Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AT&T INC.T · Entity 1012 | Director | July 31, 2026 | August 04, 2026 |
| MICROSOFT CORPMSFT · Entity 1016 | Director | March 13, 2014 | March 14, 2014 |
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.
AT&T INC.
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | IndirectBy Benefit Plan | 145,464.1927 |
Reported balance
After 2026-07-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-31 · Grant · Acquired 1,715.7077 · Balance 145,464.1927 F1: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 167,000 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 167,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 395,500 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 395,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.
MICROSOFT CORP
Report date March 13, 2014 · Filed March 14, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,529 |
Reported balance
After 2014-03-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2014-03-13 · Grant · Acquired 113 · Balance 15,529 F1: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4: Includes 1 share as a result of accumulated fractional shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 133,500 |
Reported balance
Holding disclosure · report date 2014-03-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 133,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock.
F2: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate.
F3: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors.
F4: Includes 1 share as a result of accumulated fractional shares.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MORGAN STANLEY
Report date December 31, 2024 · Filed January 03, 2025
Section 16 reporting ended · disclosed 2025-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,342.918 |
Ending reported balance
After 2024-12-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-12-31 · Grant · Acquired 76.168 · Balance 18,457.624 F1: Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service for a portion of the 2024 service period through the reporting person's retirement from the Morgan Stanley Board of Directors, effective December 31, 2024. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Row 2 · 2024-12-31 · Disposition to issuer · Disposed 1,114.706 · Balance 17,342.918 F2: Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the reporting person's retirement from the Morgan Stanley Board of Directors. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 138,363 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 138,363 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 34,000 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 34,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service for a portion of the 2024 service period through the reporting person's retirement from the Morgan Stanley Board of Directors, effective December 31, 2024. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.
F2: Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the reporting person's retirement from the Morgan Stanley Board of Directors.
Seagate Technology Holdings plc
Report date March 04, 2022 · Filed March 08, 2022
Section 16 reporting ended · disclosed 2022-03-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | IndirectStephen J. Luczo Revocable Trust dated January 26, 2001 | 225,941 |
Reported balance
After 2022-03-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-03-04 · Sale · Disposed 50,000 · Balance 225,941 F1: These Ordinary Shares were sold in multiple trades at prices ranging from $102.96 to $103.58. The price reported above reflects the weighted average sale 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 transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: These Ordinary Shares were sold in multiple trades at prices ranging from $102.96 to $103.58. The price reported above reflects the weighted average sale 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 transaction was effected.
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 02, 2020 Filed Jun 9, 2020 23:38 UTC Amendment | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 7,000 | $51.74 | $362,205.90 |
DisclosureSEC source: 0001137789-20-000049 · wf-form4a_159174589545726.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 558,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $51.43 to $51.96. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:10 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 5,587.579 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033956 · doc4.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,738.555 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 20, 2020 Filed May 22, 2020 20:33 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $50.91 | $254,554.50 |
DisclosureSEC source: 0001137789-20-000043 · wf-form4_159017960169328.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 565,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $50.77 to $51.10. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:12 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $47.34 | $236,704.50 |
DisclosureSEC source: 0001137789-20-000039 · wf-form4_158896874069355.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 570,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $47.305 to $47.36. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| May 06, 2020 Filed May 13, 2020 00:08 UTC Amendment | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $47.34 | $236,704.50 |
