Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMAZON COM INCAMZN · Entity 1956 | Senior Vice President | August 21, 2026 | August 25, 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.
AMAZON COM INC
Report date August 21, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 41,190 |
Ending reported balance
After 2026-08-24 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2026-08-21 · Exercise / conversion · Acquired 9,900 · Balance 51,090 Row 2 · 2026-08-21 · Exercise / conversion · Acquired 5,530 · Balance 56,620 Row 3 · 2026-08-21 · Sale · Disposed 1,138 · Balance 55,482 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 11/03/2025. F2: Represents the weighted average sale price. The highest price at which shares were sold was $258.23 and the lowest price at which shares were sold was $257.24. Row 4 · 2026-08-21 · Sale · Disposed 1,782 · Balance 53,700 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 11/03/2025. F3: Represents the weighted average sale price. The highest price at which shares were sold was $259.23 and the lowest price at which shares were sold was $258.25. Row 5 · 2026-08-21 · Sale · Disposed 2,133 · Balance 51,567 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 11/03/2025. F4: Represents the weighted average sale price. The highest price at which shares were sold was $260.19 and the lowest price at which shares were sold was $259.25. Row 6 · 2026-08-21 · Sale · Disposed 1,119 · Balance 50,448 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 11/03/2025. F5: Represents the weighted average sale price. The highest price at which shares were sold was $261.00 and the lowest price at which shares were sold was $260.26. Row 7 · 2026-08-24 · Sale · Disposed 9,258 · Balance 41,190 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 11/03/2025. |
| Restricted Stock Unit AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-02-21 | Direct | 50,300 |
Reported balance
After 2026-08-21 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-08-21 · Exercise / conversion · Disposed 9,900 · Balance 50,300 F6: Converts into Common Stock on a one-for-one basis. F7: This award vests based upon the following vesting schedule: 2,260 shares on May 21, 2023; 2,240 shares on each of August 21, 2023, November 21, 2023, and February 21, 2024; 3,240 shares on each of May 21, 2024, August 21, 2024, November 21, 2024, and February 21, 2025; 3,940 shares on each of May 21, 2025, August 21, 2025, and November 21, 2025; 3,920 shares on February 21, 2026; 9,920 shares on May 21, 2026; 9,900 shares on each of August 21, 2026, November 21, 2026, and February 21, 2027; 7,640 shares on May 21, 2027; and 7,620 shares on each of August 21, 2027, November 21, 2027, and February 21, 2028. |
| Restricted Stock Unit AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2030-02-21 | Direct | 108,406 |
Reported balance
After 2026-08-21 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-08-21 · Exercise / conversion · Disposed 5,530 · Balance 108,406 F6: Converts into Common Stock on a one-for-one basis. F8: This award vests based upon the following vesting schedule: 5,050 shares on each of May 21, 2025, August 21, 2025, and November 21, 2025; 5,049 shares on February 21, 2026; 5,530 shares on each of May 21, 2026, August 21, 2026, and November 21, 2026; 5,529 shares on February 21, 2027; 5,797 shares on each of May 21, 2027 and August 21, 2027; 5,796 shares on each of November 21, 2027 and February 21, 2028; 10,474 shares on each of May 21, 2028, August 21, 2028, and November 21, 2028; 10,473 shares on February 21, 2029; 8,067 shares on each of May 21, 2029 and August 21, 2029; and 8,066 shares on each of November 21, 2029 and February 21, 2030. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 11/03/2025.
F2: Represents the weighted average sale price. The highest price at which shares were sold was $258.23 and the lowest price at which shares were sold was $257.24.
F3: Represents the weighted average sale price. The highest price at which shares were sold was $259.23 and the lowest price at which shares were sold was $258.25.
F4: Represents the weighted average sale price. The highest price at which shares were sold was $260.19 and the lowest price at which shares were sold was $259.25.
F5: Represents the weighted average sale price. The highest price at which shares were sold was $261.00 and the lowest price at which shares were sold was $260.26.
F6: Converts into Common Stock on a one-for-one basis.
F7: This award vests based upon the following vesting schedule: 2,260 shares on May 21, 2023; 2,240 shares on each of August 21, 2023, November 21, 2023, and February 21, 2024; 3,240 shares on each of May 21, 2024, August 21, 2024, November 21, 2024, and February 21, 2025; 3,940 shares on each of May 21, 2025, August 21, 2025, and November 21, 2025; 3,920 shares on February 21, 2026; 9,920 shares on May 21, 2026; 9,900 shares on each of August 21, 2026, November 21, 2026, and February 21, 2027; 7,640 shares on May 21, 2027; and 7,620 shares on each of August 21, 2027, November 21, 2027, and February 21, 2028.
