Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| General Motors CoGM · Entity 2958 | Director | December 31, 2025 | January 05, 2026 |
| Hewlett Packard Enterprise CoHPE · Entity 2984 | Director | September 30, 2026 | October 02, 2026 |
| Howmet Aerospace Inc.ARNC · Entity 2911 | Director | January 04, 2018 | January 05, 2018 |
| KKR & Co. Inc.KKR · Entity 338 | Director | December 11, 2025 | December 13, 2025 |
| Merck & Co., Inc.MRK · Entity 2807 | Director | May 29, 2026 | June 02, 2026 |
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.
General Motors Co
Report date December 31, 2025 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share Units ("DSUs")SEC Table II · derivative / convertible security | Direct | 101,056 |
Reported balance
After 2025-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-31 · Grant · Acquired 7,960 · Balance 101,056 F1: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. |
| Deferred Share Units ("DSUs")SEC Table II · derivative / convertible security | Direct | 102,030 |
Reported balance
After 2025-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-31 · Grant · Acquired 974 · Balance 102,030 F2: Represents dividends accrued on DSUs in 2025 that were credited as additional DSUs at the end of the year. F1: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. |
Filing footnotes · ownership attribution and instrument terms
F1: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment.
F2: Represents dividends accrued on DSUs in 2025 that were credited as additional DSUs at the end of the year.
Hewlett Packard Enterprise Co
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Merrill Lynch | 368,831.0929 |
Reported balance
After 2026-09-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-30 · Grant · Acquired 616 · Balance 368,831.0929 F1: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q2 cash retainer of $39,375 for Issuer's Board Year 2026. F2: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F3: The number of shares in column 5 includes 928.5987 vested restricted stock unit ("RSU") dividend equivalent rights at $47.39 per RSU credited to the reporting person's account on 07/15/26. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,776.3109 |
Reported balance
After 2026-07-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-15 · Grant · Acquired 26.3109 · Balance 8,776.3109 F4: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's common stock. F5: As previously reported, on 05/01/26, the reporting person was granted 8,750 RSUs, all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 26.3109 dividend equivalent rights at $47.39 per RSU credited to the reporting person's account on 07/15/26. |
| Common StockSEC Table I · non-derivative | Direct | 15,318 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 15,318 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q2 cash retainer of $39,375 for Issuer's Board Year 2026.
F2: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors.
F3: The number of shares in column 5 includes 928.5987 vested restricted stock unit ("RSU") dividend equivalent rights at $47.39 per RSU credited to the reporting person's account on 07/15/26.
F4: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's common stock.
F5: As previously reported, on 05/01/26, the reporting person was granted 8,750 RSUs, all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 26.3109 dividend equivalent rights at $47.39 per RSU credited to the reporting person's account on 07/15/26.
Howmet Aerospace Inc.
Report date January 04, 2018 · Filed January 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,289 |
Reported balance
After 2018-01-04 transaction · row 1
1 source rowRow 1 · 2018-01-04 · Grant · Acquired 170 · Balance 8,289 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 18,333 |
Reported balance
Holding disclosure · report date 2018-01-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,333 F1: Held by a trust for the benefit of the reporting person. The reporting person is the trustee of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Held by a trust for the benefit of the reporting person. The reporting person is the trustee of the trust.
KKR & Co. Inc.
Report date December 11, 2025 · Filed December 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 88,464 |
Reported balance
After 2025-12-11 transaction · row 1
1 source rowRow 1 · 2025-12-11 · Grant · Acquired 1,605 · Balance 88,464 F1: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc.
Merck & Co., Inc.
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 62,390.7517 |
Reported balance
After 2026-05-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-29 · Grant · Acquired 1,853.0997 · Balance 62,390.7517 F1: 1-for-1 F2: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3: Holdings include shares acquired in dividend reinvestment transactions. |
| Common StockSEC Table I · non-derivative | Direct | 13,148 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,148 |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation.
