Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AXON ENTERPRISE, INC.AXON · Entity 567 | Chief Accounting Officer | August 31, 2026 | September 02, 2026 |
| HONEYWELL INTERNATIONAL INCHON · Entity 2988 | Vice President and Controller | February 27, 2018 | March 01, 2018 |
| MSCI Inc.MSCI · Entity 3075 | Global Controller | February 13, 2023 | February 14, 2023 |
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.
AXON ENTERPRISE, INC.
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,600.294 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Tax withholding · Disposed 155.674 · Balance 13,600.294 F1: Securities disposed represent securities withheld to settle the reporting person's tax liability resulting from the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities disposed represent securities withheld to settle the reporting person's tax liability resulting from the vesting of restricted stock units.
HONEYWELL INTERNATIONAL INC
Report date February 27, 2018 · Filed March 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $155.39 · Expires 2028-02-26 | Direct | 12,300 |
Reported balance
After 2018-02-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-02-27 · Grant · Acquired 12,300 · Balance 12,300 F1: The Employee Stock Options were granted under the 2016 Stock Incentive Plan of Honeywell International Inc. and its Affiliates and vest in four equal annual installments, with the first installment vesting on 2/27/2019. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,760 |
Reported balance
After 2018-02-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-02-27 · Grant · Acquired 1,760 · Balance 1,760 F2: Instrument converts to common stock on a one-for-one basis. F3: The Restricted Stock Units were granted under the 2016 Stock Incentive Plan of Honeywell International Inc. and its Affiliates and will vest in three equal installments on each of February 27 2020, February 27, 2022 and February 27, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The Employee Stock Options were granted under the 2016 Stock Incentive Plan of Honeywell International Inc. and its Affiliates and vest in four equal annual installments, with the first installment vesting on 2/27/2019.
F2: Instrument converts to common stock on a one-for-one basis.
F3: The Restricted Stock Units were granted under the 2016 Stock Incentive Plan of Honeywell International Inc. and its Affiliates and will vest in three equal installments on each of February 27 2020, February 27, 2022 and February 27, 2024.
MSCI Inc.
Report date February 13, 2023 · Filed February 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,843 |
Reported balance
After 2023-02-13 transaction · row 1
1 source rowRow 1 · 2023-02-13 · Sale · Disposed 900 · Balance 6,843 F1: This transaction was executed in multiple trades at prices ranging from $559.74 to $560.03. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $559.74 to $560.03. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.
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 31, 2026 Filed Sep 2, 2026 22:15 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | Tax withholdingCommon Stock | 155.674 | $566.56 | $88,198.66 |
DisclosureSEC source: 0001628280-26-060216 · wk-form4_1788387331.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,600.294 F1 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability resulting from the vesting of restricted stock units. Read SEC document |
| August 16, 2026 Filed Aug 17, 2026 21:21 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | GrantCommon Stock | 3,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-057445 · wk-form4_1787001701.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,755.968 F1 · kind: The transaction consists of performance-based restricted stock units (collectively, "XSUs") granted on December 22, 2023 pursuant to the Axon Enterprise, Inc. 2024 eXponential Stock Plan, for which the performance conditions for the fourth tranche of XSUs (the "Tranche") were certified by the issuer's Compensation Committee of the Board of Directors on August 16, 2026 as having been met. The Tranche will vest on December 1, 2026, subject to continued employment through such date. Following the vesting, the shares deliverable for the Tranche are subject to a minimum holding period until the earlier of (i) December 31, 2030 and (ii) the date on which a subsequent tranche of XSUs vests, excluding shares withheld or sold to cover applicable taxes. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:26 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | Tax withholdingCommon Stock | 2,068.227 | $476.88 | $986,296.09 |
DisclosureSEC source: 0001628280-26-040346 · wk-form4_1780518355.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,849.968 F2 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability arising out of the vesting of the third tranche of restricted stock units granted pursuant to the Axon Enterprise, Inc. 2024 eXponential Stock Plan, for which the performance conditions were determined to have been certified by the issuer's Compensation Committee on November 13, 2025. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:26 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | Tax withholdingCommon Stock | 155.673 | $448.72 | $69,853.59 |
DisclosureSEC source: 0001628280-26-040346 · wk-form4_1780518355.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,918.195 F1 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability resulting from the vesting of restricted stock units. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 22:11 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | Tax withholdingCommon Stock | 165.956 | $579.09 | $96,103.46 |
