This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Patrick Shanahan
Defense (joined: July 18, 2017)
Deputy Secretary | Financial Disclosure »
Bio, via Department of Defense:
Mr. Shanahan most recently served as Boeing senior vice president, Supply Chain & Operations. A Washington state native, Mr. Shanahan joined Boeing in 1986 and spent over three decades with the company. He previously worked as senior vice president of Commercial Airplane Programs, managing profit and loss for the 737, 747, 767, 777 and 787 programs and the operations at Boeing's principal manufacturing sites; as vice president and general manager of the 787 Dreamliner, leading the program during a critical development period; as vice president and general manager of Boeing Missile Defense Systems, overseeing the Ground-based Midcourse Defense system, Airborne Laser and Advanced Tactical Laser; and as vice president and general manager of Boeing Rotorcraft Systems, overseeing the Apache, Chinook and Osprey. He previously held leadership positions on the 757 program, 767 program and in the fabrication division. Mr. Shanahan is a Royal Aeronautical Society Fellow, Society of Manufacturing Engineers Fellow and American Institute of Aeronautics and Astronautics Associate Fellow. He served as a regent at the University of Washington for over five years. Mr. Shanahan holds a Bachelor of Science degree in mechanical engineering from the University of Washington and two advanced degrees from the Massachusetts Institute of Technology: a Master of Science degree in mechanical engineering, and an MBA from MIT’s Sloan School of Management.
Former Positions Outside Government
- The Boeing Company Senior Vice President
- The University of Washington Officer, Board of Regents
Former Compensation Sources
- The Boeing Company Oversight of the Company's manufacturing operations and supplier management functions.
Employment Assets
Description | Value | Income |
---|---|---|
The Boeing Company | $1,419,864 | |
The Boeing Company - Awards | ||
Annual Incentive Award for 2017 (anticipated) | $100,001 - $250,000 | None (or less than $201) |
Performance Awards (received) | $1,449,925 | |
Cash Performance Award (anticipated) | $500,001 - $1,000,000 | None (or less than $201) |
The Boeing Company - Restricted Stock Units | ||
Career Shares - Deferred Restricted Stock Units (unvested) | $1,000,001 - $5,000,000 | None (or less than $201) |
Restricted Stock Unit Awards (unvested) | $250,001 - $500,000 | None (or less than $201) |
Supplemental Restricted Stock Units Grant (unvested) | $1,000,001 - $5,000,000 | None (or less than $201) |
Performance Based Restricted Stock Units (unvested) | $250,001 - $500,000 | None (or less than $201) |
Restricted Stock Units (vested) | $500,001 - $1,000,000 | None (or less than $201) |
Performance Based Restricted Stock Units (vested) | $250,001 - $500,000 | None (or less than $201) |
The Boeing Company - Vested Stock Options | $1,000,001 - $5,000,000 | None (or less than $201) |
The Boeing Company - Defined Benefit Pension Value Plan (value not readily ascertainable): eligible for $7,131/mo. at age 55 | None (or less than $201) | |
The Boeing Company - Defined Benefit Supplemental Executive Retirement Plan (value not readily ascertainable): eligible for $25,556/mo at age 55 | None (or less than $201) | |
The Boeing Company Voluntary Investment Plan 401(K) | ||
The Boeing Stock Fund | $15,001 - $50,000 | $1,001 - $2,500 |
Russell 2000 Index Fund | $50,001 - $100,000 | $1,001 - $2,500 |
US Large Companies Fund | $250,001 - $500,000 | $5,001 - $15,000 |
International Index Fund | $100,001 - $250,000 | $2,501 - $5,000 |
S&P 500 Index Fund | $15,001 - $50,000 | $201 - $1,000 |
The Boeing Company Deferred Compensation Plan | ||
The Boeing Stock Fund | $100,001 - $250,000 | $5,001 - $15,000 |
The Boeing Company Supplemental Benefit Plan | ||
Fixed Interest Credit Fund | $250,001 - $500,000 | $15,001 - $50,000 |
International Index Fund | $15,001 - $50,000 | $201 - $1,000 |
The Boeing Company - payout of accrued vacation (anticipated) | $100,001 - $250,000 | None (or less than $201) |
Other Income/Assets
Description | Value | Income |
---|---|---|
US Credit Union Checking Account | $500,001 - $1,000,000 | $1,001 - $2,500 |
Accenture (ACN) | $1,001 - $15,000 | None (or less than $201) |
DBS Group (DBSDY) | $1,001 - $15,000 | None (or less than $201) |
Anheueser-Busch ADR (BUD) | $1,001 - $15,000 | $201 - $1,000 |
Aon (AON) | $1,001 - $15,000 | None (or less than $201) |
Ashtead Group ADR (ASHTY) | $1,001 - $15,000 | None (or less than $201) |
