Last 12 months
Inside the activity.
3 purchase rows · 1 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 1 | 0 |
| Feb 2026 | 2 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 1 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/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 | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 30, 2021 Filed Jul 1, 2021 18:18 UTC |
KAVANAUGH JAMES JSr. VP and CFO
|
GrantPhantom Stock Unit · Derivative | 21 | $146.59 Strike: $0.00 | $3,078.39 |
DisclosureSEC source: 0001562180-21-004613 · primarydocument.xml · derivative · entry 1 KAVANAUGH JAMES J · CIK 0001433640 · Sr. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,097 Underlying: Common Stock · 21 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:30 UTC |
WADDELL FREDERICK HDirector
|
GrantPromised Fee Share · Derivative | 589 | $146.59 Strike: $0.00 | $86,341.51 |
DisclosureSEC source: 0001562180-21-004617 · primarydocument.xml · derivative · entry 1 WADDELL FREDERICK H · CIK 0001223690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,892 Underlying: Common Stock · 589 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:31 UTC |
VOSER PETER R.Director
|
GrantPromised Fee Share · Derivative | 555 | $146.59 Strike: $0.00 | $81,357.45 |
DisclosureSEC source: 0001562180-21-004618 · primarydocument.xml · derivative · entry 1 VOSER PETER R. · CIK 0001628797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,517 Underlying: Common Stock · 555 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:32 UTC |
Swedish JosephDirector
|
GrantPromised Fee Share · Derivative | 555 | $146.59 Strike: $0.00 | $81,357.45 |
DisclosureSEC source: 0001562180-21-004619 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,275 Underlying: Common Stock · 555 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:32 UTC |
Pollack Martha EDirector
|
GrantPromised Fee Share · Derivative | 555 | $146.59 Strike: $0.00 | $81,357.45 |
DisclosureSEC source: 0001562180-21-004620 · primarydocument.xml · derivative · entry 1 Pollack Martha E · CIK 0001765271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,353 Underlying: Common Stock · 555 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:33 UTC |
MCNABB FREDERICK WILLIAM IIIDirector
|
GrantPromised Fee Share · Derivative | 555 | $146.59 Strike: $0.00 | $81,357.45 |
DisclosureSEC source: 0001562180-21-004621 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,461 Underlying: Common Stock · 555 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:33 UTC |
LIVERIS ANDREW NDirector
|
GrantPromised Fee Share · Derivative | 555 | $146.59 Strike: $0.00 | $81,357.45 |
DisclosureSEC source: 0001562180-21-004622 · primarydocument.xml · derivative · entry 1 LIVERIS ANDREW N · CIK 0001269971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,108 Underlying: Common Stock · 555 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:33 UTC |
HOWARD MICHELLE JDirector
|
GrantPromised Fee Share · Derivative | 499 | $146.59 Strike: $0.00 | $73,148.41 |
DisclosureSEC source: 0001562180-21-004623 · primarydocument.xml · derivative · entry 1 HOWARD MICHELLE J · CIK 0001769389 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,525 Underlying: Common Stock · 499 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:33 UTC |
Gorsky AlexDirector
|
GrantPromised Fee Share · Derivative | 589 | $146.59 Strike: $0.00 | $86,341.51 |
DisclosureSEC source: 0001562180-21-004624 · primarydocument.xml · derivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,611 Underlying: Common Stock · 589 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:34 UTC |
FARR DAVID NDirector
|
GrantPromised Fee Share · Derivative | 333 | $146.59 Strike: $0.00 | $48,814.47 |
DisclosureSEC source: 0001562180-21-004625 · primarydocument.xml · derivative · entry 1 FARR DAVID N · CIK 0001183474 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,098 Underlying: Common Stock · 333 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:34 UTC |
ESKEW MICHAEL LDirector
|
GrantPromised Fee Share · Derivative | 674 | $146.59 Strike: $0.00 | $98,801.66 |
DisclosureSEC source: 0001562180-21-004626 · primarydocument.xml · derivative · entry 1 ESKEW MICHAEL L · CIK 0001227734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,563 Underlying: Common Stock · 674 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:34 UTC |
Buberl ThomasDirector
|
GrantPromised Fee Share · Derivative | 555 | $146.59 Strike: $0.00 | $81,357.45 |
DisclosureSEC source: 0001562180-21-004627 · primarydocument.xml · derivative · entry 1 Buberl Thomas · CIK 0001738987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,020 Underlying: Common Stock · 555 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 17:05 UTC |
KAVANAUGH JAMES JSr. VP and CFO
|
GrantPhantom Stock Unit · Derivative | 21 | $149.36 Strike: $0.00 | $3,136.56 |
DisclosureSEC source: 0001562180-21-004288 · primarydocument.xml · derivative · entry 1 KAVANAUGH JAMES J · CIK 0001433640 · Sr. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,077 Underlying: Common Stock · 21 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to the cash value of the company's common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock units under the IBM Excess 401(k) Plus Plan. F3 · derivative.exercise_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. F3 · derivative.expiration_date: Distribution of phantom stock units under the IBM Excess 401(k) Plus Plan is deferred until separation from the company. The reporting person may transfer these phantom stock units into an alternative investment account under such plan. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
