Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cushman & Wakefield Ltd.CWK · Entity 4196 | Director · Chief Executive Officer | March 07, 2023 | March 09, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Cushman & Wakefield Ltd.
Report date March 07, 2023 · Filed March 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 340,750.1 |
Ending reported balance
After 2023-03-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-07 · Exercise / conversion · Acquired 21,007 · Balance 350,624.1 F1: Conversion of previously awarded restricted stock units ("RSUs") into an equal number of ordinary shares, without the payment of any consideration, pursuant to the Amended & Restated Cushman & Wakefield plc 2018 Omnibus Management Share and Cash Incentive Plan. Row 2 · 2023-03-07 · Tax withholding · Disposed 9,874 · Balance 340,750.1 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-07 · Exercise / conversion · Disposed 21,007 · Balance 0 F1: Conversion of previously awarded restricted stock units ("RSUs") into an equal number of ordinary shares, without the payment of any consideration, pursuant to the Amended & Restated Cushman & Wakefield plc 2018 Omnibus Management Share and Cash Incentive Plan. F2: RSUs were granted on March 7, 2019 and vested in four (4) substantially equal installments on each of the first four (4) anniversaries of the grant date, subject, with certain limited exceptions, to the reporting person's continuing employment through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion of previously awarded restricted stock units ("RSUs") into an equal number of ordinary shares, without the payment of any consideration, pursuant to the Amended & Restated Cushman & Wakefield plc 2018 Omnibus Management Share and Cash Incentive Plan.
F2: RSUs were granted on March 7, 2019 and vested in four (4) substantially equal installments on each of the first four (4) anniversaries of the grant date, subject, with certain limited exceptions, to the reporting person's continuing employment through each such vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 07, 2020 Filed Mar 11, 2020 00:24 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionOrdinary Shares | 21,009 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-007806 · doc4.xml · nonDerivative · entry 1 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,592.8 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 23:37 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | GrantRestricted Stock Units · Derivative | 88,916 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-006587 · doc4.xml · derivative · entry 1 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,916 Underlying: Ordinary Shares · 88,916 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units (RSUs) granted under the Cushman & Wakefield plc 2018 Omnibus Management Share and Cash Incentive Plan convert into an equal number of ordinary shares of Cushman & Wakefield plc. F2 · derivative.exercise_date: On February 27, 2020, the reporting person was granted 88,916 RSUs which will vest and settle in four (4) substantially equal installments on each of the first four (4) anniversaries of the grant date, subject, with certain limited exceptions, to the reporting person's continuing employment through each such vesting date. F2 · derivative.expiration_date: On February 27, 2020, the reporting person was granted 88,916 RSUs which will vest and settle in four (4) substantially equal installments on each of the first four (4) anniversaries of the grant date, subject, with certain limited exceptions, to the reporting person's continuing employment through each such vesting date. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:18 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionRestricted Stock Units · Derivative | 4,902 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-000344 · doc4.xml · derivative · entry 5 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,803.9 Underlying: Ordinary Shares · 4,902 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to acquire one ordinary share of Cushman & Wakefield plc. F2 · derivative.exercise_date: Restricted stock units granted on March 7, 2018 and vest in four substantially equal installments on each of the first four anniversaries of January 1, 2018. In connection with the Registrant's initial public offering, the Registrant amended the awards to provide for vesting and settlement no later than 24 months after the Registrant's IPO, in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. As a result, the remaining unvested awards will vest and settle on August 6, 2020. F2 · derivative.expiration_date: Restricted stock units granted on March 7, 2018 and vest in four substantially equal installments on each of the first four anniversaries of January 1, 2018. In connection with the Registrant's initial public offering, the Registrant amended the awards to provide for vesting and settlement no later than 24 months after the Registrant's IPO, in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. As a result, the remaining unvested awards will vest and settle on August 6, 2020. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:18 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionRestricted Stock Units · Derivative | 14,705.9 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-000344 · doc4.xml · derivative · entry 4 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,411.7 Underlying: Ordinary Shares · 14,705.9 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to acquire one ordinary share of Cushman & Wakefield plc. F2 · derivative.exercise_date: Restricted stock units granted on March 7, 2018 and vest in four substantially equal installments on each of the first four anniversaries of January 1, 2018. In connection with the Registrant's initial public offering, the Registrant amended the awards to provide for vesting and settlement no later than 24 months after the Registrant's IPO, in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. As a result, the remaining unvested awards will vest and settle on August 6, 2020. F2 · derivative.expiration_date: Restricted stock units granted on March 7, 2018 and vest in four substantially equal installments on each of the first four anniversaries of January 1, 2018. In connection with the Registrant's initial public offering, the Registrant amended the awards to provide for vesting and settlement no later than 24 months after the Registrant's IPO, in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. As a result, the remaining unvested awards will vest and settle on August 6, 2020. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:18 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Tax withholdingOrdinary Shares | 9,216 | $20.44 | $188,375.04 |
