Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLSTATE CORPALL · Entity 2989 | Director | June 01, 2026 | June 03, 2026 |
| METLIFE INCMET · Entity 488 | EVP, Global Employee Benefits | September 13, 2017 | September 15, 2017 |
| S&P Global Inc.SPGI · Entity 2879 | Director | January 02, 2026 | January 06, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 28, 2026 | April 30, 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.
ALLSTATE CORP
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 917 |
Reported balance
After 2026-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 917 · Balance 917 F1: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability.
METLIFE INC
Report date September 13, 2017 · Filed September 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 121,278.9192 |
Reported balance
After 2017-09-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-09-13 · Grant · Acquired 322.6171 · Balance 121,278.9192 F1: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral accounts pursuant to the MetLife Deferred Compensation Plan for Officers and the MetLife Leadership Deferred Compensation Plan. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred. F2: Includes 4,184.3515 Deferred Shares previously added to the reporting person's ownership through an adjustment to maintain the intrinsic value of Deferred Shares in light of the distribution by MetLife, Inc. to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of Deferred Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral accounts pursuant to the MetLife Deferred Compensation Plan for Officers and the MetLife Leadership Deferred Compensation Plan. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.
F2: Includes 4,184.3515 Deferred Shares previously added to the reporting person's ownership through an adjustment to maintain the intrinsic value of Deferred Shares in light of the distribution by MetLife, Inc. to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of Deferred Shares.
S&P Global Inc.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,478.85 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 479.62 · Balance 5,478.85 F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2026. F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. |
| Common StockSEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 400 |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2026.
F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director.
WELLS FARGO & COMPANY/MN
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,851.9647 |
Reported balance
After 2026-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-28 · Grant · Acquired 3,436 · Balance 17,851.9647 F1: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2: Each Common Stock Unit represents a right to receive one share of Company common stock. F3: Includes dividend equivalents reinvested in additional Common Stock Units. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 4,253 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,253 |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director.
F2: Each Common Stock Unit represents a right to receive one share of Company common stock.
F3: Includes dividend equivalents reinvested in additional Common Stock Units.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 3, 2026 00:36 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantRestricted Stock Units · Derivative | 917 | $0.00 | $0.00 |
DisclosureSEC source: 0000899051-26-000088 · form4.xml · derivative · entry 1 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 917 Underlying: Common Stock · 917 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. F1 · derivative.exercise_date: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. F1 · derivative.expiration_date: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 21:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 3,436 | $81.50 | $280,034.00 |
DisclosureSEC source: 0000072971-26-000241 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,851.9647 Underlying: Common Stock, $1 2/3 Par Value · 3,436 shares Expires not disclosed F1 · security: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2 · derivative.exercise_price: Each Common Stock Unit represents a right to receive one share of Company common stock. F1 · derivative.exercise_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F1 · derivative.expiration_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F3 · balance_after: Includes dividend equivalents reinvested in additional Common Stock Units. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:09 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 479.62 | $512.66 Strike: $0.00 | $245,881.99 |
DisclosureSEC source: 0001423154-26-000002 · wk-form4_1767733779.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,478.85 Underlying: Common Stock · 479.62 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2026. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:59 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantRestricted Stock Units · Derivative | 894 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-016629 · form4.xml · derivative · entry 1 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 894 Underlying: Common Stock · 894 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. F1 · derivative.exercise_date: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. F1 · derivative.expiration_date: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. Read SEC document |
| April 29, 2025 Filed May 1, 2025 21:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 3,728 | $71.10 | $265,060.80 |
DisclosureSEC source: 0001127602-25-012994 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,108.4723 Underlying: Common Stock, $1 2/3 Par Value · 3,728 shares Expires not disclosed F1 · security: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2 · derivative.exercise_price: Each Common Stock Unit represents a right to receive one share of Company common stock. F1 · derivative.exercise_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F1 · derivative.expiration_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F3 · balance_after: Includes dividend equivalents reinvested in additional Common Stock Units. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:16 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 490.54 | $495.50 Strike: $0.00 | $243,062.57 |
DisclosureSEC source: 0000064040-25-000035 · wk-form4_1736198181.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,999.23 Underlying: Common Stock · 490.54 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2025. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 21:33 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantRestricted Stock Units · Derivative | 1,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017774 · form4.xml · derivative · entry 1 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,045 Underlying: Common Stock · 1,045 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. F1 · derivative.exercise_date: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. F1 · derivative.expiration_date: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 4,046 | $59.32 | $240,008.72 |