DisclosureSEC source: 0001137789-20-000041 · wf-form4a_158932846860915.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 570,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $47.305 to $47.36. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| April 30, 2020 Filed May 4, 2020 21:51 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 8,384.7648 | $30.47 | $255,483.78 |
DisclosureSEC source: 0001127602-20-015267 · form4.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 9,315.121 Underlying: Common Stock · 8,384.7648 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 20:04 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 33,936 | $50.60 | $1,717,243.05 |
DisclosureSEC source: 0001137789-20-000037 · wf-form4_158827706964960.xml · nonDerivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 575,666 F2 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $50.49 to $50.725. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 20:04 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 20,000 | $49.23 | $984,684.00 |
DisclosureSEC source: 0001137789-20-000037 · wf-form4_158827706964960.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 609,602 F1 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $49.08 to $49.345. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 21:30 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 46,064 | $49.51 | $2,280,490.45 |
DisclosureSEC source: 0001137789-20-000033 · wf-form4_158819582727353.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 629,602 F1 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $48.9859 to $50.22. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:08 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $50.49 | $252,438.50 |
DisclosureSEC source: 0001137789-20-000030 · wf-form4_158775890932492.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 675,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $50.265 to $50.900. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| April 22, 2020 Filed Apr 23, 2020 22:19 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 36,000 | $29.38 | $1,057,579.20 |
DisclosureSEC source: 0001127602-20-014358 · form4.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 200,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $29.34 to $29.405 inclusive. The reporting person undertakes to provide upon request by the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| April 17, 2020 Filed Apr 20, 2020 20:14 UTC | MORGAN STANLEY MS · Entity 2815 | PurchaseCommon Stock | 19,000 | $38.68 | $734,870.60 |
DisclosureSEC source: 0001209191-20-025081 · doc4.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Revocable Trust Disclosed balance after: 190,000 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $38.66 to $38.68, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley 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 range set forth in this footnote. Read SEC document |
| April 17, 2020 Filed Jun 3, 2021 21:46 UTC Amendment | MORGAN STANLEY MS · Entity 2815 | PurchaseCommon Stock | 29,000 | $38.59 | $1,119,228.90 |
DisclosureSEC source: 0001209191-21-037837 · doc4a.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Revocable Trust Disclosed balance after: 154,449 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $38.4298 to $38.68, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley 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 range set forth in this footnote. F2 · balance_after: This report amends the Form 4 filed by the reporting person on April 20, 2020 (the Original Form 4) to correct the number of shares purchased on April 17, 2020 and the weighted average price of such shares, which initially were inadvertently reported as 19,000 shares and $38.6774, respectively. This Form 4 is deemed to amend the Original Form 4 and all Form 4s filed between the date thereof and the date of this Form 4 to add 10,000 shares to the Reporting Person's total ownership listed in Column 5, Amount of Securities Beneficially Owned Following Reported Transaction(s). F3 · balance_after: Since the Reporting Person's last report, 4,449 shares of Common Stock previously reported as directly beneficially owned were contributed to his revocable trust. F4 · balance_after: Since the Reporting Person's last report, 50,000 shares of Common Stock previously reported as indirectly beneficially owned by his revocable trust were contributed to a grantor retained annuity trust. Read SEC document |
| April 08, 2020 Filed Apr 10, 2020 20:14 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $49.52 | $247,584.50 |
DisclosureSEC source: 0001137789-20-000025 · wf-form4_158654964235448.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 680,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $49.27 to $49.94. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| March 25, 2020 Filed Mar 27, 2020 20:12 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $47.01 | $235,036.00 |
DisclosureSEC source: 0001137789-20-000023 · wf-form4_158533993545577.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 685,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $47.00 to $47.015. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 20:40 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $47.00 | $235,000.00 |
DisclosureSEC source: 0001137789-20-000021 · wf-form4_158439123329191.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 690,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 21:33 UTC | MORGAN STANLEY MS · Entity 2815 | PurchaseCommon Stock | 50,000 | $44.97 | $2,248,735.00 |
DisclosureSEC source: 0001209191-20-014481 · doc4.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Revocable Trust Disclosed balance after: 171,000 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $44.84 to $45.025, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 21:14 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $51.04 | $255,200.00 |
