Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LEXMARK INTERNATIONAL INC /KY/LXK · Entity 180755 | Director | November 29, 2016 | November 30, 2016 |
| Trane Technologies plcTT · Entity 2921 | Director | June 01, 2023 | June 05, 2023 |
| UNISYS CORPUIS · Entity 6360 | Director | February 25, 2022 | February 28, 2022 |
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.
LEXMARK INTERNATIONAL INC /KY/
Report date November 29, 2016 · Filed November 30, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-11-29 transaction · row 1
1 source rowRow 1 · 2016-11-29 · Disposition to issuer · Disposed 37,062 · Balance 0 F1: Represents shares of Class A Common Stock and restricted stock units, including associated dividend equivalent units, disposed of pursuant to the agreement and plan of merger (the "Merger Agreement") by and among the issuer, Ninestar Holdings Company Limited, Ninestar Group Company Limited, Ninestar Lexmark Company Limited and Apex Technology Co., Ltd. in exchange for $40.50 cash per share, without interest. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-11-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-11-29 · Disposition to issuer · Disposed 9,493 · Balance 0 F2: Represents deferred stock units, including associated dividend equivalent units, disposed of pursuant to the Merger Agreement in exchange for $40.50 cash per share, without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock and restricted stock units, including associated dividend equivalent units, disposed of pursuant to the agreement and plan of merger (the "Merger Agreement") by and among the issuer, Ninestar Holdings Company Limited, Ninestar Group Company Limited, Ninestar Lexmark Company Limited and Apex Technology Co., Ltd. in exchange for $40.50 cash per share, without interest.
F2: Represents deferred stock units, including associated dividend equivalent units, disposed of pursuant to the Merger Agreement in exchange for $40.50 cash per share, without interest.
Trane Technologies plc
Report date June 01, 2023 · Filed June 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 26,615.067 |
Reported balance
After 2023-06-01 transaction · row 1
1 source rowRow 1 · 2023-06-01 · Tax withholding · Disposed 374 · Balance 26,615.067 |
UNISYS CORP
Report date February 25, 2022 · Filed February 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,222 |
Reported balance
After 2022-02-25 transaction · row 1
1 source rowRow 1 · 2022-02-25 · Grant · Acquired 9,187 · Balance 89,222 F1: Restricted stock units granted under the Unisys Corporation 2019 Long-Term Incentive and Equity Compensation Plan. The restricted stock units vested 100% on the date of grant, February 25, 2022, into shares of Unisys Corporation common stock. The restricted stock units have been deferred under the terms of the 2005 Deferred Compensation Plan for Directors of Unisys Corporation and will be distributed lump sum in shares of Unisys Corporation common stock upon the termination of service of the director. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Unisys Corporation 2019 Long-Term Incentive and Equity Compensation Plan. The restricted stock units vested 100% on the date of grant, February 25, 2022, into shares of Unisys Corporation common stock. The restricted stock units have been deferred under the terms of the 2005 Deferred Compensation Plan for Directors of Unisys Corporation and will be distributed lump sum in shares of Unisys Corporation common stock upon the termination of service of the director.
