Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Proterra IncPTRA · Entity 93081 | Chief Financial Officer | May 24, 2023 | May 26, 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.
Proterra Inc
Report date May 24, 2023 · Filed May 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 334,333 |
Reported balance
After 2023-05-24 transaction · row 1
1 source rowRow 1 · 2023-05-24 · Grant · Acquired 333,333 · Balance 334,333 F1: Represents the number of shares of common stock underlying restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock. The shares underlying the RSUs vest as to 25% of the total shares on May 25, 2024, and thereafter vest as to 25% of the total shares annually until fully vested, subject to the Reporting Person remaining in Service (as defined in the Issuer's 2021 Equity Incentive Plan) of the Issuer as of each such date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.22 · Expires 2033-05-24 | Direct | 459,770 |
Reported balance
After 2023-05-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-24 · Grant · Acquired 459,770 · Balance 459,770 F2: The stock option vests as to 25% of the total shares on May 25, 2024, and thereafter vests as to 25% of the total shares annually until fully vested, subject to the Reporting Person remaining in Service (as defined in the Issuer's 2021 Equity Incentive Plan) of the Issuer as of each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of common stock underlying restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock. The shares underlying the RSUs vest as to 25% of the total shares on May 25, 2024, and thereafter vest as to 25% of the total shares annually until fully vested, subject to the Reporting Person remaining in Service (as defined in the Issuer's 2021 Equity Incentive Plan) of the Issuer as of each such date.
F2: The stock option vests as to 25% of the total shares on May 25, 2024, and thereafter vests as to 25% of the total shares annually until fully vested, subject to the Reporting Person remaining in Service (as defined in the Issuer's 2021 Equity Incentive Plan) of the Issuer as of each such date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BWX Technologies, Inc.
Report date November 11, 2021 · Filed November 15, 2021
Section 16 reporting ended · disclosed 2021-11-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,967 |
Reported balance
After 2021-11-11 transaction · row 1
1 source rowRow 1 · 2021-11-11 · Sale · Disposed 1,000 · Balance 64,967 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2021. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 2,930 |
Reported balance
Holding disclosure · report date 2021-11-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,930 F2: Based on number of units held in the BWXT Thrift Plan and the fair market value of BWXT common stock as of September 30, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2021.
F2: Based on number of units held in the BWXT Thrift Plan and the fair market value of BWXT common stock as of September 30, 2021.
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 |
|---|---|---|---|---|---|---|
| January 10, 2020 Filed Jan 14, 2020 16:42 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $65.85 | $65,850.00 |
DisclosureSEC source: 0001492627-20-000001 · wf-form4_157903813426823.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,161 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2019. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 16:47 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $60.65 | $60,650.00 |
DisclosureSEC source: 0001492627-19-000060 · wf-form4_157610081007714.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,161 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2019. Read SEC document |
| November 11, 2019 Filed Nov 12, 2019 16:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $60.43 | $60,430.00 |
DisclosureSEC source: 0001492627-19-000059 · wf-form4_157359568567339.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,161 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2019. Read SEC document |
| October 10, 2019 Filed Oct 10, 2019 16:52 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $54.73 | $54,730.00 |
DisclosureSEC source: 0001492627-19-000058 · wf-form4_157074071589624.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,161 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2019. Read SEC document |
| September 10, 2019 Filed Sep 10, 2019 16:50 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $59.11 | $59,110.00 |
DisclosureSEC source: 0001492627-19-000057 · wf-form4_156814859102607.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,161 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2019. Read SEC document |
| September 04, 2019 Filed Sep 4, 2019 16:37 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GiftCommon Stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001492627-19-000048 · wf-form4_156762945951763.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,161 Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 16:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $56.67 | $56,670.00 |
DisclosureSEC source: 0001492627-19-000045 · wf-form4_156564220159773.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,361 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2019. Read SEC document |
| July 10, 2019 Filed Jul 11, 2019 16:33 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $52.34 | $52,340.00 |
DisclosureSEC source: 0001492627-19-000043 · wf-form4_156287717974565.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,361 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2019. Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 17:08 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 2,000 | $50.50 | $101,000.00 |
DisclosureSEC source: 0001492627-19-000042 · wf-form4_156106489628966.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,361 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2019. Read SEC document |
| May 21, 2019 Filed May 22, 2019 16:41 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 2,000 | $47.97 | $95,933.00 |
DisclosureSEC source: 0001492627-19-000033 · wf-form4_155855767925121.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,361 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in four transactions at prices ranging from $47.94 to $47.97. The reporting person undertakes to provide to BWX Technologies, Inc., any of its securities holders, or the SEC staff, upon request, information regarding the number of shares sold at each separate price within the foregoing range. Read SEC document |
| March 02, 2019 Filed Mar 5, 2019 18:47 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 1,486 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492627-19-000009 · wf-form4_155182962261410.xml · derivative · entry 7 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,972 Underlying: Common Stock · 1,486 shares Expires 2021-03-02 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_date: RSUs vest in three equal annual installments beginning March 2, 2019. Read SEC document |
