. 8, 2029 2,318 Acquired
Oct. 8, 2019 CRS Director Stock Units Common Stock (2,362) — — 2,362 Acquired
July 19, 2019 CRS Director Stock Options (right to buy) Common Stock (2,358) $17.29 July 29, 2019 2,358 Disposed
Oct. 9, 2018 CRS Director Stock Options Common Stock (1,886) $58.48 Oct. 9, 2028 1,886 Acquired
Oct. 9, 2018 CRS Director Stock Units Common Stock (1,796) — — 1,796 Acquired
Sept. 21, 2018 CRS Director Stock Options (Right to Buy) Common Stock (8,000) $22.35 Oct. 13, 2028 8,000 Disposed
Oct. 10, 2017 CRS Director Stock Options Right to Buy Common Stock (2,416) $49.52 Oct. 10, 2027 2,416 Acquired
Oct. 10, 2017 CRS Director Stock Units Common Stock (2,121) — — 2,121 Acquired
Oct. 11, 2016 CRS Director Stock Options (right to buy) Common Stock (3,275) $39.79 Oct. 11, 2026 3,275 Acquired
Oct. 11, 2016 CRS Director Stock Units Common Stock (2,640) — — 2,640 Acquired
Oct. 13, 2015 CRS Director Stock Options (Right to Buy) Common Stock (3,433) $34.76 Oct. 13, 2025 3,433 Acquired
Oct. 13, 2015 CRS Director Stock Units Common Stock (2,590) — — 2,590 Acquired
Oct. 14, 2014 CRS Director Stock Options (Right to Buy) Common Stock (2,445) $42.81 Oct. 14, 2024 2,445 Acquired
Oct. 14, 2014 CRS Director Stock Units Common Stock (2,104) — — 2,104 Acquired
Oct. 15, 2013 CRS Director Stock Option (Right to Buy) Common Stock (1,227) $59.32 Oct. 15, 2023 1,227 Acquired
Oct. 15, 2013 CRS Director Stock Units Common Stock (1,518) — — 1,518 Acquired
Oct. 8, 2012 CRS Stock Options Common Stock (1,397) $52.93 Oct. 8, 2022 1,397 Acquired
Oct. 8, 2012 CRS Stock Units Common Stock (1,702) — — 1,702 Acquired
Oct. 10, 2011 CRS Director Stock Option (right to buy) Common Stock (769) $47.51 Oct. 10, 2021 769 Acquired
Oct. 10, 2011 CRS Director Stock Units Common Stock (1,896) — — 1,896 Acquired
March 15, 2011 CRS Director Stock Option (right to buy) Common Stock (4,000) $13.20 April 25, 2012 4,000 Disposed
Oct. 11, 2010 CRS Director Stock Option (right to buy) Common Stock (1,005) $35.92 Oct. 11, 2020 1,005 Acquired
Oct. 11, 2010 CRS Director Stock Units Common Stock (2,506) — — 2,506 Acquired
July 29, 2009 CRS Stock Units Common Stock (5,206) — — 5,206 Acquired
July 29, 2009 CRS Stock Options common stock (2,358) $17.29 July 29, 2019 2,358 Acquired
Oct. 13, 2008 CRS Stock Units Common Stock (2,013) — — 2,013 Acquired
Oct. 13, 2008 CRS Stock Options Common Stock (8,000) $22.35 Oct. 13, 2018 8,000 Acquired
Oct. 15, 2007 CRS Stock Units Common Stock (354) — — 354 Acquired
Oct. 15, 2007 CRS Stock Option (Right to Buy) Common Stock (1,807) $127.07 Oct. 15, 2017 1,807 Acquired
May 21, 2007 CRS Director Stock Option (Right to Buy) Common Stock (4,000) $25.59 Oct. 27, 2013 4,000 Disposed
May 21, 2007 CRS Director Stock Option (Right to Buy) Common Stock (4,000) $23.23 Oct. 22, 2011 4,000 Disposed
March 26, 2007 CRS Director Stock Option (Right to Buy) Common Stock (4,000) $10.45 Oct. 28, 2012 4,000 Disposed
Oct. 30, 2006 CRS Stock Option (Right to Buy) Common Stock (2,000) $107.74 Oct. 30, 2016 2,000 Acquired
Oct. 16, 2006 CRS Stock Units Common Stock (395) — — 395 Acquired
Oct. 24, 2005 CRS Stock Units Common Stock (765) — — 765 Acquired
April 29, 2005 IBM Phantom Stock Unit Common Stock (8) — — 8 Acquired
