Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTRG · Entity 3473 | Director | June 20, 2023 | June 22, 2023 |
| ITC Holdings Corp.ITC · Entity 181602 | Director | October 14, 2016 | October 18, 2016 |
| Magnera CorpGLT · Entity 5570 | Director | September 25, 2023 | September 27, 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.
Essential Utilities, Inc.
Report date June 20, 2023 · Filed June 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,003 |
Reported balance
After 2023-06-20 transaction · row 1
1 source rowRow 1 · 2023-06-20 · Grant · Acquired 2,173 · Balance 23,003 |
ITC Holdings Corp.
Report date October 14, 2016 · Filed October 18, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Without Par ValueSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-10-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-10-14 · Disposition to issuer · Disposed 30,831 · Balance 5,806 F1: Pursuant to the Agreement and Plan of Merger among FortisUS Inc., Element Acquisition Sub Inc., Fortis Inc., and ITC Holdings Corp., dated as of February 9, 2016 (the "Merger Agreement"), at the effective time of the merger) the "Effective Time), each outstanding share converted into the right to receive US$22.57 plus .7520 of a share of Fortis Inc. stock, which fractional share had a market value of US$29.84 at the Effective Time. Row 2 · 2016-10-14 · Disposition to issuer · Disposed 5,806 · Balance 0 F2: Reporting Person held unvested restricted shares granted in 2014, 2015 and 2016 with time-based performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger among FortisUS Inc., Element Acquisition Sub Inc., Fortis Inc., and ITC Holdings Corp., dated as of February 9, 2016 (the "Merger Agreement"), at the effective time of the merger) the "Effective Time), each outstanding share converted into the right to receive US$22.57 plus .7520 of a share of Fortis Inc. stock, which fractional share had a market value of US$29.84 at the Effective Time.
F2: Reporting Person held unvested restricted shares granted in 2014, 2015 and 2016 with time-based performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash.
Magnera Corp
Report date September 25, 2023 · Filed September 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $.01SEC Table I · non-derivative | Direct | 123,719 |
Reported balance
After 2023-09-25 transaction · row 1
1 source rowRow 1 · 2023-09-25 · Exercise / conversion · Acquired 23,000 · Balance 123,719 F1: Mr. Stewart resigned from Glatfelter's Board of Directors on September 25, 2023, and therefore, 100% of his unvested RSUs immediately vested and the restrictions with respect to such RSUs lapsed. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-05-08 | Direct | 0 |
Reported balance
After 2023-09-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-25 · Exercise / conversion · Disposed 23,000 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Stewart resigned from Glatfelter's Board of Directors on September 25, 2023, and therefore, 100% of his unvested RSUs immediately vested and the restrictions with respect to such RSUs lapsed.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AEP INDUSTRIES INC
Report date January 20, 2017 · Filed January 24, 2017
Section 16 reporting ended · disclosed 2017-01-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2017-01-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-01-20 · Disposition to issuer · Disposed 3,000 · Balance 4,123 F1: Pursuant to the Agreement and Plan of Merger, dated as of August 24, 2016, as amended, by and among AEP Industries Inc. ("AEP"), Berry Plastics Group, Inc. ("Berry") and certain subsidiaries of Berry (the "Merger Agreement"), at the effective time of the mergers, each share of AEP common stock issued and outstanding immediately prior to the effective time of the mergers was converted into the right to receive, at the stockholder's election and subject to proration as set forth in the Merger Agreement, $110.00 in cash or 2.5011 shares of Berry common stock. Row 2 · 2017-01-20 · Disposition to issuer · Disposed 4,123 · Balance 0 F2: Pursuant to the Merger Agreement, each restricted stock award that was outstanding immediately prior to the effective time of the mergers fully vested and was cancelled and converted into the right to receive, at the stockholder's election and subject to proration as set forth in the Merger Agreement, $110.00 in cash or 2.5011 shares of Berry common stock. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.60 | Direct | 0 |
Reported balance
After 2017-01-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-01-20 · Disposition to issuer · Disposed 2,000 · Balance 0 F3: Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding option, whether vested or unvested, was cancelled in exchange for the right to receive the following: (i) a cash payment equal to the excess of (A) the product of (x) fifty percent (50%) of the cash consideration and (y) the total number of shares of AEP common stock underlying such option over (B) the aggregate exercise price of such option; and (ii) a number of shares of Berry common stock equal to the product of (A) fifty percent (50%) of the stock consideration and (B) the total number of shares of AEP common stock underlying such option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.36 | Direct | 0 |