LAMOREAUX NICKLE JACLYNSenior Vice President
|
Exercise / conversionRst. Stock Unit · Derivative | 273 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004160 · primarydocument.xml · derivative · entry 10 LAMOREAUX NICKLE JACLYN · CIK 0001837510 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274 Underlying: Common Stock · 273 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
LAMOREAUX NICKLE JACLYNSenior Vice President
|
Exercise / conversionRst. Stock Unit · Derivative | 507 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004160 · primarydocument.xml · derivative · entry 9 LAMOREAUX NICKLE JACLYN · CIK 0001837510 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,523 Underlying: Common Stock · 507 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
LAMOREAUX NICKLE JACLYNSenior Vice President
|
Exercise / conversionRst. Stock Unit · Derivative | 250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004160 · primarydocument.xml · derivative · entry 8 LAMOREAUX NICKLE JACLYN · CIK 0001837510 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 250 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
LAMOREAUX NICKLE JACLYNSenior Vice President
|
GrantRst. Stock Unit · Derivative | 5,330 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004160 · primarydocument.xml · derivative · entry 7 LAMOREAUX NICKLE JACLYN · CIK 0001837510 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,330 Underlying: Common Stock · 5,330 shares Expires not disclosed F1 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 1,332 of these units on June 8, 2022, 1,332 of these units on June 8, 2023, 1,332 of these units on June 8, 2024, and 1,334 of these units on June 8, 2025. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 1,332 of these units on June 8, 2022, 1,332 of these units on June 8, 2023, 1,332 of these units on June 8, 2024, and 1,334 of these units on June 8, 2025. F1 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 1,332 of these units on June 8, 2022, 1,332 of these units on June 8, 2023, 1,332 of these units on June 8, 2024, and 1,334 of these units on June 8, 2025. F1 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 1,332 of these units on June 8, 2022, 1,332 of these units on June 8, 2023, 1,332 of these units on June 8, 2024, and 1,334 of these units on June 8, 2025. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
LAMOREAUX NICKLE JACLYNSenior Vice President
|
Tax withholdingCommon Stock | 173 | $149.16 | $25,804.68 |
DisclosureSEC source: 0001562180-21-004160 · primarydocument.xml · nonDerivative · entry 6 LAMOREAUX NICKLE JACLYN · CIK 0001837510 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,883.04 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
LAMOREAUX NICKLE JACLYNSenior Vice President
|
Exercise / conversionCommon Stock | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004160 · primarydocument.xml · nonDerivative · entry 5 LAMOREAUX NICKLE JACLYN · CIK 0001837510 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,056.04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
LAMOREAUX NICKLE JACLYNSenior Vice President
|
Tax withholdingCommon Stock | 93 | $149.16 | $13,871.88 |
DisclosureSEC source: 0001562180-21-004160 · primarydocument.xml · nonDerivative · entry 4 LAMOREAUX NICKLE JACLYN · CIK 0001837510 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,549.04 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
LAMOREAUX NICKLE JACLYNSenior Vice President
|
Exercise / conversionCommon Stock | 273 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004160 · primarydocument.xml · nonDerivative · entry 3 LAMOREAUX NICKLE JACLYN · CIK 0001837510 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,642.04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
LAMOREAUX NICKLE JACLYNSenior Vice President
|
Tax withholdingCommon Stock | 85 | $149.16 | $12,678.60 |
DisclosureSEC source: 0001562180-21-004160 · primarydocument.xml · nonDerivative · entry 2 LAMOREAUX NICKLE JACLYN · CIK 0001837510 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,369.04 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
LAMOREAUX NICKLE JACLYNSenior Vice President
|
Exercise / conversionCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004160 · primarydocument.xml · nonDerivative · entry 1 LAMOREAUX NICKLE JACLYN · CIK 0001837510 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,454.04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
Whitehurst James MPresident
|
Exercise / conversionRst. Stock Unit · Derivative | 7,813 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004161 · primarydocument.xml · derivative · entry 4 Whitehurst James M · CIK 0001292272 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,441 Underlying: Common Stock · 7,813 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
Whitehurst James MPresident
|
GrantRst. Stock Unit · Derivative | 26,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004161 · primarydocument.xml · derivative · entry 3 Whitehurst James M · CIK 0001292272 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,650 Underlying: Common Stock · 26,650 shares Expires not disclosed F1 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 6,662 of these units on June 8, 2022, 6,662 of these units on June 8, 2023, 6,662 of these units on June 8, 2024, and 6,664 of these units on June 8, 2025. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 6,662 of these units on June 8, 2022, 6,662 of these units on June 8, 2023, 6,662 of these units on June 8, 2024, and 6,664 of these units on June 8, 2025. F1 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 6,662 of these units on June 8, 2022, 6,662 of these units on June 8, 2023, 6,662 of these units on June 8, 2024, and 6,664 of these units on June 8, 2025. F1 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 6,662 of these units on June 8, 2022, 6,662 of these units on June 8, 2023, 6,662 of these units on June 8, 2024, and 6,664 of these units on June 8, 2025. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