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, 2023 Filed Jun 5, 2023 20:11 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 374 | $165.91 | $62,050.34 |
DisclosureSEC source: 0001466258-23-000151 · wk-form4_1685995897.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,615.067 Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 20:08 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 256 | $138.44 | $35,440.64 |
DisclosureSEC source: 0001466258-22-000139 · wf-form4_165463247734694.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,932.21 Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 20:05 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-22-000122 · wf-form4_165428667447455.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,188.21 F1 · shares: Represents restricted stock units that fully vest on June 2, 2023. Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 23:19 UTC | UNISYS CORP UIS · Entity 6360 | GrantCommon Stock | 9,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001857647-22-000005 · primary_doc.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,222 F1 · kind: Restricted stock units granted under the Unisys Corporation 2019 Long-Term Incentive and Equity Compensation Plan. The restricted stock units vested 100% on the date of grant, February 25, 2022, into shares of Unisys Corporation common stock. The restricted stock units have been deferred under the terms of the 2005 Deferred Compensation Plan for Directors of Unisys Corporation and will be distributed lump sum in shares of Unisys Corporation common stock upon the termination of service of the director. Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 20:05 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 654 | $181.64 | $118,792.56 |
DisclosureSEC source: 0001466258-21-000127 · wf-form4_162309629410023.xml · nonDerivative · entry 2 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,976.51 Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 20:05 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-21-000127 · wf-form4_162309629410023.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,630.51 F1 · shares: Represents restricted stock units that fully vest on June 3, 2022. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 17:08 UTC | UNISYS CORP UIS · Entity 6360 | GrantCommon Stock | 6,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000746838-21-000016 · primary_doc.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,035 F1 · kind: Restricted stock units granted under the Unisys Corporation 2019 Long-Term Incentive and Equity Compensation Plan. The restricted stock units vested 100% on the date of grant, February 26, 2021, into shares of Unisys Corporation common stock. The restricted stock units have been deferred under the terms of the 2005 Deferred Compensation Plan for Directors of Unisys Corporation and will be distributed lump sum in shares of Unisys Corporation common stock upon the termination of service of the director. Read SEC document |
| June 06, 2020 Filed Jun 9, 2020 20:21 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 802 | $102.01 | $81,812.02 |
DisclosureSEC source: 0001466258-20-000160 · wf-form4_159173407992064.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,688.61 Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 20:29 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-20-000128 · wf-form4_159164816043735.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,490.61 F1 · shares: Represents restricted stock units that fully vest on June 4, 2021. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 12:16 UTC | UNISYS CORP UIS · Entity 6360 | GrantCommon Stock | 8,404 | $0.00 | $0.00 |
DisclosureSEC source: 0000746838-20-000060 · primary_doc.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,925 F1 · kind: Restricted stock units granted under the Unisys Corporation 2019 Long-Term Incentive and Equity Compensation Plan. The restricted stock units vested 100% on the date of grant, February 28, 2020, into shares of Unisys Corporation common stock. The restricted stock units have been deferred under the terms of the 2005 Deferred Compensation Plan for Directors of Unisys Corporation and will be distributed lump sum in shares of Unisys common stock upon the termination of service of the director. Read SEC document |
| August 07, 2019 Filed Aug 9, 2019 11:48 UTC | Trane Technologies plc IR · Entity 2921 | SaleOrdinary Shares | 938 | $119.07 | $111,690.66 |
DisclosureSEC source: 0001466258-19-000258 · wf-form4_156535130627625.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,697.29 F1 · price: This transaction was executed in multiple trades ranging from $119.07 to $119.10 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 20:06 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 866 | $125.22 | $108,440.52 |
DisclosureSEC source: 0001466258-19-000209 · wf-form4_156028357359333.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,625.36 Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 20:40 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 1,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-19-000187 · wf-form4_156019918795138.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,491.36 F1 · shares: Represents restricted stock units that fully vest on June 6, 2020. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 16:03 UTC | UNISYS CORP UIS · Entity 6360 | GrantCommon Stock | 10,870 | $0.00 | $0.00 |
DisclosureSEC source: 0000746838-19-000025 · primary_doc.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,521 F1 · kind: Restricted stock units granted under the Unisys Corporation 2016 Long-Term Incentive and Equity Compensation Plan. The restricted stock units vested 100% on the date of grant, February 15, 2019, into shares of Unisys Corporation common stock. The restricted stock units have been deferred under the terms of the 2005 Deferred Compensation Plan for Directors of Unisys Corporation and will be distributed lump sum in shares of Unisys common stock upon the termination of service of the director. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 20:04 UTC | Trane Technologies plc IR · Entity 2921 | SaleOrdinary Shares | 2,663 | $97.30 | $259,108.83 |
DisclosureSEC source: 0001466258-18-000209 · wf-form4_153298106387329.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,152.91 F1 · price: This transaction was executed in multiple trades ranging from $97.28 to $97.32 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 20:04 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 778 | $90.51 | $70,412.89 |