Reported balance
After 2017-01-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-01-20 · Disposition to issuer · Disposed 2,000 · Balance 0 F3: Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding option, whether vested or unvested, was cancelled in exchange for the right to receive the following: (i) a cash payment equal to the excess of (A) the product of (x) fifty percent (50%) of the cash consideration and (y) the total number of shares of AEP common stock underlying such option over (B) the aggregate exercise price of such option; and (ii) a number of shares of Berry common stock equal to the product of (A) fifty percent (50%) of the stock consideration and (B) the total number of shares of AEP common stock underlying such option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.07 | Direct | 0 |
Reported balance
After 2017-01-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-01-20 · Disposition to issuer · Disposed 2,000 · Balance 0 F3: Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding option, whether vested or unvested, was cancelled in exchange for the right to receive the following: (i) a cash payment equal to the excess of (A) the product of (x) fifty percent (50%) of the cash consideration and (y) the total number of shares of AEP common stock underlying such option over (B) the aggregate exercise price of such option; and (ii) a number of shares of Berry common stock equal to the product of (A) fifty percent (50%) of the stock consideration and (B) the total number of shares of AEP common stock underlying such option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.00 | Direct | 0 |
Reported balance
After 2017-01-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-01-20 · Disposition to issuer · Disposed 2,000 · Balance 0 F3: Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding option, whether vested or unvested, was cancelled in exchange for the right to receive the following: (i) a cash payment equal to the excess of (A) the product of (x) fifty percent (50%) of the cash consideration and (y) the total number of shares of AEP common stock underlying such option over (B) the aggregate exercise price of such option; and (ii) a number of shares of Berry common stock equal to the product of (A) fifty percent (50%) of the stock consideration and (B) the total number of shares of AEP common stock underlying such option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.36 | Direct | 0 |
Reported balance
After 2017-01-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-01-20 · Disposition to issuer · Disposed 2,000 · Balance 0 F3: Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding option, whether vested or unvested, was cancelled in exchange for the right to receive the following: (i) a cash payment equal to the excess of (A) the product of (x) fifty percent (50%) of the cash consideration and (y) the total number of shares of AEP common stock underlying such option over (B) the aggregate exercise price of such option; and (ii) a number of shares of Berry common stock equal to the product of (A) fifty percent (50%) of the stock consideration and (B) the total number of shares of AEP common stock underlying such option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.67 | Direct | 0 |
Reported balance
After 2017-01-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-01-20 · Disposition to issuer · Disposed 2,000 · Balance 0 F3: Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding option, whether vested or unvested, was cancelled in exchange for the right to receive the following: (i) a cash payment equal to the excess of (A) the product of (x) fifty percent (50%) of the cash consideration and (y) the total number of shares of AEP common stock underlying such option over (B) the aggregate exercise price of such option; and (ii) a number of shares of Berry common stock equal to the product of (A) fifty percent (50%) of the stock consideration and (B) the total number of shares of AEP common stock underlying such option. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of August 24, 2016, as amended, by and among AEP Industries Inc. ("AEP"), Berry Plastics Group, Inc. ("Berry") and certain subsidiaries of Berry (the "Merger Agreement"), at the effective time of the mergers, each share of AEP common stock issued and outstanding immediately prior to the effective time of the mergers was converted into the right to receive, at the stockholder's election and subject to proration as set forth in the Merger Agreement, $110.00 in cash or 2.5011 shares of Berry common stock.
