Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INNOVATIVE SOLUTIONS & SUPPORT INCIA · Entity 544 | Chief Financial Officer | September 30, 2026 | October 03, 2026 |
| Stonemor Inc.STON · Entity 122585 | See Remarks | November 03, 2022 | November 04, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
INNOVATIVE SOLUTIONS & SUPPORT INC
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,847 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Tax withholding · Disposed 911 · Balance 84,847 F1: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units.
Stonemor Inc.
Report date November 03, 2022 · Filed November 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-11-03 transaction · row 1
1 source rowRow 1 · 2022-11-03 · Disposition to issuer · Disposed 225,856 · Balance 0 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.71 · Expires 2030-12-03 | Direct | 0 |
Reported balance
After 2022-11-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-11-03 · Disposition to issuer · Disposed 18,834 · Balance 0 F1: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 3, 2020, was cancelled in the merger contemplated by an Agreement and Plan of Merger among Axar Cemetery Parent Corp. ("Axar"), StoneMor Inc. and Axar Cemetery Merger Corp. in exchange for a cash payment of $33,712.86, representing the difference between the exercise price of the option and the cash merger consideration per share. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.71 · Expires 2030-12-03 | Direct | 0 |
Reported balance
After 2022-11-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-11-03 · Disposition to issuer · Disposed 18,833 · Balance 0 F2: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 3, 2020, was assumed by Axar in the merger and replaced with a fully vested option to purchase 18,833 shares of Axar common stock for $1.71 per share. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.20 · Expires 2029-12-18 | Direct | 0 |
Reported balance
After 2022-11-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-11-03 · Disposition to issuer · Disposed 75,000 · Balance 0 F3: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 18, 2019, was cancelled in the merger in exchange for a cash payment of $172,500, representing the difference between the exercise price of the option and the cash merger consideration per share. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.20 · Expires 2029-12-18 | Direct | 0 |
Reported balance
After 2022-11-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-11-03 · Disposition to issuer · Disposed 75,000 · Balance 0 F4: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 18, 2019, was assumed by Axar in the merger and replaced with a fully vested option to purchase 75,000 shares of Axar common stock for $1.20 per share |
Filing footnotes · ownership attribution and instrument terms
F1: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 3, 2020, was cancelled in the merger contemplated by an Agreement and Plan of Merger among Axar Cemetery Parent Corp. ("Axar"), StoneMor Inc. and Axar Cemetery Merger Corp. in exchange for a cash payment of $33,712.86, representing the difference between the exercise price of the option and the cash merger consideration per share.
F2: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 3, 2020, was assumed by Axar in the merger and replaced with a fully vested option to purchase 18,833 shares of Axar common stock for $1.71 per share.
F3: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 18, 2019, was cancelled in the merger in exchange for a cash payment of $172,500, representing the difference between the exercise price of the option and the cash merger consideration per share.
F4: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 18, 2019, was assumed by Axar in the merger and replaced with a fully vested option to purchase 75,000 shares of Axar common stock for $1.20 per share
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STONEMOR PARTNERS LP
Report date December 31, 2019 · Filed January 02, 2020
Section 16 reporting ended · disclosed 2020-01-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-12-31 transaction · row 1
1 source rowRow 1 · 2019-12-31 · Disposition to issuer · Disposed 40,349 · Balance 0 F1: Pursuant to the Merger and Reorganization Agreement and Plan of Merger dated as of September 27, 2018 (as amended to date, the "Merger Agreement"), by and among StoneMor Partners L.P. (the "Partnership"), StoneMor GP LLC (now StoneMor Inc. ("StoneMor Inc.")) and certain of their affiliates, at the effective time of the merger on December 31, 2019 (the "Effective Time"), each common unit of the Partnership held by the reporting person converted into one share of common stock, par value $0.01 per share of StoneMor Inc. ("StoneMor Inc. Common Shares"). F2: Pursuant to Rule 12g-3(e), StoneMor Inc. is the successor issuer to the Partnership for purposes of Section 16. |
| Employee Unit Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.20 · Expires 2029-12-18 | Direct | 0 |
Reported balance
After 2019-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-31 · Disposition to issuer · Disposed 450,000 · Balance 0 F2: Pursuant to Rule 12g-3(e), StoneMor Inc. is the successor issuer to the Partnership for purposes of Section 16. F3: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each option to purchase common units of the Partnership originally granted to the reporting person was assumed by StoneMor Inc. and converted into an option to purchase StoneMor Inc. Common Shares ("StoneMor Inc. Stock Option") equal to the number of common units that were subject to such option to purchase common units prior to the Effective Time. The StoneMor Inc. Stock Option is subject to the same terms and conditions as were applicable to such option to purchase common units immediately before the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Merger and Reorganization Agreement and Plan of Merger dated as of September 27, 2018 (as amended to date, the "Merger Agreement"), by and among StoneMor Partners L.P. (the "Partnership"), StoneMor GP LLC (now StoneMor Inc. ("StoneMor Inc.")) and certain of their affiliates, at the effective time of the merger on December 31, 2019 (the "Effective Time"), each common unit of the Partnership held by the reporting person converted into one share of common stock, par value $0.01 per share of StoneMor Inc. ("StoneMor Inc. Common Shares").
