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 |
|---|---|---|---|---|---|---|
| January 04, 2021 Filed Jan 5, 2021 16:07 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,271 | $18.16 | $41,241.36 |
DisclosureSEC source: 0001567619-21-000223 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,002 Underlying: Class A Common Stock · 2,271 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, 2020 Filed Jan 5, 2021 20:16 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 317.36 | $94.53 | $30,000.04 |
DisclosureSEC source: 0001246991-21-000008 · wf-form4_160987775419026.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,111.44 Underlying: Common Stock, par value $0.01 · 317.36 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 23.96 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person on October 30, 2020. Read SEC document |
| October 14, 2020 Filed Oct 15, 2020 16:10 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 296 | $14.31 | $4,235.76 |
DisclosureSEC source: 0001567619-20-017847 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,731 Underlying: Class A Common Stock · 296 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. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents 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 01, 2020 Filed Oct 2, 2020 16:07 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,909 | $14.18 | $41,249.62 |
DisclosureSEC source: 0001567619-20-017433 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,435 Underlying: Class A Common Stock · 2,909 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, 2020 Filed Oct 2, 2020 14:07 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 369.54 | $80.30 | $29,674.06 |
DisclosureSEC source: 0001246991-20-000212 · wf-form4_160164765756570.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770.12 Underlying: Common Stock, par value $0.01 · 369.54 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 15.24 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person when and as dividends were paid on the Issuer's Common Stock. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 16:20 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 3,414 | $12.08 | $41,241.12 |
DisclosureSEC source: 0001567619-20-012828 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,526 Underlying: Class A Common Stock · 3,414 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, 2020 Filed Jul 1, 2020 13:14 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 285.71 | $90.38 | $25,822.47 |
DisclosureSEC source: 0001246991-20-000198 · wf-form4_159360926800620.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,385.34 Underlying: Common Stock, par value $0.01 · 285.71 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 10.98 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person since the Reporting Person's last report when and as dividends were paid on the Issuer's Common Stock. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 18:34 UTC | BOSTON PROPERTIES LTD PARTNERSHIP N/A · Entity 41445 | GrantLTIP Units · Derivative | 1,709 | $0.25 | $427.25 |
DisclosureSEC source: 0001246991-20-000182 · wf-form4_159103644485088.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,896 Underlying: Common OP Units · 1,709 shares Expires not disclosed F1 · security: Issued purusant to Boston Properties, Inc.'s ("BPI"), 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 BPI, except that BPI may, at its election, acquire each Common OP Unit so presented for one share of BPI's Common Stock. LTIP Units have no expiration date. F1 · derivative.exercise_price: Issued purusant to Boston Properties, Inc.'s ("BPI"), 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 BPI, except that BPI may, at its election, acquire each Common OP Unit so presented for one share of BPI's Common Stock. LTIP Units have no expiration date. F1 · derivative.exercise_date: Issued purusant to Boston Properties, Inc.'s ("BPI"), 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 BPI, except that BPI may, at its election, acquire each Common OP Unit so presented for one share of BPI's Common Stock. LTIP Units have no expiration date. F2 · derivative.exercise_date: The 1,709 LTIP Units will vest on the earlier of (i) May 28, 2021 and (ii) the date of the Boston Properties, Inc.'s 2021 annual meeting of stockholders. F1 · derivative.expiration_date: Issued purusant to Boston Properties, Inc.'s ("BPI"), 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 BPI, except that BPI may, at its election, acquire each Common OP Unit so presented for one share of BPI's Common Stock. LTIP Units have no expiration date. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 18:31 UTC | BXP, Inc. BXP · Entity 3450 | GrantLTIP Units · Derivative | 1,709 | $0.25 | $427.25 |
DisclosureSEC source: 0001246991-20-000176 · wf-form4_159103630047960.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,896 Underlying: Common Stock, par value $0.01 · 1,709 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 1,709 LTIP Units will vest on the earlier of (i) May 28, 2021 and (ii) the date of the Issuer's 2021 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, 2020 Filed May 15, 2020 20:13 UTC | Blackstone Inc. BX · Entity 2861 | GrantClass A Common Stock | 4,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029889 · doc4.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,527 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, 2021 subject to the Reporting Person's continued service on the board of directors of The Blackstone Group Inc. Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 16:08 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 366 | $9.42 | $3,447.72 |
DisclosureSEC source: 0001567619-20-008099 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,112 Underlying: Class A Common Stock · 366 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. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents 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 01, 2020 Filed Apr 2, 2020 16:11 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 4,774 | $8.64 | $41,247.36 |
DisclosureSEC source: 0001567619-20-007403 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,746 Underlying: Class A Common Stock · 4,774 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, 2020 Filed Apr 2, 2020 14:41 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 284.61 | $92.23 | $26,249.58 |