F8: This award vests based upon the following vesting schedule: 5,050 shares on each of May 21, 2025, August 21, 2025, and November 21, 2025; 5,049 shares on February 21, 2026; 5,530 shares on each of May 21, 2026, August 21, 2026, and November 21, 2026; 5,529 shares on February 21, 2027; 5,797 shares on each of May 21, 2027 and August 21, 2027; 5,796 shares on each of November 21, 2027 and February 21, 2028; 10,474 shares on each of May 21, 2028, August 21, 2028, and November 21, 2028; 10,473 shares on February 21, 2029; 8,067 shares on each of May 21, 2029 and August 21, 2029; and 8,066 shares on each of November 21, 2029 and February 21, 2030.
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 |
|---|---|---|---|---|---|---|
| August 15, 2016 Filed Aug 17, 2016 20:07 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 451 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000303 · wf-form4_147146441288764.xml · derivative · entry 8 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,908 Underlying: Common Stock, par value $.01 per share · 451 shares Expires 2018-02-15 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. F5 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F6 · derivative.exercise_date: This award vests upon the following vesting schedule and the satisfaction of certain business criteria intended to qualify the award as tax-deductible compensation under Section 162(m) of the Internal Revenue Code: 604 shares on each of May 15, 2013, August 15, 2013, and November 15, 2013; 603 shares on February 15, 2014; 866 shares on each of May 15, 2014, August 15, 2014, November 15, 2014, and February 15, 2015; 573 shares on each of May 15, 2015, August 15, 2015, November 15, 2015, and February 15, 2016; 451 shares on each of May 15, 2016, August 15, 2016, and November 15, 2016; 450 shares on February 15, 2017; 1,002 shares on each of May 15, 2017, August 15, 2017, and November 15, 2017; and 1,001 shares on February 15, 2018. Read SEC document |
| August 15, 2016 Filed Aug 17, 2016 20:07 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 200 | $771.44 | $154,287.00 |
DisclosureSEC source: 0001018724-16-000303 · wf-form4_147146441288764.xml · nonDerivative · entry 7 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,018 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: Represents the weighted average sale price. The highest price at which shares were sold was $771.82 and the lowest price at which shares were sold was $771.05. Read SEC document |
| August 15, 2016 Filed Aug 17, 2016 20:07 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 1,100 | $770.13 | $847,143.99 |
DisclosureSEC source: 0001018724-16-000303 · wf-form4_147146441288764.xml · nonDerivative · entry 6 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,218 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: Represents the weighted average sale price. The highest price at which shares were sold was $770.53 and the lowest price at which shares were sold was $769.87. Read SEC document |
| August 15, 2016 Filed Aug 17, 2016 20:07 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 719 | $768.47 | $552,526.91 |
DisclosureSEC source: 0001018724-16-000303 · wf-form4_147146441288764.xml · nonDerivative · entry 5 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,318 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: Represents the weighted average sale price. The highest price at which shares were sold was $768.92 and the lowest price at which shares were sold was $768.01. Read SEC document |
| August 15, 2016 Filed Aug 17, 2016 20:07 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000303 · wf-form4_147146441288764.xml · nonDerivative · entry 4 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,037 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 |
| August 15, 2016 Filed Aug 17, 2016 20:07 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 524 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000303 · wf-form4_147146441288764.xml · nonDerivative · entry 3 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,327 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 |
| August 15, 2016 Filed Aug 17, 2016 20:07 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000303 · wf-form4_147146441288764.xml · nonDerivative · entry 2 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,803 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 |
| August 15, 2016 Filed Aug 17, 2016 20:07 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000303 · wf-form4_147146441288764.xml · nonDerivative · entry 1 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,469 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 |
| May 16, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | GiftCommon Stock, par value $.01 per share | 357 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 12 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,018 F6 · kind: Contribution to non-profit organization. Read SEC document |
| May 16, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 100 | $710.05 | $71,005.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 11 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,375 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| May 16, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 100 | $707.92 | $70,792.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 10 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,475 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| May 16, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 100 | $706.77 | $70,677.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 9 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,575 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| May 16, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 212 | $705.49 | $149,564.20 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 8 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,675 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F5 · price: Represents the weighted average sale price. The highest price at which shares were sold was $705.93 and the lowest price at which shares were sold was $705.04. Read SEC document |
| May 16, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 507 | $704.49 | $357,175.47 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 7 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,887 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: Represents the weighted average sale price. The highest price at which shares were sold was $704.78 and the lowest price at which shares were sold was $703.98. Read SEC document |