Assa Abloy ADR (ASAZY) | $1,001 - $15,000 | None (or less than $201) |
Assocd Brit Foods ADR (ASBFY) | $1,001 - $15,000 | None (or less than $201) |
Banca Mediolanum ADR (BNCDY) | $1,001 - $15,000 | None (or less than $201) |
BHP Billiton (BHP) | $1,001 - $15,000 | None (or less than $201) |
British American Tobacco ADR (BTI) | $1,001 - $15,000 | $201 - $1,000 |
Canadian National Railway (CNI) | $1,001 - $15,000 | None (or less than $201) |
Oklahoma State, Bond | $15,001 - $50,000 | None (or less than $201) |
Carlsberg ADR (CABGY) | $1,001 - $15,000 | None (or less than $201) |
US Brokerage Money Market Account (cash) #1 | $1,001 - $15,000 | None (or less than $201) |
Compass Group ADR (CMPGY) | $1,001 - $15,000 | None (or less than $201) |
Continental AG ADR (CTTAY) | $1,001 - $15,000 | None (or less than $201) |
Daiwa House ADR (DWAHY) | $1,001 - $15,000 | None (or less than $201) |
Fanuc Corporation ADR (FANUY) | $1,001 - $15,000 | None (or less than $201) |
Fresenius SE&KGAA ADR (FSNUY) | $1,001 - $15,000 | None (or less than $201) |
Medtronic (MDT) | $1,001 - $15,000 | None (or less than $201) |
Informa ADR (IFJPY) | $1,001 - $15,000 | None (or less than $201) |
Japan Tobacco ADR (JAPAY) | $1,001 - $15,000 | None (or less than $201) |
KBC Group ADR (KBCSY) | $1,001 - $15,000 | None (or less than $201) |
KDDI Corp (KDDIY) | $1,001 - $15,000 | None (or less than $201) |
Komatsu ADR (KMTUY) | $1,001 - $15,000 | None (or less than $201) |
Royal KPN NV ADR (KKPNY) | $1,001 - $15,000 | $201 - $1,000 |
Makita Corp (MKTAY) | $1,001 - $15,000 | None (or less than $201) |
Novartis AG (NVS) | $1,001 - $15,000 | $201 - $1,000 |
Prudential Public Limited (PUK) | $1,001 - $15,000 | None (or less than $201) |
Red Electra Corp ADR (RDEIY) | $1,001 - $15,000 | None (or less than $201) |
Relx PLC ADR (RELX) | $1,001 - $15,000 | None (or less than $201) |
Richemont ADR (CFRUY) | $1,001 - $15,000 | None (or less than $201) |
Royal Dutch Shell (RDS/A) | $1,001 - $15,000 | $201 - $1,000 |
Ryanair Holdings ADR (RYAAY) | $1,001 - $15,000 | None (or less than $201) |
Ryohin Keikaku ADR (RYKKY) | $1,001 - $15,000 | None (or less than $201) |
Sampo ADR (SAXPY) | $1,001 - $15,000 | $201 - $1,000 |
SAP SE (SAP) | $1,001 - $15,000 | None (or less than $201) |
Seven & I Holdings ADR (SVNDY) | $1,001 - $15,000 | None (or less than $201) |
Shire ADR (SHPG) | $1,001 - $15,000 | None (or less than $201) |
Entergy Corp (ETR) | $1,001 - $15,000 | None (or less than $201) |
Softbank Group ADR (SFTBY) | $1,001 - $15,000 | None (or less than $201) |
Sony Corporation (SNE) | $1,001 - $15,000 | None (or less than $201) |
Statoil ASA (STO) | $1,001 - $15,000 | None (or less than $201) |
Sumitomo Mitsui Financial Group ADR (SMFG) | $1,001 - $15,000 | $201 - $1,000 |
Suncor Energy (SU) | $1,001 - $15,000 | None (or less than $201) |
Swedbank ADR (SWDBY) | $1,001 - $15,000 | None (or less than $201) |
Telenor ASA ADR (TELNY) | $1,001 - $15,000 | None (or less than $201) |
Hasbro Inc (HAS) | $1,001 - $15,000 | None (or less than $201) |
Unilever PLC (UL) | $1,001 - $15,000 | None (or less than $201) |
Valeo ADR (VLEEY) | $1,001 - $15,000 | $201 - $1,000 |
Vinci ADR (VCISY) | $1,001 - $15,000 | None (or less than $201) |
Wolseley ADR (WOSYY) | $1,001 - $15,000 | None (or less than $201) |
Wolters Kluwer ADR (WTKWY) | $1,001 - $15,000 | None (or less than $201) |
Worldpay GRP ADR (WPYGY) | $1,001 - $15,000 | None (or less than $201) |
Hershey Company (HSY) | $1,001 - $15,000 | None (or less than $201) |
AbbVie (ABBV) | $1,001 - $15,000 | None (or less than $201) |
Allianz ADR (AZSEY) | $1,001 - $15,000 | $201 - $1,000 |
Ameriprise Financial (AMP) | $1,001 - $15,000 | None (or less than $201) |
Archer-Daniels-Midland Company (ADM) | $1,001 - $15,000 | None (or less than $201) |
Astrazeneca PLC (AZN) | $1,001 - $15,000 | $201 - $1,000 |
BAE Systems ADR (BAESY) | $1,001 - $15,000 | None (or less than $201) |
Bank of Montreal (BMO) | $1,001 - $15,000 | $1,001 - $2,500 |
BASF ADR (BASFY) | $1,001 - $15,000 | None (or less than $201) |
Best Buy Co (BBY) | $1,001 - $15,000 | $201 - $1,000 |
BP PLC (BP) | $1,001 - $15,000 | $201 - $1,000 |
CA Inc. (CA) | $1,001 - $15,000 | $201 - $1,000 |
Moody's Corp (MCO) | $1,001 - $15,000 | None (or less than $201) |
U.S. Brokerage Money Market Account (cash) #2 | $1,001 - $15,000 | None (or less than $201) |
Caterpillar, Inc (CAT) | None (or less than $1,001) | $1,001 - $2,500 |
Century Link Inc (CTL) | $15,001 - $50,000 | $1,001 - $2,500 |
Chevron Corporation (CVX) | None (or less than $1,001) | $201 - $1,000 |
Cisco Systems (CSCO) | None (or less than $1,001) | $201 - $1,000 |
