Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVON PRODUCTS INCAVP · Entity 152510 | Director | May 16, 2019 | May 20, 2019 |
| CARDINAL HEALTH INCCAH · Entity 3014 | Director | November 05, 2025 | November 06, 2025 |
| Certara, Inc.CERT · Entity 787 | Director | May 14, 2026 | May 15, 2026 |
| Meta Platforms, Inc.META · Entity 2790 | Director | June 15, 2026 | June 17, 2026 |
| TAUBMAN CENTERS INCTCO · Entity 144281 | Director | December 29, 2020 | December 31, 2020 |
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.
AVON PRODUCTS INC
Report date May 16, 2019 · Filed May 20, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 36,624 |
Reported balance
After 2019-05-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-05-16 · Grant · Acquired 36,624 · Balance 36,624 F1: Restricted stock units granted as part of each director's annual retainer under the Avon Products, Inc. Compensation Plan for Non-Employee Directors. F2: Units correspond 1-for-1 with common stock. F3: 100% of the restricted stock units vest on the date of the next annual meeting of shareholders and will settle when the director ceases to serve on the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted as part of each director's annual retainer under the Avon Products, Inc. Compensation Plan for Non-Employee Directors.
F2: Units correspond 1-for-1 with common stock.
F3: 100% of the restricted stock units vest on the date of the next annual meeting of shareholders and will settle when the director ceases to serve on the Board of Directors.
CARDINAL HEALTH INC
Report date November 05, 2025 · Filed November 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 27,624 |
Reported balance
After 2025-11-05 transaction · row 1
1 source rowRow 1 · 2025-11-05 · Grant · Acquired 1,067 · Balance 27,624 F1: Grant of restricted share units that will vest on November 5, 2026, except if the 2026 Annual Meeting of Shareholders is prior to November 5, 2026, then the restricted share units will vest on the date of the 2026 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted share units that will vest on November 5, 2026, except if the 2026 Annual Meeting of Shareholders is prior to November 5, 2026, then the restricted share units will vest on the date of the 2026 Annual Meeting of Shareholders.
Certara, Inc.
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,846 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Exercise / conversion · Acquired 15,757 · Balance 51,846 F1: Each restricted stock unit ("RSU") was granted on May 21, 2025, under the Certara, Inc. 2020 Incentive Plan ("2020 Incentive Plan") entitling the reporting person to receive one share of the issuer's common stock per RSU. The RSUs vested and were converted to common stock on May 14, 2026, the day of the issuer's annual meeting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-14 · Exercise / conversion · Disposed 15,757 · Balance 0 F1: Each restricted stock unit ("RSU") was granted on May 21, 2025, under the Certara, Inc. 2020 Incentive Plan ("2020 Incentive Plan") entitling the reporting person to receive one share of the issuer's common stock per RSU. The RSUs vested and were converted to common stock on May 14, 2026, the day of the issuer's annual meeting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 33,222 |
Reported balance
After 2026-05-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-14 · Grant · Acquired 33,222 · Balance 33,222 F2: Each RSU was granted on May 14, 2026, under the 2020 Incentive Plan that entitles the reporting person to receive one share of issuer's common stock per RSU. The RSUs vest on the earlier of the one-year anniversary of the date of grant or the date of the issuer's next annual meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") was granted on May 21, 2025, under the Certara, Inc. 2020 Incentive Plan ("2020 Incentive Plan") entitling the reporting person to receive one share of the issuer's common stock per RSU. The RSUs vested and were converted to common stock on May 14, 2026, the day of the issuer's annual meeting.
F2: Each RSU was granted on May 14, 2026, under the 2020 Incentive Plan that entitles the reporting person to receive one share of issuer's common stock per RSU. The RSUs vest on the earlier of the one-year anniversary of the date of grant or the date of the issuer's next annual meeting.
Meta Platforms, Inc.
