| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | IBM | Common Stock | +Options Exercise | $0 | +3,673 | +6.18% | $0.00 | 63,153 | Jun 8, 2024 | Direct | |
| transaction | IBM | Common Stock | -Tax liability | -$314,303 | -1,852 | -2.93% | $169.71 | 61,301 | Jun 8, 2024 | Direct | |
| transaction | IBM | Common Stock | +Options Exercise | $0 | +3,442 | +5.61% | $0.00 | 64,743 | Jun 8, 2024 | Direct | |
| transaction | IBM | Common Stock | -Tax liability | -$294,617 | -1,736 | -2.68% | $169.71 | 63,007 | Jun 8, 2024 | Direct | |
| transaction | IBM | Common Stock | -Gift | $0 | -18,000 | -28.57% | $0.00 | 45,007 | Jun 10, 2024 | Direct | |
| holding | IBM | Common Stock | 18,000 | Jun 8, 2024 | Trust | F1 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | IBM | Rst. Stock Unit | -Options Exercise | $0 | -3,673 | -100% | $0.00 | 0 | Jun 8, 2024 | Common Stock | 3,673 | $0.00 | Direct | F2, F3, F4 |
| transaction | IBM | Rst. Stock Unit | -Options Exercise | $0 | -3,442 | -49.99% | $0.00 | 3,443 | Jun 8, 2024 | Common Stock | 3,442 | $0.00 | Direct | F3, F4, F5 |
| Id | Content |
|---|---|
| F1 | On 06/10/24, the reporting person transferred 18,000 shares to a trust for the benefit of his immediate family. The reporting person remains the indirect beneficial owner of the shares held in the trust. |
| F2 | On 06/08/20, the reporting person was granted 14,207 RSUs, 3,551 of which vested on 06/08/21, 3,551 of which vested on 06/08/22, 3,551 of which vested on 06/08/23, and 3,554 of which vested on 06/08/24. In connection with the spin-off of Kyndryl Holdings, Inc. on November 3, 2021, unvested Issuer restricted stock units were adjusted to reflect additional restricted stock units, which additional restricted stock units are included in the figures above. |
| F3 | These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. |
| F4 | Release of restricted stock units. |
| F5 | On 06/08/21, the reporting person was granted 13,325 RSUs, 3,331 of which vested on 06/08/22, 3,331 of which vested on 06/08/23, 3,331 of which vested on 06/08/24, and 3,332 of which will vest on 06/08/25. In connection with the spin-off of Kyndryl Holdings, Inc. on November 3, 2021, unvested Issuer restricted stock units were adjusted to reflect additional restricted stock units, which additional restricted stock units are included in the figures above. |