DisclosureSEC source: 0001628280-26-014721 · wk-form4_1772662272.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,073.868 F1 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability resulting from the vesting of restricted stock units. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:11 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | SaleCommon Stock | 1,500 | $573.45 | $860,175.00 |
DisclosureSEC source: 0001628280-26-014721 · wk-form4_1772662272.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,239.824 Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 21:54 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | SaleCommon Stock | 1,134 | $600.00 | $680,400.00 |
DisclosureSEC source: 0001628280-25-058769 · wk-form4_1766526890.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,739.824 F1 · kind: This sale, effected pursuant to a Rule 10b5-1 trading plan adopted on March 14, 2025, consisted of shares issued upon the settlement of vested restricted stock units. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:54 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | GrantCommon Stock | 1,359.824 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057759 · wk-form4_1766015652.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,873.824 F1 · shares: Time-vested restricted stock units granted to the reporting person pursuant to the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan. The units vest in four equal installments of 339.956 shares each on March 3, 2028, May 31, 2028, August 31, 2028, and November 30, 2028. Read SEC document |
| December 04, 2025 Filed Dec 8, 2025 22:10 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | SaleCommon Stock | 894 | $550.00 | $491,700.00 |
DisclosureSEC source: 0001628280-25-055886 · wk-form4_1765231855.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,514 F1 · kind: This sale, effected pursuant to a Rule 10b5-1 trading plan adopted on March 14, 2025, consisted of shares issued upon the settlement of vested restricted stock units. Read SEC document |
| December 03, 2025 Filed Dec 3, 2025 22:46 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | SaleCommon Stock | 74 | $536.75 | $39,719.50 |
DisclosureSEC source: 0001628280-25-055144 · wk-form4_1764802009.xml · nonDerivative · entry 3 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,408 F3 · kind: This sale, effected pursuant to a Rule 10b5-1 trading plan adopted on March 14, 2025, consisted of shares issued upon the settlement of vested restricted stock units. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 22:46 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | Tax withholdingCommon Stock | 2,065 | $533.21 | $1,101,078.65 |
DisclosureSEC source: 0001628280-25-055144 · wk-form4_1764802009.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,482 F2 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability arising out of the vesting of the second tranche of restricted stock units granted pursuant to the Axon Enterprise, Inc. 2024 eXponential Stock Plan, for which the performance conditions were determined to have been certified by the issuer's Compensation Committee on March 24, 2025. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 22:46 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | Tax withholdingCommon Stock | 85 | $540.14 | $45,911.90 |
DisclosureSEC source: 0001628280-25-055144 · wk-form4_1764802009.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,547 F1 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability resulting from the vesting of restricted stock units. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 22:06 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | Tax withholdingCommon Stock | 2,277 | $557.29 | $1,268,949.33 |
DisclosureSEC source: 0001628280-25-052666 · wk-form4_1763417194.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,632 F2 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability resulting from the vesting of restricted stock units. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 22:06 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | GrantCommon Stock | 3,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-052666 · wk-form4_1763417194.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,909 F1 · kind: The transaction consists of performance-based restricted stock units (collectively, "XSUs") granted on December 22, 2023 pursuant to the Axon Enterprise, Inc. 2024 eXponential Stock Plan, for which the performance conditions for the third tranche of XSUs (the "Tranche") were certified by the issuer's Compensation Committee of the Board of Directors on November 13, 2025 as having been met. The Tranche will vest on June 1, 2026, subject to continued employment through such date. Following the vesting, the shares deliverable for the Tranche are subject to a minimum holding period until the earlier of (i) December 31, 2030 and (ii) the date on which a subsequent tranche of XSUs vests, excluding shares withheld or sold to cover applicable taxes. Read SEC document |
| September 15, 2025 Filed Sep 15, 2025 20:59 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | SaleCommon Stock | 77 | $760.00 | $58,520.00 |
