Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON PROPERTIES LTD PARTNERSHIPN/A · Entity 41445 | Director | May 31, 2023 | June 02, 2023 |
| BXP, Inc.BXP · Entity 3450 | Director | March 31, 2024 | April 01, 2024 |
| Blackstone Inc.BX · Entity 2861 | Director | May 13, 2024 | May 15, 2024 |
| Bloom Energy CorpBE · Entity 2659 | Director | February 08, 2019 | February 12, 2019 |
| CATERPILLAR INCCAT · Entity 2808 | Director | June 14, 2023 | June 15, 2023 |
| NEWS CORPNWS · Entity 3322 | Director | October 09, 2024 | October 11, 2024 |
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.
BOSTON PROPERTIES LTD PARTNERSHIP
Report date May 31, 2023 · Filed June 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 10,075 |
Reported balance
After 2023-05-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-05-31 · Grant · Acquired 3,390 · Balance 10,075 F1: Represents units of limited partnership interest in the Issuer issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. F2: The 3,390 LTIP Units will vest on the earlier of (i) May 31, 2024 and (ii) the date of BXP's 2024 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents units of limited partnership interest in the Issuer issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date.
F2: The 3,390 LTIP Units will vest on the earlier of (i) May 31, 2024 and (ii) the date of BXP's 2024 annual meeting of stockholders.
BXP, Inc.
Report date March 31, 2024 · Filed April 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,028.31 |
Reported balance
After 2024-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-31 · Grant · Acquired 555.05 · Balance 8,028.31 F1: The Phantom Stock Units convert to Boston Properties, Inc. common stock on a 1-for-1 basis. F2: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may make one or more elections to convert a portion (but only in 25% increments) of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. These elections may only be made after the director's service on the BXP Board of Directors ends. Amounts notionally invested in measurement funds will be settled in cash instead of BXP common stock. F3: Includes 103.18 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on January 30, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The Phantom Stock Units convert to Boston Properties, Inc. common stock on a 1-for-1 basis.
F2: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may make one or more elections to convert a portion (but only in 25% increments) of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. These elections may only be made after the director's service on the BXP Board of Directors ends. Amounts notionally invested in measurement funds will be settled in cash instead of BXP common stock.
F3: Includes 103.18 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on January 30, 2024.
Blackstone Inc.
Report date May 13, 2024 · Filed May 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,216 |
Reported balance
After 2024-05-13 transaction · row 1
1 source rowRow 1 · 2024-05-13 · Grant · Acquired 1,702 · Balance 18,216 F1: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on May 13, 2025 subject to the Reporting Person's continued service on the board of directors of Blackstone Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on May 13, 2025 subject to the Reporting Person's continued service on the board of directors of Blackstone Inc.
Bloom Energy Corp
Report date February 08, 2019 · Filed February 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,445 |
Reported balance
After 2019-02-08 transaction · row 1
1 source rowRow 1 · 2019-02-08 · Conversion · Acquired 4,445 · Balance 4,445 F1: Conversion of derivative security pursuant to its terms. |
| Restricted Stock Units (RSU)(Class B Common Stock)SEC Table II · derivative / convertible security | Direct | 8,889 |
Reported balance
After 2019-02-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-02-08 · Exercise / conversion · Disposed 4,445 · Balance 8,889 F2: Each RSU represents a contingent right to receive 1 share of the issuer's Class B Common Stock upon settlement. F3: All the outstanding shares of our Class B common stock will convert automatically into shares of our Class A common stock upon the occurrence of certain events. In addition, Class B common stock may be converted into shares of Class A common stock at any time at the election of the holder. Following such conversion, each share of Class A common stock will have one vote per share and the rights of the holders of all outstanding common stock will be identical. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 4,445 |
Reported balance
After 2019-02-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-08 · Exercise / conversion · Acquired 4,445 · Balance 4,445 F3: All the outstanding shares of our Class B common stock will convert automatically into shares of our Class A common stock upon the occurrence of certain events. In addition, Class B common stock may be converted into shares of Class A common stock at any time at the election of the holder. Following such conversion, each share of Class A common stock will have one vote per share and the rights of the holders of all outstanding common stock will be identical. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-02-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-02-08 · Conversion · Disposed 4,445 · Balance 0 F3: All the outstanding shares of our Class B common stock will convert automatically into shares of our Class A common stock upon the occurrence of certain events. In addition, Class B common stock may be converted into shares of Class A common stock at any time at the election of the holder. Following such conversion, each share of Class A common stock will have one vote per share and the rights of the holders of all outstanding common stock will be identical. F1: Conversion of derivative security pursuant to its terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion of derivative security pursuant to its terms.