DisclosureSEC source: 0001466258-18-000174 · wf-form4_152883387799242.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,804.06 Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 20:04 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 1,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-18-000150 · wf-form4_152874742286783.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,582.06 F1 · shares: Represents restricted stock units that fully vest on June 7, 2019. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 15:58 UTC | UNISYS CORP UIS · Entity 6360 | GrantCommon Stock | 14,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005715 · form4.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,651 F1 · kind: Restricted stock units granted under the Unisys Corporation 2016 Long-Term Incentive and Equity Compensation Plan. The restricted stock units vested 100% on the date of grant, February 12, 2018, into shares of Unisys Corporation common stock. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:09 UTC | Trane Technologies plc IR · Entity 2921 | SaleOrdinary Shares | 2,350 | $92.40 | $217,148.70 |
DisclosureSEC source: 0001466258-18-000054 · wf-form4_151821055891419.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,765.64 F1 · price: This transaction was executed in multiple trades ranging from $92.31 to $92.49 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 20:03 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 1,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-17-000190 · wf-form4_149703856522617.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,082.46 F1 · shares: Represents restricted stock units that fully vest on June 8, 2018. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 20:09 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 1,032 | $89.64 | $92,503.32 |
DisclosureSEC source: 0001466258-17-000168 · wf-form4_149677974894249.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,462.46 Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 19:14 UTC | UNISYS CORP UIS · Entity 6360 | GrantCommon Stock | 10,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005308 · form4.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,016 F1 · kind: Restricted stock units granted under the Unisys Corporation 2016 Long-Term Incentive and Equity Compensation Plan. The restricted stock units vested 100% on February 9, 2017, the date of grant. The restricted stock units have been deferred under the terms of the 2005 Deferred Compensation Plan for Directors of Unisys Corporation and will be distributed lump sum in shares of Unisys common stock upon the earlier of a change in control of Unisys Corporation or termination of service of the director. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 09:57 UTC | LEXMARK INTERNATIONAL INC /KY/ LXK · Entity 180755 | Disposition to issuerDeferred Stock Units · Derivative | 9,493 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-16-042373 · doc4.xml · derivative · entry 2 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,493 shares Expires not disclosed F2 · derivative.exercise_price: Represents deferred stock units, including associated dividend equivalent units, disposed of pursuant to the Merger Agreement in exchange for $40.50 cash per share, without interest. F2 · price: Represents deferred stock units, including associated dividend equivalent units, disposed of pursuant to the Merger Agreement in exchange for $40.50 cash per share, without interest. F2 · derivative.exercise_date: Represents deferred stock units, including associated dividend equivalent units, disposed of pursuant to the Merger Agreement in exchange for $40.50 cash per share, without interest. F2 · derivative.expiration_date: Represents deferred stock units, including associated dividend equivalent units, disposed of pursuant to the Merger Agreement in exchange for $40.50 cash per share, without interest. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 09:57 UTC | LEXMARK INTERNATIONAL INC /KY/ LXK · Entity 180755 | Disposition to issuerClass A Common Stock | 37,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042373 · doc4.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents shares of Class A Common Stock and restricted stock units, including associated dividend equivalent units, disposed of pursuant to the agreement and plan of merger (the "Merger Agreement") by and among the issuer, Ninestar Holdings Company Limited, Ninestar Group Company Limited, Ninestar Lexmark Company Limited and Apex Technology Co., Ltd. in exchange for $40.50 cash per share, without interest. Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 06:52 UTC | LEXMARK INTERNATIONAL INC /KY/ LXK · Entity 180755 | GrantDividend Equivalent Units · Derivative | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039523 · doc4.xml · derivative · entry 2 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 Underlying: Class A Common Stock · 96 shares Expires not disclosed F3 · security: DEUs accrued on deferred stock units (DSUs) granted by the Issuer under the Issuer's 2005 Non-Employee Director Stock Plan in connection with the Reporting Person's deferral of board fees. F4 · derivative.exercise_price: Each DEU represents a right to receive one share of the Issuer's Class A Common Stock. F5 · derivative.exercise_date: DEUs are settled in shares of the Issuer's Class A Common Stock upon the settlement of the underlying DSUs. F5 · derivative.expiration_date: DEUs are settled in shares of the Issuer's Class A Common Stock upon the settlement of the underlying DSUs. Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 06:52 UTC | LEXMARK INTERNATIONAL INC /KY/ LXK · Entity 180755 | GrantClass A Common Stock | 287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039523 · doc4.xml · nonDerivative · entry 1 COHON JARED L · CIK 0001184625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,062 F1 · shares: Represents dividend equivalent units (DEUs) accrued on restricted stock units (RSUs) granted to the Reporting Person under the Issuer's 2005 Non-Employee Director Stock Plan. DEUs are settled in shares of the Issuer's Class A Common Stock upon the settlement of the underlying RSUs. F2 · balance_after: 29,245 of these securities are RSUs, including associated DEUs, which have not yet settled. 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.