April 15, 2005 IBM Phantom Stock Unit Common Stock (4) — — 4 Acquired
March 31, 2005 IBM Phantom Stock Unit Common Stock (382) — — 382 Acquired
March 31, 2005 IBM Phantom Stock Unit Common Stock (1,273) — — 1,273 Acquired
March 8, 2005 IBM Emp. Stock Option (right to buy) Common Stock (6,814) $92.12 March 7, 2015 6,814 Acquired
Feb. 8, 2005 IBM Phantom Stock Unit Common Stock (11) — — 11 Acquired
Feb. 1, 2005 IBM Rst. Stock Unit Common Stock (5,010) — — 5,010 Acquired
Feb. 1, 2005 IBM Rst. Stock Unit Common Stock (1,733) — — 1,733 Acquired
Feb. 1, 2005 IBM Rst. Stock Unit Common Stock (1,733) — — 1,733 Disposed
Dec. 31, 2004 IBM Phantom Stock Unit Common Stock (6) — — 6 Acquired
Dec. 15, 2004 IBM Phantom Stock Unit Common Stock (6) — — 6 Acquired
Nov. 30, 2004 IBM Phantom Stock Unit Common Stock (6) — — 6 Acquired
Nov. 15, 2004 IBM Phantom Stock Unit Common Stock (6) — — 6 Acquired
Nov. 8, 2004 IBM Phantom Stock Unit Common Stock (11) — — 11 Acquired
Oct. 29, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
Oct. 25, 2004 CRS Stock Units Common Stock (963) — — 963 Acquired
Oct. 15, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
Sept. 30, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
Sept. 15, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
Aug. 31, 2004 IBM Phantom Stock Unit Common Stock (9,965) — — 9,965 Disposed
Aug. 31, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
Aug. 31, 2004 IBM Rst. Stock Unit Common Stock (7,500) — — 7,500 Acquired
Aug. 31, 2004 IBM Rst. Stock Unit Common Stock (7,500) — — 7,500 Disposed
Aug. 13, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
Aug. 6, 2004 IBM Phantom Stock Unit Common Stock (33) — — 33 Acquired
July 30, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
July 15, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
June 30, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
June 15, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
May 28, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
May 14, 2004 IBM Phantom Stock Unit Common Stock (7) — — 7 Acquired
May 6, 2004 IBM Phantom Stock Unit Common Stock (31) — — 31 Acquired

Showing latest 100 of 125 transactions

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 8 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Dec. 8, 2020 AI Class A Common Stock 448,295 Direct
Dec. 8, 2020 AI Stock Option (Right to Buy)→ Class A Common Stock (96,250) 96,250 Direct
Dec. 8, 2020 AI Stock Option (Right to Buy)→ Class A Common Stock (88,833) 88,833 Direct
Dec. 8, 2020 AI Stock Option (Right to Buy)→ Class A Common Stock (203,931) 203,931 Direct
Dec. 8, 2020 AI Stock Option (Right to Buy)→ Class A Common Stock (151,333) 151,333 Direct
Dec. 8, 2020 AI Series B* Convertible Preferred Stock→ Class A Common Stock (102,500) 102,500 Direct
Dec. 8, 2020 AI Series B-1A* Convertible Preferred Stock→ Class A Common Stock (60,376) 60,376 Direct
Dec. 8, 2020 AI Series D Convertible Preferred Stock→ Class A Common Stock (61,847) 61,847 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

IBM

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2004 $436,250 $1,162,700 $0 — — — $30,338 —

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.