DisclosureSEC source: 0001246991-20-000147 · wf-form4_158583848311476.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088.65 Underlying: Common Stock, par value $0.01 · 284.61 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. 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 5.45 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person when and as dividends were paid on the Issuer's Common Stock. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 23:31 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-20-000089 · wf-form4_158327828441834.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,768 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 16:02 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,856 | $14.44 | $41,240.64 |
DisclosureSEC source: 0001567619-20-000296 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,972 Underlying: Class A Common Stock · 2,856 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, 2019 Filed Jan 3, 2020 19:30 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 190.41 | $137.86 | $26,249.92 |
DisclosureSEC source: 0001246991-20-000008 · wf-form4_157807981768476.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 798.59 Underlying: Common Stock, par value $0.01 · 190.41 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. 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 4.18 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person when and as dividends were paid on the Issuer's Common Stock. Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 16:07 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 210 | $13.42 | $2,818.20 |
DisclosureSEC source: 0001567619-19-019735 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,116 Underlying: Class A Common Stock · 210 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. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents 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 01, 2019 Filed Oct 3, 2019 16:08 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,971 | $13.88 | $41,237.48 |
DisclosureSEC source: 0001567619-19-019207 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,906 Underlying: Class A Common Stock · 2,971 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, 2019 Filed Oct 2, 2019 16:35 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 202.45 | $129.66 | $26,249.67 |
DisclosureSEC source: 0001246991-19-000181 · wf-form4_157003410735612.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604 Underlying: Common Stock, par value $0.01 · 202.45 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 2.85 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person when and as dividends were paid on the Issuer's Common Stock. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 16:27 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 3,033 | $13.60 | $41,248.80 |
DisclosureSEC source: 0001567619-19-014272 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,935 Underlying: Class A Common Stock · 3,033 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, 2019 Filed Jul 2, 2019 18:33 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 181.53 | $129.00 | $23,417.37 |
DisclosureSEC source: 0001246991-19-000166 · wf-form4_156209240397089.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398.7 Underlying: Common Stock, par value $0.01 · 181.53 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 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 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 1.49 Phantom Stock Units received pursuant to dividend equivalent rights which were credited to the Reporting Person when and as dividends were paid on the Issuer's Common Stock. Read SEC document |
| May 29, 2019 Filed May 30, 2019 16:37 UTC | BXP, Inc. BXP · Entity 3450 | GrantLTIP Units · Derivative | 1,140 | $0.25 | $285.00 |
DisclosureSEC source: 0001246991-19-000145 · wf-form4_155923424263766.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,187 Underlying: Common Stock, par value $0.01 · 1,140 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 the Issuer's 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 the Issuer's 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 the Issuer's Common Stock. LTIP Units have no expiration date. F2 · derivative.exercise_date: The 1,140 LTIP Units will vest on the earlier of (i) May 29, 2020 and (ii) the date of the Issuer's 2020 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 the Issuer's Common Stock. LTIP Units have no expiration date. Read SEC document |
| May 29, 2019 Filed May 30, 2019 16:34 UTC | BOSTON PROPERTIES LTD PARTNERSHIP N/A · Entity 41445 | GrantLTIP Units · Derivative | 1,140 | $0.25 | $285.00 |
DisclosureSEC source: 0001246991-19-000139 · wf-form4_155923402712154.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,187 Underlying: Common OP Units · 1,140 shares Expires not disclosed F1 · security: Issued pursuant to Boston Properties, Inc.'s ("BPI"), 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 BPI, except that BPI may, at its election, acquire each Common OP Unit so presented for redemption for one share of common stock of BPI. LTIP Units have no expiration date. F1 · derivative.exercise_price: Issued pursuant to Boston Properties, Inc.'s ("BPI"), 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 BPI, except that BPI may, at its election, acquire each Common OP Unit so presented for redemption for one share of common stock of BPI. LTIP Units have no expiration date. F1 · derivative.exercise_date: Issued pursuant to Boston Properties, Inc.'s ("BPI"), 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 BPI, except that BPI may, at its election, acquire each Common OP Unit so presented for redemption for one share of common stock of BPI. LTIP Units have no expiration date. F2 · derivative.exercise_date: The 1,140 LTIP Units will vest on the earlier of (i) May 29, 2020 and (ii) the date of Boston Properties, Inc.'s 2020 annual meeting of stockholders. F1 · derivative.expiration_date: Issued pursuant to Boston Properties, Inc.'s ("BPI"), 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 BPI, except that BPI may, at its election, acquire each Common OP Unit so presented for redemption for one share of common stock of BPI. LTIP Units have no expiration date. Read SEC document |