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 612 |
Reported balance
After 2026-06-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-15 · Grant · Acquired 612 · Balance 612 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F2: The RSUs vest as to 100% of the total RSUs on May 15, 2027; provided, however, in the event that (i) the Issuer's 2027 Annual Meeting of Shareholders is held prior to May 15, 2027; and (ii) the reporting person does not stand for re-election at, or is not re-elected at, the 2027 Annual Meeting of Shareholders (but the reporting person continues to serve on the Board until the date of such meeting), then 100% of the total RSUs shall vest on the date of the 2027 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement.
F2: The RSUs vest as to 100% of the total RSUs on May 15, 2027; provided, however, in the event that (i) the Issuer's 2027 Annual Meeting of Shareholders is held prior to May 15, 2027; and (ii) the reporting person does not stand for re-election at, or is not re-elected at, the 2027 Annual Meeting of Shareholders (but the reporting person continues to serve on the Board until the date of such meeting), then 100% of the total RSUs shall vest on the date of the 2027 Annual Meeting of Shareholders.
TAUBMAN CENTERS INC
Report date December 29, 2020 · Filed December 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-12-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-12-29 · Disposition to issuer · Disposed 4,818 · Balance 5,126 F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc., and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration). F2: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her annual cash and equity retainers until the earlier of the termination of such director's service on Taubman's Board of Directors or upon a change of control. Such deferred compensation is denominated in restricted stock units (DSUs). Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding DSU was cancelled and converted into the right to receive the Common Stock Merger Consideration. Row 2 · 2020-12-29 · Disposition to issuer · Disposed 5,126 · Balance 0 F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc., and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc., and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration).
F2: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her annual cash and equity retainers until the earlier of the termination of such director's service on Taubman's Board of Directors or upon a change of control. Such deferred compensation is denominated in restricted stock units (DSUs). Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding DSU was cancelled and converted into the right to receive the Common Stock Merger Consideration.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ADVISORY BOARD CO
Report date November 17, 2017 · Filed November 21, 2017
Section 16 reporting ended · disclosed 2017-11-21. 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 2017-11-17 transaction · row 1
1 source rowRow 1 · 2017-11-17 · Disposition to issuer · Disposed 12,856 · Balance 0 F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-11-17 · Disposition to issuer · Disposed 2,915 · Balance 0 F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty. F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F4: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-11-17 · Disposition to issuer · Disposed 1,766 · Balance 0 F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty. F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F5: The RSUs vested on May 11, 2015. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. The reporting person timely elected to defer settlement of the RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-11-17 · Disposition to issuer · Disposed 2,592 · Balance 0 F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty. F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F6: The RSUs vested on September 6, 2016. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. The reporting person timely elected to defer settlement of the RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.
F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer.
F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty.
F4: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.
F5: The RSUs vested on May 11, 2015. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. The reporting person timely elected to defer settlement of the RSUs.
F6: The RSUs vested on September 6, 2016. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. The reporting person timely elected to defer settlement of the RSUs.
CSRA Inc.
Report date April 03, 2018 · Filed April 04, 2018
Section 16 reporting ended · disclosed 2018-04-04. 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 2018-04-03 transaction · row 1
1 source rowRow 1 · 2018-04-03 · Disposition to issuer · Disposed 15,819 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of February 9, 2018 (as amended, the "Merger Agreement"), between CSRA Inc. ("Company"), General Dynamics Corporation ("Parent") and Red Hawk Enterprises Corp. ("Merger Sub"), on April 3, 2018, Merger Sub was merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.001 per share, of the Company (each, a "Share") was converted into the right to receive $41.25 in cash, net of applicable withholding taxes and without interest ("Merger Consideration"). F2: Pursuant to the Directors Deferred Compensation Plan for Outside Directors, the reporting person previously elected to defer receipt of 7,700 Shares; the Merger Consideration in respect of these Shares will be paid to the reporting person in ten equal annual installments beginning upon the termination of her service on the Company's board of directors. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-04-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-04-03 · Disposition to issuer · Disposed 6,800 · Balance 0 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock. F4: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-04-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-04-03 · Disposition to issuer · Disposed 5,400 · Balance 0 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock. F4: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of February 9, 2018 (as amended, the "Merger Agreement"), between CSRA Inc. ("Company"), General Dynamics Corporation ("Parent") and Red Hawk Enterprises Corp. ("Merger Sub"), on April 3, 2018, Merger Sub was merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.001 per share, of the Company (each, a "Share") was converted into the right to receive $41.25 in cash, net of applicable withholding taxes and without interest ("Merger Consideration").