F2: Pursuant to the Merger Agreement, each restricted stock award that was outstanding immediately prior to the effective time of the mergers fully vested and was cancelled and converted into the right to receive, at the stockholder's election and subject to proration as set forth in the Merger Agreement, $110.00 in cash or 2.5011 shares of Berry common stock.
F3: Pursuant to the Merger Agreement, at the effective time of the mergers, each outstanding option, whether vested or unvested, was cancelled in exchange for the right to receive the following: (i) a cash payment equal to the excess of (A) the product of (x) fifty percent (50%) of the cash consideration and (y) the total number of shares of AEP common stock underlying such option over (B) the aggregate exercise price of such option; and (ii) a number of shares of Berry common stock equal to the product of (A) fifty percent (50%) of the stock consideration and (B) the total number of shares of AEP common stock underlying such option.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 25, 2023 Filed Sep 27, 2023 20:43 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionRestricted Stock Units · Derivative | 23,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024800 · form4.xml · derivative · entry 2 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, Par Value $.01 · 23,000 shares Expires 2024-05-08 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 |
| September 25, 2023 Filed Sep 27, 2023 20:43 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionCommon Stock, Par Value $.01 | 23,000 | $2.01 | $46,230.00 |
DisclosureSEC source: 0001127602-23-024800 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,719 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Mr. Stewart resigned from Glatfelter's Board of Directors on September 25, 2023, and therefore, 100% of his unvested RSUs immediately vested and the restrictions with respect to such RSUs lapsed. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 21:14 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,173 | $41.43 | $90,016.53 |
DisclosureSEC source: 0001127602-23-019251 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,003 Read SEC document |
| May 12, 2023 Filed May 16, 2023 19:24 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionRestricted Stock Units · Derivative | 14,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015708 · form4.xml · derivative · entry 3 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, Par Value $.01 · 14,896 shares Expires 2023-05-12 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: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. Read SEC document |
| May 12, 2023 Filed May 16, 2023 19:24 UTC | Magnera Corp GLT · Entity 5570 | GrantRestricted Stock Units · Derivative | 321 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015708 · form4.xml · derivative · entry 2 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,896 Underlying: Common Stock, Par Value $.01 · 321 shares Expires 2023-05-12 F1 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F2 · shares: These are dividend equivalents in the form of additional Restricted Stock Units ("RSUs") that have accrued on the 05/12/2022 Director RSU Grant reported previously. The dividend equivalents are added to the initial grant at the time of payout. F3 · price: Not applicable to this transaction. Read SEC document |
| May 12, 2023 Filed May 16, 2023 19:24 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionCommon Stock, Par Value $.01 | 14,896 | $3.64 | $54,221.44 |
DisclosureSEC source: 0001127602-23-015708 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,719 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 08, 2023 Filed May 9, 2023 14:52 UTC | Magnera Corp GLT · Entity 5570 | GrantRestricted Stock Units · Derivative | 23,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014967 · form4.xml · derivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,000 Underlying: Common Stock, Par Value $.01 · 23,000 shares Expires 2024-05-08 F1 · derivative.exercise_price: Not applicable to this transaction. F2 · derivative.exercise_date: This grant vests in full and all restrictions lapse one year from the Grant Date. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 21:02 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 702 | $42.77 | $30,021.03 |
DisclosureSEC source: 0001127602-23-011045 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,830 Read SEC document |
| December 20, 2022 Filed Dec 21, 2022 22:50 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 591 | $46.56 | $27,516.96 |
DisclosureSEC source: 0001127602-22-028100 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,128 Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 20:56 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 600 | $45.85 | $27,507.00 |
DisclosureSEC source: 0001127602-22-022824 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,537 Read SEC document |
| June 21, 2022 Filed Jun 23, 2022 20:57 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 656 | $41.92 | $27,499.52 |
DisclosureSEC source: 0001127602-22-018068 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,937 Read SEC document |