| March 02, 2019 Filed Mar 5, 2019 18:47 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 1,845 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492627-19-000009 · wf-form4_155182962261410.xml · derivative · entry 6 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,845 Underlying: Common Stock · 1,845 shares Expires 2020-03-02 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_date: RSUs vest in three equal annual installments beginning March 2, 2018. Read SEC document |
| March 02, 2019 Filed Mar 5, 2019 18:47 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 665 | $51.76 | $34,420.40 |
DisclosureSEC source: 0001492627-19-000009 · wf-form4_155182962261410.xml · nonDerivative · entry 4 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,361 Read SEC document |
| March 02, 2019 Filed Mar 5, 2019 18:47 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 1,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001492627-19-000009 · wf-form4_155182962261410.xml · nonDerivative · entry 3 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,026 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 02, 2019 Filed Mar 5, 2019 18:47 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 826 | $51.76 | $42,753.76 |
DisclosureSEC source: 0001492627-19-000009 · wf-form4_155182962261410.xml · nonDerivative · entry 2 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,540 Read SEC document |
| March 02, 2019 Filed Mar 5, 2019 18:47 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 1,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001492627-19-000009 · wf-form4_155182962261410.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,366 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 01, 2019 Filed Mar 5, 2019 18:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 5,409 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492627-19-000002 · wf-form4_155182896735958.xml · derivative · entry 7 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,409 Underlying: Common Stock · 5,409 shares Expires 2022-03-01 F4 · derivative.exercise_date: RSUs vest in three equal annual installments beginning March 1, 2020. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 2,445 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492627-19-000002 · wf-form4_155182896735958.xml · derivative · entry 6 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,445 shares Expires 2019-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: RSUs vest in three equal annual installments beginning March 1, 2017. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 768 | $51.76 | $39,751.68 |
DisclosureSEC source: 0001492627-19-000002 · wf-form4_155182896735958.xml · nonDerivative · entry 4 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,521 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 2,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001492627-19-000002 · wf-form4_155182896735958.xml · nonDerivative · entry 3 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,289 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 01, 2019 Filed Mar 5, 2019 18:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 7,004 | $51.76 | $362,527.04 |
DisclosureSEC source: 0001492627-19-000002 · wf-form4_155182896735958.xml · nonDerivative · entry 2 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,844 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantCommon Stock | 21,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001492627-19-000002 · wf-form4_155182896735958.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,848 F1 · acquired: Represents performance restricted stock units ("PRSU") awarded on February 29, 2016 for the performance period January 1, 2016 through December 31, 2018, for which performance goals have been achieved and certified on February 28, 2019. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on March 1, 2019. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 16:30 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $46.29 | $46,290.00 |
DisclosureSEC source: 0001492627-18-000045 · wf-form4_154214462672100.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,570 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2017. Read SEC document |
| October 11, 2018 Filed Oct 11, 2018 16:47 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $57.65 | $57,650.00 |
DisclosureSEC source: 0001492627-18-000044 · wf-form4_153929082452855.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,570 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2017. Read SEC document |
| September 11, 2018 Filed Sep 11, 2018 17:12 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $61.57 | $61,570.00 |
DisclosureSEC source: 0001492627-18-000043 · wf-form4_153670034543828.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,570 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2017. Read SEC document |
| August 13, 2018 Filed Aug 14, 2018 16:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $62.40 | $62,400.00 |
DisclosureSEC source: 0001492627-18-000032 · wf-form4_153427896414845.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,570 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2017. Read SEC document |
| July 11, 2018 Filed Jul 12, 2018 16:46 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $63.77 | $63,770.00 |
DisclosureSEC source: 0001492627-18-000021 · wf-form4_153142837575386.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,570 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2017. Read SEC document |
| July 06, 2018 Filed Jul 10, 2018 16:31 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionStock Options (right to buy) · Derivative | 5,052 | $0.00 Strike: $24.45 | $0.00 |
DisclosureSEC source: 0001492627-18-000020 · wf-form4_153125467934257.xml · derivative · entry 4 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,052 shares Expires 2025-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options vest in three equal annual installments beginning July 1, 2016. Read SEC document |
| July 06, 2018 Filed Jul 10, 2018 16:31 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 3,353 | $62.91 | $210,937.23 |
DisclosureSEC source: 0001492627-18-000020 · wf-form4_153125467934257.xml · nonDerivative · entry 2 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,570 Read SEC document |
| July 06, 2018 Filed Jul 10, 2018 16:31 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 5,052 | $24.45 | $123,521.40 |
DisclosureSEC source: 0001492627-18-000020 · wf-form4_153125467934257.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,923 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 |
| July 01, 2018 Filed Jul 3, 2018 15:15 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 2,743 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492627-18-000019 · wf-form4_153064528413414.xml · derivative · entry 5 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,743 shares Expires 2018-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: 100% of RSUs cliff vested on July 1, 2018. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 15:15 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 886 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492627-18-000019 · wf-form4_153064528413414.xml · derivative · entry 4 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 886 shares Expires 2018-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Restricted stock units vested in three equal annual installments beginning July 1, 2016. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 15:15 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 1,632 | $62.32 | $101,706.24 |