F3: Holdings include shares acquired in dividend reinvestment transactions.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 21:24 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 616 | $63.89 | $39,356.24 |
DisclosureSEC source: 0001023219-26-000015 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 368,831.0929 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q2 cash retainer of $39,375 for Issuer's Board Year 2026. F2 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F3 · balance_after: The number of shares in column 5 includes 928.5987 vested restricted stock unit ("RSU") dividend equivalent rights at $47.39 per RSU credited to the reporting person's account on 07/15/26. Read SEC document |
| July 15, 2026 Filed Oct 2, 2026 21:24 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 26.3109 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001023219-26-000015 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,776.3109 Underlying: Common Stock · 26.3109 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's common stock. F5 · shares: As previously reported, on 05/01/26, the reporting person was granted 8,750 RSUs, all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 26.3109 dividend equivalent rights at $47.39 per RSU credited to the reporting person's account on 07/15/26. F5 · price: As previously reported, on 05/01/26, the reporting person was granted 8,750 RSUs, all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 26.3109 dividend equivalent rights at $47.39 per RSU credited to the reporting person's account on 07/15/26. F5 · derivative.exercise_date: As previously reported, on 05/01/26, the reporting person was granted 8,750 RSUs, all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 26.3109 dividend equivalent rights at $47.39 per RSU credited to the reporting person's account on 07/15/26. F5 · derivative.expiration_date: As previously reported, on 05/01/26, the reporting person was granted 8,750 RSUs, all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 26.3109 dividend equivalent rights at $47.39 per RSU credited to the reporting person's account on 07/15/26. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:20 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 873 | $45.11 | $39,381.03 |
DisclosureSEC source: 0001023219-26-000013 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 367,286.4942 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q1 cash retainer of $39,375 for Issuer's Board Year 2026. F2 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 18:17 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 1,853.0997 | $118.72 | $220,000.00 |
DisclosureSEC source: 0000310158-26-000159 · form4.xml · derivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,390.7517 Underlying: Common Stock · 1,853.0997 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:33 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 8,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001023219-26-000011 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 Underlying: Common Stock · 8,750 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F4 · shares: On 05/01/26, the reporting person was granted 8,750 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F4 · price: On 05/01/26, the reporting person was granted 8,750 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F4 · derivative.exercise_date: On 05/01/26, the reporting person was granted 8,750 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F4 · derivative.expiration_date: On 05/01/26, the reporting person was granted 8,750 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 21:09 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | Exercise / conversionRestricted Stock Units · Derivative | 14,499.0518 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001023219-26-000009 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,499.0518 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 restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F3 · shares: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which cliff vested on the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects vested RSUs and 264.0518 dividend equivalent rights previously reflected in column 9. F3 · price: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which cliff vested on the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects vested RSUs and 264.0518 dividend equivalent rights previously reflected in column 9. F3 · derivative.exercise_date: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which cliff vested on the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects vested RSUs and 264.0518 dividend equivalent rights previously reflected in column 9. F3 · derivative.expiration_date: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which cliff vested on the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects vested RSUs and 264.0518 dividend equivalent rights previously reflected in column 9. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 21:09 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | Exercise / conversionCommon Stock | 14,499.0518 | $23.98 | $347,687.26 |
DisclosureSEC source: 0001023219-26-000009 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 364,842.3563 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 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:10 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 1,822 | $23.81 | $43,381.82 |
DisclosureSEC source: 0001023219-26-000007 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 350,343.3045 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q4 cash retainer of $43,375 for Issuer's Board Year 2025. F2 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F3 · balance_after: The number of shares in column 5 includes 1,940.0071 vested restricted stock unit ("RSU") dividend equivalent rights at $21.44 per RSU credited to the reporting person's account on 01/16/26. Read SEC document |
| January 16, 2026 Filed Apr 2, 2026 20:10 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 94.6123 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001023219-26-000007 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,499.0518 Underlying: Common Stock · 94.6123 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F5 · shares: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 94.6123 dividend equivalent rights at $21.44 per RSU credited to the reporting person's account on 01/16/26. F5 · price: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 94.6123 dividend equivalent rights at $21.44 per RSU credited to the reporting person's account on 01/16/26. F5 · derivative.exercise_date: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 94.6123 dividend equivalent rights at $21.44 per RSU credited to the reporting person's account on 01/16/26. F5 · derivative.expiration_date: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 94.6123 dividend equivalent rights at $21.44 per RSU credited to the reporting person's account on 01/16/26. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:32 UTC | General Motors Co GM · Entity 2958 | GrantDeferred Share Units ("DSUs") · Derivative | 974 | $0.00 | $0.00 |
