Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EQUINIX INCEQIX · Entity 2047 | Director | May 13, 2026 | May 14, 2026 |
| INTEL CORPINTC · Entity 2799 | EVP & GM, Datacenter and AI | December 03, 2023 | December 05, 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.
EQUINIX INC
Report date May 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 241 |
Reported balance
After 2026-05-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 241 · Balance 241 F1: The Restricted Stock Units shall vest on the earlier of (i) May 13, 2027 or (ii) if the reporting person does not stand for re-election as a director of the Company, the date of the regular meeting of the Company's stockholders held in the calendar year subsequent to the grant date; provided that, in either case, the reporting person remains in continuous Service through such vesting date. F2: Restricted stock unit award expires upon reporting person's termination of service. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units shall vest on the earlier of (i) May 13, 2027 or (ii) if the reporting person does not stand for re-election as a director of the Company, the date of the regular meeting of the Company's stockholders held in the calendar year subsequent to the grant date; provided that, in either case, the reporting person remains in continuous Service through such vesting date.
F2: Restricted stock unit award expires upon reporting person's termination of service.
INTEL CORP
Report date December 03, 2023 · Filed December 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,283 |
Reported balance
After 2023-12-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-03 · Grant · Acquired 5,283 · Balance 5,283 F1: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. F2: Unless earlier forfeited under the terms of the award, 100% of the RSUs vest and convert into common stock on the anniversary of the grant date (or next business date, if applicable). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock.
F2: Unless earlier forfeited under the terms of the award, 100% of the RSUs vest and convert into common stock on the anniversary of the grant date (or next business date, if applicable).
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 |
|---|---|---|---|---|---|---|
| August 01, 2022 Filed Aug 3, 2022 21:42 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-020418 · form4.xml · nonDerivative · entry 7 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,644 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:42 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 4,026 | $36.87 | $148,438.62 |
DisclosureSEC source: 0001127602-22-020418 · form4.xml · nonDerivative · entry 6 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,024 Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:42 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 8,119 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-020418 · form4.xml · nonDerivative · entry 5 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,050 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:42 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 828 | $36.87 | $30,528.36 |
DisclosureSEC source: 0001127602-22-020418 · form4.xml · nonDerivative · entry 4 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,931 Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:42 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-020418 · form4.xml · nonDerivative · entry 3 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,759 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:42 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 899 | $36.87 | $33,146.13 |
DisclosureSEC source: 0001127602-22-020418 · form4.xml · nonDerivative · entry 2 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,089 Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:42 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-020418 · form4.xml · nonDerivative · entry 1 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,988 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. Read SEC document |
| May 26, 2022 Filed May 26, 2022 22:03 UTC | EQUINIX INC EQIX · Entity 2047 | Exercise / conversionRestricted Stock Unit · Derivative | 339 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015798 · form4.xml · derivative · entry 3 Rivera Sandra L · CIK 0001790475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 339 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: The Restricted Stock Units shall vest on the earlier of (i) May 26, 2022 or (ii) if the person does not stand for re-election as a director of the Company, the date of the regular meeting of the Company's stockholders held in the calendar year subsequent to the grant date; provided that the reporting person in continuous service through such vesting date. F2 · derivative.expiration_date: Restricted stock unit award expires upon reporting person's termination of service. Read SEC document |
| May 26, 2022 Filed May 26, 2022 22:03 UTC | EQUINIX INC EQIX · Entity 2047 | Exercise / conversionCommon Stock | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015798 · form4.xml · nonDerivative · entry 1 Rivera Sandra L · CIK 0001790475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 988 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 25, 2022 Filed May 26, 2022 22:03 UTC | EQUINIX INC EQIX · Entity 2047 | GrantRestricted Stock Unit · Derivative | 364 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015798 · form4.xml · derivative · entry 2 Rivera Sandra L · CIK 0001790475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364 Underlying: Common Stock · 364 shares Expires not disclosed F1 · derivative.exercise_date: The Restricted Stock Units shall vest on the earlier of (i) May 25, 2023 or (ii) if the reporting person does not stand for re-election as a director of the Company, the date of the regular meeting of the Company's stockholders held in the calendar year subsequent to the grant date; provided that, in either case, the reporting person remains in continuous Service through such vesting date. F2 · derivative.expiration_date: Restricted stock unit award expires upon reporting person's termination of service. Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · derivative · entry 12 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,861 Underlying: Common Stock · 1,620 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. F6 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2020. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F6 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2020. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 8,118 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · derivative · entry 11 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,303 Underlying: Common Stock · 8,118 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2022. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2022. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · derivative · entry 10 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,340 Underlying: Common Stock · 1,670 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on October 31, 2019. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on October 31, 2019. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · derivative · entry 9 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,680 Underlying: Common Stock · 1,811 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2021. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2021. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 804 | $44.25 | $35,577.00 |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · nonDerivative · entry 8 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,176 Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · nonDerivative · entry 7 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,980 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 4,025 | $44.25 | $178,106.25 |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · nonDerivative · entry 6 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,360 Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 8,118 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · nonDerivative · entry 5 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,385 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 828 | $44.25 | $36,639.00 |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · nonDerivative · entry 4 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,267 Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · nonDerivative · entry 3 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,095 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 898 | $44.25 | $39,736.50 |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · nonDerivative · entry 2 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,425 Read SEC document |