| May 13, 2019 Filed May 15, 2019 18:18 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 5,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030127 · doc4.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,392 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted units will vest, and the underlying common units will be delivered, on May 13, 2020 subject to the Reporting Person's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. Read SEC document |
| April 17, 2019 Filed Apr 17, 2019 16:26 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 172 | $12.67 | $2,179.24 |
DisclosureSEC source: 0001567619-19-008887 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,902 Underlying: Class A Common Stock · 172 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. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents 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 01, 2019 Filed Apr 3, 2019 16:14 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 3,294 | $12.52 | $41,240.88 |
DisclosureSEC source: 0001567619-19-008311 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,730 Underlying: Class A Common Stock · 3,294 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, 2019 Filed Apr 2, 2019 19:42 UTC | BXP, Inc. BXP · Entity 3450 | GrantPhantom Stock Units · Derivative | 215.68 | $133.88 | $28,875.24 |
DisclosureSEC source: 0001246991-19-000104 · wf-form4_155423414711354.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215.68 Underlying: Common Stock, par value $0.01 · 215.68 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) upon the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. 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) upon the Reporting Person's retirement from the Boston Properties, Inc. Board of Directors. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 22:59 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 1,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-19-000099 · wf-form4_155191314924033.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,559 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 13:56 UTC | Bloom Energy Corp BE · Entity 2659 | ConversionClass B Common Stock · Derivative | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009219 · doc4.xml · derivative · entry 4 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,445 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 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 · kind: Conversion of derivative security pursuant to its terms. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 13:56 UTC | Bloom Energy Corp BE · Entity 2659 | Exercise / conversionClass B Common Stock · Derivative | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009219 · doc4.xml · derivative · entry 3 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,445 Underlying: Class A Common Stock · 4,445 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 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. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 13:56 UTC | Bloom Energy Corp BE · Entity 2659 | Exercise / conversionRestricted Stock Units (RSU)(Class B Common Stock) · Derivative | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009219 · doc4.xml · derivative · entry 2 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,889 Underlying: Class B Common Stock · 4,445 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 RSU represents a contingent right to receive 1 share of the issuer's Class B Common Stock upon settlement. F2 · derivative.exercise_date: Each RSU represents a contingent right to receive 1 share of the issuer's Class B Common Stock upon settlement. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive 1 share of the issuer's Class B Common Stock upon settlement. F3 · derivative.underlying: 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. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 13:56 UTC | Bloom Energy Corp BE · Entity 2659 | ConversionClass A Common Stock | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009219 · doc4.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,445 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 · kind: Conversion of derivative security pursuant to its terms. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:11 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 3,621 | $11.39 | $41,243.19 |
DisclosureSEC source: 0001567619-19-000517 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,436 Underlying: Class A Common Stock · 3,621 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, 2018 Filed Jan 3, 2019 17:12 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 148 | $126.31 | $18,693.88 |
DisclosureSEC source: 0000018230-19-000007 · wf-form4_154653552241912.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 765 Underlying: Common Stock · 148 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| October 17, 2018 Filed Oct 18, 2018 16:13 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 114 | $13.14 | $1,497.96 |
DisclosureSEC source: 0001567619-18-004287 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,815 Underlying: Class A Common Stock · 114 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. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents 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 01, 2018 Filed Oct 3, 2018 16:12 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 3,148 | $13.10 | $41,238.80 |
DisclosureSEC source: 0001567619-18-003633 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,701 Underlying: Class A Common Stock · 3,148 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 28, 2018 Filed Oct 1, 2018 20:27 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 124 | $151.74 | $18,815.76 |
DisclosureSEC source: 0000018230-18-000264 · wf-form4_153842561577080.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613 Underlying: Common Stock · 124 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:15 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,722 | $15.15 | $41,238.30 |
DisclosureSEC source: 0001140361-18-031637 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,553 Underlying: Class A Common Stock · 2,722 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 29, 2018 Filed Jul 3, 2018 21:42 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 137 | $136.72 | $18,730.64 |
