Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lumen Technologies, Inc.LUMN · Entity 3749 | EVP, Product and IT | March 01, 2023 | March 04, 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.
Lumen Technologies, Inc.
Report date March 01, 2023 · Filed March 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 640,287 |
Reported balance
After 2023-03-01 transaction · row 1
1 source rowRow 1 · 2023-03-01 · Grant · Acquired 640,287 · Balance 640,287 F1: Represents a grant of restricted stock (40% time-based and 60% performance-based). The time-based portion will vest in three equal annual installments beginning on March 1, 2024. Vesting of the performance-based portion is dependent upon the extent to which two three-year performance metrics are achieved, with any earned shares vesting on March 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock (40% time-based and 60% performance-based). The time-based portion will vest in three equal annual installments beginning on March 1, 2024. Vesting of the performance-based portion is dependent upon the extent to which two three-year performance metrics are achieved, with any earned shares vesting on March 1, 2026.
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 01, 2023 Filed Mar 4, 2023 01:01 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | GrantCommon Stock | 640,287 | $0.00 | $0.00 |
DisclosureSEC source: 0000018926-23-000019 · wf-form4_167789168804217.xml · nonDerivative · entry 1 Chotai Sham · CIK 0001376254 · EVP, Product and IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,287 F1 · kind: Represents a grant of restricted stock (40% time-based and 60% performance-based). The time-based portion will vest in three equal annual installments beginning on March 1, 2024. Vesting of the performance-based portion is dependent upon the extent to which two three-year performance metrics are achieved, with any earned shares vesting on March 1, 2026. 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.