Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Director | March 05, 2024 | March 07, 2024 |
| CITIZENS FINANCIAL GROUP INC/RICFG · Entity 1913 | Director | August 13, 2026 | August 17, 2026 |
| RTX CorpRTX · Entity 2823 | Director | July 27, 2026 | July 28, 2026 |
| STATE STREET CORPSTT · Entity 242 | Executive Vice President | February 27, 2020 | March 02, 2020 |
| UNITED STATES STEEL CORPX · Entity 78343 | Director | June 18, 2025 | June 18, 2025 |
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.
AFFILIATED MANAGERS GROUP, INC.
Report date March 05, 2024 · Filed March 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,020 |
Reported balance
After 2024-03-05 transaction · row 1
1 source rowRow 1 · 2024-03-05 · Exercise / conversion · Acquired 544 · Balance 4,020 F1: Reflects the vesting of previously reported awards. Awards vest 2022-2027. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,609 |
Reported balance
After 2024-03-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-05 · Exercise / conversion · Disposed 544 · Balance 3,609 F1: Reflects the vesting of previously reported awards. Awards vest 2022-2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of previously reported awards. Awards vest 2022-2027.
CITIZENS FINANCIAL GROUP INC/RI
Report date August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,716.477 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Grant · Acquired 78.444 · Balance 12,716.477 F1: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.
RTX Corp
Report date July 27, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,785 |
Reported balance
After 2026-07-27 transaction · row 1
1 source rowRow 1 · 2026-07-27 · Sale · Disposed 2,295 · Balance 1,785 |
STATE STREET CORP
Report date February 27, 2020 · Filed March 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,207 |
Reported balance
After 2020-02-27 transaction · row 1
1 source rowRow 1 · 2020-02-27 · Grant · Acquired 9,444 · Balance 31,207 F1: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan.
UNITED STATES STEEL CORP
Report date June 18, 2025 · Filed June 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-06-18 transaction · row 1
1 source rowRow 1 · 2025-06-18 · Disposition to issuer · Disposed 41,342.155 · Balance 0 F2: Reflects (i) shares of common stock of the Company, par value $1.00 (the "Shares"), held directly by the reporting person, (ii) restricted stock units of the Company held by the reporting person, and (iii) deferred restricted stock units of the Company held by the reporting person that, in each case, as of immediately prior to the Effective Time, were converted into the right to receive $55 in cash per Share in accordance with the terms of the Merger Agreement. F1: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time". |
Filing footnotes · ownership attribution and instrument terms
F1: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".
F2: Reflects (i) shares of common stock of the Company, par value $1.00 (the "Shares"), held directly by the reporting person, (ii) restricted stock units of the Company held by the reporting person, and (iii) deferred restricted stock units of the Company held by the reporting person that, in each case, as of immediately prior to the Effective Time, were converted into the right to receive $55 in cash per Share in accordance with the terms of the Merger Agreement.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
RAYTHEON CO/
Report date April 03, 2020 · Filed April 07, 2020
Section 16 reporting ended · disclosed 2020-04-07. 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 |
Reported balance
After 2020-04-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-04-03 · Disposition to issuer · Disposed 4,376 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of June 9, 2019, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 9, 2020, by and between United Technologies Corporation ("UTC") and Raytheon Company ("Raytheon") (the "Merger Agreement"), on April 3, 2020 (the "Closing Date"), Raytheon became a wholly owned subsidiary of UTC, with UTC becoming Raytheon Technologies Corporation. Pursuant to the Merger Agreement, on the Closing Date, each share of Raytheon Common Stock held by the reporting person was converted automatically into 2.3348 shares of UTC Common Stock. F2: Includes 878 restricted shares of Raytheon Common Stock that were converted into shares of UTC Common Stock pursuant to the terms of the Merger Agreement. |
| Deferred Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-04-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-04-03 · Disposition to issuer · Disposed 858 · Balance 0 F3: Represents restricted stock units ("RSUs") granted under the Director Deferred Restricted Stock Unit Program on May 25, 2017. These RSUs were converted into shares of UTC Common Stock pursuant to the terms of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of June 9, 2019, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 9, 2020, by and between United Technologies Corporation ("UTC") and Raytheon Company ("Raytheon") (the "Merger Agreement"), on April 3, 2020 (the "Closing Date"), Raytheon became a wholly owned subsidiary of UTC, with UTC becoming Raytheon Technologies Corporation. Pursuant to the Merger Agreement, on the Closing Date, each share of Raytheon Common Stock held by the reporting person was converted automatically into 2.3348 shares of UTC Common Stock.