F2: Pursuant to Rule 12g-3(e), StoneMor Inc. is the successor issuer to the Partnership for purposes of Section 16.
F3: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each option to purchase common units of the Partnership originally granted to the reporting person was assumed by StoneMor Inc. and converted into an option to purchase StoneMor Inc. Common Shares ("StoneMor Inc. Stock Option") equal to the number of common units that were subject to such option to purchase common units prior to the Effective Time. The StoneMor Inc. Stock Option is subject to the same terms and conditions as were applicable to such option to purchase common units immediately before the Effective Time.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 00:29 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC IA · Entity 544 | Tax withholdingCommon Stock | 911 | $18.57 | $16,917.27 |
DisclosureSEC source: 0001104659-26-113314 · tm2626914-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,847 F1 · shares: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 22:06 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC IA · Entity 544 | Tax withholdingCommon Stock | 480 | $19.00 | $9,120.00 |
DisclosureSEC source: 0001104659-26-104818 · tm2624716-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,758 F1 · shares: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| July 14, 2026 Filed Jul 15, 2026 21:12 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantPerformance Stock Units · Derivative | 21,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-083938 · tm2620592-2_4seq1.xml · derivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,793 Underlying: Common Stock · 21,793 shares Expires 2036-07-14 F1 · derivative.exercise_price: Each Performance Stock Unit represents a contingent right to receive one share of issuer common stock. The Performance Stock Units vest in equal tranches on each of the first, second and third anniversary of the date of grant, subject to the issuer's common stock achieving specified prices per share. F1 · derivative.exercise_date: Each Performance Stock Unit represents a contingent right to receive one share of issuer common stock. The Performance Stock Units vest in equal tranches on each of the first, second and third anniversary of the date of grant, subject to the issuer's common stock achieving specified prices per share. Read SEC document |
| July 08, 2026 Filed Jul 10, 2026 17:47 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | Tax withholdingCommon Stock | 749 | $18.31 | $13,714.19 |
DisclosureSEC source: 0001104659-26-082559 · tm2620176-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,238 F1 · shares: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| June 30, 2026 Filed Jul 6, 2026 17:50 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | Tax withholdingCommon Stock | 910 | $18.00 | $16,380.00 |
DisclosureSEC source: 0001104659-26-080691 · tm2619829-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,987 F1 · shares: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 18, 2026 Filed May 20, 2026 21:54 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | Tax withholdingCommon Stock | 474 | $16.26 | $7,707.24 |
DisclosureSEC source: 0001104659-26-064646 · tm2615231-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,897 F1 · shares: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| April 08, 2026 Filed Apr 10, 2026 17:04 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | Tax withholdingCommon Stock | 765 | $23.02 | $17,610.30 |
DisclosureSEC source: 0001104659-26-041865 · tm2611594-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,371 F1 · shares: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:18 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | Tax withholdingCommon Stock | 897 | $20.53 | $18,415.41 |
DisclosureSEC source: 0001104659-26-039183 · tm2611048-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,136 F1 · shares: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 18:03 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | Tax withholdingCommon Stock | 2,172 | $23.52 | $51,085.44 |
DisclosureSEC source: 0001104659-26-018021 · tm266945-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,033 F1 · shares: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 23:42 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantPerformance Stock Units · Derivative | 9,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-017674 · tm266877-1_4seq1.xml · derivative · entry 3 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,455 Underlying: Common Stock · 9,455 shares Expires 2036-02-17 F3 · derivative.exercise_price: Each Performance Stock Unit represents a contingent right to receive one share of issuer common stock. The Performance Stock Units vest in equal tranches on each of the first, second and third anniversary of the date of grant, subject to the issuer's common stock achieving specified prices per share. F3 · derivative.exercise_date: Each Performance Stock Unit represents a contingent right to receive one share of issuer common stock. The Performance Stock Units vest in equal tranches on each of the first, second and third anniversary of the date of grant, subject to the issuer's common stock achieving specified prices per share. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 23:42 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 16,108 | $0.00 Strike: $19.83 | $0.00 |