DisclosureSEC source: 0001023219-26-000002 · wk-form4_1767648773.xml · derivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,030 Underlying: Common Stock · 974 shares Expires not disclosed F2 · security: Represents dividends accrued on DSUs in 2025 that were credited as additional DSUs at the end of the year. F1 · derivative.exercise_price: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.exercise_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.expiration_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:32 UTC | General Motors Co GM · Entity 2958 | GrantDeferred Share Units ("DSUs") · Derivative | 7,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001023219-26-000002 · wk-form4_1767648773.xml · derivative · entry 1 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,056 Underlying: Common Stock · 7,960 shares Expires not disclosed F1 · derivative.exercise_price: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.exercise_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.expiration_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:30 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 1,637 | $24.05 | $39,369.85 |
DisclosureSEC source: 0001023219-25-000007 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 346,581.2974 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q3 cash retainer of $39,375 for Issuer's Board Year 2025. F2 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F3 · balance_after: The number of shares in column 5 includes 1,643.3958 vested restricted stock unit ("RSU") dividend equivalent rights at $22.96 per RSU credited to the reporting person's account on 10/17/25. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:00 UTC | KKR & Co. Inc. KKR · Entity 338 | GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045436 · form4.xml · nonDerivative · entry 1 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,464 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| October 17, 2025 Filed Dec 17, 2025 22:30 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 80.5989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001023219-25-000007 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,404.4395 Underlying: Common Stock · 80.5989 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F5 · shares: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 80.5989 dividend equivalent rights at $22.96 per RSU credited to the reporting person's account on 10/17/25. F5 · price: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 80.5989 dividend equivalent rights at $22.96 per RSU credited to the reporting person's account on 10/17/25. F5 · derivative.exercise_date: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 80.5989 dividend equivalent rights at $22.96 per RSU credited to the reporting person's account on 10/17/25. F5 · derivative.expiration_date: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 80.5989 dividend equivalent rights at $22.96 per RSU credited to the reporting person's account on 10/17/25. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:44 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 88.8406 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001023219-25-000005 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,323.8406 Underlying: Common Stock · 88.8406 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F5 · shares: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.8406 dividend equivalent rights at $20.83 per RSU credited to the reporting person's account on 07/17/25. F5 · price: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.8406 dividend equivalent rights at $20.83 per RSU credited to the reporting person's account on 07/17/25. F5 · derivative.exercise_date: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.8406 dividend equivalent rights at $20.83 per RSU credited to the reporting person's account on 07/17/25. F5 · derivative.expiration_date: As previously reported, on 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.8406 dividend equivalent rights at $20.83 per RSU credited to the reporting person's account on 07/17/25. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:44 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 1,603 | $24.56 | $39,369.68 |
DisclosureSEC source: 0001023219-25-000005 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 343,300.9016 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q2 cash retainer of $39,375 for Issuer's Board Year 2025. F2 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F3 · balance_after: The number of shares in column 5 includes 1,801.4397 vested restricted stock unit ("RSU") dividend equivalent rights at $20.83 per RSU credited to the reporting person's account on 07/17/25. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 22:32 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 1,925 | $20.45 | $39,366.25 |
DisclosureSEC source: 0001062993-25-012394 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 339,896.4619 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q1 cash retainer of $39,375 for Issuer's Board Year 2025. F2 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 17:21 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 2,863.0921 | $76.84 | $220,000.00 |
DisclosureSEC source: 0001127602-25-016367 · form4.xml · derivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,523.428 Underlying: Common Stock · 2,863.0921 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 02, 2025 Filed May 6, 2025 21:08 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 14,235 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-008646 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,235 Underlying: Common Stock · 14,235 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F4 · shares: On 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F4 · price: On 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F4 · derivative.exercise_date: On 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F4 · derivative.expiration_date: On 05/02/25, the reporting person was granted 14,235 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/02/26 or the date of Issuer's 2026 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 20:57 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | Exercise / conversionRestricted Stock Units · Derivative | 14,322.9927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-007101 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,322.9927 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 restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F3 · shares: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which cliff vested on 04/02/25, the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 254.9927 dividend equivalent rights. F3 · price: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which cliff vested on 04/02/25, the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 254.9927 dividend equivalent rights. F3 · derivative.exercise_date: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which cliff vested on 04/02/25, the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 254.9927 dividend equivalent rights. F3 · derivative.expiration_date: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which cliff vested on 04/02/25, the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 254.9927 dividend equivalent rights. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 20:57 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | Exercise / conversionCommon Stock | 14,322.9927 | $16.12 | $230,886.64 |