DisclosureSEC source: 0001137789-20-000018 · wf-form4_158292446065661.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 695,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 21:09 UTC | MORGAN STANLEY MS · Entity 2815 | PurchaseCommon Stock | 50,000 | $53.00 | $2,649,955.00 |
DisclosureSEC source: 0001209191-20-011942 · doc4.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Revocable Trust Disclosed balance after: 121,000 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $52.91 to $53.14, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley 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 range set forth in this footnote. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:05 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $55.96 | $279,800.00 |
DisclosureSEC source: 0001137789-20-000017 · wf-form4_158171428899615.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 700,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 04, 2020 Filed Feb 5, 2020 22:28 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 100,000 | $37.60 | $3,760,380.00 |
DisclosureSEC source: 0001127602-20-003806 · form4.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 164,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $37.55 to $37.66 inclusive. The reporting person undertakes to provide upon request by the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 23:28 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 930.3562 | $37.62 | $35,000.00 |
DisclosureSEC source: 0001127602-20-003604 · form4.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 930.3562 Underlying: Common Stock · 930.3562 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 21:06 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $60.55 | $302,761.50 |
DisclosureSEC source: 0001137789-20-000006 · wf-form4_158050476241923.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 705,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $59.71 to $60.91. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:17 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $60.54 | $302,714.00 |
DisclosureSEC source: 0001137789-20-000004 · wf-form4_157929585896135.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 710,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $60.30 to $60.70. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:10 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $59.81 | $299,050.00 |
DisclosureSEC source: 0001137789-20-000002 · wf-form4_157834499154635.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 715,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 21:15 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $59.10 | $295,512.50 |
DisclosureSEC source: 0001137789-19-000114 · wf-form4_157687652690689.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 720,666 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $58.90 to $59.36. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| December 04, 2019 Filed Dec 5, 2019 00:07 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $58.82 | $294,124.00 |
DisclosureSEC source: 0001137789-19-000112 · wf-form4_157550441215412.xml · nonDerivative · entry 3 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 725,666 F2 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $58.78 to $58.8601. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| December 02, 2019 Filed Dec 5, 2019 00:07 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GiftOrdinary Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000112 · wf-form4_157550441215412.xml · nonDerivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 730,666 Read SEC document |
| December 02, 2019 Filed Dec 5, 2019 00:07 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 50,000 | $59.78 | $2,989,225.00 |
DisclosureSEC source: 0001137789-19-000112 · wf-form4_157550441215412.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 740,666 F1 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $59.66 to $59.885. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:19 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 85,000 | $59.43 | $5,051,252.50 |
DisclosureSEC source: 0001137789-19-000104 · wf-form4_157445756572642.xml · nonDerivative · entry 3 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 790,666 F4 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $59.31 to $59.58. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 21:19 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $59.26 | $296,287.50 |
DisclosureSEC source: 0001137789-19-000104 · wf-form4_157445756572642.xml · nonDerivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 875,666 F2 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $59.04 to $59.56. The price reported above reflects the weighted average sale 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 transaction was effected. F1 · balance_after: On November 18, the Reporting Person transferred 90,212 Ordinary Shares from the Stephen J. Luczo 2017 Grantor Retained Annuity Trust (the "Stephen J. Luczo 2017 GRAT") to the Stephen J. Luczo Revocable Trust dated January 26, 2001 and on November 19, 2019, gifted 65,775 Ordinary Shares from the Stephen J. Luczo 2017 GRAT. Read SEC document |
| November 19, 2019 Filed Nov 22, 2019 21:19 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GiftOrdinary Shares | 65,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000104 · wf-form4_157445756572642.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo 2017 GRAT Disclosed balance after: 0 F1 · balance_after: On November 18, the Reporting Person transferred 90,212 Ordinary Shares from the Stephen J. Luczo 2017 Grantor Retained Annuity Trust (the "Stephen J. Luczo 2017 GRAT") to the Stephen J. Luczo Revocable Trust dated January 26, 2001 and on November 19, 2019, gifted 65,775 Ordinary Shares from the Stephen J. Luczo 2017 GRAT. Read SEC document |