F2: Includes 878 restricted shares of Raytheon Common Stock that were converted into shares of UTC Common Stock pursuant to the terms of the Merger Agreement.
F3: Represents restricted stock units ("RSUs") granted under the Director Deferred Restricted Stock Unit Program on May 25, 2017. These RSUs were converted into shares of UTC Common Stock pursuant to the terms of 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 |
|---|---|---|---|---|---|---|
| August 13, 2026 Filed Aug 17, 2026 20:27 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 78.444 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-26-000169 · wk-form4_1786998449.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,716.477 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| July 27, 2026 Filed Jul 28, 2026 21:01 UTC | RTX Corp RTX · Entity 2823 | SaleCommon Stock | 2,295 | $218.05 | $500,424.06 |
DisclosureSEC source: 0001225208-26-006772 · doc4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,785 Read SEC document |
| May 14, 2026 Filed May 15, 2026 20:35 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 94.314 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-26-000119 · wk-form4_1778877302.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,638.033 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| April 30, 2026 Filed May 4, 2026 21:08 UTC | RTX Corp RTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 1,294.9395 | $176.07 | $228,000.00 |
DisclosureSEC source: 0001225208-26-004872 · doc4.xml · derivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,668.37 Underlying: Common Stock · 1,294.9395 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person acquired these stock units under the RTX Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.exercise_date: The reporting person acquired these stock units under the RTX Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.expiration_date: The reporting person acquired these stock units under the RTX Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. Read SEC document |
| April 23, 2026 Filed Apr 24, 2026 20:31 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 2,608 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-26-000090 · wk-form4_1777062700.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,543.719 F1 · shares: Reflects a restricted stock unit award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 21:36 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 69.778 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-26-000036 · wk-form4_1771536999.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,935.719 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| November 12, 2025 Filed Nov 13, 2025 21:15 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 85.435 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000175 · wk-form4_1763068531.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,865.941 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan Read SEC document |
| October 24, 2025 Filed Oct 28, 2025 21:21 UTC | RTX Corp RTX · Entity 2823 | SaleCommon Stock | 2,800 | $178.91 | $500,948.00 |
DisclosureSEC source: 0001225208-25-008756 · doc4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,080 Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 20:56 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 82.769 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000124 · wk-form4_1755291368.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,780.506 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| June 18, 2025 Filed Jun 18, 2025 20:23 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Disposition to issuerCOMMON STOCK | 41,342.155 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-060734 · tm2518312-1_4seq1.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Reflects (i) shares of common stock of the Company, par value $1.00 (the "Shares"), held directly by the reporting person, (ii) restricted stock units of the Company held by the reporting person, and (iii) deferred restricted stock units of the Company held by the reporting person that, in each case, as of immediately prior to the Effective Time, were converted into the right to receive $55 in cash per Share in accordance with the terms of the Merger Agreement. F1 · price: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time". F2 · price: Reflects (i) shares of common stock of the Company, par value $1.00 (the "Shares"), held directly by the reporting person, (ii) restricted stock units of the Company held by the reporting person, and (iii) deferred restricted stock units of the Company held by the reporting person that, in each case, as of immediately prior to the Effective Time, were converted into the right to receive $55 in cash per Share in accordance with the terms of the Merger Agreement. Read SEC document |
| May 14, 2025 Filed May 15, 2025 22:22 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 96.954 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000075 · wk-form4_1747347753.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,697.737 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| May 06, 2025 Filed May 8, 2025 16:51 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 3,873 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-067127 · ownership.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,313.836 F1 · shares: Represents shares awarded pursuant to the Corporation's Non-Employee Director Compensation Policy through a transaction exempt under Rule 16b-3. Restricted stock units vest on the earlier of (i) the anniversary of the grant date and (ii) the date of the next Annual Meeting of Stockholders. RSUs are payable in stock. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:17 UTC | RTX Corp RTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 1,789.4985 | $127.41 | $228,000.00 |
DisclosureSEC source: 0001225208-25-004718 · doc4.xml · derivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,124.9462 Underlying: Common Stock · 1,789.4985 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person acquired these stock units under the RTX Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.exercise_date: The reporting person acquired these stock units under the RTX Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.expiration_date: The reporting person acquired these stock units under the RTX Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. Read SEC document |
| April 30, 2025 Filed May 1, 2025 16:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 47 | $43.13 | $2,027.11 |
DisclosureSEC source: 0000950170-25-061908 · ownership.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,440.836 F1 · shares: This line reflects the tax withholding on the vesting of RSUs granted on April 30, 2024, under the Corporation's Non-Employee Director Compensation Policy. Read SEC document |