Whitehurst James MPresident
|
Tax withholdingCommon Stock | 3,533 | $149.16 | $526,982.28 |
DisclosureSEC source: 0001562180-21-004161 · primarydocument.xml · nonDerivative · entry 2 Whitehurst James M · CIK 0001292272 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,604.423 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
Whitehurst James MPresident
|
Exercise / conversionCommon Stock | 7,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004161 · primarydocument.xml · nonDerivative · entry 1 Whitehurst James M · CIK 0001292272 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,137.423 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
BROWDY MICHELLE HSenior Vice President
|
Exercise / conversionRst. Stock Unit · Derivative | 3,125 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004162 · primarydocument.xml · derivative · entry 10 BROWDY MICHELLE H · CIK 0001628938 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,377 Underlying: Common Stock · 3,125 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
BROWDY MICHELLE HSenior Vice President
|
Exercise / conversionRst. Stock Unit · Derivative | 2,078 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004162 · primarydocument.xml · derivative · entry 9 BROWDY MICHELLE H · CIK 0001628938 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,079 Underlying: Common Stock · 2,078 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
BROWDY MICHELLE HSenior Vice President
|
Exercise / conversionRst. Stock Unit · Derivative | 1,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004162 · primarydocument.xml · derivative · entry 8 BROWDY MICHELLE H · CIK 0001628938 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,750 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
BROWDY MICHELLE HSenior Vice President
|
GrantRst. Stock Unit · Derivative | 11,508 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004162 · primarydocument.xml · derivative · entry 7 BROWDY MICHELLE H · CIK 0001628938 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,508 Underlying: Common Stock · 11,508 shares Expires not disclosed F1 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,877 of these units on June 8, 2022, 2,877 of these units on June 8, 2023, 2,877 of these units on June 8, 2024, and 2,877 of these units on June 8, 2025. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,877 of these units on June 8, 2022, 2,877 of these units on June 8, 2023, 2,877 of these units on June 8, 2024, and 2,877 of these units on June 8, 2025. F1 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,877 of these units on June 8, 2022, 2,877 of these units on June 8, 2023, 2,877 of these units on June 8, 2024, and 2,877 of these units on June 8, 2025. F1 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 2,877 of these units on June 8, 2022, 2,877 of these units on June 8, 2023, 2,877 of these units on June 8, 2024, and 2,877 of these units on June 8, 2025. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
BROWDY MICHELLE HSenior Vice President
|
Tax withholdingCommon Stock | 1,531 | $149.16 | $228,363.96 |
DisclosureSEC source: 0001562180-21-004162 · primarydocument.xml · nonDerivative · entry 6 BROWDY MICHELLE H · CIK 0001628938 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,091.393 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
BROWDY MICHELLE HSenior Vice President
|
Exercise / conversionCommon Stock | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004162 · primarydocument.xml · nonDerivative · entry 5 BROWDY MICHELLE H · CIK 0001628938 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,622.393 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
BROWDY MICHELLE HSenior Vice President
|
Tax withholdingCommon Stock | 1,018 | $149.16 | $151,844.88 |
DisclosureSEC source: 0001562180-21-004162 · primarydocument.xml · nonDerivative · entry 4 BROWDY MICHELLE H · CIK 0001628938 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,497.393 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
BROWDY MICHELLE HSenior Vice President
|
Exercise / conversionCommon Stock | 2,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004162 · primarydocument.xml · nonDerivative · entry 3 BROWDY MICHELLE H · CIK 0001628938 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,515.393 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
BROWDY MICHELLE HSenior Vice President
|
Tax withholdingCommon Stock | 857 | $149.16 | $127,830.12 |
DisclosureSEC source: 0001562180-21-004162 · primarydocument.xml · nonDerivative · entry 2 BROWDY MICHELLE H · CIK 0001628938 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,437.393 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:19 UTC |
BROWDY MICHELLE HSenior Vice President
|
Exercise / conversionCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004162 · primarydocument.xml · nonDerivative · entry 1 BROWDY MICHELLE H · CIK 0001628938 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,294.393 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
Del Bene Robert FVP, Controller
|
Exercise / conversionRst. Stock Unit · Derivative | 1,623 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004163 · primarydocument.xml · derivative · entry 10 Del Bene Robert F · CIK 0001695828 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,872 Underlying: Common Stock · 1,623 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