F2: Each RSU represents a contingent right to receive 1 share of the issuer's Class B Common Stock upon settlement.
F3: All the outstanding shares of our Class B common stock will convert automatically into shares of our Class A common stock upon the occurrence of certain events. In addition, Class B common stock may be converted into shares of Class A common stock at any time at the election of the holder. Following such conversion, each share of Class A common stock will have one vote per share and the rights of the holders of all outstanding common stock will be identical.
CATERPILLAR INC
Report date June 14, 2023 · Filed June 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,113 |
Reported balance
After 2023-06-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-14 · Grant · Acquired 698 · Balance 6,113 F1: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes adjustments for dividends accrued.
NEWS CORP
Report date October 09, 2024 · Filed October 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-10-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-10-09 · Exercise / conversion · Acquired 12 · Balance 12 F1: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. Row 2 · 2024-10-09 · Disposition to issuer · Disposed 12 · Balance 0 |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 48,491 |
Reported balance
After 2024-10-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-10-09 · Grant · Acquired 180 · Balance 48,491 F2: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F3: Represents dividend equivalents accrued with respect to deferred stock units previously granted, which become payable in cash upon vesting of the underlying deferred stock units. F4: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 48,479 |
Reported balance
After 2024-10-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-10-09 · Exercise / conversion · Disposed 12 · Balance 48,479 F2: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F1: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. F5: The deferred stock units, which represent dividend equivalents accrued on deferred stock units held as of the dividend record date that vested on October 1, 2024, became payable in cash on the dividend payment date of October 9, 2024. F4: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. |
Filing footnotes · ownership attribution and instrument terms
F1: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock.
F2: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock.
F3: Represents dividend equivalents accrued with respect to deferred stock units previously granted, which become payable in cash upon vesting of the underlying deferred stock units.
F4: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director.
F5: The deferred stock units, which represent dividend equivalents accrued on deferred stock units held as of the dividend record date that vested on October 1, 2024, became payable in cash on the dividend payment date of October 9, 2024.
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 |
|---|---|---|---|---|---|---|
| April 03, 2023 Filed Apr 4, 2023 16:20 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionDeferred Stock Units · Derivative | 2,491 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564708-23-000103 · wf-form4_168063960181927.xml · derivative · entry 3 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,424 Underlying: Class A Common Stock · 2,491 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. F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F1 · price: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. F3 · derivative.exercise_date: The deferred stock units became payable in cash on April 3, 2023, the first trading day of the quarter five years following the grant. F3 · derivative.expiration_date: The deferred stock units became payable in cash on April 3, 2023, the first trading day of the quarter five years following the grant. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 16:20 UTC | NEWS CORP NWS · Entity 3322 | Disposition to issuerClass A Common Stock | 2,491 | $17.42 | $43,393.22 |
DisclosureSEC source: 0001564708-23-000103 · wf-form4_168063960181927.xml · nonDerivative · entry 2 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 16:20 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionClass A Common Stock | 2,491 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564708-23-000103 · wf-form4_168063960181927.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,491 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: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:52 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 623.61 | $54.12 | $33,749.77 |
DisclosureSEC source: 0001246991-23-000151 · wf-form4_168055512772454.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,685.09 Underlying: Common Stock, par value $0.01 · 623.61 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units convert to Common Stock on a 1-for-1 basis F2 · derivative.exercise_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the BXP Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of BXP common stock. F2 · derivative.expiration_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the BXP Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of BXP common stock. F3 · balance_after: Includes 67.79 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on January 30, 2023. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 16:20 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,390 | $18.30 | $43,737.00 |
DisclosureSEC source: 0001567619-23-000445 · doc1.xml · derivative · entry 4 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,915 Underlying: Class A Common Stock · 2,390 shares Expires not disclosed F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F5 · derivative.exercise_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F5 · derivative.expiration_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 16:20 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionDeferred Stock Units · Derivative | 2,351 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-23-000445 · doc1.xml · derivative · entry 3 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,525 Underlying: Class A Common Stock · 2,351 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. F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F1 · price: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. F3 · derivative.exercise_date: The deferred stock units became payable in cash on January 3, 2023, the first trading day of the quarter five years following the grant. F3 · derivative.expiration_date: The deferred stock units became payable in cash on January 3, 2023, the first trading day of the quarter five years following the grant. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 16:20 UTC | NEWS CORP NWS · Entity 3322 | Disposition to issuerClass A Common Stock | 2,351 | $18.30 | $43,023.30 |
