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 |
|---|---|---|---|---|---|---|
| August 08, 2017 Filed Aug 10, 2017 21:00 UTC | CSRA Inc. CSRA · Entity 167770 | Exercise / conversionRestricted Stock Units · Derivative | 7,700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001646383-17-000118 · wf-form4_150239879110210.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,700 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. F4 · derivative.exercise_date: On August 12, 2016 the reporting person was granted 7,700 restricted stock units, all of which vested on the annual meeting of the stockholders held on August 8, 2017. F4 · derivative.expiration_date: On August 12, 2016 the reporting person was granted 7,700 restricted stock units, all of which vested on the annual meeting of the stockholders held on August 8, 2017. Read SEC document |
| August 08, 2017 Filed Aug 10, 2017 21:00 UTC | CSRA Inc. CSRA · Entity 167770 | Exercise / conversionCommon Stock | 7,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001646383-17-000118 · wf-form4_150239879110210.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,819 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 · price: Restricted stock units convert into common stock on a one-for-one basis. F1 · acquired: Pursuant to the Directors Deferred Compensation Plan for Outside Directors, the reporting person has elected to defer receipt of the shares; the shares will be issued to the reporting person in ten equal annual installments beginning the later of August 8, 2022 or the termination of her service on the issuer's board of directors. F3 · balance_after: Includes 2,700 shares that were inadvertently omitted from the reporting person's Form 4 filed on December 2, 2015 and in subsequent Forms 4 filed by the reporting person. These shares were distributed by the issuer's previous parent company, Computer Sciences Corporation ("Parent"), to the reporting person on November 30, 2015 in connection with the spin-off of the issuer from the Parent. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 13:55 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | GrantRestricted Stock Units · Derivative | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-040343 · doc4.xml · derivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,915 Underlying: Common Stock · 2,915 shares Expires not disclosed 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 vest on June 14, 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 vest on June 14, 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 |
| June 07, 2017 Filed Jun 9, 2017 15:40 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Exercise / conversionCommon Stock | 4,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038832 · doc4.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,090 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2017 Filed May 11, 2017 18:21 UTC | AVON PRODUCTS INC AVP · Entity 152510 | GrantRestricted Stock Units · Derivative | 32,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031611 · doc4.xml · derivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,486 Underlying: Common Stock · 32,486 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 |
| November 03, 2016 Filed Nov 7, 2016 13:22 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-16-000351 · wf-form4_147852493907636.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,295 F1 · shares: Grant of restricted share units that will vest on November 3, 2017, except if the 2017 Annual Meeting of Shareholders is prior to November 3, 2017, then the restricted share units will vest on the date of the 2017 Annual Meeting of Shareholders. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 17:13 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Exercise / conversionRestricted Stock Units · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140593 · doc4.xml · derivative · entry 2 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,532 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 the Company's common stock. F2 · derivative.exercise_date: The RSUs vest in three equal installments on 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 vest in three equal installments on 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, 2016 Filed Sep 8, 2016 17:13 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Exercise / conversionCommon Stock | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140593 · doc4.xml · nonDerivative · entry 1 Killefer Nancy · CIK 0001584637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.