Del Bene Robert FVP, Controller
|
Exercise / conversionRst. Stock Unit · Derivative | 937 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004163 · primarydocument.xml · derivative · entry 9 Del Bene Robert F · CIK 0001695828 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 939 Underlying: Common Stock · 937 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
Del Bene Robert FVP, Controller
|
Exercise / conversionRst. Stock Unit · Derivative | 858 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004163 · primarydocument.xml · derivative · entry 8 Del Bene Robert F · CIK 0001695828 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 858 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
Del Bene Robert FVP, Controller
|
GrantRst. Stock Unit · Derivative | 5,538 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004163 · primarydocument.xml · derivative · entry 7 Del Bene Robert F · CIK 0001695828 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,538 Underlying: Common Stock · 5,538 shares Expires not disclosed F1 · derivative.exercise_price: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 1,384 of these units on June 8, 2022, 1,384 of these units on June 8, 2023, 1,384 of these units on June 8, 2024, and 1,386 of these units on June 8, 2025. F1 · kind: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 1,384 of these units on June 8, 2022, 1,384 of these units on June 8, 2023, 1,384 of these units on June 8, 2024, and 1,386 of these units on June 8, 2025. F1 · derivative.exercise_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 1,384 of these units on June 8, 2022, 1,384 of these units on June 8, 2023, 1,384 of these units on June 8, 2024, and 1,386 of these units on June 8, 2025. F1 · derivative.expiration_date: Upon lapse of the restrictions, these units are payable in cash or the company's common stock. The restrictions lapse for 1,384 of these units on June 8, 2022, 1,384 of these units on June 8, 2023, 1,384 of these units on June 8, 2024, and 1,386 of these units on June 8, 2025. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
Del Bene Robert FVP, Controller
|
Tax withholdingCommon Stock | 864 | $149.16 | $128,874.24 |
DisclosureSEC source: 0001562180-21-004163 · primarydocument.xml · nonDerivative · entry 6 Del Bene Robert F · CIK 0001695828 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,438.817 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
Del Bene Robert FVP, Controller
|
Exercise / conversionCommon Stock | 1,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004163 · primarydocument.xml · nonDerivative · entry 5 Del Bene Robert F · CIK 0001695828 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,302.817 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
Del Bene Robert FVP, Controller
|
Tax withholdingCommon Stock | 499 | $149.16 | $74,430.84 |
DisclosureSEC source: 0001562180-21-004163 · primarydocument.xml · nonDerivative · entry 4 Del Bene Robert F · CIK 0001695828 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,679.817 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
Del Bene Robert FVP, Controller
|
Exercise / conversionCommon Stock | 937 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004163 · primarydocument.xml · nonDerivative · entry 3 Del Bene Robert F · CIK 0001695828 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,178.817 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
Del Bene Robert FVP, Controller
|
Tax withholdingCommon Stock | 435 | $149.16 | $64,884.60 |
DisclosureSEC source: 0001562180-21-004163 · primarydocument.xml · nonDerivative · entry 2 Del Bene Robert F · CIK 0001695828 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,241.817 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
Del Bene Robert FVP, Controller
|
Exercise / conversionCommon Stock | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004163 · primarydocument.xml · nonDerivative · entry 1 Del Bene Robert F · CIK 0001695828 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,676.817 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
KAVANAUGH JAMES JSr. VP and CFO
|
Exercise / conversionRst. Stock Unit · Derivative | 5,505 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004164 · primarydocument.xml · derivative · entry 10 KAVANAUGH JAMES J · CIK 0001433640 · Sr. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,515 Underlying: Common Stock · 5,505 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
KAVANAUGH JAMES JSr. VP and CFO
|
Exercise / conversionRst. Stock Unit · Derivative | 2,871 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004164 · primarydocument.xml · derivative · entry 9 KAVANAUGH JAMES J · CIK 0001433640 · Sr. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,872 Underlying: Common Stock · 2,871 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:20 UTC |
KAVANAUGH JAMES JSr. VP and CFO
|
Exercise / conversionRst. Stock Unit · Derivative | 2,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004164 · primarydocument.xml · derivative · entry 8 KAVANAUGH JAMES J · CIK 0001433640 · Sr. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 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. F2 · derivative.exercise_price: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F3 · kind: Release of restricted stock units. F2 · derivative.exercise_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. F2 · derivative.expiration_date: These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown. 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.