F2: Pursuant to the Directors Deferred Compensation Plan for Outside Directors, the reporting person previously elected to defer receipt of 7,700 Shares; the Merger Consideration in respect of these Shares will be paid to the reporting person in ten equal annual installments beginning upon the termination of her service on the Company's board of directors.
F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock.
F4: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| February 15, 2022 Filed Feb 18, 2022 00:55 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-002781 · dp167272_4-killefer.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,712 Underlying: Class A Common Stock · 301 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. F3 · derivative.expiration_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 00:55 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionClass A Common Stock | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-002781 · dp167272_4-killefer.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,110 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: Represents the number of shares that were acquired in connection with the settlement of the Restricted Stock Units ("RSUs") listed in Table II. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:15 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-018015 · dp161895_4-killefer.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,013 Underlying: Class A Common Stock · 301 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. F3 · derivative.expiration_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:15 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionClass A Common Stock | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-018015 · dp161895_4-killefer.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,809 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: Represents the number of shares that were acquired in connection with the settlement of the Restricted Stock Units ("RSUs") listed in Table II. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 13:21 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 3,709 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-21-000142 · wf-form4_163698246095501.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,554 F1 · shares: Grant of restricted share units that will vest on November 11, 2022, except if the 2022 Annual Meeting of Shareholders is prior to November 11, 2022, then the restricted share units will vest on the date of the 2022 Annual Meeting of Shareholders. Read SEC document |
| August 15, 2021 Filed Aug 18, 2021 01:18 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-012498 · dp156324_4-killefer.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,314 Underlying: Class A Common Stock · 301 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. F3 · derivative.expiration_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. Read SEC document |
| August 15, 2021 Filed Aug 18, 2021 01:18 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionClass A Common Stock | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-012498 · dp156324_4-killefer.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,508 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: Represents the number of shares that were acquired in connection with the settlement of the Restricted Stock Units ("RSUs") listed in Table II. Read SEC document |
| August 01, 2021 Filed Aug 3, 2021 20:50 UTC | Certara, Inc. CERT · Entity 787 | GrantCommon Stock | 6,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003772 · form4-08032021_010842.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,431 F1 · kind: Represents 6,431 restricted stock units ("RSU") granted under the Certara Inc. 2020 Incentive Plan that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest on the earlier of the one-year anniversary of the date of grant or the date of the Company's next annual stockholder meeting. Read SEC document |
| June 15, 2021 Filed Jun 18, 2021 01:36 UTC | Meta Platforms, Inc. FB · Entity 2790 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 1,182 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-009010 · dp152836_4-killefer.xml · derivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,182 Underlying: Class A Common Stock · 1,182 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest as to 100% of the total shares on May 15, 2022; provided, however, in the event that (i) the Issuer's 2022 Annual Meeting of Stockholders is held prior to May 15, 2022; and (ii) the reporting person does not stand for re-election at, or is not re-elected at, the 2022 Annual Meeting of Stockholders (but the reporting person continues to serve on the Board until the date of such meeting), then 100% of the total shares shall vest on the date of the 2022 Annual Meeting of Stockholders. F2 · derivative.expiration_date: The RSUs vest as to 100% of the total shares on May 15, 2022; provided, however, in the event that (i) the Issuer's 2022 Annual Meeting of Stockholders is held prior to May 15, 2022; and (ii) the reporting person does not stand for re-election at, or is not re-elected at, the 2022 Annual Meeting of Stockholders (but the reporting person continues to serve on the Board until the date of such meeting), then 100% of the total shares shall vest on the date of the 2022 Annual Meeting of Stockholders. Read SEC document |
| May 15, 2021 Filed May 19, 2021 01:11 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 1,732 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-007468 · dp146228_4-killefer.xml · derivative · entry 4 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,732 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vested as to 100% of the total shares on May 15, 2021. F4 · derivative.expiration_date: The RSUs vested as to 100% of the total shares on May 15, 2021. Read SEC document |
