Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bloom Energy CorpBE · Entity 2659 | Director | September 30, 2026 | October 03, 2026 |
| CHEVRON CORPCVX · Entity 2804 | Director | August 28, 2026 | September 01, 2026 |
| IDEX CORP /DE/IEX · Entity 3323 | Director | May 07, 2020 | May 11, 2020 |
| SEMPRASRE · Entity 3017 | Director | October 01, 2026 | October 02, 2026 |
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.
Bloom Energy Corp
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 | 34,978 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 83 · Balance 34,978 F1: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan.
CHEVRON CORP
Report date August 28, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 426 |
Reported balance
After 2026-08-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-28 · Other · Acquired 19 · Balance 426 F1: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2: 1-for-1. F3: This number includes dividend equivalent accruals (4) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.
F2: 1-for-1.
F3: This number includes dividend equivalent accruals (4) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan.
IDEX CORP /DE/
Report date May 07, 2020 · Filed May 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 9,825 |
Reported balance
After 2020-05-07 transaction · row 1
1 source rowRow 1 · 2020-05-07 · Grant · Acquired 950 · Balance 9,825 |
SEMPRA
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 15,913.58 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 371.56 · Balance 15,913.58 F1: Phantom shares of Sempra Common Stock acquired as director compensation. F2: Conversion of Derivative Security is 1 for 1. F3: Date exercisable is immediate for shares that have vested. F4: Expiration date is Not Applicable. F5: Total includes 1,509.35 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom shares of Sempra Common Stock acquired as director compensation.
F2: Conversion of Derivative Security is 1 for 1.
F3: Date exercisable is immediate for shares that have vested.
F4: Expiration date is Not Applicable.
F5: Total includes 1,509.35 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ANDEAVOR LLC
Report date October 01, 2018 · Filed October 03, 2018
Section 16 reporting ended · disclosed 2018-10-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-10-01 · Grant · Acquired 24,481 · Balance 62,965 F1: Vesting of Total Shareholder Return ("TSR")-based performance share award previously granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The performance share award was accelerated upon the change of control of the Issuer pursuant to the Agreement and Plan of Merger, dated as of April 29, 2018, by and among the Issuer, Marathon Petroleum Corporation ("MPC"), Mahi Inc. and Mahi LLC (as amended, the "Merger Agreement"), and performance was certified by the Compensation Committee. Row 2 · 2018-10-01 · Disposition to issuer · Disposed 62,965 · Balance 0 F2: Pursuant to the Merger Agreement, at the effective time, each outstanding share of the Issuer's common stock was cancelled and became exchangeable for, at the holder's election, either $152.27 in cash or 1.87 shares of MPC common stock, subject to an allocation and proration whereby the outstanding shares of Issuer's common stock would be exchanged for approximately $3.5 billion in cash with the balance of shares exchanged for MPC shares. The TSR-based performance share award referenced above was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87. |
| Market Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-10-01 · Disposition to issuer · Disposed 18,570 · Balance 0 F3: Pursuant to the Merger Agreement, at the effective time, each outstanding market stock unit award was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of Total Shareholder Return ("TSR")-based performance share award previously granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The performance share award was accelerated upon the change of control of the Issuer pursuant to the Agreement and Plan of Merger, dated as of April 29, 2018, by and among the Issuer, Marathon Petroleum Corporation ("MPC"), Mahi Inc. and Mahi LLC (as amended, the "Merger Agreement"), and performance was certified by the Compensation Committee.
F2: Pursuant to the Merger Agreement, at the effective time, each outstanding share of the Issuer's common stock was cancelled and became exchangeable for, at the holder's election, either $152.27 in cash or 1.87 shares of MPC common stock, subject to an allocation and proration whereby the outstanding shares of Issuer's common stock would be exchanged for approximately $3.5 billion in cash with the balance of shares exchanged for MPC shares. The TSR-based performance share award referenced above was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87.
F3: Pursuant to the Merger Agreement, at the effective time, each outstanding market stock unit award was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87.
Renewable Energy Group, Inc.