DisclosureSEC source: 0001567619-23-000445 · doc1.xml · nonDerivative · entry 2 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 16:20 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionClass A Common Stock | 2,351 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-23-000445 · doc1.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,351 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: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 19:06 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 499.41 | $67.58 | $33,750.13 |
DisclosureSEC source: 0001246991-23-000014 · wf-form4_167277276228041.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,993.69 Underlying: Common Stock, par value $0.01 · 499.41 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units convert to Common Stock on a 1-for-1 basis F2 · derivative.exercise_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the BXP Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of BXP common stock. F2 · derivative.expiration_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the BXP Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of BXP common stock. F3 · balance_after: Includes 59.78 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on October 31, 2022. Read SEC document |
| October 12, 2022 Filed Oct 13, 2022 16:13 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionDeferred Stock Units · Derivative | 18 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-018484 · doc1.xml · derivative · entry 4 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,876 Underlying: Class A Common Stock · 18 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. F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F1 · price: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. F5 · derivative.exercise_date: The deferred stock units, which represent dividend equivalents accrued on deferred stock units held as of the dividend record date that vested on October 3, 2022, became payable in cash on the dividend payment date of October 12, 2022. F5 · derivative.expiration_date: The deferred stock units, which represent dividend equivalents accrued on deferred stock units held as of the dividend record date that vested on October 3, 2022, became payable in cash on the dividend payment date of October 12, 2022. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| October 12, 2022 Filed Oct 13, 2022 16:13 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 350 | $15.46 | $5,411.00 |
DisclosureSEC source: 0001567619-22-018484 · doc1.xml · derivative · entry 3 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,894 Underlying: Class A Common Stock · 350 shares Expires not disclosed F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F3 · derivative.exercise_date: Represents dividend equivalents accrued with respect to deferred stock units previously granted, which become payable in cash upon vesting of the underlying deferred stock units. F3 · derivative.expiration_date: Represents dividend equivalents accrued with respect to deferred stock units previously granted, which become payable in cash upon vesting of the underlying deferred stock units. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| October 12, 2022 Filed Oct 13, 2022 16:13 UTC | NEWS CORP NWS · Entity 3322 | Disposition to issuerClass A Common Stock | 18 | $15.46 | $278.28 |
DisclosureSEC source: 0001567619-22-018484 · doc1.xml · nonDerivative · entry 2 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 12, 2022 Filed Oct 13, 2022 16:13 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionClass A Common Stock | 18 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-018484 · doc1.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18 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: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 16:11 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,799 | $15.63 | $43,748.37 |
DisclosureSEC source: 0001567619-22-018125 · doc1.xml · derivative · entry 4 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,544 Underlying: Class A Common Stock · 2,799 shares Expires not disclosed F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F5 · derivative.exercise_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F5 · derivative.expiration_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 16:11 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionDeferred Stock Units · Derivative | 2,888 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-018125 · doc1.xml · derivative · entry 3 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,745 Underlying: Class A Common Stock · 2,888 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. F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F1 · price: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. F3 · derivative.exercise_date: The deferred stock units became payable in cash on October 3, 2022, the first trading day of the quarter five years following the grant. F3 · derivative.expiration_date: The deferred stock units became payable in cash on October 3, 2022, the first trading day of the quarter five years following the grant. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 16:11 UTC | NEWS CORP NWS · Entity 3322 | Disposition to issuerClass A Common Stock | 2,888 | $15.63 | $45,139.44 |
DisclosureSEC source: 0001567619-22-018125 · doc1.xml · nonDerivative · entry 2 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 16:11 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionClass A Common Stock | 2,888 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-018125 · doc1.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,888 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: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 19:39 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 450.18 | $74.97 | $33,749.99 |