DisclosureSEC source: 0001104659-26-017674 · tm266877-1_4seq1.xml · derivative · entry 2 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,108 Underlying: Common Stock · 16,108 shares Expires 2036-02-17 F2 · derivative.exercise_date: The non-qualified stock option was granted pursuant to the Company's 2019 Stock-Based Incentive Compensation Plan. The option is scheduled to vest in accordance with the following schedule: 1/4th on the first anniversary of the grant date and 1/12th on each quarterly anniversary of the grant date thereafter, subject to continued employment by the reporting person. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 23:42 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantRestricted Stock Units | 9,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-017674 · tm266877-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,205 F1 · shares: The RSUs were granted pursuant to the Company's 2019 Stock-Based Incentive Compensation Plan. Each RSU represents the right to receive one share of Common Stock, subject to adjustment as provided in the Award Agreement. The RSUs are scheduled to vest in accordance with the following schedule: 1/3rd on the first anniversary of the grant date and 1/8th on each quarterly anniversary of the grant date thereafter, subject to continued employment by the reporting person. Read SEC document |
| February 17, 2026 Filed May 1, 2026 14:05 UTC Amendment | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantPerformance Stock Units · Derivative | 21,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-053614 · tm2613242-2_4aseq1.xml · derivative · entry 3 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,307 Underlying: Common Stock · 21,307 shares Expires 2036-02-17 F3 · derivative.exercise_price: The Reporting Person is amending the Form 4 filed on February 19, 2026 to correct the number of performance stock units granted to the Reporting person, which were originally understated due to a clerical error. F3 · shares: The Reporting Person is amending the Form 4 filed on February 19, 2026 to correct the number of performance stock units granted to the Reporting person, which were originally understated due to a clerical error. F4 · derivative.exercise_date: Each Performance Stock Unit represents a contingent right to receive one share of issuer common stock. The Performance Stock Units vest upon the issuer's common stock achieving specified prices per share. Read SEC document |
| February 17, 2026 Filed May 1, 2026 14:05 UTC Amendment | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 16,108 | $0.00 Strike: $19.83 | $0.00 |
DisclosureSEC source: 0001104659-26-053614 · tm2613242-2_4aseq1.xml · derivative · entry 2 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,108 Underlying: Commer Stock · 16,108 shares Expires 2036-02-17 F2 · derivative.exercise_date: The non-qualified stock option was granted pursuant to the Company's 2019 Stock-Based Incentive Compensation Plan. The option is scheduled to vest in accordance with the following schedule: 1/4th on the first anniversary of the grant date and 1/12th on each quarterly anniversary of the grant date thereafter, subject to continued employment by the reporting person. Read SEC document |
| February 17, 2026 Filed May 1, 2026 14:05 UTC Amendment | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantRestricted Stock units | 9,455 | $19.83 | $187,492.65 |
DisclosureSEC source: 0001104659-26-053614 · tm2613242-2_4aseq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,205 F1 · shares: The RSUs were granted pursuant to the Company's 2019 Stock-Based Incentive Compensation Plan. Each RSU represents the right to receive one share of Common Stock, subject to adjustment as provided in the Award Agreement. The RSUs are scheduled to vest in accordance with the following schedule: 1/4th on the first anniversary of the grant date and 1/12th on each quarterly anniversary of the grant date thereafter, subject to continued employment by the reporting person. Read SEC document |
| January 13, 2026 Filed Jan 13, 2026 23:39 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | Tax withholdingCommon Stock | 868 | $18.80 | $16,318.40 |
DisclosureSEC source: 0001104659-26-003458 · tm263126-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,750 F1 · shares: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:53 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | Tax withholdingCommon Stock | 1,000 | $18.94 | $18,940.00 |
DisclosureSEC source: 0001104659-26-000679 · tm261924-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,618 F1 · shares: These shares of common stock were withheld by the issuer to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 18, 2025 Filed Apr 2, 2025 23:20 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 33,259 | $0.00 Strike: $9.88 | $0.00 |