DisclosureSEC source: 0001492627-18-000019 · wf-form4_153064528413414.xml · nonDerivative · entry 2 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,871 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 15:15 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 3,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001492627-18-000019 · wf-form4_153064528413414.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,503 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 |
| June 11, 2018 Filed Jun 12, 2018 16:43 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $67.29 | $67,290.00 |
DisclosureSEC source: 0001492627-18-000017 · wf-form4_152883617495212.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,874 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2017. Read SEC document |
| May 11, 2018 Filed May 11, 2018 17:16 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $67.25 | $67,250.00 |
DisclosureSEC source: 0001492627-18-000008 · wf-form4_152607337842923.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,874 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2017. Read SEC document |
| April 11, 2018 Filed Apr 12, 2018 17:23 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $65.10 | $65,100.00 |
DisclosureSEC source: 0001492627-18-000005 · wf-form4_152356820526643.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,874 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2017. Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 16:48 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,000 | $64.44 | $64,440.00 |
DisclosureSEC source: 0001492627-18-000004 · wf-form4_152088769770502.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,874 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 24, 2017. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 16:37 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionStock Options (right to buy) · Derivative | 5,052 | $0.00 Strike: $24.45 | $0.00 |
DisclosureSEC source: 0001492627-18-000003 · wf-form4_152054504402456.xml · derivative · entry 6 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,052 Underlying: Common Stock · 5,052 shares Expires 2025-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Stock options vest in three equal annual installments beginning July 1, 2016. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 16:37 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionStock Options (right to buy) · Derivative | 7,323 | $0.00 Strike: $23.62 | $0.00 |
DisclosureSEC source: 0001492627-18-000003 · wf-form4_152054504402456.xml · derivative · entry 5 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,323 shares Expires 2025-03-02 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: Represents adjustments made pursuant to the Employee Matters Agreement, dated as of June 8, 2015, between the Issuer and Babcock & Wilcox Enterprises, Inc. and the Issuer's Amended and Restated 2010 Long-Term Incentive Plan in connection with the Issuer's spin-off of Babcock & Wilcox Enterprises, Inc. on June 30, 2015. F3 · derivative.exercise_date: Stock options vest in three equal annual installments beginning March 2, 2016. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 16:37 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 7,220 | $63.92 | $461,502.40 |
DisclosureSEC source: 0001492627-18-000003 · wf-form4_152054504402456.xml · nonDerivative · entry 3 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,874 Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 16:37 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 5,052 | $24.45 | $123,521.40 |
DisclosureSEC source: 0001492627-18-000003 · wf-form4_152054504402456.xml · nonDerivative · entry 2 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,094 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 06, 2018 Filed Mar 8, 2018 16:37 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 7,323 | $23.62 | $172,969.26 |
DisclosureSEC source: 0001492627-18-000003 · wf-form4_152054504402456.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,042 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 02, 2018 Filed Mar 6, 2018 17:18 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 4,458 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000010 · wf-form4_152037466692639.xml · derivative · entry 7 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,458 Underlying: Common Stock · 4,458 shares Expires 2021-03-02 F5 · derivative.exercise_date: Restricted stock units vest in three equal annual installments beginning March 2, 2019. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:18 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 1,845 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000010 · wf-form4_152037466692639.xml · derivative · entry 6 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,690 Underlying: Common Stock · 1,845 shares Expires 2020-03-02 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. F4 · derivative.exercise_date: Restricted stock units vest in three equal annual installments beginning March 2, 2018. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:18 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 4,069 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000010 · wf-form4_152037466692639.xml · derivative · entry 5 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,069 shares Expires 2018-03-02 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_date: 100% of the restricted stock units vested on March 2, 2018. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:18 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 1,315 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000010 · wf-form4_152037466692639.xml · derivative · entry 4 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,315 shares Expires 2018-03-02 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_date: Restricted stock units vested in three equal annual installments beginning March 2, 2016. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:18 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 2,167 | $63.77 | $138,189.59 |
DisclosureSEC source: 0001492520-18-000010 · wf-form4_152037466692639.xml · nonDerivative · entry 2 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,719 Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:18 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 7,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000010 · wf-form4_152037466692639.xml · nonDerivative · entry 1 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,886 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 01, 2018 Filed Mar 5, 2018 16:56 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 2,445 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000002 · wf-form4_152028697723321.xml · derivative · entry 4 Black David S · CIK 0001492627 · Sr. V.P, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,445 Underlying: Common Stock · 2,445 shares Expires 2019-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Restricted stock units vest in three equal annual installments beginning March 1, 2017. 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.