| April 24, 2025 Filed Apr 25, 2025 20:36 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 4,273 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000063 · wk-form4_1745613351.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,600.783 F1 · shares: Reflects a restricted stock unit award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:31 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 47.844 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000032 · wk-form4_1739914293.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,327.783 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| November 13, 2024 Filed Nov 15, 2024 21:38 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 47.344 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000183 · wk-form4_1731706703.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,279.939 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| August 14, 2024 Filed Aug 15, 2024 20:53 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 54.224 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000160 · wk-form4_1723755188.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,232.595 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| May 15, 2024 Filed May 16, 2024 21:10 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 58.371 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000103 · wk-form4_1715893786.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,178.371 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| May 02, 2024 Filed May 6, 2024 21:06 UTC | RTX Corp RTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 2,119.9333 | $101.89 | $216,000.00 |
DisclosureSEC source: 0001225208-24-005685 · doc4.xml · derivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,054.1389 Underlying: Common Stock · 2,119.9333 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person acquired these stock units under the RTX Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.exercise_date: The reporting person acquired these stock units under the RTX Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.expiration_date: The reporting person acquired these stock units under the RTX Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. Read SEC document |
| April 30, 2024 Filed May 2, 2024 16:20 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 4,498 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-052156 · ownership.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,314.136 F1 · shares: Represents shares awarded pursuant to the Corporation's Non-Employee Director Compensation Policy through a transaction exempt under Rule 16b-3. Restricted stock units vest on the earlier of (i) the anniversary of the grant date and (ii) the date of the next Annual Meeting of Stockholders. RSUs are payable in stock. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 20:59 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 4,428 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000080 · wk-form4_1714165149.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,120 F1 · shares: Reflects a restricted stock unit award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:29 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 544 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009038 · form4.xml · derivative · entry 2 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,609 Underlying: Common Stock · 544 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: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:29 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 544 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009038 · form4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,020 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: Reflects the vesting of previously reported awards. Awards vest 2022-2027. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 22:55 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000041 · wk-form4_1709592925.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 692 F1 · shares: Reflects a restricted stock unit award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:27 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 638 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003756 · form4.xml · derivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 638 Underlying: Common Stock · 638 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2025. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2025. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2025. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:25 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000562 · form4.xml · derivative · entry 2 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,515 Underlying: Common Stock · 260 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: Reflects the vesting of previously reported awards. Awards vest 2022-2025. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2025. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2025. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:25 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000562 · form4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,476 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: Reflects the vesting of previously reported awards. Awards vest 2022-2025. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 398 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022848 · form4.xml · derivative · entry 2 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,775 Underlying: Common Stock · 398 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: Reflects the vesting of previously reported awards. Awards vest 2022-2026. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 398 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022848 · form4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,216 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: Reflects the vesting of previously reported awards. Awards vest 2022-2026. Read SEC document |
| July 26, 2023 Filed Jul 28, 2023 20:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 707 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021523 · form4.xml · derivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 707 Underlying: Common Stock · 707 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2024, 2025, 2026 and 2027. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2024, 2025, 2026 and 2027. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2024, 2025, 2026 and 2027. Read SEC document |
| May 02, 2023 Filed May 4, 2023 21:06 UTC | RTX Corp RTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 2,184.687 | $98.87 | $216,000.00 |
DisclosureSEC source: 0001225208-23-005413 · doc4.xml · derivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,649.3657 Underlying: Common Stock · 2,184.687 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person acquired these stock units under the Raytheon Technologies Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.exercise_date: The reporting person acquired these stock units under the Raytheon Technologies Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.expiration_date: The reporting person acquired these stock units under the Raytheon Technologies Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 16:53 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 6,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025871 · doc4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,626.153 F1 · shares: Represents shares awarded pursuant to the Corporation's Deferred Compensation Program for Non-Employee Directors through a transaction exempt under Rule 16b-3. Deferred stock units vest on the earlier of (i) the first anniversary of the grant date and (ii) the next annual meeting of stockholders, and remain deferred until retirement from the Board of Directors. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:30 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 399 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009326 · form4.xml · derivative · entry 2 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,466 Underlying: Common Stock · 399 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: Reflects the vesting of previously reported awards. Awards vest 2022-2026. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:30 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 399 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009326 · form4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,818 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: Reflects the vesting of previously reported awards. Awards vest 2022-2026. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 22:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 587 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004030 · form4.xml · derivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587 Underlying: Common Stock · 587 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of March 5, 2024, 2025, 2026 and 2027. F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of March 5, 2024, 2025, 2026 and 2027. F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of March 5, 2024, 2025, 2026 and 2027. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000617 · form4.xml · derivative · entry 2 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,278 Underlying: Common Stock · 260 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: Reflects the vesting of previously reported awards. Awards vest 2022-2025. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2025. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2025. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000617 · form4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,419 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: Reflects the vesting of previously reported awards. Awards vest 2022-2025. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:08 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 204 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021225 · form4.xml · derivative · entry 2 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,538 Underlying: Common Stock · 204 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: Reflects the vesting of previously reported awards. Awards vest 2022-2025. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2025. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2025. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:08 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 204 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021225 · form4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,159 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: Reflects the vesting of previously reported awards. Awards vest 2022-2025. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 773 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020395 · form4.xml · derivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773 Underlying: Common Stock · 773 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2023, 2024, 2025 and 2026. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2023, 2024, 2025 and 2026. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2023, 2024, 2025 and 2026. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 16:15 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 5,163.511 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025983 · doc4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,676.714 F1 · shares: Represents shares awarded pursuant to the Corporation's Deferred Compensation Program for Non-Employee Directors through a transaction exempt under Rule 16b-3. Deferred stock units vest on the first anniversary of the grant date and remain deferred until retirement from the Board of Directors. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 21:04 UTC | RTX Corp RTX · Entity 2823 | GrantPhantom Stock Unit · Derivative | 2,198.5744 | $99.61 | $219,000.00 |
DisclosureSEC source: 0001225208-22-006203 · doc4.xml · derivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,266.089 Underlying: Common Stock · 2,198.5744 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person acquired these stock units under the Raytheon Technologies Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.exercise_date: The reporting person acquired these stock units under the Raytheon Technologies Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.expiration_date: The reporting person acquired these stock units under the Raytheon Technologies Corporation Board of Directors Deferred Stock Unit Plan (the "Plan") in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 22:50 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008643 · form4.xml · derivative · entry 2 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,969 Underlying: Common Stock · 226 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: Reflects the vesting of a previously reported award. Award vests 2022-2025. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. Award vests 2022-2025. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. Award vests 2022-2025. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 22:50 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008643 · form4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,955 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: Reflects the vesting of a previously reported award. Award vests 2022-2025. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 22:03 UTC | RTX Corp RTX · Entity 2823 | SaleCommon Stock | 5,340 | $93.63 | $499,991.68 |
DisclosureSEC source: 0001225208-22-002948 · doc4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,880 Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 13:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 685 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003877 · form4.xml · derivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685 Underlying: Common Stock · 685 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of March 5, 2023, 2024, 2025 and 2026. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of March 5, 2023, 2024, 2025 and 2026. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of March 5, 2023, 2024, 2025 and 2026. Read SEC document |
| January 15, 2022 Filed Jan 19, 2022 21:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 2,254.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003914 · doc4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,484.331 F1 · shares: Represents shares awarded pursuant to the Corporation's Deferred Compensation Program for Non-Employee Directors through a transaction exempt under Rule 16b-3. Deferred stock units vest on the first anniversary of the grant date and remain deferred until retirement from the Board of Directors. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000587 · form4.xml · derivative · entry 2 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,510 Underlying: Common Stock · 260 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: Reflects the vesting of previously reported awards. Awards vest 2022-2025. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2025. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2025. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000587 · form4.xml · nonDerivative · entry 1 Atkinson Tracy A · CIK 0001338351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,729 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 · shares: Reflects the vesting of previously reported awards. Awards vest 2022-2025. 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.