DisclosureSEC source: 0001104659-25-031314 · tm2511353-2_4seq1.xml · derivative · entry 2 DiGiovanni Jeffrey · CIK 0001752808 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,259 Underlying: Common Stock · 33,259 shares Expires 2035-02-18 F2 · derivative.exercise_date: The non-qualified stock option was granted pursuant to the Company's 2019 Stock-Based Incentive Compensation Plan. The number of shares of Common Stock underlying the option is based on the methodology determined by the Company's compensation committee prior to the date of grant on February 18, 2025. The grant was confirmed by the Company's board of directors on April 1, 2025. The option is scheduled to vest in accordance with the following schedule: 1/4th on the first anniversary of the grant date and 1/12th on each quarterly anniversary of the grant date thereafter, subject to continued employment by the reporting person. The option becomes exercisable, if at all, if the price of the Company's common stock on the Nasdaq Stock Market is equal to or greater than $9.8785 for 20 consecutive trading days during the vesting period of the option. Read SEC document |
| February 18, 2025 Filed Apr 2, 2025 23:20 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantRestricted Stock Units | 17,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-031314 · tm2511353-2_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,618 F1 · shares: The RSUs were granted pursuant to the Company's 2019 Stock-Based Incentive Compensation Plan. The number of RSUs is based on the methodology determined by the Company's compensation committee prior to the date of grant on February 18, 2025. The grant was confirmed by the Company's board of directors on April 1, 2025. Each RSU represents the right to receive one share of Common Stock, subject to adjustment as provided in the Award Agreement. The RSUs are scheduled to vest in accordance with the following schedule: 1/4th on the first anniversary of the grant date and 1/12th on each quarterly anniversary of the grant date thereafter, subject to continued employment by the reporting person. Read SEC document |
| June 13, 2024 Filed Jun 18, 2024 00:28 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantRestricted Stock Units | 31,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-072461 · tm2417476-1_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,156 F1 · shares: The RSUs were granted pursuant to the Company's 2019 Stock-Based Incentive Compensation Plan. Each RSU represents the right to receive one share of Common Stock, subject to adjustment as provided in the Award Agreement. The RSUs are scheduled to vest in accordance with the following schedule: 1/12th on September 30, 2024, and 1/12th on the last day of each fiscal quarter thereafter, subject to continued employment by the reporting person. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 20:53 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 64,599 | $0.00 Strike: $7.06 | $0.00 |
DisclosureSEC source: 0001104659-24-045868 · tm2411391-2_4seq1.xml · derivative · entry 2 DiGiovanni Jeffrey · CIK 0001752808 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,599 Underlying: Common Stock · 64,599 shares Expires 2034-04-08 F2 · derivative.exercise_date: The non-qualified stock option was granted pursuant to the Company's 2019 Stock-Based Incentive Compensation Plan. The option is scheduled to vest in accordance with the following schedule: 1/4th on the first anniversary of the grant date and 1/12th on each quarterly anniversary of the grant date thereafter, subject to continued employment by the reporting person. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 20:53 UTC | INNOVATIVE SOLUTIONS & SUPPORT INC ISSC · Entity 544 | GrantRestricted Stock Units | 35,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-045868 · tm2411391-2_4seq1.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,410 F1 · shares: The RSUs were granted pursuant to the Company's 2019 Stock-Based Incentive Compensation Plan. Each RSU represents the right to receive one share of Common Stock, subject to adjustment as provided in the Award Agreement. The RSUs are scheduled to vest in accordance with the following schedule: 1/4th on the first anniversary of the grant date and 1/12th on each quarterly anniversary of the grant date thereafter, subject to continued employment by the reporting person. Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 16:19 UTC | Stonemor Inc. STON · Entity 122585 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 75,000 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0000899243-22-035131 · doc4.xml · derivative · entry 5 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2029-12-18 F4 · price: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 18, 2019, was assumed by Axar in the merger and replaced with a fully vested option to purchase 75,000 shares of Axar common stock for $1.20 per share F4 · derivative.exercise_date: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 18, 2019, was assumed by Axar in the merger and replaced with a fully vested option to purchase 75,000 shares of Axar common stock for $1.20 per share Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 16:19 UTC | Stonemor Inc. STON · Entity 122585 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 75,000 | $2.30 Strike: $1.20 | $172,500.00 |