DisclosureSEC source: 0001246991-22-000228 · wf-form4_166482596950258.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,434.5 Underlying: Common Stock, par value $0.01 · 450.18 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units convert to Common Stock on a 1-for-1 basis F2 · derivative.exercise_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the BXP Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of BXP common stock. F2 · derivative.expiration_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the BXP Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of BXP common stock. F3 · balance_after: Includes 42.38 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on July 29, 2022. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 16:13 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,777 | $15.75 | $43,737.75 |
DisclosureSEC source: 0001567619-22-013716 · doc1.xml · derivative · entry 4 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,633 Underlying: Class A Common Stock · 2,777 shares Expires not disclosed F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F5 · derivative.exercise_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F5 · derivative.expiration_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 16:13 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionDeferred Stock Units · Derivative | 2,786 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-013716 · doc1.xml · derivative · entry 3 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,856 Underlying: Class A Common Stock · 2,786 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. F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F1 · price: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. F3 · derivative.exercise_date: The deferred stock units became payable in cash on July 1, 2022, the first trading day of the quarter five years following the grant. F3 · derivative.expiration_date: The deferred stock units became payable in cash on July 1, 2022, the first trading day of the quarter five years following the grant. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 16:13 UTC | NEWS CORP NWS · Entity 3322 | Disposition to issuerClass A Common Stock | 2,786 | $15.75 | $43,879.50 |
DisclosureSEC source: 0001567619-22-013716 · doc1.xml · nonDerivative · entry 2 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 16:13 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionClass A Common Stock | 2,786 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-013716 · doc1.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,786 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: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 18:32 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 353.92 | $88.98 | $31,491.80 |
DisclosureSEC source: 0001246991-22-000203 · wf-form4_165704596105709.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,941.94 Underlying: Common Stock, par value $0.01 · 353.92 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units convert to Common Stock on a 1-for-1 basis F2 · derivative.exercise_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the BXP Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of BXP common stock. F2 · derivative.expiration_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. ("BXP") 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of BXP common stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the reporting person's election, following the reporting person's retirement from the BXP Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from BXP common stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the BXP Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of BXP common stock. F3 · balance_after: Includes 29.65 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on April 29, 2022. Read SEC document |
| June 08, 2022 Filed Jun 9, 2022 22:56 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 816 | $229.80 | $187,516.80 |
DisclosureSEC source: 0000018230-22-000133 · wf-form4_165481534572392.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,363 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| May 26, 2022 Filed May 31, 2022 20:29 UTC | BOSTON PROPERTIES LTD PARTNERSHIP N/A · Entity 41445 | GrantLTIP Units · Derivative | 1,504 | $0.25 | $376.00 |
DisclosureSEC source: 0001246991-22-000174 · wf-form4_165402895206407.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,685 Underlying: Common OP Units · 1,504 shares Expires not disclosed F1 · security: Represents units of limited partnership interest in the Issuer issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. F1 · derivative.exercise_price: Represents units of limited partnership interest in the Issuer issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. F1 · derivative.exercise_date: Represents units of limited partnership interest in the Issuer issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. F2 · derivative.exercise_date: The 1,504 LTIP Units will vest on the earlier of (i) May 26, 2023 and (ii) the date of BXP's 2023 annual meeting of stockholders. F1 · derivative.expiration_date: Represents units of limited partnership interest in the Issuer issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of BXP's common stock, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. Read SEC document |
| May 26, 2022 Filed May 31, 2022 20:29 UTC | BXP, Inc. BXP · Entity 3450 | GrantLTIP Units · Derivative | 1,504 | $0.25 | $376.00 |
DisclosureSEC source: 0001246991-22-000173 · wf-form4_165402891938392.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,685 Underlying: Common Stock, par value $0.01 · 1,504 shares Expires not disclosed F1 · security: Represents units of limited partnership interest in Boston Properties Limited Partnership ("BPLP"), of which the Issuer is the general partner, issued pursuant to the Issuer's equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of BPLP or the holder, into a common unit of limited partnership interest in BPLP ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's common stock, except that the Issuer may, at its election, acquire each Common OP Unit so presented for one share of common stock. LTIP Units have no expiration date. F1 · derivative.exercise_price: Represents units of limited partnership interest in Boston Properties Limited Partnership ("BPLP"), of which the Issuer is the general partner, issued pursuant to the Issuer's equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of BPLP or the holder, into a common unit of limited partnership interest in BPLP ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's common stock, except that the Issuer may, at its election, acquire each Common OP Unit so presented for one share of common stock. LTIP Units have no expiration date. F1 · derivative.exercise_date: Represents units of limited partnership interest in Boston Properties Limited Partnership ("BPLP"), of which the Issuer is the general partner, issued pursuant to the Issuer's equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of BPLP or the holder, into a common unit of limited partnership interest in BPLP ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's common stock, except that the Issuer may, at its election, acquire each Common OP Unit so presented for one share of common stock. LTIP Units have no expiration date. F2 · derivative.exercise_date: The 1,504 LTIP Units will vest on the earlier of (i) May 26, 2023 and (ii) the date of the Issuer's 2023 annual meeting of stockholders. F1 · derivative.expiration_date: Represents units of limited partnership interest in Boston Properties Limited Partnership ("BPLP"), of which the Issuer is the general partner, issued pursuant to the Issuer's equity based incentive programs ("LTIP Units"). Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of BPLP or the holder, into a common unit of limited partnership interest in BPLP ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's common stock, except that the Issuer may, at its election, acquire each Common OP Unit so presented for one share of common stock. LTIP Units have no expiration date. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:08 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029406 · doc4.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,989 F1 · kind: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on May 13, 2023 subject to the Reporting Person's continued service on the board of directors of Blackstone Inc. Read SEC document |
| April 13, 2022 Filed Apr 14, 2022 16:04 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionDeferred Stock Units · Derivative | 14 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-008536 · doc1.xml · derivative · entry 4 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,642 Underlying: Class A Common Stock · 14 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. F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F1 · price: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. F5 · derivative.exercise_date: The deferred stock units, which represent dividend equivalents accrued on deferred stock units held as of the dividend record date that vested on April 1, 2022, became payable in cash on the dividend payment date of April 13, 2022. F5 · derivative.expiration_date: The deferred stock units, which represent dividend equivalents accrued on deferred stock units held as of the dividend record date that vested on April 1, 2022, became payable in cash on the dividend payment date of April 13, 2022. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| April 13, 2022 Filed Apr 14, 2022 16:04 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 258 | $20.96 | $5,407.68 |
DisclosureSEC source: 0001567619-22-008536 · doc1.xml · derivative · entry 3 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,656 Underlying: Class A Common Stock · 258 shares Expires not disclosed F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F3 · derivative.exercise_date: Represents dividend equivalents accrued with respect to deferred stock units previously granted, which become payable in cash upon vesting of the underlying deferred stock units. F3 · derivative.expiration_date: Represents dividend equivalents accrued with respect to deferred stock units previously granted, which become payable in cash upon vesting of the underlying deferred stock units. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| April 13, 2022 Filed Apr 14, 2022 16:04 UTC | NEWS CORP NWS · Entity 3322 | Disposition to issuerClass A Common Stock | 14 | $20.96 | $293.44 |
DisclosureSEC source: 0001567619-22-008536 · doc1.xml · nonDerivative · entry 2 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 13, 2022 Filed Apr 14, 2022 16:04 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionClass A Common Stock | 14 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-008536 · doc1.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14 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: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:18 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 1,994 | $21.93 | $43,728.42 |
DisclosureSEC source: 0001567619-22-008092 · doc1.xml · derivative · entry 4 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,398 Underlying: Class A Common Stock · 1,994 shares Expires not disclosed F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F5 · derivative.exercise_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F5 · derivative.expiration_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:18 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionDeferred Stock Units · Derivative | 3,009 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-008092 · doc1.xml · derivative · entry 3 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,404 Underlying: Class A Common Stock · 3,009 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. F2 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F1 · price: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. F3 · derivative.exercise_date: The deferred stock units became payable in cash on April 1, 2022, the first trading day of the quarter five years following the grant. F3 · derivative.expiration_date: The deferred stock units became payable in cash on April 1, 2022, the first trading day of the quarter five years following the grant. F4 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:18 UTC | NEWS CORP NWS · Entity 3322 | Disposition to issuerClass A Common Stock | 3,009 | $21.93 | $65,987.37 |
DisclosureSEC source: 0001567619-22-008092 · doc1.xml · nonDerivative · entry 2 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:18 UTC | NEWS CORP NWS · Entity 3322 | Exercise / conversionClass A Common Stock | 3,009 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-008092 · doc1.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,009 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: The deferred stock units were deemed to have settled for the cash value of an equivalent number of shares of News Corporation's Class A Common Stock. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 15:20 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 232.92 | $128.80 | $30,000.10 |