DisclosureSEC source: 0000899243-20-000344 · doc4.xml · nonDerivative · entry 3 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,583.8 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:18 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionOrdinary Shares | 4,902 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-000344 · doc4.xml · nonDerivative · entry 2 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,799.8 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:18 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionOrdinary Shares | 14,705.9 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-000344 · doc4.xml · nonDerivative · entry 1 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,897.8 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 06, 2019 Filed Aug 9, 2019 01:11 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionRestricted Stock Units · Derivative | 4,902 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-021414 · doc4.xml · derivative · entry 7 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,706 Underlying: Ordinary Shares · 4,902 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to acquire one ordinary share of Cushman & Wakefield plc. F3 · derivative.exercise_date: Restrict stock units granted on March 7, 2018 and vest in four substantially equal installments on each of the first four anniversaries of January 1, 2018. Vested restricted stock units by their terms settle within 30 days of the earlier of (i) a qualifying change in control or (ii) separation from service. However, in connection with the Registrant's initial public offering, the Registrant acted to terminate these awards and settle them twelve months following the initial public offering, in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. F3 · derivative.expiration_date: Restrict stock units granted on March 7, 2018 and vest in four substantially equal installments on each of the first four anniversaries of January 1, 2018. Vested restricted stock units by their terms settle within 30 days of the earlier of (i) a qualifying change in control or (ii) separation from service. However, in connection with the Registrant's initial public offering, the Registrant acted to terminate these awards and settle them twelve months following the initial public offering, in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. Read SEC document |
| August 06, 2019 Filed Aug 9, 2019 01:11 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionRestricted Stock Units · Derivative | 14,706 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-021414 · doc4.xml · derivative · entry 6 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,118 Underlying: Ordinary Shares · 14,706 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to acquire one ordinary share of Cushman & Wakefield plc. F3 · derivative.exercise_date: Restrict stock units granted on March 7, 2018 and vest in four substantially equal installments on each of the first four anniversaries of January 1, 2018. Vested restricted stock units by their terms settle within 30 days of the earlier of (i) a qualifying change in control or (ii) separation from service. However, in connection with the Registrant's initial public offering, the Registrant acted to terminate these awards and settle them twelve months following the initial public offering, in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. F3 · derivative.expiration_date: Restrict stock units granted on March 7, 2018 and vest in four substantially equal installments on each of the first four anniversaries of January 1, 2018. Vested restricted stock units by their terms settle within 30 days of the earlier of (i) a qualifying change in control or (ii) separation from service. However, in connection with the Registrant's initial public offering, the Registrant acted to terminate these awards and settle them twelve months following the initial public offering, in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. Read SEC document |
| August 06, 2019 Filed Aug 9, 2019 01:11 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionRestricted Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-021414 · doc4.xml · derivative · entry 5 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 60,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to acquire one ordinary share of Cushman & Wakefield plc. F2 · derivative.exercise_date: The restricted stock units were fully vested and by their terms settle within 30 days of the earlier of (i) a qualifying change in control or (ii) separation from service. However, in connection with the Registrant's initial public offering, the Registrant acted to terminate these awards and settle them twelve months following the initial public offering, in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. F2 · derivative.expiration_date: The restricted stock units were fully vested and by their terms settle within 30 days of the earlier of (i) a qualifying change in control or (ii) separation from service. However, in connection with the Registrant's initial public offering, the Registrant acted to terminate these awards and settle them twelve months following the initial public offering, in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. Read SEC document |
| August 06, 2019 Filed Aug 9, 2019 01:11 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Tax withholdingOrdinary Shares | 37,416 | $17.54 | $656,276.64 |
DisclosureSEC source: 0000899243-19-021414 · doc4.xml · nonDerivative · entry 4 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,192 Read SEC document |
| August 06, 2019 Filed Aug 9, 2019 01:11 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionOrdinary Shares | 4,902 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-021414 · doc4.xml · nonDerivative · entry 3 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,608 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 06, 2019 Filed Aug 9, 2019 01:11 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionOrdinary Shares | 14,706 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-021414 · doc4.xml · nonDerivative · entry 2 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,706 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 06, 2019 Filed Aug 9, 2019 01:11 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | Exercise / conversionOrdinary Shares | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-021414 · doc4.xml · nonDerivative · entry 1 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 07, 2019 Filed Mar 12, 2019 01:29 UTC | Cushman & Wakefield Ltd. CWK · Entity 4196 | GrantRestricted Stock Units · Derivative | 84,034 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-007161 · doc4.xml · derivative · entry 1 Forrester John · CIK 0001747294 · Global President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,034 Underlying: Ordinary Shares · 84,034 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units (RSUs) granted under the Cushman & Wakefield plc 2018 Omnibus Management Share and Cash Incentive Plan convert into an equal number of ordinary shares of Cushman & Wakefield plc. F2 · derivative.exercise_date: On March 7, 2019, the reporting person was granted 84,034 RSUs which will vest and settle in four (4) substantially equal installments on each of the first four (4) anniversaries of the grant date, subject, with certain limited exceptions, to the reporting person's continuing employment through each such vesting date. F2 · derivative.expiration_date: On March 7, 2019, the reporting person was granted 84,034 RSUs which will vest and settle in four (4) substantially equal installments on each of the first four (4) anniversaries of the grant date, subject, with certain limited exceptions, to the reporting person's continuing employment through each such vesting date. 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.