DisclosureSEC source: 0000899243-22-035131 · doc4.xml · derivative · entry 4 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2029-12-18 F3 · derivative.exercise_date: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 18, 2019, was cancelled in the merger in exchange for a cash payment of $172,500, representing the difference between the exercise price of the option and the cash merger consideration per share. Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 16:19 UTC | Stonemor Inc. STON · Entity 122585 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 18,833 | Not disclosed Strike: $1.71 | Not disclosed |
DisclosureSEC source: 0000899243-22-035131 · doc4.xml · derivative · entry 3 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,833 shares Expires 2030-12-03 F2 · price: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 3, 2020, was assumed by Axar in the merger and replaced with a fully vested option to purchase 18,833 shares of Axar common stock for $1.71 per share. F2 · derivative.exercise_date: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 3, 2020, was assumed by Axar in the merger and replaced with a fully vested option to purchase 18,833 shares of Axar common stock for $1.71 per share. Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 16:19 UTC | Stonemor Inc. STON · Entity 122585 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 18,834 | $1.79 Strike: $1.71 | $33,712.86 |
DisclosureSEC source: 0000899243-22-035131 · doc4.xml · derivative · entry 2 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,834 shares Expires 2030-12-03 F1 · derivative.exercise_date: This option, which provided for vesting in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 3, 2020, was cancelled in the merger contemplated by an Agreement and Plan of Merger among Axar Cemetery Parent Corp. ("Axar"), StoneMor Inc. and Axar Cemetery Merger Corp. in exchange for a cash payment of $33,712.86, representing the difference between the exercise price of the option and the cash merger consideration per share. Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 16:19 UTC | Stonemor Inc. STON · Entity 122585 | Disposition to issuerCommon Stock | 225,856 | $3.50 | $790,496.00 |
DisclosureSEC source: 0000899243-22-035131 · doc4.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 21, 2022 Filed Oct 24, 2022 18:02 UTC | Stonemor Inc. STON · Entity 122585 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 300,000 | $0.00 Strike: $1.20 | $0.00 |
DisclosureSEC source: 0000899243-22-034008 · doc4.xml · derivative · entry 5 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 300,000 shares Expires 2029-12-18 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_date: This option vests in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 18, 2019. Read SEC document |
| October 21, 2022 Filed Oct 24, 2022 18:02 UTC | Stonemor Inc. STON · Entity 122585 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 18,833 | $0.00 Strike: $1.71 | $0.00 |
DisclosureSEC source: 0000899243-22-034008 · doc4.xml · derivative · entry 4 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,667 Underlying: Common Stock · 18,833 shares Expires 2030-12-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option vests in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant which was December 3, 2020. Read SEC document |
| October 21, 2022 Filed Oct 24, 2022 18:02 UTC | Stonemor Inc. STON · Entity 122585 | Tax withholdingCommon Stock | 189,826 | $3.44 | $653,001.44 |
DisclosureSEC source: 0000899243-22-034008 · doc4.xml · nonDerivative · entry 3 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,856 Read SEC document |
| October 21, 2022 Filed Oct 24, 2022 18:02 UTC | Stonemor Inc. STON · Entity 122585 | Exercise / conversionCommon Stock | 300,000 | $1.20 | $360,000.00 |
DisclosureSEC source: 0000899243-22-034008 · doc4.xml · nonDerivative · entry 2 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,682 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 |
| October 21, 2022 Filed Oct 24, 2022 18:02 UTC | Stonemor Inc. STON · Entity 122585 | Exercise / conversionCommon Stock | 18,833 | $1.71 | $32,204.43 |
DisclosureSEC source: 0000899243-22-034008 · doc4.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,682 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 23:05 UTC | Stonemor Inc. STON · Entity 122585 | GrantEmployee Stock Option (right to buy) · Derivative | 56,500 | $0.00 Strike: $1.71 | $0.00 |