DisclosureSEC source: 0001127602-24-014009 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,106.1884 Underlying: Common Stock, $1 2/3 Par Value · 4,046 shares Expires not disclosed F1 · security: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2 · derivative.exercise_price: Each Common Stock Unit represents a right to receive one share of Company common stock. F1 · derivative.exercise_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F1 · derivative.expiration_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:51 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantRestricted Stock Units · Derivative | 508 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000852 · form4.xml · derivative · entry 1 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 508 Underlying: Common Stock · 508 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. F1 · derivative.exercise_date: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. F1 · derivative.expiration_date: Restricted Stock Units (RSUs) granted under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors providing that each RSU represents the right to receive one share of Allstate common stock following either a standard restriction period or a deferred period of restriction if elected. The RSUs reported will convert into common stock the day following the date on which the reporting person's Board service with Allstate terminates, except in the event of the reporting person's death or disability, which will cause the RSUs to convert on the day following the date of death or disability. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:43 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 440.77 | $436.39 Strike: $0.00 | $192,347.62 |
DisclosureSEC source: 0000064040-24-000028 · wk-form4_1704415386.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,508.68 Underlying: Common Stock · 440.77 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2024. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 21:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 5,919 | $40.55 | $240,015.45 |
DisclosureSEC source: 0001127602-23-013681 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,919 Underlying: Common Stock, $1 2/3 Par Value · 5,919 shares Expires not disclosed F1 · security: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2 · derivative.exercise_price: Each Common Stock Unit represents a right to receive one share of Company common stock. F1 · derivative.exercise_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F1 · derivative.expiration_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 1,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008800 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,368.4785 Underlying: Common Stock, $1 2/3 Par Value · 1,418 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable based upon director's election. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 1,418 | $46.68 | $66,192.24 |
DisclosureSEC source: 0001127602-23-008800 · form4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,253 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 01:16 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 517.27 | $335.17 Strike: $0.00 | $173,373.39 |
DisclosureSEC source: 0000064040-23-000034 · wf-form4_167296775167921.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,067.91 Underlying: Common Stock · 517.27 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/03/2023. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 17:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 5,384 | $44.58 | $240,018.72 |
DisclosureSEC source: 0001127602-22-012645 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,220.277 Underlying: Common Stock, $1 2/3 Par Value · 5,384 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable based upon director's election. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007892 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,836.277 Underlying: Common Stock, $1 2/3 Par Value · 1,384 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 1,384 | $50.29 | $69,601.36 |
DisclosureSEC source: 0001127602-22-007892 · form4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,835 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 17:06 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 370.56 | $461.10 Strike: $0.00 | $170,865.22 |
DisclosureSEC source: 0000064040-22-000028 · wf-form4_164140238671612.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,550.64 Underlying: Common Stock · 370.56 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/03/2022. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 17:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,993 | $45.09 | $180,044.37 |
DisclosureSEC source: 0001127602-21-014651 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,933.001 Underlying: Common Stock, $1 2/3 Par Value · 3,993 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 1,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009029 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,940.001 Underlying: Common Stock, $1 2/3 Par Value · 1,362 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 1,362 | $37.09 | $50,516.58 |
DisclosureSEC source: 0001127602-21-009029 · form4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,451 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 23:42 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 505.49 | $333.25 Strike: $0.00 | $168,454.54 |
DisclosureSEC source: 0000064040-21-000041 · wf-form4_160997651960340.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,180.08 Underlying: Common Stock · 505.49 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/04/2021. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 17:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 6,235 | $28.87 | $180,004.45 |
DisclosureSEC source: 0001127602-20-014732 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,863.8655 Underlying: Common Stock, $1 2/3 Par Value · 6,235 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 00:21 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 597.64 | $277.84 Strike: $0.00 | $166,048.30 |
DisclosureSEC source: 0000064040-20-000042 · wf-form4_157835647999449.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,674.59 Underlying: Common Stock · 597.64 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2020. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 17:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,802 | $47.35 | $180,024.70 |
DisclosureSEC source: 0001127602-19-016176 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,268.0764 Underlying: Common Stock, $1 2/3 Par Value · 3,802 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:35 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 907.3 | $169.85 Strike: $0.00 | $154,104.91 |
DisclosureSEC source: 0000064040-19-000038 · wf-form4_154664494131691.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,076.95 Underlying: Common Stock · 907.3 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on January 2, 2019. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 15:55 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,359 | $52.51 | $176,381.09 |
DisclosureSEC source: 0001127602-18-015293 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,328.5533 Underlying: Common Stock, $1 2/3 Par Value · 3,359 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 15:55 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015293 · form4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:20 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 903.52 | $168.12 Strike: $0.00 | $151,899.78 |
DisclosureSEC source: 0000064040-18-000048 · wf-form4_151509723932145.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,169.65 Underlying: Common Stock · 903.52 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on January 2, 2018. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:27 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 963 | $61.09 | $58,829.67 |
DisclosureSEC source: 0001127602-18-001111 · form4.xml · derivative · entry 2 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 963 Underlying: Common Stock, $1 2/3 Par Value · 963 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:27 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001111 · form4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20 Read SEC document |
| September 13, 2017 Filed Sep 15, 2017 20:18 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 322.6171 | $48.65 | $15,695.32 |