| May 12, 2022 Filed May 13, 2022 14:45 UTC | Magnera Corp GLT · Entity 5570 | GrantRestricted Stock Units · Derivative | 14,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014311 · form4.xml · derivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,575 Underlying: Common Stock, Par Value $.01 · 14,575 shares Expires 2023-05-12 F1 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F2 · derivative.exercise_date: This grant vests in full and all restrictions lapse one year from the Grant Date. Read SEC document |
| May 06, 2022 Filed May 9, 2022 20:28 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionRestricted Stock Units · Derivative | 7,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013840 · form4.xml · derivative · entry 3 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, Par Value $.01 · 7,603 shares Expires 2022-05-06 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: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. Read SEC document |
| May 06, 2022 Filed May 9, 2022 20:28 UTC | Magnera Corp GLT · Entity 5570 | GrantRestricted Stock Units · Derivative | 283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-013840 · form4.xml · derivative · entry 2 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,603 Underlying: Common Stock, Par Value $.01 · 283 shares Expires 2022-05-06 F1 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F2 · shares: These are dividend equivalents in the form of additional Restricted Stock Units ("RSUs") that have accrued on the 5/6/2021 Director RSU Grant reported previously. The dividend equivalents are added to the initial grant at the time of payout. F3 · price: Not applicable to this transaction Read SEC document |
| May 06, 2022 Filed May 9, 2022 20:28 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionCommon Stock, Par Value $.01 | 7,603 | $8.86 | $67,362.58 |
DisclosureSEC source: 0001127602-22-013840 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,823 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 |
| March 31, 2022 Filed Apr 4, 2022 20:55 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 532 | $51.66 | $27,483.12 |
DisclosureSEC source: 0001127602-22-011234 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,281 Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 22:26 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 466 | $53.65 | $25,000.90 |
DisclosureSEC source: 0001127602-22-000592 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,749 Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 21:04 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 537 | $46.60 | $25,021.52 |
DisclosureSEC source: 0001127602-21-026481 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,283 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:55 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 543 | $46.04 | $24,997.01 |
DisclosureSEC source: 0001127602-21-021049 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,746 Read SEC document |
| May 07, 2021 Filed May 10, 2021 18:43 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionRestricted Stock Units · Derivative | 8,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016019 · form4.xml · derivative · entry 4 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, Par Value $.01 · 8,415 shares Expires 2021-05-07 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: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. Read SEC document |
| May 07, 2021 Filed May 10, 2021 18:43 UTC | Magnera Corp GLT · Entity 5570 | GrantRestricted Stock Units · Derivative | 287 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-016019 · form4.xml · derivative · entry 3 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,415 Underlying: Common Stock, Par Value $.01 · 287 shares Expires 2021-05-07 F1 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F3 · shares: These are dividend equivalents in the form of additional Restricted Stock Units ("RSUs") that have accrued on the 5/7/2020 Director RSU Grant reported previously. The dividend equivalents are added to the initial grant at the time of payout. F4 · price: Not applicable to this transaction Read SEC document |
| May 07, 2021 Filed May 10, 2021 18:43 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionCommon Stock, Par Value $.01 | 8,415 | $15.29 | $128,665.35 |
DisclosureSEC source: 0001127602-21-016019 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,220 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 06, 2021 Filed May 10, 2021 18:43 UTC | Magnera Corp GLT · Entity 5570 | GrantRestricted Stock Units · Derivative | 7,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016019 · form4.xml · derivative · entry 2 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,320 Underlying: Common Stock, Par Value $.01 · 7,320 shares Expires 2022-05-06 F1 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F2 · derivative.exercise_date: This grant vests in full and all restrictions lapse one year from the Grant Date. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:50 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 561 | $44.54 | $24,986.94 |
DisclosureSEC source: 0001127602-21-012626 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,203 Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:38 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 533 | $46.87 | $24,979.05 |