Report date June 13, 2022 · Filed June 14, 2022
Section 16 reporting ended · disclosed 2022-06-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,500 |
Reported balance
After 2022-06-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-06-13 · Disposition to issuer · Disposed 23,721 · Balance 89,500 F1: These shares represent the amount of restricted stock units ("RSUs") that vested in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated February 27, 2022, between Renewable Energy Group, Inc. (the "Company"), Chevron Corporation ("Parent") and Cyclone Merger Sub ("Merger Sub"), a copy of which is filled as Exhibit 2.1 to the Company's Form 8-K filed with the SEC on February 28, 2022, and by which the Company became a wholly-owned subsidiary of Parent. These RSUs were settled one for one in common stock of the Company. F2: Outstanding shares of common stock of the Company were converted into the right to receive $61.50 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-06-13 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-06-13 · Disposition to issuer · Disposed 89,500 · Balance 0 F2: Outstanding shares of common stock of the Company were converted into the right to receive $61.50 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement. |
| Performance RightsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-06-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-13 · Disposition to issuer · Disposed 123,219 · Balance 0 F3: These shares represent the amount of performance-based restricted stock units ("PRSUs") that vested in accordance with the Merger Agreement. On the vesting date, the shares will be cancelled and converted into the right to receive the Merger Consideration in accordance with the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent the amount of restricted stock units ("RSUs") that vested in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated February 27, 2022, between Renewable Energy Group, Inc. (the "Company"), Chevron Corporation ("Parent") and Cyclone Merger Sub ("Merger Sub"), a copy of which is filled as Exhibit 2.1 to the Company's Form 8-K filed with the SEC on February 28, 2022, and by which the Company became a wholly-owned subsidiary of Parent. These RSUs were settled one for one in common stock of the Company.
F2: Outstanding shares of common stock of the Company were converted into the right to receive $61.50 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement.
F3: These shares represent the amount of performance-based restricted stock units ("PRSUs") that vested in accordance with the Merger Agreement. On the vesting date, the shares will be cancelled and converted into the right to receive the Merger Consideration in accordance with the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| March 24, 2020 Filed Apr 1, 2020 17:56 UTC Amendment | Renewable Energy Group, Inc. REGI · Entity 126196 | GrantPerformance Rights · Derivative | 67,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-004483 · wf-form4a_158577817414537.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,361 Underlying: Common Stock · 67,361 shares Expires 2023-03-24 F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the Company's common stock, subject to continued employment and other conditions. 50% of the performance-based RSUs ("PRSUs") will vest upon the Company's absolute total shareholder return equal to or exceeding certain targets during the applicable performance period. 50% of the PRSUs will vest upon the Company achieving certain returns on invested capital during the applicable performance period. F2 · shares: This Form 4/A is being filed to amend the Form 4 filed on March 26, 2020 to correct the number of PRSUs granted. This Form 4/A correctly restates such information. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the Company's common stock, subject to continued employment and other conditions. 50% of the performance-based RSUs ("PRSUs") will vest upon the Company's absolute total shareholder return equal to or exceeding certain targets during the applicable performance period. 50% of the PRSUs will vest upon the Company achieving certain returns on invested capital during the applicable performance period. F2 · derivative.underlying_shares: This Form 4/A is being filed to amend the Form 4 filed on March 26, 2020 to correct the number of PRSUs granted. This Form 4/A correctly restates such information. F2 · balance_after: This Form 4/A is being filed to amend the Form 4 filed on March 26, 2020 to correct the number of PRSUs granted. This Form 4/A correctly restates such information. Read SEC document |
| March 19, 2020 Filed Mar 19, 2020 16:04 UTC | Renewable Energy Group, Inc. REGI · Entity 126196 | PurchaseCommon Stock | 3,000 | $16.88 | $50,640.00 |
DisclosureSEC source: 0001628280-20-003817 · wf-form4_158464824268605.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,578 Read SEC document |
| January 02, 2020 Filed Jan 4, 2020 01:07 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 95.44 | $149.12 | $14,232.01 |
DisclosureSEC source: 0001771474-20-000014 · edgar.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 936.45 Underlying: Common Stock · 95.44 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 662.72 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 00:08 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 85.57 | $146.08 | $12,500.07 |
DisclosureSEC source: 0001228379-19-000104 · edgar.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 836.02 Underlying: Common Stock · 85.57 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 658.35 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| July 03, 2019 Filed Jul 3, 2019 23:19 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 653.83 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-19-000088 · edgar.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 653.83 Underlying: Common Stock · 653.83 shares Expires not disclosed F1 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F2 · derivative.exercise_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to the first anniverary of the date of grant. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. F2 · derivative.expiration_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to the first anniverary of the date of grant. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 22:13 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 91.47 | $136.66 | $12,500.29 |
