Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TransUnionTRU · Entity 2287 | Director | June 20, 2018 | June 22, 2018 |
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.
TransUnion
Report date June 20, 2018 · Filed June 22, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,058 |
Reported balance
After 2018-06-20 transaction · row 1
1 source rowRow 1 · 2018-06-20 · Grant · Acquired 2,058 · Balance 2,058 F1: Represents a grant of restricted stock in connection with Mr. Beauchamp's appointment to the Board of Directors, which will vest on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock in connection with Mr. Beauchamp's appointment to the Board of Directors, which will vest on the first anniversary of the date of grant.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Anaplan, Inc.
Report date June 22, 2022 · Filed June 27, 2022
Section 16 reporting ended · disclosed 2022-06-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-06-22 transaction · row 1
1 source rowRow 1 · 2022-06-22 · Disposition to issuer · Disposed 59,104 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 20, 2022, as amended by that certain Amendment to the Agreement and Plan of Merger, dated as of June 6, 2022 (the "Merger Agreement") by and among the Issuer, Anaplan Holdings, LLC (f/k/a Alpine Parent, LLC), a Delaware limited liability company, and Alpine Merger Sub, Inc., a Delaware corporation, whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $63.75 per share in cash and, when so converted, automatically cancelled. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.84 · Expires 2028-07-17 | Direct | 0 |
Reported balance
After 2022-06-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-22 · Disposition to issuer · Disposed 135,000 · Balance 0 F2: The Reporting Person was granted a Stock Option to purchase Company Common Stock. The Stock Option was subject to a service-based vesting conditions, some or all of which were accelerated immediately prior to the Effective Time. Pursuant to the Merger Agreement, each outstanding Stock Option was cancelled and converted into a right to receive a cash payment equal to equal to the product obtained by multiplying (i) the difference between the per share exercise price of the Stock Option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment by (ii) the total number of shares of Company Common Stock underlying such Stock Option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.63 · Expires 2029-06-05 | Direct | 0 |
Reported balance
After 2022-06-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-22 · Disposition to issuer · Disposed 2,770 · Balance 0 F3: The Stock Option, which provided for service-based vesting in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant and (ii) the one-year anniversary of the Date of Grant, was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 20, 2022, as amended by that certain Amendment to the Agreement and Plan of Merger, dated as of June 6, 2022 (the "Merger Agreement") by and among the Issuer, Anaplan Holdings, LLC (f/k/a Alpine Parent, LLC), a Delaware limited liability company, and Alpine Merger Sub, Inc., a Delaware corporation, whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $63.75 per share in cash and, when so converted, automatically cancelled.
F2: The Reporting Person was granted a Stock Option to purchase Company Common Stock. The Stock Option was subject to a service-based vesting conditions, some or all of which were accelerated immediately prior to the Effective Time. Pursuant to the Merger Agreement, each outstanding Stock Option was cancelled and converted into a right to receive a cash payment equal to equal to the product obtained by multiplying (i) the difference between the per share exercise price of the Stock Option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment by (ii) the total number of shares of Company Common Stock underlying such Stock Option.
F3: The Stock Option, which provided for service-based vesting in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant and (ii) the one-year anniversary of the Date of Grant, was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment.
Aspen Technology, Inc.
Report date September 01, 2023 · Filed September 06, 2023
Section 16 reporting ended · disclosed 2023-09-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,934 |
Reported balance
After 2023-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-09-01 · Grant · Acquired 1,207 · Balance 1,934 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2: The Restricted Stock Units were received as a grant for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant.
F2: The Restricted Stock Units were received as a grant for no consideration.
RAYTHEON CO/
Report date April 03, 2020 · Filed April 08, 2020
Section 16 reporting ended · disclosed 2020-04-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-04-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-04-03 · Disposition to issuer · Disposed 5,849 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of June 9, 2019, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 9, 2020, by and between United Technologies Corporation ("UTC") and Raytheon Company ("Raytheon") (the "Merger Agreement"), on April 3, 2020 (the "Closing Date"), Raytheon became a wholly owned subsidiary of UTC, with UTC becoming Raytheon Technologies Corporation. Pursuant to the Merger Agreement, on the Closing Date, each share of Raytheon Common Stock held by the reporting person was converted automatically into 2.3348 shares of UTC Common Stock. F2: Includes 878 restricted shares of Raytheon Common Stock that were converted into shares of UTC Common Stock pursuant to the terms of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of June 9, 2019, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 9, 2020, by and between United Technologies Corporation ("UTC") and Raytheon Company ("Raytheon") (the "Merger Agreement"), on April 3, 2020 (the "Closing Date"), Raytheon became a wholly owned subsidiary of UTC, with UTC becoming Raytheon Technologies Corporation. Pursuant to the Merger Agreement, on the Closing Date, each share of Raytheon Common Stock held by the reporting person was converted automatically into 2.3348 shares of UTC Common Stock.
