Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director | September 30, 2019 | October 01, 2019 |
| Barnes & Noble Education, Inc.BNED · Entity 5624 | Director | September 24, 2021 | September 27, 2021 |
| FIRSTENERGY CORPFE · Entity 3171 | Director | April 26, 2019 | April 30, 2019 |
| Orbital Infrastructure Group, Inc.OIG · Entity 117432 | Director | January 05, 2023 | January 11, 2023 |
| RPM INTERNATIONAL INC/DE/RPM · Entity 3418 | Director | October 31, 2016 | November 01, 2016 |
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.
APPLIED INDUSTRIAL TECHNOLOGIES INC
Report date September 30, 2019 · Filed October 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDeferred Compensation Plan | 1,299.32 |
Reported balance
After 2019-09-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-09-30 · Grant · Acquired 7.5 · Balance 1,299.32 |
| Common StockSEC Table I · non-derivative | Direct | 55,002.953 |
Reported balance
Holding disclosure · report date 2019-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 55,002.953 |
Barnes & Noble Education, Inc.
Report date September 24, 2021 · Filed September 27, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 161,478 |
Reported balance
After 2021-09-24 transaction · row 1
1 source rowRow 1 · 2021-09-24 · Grant · Acquired 11,804 · Balance 161,478 F1: Grant of restricted stock units (RSUs). Each RSU represents the contingent right to receive one share of common stock, par value $0.01, of the Company. The RSUs vest on September 24, 2022; however, the reporting person has elected to defer settlement and receipt of such shares until the date specified in the applicable deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units (RSUs). Each RSU represents the contingent right to receive one share of common stock, par value $0.01, of the Company. The RSUs vest on September 24, 2022; however, the reporting person has elected to defer settlement and receipt of such shares until the date specified in the applicable deferral election.
FIRSTENERGY CORP
Report date April 26, 2019 · Filed April 30, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 25,183.102 |
Reported balance
After 2019-04-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-04-26 · Grant · Acquired 843 · Balance 25,183.102 F1: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2: 1 for 1 F3: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4: Includes phantom stock units acquired through dividend reinvestments. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors.
F2: 1 for 1
F3: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock.
F4: Includes phantom stock units acquired through dividend reinvestments.
Orbital Infrastructure Group, Inc.
Report date January 05, 2023 · Filed January 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 123,111 |
Reported balance
After 2023-01-05 transaction · row 1
1 source rowRow 1 · 2023-01-05 · Grant · Acquired 63,452 · Balance 123,111 F1: The reporting person received the shares of common stock as periodic director compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received the shares of common stock as periodic director compensation.
RPM INTERNATIONAL INC/DE/
Report date October 31, 2016 · Filed November 01, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 37,859.382 |
Reported balance
After 2016-10-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-10-31 · Tax withholding · Disposed 738 · Balance 37,859.382 F1: On October 31, 2016, 2,500 shares of Common Stock issued to the reporting person pursuant to the RPM International Inc. 2003 Restricted Stock Plan for Directors (the "Plan") vested. In accordance with the terms of the Plan, the reporting person disposed of 738 shares of Common Stock back to the Issuer to satisfy tax obligations of the reporting person. F2: Includes 7,300 shares of restricted Common Stock issued pursuant to the RPM International Inc. 2003 Restricted Stock Plan for Directors. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 19,201 |
Reported balance
Holding disclosure · report date 2016-10-31 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 19,201 F3: 1-for-1 F4: No transaction is being reported on this line. Reported on a previously filed Form 3, Form 4, or Form 5. F5: Upon cessation as a Director in accordance with the terms and conditions of the RPM International Inc. Deferred Compensation Plan, as amended. F6: The phantom stock units represent the stock equivalent value of the reporting person's director fees and dividends accrued thereon, and such units are held in the reporting person's account under the RPM International Inc. Deferred Compensation Plan, as amended. The total amount of phantom stock units includes additional accrued dividends in the amount of 120 stock equivalents since the date of the reporting person's last Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 31, 2016, 2,500 shares of Common Stock issued to the reporting person pursuant to the RPM International Inc. 2003 Restricted Stock Plan for Directors (the "Plan") vested. In accordance with the terms of the Plan, the reporting person disposed of 738 shares of Common Stock back to the Issuer to satisfy tax obligations of the reporting person.