DisclosureSEC source: 0001127602-21-000602 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,642 Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 12:30 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 624 | $40.05 | $24,991.20 |
DisclosureSEC source: 0001127602-20-026079 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,109 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 20:48 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 607 | $42.01 | $25,500.07 |
DisclosureSEC source: 0001127602-20-020956 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,485 Read SEC document |
| May 09, 2020 Filed May 11, 2020 19:00 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionRestricted Stock Units · Derivative | 7,592 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-016059 · form4.xml · derivative · entry 3 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, Par Value $.01 · 7,592 shares Expires 2020-05-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F1 · price: Because the vesting occurred on a Saturday, the closing price on Friday, May 8, 2020 was applied. Read SEC document |
| May 09, 2020 Filed May 11, 2020 19:00 UTC | Magnera Corp GLT · Entity 5570 | GrantRestricted Stock Units · Derivative | 239 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-016059 · form4.xml · derivative · entry 2 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,592 Underlying: Common Stock, Par Value $.01 · 239 shares Expires 2020-05-09 F2 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F3 · shares: These are dividend equivalents in the form of additional Restricted Stock Units ("RSUs") that have accrued on the May 9, 2019 RSU Grant reported previously. The dividend equivalents are added to the initial grant at the time of payout. F4 · price: Not applicable to this transaction Read SEC document |
| May 09, 2020 Filed May 11, 2020 19:00 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionCommon Stock, Par Value $.01 | 7,592 | $14.90 | $113,120.80 |
DisclosureSEC source: 0001127602-20-016059 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,805 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: Because the vesting occurred on a Saturday, the closing price on Friday, May 8, 2020 was applied. Read SEC document |
| May 07, 2020 Filed May 11, 2020 19:00 UTC | Magnera Corp GLT · Entity 5570 | GrantRestricted Stock Units · Derivative | 8,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016059 · form4.xml · derivative · entry 4 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,128 Underlying: Common Stock, Par Value $.01 · 8,128 shares Expires 2021-05-07 F2 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 20:48 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 601 | $41.58 | $24,986.58 |
DisclosureSEC source: 0001127602-20-012747 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,878 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:30 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 478 | $47.12 | $22,520.97 |
DisclosureSEC source: 0001127602-20-000702 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,277 Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 22:17 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 502 | $44.86 | $22,517.21 |
DisclosureSEC source: 0001127602-19-029808 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,799 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:43 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 550 | $40.89 | $22,489.50 |
DisclosureSEC source: 0001127602-19-023584 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,297 Read SEC document |
| May 09, 2019 Filed May 10, 2019 14:28 UTC | Magnera Corp GLT · Entity 5570 | GrantRestricted Stock Units · Derivative | 7,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018052 · form4.xml · derivative · entry 3 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,353 Underlying: Common Stock, Par Value $.01 · 7,353 shares Expires 2020-05-09 F1 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. Read SEC document |
| May 08, 2019 Filed May 10, 2019 14:28 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionRestricted Stock Units · Derivative | 4,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018052 · form4.xml · derivative · entry 2 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, Par Value $.01 · 4,573 shares Expires 2019-05-05 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: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F2 · derivative.exercise_date: This RSU grant vests one-third on 5/5/2017, one-third on 5/5/2018 and the final one-third vests, and all restrictions lapse, on 5/5/2019, or the day prior to the 2019 annual meeting of shareholders. Read SEC document |
| May 08, 2019 Filed May 10, 2019 14:28 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionCommon Stock, Par Value $.01 | 4,573 | $15.81 | $72,299.13 |