| May 15, 2021 Filed May 19, 2021 01:11 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 302 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-007468 · dp146228_4-killefer.xml · derivative · entry 3 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,615 Underlying: Class A Common Stock · 302 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. F3 · derivative.expiration_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. Read SEC document |
| May 15, 2021 Filed May 19, 2021 01:11 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionClass A Common Stock | 1,732 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-007468 · dp146228_4-killefer.xml · nonDerivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,207 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: Represents the number of shares that were acquired in connection with the settlement of the Restricted Stock Units ("RSUs") listed in Table II. Read SEC document |
| May 15, 2021 Filed May 19, 2021 01:11 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionClass A Common Stock | 302 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-007468 · dp146228_4-killefer.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,475 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: Represents the number of shares that were acquired in connection with the settlement of the Restricted Stock Units ("RSUs") listed in Table II. Read SEC document |
| February 15, 2021 Filed Feb 18, 2021 02:20 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-002465 · dp146228_4-killefer.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,917 Underlying: Class A Common Stock · 301 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. F3 · derivative.expiration_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. Read SEC document |
| February 15, 2021 Filed Feb 18, 2021 02:20 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionClass A Common Stock | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-002465 · dp146228_4-killefer.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,173 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: Represents the number of shares that were acquired in connection with the settlement of the Restricted Stock Units ("RSUs") listed in Table II. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:22 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Disposition to issuerCommon Stock | 5,126 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000890319-20-000130 · wf-form4_160942811261361.xml · nonDerivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc., and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration). Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:22 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Disposition to issuerCommon Stock | 4,818 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000890319-20-000130 · wf-form4_160942811261361.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,126 F1 · price: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc., and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration). F2 · price: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her annual cash and equity retainers until the earlier of the termination of such director's service on Taubman's Board of Directors or upon a change of control. Such deferred compensation is denominated in restricted stock units (DSUs). Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding DSU was cancelled and converted into the right to receive the Common Stock Merger Consideration. Read SEC document |
| November 15, 2020 Filed Nov 18, 2020 01:17 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-022387 · dp140965_4-killefer.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,218 Underlying: Class A Common Stock · 301 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. F3 · derivative.expiration_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. Read SEC document |
| November 15, 2020 Filed Nov 18, 2020 01:17 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionClass A Common Stock | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-022387 · dp140965_4-killefer.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 872 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: Represents the number of shares that were acquired in connection with the settlement of the Restricted Stock Units ("RSUs") listed in Table II. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 21:36 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 3,339 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-20-000151 · wf-form4_160504415087273.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,845 F1 · shares: Grant of restricted share units that will vest on November 9, 2021, except if the 2021 Annual Meeting of Shareholders is prior to November 9, 2021, then the restricted share units will vest on the date of the 2021 Annual Meeting of Shareholders. Read SEC document |
| August 15, 2020 Filed Aug 19, 2020 00:30 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-016083 · dp134602_4-killefer.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,519 Underlying: Class A Common Stock · 301 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting. F3 · derivative.expiration_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting. Read SEC document |
| August 15, 2020 Filed Aug 19, 2020 00:30 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionClass A Common Stock | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-016083 · dp134602_4-killefer.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571 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: Represents the number of shares that were acquired in connection with the settlement of the Restricted Stock Units ("RSUs") listed in Table II. Read SEC document |
| June 15, 2020 Filed Jun 18, 2020 01:33 UTC | Meta Platforms, Inc. FB · Entity 2790 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 4,820 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011919 · dp130463_4-killefer.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,820 Underlying: Class A Common Stock · 4,820 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. F3 · derivative.expiration_date: The RSUs vest quarterly as to 1/16th of the total RSUs, beginning on August 15, 2020, subject to continued service through each vesting date. Read SEC document |