| May 16, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 600 | $702.39 | $421,435.02 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 6 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,394 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: Represents the weighted average sale price. The highest price at which shares were sold was $703.01 and the lowest price at which shares were sold was $702.05. Read SEC document |
| May 16, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 400 | $701.33 | $280,531.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 5 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,994 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: Represents the weighted average sale price. The highest price at which shares were sold was $701.77 and the lowest price at which shares were sold was $700.91. Read SEC document |
| May 15, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 710 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · derivative · entry 16 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,821 Underlying: Common Stock, par value $.01 per share · 710 shares Expires 2020-02-15 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. F7 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F11 · derivative.exercise_date: This award vests upon the following vesting schedule and the satisfaction of certain business criteria intended to qualify the award as tax-deductible compensation under Section 162(m) of the Internal Revenue Code: 637 shares on each of May 15, 2015, August 15, 2015, November 15, 2015, and February 15, 2016; 710 shares on each of May 15, 2016 and August 15, 2016; 711 shares on each of November 15, 2016 and February 15, 2017; 753 shares on May 15, 2017; 754 shares on each of August 15, 2017, November 15, 2017, and February 15, 2018; 1,367 shares on each of May 15, 2018 and August 15, 2018; 1,368 shares on each of November 15, 2018 and February 15, 2019; and 1,051 shares on each of May 15, 2019, August 15, 2019, November 15, 2019, and February 15, 2020. Read SEC document |
| May 15, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 524 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · derivative · entry 15 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,572 Underlying: Common Stock, par value $.01 per share · 524 shares Expires 2017-02-15 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. F7 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F10 · derivative.exercise_date: This award vests at the rate of: 17 shares on May 15, 2014; 16 shares on each of August 15, 2014, November 15, 2014, and February 15, 2015; 27 shares on each of May 15, 2015, August 15, 2015, and November 15, 2015; 26 shares on February 15, 2016; and 524 shares on each of May 15, 2016, August 15, 2016, November 15, 2016, and February 15, 2017. Read SEC document |
| May 15, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · derivative · entry 14 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,001 Underlying: Common Stock, par value $.01 per share · 334 shares Expires 2017-02-15 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. F7 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F9 · derivative.exercise_date: This award vests at the rate of: 305 shares on each of May 15, 2014, August 15, 2014, and November 15, 2014; 303 shares on February 15, 2015; 363 shares on each of May 15, 2015, August 15, 2015, and November 15, 2015; 361 shares on February 15, 2016; 334 shares on each of May 15, 2016, August 15, 2016, and November 15, 2016; and 333 shares on February 15, 2017. Read SEC document |
| May 15, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 451 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · derivative · entry 13 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,359 Underlying: Common Stock, par value $.01 per share · 451 shares Expires 2018-02-15 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. F7 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F8 · derivative.exercise_date: This award vests upon the following vesting schedule and the satisfaction of certain business criteria intended to qualify the award as tax-deductible compensation under Section 162(m) of the Internal Revenue Code: 604 shares on each of May 15, 2013, August 15, 2013, and November 15, 2013; 603 shares on February 15, 2014; 866 shares on each of May 15, 2014, August 15, 2014, November 15, 2014, and February 15, 2015; 573 shares on each of May 15, 2015, August 15, 2015, November 15, 2015, and February 15, 2016; 451 shares on each of May 15, 2016, August 15, 2016, and November 15, 2016; 450 shares on February 15, 2017; 1,002 shares on each of May 15, 2017, August 15, 2017, and November 15, 2017; and 1,001 shares on February 15, 2018. Read SEC document |
| May 15, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 4 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,394 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 |
| May 15, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 524 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 3 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,684 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 |
| May 15, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 2 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,160 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 |
| May 15, 2016 Filed May 17, 2016 22:41 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000259 · wf-form4_146352485687022.xml · nonDerivative · entry 1 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,826 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 |
| May 03, 2016 Filed May 5, 2016 22:33 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 1,110 | $677.36 | $751,869.60 |