DisclosureSEC source: 0000018230-18-000207 · wf-form4_153065413220093.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485 Underlying: Common Stock · 137 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 16:58 UTC | BOSTON PROPERTIES LTD PARTNERSHIP N/A · Entity 41445 | GrantLTIP Units · Derivative | 1,047 | $0.25 | $261.75 |
DisclosureSEC source: 0001246991-18-000105 · wf-form4_152813150105743.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,047 Underlying: Common OP Units · 1,047 shares Expires not disclosed F1 · security: Issued pursuant to Boston Properties, Inc.'s ("BPI"), 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 redeemed, at the election of the holder, for cash equal to the then fair market value of a share of common stock of BPI except that BPI may, at its election, acquire each Common OP Unit so presented for redemption for one share of common stock of BPI. LTIP Units have no expiration date. F1 · derivative.exercise_price: Issued pursuant to Boston Properties, Inc.'s ("BPI"), 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 redeemed, at the election of the holder, for cash equal to the then fair market value of a share of common stock of BPI except that BPI may, at its election, acquire each Common OP Unit so presented for redemption for one share of common stock of BPI. LTIP Units have no expiration date. F1 · derivative.exercise_date: Issued pursuant to Boston Properties, Inc.'s ("BPI"), 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 redeemed, at the election of the holder, for cash equal to the then fair market value of a share of common stock of BPI except that BPI may, at its election, acquire each Common OP Unit so presented for redemption for one share of common stock of BPI. LTIP Units have no expiration date. F2 · derivative.exercise_date: The 1,047 LTIP Units will vest on the earlier of (i) May 31, 2019 and (ii) the date of Boston Properties, Inc.'s 2019 annual meeting of stockholders. F1 · derivative.expiration_date: Issued pursuant to Boston Properties, Inc.'s ("BPI"), 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 redeemed, at the election of the holder, for cash equal to the then fair market value of a share of common stock of BPI except that BPI may, at its election, acquire each Common OP Unit so presented for redemption for one share of common stock of BPI. LTIP Units have no expiration date. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 16:55 UTC | BXP, Inc. BXP · Entity 3450 | GrantLTIP Units · Derivative | 1,047 | $0.25 | $261.75 |
DisclosureSEC source: 0001246991-18-000098 · wf-form4_152813123714796.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,047 Underlying: Common Stock, par value $0.01 · 1,047 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 1,047 LTIP Units will vest on the earlier of (i) May 31, 2019 and (ii) the date of the Issuer's 2019 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 |
| April 18, 2018 Filed Apr 19, 2018 16:15 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 62 | $16.10 | $998.20 |
DisclosureSEC source: 0001140361-18-019044 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,831 Underlying: Class A Common Stock · 62 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. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents 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 02, 2018 Filed Apr 3, 2018 16:17 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,352 | $15.41 | $36,244.32 |
DisclosureSEC source: 0001140361-18-016760 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,769 Underlying: Class A Common Stock · 2,352 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 29, 2018 Filed Apr 2, 2018 23:49 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 127 | $147.17 | $18,690.59 |
DisclosureSEC source: 0000018230-18-000117 · wf-form4_152271296053828.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347 Underlying: Common Stock · 127 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:56 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 993 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-18-000081 · wf-form4_152046696036813.xml · nonDerivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,451 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 16:08 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,206 | $16.43 | $36,244.58 |
DisclosureSEC source: 0001140361-18-000833 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,417 Underlying: Class A Common Stock · 2,206 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 29, 2017 Filed Jan 3, 2018 19:14 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 118 | $158.00 | $18,644.00 |
DisclosureSEC source: 0000018230-18-000004 · wf-form4_151500684504200.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219 Underlying: Common Stock · 118 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit is equivalent to one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar, Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| October 18, 2017 Filed Oct 20, 2017 16:10 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 39 | $13.62 | $531.18 |
DisclosureSEC source: 0001140361-17-039164 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,211 Underlying: Class A Common Stock · 39 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. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents 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 02, 2017 Filed Oct 4, 2017 16:08 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,729 | $13.28 | $36,241.12 |
DisclosureSEC source: 0001140361-17-037597 · doc1.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,172 Underlying: Class A Common Stock · 2,729 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 29, 2017 Filed Oct 2, 2017 20:52 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantPhantom Stock Units · Derivative | 100 | $125.03 | $12,503.00 |
DisclosureSEC source: 0000018230-17-000276 · edgar.xml · derivative · entry 1 Ayotte Kelly · CIK 0001702559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Director's Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. 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.