Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| F5, INC.FFIV · Entity 839 | Director | March 08, 2023 | March 10, 2023 |
| HP INCHPQ · Entity 642 | Chief Financial Officer | December 07, 2023 | December 11, 2023 |
| Hewlett Packard Enterprise CoHPE · Entity 2984 | EVP & CFO | May 05, 2026 | May 06, 2026 |
| KLA CORPKLAC · Entity 2838 | Director | November 01, 2023 | November 03, 2023 |
| QUALCOMM INC/DEQCOM · Entity 2852 | Director | March 17, 2026 | March 18, 2026 |
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.
F5, INC.
Report date March 08, 2023 · Filed March 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,097 |
Reported balance
After 2023-03-08 transaction · row 1
1 source rowRow 1 · 2023-03-08 · Exercise / conversion · Acquired 1,272 · Balance 5,097 F1: Shares received upon vesting of the March 10, 2022 award of Restricted Stock Units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-03-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-08 · Exercise / conversion · Disposed 1,272 · Balance 0 F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5, Inc. Common Stock on the vest date. F3: One share of Common Stock of F5, Inc. was delivered to the reporting person for each Restricted Stock Unit that vested on March 8, 2023. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,770 |
Reported balance
After 2023-03-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-09 · Grant · Acquired 1,770 · Balance 1,770 F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5, Inc. Common Stock on the vest date. F4: Restricted Stock Units will fully vest on the first business day prior to the date of the annual shareholder meeting for fiscal 2023 (to be held in 2024) if the reporting person continues to serve as a director on the vest date, and the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date. F5: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received upon vesting of the March 10, 2022 award of Restricted Stock Units.
F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5, Inc. Common Stock on the vest date.
F3: One share of Common Stock of F5, Inc. was delivered to the reporting person for each Restricted Stock Unit that vested on March 8, 2023.
F4: Restricted Stock Units will fully vest on the first business day prior to the date of the annual shareholder meeting for fiscal 2023 (to be held in 2024) if the reporting person continues to serve as a director on the vest date, and the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date.
F5: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date.
HP INC
Report date December 07, 2023 · Filed December 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 103,565 |
Ending reported balance
After 2023-12-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-07 · Exercise / conversion · Acquired 75,576 · Balance 133,306 Row 2 · 2023-12-07 · Tax withholding · Disposed 29,741 · Balance 103,565 F1: Shares withheld by HP to satisfy tax withholding upon vesting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 56,180 |
Reported balance
After 2023-12-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-12-07 · Exercise / conversion · Disposed 29,136 · Balance 56,180 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F3: As previously reported, on 12/8/2022, the reporting person was granted 84,270 RSUs, 1/3 of which vest annually over 3 years on the anniversary of 12/7/2022. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 1,046 vested dividend equivalent rights. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,381 |
Reported balance
After 2023-12-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-12-07 · Exercise / conversion · Disposed 21,771 · Balance 20,381 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F4: As previously reported, on 12/7/2021, the reporting person was granted 61,142 RSUs, 1/3 of which vest annually over 3 years on the anniversary of the grant date. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 1,390 vested dividend equivalent rights. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-12-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-12-07 · Exercise / conversion · Disposed 24,669 · Balance 0 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F5: As previously reported, on 12/7/2020, the reporting person was granted 67,568 RSUs, 1/3 of which vested annually over 3 years on the anniversary of the grant date. Dividend equivalent rights accrued with respect to these RSUs when and as dividends were paid on HP common stock. The number of derivative securities in column 5 includes 2,146 vested dividend equivalent rights. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by HP to satisfy tax withholding upon vesting.
F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock.
F3: As previously reported, on 12/8/2022, the reporting person was granted 84,270 RSUs, 1/3 of which vest annually over 3 years on the anniversary of 12/7/2022. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 1,046 vested dividend equivalent rights.
F4: As previously reported, on 12/7/2021, the reporting person was granted 61,142 RSUs, 1/3 of which vest annually over 3 years on the anniversary of the grant date. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 1,390 vested dividend equivalent rights.