| November 06, 2019 Filed Nov 6, 2019 23:51 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $57.48 | $287,400.00 |
DisclosureSEC source: 0001137789-19-000091 · wf-form4_157308426897158.xml · nonDerivative · entry 3 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 790,454 F2 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $57.42 to $57.53. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 23:51 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GiftOrdinary Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000091 · wf-form4_157308426897158.xml · nonDerivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 795,454 Read SEC document |
| November 04, 2019 Filed Nov 6, 2019 23:51 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 100,000 | $58.03 | $5,803,000.00 |
DisclosureSEC source: 0001137789-19-000091 · wf-form4_157308426897158.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 805,454 F1 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $57.95 to $58.19. The price reported above reflects the weighted average sale 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 transaction was effected. Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 21:54 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 3,102.296 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054941 · doc4.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,102.296 F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 23:52 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GrantRestricted Share Unit · Derivative | 5,579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000081 · wf-form4_157247954387566.xml · derivative · entry 5 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,579 Underlying: Ordinary Shares · 5,579 shares Expires not disclosed F4 · derivative.exercise_date: Consists of a grant of RSUs awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) one day prior to the next election of directors following the date of grant. F4 · derivative.expiration_date: Consists of a grant of RSUs awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) one day prior to the next election of directors following the date of grant. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 23:52 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Exercise / conversionRestricted Share Unit · Derivative | 5,146 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000081 · wf-form4_157247954387566.xml · derivative · entry 4 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 5,146 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. F3 · derivative.exercise_date: Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. The award vested on the date prior to the annual general meeting of the shareholders of the Issuer following the end of the Issuer's fiscal year ended June 28, 2019. F3 · derivative.expiration_date: Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. The award vested on the date prior to the annual general meeting of the shareholders of the Issuer following the end of the Issuer's fiscal year ended June 28, 2019. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 23:52 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Tax withholdingOrdinary Shares | 1,853 | $57.75 | $107,010.75 |
DisclosureSEC source: 0001137789-19-000081 · wf-form4_157247954387566.xml · nonDerivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 905,454 F2 · shares: These Ordinary Shares are withheld securities to cover tax liabilities incident to the vesting of Restricted Share Units ("RSUs"). F1 · balance_after: On October 29, 2019, the Reporting Person transferred 3,293 Ordinary Shares previously owned directly (5,146 Ordinary Shares vested on October 28, 2019 minus 1,853 Ordinary Shares withheld to cover tax liabilities) to the Stephen J. Luczo Revocable Trust dated January 26, 2001. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 23:52 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Exercise / conversionOrdinary Shares | 5,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000081 · wf-form4_157247954387566.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,146 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 · balance_after: On October 29, 2019, the Reporting Person transferred 3,293 Ordinary Shares previously owned directly (5,146 Ordinary Shares vested on October 28, 2019 minus 1,853 Ordinary Shares withheld to cover tax liabilities) to the Stephen J. Luczo Revocable Trust dated January 26, 2001. Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 20:06 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $55.60 | $278,000.00 |
DisclosureSEC source: 0001137789-19-000071 · wf-form4_157203395400466.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 902,161 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple transactions at sales prices ranging from $55.29 to $55.80, 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 sold at each separate price within the range set forth in the footnote of this Form 4. Read SEC document |
| October 09, 2019 Filed Oct 11, 2019 20:05 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $51.51 | $257,550.00 |
DisclosureSEC source: 0001137789-19-000065 · wf-form4_157082431694378.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 907,161 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple transactions at sales prices ranging from $51.51 to $51.52, 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 sold at each separate price within the range set forth in the footnote of this Form 4. Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 20:08 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $52.20 | $261,000.00 |