DisclosureSEC source: 0001228379-19-000086 · edgar.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91.47 Underlying: Common Stock · 91.47 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. Read SEC document |
| June 17, 2019 Filed Jun 18, 2019 16:55 UTC | Renewable Energy Group, Inc. REGI · Entity 126196 | PurchaseCommon Stock | 4,000 | $14.16 | $56,640.00 |
DisclosureSEC source: 0001628280-19-008087 · wf-form4_156089131441724.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,578 Read SEC document |
| May 10, 2019 Filed May 14, 2019 20:50 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 845 | $0.00 | $0.00 |
DisclosureSEC source: 0001226577-19-000008 · primary_doc.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,875 Read SEC document |
| March 25, 2019 Filed Mar 26, 2019 18:01 UTC | Renewable Energy Group, Inc. REGI · Entity 126196 | GrantPerformance Rights · Derivative | 64,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-003456 · wf-form4_155363770296277.xml · derivative · entry 2 WARNER CYNTHIA J · CIK 0001570212 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,046 Underlying: Performance Rights · 64,046 shares Expires 2024-03-25 F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of REGI common stock, subject to continued employment and other conditions. Half of the Performance Based RSUs will vest upon REGI's common stock price equal to or exceeding a market price of $30.00 per share during the applicable performance period, based on the volume-weighted average stock price during any 20 consecutive trading days. The other 50% of the Performance Based RSUs will vest upon REGI achieving a 12% return on invested capital during the applicable performance periods, as measured on a simple average basis. F2 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of REGI common stock, subject to continued employment and other conditions. Half of the Performance Based RSUs will vest upon REGI's common stock price equal to or exceeding a market price of $30.00 per share during the applicable performance period, based on the volume-weighted average stock price during any 20 consecutive trading days. The other 50% of the Performance Based RSUs will vest upon REGI achieving a 12% return on invested capital during the applicable performance periods, as measured on a simple average basis. Read SEC document |
| March 25, 2019 Filed Mar 26, 2019 18:01 UTC | Renewable Energy Group, Inc. REGI · Entity 126196 | GrantCommon Stock | 20,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-003456 · wf-form4_155363770296277.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,578 F1 · security: Represents award of restricted stock units ("RSUs") that will vest 33.33% over the three year period from the grant date, subject to continued service as an employee of Renewable Energy Group, Inc. (the "Company"). RSUs may be settled only for shares of common stock on a one-for-one basis. Read SEC document |
| January 14, 2019 Filed Jan 16, 2019 16:11 UTC | Renewable Energy Group, Inc. REGI · Entity 126196 | GrantCommon Stock | 38,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-000361 · wf-form4_154767308537669.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,139 F1 · security: Represents award of restricted stock units ("RSUs") that will vest in full on 1/14/2022, subject to continued service as an employee of Renewable Energy Group, Inc. (the "Company"). RSUs may be settled only for shares of common stock on a one-for-one basis. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:47 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Disposition to issuerMarket Stock Units · Derivative | 18,570 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-026144 · doc4.xml · derivative · entry 3 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,570 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Merger Agreement, at the effective time, each outstanding market stock unit award was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87. F3 · price: Pursuant to the Merger Agreement, at the effective time, each outstanding market stock unit award was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time, each outstanding market stock unit award was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87. F3 · derivative.expiration_date: Pursuant to the Merger Agreement, at the effective time, each outstanding market stock unit award was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:47 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Disposition to issuerCommon Stock | 62,965 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-026144 · doc4.xml · nonDerivative · entry 2 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, at the effective time, each outstanding share of the Issuer's common stock was cancelled and became exchangeable for, at the holder's election, either $152.27 in cash or 1.87 shares of MPC common stock, subject to an allocation and proration whereby the outstanding shares of Issuer's common stock would be exchanged for approximately $3.5 billion in cash with the balance of shares exchanged for MPC shares. The TSR-based performance share award referenced above was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:47 UTC | ANDEAVOR LLC ANDV · Entity 143162 | GrantCommon Stock | 24,481 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-026144 · doc4.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,965 F1 · price: Vesting of Total Shareholder Return ("TSR")-based performance share award previously granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The performance share award was accelerated upon the change of control of the Issuer pursuant to the Agreement and Plan of Merger, dated as of April 29, 2018, by and among the Issuer, Marathon Petroleum Corporation ("MPC"), Mahi Inc. and Mahi LLC (as amended, the "Merger Agreement"), and performance was certified by the Compensation Committee. Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 21:21 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 945 | $0.00 | $0.00 |