CNOOC Limited (CEO) | $1,001 - $15,000 | $201 - $1,000 |
Coca-Cola European Partners (CCE) | $1,001 - $15,000 | None (or less than $201) |
Credit Suisse Group ADR (CS) | $1,001 - $15,000 | None (or less than $201) |
Cummins Inc (CMI) | $1,001 - $15,000 | $201 - $1,000 |
Darden Restaurants, Inc. (DRI) | $1,001 - $15,000 | None (or less than $201) |
Dow Chemical (DOW) | $1,001 - $15,000 | $201 - $1,000 |
Emerson Electric (EMR) | $15,001 - $50,000 | $201 - $1,000 |
Gazprom PJSC ADR (OGZPY) | $1,001 - $15,000 | $201 - $1,000 |
GlaxoSmithKline (GSK) | $1,001 - $15,000 | $201 - $1,000 |
HSBC Holdings (HSBC) | $1,001 - $15,000 | $201 - $1,000 |
Intel Corp (INTC) | $1,001 - $15,000 | $201 - $1,000 |
International Business Machines (IBM) | $15,001 - $50,000 | $201 - $1,000 |
International Paper Company (IP) | $15,001 - $50,000 | $201 - $1,000 |
Kimberly-Clark (KMB) | $1,001 - $15,000 | $1,001 - $2,500 |
Kohl's (KSS) | $1,001 - $15,000 | $201 - $1,000 |
LyondellBassell Industries (LYB) | $1,001 - $15,000 | $201 - $1,000 |
Macy's (M) | $1,001 - $15,000 | $201 - $1,000 |
Marathon Petroleum (MPC) | $1,001 - $15,000 | None (or less than $201) |
Merck & Company (MRK) | $1,001 - $15,000 | $201 - $1,000 |
MetLife (MET) | $1,001 - $15,000 | $201 - $1,000 |
Mitsui & Co ADR (MITSY) | $1,001 - $15,000 | $201 - $1,000 |
Tyson Foods (TSN) | $1,001 - $15,000 | None (or less than $201) |
Mobile TeleSystems PJSC (MBT) | $1,001 - $15,000 | $201 - $1,000 |
Mosaic Company (MOS) | $1,001 - $15,000 | None (or less than $201) |
Nucor Corporation (NUE) | $1,001 - $15,000 | $201 - $1,000 |
Oil Co Lukoil PJSC ADR (LUKOY) | $15,001 - $50,000 | $1,001 - $2,500 |
Packaging Corporation of America (PKG) | $1,001 - $15,000 | None (or less than $201) |
Pfizer (PFE) | $1,001 - $15,000 | $201 - $1,000 |
POSCO (PKX) | $1,001 - $15,000 | None (or less than $201) |
Principal Financial Group (PFG) | $1,001 - $15,000 | $201 - $1,000 |
Procter & Gamble (PG) | $1,001 - $15,000 | None (or less than $201) |
Prudential Financial (PRU) | $1,001 - $15,000 | $201 - $1,000 |
Qualcomm Incorporated (QCOM) | $15,001 - $50,000 | $201 - $1,000 |
Royal Bank of Canada (RY) | $1,001 - $15,000 | $201 - $1,000 |
Societe Generale (SCGLY) | $1,001 - $15,000 | None (or less than $201) |
Edison International (EIX) | $1,001 - $15,000 | None (or less than $201) |
SK Telecom LTD (SKM) | $1,001 - $15,000 | $201 - $1,000 |
Swiss RE AG ADR (SSREY) | $1,001 - $15,000 | $201 - $1,000 |
Target Corporation (TGT) | $1,001 - $15,000 | $201 - $1,000 |
Total SA (TOT) | $1,001 - $15,000 | $201 - $1,000 |
UBS Group AG (UBS) | $1,001 - $15,000 | None (or less than $201) |
UPM-KYMMENE Corp ADR (UPMKY) | $1,001 - $15,000 | $201 - $1,000 |
Valero Energy (VLO) | $1,001 - $15,000 | $201 - $1,000 |
Viacom (VIAB) | $1,001 - $15,000 | None (or less than $201) |
Wal-Mart Stores (WMT) | $1,001 - $15,000 | None (or less than $201) |
Western Digital Corporation (WDC) | $15,001 - $50,000 | None (or less than $201) |
Western Union Company (WU) | $1,001 - $15,000 | $201 - $1,000 |
Westrock Company (WRK) | $1,001 - $15,000 | None (or less than $201) |
Dell Technologies Inc Class V (DVMT) | $1,001 - $15,000 | None (or less than $201) |
Vanguard FTSE Emerging Markets ETF (VWO) | $15,001 - $50,000 | $201 - $1,000 |
Arizone State, Bonds | $50,001 - $100,000 | $5,001 - $15,000 |
California State, Bond | $15,001 - $50,000 | $2,501 - $5,000 |
US Brokerage Money Market Account #3 | $15,001 - $50,000 | None (or less than $201) |
Chicago, Ill, Bond | $15,001 - $50,000 | $1,001 - $2,500 |
Colorado State, Bond | $15,001 - $50,000 | $201 - $1,000 |
Denver, CO, Bond | $15,001 - $50,000 | $201 - $1,000 |
District of Columbia, Bond | $15,001 - $50,000 | $201 - $1,000 |
Fairfax County, VA, Bond | $15,001 - $50,000 | $2,501 - $5,000 |
Florida State, Bond | $15,001 - $50,000 | $1,001 - $2,500 |
Illinois State, Bonds | $15,001 - $50,000 | $2,501 - $5,000 |
Indiana State, Bond | $15,001 - $50,000 | $2,501 - $5,000 |
Massachusetts State, Bond | $15,001 - $50,000 | $1,001 - $2,500 |
New York MTA, Bond | $15,001 - $50,000 | $201 - $1,000 |
Miami-Dade County, FL, Bond | None (or less than $1,001) | $1,001 - $2,500 |
Michigan State, Bond | $15,001 - $50,000 | $201 - $1,000 |
Nebraska State, Bond | $15,001 - $50,000 | $1,001 - $2,500 |
New York City, New York, Bond | None (or less than $1,001) | $1,001 - $2,500 |
New York State, Bond | $50,001 - $100,000 | $5,001 - $15,000 |
Norfolk, VA, Bonds | $15,001 - $50,000 | $1,001 - $2,500 |
Oregon State, Bond | $15,001 - $50,000 | $1,001 - $2,500 |
Virginia State, Bonds | $100,001 - $250,000 | $5,001 - $15,000 |