DisclosureSEC source: 0001062993-25-007101 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 335,509.5243 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 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:27 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 2,518 | $15.64 | $39,381.52 |
DisclosureSEC source: 0001062993-25-006976 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 321,186.5316 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q4 cash retainer of $39,375 for Issuer's Board Year 2024. F2 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F3 · balance_after: The number of shares in column 5 includes 1,500.1090 vested restricted stock unit ("RSU") dividend equivalent rights at $23.41 per RSU credited to the reporting person's account on 01/16/25. Read SEC document |
| January 16, 2025 Filed Apr 3, 2025 20:27 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 78.1222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-006976 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,322.9927 Underlying: Common Stock · 78.1222 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F5 · shares: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 78.1222 dividend equivalent rights at $23.41 per RSU credited to the reporting person's account on 01/16/25. F5 · price: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 78.1222 dividend equivalent rights at $23.41 per RSU credited to the reporting person's account on 01/16/25. F5 · derivative.exercise_date: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 78.1222 dividend equivalent rights at $23.41 per RSU credited to the reporting person's account on 01/16/25. F5 · derivative.expiration_date: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 78.1222 dividend equivalent rights at $23.41 per RSU credited to the reporting person's account on 01/16/25. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:20 UTC | General Motors Co GM · Entity 2958 | GrantDeferred Share Units ("DSUs") · Derivative | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-25-000022 · wk-form4_1735942829.xml · derivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,096 Underlying: Common Stock · 918 shares Expires not disclosed F2 · security: Represents dividends accrued on DSUs in 2024 that were credited as additional DSUs at the end of the year. F1 · derivative.exercise_price: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.exercise_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.expiration_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:20 UTC | General Motors Co GM · Entity 2958 | GrantDeferred Share Units ("DSUs") · Derivative | 9,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-25-000022 · wk-form4_1735942829.xml · derivative · entry 1 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,178 Underlying: Common Stock · 9,729 shares Expires not disclosed F1 · derivative.exercise_price: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.exercise_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.expiration_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 23:04 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 1,804 | $21.83 | $39,381.32 |
DisclosureSEC source: 0001062993-24-020797 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 317,168.4226 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q3 cash retainer of $39,375 for Issuer's Board Year 2024. F2 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F3 · balance_after: The number of shares in column 5 includes 1,685.9850 vested restricted stock unit ("RSU") dividend equivalent rights at $20.69 per RSU credited to the reporting person's account on 10/18/24. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 00:00 UTC | KKR & Co. Inc. KKR · Entity 338 | GrantCommon Stock | 1,238 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-049563 · form4.xml · nonDerivative · entry 1 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,859 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 12, 2024 and will generally vest on December 1, 2025. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| October 18, 2024 Filed Dec 17, 2024 23:04 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 88.3925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-020797 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,244.8705 Underlying: Common Stock · 88.3925 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F5 · shares: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.3925 dividend equivalent rights at $20.69 per RSU credited to the reporting person's account on 10/18/24. F5 · price: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.3925 dividend equivalent rights at $20.69 per RSU credited to the reporting person's account on 10/18/24. F5 · derivative.exercise_date: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.3925 dividend equivalent rights at $20.69 per RSU credited to the reporting person's account on 10/18/24. F5 · derivative.expiration_date: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.3925 dividend equivalent rights at $20.69 per RSU credited to the reporting person's account on 10/18/24. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:45 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 1,924 | $20.46 | $39,365.04 |
DisclosureSEC source: 0001062993-24-017283 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 313,678.4376 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q2 cash retainer of $39,375 for Issuer's Board Year 2024. F2 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F3 · balance_after: The number of shares in column 5 includes 1,675.5157 vested restricted stock unit ("RSU") dividend equivalent rights at $20.67 per RSU credited to the reporting person's account on 07/18/24. Read SEC document |
| July 18, 2024 Filed Oct 2, 2024 20:45 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 88.478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-017283 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,156.478 Underlying: Common Stock · 88.478 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F5 · shares: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.4780 dividend equivalent rights at $20.67 per RSU credited to the reporting person's account on 07/18/24. F5 · price: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.4780 dividend equivalent rights at $20.67 per RSU credited to the reporting person's account on 07/18/24. F5 · derivative.exercise_date: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.4780 dividend equivalent rights at $20.67 per RSU credited to the reporting person's account on 07/18/24. F5 · derivative.expiration_date: As previously reported, on 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 88.4780 dividend equivalent rights at $20.67 per RSU credited to the reporting person's account on 07/18/24. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:18 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 1,860 | $21.17 | $39,376.20 |