F5: As previously reported, on 12/7/2020, the reporting person was granted 67,568 RSUs, 1/3 of which vested annually over 3 years on the anniversary of the grant date. Dividend equivalent rights accrued with respect to these RSUs when and as dividends were paid on HP common stock. The number of derivative securities in column 5 includes 2,146 vested dividend equivalent rights.
Hewlett Packard Enterprise Co
Report date May 05, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 204,754 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Sale · Disposed 93,583 · Balance 204,754 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 68,823.949 |
Reported balance
After 2026-04-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-23 · Grant · Acquired 331.949 · Balance 68,823.949 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F2: As previously reported, on 01/20/24, the reporting person was granted 195,185 restricted stock units ("RSUs"), 65,061 of which vested on 01/20/25, 65,062 of which vested on 01/20/26, and 65,062 of which will vest on 01/20/27. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 331.9490 vested dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 90,331.6837 |
Reported balance
After 2026-04-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-23 · Grant · Acquired 435.6837 · Balance 90,331.6837 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F3: As previously reported, on 01/20/24, the reporting person was granted 256,181 RSUs, 85,393 of which vested on 01/20/25, 85,394 of which vested on 01/20/26, and 85,394 of which will vest on 01/20/27. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 435.6837 vested dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 132,847.9367 |
Reported balance
After 2026-04-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-23 · Grant · Acquired 653.1173 · Balance 132,847.9367 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F4: As previously reported, on 12/09/24, the reporting person was granted 192,016 RSUs, 64,005 of which vested on 12/09/25, 64,005 of which will vest on 12/09/26, and 64,006 of which will vest on 12/09/27. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 653.1173 vested dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 196,116.3167 |
Reported balance
After 2026-04-23 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-23 · Grant · Acquired 988.9745 · Balance 196,116.3167 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F5: As previously reported, on 12/08/25, the reporting person was granted 193,839 RSUs, 64,613 of which will vest on each of 12/08/26, 12/08/27 and 12/08/28. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 988.9745 vested dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.
F2: As previously reported, on 01/20/24, the reporting person was granted 195,185 restricted stock units ("RSUs"), 65,061 of which vested on 01/20/25, 65,062 of which vested on 01/20/26, and 65,062 of which will vest on 01/20/27. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 331.9490 vested dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26.
F3: As previously reported, on 01/20/24, the reporting person was granted 256,181 RSUs, 85,393 of which vested on 01/20/25, 85,394 of which vested on 01/20/26, and 85,394 of which will vest on 01/20/27. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 435.6837 vested dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26.
F4: As previously reported, on 12/09/24, the reporting person was granted 192,016 RSUs, 64,005 of which vested on 12/09/25, 64,005 of which will vest on 12/09/26, and 64,006 of which will vest on 12/09/27. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 653.1173 vested dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26.
F5: As previously reported, on 12/08/25, the reporting person was granted 193,839 RSUs, 64,613 of which will vest on each of 12/08/26, 12/08/27 and 12/08/28. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 988.9745 vested dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26.
KLA CORP
Report date November 01, 2023 · Filed November 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,530 |
Reported balance
After 2023-11-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-11-01 · Grant · Acquired 493 · Balance 3,530 F1: On November 1, 2023, the Reporting Person received an automatic grant of restricted stock units ("RSUs") for 493 shares of KLA common stock. The RSUs vest on the earliest to occur of (i) November 1, 2024, (ii) immediately prior to the next annual meeting of stockholders, and (iii) ten days prior to a change of control of KLA. F2: The number of shares of KLA common stock includes 493 shares issuable upon vesting of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 1, 2023, the Reporting Person received an automatic grant of restricted stock units ("RSUs") for 493 shares of KLA common stock. The RSUs vest on the earliest to occur of (i) November 1, 2024, (ii) immediately prior to the next annual meeting of stockholders, and (iii) ten days prior to a change of control of KLA.
F2: The number of shares of KLA common stock includes 493 shares issuable upon vesting of RSUs.