DisclosureSEC source: 0001246991-22-000149 · wf-form4_164882644277047.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,558.37 Underlying: Common Stock, par value $0.01 · 232.92 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units convert to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the Reporting Person's election, following the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from Common Stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of Common Stock. F2 · derivative.expiration_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the Reporting Person's election, following the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from Common Stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of Common Stock. F3 · balance_after: Includes 28.52 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on January 28, 2022. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 16:10 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 1,921 | $22.77 | $43,741.17 |
DisclosureSEC source: 0001567619-22-000502 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,413 Underlying: Class A Common Stock · 1,921 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F2 · derivative.expiration_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 15:03 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 260.46 | $115.18 | $29,999.78 |
DisclosureSEC source: 0001246991-22-000011 · wf-form4_164130859204355.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,296.93 Underlying: Common Stock, par value $0.01 · 260.46 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units convert to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the Reporting Person's election, following the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from Common Stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of Common Stock. F2 · derivative.expiration_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the Reporting Person's election, following the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from Common Stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of Common Stock. F3 · balance_after: Includes 25.96 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on October 29, 2021. Read SEC document |
| October 13, 2021 Filed Oct 15, 2021 16:11 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 211 | $23.88 | $5,038.68 |
DisclosureSEC source: 0001567619-21-018354 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,492 Underlying: Class A Common Stock · 211 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2 · derivative.exercise_date: Represents dividend equivalents accrued with respect to deferred stock units previously granted, which become payable in cash upon vesting of the underlying deferred stock units. F2 · derivative.expiration_date: Represents dividend equivalents accrued with respect to deferred stock units previously granted, which become payable in cash upon vesting of the underlying deferred stock units. F3 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 16:06 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 1,845 | $23.71 | $43,744.95 |
DisclosureSEC source: 0001567619-21-017923 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,281 Underlying: Class A Common Stock · 1,845 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F2 · derivative.expiration_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 17:57 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 276.88 | $108.35 | $29,999.95 |
DisclosureSEC source: 0001246991-21-000239 · wf-form4_163337022144311.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,010.51 Underlying: Common Stock, par value $0.01 · 276.88 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units convert to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of directorcash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the Reporting Person's election, following the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from Common Stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of Common Stock. F2 · derivative.expiration_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of directorcash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the Reporting Person's election, following the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from Common Stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of Common Stock. F3 · balance_after: Includes 22.63 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on July 30, 2021. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 16:14 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 1,673 | $26.14 | $43,732.22 |
DisclosureSEC source: 0001567619-21-013002 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,436 Underlying: Class A Common Stock · 1,673 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F2 · derivative.expiration_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:26 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 259 | $114.59 | $29,678.81 |
DisclosureSEC source: 0001246991-21-000217 · wf-form4_162517114481923.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,711 Underlying: Common Stock, par value $0.01 · 259 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units convert to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the Reporting Person's election, following the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from Common Stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of Common Stock. F2 · derivative.expiration_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2021 Stock Incentive Plan (the "2021 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the Reporting Person's election, following the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from Common Stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of Common Stock. F3 · balance_after: Includes 21.78 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on April 30, 2021. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 21:24 UTC | BOSTON PROPERTIES LTD PARTNERSHIP N/A · Entity 41445 | GrantLTIP Units · Derivative | 1,285 | $0.25 | $321.25 |
DisclosureSEC source: 0001246991-21-000191 · wf-form4_162258264544303.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,181 Underlying: Common OP Units · 1,285 shares Expires not disclosed F1 · security: Issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of common stock of BXP, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. F1 · derivative.exercise_price: Issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of common stock of BXP, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. F1 · derivative.exercise_date: Issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of common stock of BXP, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. F2 · derivative.exercise_date: The 1,285 LTIP Units will vest on the earlier of (i) May 27, 2022 and (ii) the date of Boston Properties, Inc.'s 2022 annual meeting of stockholders. F1 · derivative.expiration_date: Issued pursuant to Boston Properties, Inc.'s ("BXP"), the Issuer's general partner, equity based incentive programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Issuer ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of common stock of BXP, except that BXP may, at its election, acquire each Common OP Unit so presented for one share of BXP's common stock. LTIP Units have no expiration date. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 21:21 UTC | BXP, Inc. BXP · Entity 3450 | GrantLTIP Units · Derivative | 1,285 | $0.25 | $321.25 |