F2: Includes 878 restricted shares of Raytheon Common Stock that were converted into shares of UTC Common Stock pursuant to the terms of the Merger Agreement.
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 01, 2023 Filed Sep 6, 2023 16:40 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023789 · form4.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,934 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 16:23 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019663 · form4.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. Subject to rounding to whole shares, one-third of the Restricted Stock Units will vest on the first anniversary of the grant date and the remainder will vest in eight equal consecutive quarterly installments beginning on the last business day of the quarter of the first anniversary of the grant date. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| June 22, 2022 Filed Jun 27, 2022 21:11 UTC | Anaplan, Inc. PLAN · Entity 125824 | Disposition to issuerStock Option (right to buy) · Derivative | 2,770 | $19.12 Strike: $44.63 | $52,962.40 |
DisclosureSEC source: 0000899243-22-024291 · doc4.xml · derivative · entry 3 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,770 shares Expires 2029-06-05 F3 · price: The Stock Option, which provided for service-based vesting in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant and (ii) the one-year anniversary of the Date of Grant, was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment. F3 · derivative.exercise_date: The Stock Option, which provided for service-based vesting in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant and (ii) the one-year anniversary of the Date of Grant, was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment. Read SEC document |
| June 22, 2022 Filed Jun 27, 2022 21:11 UTC | Anaplan, Inc. PLAN · Entity 125824 | Disposition to issuerStock Option (right to buy) · Derivative | 135,000 | $53.91 Strike: $9.84 | $7,277,850.00 |
DisclosureSEC source: 0000899243-22-024291 · doc4.xml · derivative · entry 2 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 135,000 shares Expires 2028-07-17 F2 · price: The Reporting Person was granted a Stock Option to purchase Company Common Stock. The Stock Option was subject to a service-based vesting conditions, some or all of which were accelerated immediately prior to the Effective Time. Pursuant to the Merger Agreement, each outstanding Stock Option was cancelled and converted into a right to receive a cash payment equal to equal to the product obtained by multiplying (i) the difference between the per share exercise price of the Stock Option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment by (ii) the total number of shares of Company Common Stock underlying such Stock Option. F2 · derivative.exercise_date: The Reporting Person was granted a Stock Option to purchase Company Common Stock. The Stock Option was subject to a service-based vesting conditions, some or all of which were accelerated immediately prior to the Effective Time. Pursuant to the Merger Agreement, each outstanding Stock Option was cancelled and converted into a right to receive a cash payment equal to equal to the product obtained by multiplying (i) the difference between the per share exercise price of the Stock Option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment by (ii) the total number of shares of Company Common Stock underlying such Stock Option. Read SEC document |
| June 22, 2022 Filed Jun 27, 2022 21:11 UTC | Anaplan, Inc. PLAN · Entity 125824 | Disposition to issuerCommon Stock | 59,104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-024291 · doc4.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 20, 2022, as amended by that certain Amendment to the Agreement and Plan of Merger, dated as of June 6, 2022 (the "Merger Agreement") by and among the Issuer, Anaplan Holdings, LLC (f/k/a Alpine Parent, LLC), a Delaware limited liability company, and Alpine Merger Sub, Inc., a Delaware corporation, whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $63.75 per share in cash and, when so converted, automatically cancelled. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 19:37 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 3,537 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-023176 · doc4.xml · derivative · entry 2 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,537 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The Reporting Person was granted RSUs which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F2 · derivative.exercise_date: The Reporting Person was granted RSUs which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F2 · derivative.expiration_date: The Reporting Person was granted RSUs which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 19:37 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 3,537 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-023176 · doc4.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,104 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: The Reporting Person received restricted stock units ("RSUs") that represent a contingent right to receive one share of Common Stock for each RSU upon the satisfaction of applicable vesting conditions. The shares were issued pursuant to vested RSUs. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 18:57 UTC | Anaplan, Inc. PLAN · Entity 125824 | GrantRestricted Stock Units · Derivative | 3,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041659 · doc4.xml · derivative · entry 2 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,537 Underlying: Common Stock · 3,537 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 18:05 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 4,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-038350 · doc4.xml · derivative · entry 2 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,965 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: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 18:05 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 4,965 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-038350 · doc4.