DisclosureSEC source: 0001226577-18-000007 · primary_doc.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,030 Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 19:16 UTC | ANDEAVOR LLC ANDV · Entity 143162 | GrantMarket Stock Unit Award · Derivative | 6,549 | $0.00 | $0.00 |
DisclosureSEC source: 0000050104-18-000046 · wf-form4_151874016931508.xml · derivative · entry 6 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,549 Underlying: Common Stock · 6,549 shares Expires not disclosed F5 · derivative.exercise_price: Market stock unit award granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The market stock units will vest on the third anniversary of the grant date and will be settled in shares of common stock. The number of shares received will be adjusted upon vesting to between 50% and 200% of the awarded amount based upon an ANDV stock price performance multiple. F5 · derivative.exercise_date: Market stock unit award granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The market stock units will vest on the third anniversary of the grant date and will be settled in shares of common stock. The number of shares received will be adjusted upon vesting to between 50% and 200% of the awarded amount based upon an ANDV stock price performance multiple. F5 · derivative.expiration_date: Market stock unit award granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The market stock units will vest on the third anniversary of the grant date and will be settled in shares of common stock. The number of shares received will be adjusted upon vesting to between 50% and 200% of the awarded amount based upon an ANDV stock price performance multiple. F5 · derivative.underlying_shares: Market stock unit award granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The market stock units will vest on the third anniversary of the grant date and will be settled in shares of common stock. The number of shares received will be adjusted upon vesting to between 50% and 200% of the awarded amount based upon an ANDV stock price performance multiple. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 19:16 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Exercise / conversionMarket Stock Unit Award · Derivative | 6,537 | $0.00 | $0.00 |
DisclosureSEC source: 0000050104-18-000046 · wf-form4_151874016931508.xml · derivative · entry 5 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,537 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. F1 · derivative.exercise_price: Vesting and settlement of market stock unit award previously granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The market stock units vested on the third anniversary of the grant date, were adjusted based upon an ANDV stock price performance multiple, and were settled in shares of common stock upon certification by the Compensation Committee. F1 · derivative.exercise_date: Vesting and settlement of market stock unit award previously granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The market stock units vested on the third anniversary of the grant date, were adjusted based upon an ANDV stock price performance multiple, and were settled in shares of common stock upon certification by the Compensation Committee. F1 · derivative.expiration_date: Vesting and settlement of market stock unit award previously granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The market stock units vested on the third anniversary of the grant date, were adjusted based upon an ANDV stock price performance multiple, and were settled in shares of common stock upon certification by the Compensation Committee. F1 · derivative.underlying_shares: Vesting and settlement of market stock unit award previously granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The market stock units vested on the third anniversary of the grant date, were adjusted based upon an ANDV stock price performance multiple, and were settled in shares of common stock upon certification by the Compensation Committee. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 19:16 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Tax withholdingCommon Stock | 2,740 | $97.77 | $267,889.80 |
DisclosureSEC source: 0000050104-18-000046 · wf-form4_151874016931508.xml · nonDerivative · entry 4 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,484 F4 · kind: These shares of common stock were automatically withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of the performance share award described in footnote 3. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 19:16 UTC | ANDEAVOR LLC ANDV · Entity 143162 | GrantCommon Stock | 6,962 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000050104-18-000046 · wf-form4_151874016931508.xml · nonDerivative · entry 3 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,224 F3 · price: Vesting and settlement of TSR-based performance share award previously granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The performance share award vested on December 31, 2017, the end of the three-year performance period, and was settled in shares of common stock upon certification by the Compensation Committee. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 19:16 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Tax withholdingCommon Stock | 2,533 | $97.77 | $247,651.41 |