DisclosureSEC source: 0001209191-17-052960 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,278.9192 F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral accounts pursuant to the MetLife Deferred Compensation Plan for Officers and the MetLife Leadership Deferred Compensation Plan. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred. F2 · balance_after: Includes 4,184.3515 Deferred Shares previously added to the reporting person's ownership through an adjustment to maintain the intrinsic value of Deferred Shares in light of the distribution by MetLife, Inc. to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of Deferred Shares. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 20:25 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 283.4883 | $53.31 | $15,112.76 |
DisclosureSEC source: 0001209191-17-040144 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,771.9506 F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral accounts pursuant to the MetLife Deferred Compensation Plan for Officers and the MetLife Leadership Deferred Compensation Plan. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:23 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 1,491.4365 | $51.66 | $77,047.61 |
DisclosureSEC source: 0001209191-17-037714 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,488.4624 F1 · kind: The disposition represents the amount of shares MetLife, Inc. withheld to satisfy the Reporting Person's tax withholding obligation when MetLife, Inc. issued shares of common stock for Deferred Shares. The Deferred Shares represented shares of MetLife, Inc. common stock that became payable but were deferred under the MetLife Leadership Deferred Compensation Plan. The Deferred Shares were included in the Reporting Person's reported amount of securities beneficially owned. Now that shares have been issued for the Deferred Shares, the same amount of shares, less the shares withheld, continue to be included in the Reporting Person's reported amount of securities beneficially owned. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 20:23 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 276.9934 | $54.16 | $15,001.96 |
DisclosureSEC source: 0001209191-17-020816 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,979.8989 F1 · kind: Represents imputed reinvestment of dividends on Deferred Shares in the Reporting Person's deferral accounts pursuant to the MetLife Deferred Compensation Plan for Officers and the MetLife Leadership Deferred Compensation Plan. Deferred Shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred. Read SEC document |
| March 13, 2017 Filed Jun 5, 2017 20:22 UTC Amendment | METLIFE INC MET · Entity 488 | GrantCommon Stock | 276.9934 | $54.16 | $15,001.96 |
DisclosureSEC source: 0001209191-17-037710 · doc4a.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,979.8989 F1 · balance_after: This amended Form 4 corrects a one-digit error in the amount of Securities Beneficially owned reported in box 5 of Table I of the original report on Form 4. The amount reported in box 5 of Table I of this Form 4/A is the correct amount following the reported transaction. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:21 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 3,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017515 · doc4.xml · derivative · entry 3 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,809 Underlying: Common Stock · 3,904 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:21 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 1,455 | $54.33 | $79,050.15 |
DisclosureSEC source: 0001209191-17-017515 · doc4.xml · nonDerivative · entry 2 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,702.9055 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:21 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 3,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-017515 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,157.9055 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:48 UTC | METLIFE INC MET · Entity 488 | GrantRestricted Stock Units · Derivative | 8,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016709 · doc4.xml · derivative · entry 4 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,582 Underlying: Common Stock · 8,582 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F5 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on the first business day in March 2018, 2019 and 2020. F5 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on the first business day in March 2018, 2019 and 2020. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:48 UTC | METLIFE INC MET · Entity 488 | GrantEmployee Stock Option (Right to Buy) · Derivative | 25,744 | $0.00 Strike: $52.44 | $0.00 |
DisclosureSEC source: 0001209191-17-016709 · doc4.xml · derivative · entry 3 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,744 Underlying: Common Stock · 25,744 shares Expires 2027-02-27 F3 · derivative.exercise_date: The options become exercisable in three equal installments on February 28, 2018, 2019, and 2020. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:48 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 2,481 | $52.44 | $130,103.64 |
DisclosureSEC source: 0001209191-17-016709 · doc4.xml · nonDerivative · entry 2 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,253.9055 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Performance Share payout. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:48 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 6,660 | $52.44 | $349,250.40 |
DisclosureSEC source: 0001209191-17-016709 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,734.9055 F1 · kind: Shares acquired from the payout of 2014-2016 Performance Shares following determination of the performance factor for such award. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:26 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016594 · doc4.xml · derivative · entry 6 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F4 · derivative.exercise_date: The Restricted Stock Units vested in three equal installments on February 25, 2015, 2016 and 2017. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. F4 · derivative.expiration_date: The Restricted Stock Units vested in three equal installments on February 25, 2015, 2016 and 2017. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:26 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 2,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016594 · doc4.xml · derivative · entry 5 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,595 Underlying: Common Stock · 2,595 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:26 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 932 | $52.49 | $48,920.68 |
DisclosureSEC source: 0001209191-17-016594 · doc4.xml · nonDerivative · entry 4 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,074.9055 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:26 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-016594 · doc4.xml · nonDerivative · entry 3 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,006.9055 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:26 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 960 | $52.49 | $50,390.40 |
DisclosureSEC source: 0001209191-17-016594 · doc4.xml · nonDerivative · entry 2 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,506.9055 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:26 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 2,595 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-016594 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · EVP, Global Employee Benefits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,466.9055 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 21:24 UTC | S&P Global Inc. SPGI · Entity 2879 | PurchaseCommon Stock | 400 | $115.90 | $46,360.00 |
DisclosureSEC source: 0001225208-17-001620 · doc4.xml · nonDerivative · entry 1 Morris Maria R · CIK 0001423154 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · shares: Purchase of 400 shares of SPGI stock pursuant to Article II of the Company's By-laws. 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.