QUALCOMM INC/DE
Report date March 17, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,389.1765 |
Reported balance
After 2026-03-17 transaction · row 1
1 source rowRow 1 · 2026-03-17 · Grant · Acquired 2,563 · Balance 5,389.1765 F1: Represents the grant of Annual Deferred Stock Units to Directors pursuant to the Qualcomm Incorporated 2026 Director Compensation Plan. Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) March 17, 2029 (2) death, (3) disability, or (4) a change in control. If an election is made to settle the units partially in cash, such partial cash settlement will be reported on a subsequent Form 4 (if applicable) as a disposition to the Issuer on the settlement date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of Annual Deferred Stock Units to Directors pursuant to the Qualcomm Incorporated 2026 Director Compensation Plan. Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) March 17, 2029 (2) death, (3) disability, or (4) a change in control. If an election is made to settle the units partially in cash, such partial cash settlement will be reported on a subsequent Form 4 (if applicable) as a disposition to the Issuer on the settlement date.
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 |
|---|---|---|---|---|---|---|
| December 07, 2017 Filed Dec 11, 2017 22:14 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 15,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003832 · primarydocument.xml · nonDerivative · entry 1 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,142 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 · shares: Each Restricted Stock Unit ("RSU"') represents a contingent right to receive one share of HP common stock. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 20:40 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 7,146 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-17-003423 · primarydocument.xml · derivative · entry 3 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,683 Underlying: Common Stock · 7,146 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU') represents a contingent right to receive one share of HP common stock. F2 · shares: On 10/30/15 the reporting person was granted 20,048 restricted stock units ("RSUs"), 6,682 of which vested on 10/30/2016, 6,683 of which vested on 10/30/2017 and 6,683 of which will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 463 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F2 · price: On 10/30/15 the reporting person was granted 20,048 restricted stock units ("RSUs"), 6,682 of which vested on 10/30/2016, 6,683 of which vested on 10/30/2017 and 6,683 of which will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 463 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F2 · derivative.exercise_date: On 10/30/15 the reporting person was granted 20,048 restricted stock units ("RSUs"), 6,682 of which vested on 10/30/2016, 6,683 of which vested on 10/30/2017 and 6,683 of which will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 463 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F2 · derivative.expiration_date: On 10/30/15 the reporting person was granted 20,048 restricted stock units ("RSUs"), 6,682 of which vested on 10/30/2016, 6,683 of which vested on 10/30/2017 and 6,683 of which will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 463 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F2 · derivative.underlying_shares: On 10/30/15 the reporting person was granted 20,048 restricted stock units ("RSUs"), 6,682 of which vested on 10/30/2016, 6,683 of which vested on 10/30/2017 and 6,683 of which will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 463 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F3 · balance_after: The share amounts reported reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 20:40 UTC | HP INC HPQ · Entity 642 | Tax withholdingCommon Stock | 1,955 | $21.39 | $41,817.45 |
DisclosureSEC source: 0001562180-17-003423 · primarydocument.xml · nonDerivative · entry 2 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,191 Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 20:40 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 7,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003423 · primarydocument.xml · nonDerivative · entry 1 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,146 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 · price: Each restricted stock unit ("RSU') represents a contingent right to receive one share of HP common stock. Read SEC document |
| September 21, 2017 Filed Sep 22, 2017 21:24 UTC | HP INC HPQ · Entity 642 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,025 | $0.00 Strike: $12.47 | $0.00 |