F2: Includes 7,300 shares of restricted Common Stock issued pursuant to the RPM International Inc. 2003 Restricted Stock Plan for Directors.
F3: 1-for-1
F4: No transaction is being reported on this line. Reported on a previously filed Form 3, Form 4, or Form 5.
F5: Upon cessation as a Director in accordance with the terms and conditions of the RPM International Inc. Deferred Compensation Plan, as amended.
F6: The phantom stock units represent the stock equivalent value of the reporting person's director fees and dividends accrued thereon, and such units are held in the reporting person's account under the RPM International Inc. Deferred Compensation Plan, as amended. The total amount of phantom stock units includes additional accrued dividends in the amount of 120 stock equivalents since the date of the reporting person's last Form 4.
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 05, 2023 Filed Jan 11, 2023 21:40 UTC | Orbital Infrastructure Group, Inc. OIG · Entity 117432 | GrantCommon Stock | 63,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-23-000909 · rdgdoc.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,111 F1 · price: The reporting person received the shares of common stock as periodic director compensation. Read SEC document |
| October 11, 2022 Filed Oct 13, 2022 21:46 UTC | Orbital Infrastructure Group, Inc. OIG · Entity 117432 | GrantCommon Stock | 26,316 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-22-024133 · rdgdoc.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,659 F1 · price: The reporting person received the shares of common stock as periodic director compensation. Read SEC document |
| July 11, 2022 Filed Aug 2, 2022 21:13 UTC | Orbital Infrastructure Group, Inc. OEG · Entity 117432 | GrantCommon Stock | 19,841 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-22-018530 · rdgdoc.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,343 F1 · price: The reporting person received the shares of common stock as periodic director compensation. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 17:20 UTC | Orbital Infrastructure Group, Inc. OEG · Entity 117432 | GrantCommon Stock | 6,793 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-22-008428 · rdgdoc.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,502 F1 · price: The reporting person received the shares of common stock as periodic director compensation. Read SEC document |
| November 09, 2021 Filed Nov 10, 2021 16:53 UTC | Orbital Infrastructure Group, Inc. OEG · Entity 117432 | GrantCommon Stock | 4,266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-026187 · rdgdoc.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,709 F1 · price: The reporting person received the shares of common stock as periodic director compensation. Read SEC document |
| September 24, 2021 Filed Sep 27, 2021 17:20 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 11,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-21-000112 · wf-form4_163277759805657.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,478 F1 · shares: Grant of restricted stock units (RSUs). Each RSU represents the contingent right to receive one share of common stock, par value $0.01, of the Company. The RSUs vest on September 24, 2022; however, the reporting person has elected to defer settlement and receipt of such shares until the date specified in the applicable deferral election. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 11:11 UTC | Orbital Infrastructure Group, Inc. OEG · Entity 117432 | GrantCommon Stock | 2,443 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-020491 · rdgdoc.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,443 F1 · price: The reporting person received the shares of common stock as periodic director compensation. Read SEC document |
| October 23, 2020 Filed Oct 26, 2020 16:49 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 48,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-20-000137 · wf-form4_160374536914980.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,674 F1 · shares: Grant of restricted stock units (RSUs). Each RSU represents the contingent right to receive one share of common stock, par value $0.01, of the Company. The RSUs vest on October 23, 2021; however, the reporting person has elected to defer settlement and receipt of such shares until the date specified in the applicable deferral election. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 14:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 7.5 | $53.39 | $400.43 |
DisclosureSEC source: 0000109563-19-000104 · wf-form4_156994195439564.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,299.32 Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 16:52 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 38,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-19-000112 · wf-form4_156987671730560.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,893 F1 · shares: Grant of restricted stock units (RSUs). Each RSU represents the contingent right to receive one share of common stock, par value $0.01, of the Company. The RSUs vest on September 26, 2020; however, the reporting person has elected to defer settlement and receipt of such shares until the date specified in the applicable deferral election. Read SEC document |
| August 30, 2019 Filed Aug 30, 2019 19:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 16,031 | $53.45 | $856,818.48 |
