Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EMERSON ELECTRIC COEMR · Entity 2942 | Sr VP, Secy & Chf Leg Ofc | November 06, 2023 | November 08, 2023 |
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.
EMERSON ELECTRIC CO
Report date November 06, 2023 · Filed November 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 138,962 |
Reported balance
After 2023-11-06 transaction · row 1
1 source rowRow 1 · 2023-11-06 · Grant · Acquired 20,757 · Balance 138,962 F1: Acquisition of 20,757 shares pursuant to Rule 16b-3 upon payout of 37,742 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2023. Of these 37,742 units, 20,757 units were paid in shares of Issuer stock, with the remaining 16,985 units paid in cash to cover the reporting person's tax obligations. F2: Price is not applicable to the acquisitions described in Note 1. |
| Common StockSEC Table I · non-derivative | Indirect401(k) plan | 1,224.602 |
Reported balance
Holding disclosure · report date 2023-11-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,224.602 |
| Common StockSEC Table I · non-derivative | Indirect401(k) excess plan | 2,782.707 |
Reported balance
Holding disclosure · report date 2023-11-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,782.707 |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of 20,757 shares pursuant to Rule 16b-3 upon payout of 37,742 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2023. Of these 37,742 units, 20,757 units were paid in shares of Issuer stock, with the remaining 16,985 units paid in cash to cover the reporting person's tax obligations.
F2: Price is not applicable to the acquisitions described in Note 1.
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 |
|---|---|---|---|---|---|---|
| November 06, 2023 Filed Nov 8, 2023 23:20 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 20,757 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-020346 · form4.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr VP, Secy & Chf Leg Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,962 F1 · kind: Acquisition of 20,757 shares pursuant to Rule 16b-3 upon payout of 37,742 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2023. Of these 37,742 units, 20,757 units were paid in shares of Issuer stock, with the remaining 16,985 units paid in cash to cover the reporting person's tax obligations. F1 · shares: Acquisition of 20,757 shares pursuant to Rule 16b-3 upon payout of 37,742 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2023. Of these 37,742 units, 20,757 units were paid in shares of Issuer stock, with the remaining 16,985 units paid in cash to cover the reporting person's tax obligations. F2 · price: Price is not applicable to the acquisitions described in Note 1. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 21:21 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,000 | Not disclosed Strike: $65.07 | Not disclosed |
DisclosureSEC source: 0000950138-22-000231 · edgar.xml · derivative · entry 6 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 shares Expires 2023-10-01 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 · kind: Exercise of 4,617 incentive stock options and 7,383 non-qualified stock options exempt under Rule 16b-3. F4 · price: Price is not applicable to stock options received as incentive compemsation. F3 · derivative.exercise_date: The options vested in three equal installments beginning on the date indicated. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 21:21 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | SaleCommon Stock | 10,977 | $91.13 | $1,000,334.01 |
DisclosureSEC source: 0000950138-22-000231 · edgar.xml · nonDerivative · entry 3 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,205 Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 21:21 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Tax withholdingCommon Stock | 1,023 | $91.73 | $93,839.79 |
DisclosureSEC source: 0000950138-22-000231 · edgar.xml · nonDerivative · entry 2 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,182 F2 · kind: Shares withheld for taxes exempt under Rule 16b-3 resulting from nonqualified stock option exercise. F2 · shares: Shares withheld for taxes exempt under Rule 16b-3 resulting from nonqualified stock option exercise. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 21:21 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionCommon Stock | 12,000 | $65.07 | $780,840.00 |
DisclosureSEC source: 0000950138-22-000231 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,205 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 · kind: Exercise of 4,617 incentive stock options and 7,383 non-qualified stock options exempt under Rule 16b-3. F1 · shares: Exercise of 4,617 incentive stock options and 7,383 non-qualified stock options exempt under Rule 16b-3. Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 21:02 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 17,577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-22-000207 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,205 F1 · kind: Acquisition of 17,577 shares pursuant to Rule 16b-3 upon payout of 31,960 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2022. Of these 31,960 units, 17,577 units were paid in shares of Issuer stock, with the remaining 14,383 units paid in cash to cover the reporting person's tax obligations. F2 · price: Price is not applicable to the acquisitions described in Note 1. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 21:10 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 155 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-21-000517 · edgar.xml · nonDerivative · entry 2 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,628 F1 · kind: Bona fide gift by Reporting Person of 155 shares to her children. F1 · shares: Bona fide gift by Reporting Person of 155 shares to her children. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 21:10 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 155 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-21-000517 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,783 F1 · kind: Bona fide gift by Reporting Person of 155 shares to her children. F1 · shares: Bona fide gift by Reporting Person of 155 shares to her children. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:34 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Tax withholdingCommon Stock | 4,475 | $97.83 | $437,789.25 |