DisclosureSEC source: 0001562180-17-002999 · primarydocument.xml · derivative · entry 3 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,100 Underlying: Common Stock · 10,025 shares Expires 2023-10-29 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_date: On October 30, 2015, the Reporting Person was granted an option to purchase 60,150 shares, vesting 1/3 annually on the anniversary of the grant date. F2 · derivative.expiration_date: This option is no longer exercisable following this date. Read SEC document |
| September 21, 2017 Filed Sep 22, 2017 21:24 UTC | HP INC HPQ · Entity 642 | SaleCommon Stock | 10,025 | $19.75 | $197,993.75 |
DisclosureSEC source: 0001562180-17-002999 · primarydocument.xml · nonDerivative · entry 2 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 21, 2017 Filed Sep 22, 2017 21:24 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 10,025 | $12.47 | $125,011.75 |
DisclosureSEC source: 0001562180-17-002999 · primarydocument.xml · nonDerivative · entry 1 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,025 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 |
| September 15, 2017 Filed Sep 18, 2017 20:26 UTC | HP INC HPQ · Entity 642 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,025 | $0.00 Strike: $12.47 | $0.00 |
DisclosureSEC source: 0001562180-17-002965 · primarydocument.xml · derivative · entry 3 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,125 Underlying: Common Stock · 10,025 shares Expires 2023-10-29 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_date: On October 30, 2015, the Reporting Person was granted an option to purchase 60,150 shares, vesting 1/3 annually on the anniversary of the grant date. F2 · derivative.expiration_date: This option is no longer exercisable following this date. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 20:26 UTC | HP INC HPQ · Entity 642 | SaleCommon Stock | 10,025 | $19.50 | $195,487.50 |
DisclosureSEC source: 0001562180-17-002965 · primarydocument.xml · nonDerivative · entry 2 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 20:26 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 10,025 | $12.47 | $125,011.75 |
DisclosureSEC source: 0001562180-17-002965 · primarydocument.xml · nonDerivative · entry 1 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,025 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 |
| September 05, 2017 Filed Sep 7, 2017 22:06 UTC | HP INC HPQ · Entity 642 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,752 | $0.00 Strike: $12.49 | $0.00 |
DisclosureSEC source: 0001562180-17-002916 · primarydocument.xml · derivative · entry 3 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,752 shares Expires 2021-12-10 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_date: This option became exercisable beginning on this date. F2 · derivative.expiration_date: This option is no longer exercisable following this date. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 22:06 UTC | HP INC HPQ · Entity 642 | SaleCommon Stock | 11,752 | $19.25 | $226,226.00 |
DisclosureSEC source: 0001562180-17-002916 · primarydocument.xml · nonDerivative · entry 2 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 22:06 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 11,752 | $12.49 | $146,782.48 |
DisclosureSEC source: 0001562180-17-002916 · primarydocument.xml · nonDerivative · entry 1 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,752 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 28, 2017 Filed Jun 30, 2017 20:57 UTC | HP INC HPQ · Entity 642 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,498 | $0.00 Strike: $13.15 | $0.00 |
DisclosureSEC source: 0001562180-17-002348 · primarydocument.xml · derivative · entry 5 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,498 shares Expires 2019-12-06 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: This option became fully vested and exercisable on 12/7/2014. F2 · derivative.expiration_date: This option is no longer exercisable following this date. Read SEC document |
| June 28, 2017 Filed Jun 30, 2017 20:57 UTC | HP INC HPQ · Entity 642 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,621 | $0.00 Strike: $10.92 | $0.00 |
DisclosureSEC source: 0001562180-17-002348 · primarydocument.xml · derivative · entry 4 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,621 shares Expires 2019-09-26 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_date: This option became fully vested and exercisable on 9/27/2014. F2 · derivative.expiration_date: This option is no longer exercisable following this date. Read SEC document |
| June 28, 2017 Filed Jun 30, 2017 20:57 UTC | HP INC HPQ · Entity 642 | SaleCommon Stock | 12,119 | $18.07 | $218,990.33 |
DisclosureSEC source: 0001562180-17-002348 · primarydocument.xml · nonDerivative · entry 3 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 28, 2017 Filed Jun 30, 2017 20:57 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 6,498 | $13.15 | $85,448.70 |
DisclosureSEC source: 0001562180-17-002348 · primarydocument.xml · nonDerivative · entry 2 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,119 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 28, 2017 Filed Jun 30, 2017 20:57 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 5,621 | $10.92 | $61,381.32 |