DisclosureSEC source: 0000050104-18-000046 · wf-form4_151874016931508.xml · nonDerivative · entry 2 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,262 F2 · kind: These shares of common stock were automatically withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of the market stock unit award described in footnote 1. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 19:16 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Exercise / conversionCommon Stock | 10,282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000050104-18-000046 · wf-form4_151874016931508.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,795 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 · price: Vesting and settlement of market stock unit award previously granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The market stock units vested on the third anniversary of the grant date, were adjusted based upon an ANDV stock price performance multiple, and were settled in shares of common stock upon certification by the Compensation Committee. Read SEC document |
| October 10, 2017 Filed Oct 12, 2017 19:10 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Exercise / conversionMarket Stock Units · Derivative | 10,169 | $0.00 | $0.00 |
DisclosureSEC source: 0000050104-17-000221 · wf-form4_150784979107075.xml · derivative · entry 3 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,169 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. F1 · derivative.exercise_price: Represents the vesting and settlement of a market stock unit award previously granted under the Amended and Restated Andeavor 2011 Long-Term Incentive Plan. The market stock units vested on the third anniversary of the grant date, were adjusted based upon stock price performance multiple of the Issuer, and were settled in shares of common stock upon certification of such stock price performance multiple by the Compensation Committee of the Issuer. F1 · derivative.exercise_date: Represents the vesting and settlement of a market stock unit award previously granted under the Amended and Restated Andeavor 2011 Long-Term Incentive Plan. The market stock units vested on the third anniversary of the grant date, were adjusted based upon stock price performance multiple of the Issuer, and were settled in shares of common stock upon certification of such stock price performance multiple by the Compensation Committee of the Issuer. F1 · derivative.expiration_date: Represents the vesting and settlement of a market stock unit award previously granted under the Amended and Restated Andeavor 2011 Long-Term Incentive Plan. The market stock units vested on the third anniversary of the grant date, were adjusted based upon stock price performance multiple of the Issuer, and were settled in shares of common stock upon certification of such stock price performance multiple by the Compensation Committee of the Issuer. Read SEC document |
| October 10, 2017 Filed Oct 12, 2017 19:10 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Tax withholdingCommon Stock | 7,432 | $106.33 | $790,244.56 |
DisclosureSEC source: 0000050104-17-000221 · wf-form4_150784979107075.xml · nonDerivative · entry 2 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,513 F2 · kind: These shares of common stock were automatically withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of the market stock unit award described in footnote 1. Read SEC document |
| October 10, 2017 Filed Oct 12, 2017 19:10 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Exercise / conversionCommon Stock | 17,715 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000050104-17-000221 · wf-form4_150784979107075.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,945 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 · price: Represents the vesting and settlement of a market stock unit award previously granted under the Amended and Restated Andeavor 2011 Long-Term Incentive Plan. The market stock units vested on the third anniversary of the grant date, were adjusted based upon stock price performance multiple of the Issuer, and were settled in shares of common stock upon certification of such stock price performance multiple by the Compensation Committee of the Issuer. Read SEC document |
| October 06, 2017 Filed Oct 10, 2017 18:20 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Tax withholdingCommon Stock | 11,181 | $105.99 | $1,185,074.19 |
DisclosureSEC source: 0000050104-17-000219 · wf-form4_150767402432582.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,230 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:06 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001322851-17-000007 · primary_doc.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,085 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 18:35 UTC | ANDEAVOR LLC TSO · Entity 143162 | GrantMarket Stock Unit Award · Derivative | 5,586 | $0.00 | $0.00 |
DisclosureSEC source: 0000050104-17-000047 · wf-form4_148728814243129.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,727 Underlying: Common Stock · 5,586 shares Expires not disclosed F1 · derivative.exercise_price: Market stock unit award granted under the Amended and Restated Tesoro Corporation 2011 Long-Term Incentive Plan. The market stock units will vest on the third anniversary of the grant date and will be settled in shares of common stock. The number of shares received will be adjusted upon vesting to between 50% and 200% of the awarded amount based upon a TSO stock price performance multiple. F1 · derivative.exercise_date: Market stock unit award granted under the Amended and Restated Tesoro Corporation 2011 Long-Term Incentive Plan. The market stock units will vest on the third anniversary of the grant date and will be settled in shares of common stock. The number of shares received will be adjusted upon vesting to between 50% and 200% of the awarded amount based upon a TSO stock price performance multiple. F1 · derivative.expiration_date: Market stock unit award granted under the Amended and Restated Tesoro Corporation 2011 Long-Term Incentive Plan. The market stock units will vest on the third anniversary of the grant date and will be settled in shares of common stock. The number of shares received will be adjusted upon vesting to between 50% and 200% of the awarded amount based upon a TSO stock price performance multiple. 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.