DisclosureSEC source: 0001673075-25-000003 · wk-form4_1757969938.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,003 F1 · kind: This sale, effected pursuant to a Rule 10b5-1 trading plan adopted on March 14, 2025, consisted of shares issued upon the settlement of vested restricted stock units. Read SEC document |
| September 03, 2025 Filed Sep 3, 2025 21:41 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | SaleCommon Stock | 75 | $723.50 | $54,262.50 |
DisclosureSEC source: 0001628280-25-041582 · wk-form4_1756935693.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,080 F2 · kind: This sale, effected pursuant to a Rule 10b5-1 trading plan adopted on March 14, 2025, consisted of shares issued upon the settlement of vested restricted stock units. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 21:41 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | Tax withholdingCommon Stock | 85 | $747.29 | $63,519.65 |
DisclosureSEC source: 0001628280-25-041582 · wk-form4_1756935693.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,155 F1 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability resulting from the vesting of restricted stock units. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 00:15 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | SaleCommon Stock | 75 | $771.81 | $57,885.75 |
DisclosureSEC source: 0001069183-25-000163 · wk-form4_1750119294.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,240 F1 · kind: This sale, effected pursuant to a Rule 10b5-1 trading plan adopted on March 14, 2025, consisted of shares issued upon the settlement of vested restricted stock units. Read SEC document |
| June 02, 2025 Filed Jun 10, 2025 12:55 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | Tax withholdingCommon Stock | 2,065 | $758.57 | $1,566,447.05 |
DisclosureSEC source: 0001069183-25-000161 · wk-form4_1749560133.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,315 F2 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability arising out of the vesting of the first tranche of restricted stock units granted pursuant to the Axon Enterprise, Inc. 2024 eXponential Stock Plan, for which the performance conditions were determined to have been certified by the issuer's Compensation Committee on March 24, 2025. Read SEC document |
| June 02, 2025 Filed Jun 10, 2025 12:55 UTC | AXON ENTERPRISE, INC. AXON · Entity 567 | Tax withholdingCommon Stock | 85 | $750.36 | $63,780.60 |
DisclosureSEC source: 0001069183-25-000161 · wk-form4_1749560133.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,380 F1 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability resulting from the vesting of restricted stock units. Read SEC document |
| February 13, 2023 Filed Feb 14, 2023 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 900 | $559.89 | $503,901.00 |
DisclosureSEC source: 0001209191-23-009086 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,843 F1 · price: This transaction was executed in multiple trades at prices ranging from $559.74 to $560.03. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:36 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 679 | $556.90 | $378,135.10 |
DisclosureSEC source: 0001209191-23-008427 · doc4.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,743 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 1,330 PSUs granted on February 6, 2020 (includes the performance adjustment as described above). Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:36 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008427 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,422 F1 · shares: Represents the number of shares of common stock issued following the vesting and conversion of performance stock units ("PSUs") granted to the reporting person on February 6, 2020, upon certification by the Compensation, Talent & Culture Committee on February 8, 2023 of the achievement of the performance metric for the performance period from February 5, 2020 to February 4, 2023. Read SEC document |
| February 06, 2023 Filed Feb 7, 2023 22:03 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 346 | $553.40 | $191,476.40 |
DisclosureSEC source: 0001209191-23-007592 · doc4.xml · nonDerivative · entry 3 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,092 F3 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 677 RSUs granted on February 6, 2020. Read SEC document |
| February 06, 2023 Filed Feb 7, 2023 22:03 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 135 | $553.40 | $74,709.00 |
DisclosureSEC source: 0001209191-23-007592 · doc4.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,438 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the third tranche of 263 RSUs granted on February 6, 2020. Read SEC document |
| February 04, 2023 Filed Feb 7, 2023 22:03 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 108 | $567.43 | $61,282.44 |
DisclosureSEC source: 0001209191-23-007592 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,573 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the second tranche of 210 restricted stock units ("RSUs") granted on February 4, 2021. Read SEC document |
| February 02, 2023 Filed Feb 6, 2023 21:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 587 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007253 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,681 F1 · shares: Restricted stock units ("RSUs") that are expected to vest and convert to shares on the third anniversary of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 21:12 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 2,060 | $550.45 | $1,133,927.00 |