DisclosureSEC source: 0001018724-16-000235 · wf-form4_146248761386377.xml · nonDerivative · entry 1 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,375 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| April 05, 2016 Filed Apr 7, 2016 23:38 UTC | AMAZON COM INC AMZN · Entity 1956 | GrantRestricted Stock Unit Award · Derivative | 17,559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000217 · wf-form4_146007228148604.xml · derivative · entry 1 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,559 Underlying: Common Stock, par value $.01 per share · 17,559 shares Expires 2022-02-15 F1 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F2 · derivative.exercise_date: This award vests based upon the following vesting schedule and the satisfaction of certain business criteria intended to qualify the award as tax-deductible compensation under Section 162(m) of the Internal Revenue Code: 578 shares on each of May 15, 2017, August 15, 2017, November 15, 2017, and February 15, 2018; 661 shares on each of May 15, 2018 and August 15, 2018; 662 shares on each of November 15, 2018 and February 15, 2019; 713 shares on each of May 15, 2019 and August 15, 2019; 714 shares on each of November 15, 2019 and February 15, 2020; 1,376 shares on May 15, 2020; 1,377 shares on each of August 15, 2020, November 15, 2020, and February 15, 2021; and 1,060 shares on each of May 15, 2021, August 15, 2021, November 15, 2021, and February 15, 2022. Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | OtherCommon Stock, par value $.01 per share | 72.554 | $521.09 | $37,807.13 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 12 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Held by the reporting person's Amazon.com 401(k) plan account Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 200 | $522.84 | $104,568.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 11 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,485 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F6 · price: Represents the weighted average sale price. The highest price at which shares were sold was $523.16 and the lowest price at which shares were sold was $522.52. Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 200 | $521.46 | $104,291.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 10 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,685 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F5 · price: Represents the weighted average sale price. The highest price at which shares were sold was $521.87 and the lowest price at which shares were sold was $521.04. Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 308 | $519.94 | $160,142.41 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 9 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,885 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: Represents the weighted average sale price. The highest price at which shares were sold was $520.20 and the lowest price at which shares were sold was $519.60. Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 219 | $517.68 | $113,371.02 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 8 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,193 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: Represents the weighted average sale price. The highest price at which shares were sold was $518.05 and the lowest price at which shares were sold was $517.36. Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 100 | $516.05 | $51,605.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 7 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,412 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 183 | $513.80 | $94,024.67 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 6 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,512 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: Represents the weighted average sale price. The highest price at which shares were sold was $514.05 and the lowest price at which shares were sold was $513.49. Read SEC document |
| February 15, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 637 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · derivative · entry 17 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,531 Underlying: Common Stock, par value $.01 per share · 637 shares Expires 2020-02-15 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. F7 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F12 · derivative.exercise_date: This award vests upon the following vesting schedule and the satisfaction of certain business criteria intended to qualify the award as tax-deductible compensation under Section 162(m) of the Internal Revenue Code: 637 shares on each of May 15, 2015, August 15, 2015, November 15, 2015, and February 15, 2016; 710 shares on each of May 15, 2016 and August 15, 2016; 711 shares on each of November 15, 2016 and February 15, 2017; 753 shares on May 15, 2017; 754 shares on each of August 15, 2017, November 15, 2017, and February 15, 2018; 1,367 shares on each of May 15, 2018 and August 15, 2018; 1,368 shares on each of November 15, 2018 and February 15, 2019; and 1,051 shares on each of May 15, 2019, August 15, 2019, November 15, 2019, and February 15, 2020. Read SEC document |
| February 15, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 723 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · derivative · entry 16 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $.01 per share · 723 shares Expires 2016-02-15 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. F7 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F11 · derivative.exercise_date: This award vests at the rate of: 957 shares on May 15, 2014; 958 shares on each of August 15, 2014, November 15, 2014, and February 15, 2015; 722 shares on each of May 15, 2015 and August 15, 2015; and 723 shares on each of November 15, 2015 and February 15, 2016. Read SEC document |
| February 15, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 26 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · derivative · entry 15 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,096 Underlying: Common Stock, par value $.01 per share · 26 shares Expires 2017-02-15 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. F7 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F10 · derivative.exercise_date: This award vests at the rate of: 17 shares on May 15, 2014; 16 shares on each of August 15, 2014, November 15, 2014, and February 15, 2015; 27 shares on each of May 15, 2015, August 15, 2015, and November 15, 2015; 26 shares on February 15, 2016; and 524 shares on each of May 15, 2016, August 15, 2016, November 15, 2016, and February 15, 2017. Read SEC document |