DisclosureSEC source: 0000950138-21-000477 · edgar.xml · nonDerivative · entry 2 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,938 F3 · kind: Shares withheld for required minimum taxes upon vesting of previously reported stock grant under shareholder approved benefit plan exempt pursuant to Rule 16b-3. F3 · shares: Shares withheld for required minimum taxes upon vesting of previously reported stock grant under shareholder approved benefit plan exempt pursuant to Rule 16b-3. F4 · price: Fair market value on date of the vesting described in Note 3. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:34 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 15,831 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-21-000477 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,413 F1 · kind: Acquisition of 15,831 shares pursuant to Rule 16b-3 upon payout of 28,785 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2021. Of these 28,785 units, 15,831 units were paid in shares of Issuer stock, with the remaining 12,954 units paid in cash to cover the reporting person's tax obligations. F2 · price: Price is not applicable to the acquisitions described in Note 1. Read SEC document |
| October 04, 2021 Filed Oct 6, 2021 20:22 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Tax withholdingCommon Stock | 2,975 | $94.40 | $280,840.00 |
DisclosureSEC source: 0000950138-21-000440 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,582 F1 · kind: Shares withheld for required minimum taxes upon vesting of previously reported stock grant under shareholder approved benefit plan exempt pursuant to Rule 16b-3. F1 · shares: Shares withheld for required minimum taxes upon vesting of previously reported stock grant under shareholder approved benefit plan exempt pursuant to Rule 16b-3. F2 · price: Fair market value on date of the vesting described in Note 1. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 17:34 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 180 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-20-000535 · edgar.xml · nonDerivative · entry 2 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,557 F1 · kind: Bona fide gift by Reporting Person of 180 shares to her children. F1 · shares: Bona fide gift by Reporting Person of 180 shares to her children. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 17:34 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 180 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-20-000535 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,737 F1 · kind: Bona fide gift by Reporting Person of 180 shares to her children. F1 · shares: Bona fide gift by Reporting Person of 180 shares to her children. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 22:22 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,000 | Not disclosed Strike: $49.64 | Not disclosed |
DisclosureSEC source: 0000950138-20-000489 · edgar.xml · derivative · entry 5 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 shares Expires 2025-11-03 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 · kind: Exercise of 4,070 incentive stock options and 7,930 non-qualified stock options exempt under Rule 16b-3. F3 · price: Price is not applicable to stock options received as incentive compensation. F2 · derivative.exercise_date: The options vested in three equal annual installments beginning on the date indicated. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 22:22 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | SaleCommon Stock | 12,000 | $78.99 | $947,880.00 |
DisclosureSEC source: 0000950138-20-000489 · edgar.xml · nonDerivative · entry 2 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,917 Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 22:22 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionCommon Stock | 12,000 | $49.64 | $595,680.00 |
DisclosureSEC source: 0000950138-20-000489 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,917 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 · kind: Exercise of 4,070 incentive stock options and 7,930 non-qualified stock options exempt under Rule 16b-3. F1 · shares: Exercise of 4,070 incentive stock options and 7,930 non-qualified stock options exempt under Rule 16b-3. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:33 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 16,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-20-000436 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,917 F1 · kind: Acquisition of 16,500 shares pursuant to Rule 16b-3 upon payout of 30,000 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2020. Of these 30,000 units, 16,500 units were paid in shares of Issuer stock, with the remaining 13,500 units paid in cash to cover the reporting person's tax obligations. F2 · price: Price is not applicable to acquisitions described in Note 1. Read SEC document |
| November 11, 2019 Filed Nov 12, 2019 21:08 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-19-000524 · edgar.xml · nonDerivative · entry 5 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,417 F6 · kind: Bona fide gift by Reporting Person of 200 shares to her children. F7 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| November 11, 2019 Filed Nov 12, 2019 21:08 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-19-000524 · edgar.xml · nonDerivative · entry 4 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,617 F6 · kind: Bona fide gift by Reporting Person of 200 shares to her children. F7 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 21:08 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,000 | Not disclosed Strike: $53.31 | Not disclosed |
DisclosureSEC source: 0000950138-19-000524 · edgar.xml · derivative · entry 8 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 shares Expires 2020-10-04 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 · kind: Exercise of 3,747 incentive stock options and 8,253 non-qualified stock options exempt under Rule 16b-3. F5 · price: Price is not applicable to stock options received as incentive compensation. F4 · derivative.exercise_date: The options vested in three equal annual installments beginning on the date indicated. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 21:08 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | SaleCommon Stock | 10,969 | $73.55 | $806,809.44 |