| June 15, 2020 Filed Jun 18, 2020 01:33 UTC | Meta Platforms, Inc. FB · Entity 2790 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 1,732 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011919 · dp130463_4-killefer.xml · derivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,732 Underlying: Class A Common Stock · 1,732 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest as to 100% of the total shares on May 15, 2021; provided, however, in the event that (i) the Issuer's 2021 Annual Meeting of Stockholders is held prior to May 15, 2021; and (ii) the reporting person does not stand for re-election at, or is not re-elected at, the 2021 Annual Meeting of Stockholders (but the reporting person continues to serve on the Board until the date of such meeting), then 100% of the total shares shall vest on the date of the 2021 Annual Meeting of Stockholders. F2 · derivative.expiration_date: The RSUs vest as to 100% of the total shares on May 15, 2021; provided, however, in the event that (i) the Issuer's 2021 Annual Meeting of Stockholders is held prior to May 15, 2021; and (ii) the reporting person does not stand for re-election at, or is not re-elected at, the 2021 Annual Meeting of Stockholders (but the reporting person continues to serve on the Board until the date of such meeting), then 100% of the total shares shall vest on the date of the 2021 Annual Meeting of Stockholders. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 15:58 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 3,444 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000075 · wf-form4_159121430343550.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,944 F1 · shares: These shares represent the annual equity retainer for June 1, 2020 through May 31, 2021 under The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. F2 · shares: If a non-employee director's service terminates for any reason, other than death or disability or a termination within three months of a change in control of Taubman Centers, Inc. (the Company), such director will forfeit a pro rata portion (based on the number of months served) of the most recent annual equity retainer, including any equity grant that has been deferred in accordance with the Non-Employee Directors' Deferred Compensation Plan. If a director's service terminates due to death, disability or within three months of a change in control of the Company, none of the most recent annual equity retainer will be forfeited. Read SEC document |
| May 15, 2020 Filed May 20, 2020 01:23 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-009874 · dp128307_4-killefer.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 270 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vested as to 100% of the total shares on May 15, 2020. F3 · derivative.expiration_date: The RSUs vested as to 100% of the total shares on May 15, 2020. Read SEC document |
| May 15, 2020 Filed May 20, 2020 01:23 UTC | Meta Platforms, Inc. FB · Entity 2790 | Exercise / conversionClass A Common Stock | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-009874 · dp128307_4-killefer.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270 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: Represents the number of shares that were acquired in connection with the settlement of the Restricted Stock Units ("RSUs") listed in Table II. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 15:52 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000047 · wf-form4_158585714427237.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 F1 · shares: These shares represent the grant of stock for April and May 2020 under The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. F2 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 00:15 UTC | Meta Platforms, Inc. FB · Entity 2790 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-005433 · dp123964_4-killefer.xml · derivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270 Underlying: Class A Common Stock · 270 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest as to 100% of the total shares on May 15, 2020; provided the reporting person remains a member of the issuer's board of directors through such date. F2 · derivative.expiration_date: The RSUs vest as to 100% of the total shares on May 15, 2020; provided the reporting person remains a member of the issuer's board of directors through such date. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 08:46 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000014 · wf-form4_157831835906709.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,867 F1 · shares: These shares represent the quarterly grant of stock under The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. F2 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| November 12, 2019 Filed Nov 13, 2019 21:15 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 3,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-19-000144 · wf-form4_157367969221713.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,506 F1 · shares: Grant of restricted share units that will vest on November 12, 2020, except if the 2020 Annual Meeting of Shareholders is prior to November 12, 2020, then the restricted share units will vest on the date of the 2020 Annual Meeting of Shareholders. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 15:42 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 1,267 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000127 · wf-form4_157004533092836.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,638 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. The shares referred to above represent the quarterly retainer fee, which has been deferred in full, and would have otherwise been payable under The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 10:26 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 1,267 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000104 · wf-form4_156207757402706.