DisclosureSEC source: 0001209191-22-008016 · doc4.xml · nonDerivative · entry 3 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,094 F3 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 4,035 PSUs granted on February 7, 2019 (includes the performance adjustment as described above). Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 21:12 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 4,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008016 · doc4.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,154 F2 · shares: Represents the number of shares of common stock issued following the vesting and conversion of performance stock units ("PSUs") granted to the reporting person on February 7, 2019, upon certification by the Compensation, Talent & Culture Committee on February 7, 2022 of the achievement of the performance metric for the performance period from February 6, 2019 to February 5, 2022. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 21:12 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 232 | $550.45 | $127,704.40 |
DisclosureSEC source: 0001209191-22-008016 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,119 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the third tranche of 453 restricted stock units granted on February 7, 2019. Read SEC document |
| February 06, 2022 Filed Feb 8, 2022 21:07 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 135 | $554.71 | $74,885.85 |
DisclosureSEC source: 0001209191-22-007722 · doc4.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,351 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the second tranche of 264 RSUs granted on February 6, 2020. Read SEC document |
| February 04, 2022 Filed Feb 8, 2022 21:07 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 108 | $554.71 | $59,908.68 |
DisclosureSEC source: 0001209191-22-007722 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,486 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 210 restricted stock units ("RSUs") granted on February 4, 2021. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 21:05 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 546 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007420 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,594 F1 · shares: Restricted stock units ("RSUs") vesting and converting to shares on the third anniversary of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 20:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 300 | $622.38 | $186,714.00 |
DisclosureSEC source: 0001209191-21-050577 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,048 Read SEC document |
| July 09, 2021 Filed Jul 13, 2021 20:24 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 2,940 | $560.23 | $1,647,076.20 |
DisclosureSEC source: 0001209191-21-046496 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,348 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 6,002 restricted stock units granted on July 9, 2018. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 596 | $421.38 | $251,142.48 |
DisclosureSEC source: 0001209191-21-016795 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,288 Read SEC document |
| February 07, 2021 Filed Feb 9, 2021 21:04 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 222 | $429.81 | $95,417.82 |
DisclosureSEC source: 0001209191-21-008762 · doc4.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,884 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the second tranche of 453 restricted stock units granted on February 7, 2019. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 21:04 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 130 | $429.81 | $55,875.30 |
DisclosureSEC source: 0001209191-21-008762 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,106 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 264 restricted stock units granted on February 6, 2020. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 21:11 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 629 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008455 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,236 F1 · shares: Restricted stock units ("RSUs") ratably vesting and converting to shares on the first, second and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:41 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 222 | $297.83 | $66,118.26 |
DisclosureSEC source: 0001209191-20-008343 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,607 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 453 restricted stock units granted on February 7, 2019. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:40 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 677 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-007933 · doc4.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,829 F2 · shares: RSUs vesting and converting to shares on the third anniversary of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:40 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-007933 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,152 F1 · shares: Restricted stock units ("RSUs") ratably vesting and converting to shares on the first, second and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 21:33 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008946 · doc4.