DisclosureSEC source: 0000899243-20-032893 · doc4.xml · derivative · entry 2 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 506,500 Underlying: Common Stock · 56,500 shares Expires 2030-12-03 F2 · derivative.exercise_date: On December 3, 2020, the reporting person was granted 56,500 options to purchase common stock of StoneMor Inc. under the StoneMor Amended and Restated 2019 Long-Term Incentive Plan, as amended, which vest in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant. Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 23:05 UTC | Stonemor Inc. STON · Entity 122585 | GrantCommon Stock | 56,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-032893 · doc4.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,849 F1 · shares: On December 3, 2020, the reporting person was granted 56,500 restricted shares of common stock of StoneMor Inc. under the StoneMor Amended and Restated 2019 Long-Term Incentive Plan, as amended, which vest in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 17:05 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | Disposition to issuerEmployee Unit Option (right to buy) · Derivative | 450,000 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0000899243-20-000082 · doc4.xml · derivative · entry 2 DiGiovanni Jeffrey · CIK 0001752808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 450,000 shares Expires 2029-12-18 F2 · kind: Pursuant to Rule 12g-3(e), StoneMor Inc. is the successor issuer to the Partnership for purposes of Section 16. F3 · kind: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each option to purchase common units of the Partnership originally granted to the reporting person was assumed by StoneMor Inc. and converted into an option to purchase StoneMor Inc. Common Shares ("StoneMor Inc. Stock Option") equal to the number of common units that were subject to such option to purchase common units prior to the Effective Time. The StoneMor Inc. Stock Option is subject to the same terms and conditions as were applicable to such option to purchase common units immediately before the Effective Time. F3 · price: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each option to purchase common units of the Partnership originally granted to the reporting person was assumed by StoneMor Inc. and converted into an option to purchase StoneMor Inc. Common Shares ("StoneMor Inc. Stock Option") equal to the number of common units that were subject to such option to purchase common units prior to the Effective Time. The StoneMor Inc. Stock Option is subject to the same terms and conditions as were applicable to such option to purchase common units immediately before the Effective Time. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each option to purchase common units of the Partnership originally granted to the reporting person was assumed by StoneMor Inc. and converted into an option to purchase StoneMor Inc. Common Shares ("StoneMor Inc. Stock Option") equal to the number of common units that were subject to such option to purchase common units prior to the Effective Time. The StoneMor Inc. Stock Option is subject to the same terms and conditions as were applicable to such option to purchase common units immediately before the Effective Time. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 17:05 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | Disposition to issuerCommon units representing limited partner interests | 40,349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-000082 · doc4.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Merger and Reorganization Agreement and Plan of Merger dated as of September 27, 2018 (as amended to date, the "Merger Agreement"), by and among StoneMor Partners L.P. (the "Partnership"), StoneMor GP LLC (now StoneMor Inc. ("StoneMor Inc.")) and certain of their affiliates, at the effective time of the merger on December 31, 2019 (the "Effective Time"), each common unit of the Partnership held by the reporting person converted into one share of common stock, par value $0.01 per share of StoneMor Inc. ("StoneMor Inc. Common Shares"). F2 · kind: Pursuant to Rule 12g-3(e), StoneMor Inc. is the successor issuer to the Partnership for purposes of Section 16. F1 · price: Pursuant to the Merger and Reorganization Agreement and Plan of Merger dated as of September 27, 2018 (as amended to date, the "Merger Agreement"), by and among StoneMor Partners L.P. (the "Partnership"), StoneMor GP LLC (now StoneMor Inc. ("StoneMor Inc.")) and certain of their affiliates, at the effective time of the merger on December 31, 2019 (the "Effective Time"), each common unit of the Partnership held by the reporting person converted into one share of common stock, par value $0.01 per share of StoneMor Inc. ("StoneMor Inc. Common Shares"). Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 22:25 UTC | Stonemor Inc. STON · Entity 122585 | GrantEmployee Stock Option (right to buy) · Derivative | 450,000 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0000899243-20-000104 · doc4.xml · derivative · entry 2 DiGiovanni Jeffrey · CIK 0001752808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,000 Underlying: Common Stock · 450,000 shares Expires 2029-12-18 F2 · kind: Pursuant to Rule 12g-3(e), StoneMor Inc. is the successor issuer to the Partnership for purposes of Section 16. F3 · kind: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each option to purchase common units of the Partnership originally granted to the reporting person was assumed by StoneMor Inc. and converted into an option to purchase StoneMor Inc. Common Shares ("StoneMor Inc. Stock Option") equal to the number of common units that were subject to such option to purchase common units prior to the Effective Time. The StoneMor Inc. Stock Option is subject to the same terms and conditions as were applicable to such option to purchase common units immediately before the Effective Time. F3 · price: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each option to purchase common units of the Partnership originally granted to the reporting person was assumed by StoneMor Inc. and converted into an option to purchase StoneMor Inc. Common Shares ("StoneMor Inc. Stock Option") equal to the number of common units that were subject to such option to purchase common units prior to the Effective Time. The StoneMor Inc. Stock Option is subject to the same terms and conditions as were applicable to such option to purchase common units immediately before the Effective Time. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each option to purchase common units of the Partnership originally granted to the reporting person was assumed by StoneMor Inc. and converted into an option to purchase StoneMor Inc. Common Shares ("StoneMor Inc. Stock Option") equal to the number of common units that were subject to such option to purchase common units prior to the Effective Time. The StoneMor Inc. Stock Option is subject to the same terms and conditions as were applicable to such option to purchase common units immediately before the Effective Time. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 22:25 UTC | Stonemor Inc. STON · Entity 122585 | GrantCommon Stock | 40,349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-000104 · doc4.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,349 F1 · kind: Pursuant to the Merger and Reorganization Agreement and Plan of Merger dated as of September 27, 2018 (as amended to date, the "Merger Agreement"), by and among StoneMor Partners L.P. (the "Partnership"), StoneMor GP LLC (now StoneMor Inc. ("StoneMor Inc.")) and certain of their affiliates, at the effective time of the merger on December 31, 2019 (the "Effective Time"), each common unit of the Partnership held by the reporting person converted into one share of common stock, par value $0.01 per share of StoneMor Inc. ("StoneMor Inc. Common Shares"). F2 · kind: Pursuant to Rule 12g-3(e), StoneMor Inc. is the successor issuer to the Partnership for purposes of Section 16. F1 · price: Pursuant to the Merger and Reorganization Agreement and Plan of Merger dated as of September 27, 2018 (as amended to date, the "Merger Agreement"), by and among StoneMor Partners L.P. (the "Partnership"), StoneMor GP LLC (now StoneMor Inc. ("StoneMor Inc.")) and certain of their affiliates, at the effective time of the merger on December 31, 2019 (the "Effective Time"), each common unit of the Partnership held by the reporting person converted into one share of common stock, par value $0.01 per share of StoneMor Inc. ("StoneMor Inc. Common Shares"). Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 17:14 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | GrantEmployee Unit Option (right to buy) · Derivative | 450,000 | $0.00 Strike: $1.20 | $0.00 |
DisclosureSEC source: 0000899243-19-029786 · doc4.xml · derivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,000 Underlying: Common Units · 450,000 shares Expires 2029-12-18 F1 · derivative.exercise_date: On December 18, 2019, the reporting person was granted 450,000 options to purchase common limited partnership units of StoneMor Partners L.P. under the StoneMor Amended and Restated 2019 Long-Term Incentive Plan, which vest in equal annual installments over a three-year period, commencing on the first anniversary following the date of grant. Read SEC document |
| August 01, 2019 Filed Aug 8, 2019 07:04 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | Tax withholdingCommon units representing limited partner interests | 17,705 | $1.80 | $31,869.00 |
DisclosureSEC source: 0000899243-19-021322 · doc4.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,349 Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 18:57 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | Exercise / conversionRestricted Phantom Units · Derivative | 41,946 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-018711 · doc4.xml · derivative · entry 3 DiGiovanni Jeffrey · CIK 0001752808 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 41,946 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: On June 27, 2019, StoneMor Partners L.P. consummated a series of transactions as a result of which these restricted phantom units became fully vested and payable, in cash or common units, at the election of the issuer, in accordance with the terms of the Plan and the applicable award agreement pursuant to which such restricted phantom units were granted. The issuer elected to pay such restricted phantom units in common units. F2 · derivative.exercise_date: On June 27, 2019, StoneMor Partners L.P. consummated a series of transactions as a result of which these restricted phantom units became fully vested and payable, in cash or common units, at the election of the issuer, in accordance with the terms of the Plan and the applicable award agreement pursuant to which such restricted phantom units were granted. The issuer elected to pay such restricted phantom units in common units. F2 · derivative.expiration_date: On June 27, 2019, StoneMor Partners L.P. consummated a series of transactions as a result of which these restricted phantom units became fully vested and payable, in cash or common units, at the election of the issuer, in accordance with the terms of the Plan and the applicable award agreement pursuant to which such restricted phantom units were granted. The issuer elected to pay such restricted phantom units in common units. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 18:57 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | Exercise / conversionCommon units representing limited partner interests | 41,946 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-018711 · doc4.xml · nonDerivative · entry 2 DiGiovanni Jeffrey · CIK 0001752808 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,054 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 · price: On June 27, 2019, StoneMor Partners L.P. consummated a series of transactions as a result of which these restricted phantom units became fully vested and payable, in cash or common units, at the election of the issuer, in accordance with the terms of the Plan and the applicable award agreement pursuant to which such restricted phantom units were granted. The issuer elected to pay such restricted phantom units in common units. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 18:57 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | GrantCommon units representing limited partner interests | 16,108 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-018711 · doc4.xml · nonDerivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,108 F1 · price: The reporting person had been granted this number of restricted phantom units subject to performance-based vesting criteria pursuant to an award made under the StoneMor Partners L.P. 2019 Amended and Restated Long-Term Incentive Plan (the "Plan"). F2 · price: On June 27, 2019, StoneMor Partners L.P. consummated a series of transactions as a result of which these restricted phantom units became fully vested and payable, in cash or common units, at the election of the issuer, in accordance with the terms of the Plan and the applicable award agreement pursuant to which such restricted phantom units were granted. The issuer elected to pay such restricted phantom units in common units. Read SEC document |
| April 15, 2019 Filed Apr 17, 2019 16:31 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | GrantRestricted Phantom Units · Derivative | 41,946 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-010752 · doc4.xml · derivative · entry 1 DiGiovanni Jeffrey · CIK 0001752808 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,946 Underlying: Common Units · 41,946 shares Expires not disclosed F1 · derivative.exercise_price: On April 15, 2019, the reporting person was granted 41,946 phantom units vesting in three equal annual installments on each April 3 (or first business day thereafter) commencing on April 3, 2020 pursuant to a Key Employee Unit Agreement, entered into as of April 15, 2019, by and between StoneMor GP, LLC, the general partner of and acting on behalf of StoneMor Partners L.P. ("StoneMor GP"), and the reporting person. Each such phantom unit represents a contingent right to receive one common unit representing a limited partner interest or, at the discretion of the compensation committee of the Board of Directors of StoneMor GP, the cash equivalent of the fair market value of a common unit, in each case, conditioned upon satisfying certain time and other conditions. F1 · derivative.exercise_date: On April 15, 2019, the reporting person was granted 41,946 phantom units vesting in three equal annual installments on each April 3 (or first business day thereafter) commencing on April 3, 2020 pursuant to a Key Employee Unit Agreement, entered into as of April 15, 2019, by and between StoneMor GP, LLC, the general partner of and acting on behalf of StoneMor Partners L.P. ("StoneMor GP"), and the reporting person. Each such phantom unit represents a contingent right to receive one common unit representing a limited partner interest or, at the discretion of the compensation committee of the Board of Directors of StoneMor GP, the cash equivalent of the fair market value of a common unit, in each case, conditioned upon satisfying certain time and other conditions. F1 · derivative.expiration_date: On April 15, 2019, the reporting person was granted 41,946 phantom units vesting in three equal annual installments on each April 3 (or first business day thereafter) commencing on April 3, 2020 pursuant to a Key Employee Unit Agreement, entered into as of April 15, 2019, by and between StoneMor GP, LLC, the general partner of and acting on behalf of StoneMor Partners L.P. ("StoneMor GP"), and the reporting person. Each such phantom unit represents a contingent right to receive one common unit representing a limited partner interest or, at the discretion of the compensation committee of the Board of Directors of StoneMor GP, the cash equivalent of the fair market value of a common unit, in each case, conditioned upon satisfying certain time and other conditions. 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.