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,318 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. The shares referred to above represent the quarterly retainer fee, which has been deferred in full, and would have otherwise been payable under The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:29 UTC | AVON PRODUCTS INC AVP · Entity 152510 | GrantRestricted Stock Units · Derivative | 36,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-031567 · doc4.xml · derivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,624 Underlying: Common Stock · 36,624 shares Expires not disclosed F1 · security: Restricted stock units granted as part of each director's annual retainer under the Avon Products, Inc. Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: Units correspond 1-for-1 with common stock. F3 · derivative.exercise_date: 100% of the restricted stock units vest on the date of the next annual meeting of shareholders and will settle when the director ceases to serve on the Board of Directors. F3 · derivative.expiration_date: 100% of the restricted stock units vest on the date of the next annual meeting of shareholders and will settle when the director ceases to serve on the Board of Directors. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 08:57 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 979 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000070 · wf-form4_155429620753495.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,019 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. The shares referred to above represent the quarterly retainer fee, which has been deferred in full, and would have otherwise been payable under The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 14:39 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 1,027 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000022 · wf-form4_154775395338210.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,027 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. The shares referred to above represent the quarterly retainer fee, which has been deferred in full, and would have otherwise been payable under The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 22:25 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 3,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-18-000124 · wf-form4_154214789573315.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,082 F1 · shares: Grant of restricted share units that will vest on November 9, 2019, except if the 2019 Annual Meeting of Shareholders is prior to November 9, 2019, then the restricted share units will vest on the date of the 2019 Annual Meeting of Shareholders. Read SEC document |
| May 16, 2018 Filed May 17, 2018 17:36 UTC | AVON PRODUCTS INC AVP · Entity 152510 | GrantRestricted Stock Units · Derivative | 61,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-031099 · doc4.xml · derivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,170 Underlying: Common Stock · 61,170 shares Expires not disclosed F1 · security: Restricted stock units granted as part of each director's annual retainer under the Avon Products, Inc. Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: Units correspond 1-for-1 with common stock. F3 · derivative.exercise_date: 100% of the restricted stock units vest on the date of the next annual meeting of shareholders and will settle when the director ceases to serve on the Board of Directors. F3 · derivative.expiration_date: 100% of the restricted stock units vest on the date of the next annual meeting of shareholders and will settle when the director ceases to serve on the Board of Directors. Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 01:56 UTC | CSRA Inc. CSRA · Entity 167770 | Disposition to issuerRestricted Stock Units · Derivative | 5,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000786 · es1800489_4-killefer.xml · derivative · entry 3 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,400 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock. F4 · price: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. F4 · derivative.exercise_date: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. F4 · derivative.expiration_date: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 01:56 UTC | CSRA Inc. CSRA · Entity 167770 | Disposition to issuerRestricted Stock Units · Derivative | 6,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000786 · es1800489_4-killefer.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,800 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock. F4 · price: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. F4 · derivative.exercise_date: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. F4 · derivative.expiration_date: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 01:56 UTC | CSRA Inc. CSRA · Entity 167770 | Disposition to issuerCommon Stock | 15,819 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000786 · es1800489_4-killefer.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of February 9, 2018 (as amended, the "Merger Agreement"), between CSRA Inc. ("Company"), General Dynamics Corporation ("Parent") and Red Hawk Enterprises Corp. ("Merger Sub"), on April 3, 2018, Merger Sub was merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.001 per share, of the Company (each, a "Share") was converted into the right to receive $41.25 in cash, net of applicable withholding taxes and without interest ("Merger Consideration"). F2 · price: Pursuant to the Directors Deferred Compensation Plan for Outside Directors, the reporting person previously elected to defer receipt of 7,700 Shares; the Merger Consideration in respect of these Shares will be paid to the reporting person in ten equal annual installments beginning upon the termination of her service on the Company's board of directors. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 22:19 UTC | CSRA Inc. CSRA · Entity 167770 | GrantCommon Stock | 5,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001646383-18-000044 · wf-form4_151985636349186.