Wisconsin State, Bond | $15,001 - $50,000 | $201 - $1,000 |
Aflac (AFL) | None (or less than $1,001) | $201 - $1,000 |
American Express Company (AXP) | None (or less than $1,001) | $5,001 - $15,000 |
Amgen (AMGN) | $1,001 - $15,000 | $201 - $1,000 |
Applied Materials (AMAT) | $1,001 - $15,000 | $1,001 - $2,500 |
Avery Dennison (AVY) | $1,001 - $15,000 | $1,001 - $2,500 |
Baxter International (BAX) | $1,001 - $15,000 | $1,001 - $2,500 |
Broadcom Limited (AVGO) | $1,001 - $15,000 | $201 - $1,000 |
US Brokerage Money Market Account #5 | $1,001 - $15,000 | None (or less than $201) |
CBS Corporation (CBS) | None (or less than $1,001) | $1,001 - $2,500 |
Citrix Systems (CTXS) | None (or less than $1,001) | $1,001 - $2,500 |
Comerica (CMA) | $1,001 - $15,000 | $1,001 - $2,500 |
CSX Corporations (CSX) | None (or less than $1,001) | $2,501 - $5,000 |
Dr. Pepper Snapple Group (DPS) | None (or less than $1,001) | $5,001 - $15,000 |
Eastman Chemical (EMN) | $1,001 - $15,000 | $201 - $1,000 |
Edwards Lifesciences (EW) | $1,001 - $15,000 | $2,501 - $5,000 |
Facebook (FB) | $1,001 - $15,000 | $201 - $1,000 |
General Dynamic (GD) | None (or less than $1,001) | $201 - $1,000 |
General Motors (GM) | $1,001 - $15,000 | $201 - $1,000 |
Haliburton (HAL) | $1,001 - $15,000 | $201 - $1,000 |
Home Depot (HD) | $1,001 - $15,000 | $1,001 - $2,500 |
McDonald's (MCD) | $1,001 - $15,000 | $201 - $1,000 |
Mohawk Industries (MHK) | $1,001 - $15,000 | $201 - $1,000 |
Morgan Stanley (MS) | $1,001 - $15,000 | $201 - $1,000 |
Motorola Solutions (MSI) | $1,001 - $15,000 | $1,001 - $2,500 |
Newfield Exploration (NFX) | $1,001 - $15,000 | None (or less than $201) |
NextEra Energy (NEE) | None (or less than $1,001) | $201 - $1,000 |
Pioneer National Resources (PXD) | $1,001 - $15,000 | None (or less than $201) |
SCANA (SCG) | None (or less than $1,001) | $201 - $1,000 |
State Street (STT) | $1,001 - $15,000 | $201 - $1,000 |
Sysco (SYY) | $1,001 - $15,000 | $1,001 - $2,500 |
The Kraft Heinz Company (KHC) | $1,001 - $15,000 | $5,001 - $15,000 |
Ulta Beauty Inc. (ULTA) | $1,001 - $15,000 | None (or less than $201) |
United Rentals (URI) | $1,001 - $15,000 | None (or less than $201) |
Alphabet Inc (GOOGL) | $15,001 - $50,000 | $201 - $1,000 |
Alphabet Inc (GOOG) | $1,001 - $15,000 | $201 - $1,000 |
Apple (AAPL) | $15,001 - $50,000 | $201 - $1,000 |
Bershire Hathaway Class B (BRKB) | $15,001 - $50,000 | $201 - $1,000 |
US Brokerage Money Market Account (cash)#5 | $15,001 - $50,000 | None (or less than $201) |
Charles Schwab Corporation (SCHW) | $1,001 - $15,000 | $201 - $1,000 |
Cognizant Technology Solutions (CTSH) | $1,001 - $15,000 | None (or less than $201) |
Core Laboratories (CLB) | $1,001 - $15,000 | $201 - $1,000 |
Express Scripts (ESRX) | None (or less than $1,001) | $201 - $1,000 |
Fastenal (FAST) | $1,001 - $15,000 | $201 - $1,000 |
LKQ Corporation (LKQ) | None (or less than $1,001) | $2,501 - $5,000 |
Mead Johnson Nutrition (MJN) | None (or less than $1,001) | $201 - $1,000 |
PayPal Holdings (PYPL) | $15,001 - $50,000 | None (or less than $201) |
Ross Stores (ROST) | $1,001 - $15,000 | $201 - $1,000 |
Schlumberger (SLB) | $15,001 - $50,000 | $201 - $1,000 |
The Priceline Group (PCLN) | $15,001 - $50,000 | $1,001 - $2,500 |
TJX Companies (TJX) | $1,001 - $15,000 | None (or less than $201) |
Tractor Supply Company (TSCO) | $1,001 - $15,000 | None (or less than $201) |
Treehouse Foods (THS) | $1,001 - $15,000 | None (or less than $201) |
Verisk Analytics (VRSK) | $1,001 - $15,000 | $201 - $1,000 |
Visa (V) | $15,001 - $50,000 | $201 - $1,000 |
Roche Holdings (RHHVF) | $100,001 - $250,000 | $5,001 - $15,000 |
Boeing Company (BA) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
US Brokerage Money Market Account #6 | $15,001 - $50,000 | None (or less than $201) |
US Brokerage Money Market Account #7 | $1,001 - $15,000 | None (or less than $201) |
US Brokerage Money Market Account #8 | $1,001 - $15,000 | None (or less than $201) |
US Brokerage Money Market Account #9 | $1,001 - $15,000 | None (or less than $201) |
EMC Corp (EMC) | None (or less than $1,001) | $15,001 - $50,000 |
Harris, TX, Bond | None (or less than $1,001) | $201 - $1,000 |
Houston, TX, Bond | None (or less than $1,001) | $1,001 - $2,500 |
Hampton, VA, Bond | None (or less than $1,001) | $201 - $1,000 |
Texas State, Bond | None (or less than $1,001) | $201 - $1,000 |
San Antonio, TX, Bond | None (or less than $1,001) | $1,001 - $2,500 |
Ally Financial (ALLY) | None (or less than $1,001) | $201 - $1,000 |
American Electric Power (AEP) | None (or less than $1,001) | $1,001 - $2,500 |