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,361 F1 · shares: Restricted stock units ("RSUs") ratably vesting and converting to shares on the first, second and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:36 UTC | HONEYWELL INTERNATIONAL INC HON · Entity 2988 | GrantRestricted Stock Units · Derivative | 1,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950117-18-000072 · cfp_24354.xml · derivative · entry 2 Mak Jennifer H · CIK 0001673075 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,760 Underlying: Common Stock · 1,760 shares Expires not disclosed F2 · derivative.exercise_price: Instrument converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: The Restricted Stock Units were granted under the 2016 Stock Incentive Plan of Honeywell International Inc. and its Affiliates and will vest in three equal installments on each of February 27 2020, February 27, 2022 and February 27, 2024. F3 · derivative.expiration_date: The Restricted Stock Units were granted under the 2016 Stock Incentive Plan of Honeywell International Inc. and its Affiliates and will vest in three equal installments on each of February 27 2020, February 27, 2022 and February 27, 2024. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:36 UTC | HONEYWELL INTERNATIONAL INC HON · Entity 2988 | GrantEmployee Stock Options · Derivative | 12,300 | $0.00 Strike: $155.39 | $0.00 |
DisclosureSEC source: 0000950117-18-000072 · cfp_24354.xml · derivative · entry 1 Mak Jennifer H · CIK 0001673075 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,300 Underlying: Common Stock · 12,300 shares Expires 2028-02-26 F1 · kind: The Employee Stock Options were granted under the 2016 Stock Incentive Plan of Honeywell International Inc. and its Affiliates and vest in four equal annual installments, with the first installment vesting on 2/27/2019. F1 · derivative.exercise_date: The Employee Stock Options were granted under the 2016 Stock Incentive Plan of Honeywell International Inc. and its Affiliates and vest in four equal annual installments, with the first installment vesting on 2/27/2019. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:06 UTC | HONEYWELL INTERNATIONAL INC HON · Entity 2988 | Exercise / conversionRestricted Units · Derivative | 985 | $155.92 | $153,581.20 |
DisclosureSEC source: 0000950117-18-000062 · cfp_24345.xml · derivative · entry 4 Mak Jennifer H · CIK 0001673075 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 985 shares Expires 2018-02-26 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: Instrument converts to common stock on a one-for-one basis. F2 · shares: Includes the reinvestment of dividend equivalents into 59 additional restricted stock units. F3 · shares: All options and restricted stock units held by the Reporting Person have been adjusted to increase the number of shares in a manner subject to the adjustment provisions of the AdvanSix Inc. spin-off from Honeywell which occurred on October 1, 2016. F2 · derivative.underlying_shares: Includes the reinvestment of dividend equivalents into 59 additional restricted stock units. F3 · derivative.underlying_shares: All options and restricted stock units held by the Reporting Person have been adjusted to increase the number of shares in a manner subject to the adjustment provisions of the AdvanSix Inc. spin-off from Honeywell which occurred on October 1, 2016. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:06 UTC | HONEYWELL INTERNATIONAL INC HON · Entity 2988 | Tax withholdingCommon Stock | 477 | $155.92 | $74,373.84 |
DisclosureSEC source: 0000950117-18-000062 · cfp_24345.xml · nonDerivative · entry 2 Mak Jennifer H · CIK 0001673075 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,876 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:06 UTC | HONEYWELL INTERNATIONAL INC HON · Entity 2988 | Exercise / conversionCommon Stock | 985 | $155.92 | $153,581.20 |
DisclosureSEC source: 0000950117-18-000062 · cfp_24345.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 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 |
| July 27, 2017 Filed Jul 28, 2017 21:33 UTC | HONEYWELL INTERNATIONAL INC HON · Entity 2988 | SaleCommon Stock | 420 | $136.66 | $57,397.20 |
DisclosureSEC source: 0000950117-17-000415 · cfp_24286.xml · nonDerivative · entry 1 Mak Jennifer H · CIK 0001673075 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,363 Read SEC document |
| May 23, 2017 Filed May 24, 2017 20:08 UTC | HONEYWELL INTERNATIONAL INC HON · Entity 2988 | Exercise / conversionStock Option (right to buy) · Derivative | 4,148 | $0.00 Strike: $93.44 | $0.00 |
DisclosureSEC source: 0000950117-17-000352 · cfp_24275.xml · derivative · entry 6 Mak Jennifer H · CIK 0001673075 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,383 Underlying: Common Stock · 4,148 shares Expires 2024-02-26 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. F3 · shares: All options and restricted stock units held by the Reporting Person have been adjusted to increase the number of shares and, in the case of the options, reduce the exercise price, in a manner subject to the adjustment provisions of the AdvanSix Inc. spin-off from Honeywell which occurred on October 1, 2016. F5 · derivative.exercise_date: The Employee Stock Options were granted under the 2011 Stock Incentive Plan of Honeywell International Inc. and its Affiliates and vesting in four equal annual installments, with the first installment vesting on February 27, 2015. F3 · derivative.underlying_shares: All options and restricted stock units held by the Reporting Person have been adjusted to increase the number of shares and, in the case of the options, reduce the exercise price, in a manner subject to the adjustment provisions of the AdvanSix Inc. spin-off from Honeywell which occurred on October 1, 2016. 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.