DisclosureSEC source: 0001562180-17-002348 · primarydocument.xml · nonDerivative · entry 1 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,621 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 |
| February 24, 2017 Filed Feb 28, 2017 00:51 UTC | HP INC HPQ · Entity 642 | SaleCommon Stock | 36,941 | $17.63 | $651,269.83 |
DisclosureSEC source: 0001562180-17-000937 · primarydocument.xml · nonDerivative · entry 1 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.61-$17.635, inclusive. 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 11, 2016 Filed Feb 10, 2017 22:38 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Unit · Derivative | 4,228 | $15.78 | $66,717.84 |
DisclosureSEC source: 0001562180-17-000615 · primarydocument.xml · derivative · entry 3 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,228 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 a contingent right to receive one share of HP common stock. F2 · derivative.exercise_date: On 12/11/2013 the reporting person was granted 11,757 RSUs, 3,919 of which vested on each of 12/11/2014, 9/17/2015 and 12/11/2016. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 309 vested dividend equivalent rights. F2 · derivative.expiration_date: On 12/11/2013 the reporting person was granted 11,757 RSUs, 3,919 of which vested on each of 12/11/2014, 9/17/2015 and 12/11/2016. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 309 vested dividend equivalent rights. Read SEC document |
| December 11, 2016 Filed Feb 10, 2017 22:38 UTC | HP INC HPQ · Entity 642 | Tax withholdingCommon Stock | 1,157 | $15.78 | $18,257.46 |
DisclosureSEC source: 0001562180-17-000615 · primarydocument.xml · nonDerivative · entry 2 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,941 Read SEC document |
| December 11, 2016 Filed Feb 10, 2017 22:38 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 4,228 | $15.78 | $66,717.84 |
DisclosureSEC source: 0001562180-17-000615 · primarydocument.xml · nonDerivative · entry 1 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,098 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 |
| December 10, 2016 Filed Dec 14, 2016 01:16 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 2,983 | $15.78 | $47,071.74 |
DisclosureSEC source: 0001562180-16-003763 · primarydocument.xml · derivative · entry 6 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,826 Underlying: Common Stock · 2,983 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 a contingent right to receive one share of HP common stock. F3 · derivative.exercise_date: On 12/10/2014 the reporting person was granted 8,475 RSUs, 2,825 of which vested on each of 12/10/2015 and 12/10/2016, and 2,825 of which will vest on 12/10/2017. Dividend equivalent units accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 158 vested dividend equivalent units. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F3 · derivative.expiration_date: On 12/10/2014 the reporting person was granted 8,475 RSUs, 2,825 of which vested on each of 12/10/2015 and 12/10/2016, and 2,825 of which will vest on 12/10/2017. Dividend equivalent units accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 158 vested dividend equivalent units. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. Read SEC document |
| December 10, 2016 Filed Dec 14, 2016 01:16 UTC | HP INC HPQ · Entity 642 | Tax withholdingCommon Stock | 817 | $15.78 | $12,892.26 |
DisclosureSEC source: 0001562180-16-003763 · primarydocument.xml · nonDerivative · entry 4 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,870 Read SEC document |
| December 10, 2016 Filed Dec 14, 2016 01:16 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 2,983 | $15.78 | $47,071.74 |
DisclosureSEC source: 0001562180-16-003763 · primarydocument.xml · nonDerivative · entry 3 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,687 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 |
| December 09, 2016 Filed Dec 14, 2016 01:16 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Unit · Derivative | 20,016 | $15.78 | $315,852.48 |
DisclosureSEC source: 0001562180-16-003763 · primarydocument.xml · derivative · entry 5 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,536 Underlying: Common Stock · 20,016 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 a contingent right to receive one share of HP common stock. F2 · derivative.exercise_date: On 12/9/2015 the reporting person was granted 57,803 RSUs, 19,267 of which vested on 12/9/2016, 19,268 of which will vest on each of 12/9/2017 and 12/9/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 749 vested dividend equivalent rights. F2 · derivative.expiration_date: On 12/9/2015 the reporting person was granted 57,803 RSUs, 19,267 of which vested on 12/9/2016, 19,268 of which will vest on each of 12/9/2017 and 12/9/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 749 vested dividend equivalent rights. Read SEC document |