DisclosureSEC source: 0000950138-19-000524 · edgar.xml · nonDerivative · entry 3 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,817 F3 · price: The price in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.55 to $73.57. The Reporting Person undertakes to provide Emerson Electric Co., any securityholder of Emerson Electric Co. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 21:08 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Tax withholdingCommon Stock | 1,031 | $73.93 | $76,221.83 |
DisclosureSEC source: 0000950138-19-000524 · edgar.xml · nonDerivative · entry 2 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,786 F2 · kind: Shares withheld for taxes exempt under Rule 16b-3 resulting from nonqualified stock option exercise. F2 · shares: Shares withheld for taxes exempt under Rule 16b-3 resulting from nonqualified stock option exercise. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 21:08 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionCommon Stock | 12,000 | $53.31 | $639,720.00 |
DisclosureSEC source: 0000950138-19-000524 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,817 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 · kind: Exercise of 3,747 incentive stock options and 8,253 non-qualified stock options exempt under Rule 16b-3. F1 · shares: Exercise of 3,747 incentive stock options and 8,253 non-qualified stock options exempt under Rule 16b-3. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 21:08 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 20,598 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-19-000508 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,817 F1 · kind: Acquisition of 20,598 shares pursuant to Rule 16b-3 upon payout of 37,450 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2019. Of these 37,450 units, 20,598 units were paid in shares of Issuer stock, with the remaining 16,852 units paid in cash to cover the reporting person's tax obligations. F2 · price: Price is not applicable to acquisitions described in Note 3. Read SEC document |
| December 26, 2018 Filed Dec 27, 2018 21:14 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-18-000722 · edgar.xml · nonDerivative · entry 3 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,219 F2 · kind: Bona fide gift by the Reporting Person to charity. F2 · shares: Bona fide gift by the Reporting Person to charity. F3 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| December 17, 2018 Filed Dec 27, 2018 21:14 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-18-000722 · edgar.xml · nonDerivative · entry 2 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,719 F1 · kind: Bona fide gift by the Reporting Person of 200 shares to her children. F1 · shares: Bona fide gift by the Reporting Person of 200 shares to her children. F3 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| December 17, 2018 Filed Dec 27, 2018 21:14 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-18-000722 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,919 F1 · kind: Bona fide gift by the Reporting Person of 200 shares to her children. F1 · shares: Bona fide gift by the Reporting Person of 200 shares to her children. F3 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 21:59 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 14,405 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-18-000604 · edgar.xml · nonDerivative · entry 2 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,119 F3 · kind: Acquisition of 14,405 shares pursuant to Rule 16b-3 upon payout of 26,190 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2018. Of these 26,190 units, 14,405 units were paid in shares of Issuer stock, with the remaining 11,785 units paid in cash to cover the reporting person's tax obligations. F4 · price: Price is not applicable to acquisitions described in Note 3. Read SEC document |
| October 24, 2018 Filed Nov 8, 2018 21:59 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-18-000604 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,714 F1 · kind: Bona fide gift by the Reporting Person of 200 shares to United Way. F1 · shares: Bona fide gift by the Reporting Person of 200 shares to United Way. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 22:03 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-17-000816 · edgar.xml · nonDerivative · entry 2 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,914 F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| December 08, 2017 Filed Dec 18, 2017 22:03 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-17-000816 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,314 F1 · kind: Bona fide gift by the Reporting Person of 1,000 shares to various charities. F1 · shares: Bona fide gift by the Reporting Person of 1,000 shares to various charities. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 20:39 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionRestricted Stock Units · Derivative | 6,880 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-17-000691 · edgar.xml · derivative · entry 5 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,880 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 · security: Vesting of 6,880 restricted stock units exempt pursuant to Rule 16b-3. The restricted stock units were acquired upon payout of 40% (6,880 units) of the earned performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2016. The restricted stock units were subject to a one-year vesting period. The payout of the other 60% was previously reported. F5 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one share of the Issuer's common stock. F1 · kind: Vesting of 6,880 restricted stock units exempt pursuant to Rule 16b-3. The restricted stock units were acquired upon payout of 40% (6,880 units) of the earned performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2016. The restricted stock units were subject to a one-year vesting period. The payout of the other 60% was previously reported. F1 · shares: Vesting of 6,880 restricted stock units exempt pursuant to Rule 16b-3. The restricted stock units were acquired upon payout of 40% (6,880 units) of the earned performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2016. The restricted stock units were subject to a one-year vesting period. The payout of the other 60% was previously reported. F2 · price: Price is not applicable to the acquisition or vesting of the restricted stock units described in Note 1 or to the acquisition of Issuer common stock upon such vesting. F1 · derivative.exercise_date: Vesting of 6,880 restricted stock units exempt pursuant to Rule 16b-3. The restricted stock units were acquired upon payout of 40% (6,880 units) of the earned performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2016. The restricted stock units were subject to a one-year vesting period. The payout of the other 60% was previously reported. F1 · derivative.expiration_date: Vesting of 6,880 restricted stock units exempt pursuant to Rule 16b-3. The restricted stock units were acquired upon payout of 40% (6,880 units) of the earned performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2016. The restricted stock units were subject to a one-year vesting period. The payout of the other 60% was previously reported. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 20:39 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Tax withholdingCommon Stock | 2,295 | $62.81 | $144,137.48 |