DisclosureSEC source: 0001137789-19-000059 · wf-form4_156961491241409.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 912,161 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple transactions at sales prices ranging from $52.14 to $52.28, 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 sold at each separate price within the range set forth in the footnote of this Form 4. Read SEC document |
| September 11, 2019 Filed Sep 13, 2019 20:42 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Exercise / conversionRestricted Share Unit · Derivative | 70,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000057 · wf-form4_156840734328005.xml · derivative · entry 5 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,008 Underlying: Ordinary Shares · 70,005 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. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. F6 · derivative.exercise_date: The RSUs, originally granted to the Reporting Person under the Seagate Technology plc 2012 Equity Incentive Plan (the "Plan") for 210,017 Ordinary Shares of which 140,009 Ordinary Shares have been released, vested as to one-third of the shares on September 11, 2018 and each one-year anniversary thereafter. F6 · derivative.expiration_date: The RSUs, originally granted to the Reporting Person under the Seagate Technology plc 2012 Equity Incentive Plan (the "Plan") for 210,017 Ordinary Shares of which 140,009 Ordinary Shares have been released, vested as to one-third of the shares on September 11, 2018 and each one-year anniversary thereafter. Read SEC document |
| September 11, 2019 Filed Sep 13, 2019 20:42 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Tax withholdingOrdinary Shares | 3,403 | $56.21 | $191,282.63 |
DisclosureSEC source: 0001137789-19-000057 · wf-form4_156840734328005.xml · nonDerivative · entry 3 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 917,161 F4 · shares: These Ordinary Shares are withheld securities to cover tax liabilities incident to the vesting of Restricted Stock Units ("RSUs"). F3 · balance_after: Of the 70,005 Ordinary Shares reported as directly held by the Reporting Person, 66,602 Ordinary Shares were transferred on September 12, 2019 to the Stephen J. Luczo Revocable Trust dated January 26, 2001. The remaining 3,403 Ordinary Shares reported as directly held were withheld to cover tax liabilities as reported in Footnote 4. Read SEC document |
| September 11, 2019 Filed Sep 13, 2019 20:42 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Exercise / conversionOrdinary Shares | 70,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000057 · wf-form4_156840734328005.xml · nonDerivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,005 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 · balance_after: Of the 70,005 Ordinary Shares reported as directly held by the Reporting Person, 66,602 Ordinary Shares were transferred on September 12, 2019 to the Stephen J. Luczo Revocable Trust dated January 26, 2001. The remaining 3,403 Ordinary Shares reported as directly held were withheld to cover tax liabilities as reported in Footnote 4. Read SEC document |
| September 11, 2019 Filed Sep 13, 2019 20:42 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $55.29 | $276,455.00 |
DisclosureSEC source: 0001137789-19-000057 · wf-form4_156840734328005.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 850,559 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: These Ordinary Shares were sold in multiple transactions at sales prices ranging from $55.21 to $55.44, 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 sold at each separate price within the range set forth in the footnote of this Form 4. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 21:59 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Tax withholdingOrdinary Shares | 812 | $54.78 | $44,481.36 |
DisclosureSEC source: 0001137789-19-000045 · wf-form4_156823915884745.xml · nonDerivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 855,559 F2 · shares: These Ordinary Shares are withheld securities to cover tax liabilities incident to the vesting of securities previously reported on one or more Forms 4 by the Reporting Person in accordance with Rule 16b-3. F3 · balance_after: Of the 14,221 Ordinary Shares previously reported as directly held by the Reporting Person, 13,409 Ordinary Shares were transferred on September 10, 2019 to the Trust. The remaining 812 Ordinary Shares previously reported as directly held were withheld to cover tax liabilities as reported in Footnote 2. Read SEC document |
| September 03, 2019 Filed Sep 11, 2019 21:59 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GiftOrdinary Shares | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000045 · wf-form4_156823915884745.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 842,150 F1 · shares: On September 3, 2019, the Reporting Person gifted 5,000 Ordinary Shares from the Stephen J. Luczo Revocable Trust (the "Trust") dated January 26, 2001. Read SEC document |
| August 28, 2019 Filed Aug 30, 2019 20:05 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 5,000 | $47.00 | $235,000.00 |
DisclosureSEC source: 0001137789-19-000039 · wf-form4_156719554266543.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 847,150 F1 · shares: These Ordinary Shares were sold under a Rule 10b5-1 trading plan adopted by the Reporting Person. 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.