| December 09, 2016 Filed Dec 14, 2016 01:16 UTC | HP INC HPQ · Entity 642 | Tax withholdingCommon Stock | 5,475 | $15.78 | $86,395.50 |
DisclosureSEC source: 0001562180-16-003763 · primarydocument.xml · nonDerivative · entry 2 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,704 Read SEC document |
| December 09, 2016 Filed Dec 14, 2016 01:16 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 20,016 | $15.78 | $315,852.48 |
DisclosureSEC source: 0001562180-16-003763 · primarydocument.xml · nonDerivative · entry 1 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,179 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 |
| December 07, 2016 Filed Dec 10, 2016 01:13 UTC | HP INC HPQ · Entity 642 | GrantRestricted Stock Units · Derivative | 46,440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-16-003729 · primarydocument.xml · derivative · entry 1 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,440 Underlying: Common Stock · 46,440 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F2 · shares: On 12/07/16 the reporting person was granted 46,440 RSUs, vesting in three equal annual installments beginning 1 year from the grant date. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on the HP common stock. F2 · price: On 12/07/16 the reporting person was granted 46,440 RSUs, vesting in three equal annual installments beginning 1 year from the grant date. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on the HP common stock. F2 · derivative.exercise_date: On 12/07/16 the reporting person was granted 46,440 RSUs, vesting in three equal annual installments beginning 1 year from the grant date. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on the HP common stock. F2 · derivative.expiration_date: On 12/07/16 the reporting person was granted 46,440 RSUs, vesting in three equal annual installments beginning 1 year from the grant date. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on the HP common stock. Read SEC document |
| October 30, 2016 Filed Nov 1, 2016 21:12 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 6,942 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-16-003332 · primarydocument.xml · derivative · entry 3 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,366 Underlying: Common Stock · 6,942 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 a contingent right to receive one share of HP common stock. F2 · shares: On 10/30/2015 the reporting person was granted 20,048 RSUs, 6,682 of which vested on 10/30/2016 and 6,683 of which will vest on 10/30/2017 and 6,683 will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 260 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F3 · shares: The share amounts reported reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F2 · price: On 10/30/2015 the reporting person was granted 20,048 RSUs, 6,682 of which vested on 10/30/2016 and 6,683 of which will vest on 10/30/2017 and 6,683 will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 260 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F2 · derivative.exercise_date: On 10/30/2015 the reporting person was granted 20,048 RSUs, 6,682 of which vested on 10/30/2016 and 6,683 of which will vest on 10/30/2017 and 6,683 will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 260 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F2 · derivative.expiration_date: On 10/30/2015 the reporting person was granted 20,048 RSUs, 6,682 of which vested on 10/30/2016 and 6,683 of which will vest on 10/30/2017 and 6,683 will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 260 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F2 · derivative.underlying_shares: On 10/30/2015 the reporting person was granted 20,048 RSUs, 6,682 of which vested on 10/30/2016 and 6,683 of which will vest on 10/30/2017 and 6,683 will vest on 10/30/2018. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 260 vested dividend equivalent rights. The amounts reflected in this footnote reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. F3 · derivative.underlying_shares: The share amounts reported reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. Read SEC document |
| October 30, 2016 Filed Nov 1, 2016 21:12 UTC | HP INC HPQ · Entity 642 | Tax withholdingCommon Stock | 1,900 | $14.09 | $26,771.00 |
DisclosureSEC source: 0001562180-16-003332 · primarydocument.xml · nonDerivative · entry 2 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,163 Read SEC document |
| October 30, 2016 Filed Nov 1, 2016 21:12 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 6,942 | $14.09 | $97,812.78 |
DisclosureSEC source: 0001562180-16-003332 · primarydocument.xml · nonDerivative · entry 1 MYERS MARIE · CIK 0001656326 · Global Controller, HFS & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,063 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.