DisclosureSEC source: 0000950138-17-000691 · edgar.xml · nonDerivative · entry 2 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,314 F3 · kind: Shares withheld for required minimum taxes upon vesting of restricted stock units described in Note 1 exempt pursuant to Rule 16b-3. F3 · shares: Shares withheld for required minimum taxes upon vesting of restricted stock units described in Note 1 exempt pursuant to Rule 16b-3. F4 · price: Fair market value on date of the vesting described in Note 1. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 20:39 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionCommon Stock | 6,880 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-17-000691 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,609 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 · kind: Vesting of 6,880 restricted stock units exempt pursuant to Rule 16b-3. The restricted stock units were acquired upon payout of 40% (6,880 units) of the earned performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2016. The restricted stock units were subject to a one-year vesting period. The payout of the other 60% was previously reported. F1 · shares: Vesting of 6,880 restricted stock units exempt pursuant to Rule 16b-3. The restricted stock units were acquired upon payout of 40% (6,880 units) of the earned performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2016. The restricted stock units were subject to a one-year vesting period. The payout of the other 60% was previously reported. F2 · price: Price is not applicable to the acquisition or vesting of the restricted stock units described in Note 1 or to the acquisition of Issuer common stock upon such vesting. Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 18:09 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,000 | Not disclosed Strike: $53.84 | Not disclosed |
DisclosureSEC source: 0000950138-17-000668 · edgar.xml · derivative · entry 4 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2017-10-01 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 · kind: Exercise of incentive stock options exempt under Rule 16b-3. F3 · price: Price is not applicable to stock options received as incentive compensation. F2 · derivative.exercise_date: The options vested in three equal annual installments beginning on the date indicated. Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 18:09 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionCommon Stock | 2,000 | $53.84 | $107,670.00 |
DisclosureSEC source: 0000950138-17-000668 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,729 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of incentive stock options exempt under Rule 16b-3. F1 · shares: Exercise of incentive stock options exempt under Rule 16b-3. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:02 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantRestricted Stock Units · Derivative | 6,880 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-16-001449 · edgar.xml · derivative · entry 5 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,880 Underlying: Common Stock · 6,880 shares Expires not disclosed F4 · security: Acquisition of 6,880 restricted stock units pursuant to Rule 16b-3 upon payout of 40% of earned performance share award under shareholder-approved benefit plan described in Note 1. The restricted stock units are subject to a one-year vesting period. F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · kind: Acquisition of 6,880 restricted stock units pursuant to Rule 16b-3 upon payout of 40% of earned performance share award under shareholder-approved benefit plan described in Note 1. The restricted stock units are subject to a one-year vesting period. F4 · shares: Acquisition of 6,880 restricted stock units pursuant to Rule 16b-3 upon payout of 40% of earned performance share award under shareholder-approved benefit plan described in Note 1. The restricted stock units are subject to a one-year vesting period. F2 · price: Price is not applicable to acquisitions described in Notes 1, 3 and 4. F4 · derivative.exercise_date: Acquisition of 6,880 restricted stock units pursuant to Rule 16b-3 upon payout of 40% of earned performance share award under shareholder-approved benefit plan described in Note 1. The restricted stock units are subject to a one-year vesting period. F4 · derivative.expiration_date: Acquisition of 6,880 restricted stock units pursuant to Rule 16b-3 upon payout of 40% of earned performance share award under shareholder-approved benefit plan described in Note 1. The restricted stock units are subject to a one-year vesting period. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:02 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-16-001449 · edgar.xml · nonDerivative · entry 2 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,729 F3 · kind: Grant of restricted stock under shareholder approved benefit plan exempt pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions described in Notes 1, 3 and 4. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:02 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 5,676 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-16-001449 · edgar.xml · nonDerivative · entry 1 Bosco Sara Yang · CIK 0001673670 · Sr. VP, Secy and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,729 F1 · kind: Acquisition of 5,676 shares pursuant to Rule 16b-3 upon payout of 60% (10,320 units) of earned performance share award under shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2016. Of these 10,320 units, 5,676 units were paid in shares of Issuer stock, with the remaining 4,644 units paid in cash to cover the reporting person's tax obligations. F2 · price: Price is not applicable to acquisitions described in Notes 1, 3 and 4. 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.