| April 30, 2022 Filed May 4, 2022 01:55 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-013139 · form4.xml · nonDerivative · entry 1 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,323 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. F2 · balance_after: Includes 466 shares acquired under the Company's Employee Stock Purchase Plan on February 18, 2022. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 02:07 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 97,421 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-003097 · form4.xml · derivative · entry 5 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,421 Underlying: Common Stock · 97,421 shares Expires not disclosed F5 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F5 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F6 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2022. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F6 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2022. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 02:07 UTC | INTEL CORP INTC · Entity 2799 | GrantPerformance-Based Stock Units (PSUs) · Derivative | 97,421 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-003097 · form4.xml · derivative · entry 4 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,421 Underlying: Common Stock · 97,421 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based stock unit (PSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock. The number of shares of Intel common stock acquired upon vesting of the PSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning with the first day of the fiscal year of the grant date and ending on the last day of the fiscal year of the second anniversary of the grant date. F4 · price: Unless earlier forfeited under the terms of the PSU, each PSU vests and converts into no more than 200% of one share of Intel common stock on January 31, 2025, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the PSU, each PSU vests and converts into no more than 200% of one share of Intel common stock on January 31, 2025, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the PSU, each PSU vests and converts into no more than 200% of one share of Intel common stock on January 31, 2025, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 02:07 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionPerformance-Based Stock Units (PSUs) · Derivative | 78,826 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-003097 · form4.xml · derivative · entry 3 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 78,826 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance-based stock unit (PSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock. The number of shares of Intel common stock acquired upon vesting of the PSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning with the first day of the fiscal year of the grant date and ending on the last day of the fiscal year of the second anniversary of the grant date. F2 · shares: The total number of shares of Common Stock received upon achievement of the pre-established performance metrics was 41,147 (or 53% of the target number of performance-based RSUs granted), as reported in Table I. F1 · price: Each performance-based stock unit (PSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock. The number of shares of Intel common stock acquired upon vesting of the PSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning with the first day of the fiscal year of the grant date and ending on the last day of the fiscal year of the second anniversary of the grant date. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the PSU, each PSU vests and converts into no more than 200% of one share of Intel common stock on January 31, 2022, unless that date falls on a non-business date, in which case the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the PSU, each PSU vests and converts into no more than 200% of one share of Intel common stock on January 31, 2022, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 02:07 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 18,337 | $48.09 | $881,826.33 |
DisclosureSEC source: 0001127602-22-003097 · form4.xml · nonDerivative · entry 2 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,046 Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 02:07 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 41,147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-003097 · form4.xml · nonDerivative · entry 1 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,383 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each performance-based stock unit (PSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock. The number of shares of Intel common stock acquired upon vesting of the PSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning with the first day of the fiscal year of the grant date and ending on the last day of the fiscal year of the second anniversary of the grant date. Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · derivative · entry 12 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,010 Underlying: Common Stock · 1,670 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on October 31, 2019. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on October 31, 2019. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,642 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · derivative · entry 11 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,642 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2019. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2019. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · derivative · entry 10 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,491 Underlying: Common Stock · 1,812 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2021. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2021. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,621 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · derivative · entry 9 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,481 Underlying: Common Stock · 1,621 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F2 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2020. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2020. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 578 | $48.09 | $27,796.02 |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · nonDerivative · entry 8 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,236 Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · nonDerivative · entry 7 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,814 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 633 | $48.09 | $30,440.97 |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · nonDerivative · entry 6 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,144 Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,642 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · nonDerivative · entry 5 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,777 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 627 | $48.09 | $30,152.43 |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · nonDerivative · entry 4 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,135 Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · nonDerivative · entry 3 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,762 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 554 | $48.09 | $26,641.86 |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · nonDerivative · entry 2 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,950 Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 00:19 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,621 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002839 · form4.xml · nonDerivative · entry 1 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,504 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:52 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,671 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-028353 · form4.xml · derivative · entry 12 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,680 Underlying: Common Stock · 1,671 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on October 31, 2019. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on October 31, 2019. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:52 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-028353 · form4.xml · derivative · entry 11 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,303 Underlying: Common Stock · 1,811 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2021. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2021. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:52 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-028353 · form4.xml · derivative · entry 10 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,102 Underlying: Common Stock · 1,620 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2020. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2020. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:52 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,642 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-028353 · form4.xml · derivative · entry 9 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,642 Underlying: Common Stock · 1,642 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. F2 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2019. If the quarterly vesting date falls on a non-business date, the next business date shall apply. F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on April 30, 2019. If the quarterly vesting date falls on a non-business date, the next business date shall apply. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:52 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 829 | $49.30 | $40,869.70 |
DisclosureSEC source: 0001127602-21-028353 · form4.xml · nonDerivative · entry 8 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,883 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:52 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,671 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-028353 · form4.xml · nonDerivative · entry 7 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,712 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:52 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 898 | $49.30 | $44,271.40 |
DisclosureSEC source: 0001127602-21-028353 · form4.xml · nonDerivative · entry 6 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,041 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:52 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-028353 · form4.xml · nonDerivative · entry 5 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,939 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:52 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 804 | $49.30 | $39,637.20 |
DisclosureSEC source: 0001127602-21-028353 · form4.xml · nonDerivative · entry 4 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,128 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:52 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-028353 · form4.xml · nonDerivative · entry 3 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,932 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel Corporation (the "Company") common stock. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:52 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 815 | $49.30 | $40,179.50 |
DisclosureSEC source: 0001127602-21-028353 · form4.xml · nonDerivative · entry 2 Rivera Sandra L · CIK 0001790475 · EVP & GM, Datacenter and AI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,312 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.