DisclosureSEC source: 0001062993-24-013360 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 310,078.9219 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q1 cash retainer of $39,375 for Issuer's Board Year 2024. F2 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 19:02 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 1,752.4295 | $125.54 | $220,000.00 |
DisclosureSEC source: 0001127602-24-017600 · form4.xml · derivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,951.7959 Underlying: Common Stock · 1,752.4295 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 10, 2024 Filed May 14, 2024 21:16 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 14,068 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-010244 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,068 Underlying: Common Stock · 14,068 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F4 · shares: On 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F4 · price: On 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F4 · derivative.exercise_date: On 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. F4 · derivative.expiration_date: On 05/10/24, the reporting person was granted 14,068 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/10/25 or the date of Issuer's 2025 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| April 10, 2024 Filed Apr 12, 2024 21:14 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | Exercise / conversionRestricted Stock Units · Derivative | 17,389.9376 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-008356 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,389.9376 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 restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F3 · shares: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which cliff vested on 04/10/24, the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 379.9376 vested dividend equivalent rights. F3 · price: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which cliff vested on 04/10/24, the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 379.9376 vested dividend equivalent rights. F3 · derivative.exercise_date: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which cliff vested on 04/10/24, the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 379.9376 vested dividend equivalent rights. F3 · derivative.expiration_date: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which cliff vested on 04/10/24, the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 379.9376 vested dividend equivalent rights. Read SEC document |
| April 10, 2024 Filed Apr 12, 2024 21:14 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | Exercise / conversionCommon Stock | 17,389.9376 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-008356 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 306,244.6906 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 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| April 09, 2024 Filed Apr 11, 2024 20:11 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 2,185 | $18.02 | $39,373.70 |
DisclosureSEC source: 0001062993-24-008306 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 288,854.753 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q4 cash retainer of $39,375 for Issuer's Board Year 2023. F2 · balance_after: The number of shares in column 5 includes 1,948.4278 vested restricted stock unit ("RSU") dividend equivalent rights at $16.37 per RSU credited to the reporting person's account on 01/11/24. F3 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| January 11, 2024 Filed Apr 11, 2024 20:11 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 135.0825 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-008306 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,389.9376 Underlying: Common Stock · 135.0825 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F5 · shares: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 135.0825 dividend equivalent rights at $16.37 per RSU credited to the reporting person's account on 01/11/24. F5 · price: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 135.0825 dividend equivalent rights at $16.37 per RSU credited to the reporting person's account on 01/11/24. F5 · derivative.exercise_date: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 135.0825 dividend equivalent rights at $16.37 per RSU credited to the reporting person's account on 01/11/24. F5 · derivative.expiration_date: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 135.0825 dividend equivalent rights at $16.37 per RSU credited to the reporting person's account on 01/11/24. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:17 UTC | General Motors Co GM · Entity 2958 | GrantDeferred Share Units ("DSUs") · Derivative | 790 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-24-000017 · wk-form4_1704320212.xml · derivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,449 Underlying: Common Stock · 790 shares Expires not disclosed F2 · security: Represents dividends accrued on DSUs in 2023 that were credited as additional DSUs at the end of the year. F1 · derivative.exercise_price: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.exercise_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.expiration_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:17 UTC | General Motors Co GM · Entity 2958 | GrantDeferred Share Units ("DSUs") · Derivative | 12,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-24-000017 · wk-form4_1704320212.xml · derivative · entry 1 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,659 Underlying: Common Stock · 12,826 shares Expires not disclosed F1 · derivative.exercise_price: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.exercise_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. F1 · derivative.expiration_date: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 23:00 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 2,354 | $16.72 | $39,358.88 |
DisclosureSEC source: 0001062993-23-022875 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 284,721.3252 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q3 cash retainer of $39,375 for Issuer's Board Year 2023. F2 · balance_after: The number of shares in column 5 includes 1,769.4030 vested restricted stock unit ("RSU") dividend equivalent rights at $16.48 per RSU credited to the reporting person's account on 10/13/23. F3 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| October 13, 2023 Filed Dec 19, 2023 23:00 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 123.8592 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-022875 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,254.8551 Underlying: Common Stock · 123.8592 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F5 · shares: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 123.8592 dividend equivalent rights at $16.48 per RSU credited to the reporting person's account on 10/13/23. F5 · price: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 123.8592 dividend equivalent rights at $16.48 per RSU credited to the reporting person's account on 10/13/23. F5 · derivative.exercise_date: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 123.8592 dividend equivalent rights at $16.48 per RSU credited to the reporting person's account on 10/13/23. F5 · derivative.expiration_date: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 123.8592 dividend equivalent rights at $16.48 per RSU credited to the reporting person's account on 10/13/23. Read SEC document |