Chubb (CB) | None (or less than $1,001) | $2,501 - $5,000 |
Diamond Offshore Drilling (DO) | None (or less than $1,001) | $1,001 - $2,500 |
FedEx (FDX) | None (or less than $1,001) | $201 - $1,000 |
Kroger (KR) | None (or less than $1,001) | $1,001 - $2,500 |
Bank of Nova Scotia Halifax (BNS) | None (or less than $1,001) | $201 - $1,000 |
Coach Inc (COH) | None (or less than $1,001) | $201 - $1,000 |
Johnson & Johnson (JNJ) | None (or less than $1,001) | $201 - $1,000 |
Microsoft (MSFT) | None (or less than $1,001) | $201 - $1,000 |
Orange ADR (ORAN) | None (or less than $1,001) | $201 - $1,000 |
Republic Services (RSG) | None (or less than $1,001) | $201 - $1,000 |
Seagate Technology (STX) | $1,001 - $15,000 | $201 - $1,000 |
Waste Management (WM) | None (or less than $1,001) | $1,001 - $2,500 |
Aegon (AEG) | $1,001 - $15,000 | None (or less than $201) |
Carnival ADR (CUK) | $1,001 - $15,000 | None (or less than $201) |
BNP Paribas (BNPQY) | $1,001 - $15,000 | None (or less than $201) |
L3 Technologies (LLL) | $1,001 - $15,000 | None (or less than $201) |
NETAPP (NTAP) | $1,001 - $15,000 | $201 - $1,000 |
Progressive Corp (PGR) | $1,001 - $15,000 | $201 - $1,000 |
Nike (NKE) | None (or less than $1,001) | $2,501 - $5,000 |
NiSource (NI) | None (or less than $1,001) | $1,001 - $2,500 |
Prologis (PLD) | None (or less than $1,001) | $5,001 - $15,000 |
Reynolds American (RAI) | None (or less than $1,001) | $5,001 - $15,000 |
Salesforce.com | None (or less than $1,001) | $201 - $1,000 |
Southwest Airlines (LUV) | None (or less than $1,001) | $2,501 - $5,000 |
Total System Services (TSS) | $1,001 - $15,000 | $1,001 - $2,500 |
Vulcan Materials (VMC) | None (or less than $1,001) | $201 - $1,000 |
Alaska Air (ALK) | $1,001 - $15,000 | None (or less than $201) |
Arris International (ARRS) | $1,001 - $15,000 | None (or less than $201) |
Acadia Healthcare (ACHC) | $1,001 - $15,000 | None (or less than $201) |
American Axle & MFG (AXL) | $1,001 - $15,000 | None (or less than $201) |
American Eagle Outfitters (AEO) | $1,001 - $15,000 | None (or less than $201) |
American Equity Inv (AEL) | $1,001 - $15,000 | None (or less than $201) |
AMN Healthcare Services (AMN) | $1,001 - $15,000 | None (or less than $201) |
ANI Pharmaceuticals (ANIP) | $1,001 - $15,000 | None (or less than $201) |
Apogee Enterprises (APOG) | $1,001 - $15,000 | None (or less than $201) |
Ashford Hospitality (AHT) | $1,001 - $15,000 | None (or less than $201) |
Big Lots (BIG) | $1,001 - $15,000 | None (or less than $201) |
Bloomin Brands (BLMN) | $1,001 - $15,000 | None (or less than $201) |
Boise Cascade (BCC) | $1,001 - $15,000 | None (or less than $201) |
Boyd Gaming (BYD) | $1,001 - $15,000 | None (or less than $201) |
Builders Firstsource (BLDR) | $1,001 - $15,000 | None (or less than $201) |
CACI International (CACI) | $1,001 - $15,000 | None (or less than $201) |
CalAtlantic (CAA) | $1,001 - $15,000 | None (or less than $201) |
Callon Petroleum (CPE) | $1,001 - $15,000 | None (or less than $201) |
Cardtronics (CATM) | $1,001 - $15,000 | None (or less than $201) |
Carrzo (CRZO) | $1,001 - $15,000 | None (or less than $201) |
Chemical Financial (CHFC) | $1,001 - $15,000 | None (or less than $201) |
Chesapeake Utility (CPK) | $1,001 - $15,000 | None (or less than $201) |
Cinemark (CNK) | $1,001 - $15,000 | None (or less than $201) |
Cirrus Logic (CRUS) | $1,001 - $15,000 | None (or less than $201) |
Coherent (COHR) | $1,001 - $15,000 | $201 - $1,000 |
Colony Starwood Homes (SFR) | $1,001 - $15,000 | None (or less than $201) |
Columbia Property Trust (CXP) | $1,001 - $15,000 | None (or less than $201) |
Delek US Holdings (DK) | $1,001 - $15,000 | None (or less than $201) |
Dupont Fabros Technology (DFT) | $1,001 - $15,000 | None (or less than $201) |
Dycom Industries (DY) | $1,001 - $15,000 | None (or less than $201) |
EPR Properties (EPR) | $1,001 - $15,000 | None (or less than $201) |
Eagle Bancorp (EGBN) | $1,001 - $15,000 | None (or less than $201) |
Electronics For Imaging (EFII) | $1,001 - $15,000 | None (or less than $201) |
Emcor (EME) | $1,001 - $15,000 | None (or less than $201) |
Emergent Biosolutions (EBS) | $1,001 - $15,000 | None (or less than $201) |
Enersys (ENS) | $1,001 - $15,000 | None (or less than $201) |
Entegris (ENTG) | $1,001 - $15,000 | None (or less than $201) |
Euronet Worldwide (EEFT) | $1,001 - $15,000 | None (or less than $201) |
FNB Corp (FNB) | $1,001 - $15,000 | None (or less than $201) |
FCB Financial (FCB) | $1,001 - $15,000 | None (or less than $201) |
Fabrinet (FN) | $1,001 - $15,000 | None (or less than $201) |