DisclosureSEC source: 0001246991-21-000185 · wf-form4_162258248252102.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,181 Underlying: Common Stock, par value $0.01 · 1,285 shares Expires not disclosed F1 · security: Represents units of limited partnership interest in Boston Properties Limited Partnership ("BPLP"), of which the Issuer is the general partner, issued pursuant to the Issuer's equity based incentive programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in BPLP ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's common stock, except that the Issuer may, at its election, acquire each Common OP Unit so presented for one share of common stock. LTIP Units have no expiration date. F1 · derivative.exercise_price: Represents units of limited partnership interest in Boston Properties Limited Partnership ("BPLP"), of which the Issuer is the general partner, issued pursuant to the Issuer's equity based incentive programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in BPLP ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's common stock, except that the Issuer may, at its election, acquire each Common OP Unit so presented for one share of common stock. LTIP Units have no expiration date. F1 · derivative.exercise_date: Represents units of limited partnership interest in Boston Properties Limited Partnership ("BPLP"), of which the Issuer is the general partner, issued pursuant to the Issuer's equity based incentive programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in BPLP ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's common stock, except that the Issuer may, at its election, acquire each Common OP Unit so presented for one share of common stock. LTIP Units have no expiration date. F2 · derivative.exercise_date: The 1,285 LTIP Units will vest on the earlier of (i) May 27, 2022 and (ii) the date of the Issuer's 2022 annual meeting of stockholders. F1 · derivative.expiration_date: Represents units of limited partnership interest in Boston Properties Limited Partnership ("BPLP"), of which the Issuer is the general partner, issued pursuant to the Issuer's equity based incentive programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in BPLP ("Common OP Unit"). Each Common OP Unit acquired upon conversion of an LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's common stock, except that the Issuer may, at its election, acquire each Common OP Unit so presented for one share of common stock. LTIP Units have no expiration date. Read SEC document |
| May 13, 2021 Filed May 14, 2021 19:19 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon Stock | 2,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032938 · doc4.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,989 F1 · kind: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on May 13, 2022 subject to the Reporting Person's continued service on the board of directors of The Blackstone Group Inc. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 16:11 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 179 | $26.14 | $4,679.06 |
DisclosureSEC source: 0001567619-21-008205 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,763 Underlying: Class A Common Stock · 179 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units previously granted. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in cash upon vesting of the underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in cash upon vesting of the underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 16:13 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 1,582 | $26.06 | $41,226.92 |
DisclosureSEC source: 0001567619-21-007611 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,584 Underlying: Class A Common Stock · 1,582 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F2 · derivative.expiration_date: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3 · balance_after: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 20:17 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 296.27 | $101.26 | $30,000.30 |
DisclosureSEC source: 0001246991-21-000146 · wf-form4_161739459456435.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,430.22 Underlying: Common Stock, par value $0.01 · 296.27 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units convert to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2012 Stock Option and Incentive Plan (the "2012 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the Reporting Person's election, following the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from Common Stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of Common Stock. F2 · derivative.expiration_date: The Phantom Stock Units are awarded under the Boston Properties, Inc. 2012 Stock Option and Incentive Plan (the "2012 Plan") to non-employee directors who elected to receive Phantom Stock Units in lieu of director cash compensation fees. The Phantom Stock Units are to be settled in shares of Common Stock (except that fractional units, if any, will be settled in cash) in a lump sum or in ten annual installments, at the Reporting Person's election, following the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. In addition, non-employee directors who elect a deferred payout following their retirement may elect to convert not less than 100% of their notional investment from Common Stock to a deemed investment in one or more measurement funds. This election may only be made after the director's service on the Board of Directors ends. A director's account that has been converted to measurement funds will be settled in cash instead of Common Stock. F3 · balance_after: Includes 22.51 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on January 28, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:48 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 683 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-21-000095 · wf-form4_161480086737333.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,499 F1 · balance_after: Includes adjustments for dividends accrued. 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.