| October 02, 2023 Filed Oct 5, 2023 00:30 UTC | KKR & Co. Inc. KKR · Entity 338 | GrantCommon Stock | 3,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-047034 · form4.xml · nonDerivative · entry 1 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,621 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on October 2, 2023 and will generally vest on October 1, 2024. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:40 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 2,266 | $17.37 | $39,360.42 |
DisclosureSEC source: 0001062993-23-018821 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 280,597.9222 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q2 cash retainer of $39,375 for Issuer's Board Year 2023. F2 · balance_after: The number of shares in column 5 includes 1,712.3792 vested restricted stock unit ("RSU") dividend equivalent rights at $16.87 per RSU credited to the reporting person's account on 07/14/23. F3 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| July 14, 2023 Filed Oct 3, 2023 20:40 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 120.9959 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-018821 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,130.9959 Underlying: Common Stock · 120.9959 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F5 · shares: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 120.9959 dividend equivalent rights at $16.87 per RSU credited to the reporting person's account on 07/14/23. F5 · price: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 120.9959 dividend equivalent rights at $16.87 per RSU credited to the reporting person's account on 07/14/23. F5 · derivative.exercise_date: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 120.9959 dividend equivalent rights at $16.87 per RSU credited to the reporting person's account on 07/14/23. F5 · derivative.expiration_date: As previously reported, on 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 120.9959 dividend equivalent rights at $16.87 per RSU credited to the reporting person's account on 07/14/23. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:19 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 2,343 | $16.80 | $39,362.40 |
DisclosureSEC source: 0001062993-23-014500 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 276,619.543 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q1 cash retainer of $39,375 for Issuer's Board Year 2023. F2 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| May 26, 2023 Filed May 31, 2023 18:53 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 1,980.7329 | $111.07 | $220,000.00 |
DisclosureSEC source: 0001127602-23-017186 · form4.xml · derivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,851.7344 Underlying: Common Stock · 1,980.7329 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. Read SEC document |
| May 05, 2023 Filed May 9, 2023 21:04 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 17,010 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-010582 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,010 Underlying: Common Stock · 17,010 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F4 · shares: On 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. F4 · price: On 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. F4 · derivative.exercise_date: On 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. F4 · derivative.expiration_date: On 05/05/23, the reporting person was granted 17,010 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/05/24 or the date of Issuer's 2024 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. Read SEC document |
| April 05, 2023 Filed Apr 8, 2023 00:59 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | Exercise / conversionRestricted Stock Units · Derivative | 15,117.4296 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-008943 · form4.xml · derivative · entry 3 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,117.4296 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 restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F3 · shares: As previously reported, on 05/05/22, the reporting person was granted 14,734 restricted stock units ("RSUs"), all of which cliff vested on 04/05/23, the date of Issuer's 2023 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 also reflects 383.4296 vested dividend equivalent rights. F3 · price: As previously reported, on 05/05/22, the reporting person was granted 14,734 restricted stock units ("RSUs"), all of which cliff vested on 04/05/23, the date of Issuer's 2023 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 also reflects 383.4296 vested dividend equivalent rights. F3 · derivative.exercise_date: As previously reported, on 05/05/22, the reporting person was granted 14,734 restricted stock units ("RSUs"), all of which cliff vested on 04/05/23, the date of Issuer's 2023 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 also reflects 383.4296 vested dividend equivalent rights. F3 · derivative.expiration_date: As previously reported, on 05/05/22, the reporting person was granted 14,734 restricted stock units ("RSUs"), all of which cliff vested on 04/05/23, the date of Issuer's 2023 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 also reflects 383.4296 vested dividend equivalent rights. Read SEC document |
| April 05, 2023 Filed Apr 8, 2023 00:59 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | Exercise / conversionCommon Stock | 15,117.4296 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008943 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 272,478.5117 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 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 20:33 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantCommon Stock | 2,405 | $16.11 | $38,744.55 |
DisclosureSEC source: 0001062993-23-008872 · form4.xml · nonDerivative · entry 2 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Merrill Lynch Disclosed balance after: 257,361.0821 F1 · shares: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q4 cash retainer of $38,750 for Issuer's Board Year 2022. F2 · balance_after: The number of shares in column 5 includes 1,613.9815 vested restricted stock unit ("RSU") dividend equivalent rights at $16.45 per RSU credited to the reporting person's account on 01/13/23. F3 · balance_after: The reporting person elected to defer the receipt of common stock until the termination of her service as a member of 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.