First Interstate Bancsystem (FIBK) | $1,001 - $15,000 | None (or less than $201) |
Gigamon (GIMO) | $1,001 - $15,000 | None (or less than $201) |
Globus Medical (GMED) | $1,001 - $15,000 | None (or less than $201) |
Grand Canyon Education (LOPE) | $1,001 - $15,000 | None (or less than $201) |
Granite Construction (GVA) | $1,001 - $15,000 | None (or less than $201) |
Graphic Packaging (GPK) | $1,001 - $15,000 | None (or less than $201) |
Great Western Bancorp (GWB) | $1,001 - $15,000 | None (or less than $201) |
Gulfport Energy (GPOR) | $1,001 - $15,000 | None (or less than $201) |
Helen of Troy LTD (HELE) | $1,001 - $15,000 | None (or less than $201) |
Hilltop Holdings (HTH) | $1,001 - $15,000 | None (or less than $201) |
Hope Bancorp (HOPE) | $1,001 - $15,000 | $201 - $1,000 |
Horace Mann Educators (HMN) | $1,001 - $15,000 | None (or less than $201) |
Horizon Pharma (HZNP) | $1,001 - $15,000 | None (or less than $201) |
Home Bancshares (HOMB) | $1,001 - $15,000 | None (or less than $201) |
Huntsman (HUN) | $1,001 - $15,000 | $201 - $1,000 |
ICU Medical (ICUI) | $1,001 - $15,000 | None (or less than $201) |
IDACorp (IDA) | $1,001 - $15,000 | None (or less than $201) |
Integra Lifesciences (IART) | $1,001 - $15,000 | None (or less than $201) |
Integrated Device Tech (IDTI) | $1,001 - $15,000 | None (or less than $201) |
Iridium Communications (IRDM) | $1,001 - $15,000 | None (or less than $201) |
J2 Global (JCOM) | $1,001 - $15,000 | $201 - $1,000 |
Kite Reality (KRG) | $1,001 - $15,000 | None (or less than $201) |
Korn/Ferry Intl (KFY) | $1,001 - $15,000 | None (or less than $201) |
LCI Inds (LCII) | $1,001 - $15,000 | None (or less than $201) |
Masonite International (DOOR) | $1,001 - $15,000 | None (or less than $201) |
Mastec (MTZ) | $1,001 - $15,000 | None (or less than $201) |
Matson (MATX) | $1,001 - $15,000 | None (or less than $201) |
Maximus (MMS) | $1,001 - $15,000 | None (or less than $201) |
Maxlinear (MXL) | $1,001 - $15,000 | None (or less than $201) |
Mercury Systems (MRCY) | $1,001 - $15,000 | None (or less than $201) |
Merit Medical (MMSI) | $1,001 - $15,000 | None (or less than $201) |
Methode Electronics (MEI) | $1,001 - $15,000 | None (or less than $201) |
Microsemi (MSCC) | $1,001 - $15,000 | $201 - $1,000 |
Omnicell (OMCL) | $1,001 - $15,000 | None (or less than $201) |
Orbital ATK (OA) | $1,001 - $15,000 | $201 - $1,000 |
Oxford Industries (OXM) | $1,001 - $15,000 | None (or less than $201) |
Pebblebrook Hotel Trust (PEB) | $1,001 - $15,000 | None (or less than $201) |
Primoris Services (PRIM) | $1,001 - $15,000 | None (or less than $201) |
Radian Group (RDN) | $1,001 - $15,000 | None (or less than $201) |
Ryman Hospitality (RHP) | $1,001 - $15,000 | None (or less than $201) |
Sinclair Broadcast (SBGI) | $1,001 - $15,000 | $201 - $1,000 |
Skywest (SKYW) | $1,001 - $15,000 | None (or less than $201) |
Stamps.com (STMP) | $1,001 - $15,000 | None (or less than $201) |
Supernus Pharmaceuticals (SUPN) | $1,001 - $15,000 | None (or less than $201) |
Swift Transportation (SWFT) | $1,001 - $15,000 | None (or less than $201) |
SRC Energy Inc. (SRCI) | $1,001 - $15,000 | None (or less than $201) |
Thor Industries (THO) | $1,001 - $15,000 | None (or less than $201) |
Tri Pointe Group (TPH) | $1,001 - $15,000 | None (or less than $201) |
Trinseo (TSE) | $1,001 - $15,000 | $201 - $1,000 |
Umpqua Holdings (UMPQ) | $1,001 - $15,000 | None (or less than $201) |
US Concrete (USCR) | $1,001 - $15,000 | None (or less than $201) |
Web.com (WEB) | $1,001 - $15,000 | None (or less than $201) |
Wesbanco (WSBC) | $1,001 - $15,000 | None (or less than $201) |
Western Alliance Bancorporation (WAL) | $1,001 - $15,000 | None (or less than $201) |
Wintrust Financial (WTFC) | $1,001 - $15,000 | None (or less than $201) |
Wolverwine Worldwide (WWW) | $1,001 - $15,000 | None (or less than $201) |
Xperi Corp (XPER) | $1,001 - $15,000 | None (or less than $201) |
AIA Group LTD ADR (AAGIY) | $1,001 - $15,000 | None (or less than $201) |
AIR Liquide ADR (AIQUY) | $1,001 - $15,000 | None (or less than $201) |
Alfa Laval ADR (ALFVY) | $1,001 - $15,000 | None (or less than $201) |
Aspen Pharmacare ADR (APNHY) | $1,001 - $15,000 | None (or less than $201) |
Atlas Copco ADR (ATLKY) | $1,001 - $15,000 | None (or less than $201) |
BBA Aviation ADR (BBAVY) | $1,001 - $15,000 | None (or less than $201) |
Baidu ADR (BIDU) | $1,001 - $15,000 | None (or less than $201) |
Banco Bilbao Vizcaya (BBVA) | $1,001 - $15,000 | $201 - $1,000 |
Bayer ADR (BAYRY) | $1,001 - $15,000 | None (or less than $201) |
Bayerische Motoren Werki ADR (BMWYY) | $1,001 - $15,000 | None (or less than $201) |