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,567 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: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 19:37 UTC | Anaplan, Inc. PLAN · Entity 125824 | GrantRestricted Stock Units · Derivative | 4,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034860 · doc4.xml · derivative · entry 3 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,965 Underlying: Common Stock · 4,965 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 19:37 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 3,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034860 · doc4.xml · derivative · entry 2 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,602 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: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 19:37 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 3,602 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-034860 · doc4.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,602 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: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| April 03, 2020 Filed Apr 8, 2020 12:37 UTC | RAYTHEON CO/ RTN · Entity 149943 | Disposition to issuerCommon Stock | 5,849 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001047122-20-000098 · wf-form4_158636379079751.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: Pursuant to the terms of the Agreement and Plan of Merger, dated as of June 9, 2019, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 9, 2020, by and between United Technologies Corporation ("UTC") and Raytheon Company ("Raytheon") (the "Merger Agreement"), on April 3, 2020 (the "Closing Date"), Raytheon became a wholly owned subsidiary of UTC, with UTC becoming Raytheon Technologies Corporation. Pursuant to the Merger Agreement, on the Closing Date, each share of Raytheon Common Stock held by the reporting person was converted automatically into 2.3348 shares of UTC Common Stock. F2 · shares: Includes 878 restricted shares of Raytheon Common Stock that were converted into shares of UTC Common Stock pursuant to the terms of the Merger Agreement. F1 · price: Pursuant to the terms of the Agreement and Plan of Merger, dated as of June 9, 2019, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 9, 2020, by and between United Technologies Corporation ("UTC") and Raytheon Company ("Raytheon") (the "Merger Agreement"), on April 3, 2020 (the "Closing Date"), Raytheon became a wholly owned subsidiary of UTC, with UTC becoming Raytheon Technologies Corporation. Pursuant to the Merger Agreement, on the Closing Date, each share of Raytheon Common Stock held by the reporting person was converted automatically into 2.3348 shares of UTC Common Stock. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 17:33 UTC | Anaplan, Inc. PLAN · Entity 125824 | GrantStock Option (right to buy) · Derivative | 2,593 | $0.00 Strike: $44.63 | $0.00 |
DisclosureSEC source: 0000899243-19-016070 · doc4.xml · derivative · entry 3 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593 Underlying: Common Stock · 2,593 shares Expires 2029-06-05 F2 · derivative.exercise_date: The Option shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 17:33 UTC | Anaplan, Inc. PLAN · Entity 125824 | GrantRestricted Stock Units · Derivative | 3,602 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-016070 · doc4.xml · derivative · entry 2 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,602 Underlying: Common Stock · 3,602 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 05, 2019 Filed Jul 26, 2019 18:03 UTC Amendment | Anaplan, Inc. PLAN · Entity 125824 | GrantStock Option (right to buy) · Derivative | 2,770 | $0.00 Strike: $44.63 | $0.00 |
DisclosureSEC source: 0000899243-19-020467 · doc4a.xml · derivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,770 Underlying: Common Stock · 2,770 shares Expires 2029-06-05 F1 · derivative.exercise_date: On June 7, 2019, the Reporting Person filed a Form 4 which inadvertently excluded 177 shares subject to the reported stock option. This amendment reports the correct number of shares subject to the reported stock option. The stock option vests in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 20:25 UTC | Anaplan, Inc. PLAN · Entity 125824 | PurchaseCommon Stock | 37,000 | $41.75 | $1,544,594.60 |
DisclosureSEC source: 0000899243-19-015511 · doc4.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $41.67 to $41.75, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 17:58 UTC | RAYTHEON CO/ RTN · Entity 149943 | GrantCommon Stock | 878 | $0.00 | $0.00 |
DisclosureSEC source: 0001047122-19-000150 · wf-form4_155959907147042.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,849 F1 · shares: Shares of restricted stock that vest on the date of the Issuer's 2020 annual meeting of stockholders. Read SEC document |
| October 12, 2018 Filed Oct 16, 2018 16:22 UTC | Anaplan, Inc. PLAN · Entity 125824 | PurchaseCommon Stock | 10,000 | $24.21 | $242,128.00 |
DisclosureSEC source: 0000899243-18-026795 · doc4.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.13 to $24.24, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 20, 2018 Filed Jun 22, 2018 17:06 UTC | TransUnion TRU · Entity 2287 | GrantCommon Stock | 2,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-008242 · wf-form4_152970155564332.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,058 F1 · kind: Represents a grant of restricted stock in connection with Mr. Beauchamp's appointment to the Board of Directors, which will vest on the first anniversary of the date of grant. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 17:42 UTC | RAYTHEON CO/ RTN · Entity 149943 | GrantCommon Stock | 668 | $0.00 | $0.00 |
DisclosureSEC source: 0001047122-18-000167 · wf-form4_152814855184516.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,971 F1 · shares: Shares of restricted stock that vest on the date of the Issuer's 2019 annual meeting of stockholders. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 17:23 UTC | RAYTHEON CO/ RTN · Entity 149943 | PurchaseCommon Stock | 1,162 | $171.99 | $199,847.73 |
DisclosureSEC source: 0001047122-17-000150 · wf-form4_150170897569183.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,303 F1 · price: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $171.9850 to $171.9868 per share. Full information regarding the number of shares purchased at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request. Read SEC document |
| May 25, 2017 Filed May 30, 2017 17:40 UTC | RAYTHEON CO/ RTN · Entity 149943 | GrantCommon Stock | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0001047122-17-000106 · wf-form4_149618042774852.xml · nonDerivative · entry 1 BEAUCHAMP ROBERT E · CIK 0001026606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,141 F1 · shares: Shares of restricted stock that vest on the date of the Issuer's 2018 annual meeting of stockholders. 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.