| February 15, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 361 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · derivative · entry 14 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,335 Underlying: Common Stock, par value $.01 per share · 361 shares Expires 2017-02-15 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. F7 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F9 · derivative.exercise_date: This award vests at the rate of: 305 shares on each of May 15, 2014, August 15, 2014, and November 15, 2014; 303 shares on February 15, 2015; 363 shares on each of May 15, 2015, August 15, 2015, and November 15, 2015; 361 shares on February 15, 2016; 334 shares on each of May 15, 2016, August 15, 2016, and November 15, 2016; and 333 shares on February 15, 2017. Read SEC document |
| February 15, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 573 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · derivative · entry 13 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,810 Underlying: Common Stock, par value $.01 per share · 573 shares Expires 2018-02-15 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. F7 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F8 · derivative.exercise_date: This award vests upon the following vesting schedule and the satisfaction of certain business criteria intended to qualify the award as tax-deductible compensation under Section 162(m) of the Internal Revenue Code: 604 shares on each of May 15, 2013, August 15, 2013, and November 15, 2013; 603 shares on February 15, 2014; 866 shares on each of May 15, 2014, August 15, 2014, November 15, 2014, and February 15, 2015; 573 shares on each of May 15, 2015, August 15, 2015, November 15, 2015, and February 15, 2016; 451 shares on each of May 15, 2016, August 15, 2016, and November 15, 2016; 450 shares on February 15, 2017; 1,002 shares on each of May 15, 2017, August 15, 2017, and November 15, 2017; and 1,001 shares on February 15, 2018. Read SEC document |
| February 15, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 637 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 5 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,695 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 |
| February 15, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 723 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 4 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,058 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 |
| February 15, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 3 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,335 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 |
| February 15, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 2 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,309 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 |
| February 15, 2016 Filed Feb 18, 2016 02:03 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 573 | $0.00 | $0.00 |
DisclosureSEC source: 0001018724-16-000197 · wf-form4_145576101306831.xml · nonDerivative · entry 1 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,948 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 |
| November 16, 2015 Filed Nov 18, 2015 00:08 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 200 | $638.99 | $127,797.00 |
DisclosureSEC source: 0001018724-15-000160 · wf-form4_144780527010314.xml · nonDerivative · entry 16 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,375 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F9 · price: Represents the weighted average sale price. The highest price at which shares were sold was $639.03 and the lowest price at which shares were sold was $638.94. Read SEC document |
| November 16, 2015 Filed Nov 18, 2015 00:08 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 200 | $637.33 | $127,465.00 |
DisclosureSEC source: 0001018724-15-000160 · wf-form4_144780527010314.xml · nonDerivative · entry 15 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,575 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F8 · price: Represents the weighted average sale price. The highest price at which shares were sold was $637.44 and the lowest price at which shares were sold was $637.21. Read SEC document |
| November 16, 2015 Filed Nov 18, 2015 00:08 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 200 | $635.97 | $127,194.00 |
DisclosureSEC source: 0001018724-15-000160 · wf-form4_144780527010314.xml · nonDerivative · entry 14 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,775 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F7 · price: Represents the weighted average sale price. The highest price at which shares were sold was $636.05 and the lowest price at which shares were sold was $635.89. Read SEC document |
| November 16, 2015 Filed Nov 18, 2015 00:08 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 100 | $634.18 | $63,418.00 |
DisclosureSEC source: 0001018724-15-000160 · wf-form4_144780527010314.xml · nonDerivative · entry 13 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,975 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| November 16, 2015 Filed Nov 18, 2015 00:08 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 100 | $632.54 | $63,254.00 |
DisclosureSEC source: 0001018724-15-000160 · wf-form4_144780527010314.xml · nonDerivative · entry 12 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,075 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| November 16, 2015 Filed Nov 18, 2015 00:08 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 300 | $630.93 | $189,278.01 |
DisclosureSEC source: 0001018724-15-000160 · wf-form4_144780527010314.xml · nonDerivative · entry 11 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,175 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F6 · price: Represents the weighted average sale price. The highest price at which shares were sold was $631.36 and the lowest price at which shares were sold was $630.70. Read SEC document |
| November 16, 2015 Filed Nov 18, 2015 00:08 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 300 | $629.95 | $188,984.01 |
DisclosureSEC source: 0001018724-15-000160 · wf-form4_144780527010314.xml · nonDerivative · entry 10 Zapolsky David · CIK 0001557979 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,475 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F5 · price: Represents the weighted average sale price. The highest price at which shares were sold was $630.48 and the lowest price at which shares were sold was $629.55. 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.