Bunge Limited (BG) | $1,001 - $15,000 | None (or less than $201) |
CSL LTD ADR (CSLLY) | $1,001 - $15,000 | None (or less than $201) |
Canadian National Railway (CNI) | $1,001 - $15,000 | None (or less than $201) |
Check Point Software Technologies (CHKP) | $1,001 - $15,000 | None (or less than $201) |
DBS Group Hldgs LTD ADR (DBSDY) | $1,001 - $15,000 | None (or less than $201) |
Dassault Systems ADR (DASTY) | $1,001 - $15,000 | None (or less than $201) |
Fresenius Medical Care ADR (FMS) | $1,001 - $15,000 | None (or less than $201) |
Fuchs Petrolub SE ADR (FUPBY) | $1,001 - $15,000 | None (or less than $201) |
Grifols SA ADR (GRFS) | $1,001 - $15,000 | None (or less than $201) |
Grupo Televisa SA (TV) | $1,001 - $15,000 | None (or less than $201) |
Grupo Financiero Banorte (GBOOY) | $1,001 - $15,000 | None (or less than $201) |
Tutor Perini Corp (TPC) | None (or less than $1,001) | $201 - $1,000 |
ICIC Bank Limited ADR (IBN) | $1,001 - $15,000 | None (or less than $201) |
Itau Unibanco Holdings ADR (ITUB) | $1,001 - $15,000 | None (or less than $201) |
JGC Corp ADR (JGCCY) | $1,001 - $15,000 | None (or less than $201) |
Kubota Corp ADR (KUBTY) | $1,001 - $15,000 | None (or less than $201) |
L'OREAL Company ADR (LRLCY) | $1,001 - $15,000 | None (or less than $201) |
LVMH Moet Hennessy Luis Vuitton ADR (LVMUY) | $1,001 - $15,000 | $201 - $1,000 |
Linde AG ADR (LNEGY) | $1,001 - $15,000 | None (or less than $201) |
Mitsubishi Estate ADR (MITEY) | $1,001 - $15,000 | None (or less than $201) |
Monotaro Co LTD Osaka ADR (MONOY) | $1,001 - $15,000 | None (or less than $201) |
Naspers LTD ADR (NPSNY) | $1,001 - $15,000 | None (or less than $201) |
Nestle SA ADR (NSRGY) | $1,001 - $15,000 | None (or less than $201) |
Park24 Company LTD ADR (PKCOY) | $1,001 - $15,000 | None (or less than $201) |
Roche Holdings Limited ADR (RHHBY) | $1,001 - $15,000 | None (or less than $201) |
Royal Dutch Shell ADR (RDSA) | $1,001 - $15,000 | $201 - $1,000 |
Sasol Limited ADR (SSL) | $1,001 - $15,000 | None (or less than $201) |
Sonova Holdings ADR (SONVY) | $1,001 - $15,000 | None (or less than $201) |
Symrise AG ADR (SYIEY) | $1,001 - $15,000 | None (or less than $201) |
Sysmex ADR (SSMXY) | $1,001 - $15,000 | None (or less than $201) |
Taiwan Semiconductor ADR (TSM) | $1,001 - $15,000 | None (or less than $201) |
Tenaris ADR (TS) | $1,001 - $15,000 | None (or less than $201) |
Turkiye Garanti Bankasi (TKGBY) | $1,001 - $15,000 | None (or less than $201) |
WPP PLC ADR (WPPGY) | $1,001 - $15,000 | None (or less than $201) |
Nexstar Media Group (NXST) | $1,001 - $15,000 | None (or less than $201) |
Cynosure Class A (C9S.DE) | None (or less than $1,001) | $201 - $1,000 |
Kate Spade & Company (KATE) | None (or less than $1,001) | $201 - $1,000 |
VCA Inc (WOOF) | $1,001 - $15,000 | $201 - $1,000 |
Forum Energy Techs (FET) | None (or less than $1,001) | $201 - $1,000 |
FirstMerit Corp (FMER.DE) | None (or less than $1,001) | $201 - $1,000 |
Meritage Homes (MTH) | None (or less than $1,001) | $201 - $1,000 |
Brunswick Corp (BC) | None (or less than $1,001) | $201 - $1,000 |
Synaptics Inc (SYNA) | None (or less than $1,001) | $201 - $1,000 |
Allete Inc (ALE) | $1,001 - $15,000 | $201 - $1,000 |
Wabash National Corp (WNC) | None (or less than $1,001) | $201 - $1,000 |
Littelfuse Inc (LFUS) | None (or less than $1,001) | $201 - $1,000 |
PrivateBancorp (PVTB) | None (or less than $1,001) | $201 - $1,000 |
Summit Hotel PPTYS (INN) | None (or less than $1,001) | $201 - $1,000 |
Air Methods Corp (AIRM) | None (or less than $1,001) | $201 - $1,000 |
TrueBlue Inc (TBI) | None (or less than $1,001) | $201 - $1,000 |
PennyMac Mortgage (PMT) | None (or less than $1,001) | $201 - $1,000 |
Headwaters Inc (HW) | None (or less than $1,001) | $201 - $1,000 |
Red Robin Gourmet Burgers (RRGB) | None (or less than $1,001) | $201 - $1,000 |
Wellcare Healthplans (WCG) | None (or less than $1,001) | $201 - $1,000 |
LA-Z-Boy Inc (LZB) | None (or less than $1,001) | $201 - $1,000 |
AMAG Pharmaceuticials (AMAG) | None (or less than $1,001) | $201 - $1,000 |
Lakeland Financial (LKFN) | None (or less than $1,001) | $201 - $1,000 |
Parsley Energy (PE) | None (or less than $1,001) | $201 - $1,000 |
Euronet Worldwide (EEFT) | None (or less than $1,001) | $201 - $1,000 |
CNO Financial (CNO) | None (or less than $1,001) | $201 - $1,000 |
Molina Healthcare (MOH) | None (or less than $1,001) | $201 - $1,000 |
Lithia Motors (LAD) | None (or less than $1,001) | $201 - $1,000 |
FitBit Inc (FIT) | None (or less than $1,001) | $201 - $1,000 |
Madden Steven Limited (SHOO) | None (or less than $1,001) | $201 - $1,000 |
