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Atkinson Tracy A

Disclosed activity across 6 companies

Tapewire entity
10533
SEC CIK
0001338351

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556DirectorMarch 05, 2024March 07, 2024
CITIZENS FINANCIAL GROUP INC/RICFG · Entity 1913DirectorAugust 13, 2026August 17, 2026
RTX CorpRTX · Entity 2823DirectorJuly 27, 2026July 28, 2026
STATE STREET CORPSTT · Entity 242Executive Vice PresidentFebruary 27, 2020March 02, 2020
UNITED STATES STEEL CORPX · Entity 78343DirectorJune 18, 2025June 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect4,020 Reported balance After 2024-03-05 transaction · row 1
1 source row

Row 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 securityDirect3,609 Reported balance After 2024-03-05 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect12,716.477 Reported balance After 2026-08-13 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect1,785 Reported balance After 2026-07-27 transaction · row 1
1 source row

Row 1 · 2026-07-27 · Sale · Disposed 2,295 · Balance 1,785

STATE STREET CORP

Report date February 27, 2020 · Filed March 02, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect31,207 Reported balance After 2020-02-27 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
COMMON STOCKSEC Table I · non-derivativeDirect0 Reported balance After 2025-06-18 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2020-04-03 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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 securityDirect0 Reported balance After 2020-04-03 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.