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,019 F1 · shares: Represents an award of restricted stock units (RSUs) pursuant to the CSRA 2015 Non-Employee Director Incentive Plan in a transaction exempt under Rule 16b-3. The RSUs will vest and convert into shares of common stock on a one-to-one basis on the earlier of February 26, 2019 and the date of the issuer's 2019 annual meeting of stockholders. Pursuant to the CSRA Non-Employee Director Deferred Compensation Plan, the reporting person has elected to receive the shares within 30 days of the termination of the reporting person's service on the issuer's board of directors. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 17:02 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Disposition to issuerRestricted Stock Units · Derivative | 2,592 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-062115 · doc4.xml · derivative · entry 4 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,592 shares Expires not disclosed F3 · derivative.exercise_price: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty. F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F6 · price: The RSUs vested on September 6, 2016. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. The reporting person timely elected to defer settlement of the RSUs. F6 · derivative.exercise_date: The RSUs vested on September 6, 2016. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. The reporting person timely elected to defer settlement of the RSUs. F6 · derivative.expiration_date: The RSUs vested on September 6, 2016. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. The reporting person timely elected to defer settlement of the RSUs. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 17:02 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Disposition to issuerRestricted Stock Units · Derivative | 1,766 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-062115 · doc4.xml · derivative · entry 3 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,766 shares Expires not disclosed F3 · derivative.exercise_price: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty. F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F5 · price: The RSUs vested on May 11, 2015. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. The reporting person timely elected to defer settlement of the RSUs. F5 · derivative.exercise_date: The RSUs vested on May 11, 2015. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. The reporting person timely elected to defer settlement of the RSUs. F5 · derivative.expiration_date: The RSUs vested on May 11, 2015. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. The reporting person timely elected to defer settlement of the RSUs. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 17:02 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Disposition to issuerRestricted Stock Units · Derivative | 2,915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-062115 · doc4.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,915 shares Expires not disclosed F3 · derivative.exercise_price: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty. F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F4 · price: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. F4 · derivative.exercise_date: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. F4 · derivative.expiration_date: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 17:02 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Disposition to issuerCommon Stock | 12,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-062115 · doc4.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F2 · price: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer. Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 22:30 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 2,623 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-17-000155 · wf-form4_151026662604728.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,918 F1 · shares: Grant of restricted share units that will vest on November 8, 2018, except if the 2018 Annual Meeting of Shareholders is prior to November 8, 2018, then restricted share units will vest on the date of the 2018 Annual Meeting of Shareholders. Read SEC document |
| September 06, 2017 Filed Sep 8, 2017 16:35 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Exercise / conversionRestricted Stock Units · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052054 · doc4.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,766 Underlying: Common Stock · 1,766 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of ABCO common stock. F2 · derivative.exercise_date: The RSUs vested in three equal installments on October 6, 2014; September 6, 2015; and September 6, 2016 which were deferred to September 6, 2016; September 6, 2017; and September 6, 2018. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company. F2 · derivative.expiration_date: The RSUs vested in three equal installments on October 6, 2014; September 6, 2015; and September 6, 2016 which were deferred to September 6, 2016; September 6, 2017; and September 6, 2018. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company. Read SEC document |
| September 06, 2017 Filed Sep 8, 2017 16:35 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Exercise / conversionCommon Stock | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052054 · doc4.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,856 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 21:54 UTC | CSRA Inc. CSRA · Entity 167770 | GrantCommon Stock | 6,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001646383-17-000140 · wf-form4_150283403821392.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,619 F1 · shares: Represents an award of restricted stock units (RSUs) pursuant to the CSRA 2015 Non-Employee Director Incentive Plan in a transaction exempt under Rule 16b-3. The RSUs will vest and convert into shares of common stock on a one-to-one basis on the earlier of August 11, 2018 and the date of the issuer's next annual meeting of stockholders. Pursuant to the CSRA Non-Employee Director Deferred Compensation Plan, the reporting person has elected to receive the shares within 30 days of the termination of the reporting person's service on the issuer's board of directors. 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.