Steris (STE) | None (or less than $1,001) | $201 - $1,000 |
Brandywine Realty (BDN) | None (or less than $1,001) | $201 - $1,000 |
Team Health Holdings (TMH.DE) | None (or less than $1,001) | $201 - $1,000 |
Thor Industries (THO) | None (or less than $1,001) | $201 - $1,000 |
Texas Roadhouse (TXRH) | None (or less than $1,001) | $201 - $1,000 |
New Jersey Resources Corp (NJR) | None (or less than $1,001) | $201 - $1,000 |
Banc of California (BANC) | None (or less than $1,001) | $201 - $1,000 |
Tenneco (TEN) | None (or less than $1,001) | $201 - $1,000 |
Aptevo Therapeutics (APVO) | None (or less than $1,001) | $201 - $1,000 |
Miller Herman Inc (MLHR) | None (or less than $1,001) | $201 - $1,000 |
Depomed (DEPO) | None (or less than $1,001) | $201 - $1,000 |
Steelcase (SCS) | None (or less than $1,001) | $201 - $1,000 |
Super Micro Computer (SMCI) | None (or less than $1,001) | $201 - $1,000 |
AZZ Inc (AZZ) | None (or less than $1,001) | $201 - $1,000 |
Drew Industries | None (or less than $1,001) | $201 - $1,000 |
Employment Agreements and Arrangements
Employer or Party | City, State | Status and Terms | Date |
---|---|---|---|
The Boeing Company (Pension) | Chicago, Illinois | I will continue to participate in the Defined Benefit Pension Value Plan and Defined Benefit Supplemental Executive Retirement Plan. | March 16, 1986 |
The Boeing Company (health insurance, life insurance, charitable matching contributions, tax preparation services) | Chicago, Illinois | Pursuant to company policy, I will retain health insurance coverage, charitable matching contributions for life, term life insurance coverage for life, and tax preparation services for the 2017 tax year. | March 16, 1986 |
The Boeing Company (accrued vacation) | Chicago, Illinois | Pursuant to company policy, I will receive a lump sum payment of accrued vacation time. Pursuant to my separation agreement, this payment will be paid upon my separation from the company. | March 16, 1986 |
The Boeing Company (awards) | Chicago, Illinois | Pursuant to company policy, I will receive a performance-based "Annual Incentive Award" and a "Performance Award" for services rendered up to the date of my departure from the company. Pursuant to my separation agreement, these awards will be paid within 30 days of my separation from the company. | March 16, 1986 |
The Boeing Company (Deferred Compenstion and Supplemental Benefits Plans) | Chicago, Illinois | Pursuant to company policy, I will receive lump sum payments of my Deferred Compensation Plan and Supplemental Benefit Plan. Pursuant to my separation agreement, these lump sum payments will be made within 30 days of my separation from the company. | March 16, 1986 |
The Boeing Company (stock options) | Chicago, Illinois | Pursuant to company policy, I will retain my vested stock options upon separation. | March 16, 1986 |
The Boeing Company (Career Share Restricted Stock Units) | Chicago, Illinois | Pursuant to company policy, my unvested Career Share Restricted Stock Units will vest in full and be paid within 30 days of my separation from the company. | March 16, 1986 |
The Boeing Company (Supplemental RSU Grant) | Chicago, Illinois | Pursuant to company policy, unvested stock in my Supplemental Restricted Stock Unit Grant will vest in full upon my separation from the company. Pursuant to my separation agreement, these RSUs will be paid within 30 days of my separation from the company. | March 16, 1986 |
The Boeing Company (Performance Based RSUs) | Chicago, Illinois | Pursuant to company policy, unvested Performance Based Restricted Stock Units will vest pro rata based on service time upon my separation from the company. Pursuant to my separation agreement, these RSUs will be paid within 30 days of my separation from the company. | March 16, 1986 |
The Boeing Company (Voluntary Investment Plan 401(k)) | Chicago, Illinois | I will continue to participate in the Voluntary Investment Plan defined contribution plan. The plan sponsor will not make further contributions after my separation from the company. | March 16, 1986 |
The Boeing Company (unvested Restricted Stock Unit awards) | Chicago, Illinois | Pursuant to company policy, my unvested Restricted Stock Unit awards will vest pro rata based on service time and be paid within 30 days of my separation from the company. | March 16, 1986 |
Liabilities
Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
---|---|---|---|---|
Goldman Sachs Bank | Mortgage on Personal Residence | $1,000,001 - $5,000,000 | 2.60% | 2013 |
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