DisclosureSEC source: 0001127602-19-018052 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,213 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 03, 2019 Filed May 7, 2019 12:42 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionRestricted Stock Units · Derivative | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017490 · form4.xml · derivative · entry 5 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, Par Value $.01 · 234 shares Expires 2019-05-03 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 · security: These are dividend equivalents in the form of additional Restricted Stock Units ("RSUs") that have accrued on the 5/3/2018 Director RSU Grant reported previously. The dividend equivalents are added to the initial grant at the time of payout. F2 · derivative.exercise_price: Not applicable to this transaction Read SEC document |
| May 03, 2019 Filed May 7, 2019 12:42 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionRestricted Stock Units · Derivative | 7,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017490 · form4.xml · derivative · entry 4 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, Par Value $.01 · 7,042 shares Expires 2019-05-03 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. F3 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. Read SEC document |
| May 03, 2019 Filed May 7, 2019 12:42 UTC | Magnera Corp GLT · Entity 5570 | GrantRestricted Stock Units · Derivative | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017490 · form4.xml · derivative · entry 3 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234 Underlying: Common Stock, Par Value $.01 · 234 shares Expires 2019-05-03 F1 · security: These are dividend equivalents in the form of additional Restricted Stock Units ("RSUs") that have accrued on the 5/3/2018 Director RSU Grant reported previously. The dividend equivalents are added to the initial grant at the time of payout. F2 · derivative.exercise_price: Not applicable to this transaction Read SEC document |
| May 03, 2019 Filed May 7, 2019 12:42 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionCommon Stock, Par Value $.01 | 234 | $15.77 | $3,690.18 |
DisclosureSEC source: 0001127602-19-017490 · form4.xml · nonDerivative · entry 2 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,640 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 03, 2019 Filed May 7, 2019 12:42 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionCommon Stock, Par Value $.01 | 7,042 | $15.77 | $111,052.34 |
DisclosureSEC source: 0001127602-19-017490 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,406 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 |
| March 29, 2019 Filed Apr 1, 2019 21:32 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 613 | $36.73 | $22,515.49 |
DisclosureSEC source: 0001127602-19-013893 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,747 Read SEC document |
| December 31, 2018 Filed Jan 4, 2019 22:04 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 590 | $33.92 | $20,012.80 |
DisclosureSEC source: 0001127602-19-001362 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,134 Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 22:52 UTC | Essential Utilities, Inc. WTR · Entity 3473 | PurchaseCommon Stock | 10,000 | $32.95 | $329,500.00 |
DisclosureSEC source: 0001127602-18-033480 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,544 Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 22:34 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 544 | $36.75 | $19,992.00 |
DisclosureSEC source: 0001127602-18-029228 · form4.xml · nonDerivative · entry 1 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544 Read SEC document |
| May 04, 2018 Filed May 4, 2018 21:21 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionRestricted Stock Units · Derivative | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-016397 · form4.xml · derivative · entry 8 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, Par Value $.01 · 170 shares Expires 2018-05-04 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. F3 · security: These are dividend equivalents in the form of additional Restricted Stock Units ("RSUs") that have accrued on the 5/4/2017 Director RSU Grant reported previously. The dividend equivalents are added to the initial grant at the time of payout. F4 · derivative.exercise_price: Not applicable to this transaction Read SEC document |
| May 04, 2018 Filed May 4, 2018 21:21 UTC | Magnera Corp GLT · Entity 5570 | Exercise / conversionRestricted Stock Units · Derivative | 6,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-016397 · form4.xml · derivative · entry 7 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, Par Value $.01 · 6,253 shares Expires 2018-05-04 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 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. Read SEC document |
| May 04, 2018 Filed May 4, 2018 21:21 UTC | Magnera Corp GLT · Entity 5570 | GrantRestricted Stock Units · Derivative | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-016397 · form4.xml · derivative · entry 6 STEWART LEE C · CIK 0001192102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170 Underlying: Common Stock, Par Value $.01 · 170 shares Expires 2018-05-04 F3 · security: These are dividend equivalents in the form of additional Restricted Stock Units ("RSUs") that have accrued on the 5/4/2017 Director RSU Grant reported previously. The dividend equivalents are added to the initial grant at the time of payout. F4 · derivative.exercise_price: Not applicable to this transaction 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.