DisclosureSEC source: 0000109563-19-000097 · wf-form4_156719500372963.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,002.953 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.0150 to $53.7218, inclusive. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 14:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 7.29 | $54.62 | $398.18 |
DisclosureSEC source: 0000109563-19-000056 · wf-form4_156199153555429.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,291.82 Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 17:47 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 843 | $41.49 | $34,976.07 |
DisclosureSEC source: 0001127602-19-016552 · form4.xml · derivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,183.102 Underlying: Common Stock · 843 shares Expires not disclosed F1 · security: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 13:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 6.81 | $58.14 | $395.93 |
DisclosureSEC source: 0000109563-19-000036 · wf-form4_155412479655843.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,284.53 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 16:40 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,546 | $40.39 | $62,442.94 |
DisclosureSEC source: 0001127602-19-008302 · form4.xml · derivative · entry 2 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,130.273 Underlying: Common Stock · 1,546 shares Expires not disclosed F1 · security: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 21:07 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000023 · wf-form4_154827766225871.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,033.953 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| January 20, 2019 Filed Jan 22, 2019 12:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,792 | $0.00 Strike: $16.68 | $0.00 |
DisclosureSEC source: 0000109563-19-000012 · wf-form4_154816157671625.xml · derivative · entry 3 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,792 shares Expires 2019-01-20 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 20, 2019 Filed Jan 22, 2019 12:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,284 | $62.27 | $79,954.68 |
DisclosureSEC source: 0000109563-19-000012 · wf-form4_154816157671625.xml · nonDerivative · entry 2 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,158.953 Read SEC document |
| January 20, 2019 Filed Jan 22, 2019 12:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 4,792 | $16.68 | $79,930.56 |
DisclosureSEC source: 0000109563-19-000012 · wf-form4_154816157671625.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,442.953 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 16, 2019 Filed Jan 17, 2019 14:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 637 | $59.10 | $37,646.70 |
DisclosureSEC source: 0000109563-19-000008 · wf-form4_154773432761596.xml · nonDerivative · entry 2 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,650.953 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 14:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 637 | $59.10 | $37,646.70 |
DisclosureSEC source: 0000109563-19-000008 · wf-form4_154773432761596.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,277.72 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 16:24 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 8.77 | $65.23 | $572.07 |
DisclosureSEC source: 0000109563-19-000006 · wf-form4_154644622675245.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,914.72 Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 18:37 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,537 | $37.38 | $57,453.06 |
DisclosureSEC source: 0001127602-18-031573 · form4.xml · derivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,371.38 Underlying: Common Stock · 1,537 shares Expires not disclosed F1 · security: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| September 28, 2018 Filed Oct 1, 2018 14:18 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 7.41 | $76.85 | $569.46 |
DisclosureSEC source: 0000109563-18-000119 · wf-form4_153840352254835.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,905.95 Read SEC document |
| September 26, 2018 Filed Sep 27, 2018 17:03 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 21,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-18-000103 · wf-form4_153808219079526.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,797 F1 · shares: Grant of restricted stock units (RSUs). Each RSU represents the contingent right to receive one share of common stock, par value $0.01, of the Company. The RSUs vest on September 26, 2019; however, the reporting person has elected to defer settlement and receipt of such shares until the date specified in the applicable deferral election. Read SEC document |
| August 06, 2018 Filed Aug 8, 2018 17:45 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,581 | $36.33 | $57,437.73 |
DisclosureSEC source: 0001127602-18-024924 · form4.xml · derivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,635.643 Underlying: Common Stock · 1,581 shares Expires not disclosed F1 · security: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 17:09 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 8.13 | $69.75 | $567.07 |
DisclosureSEC source: 0000109563-18-000088 · wf-form4_153055137743824.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,898.54 Read SEC document |
| April 26, 2018 Filed Apr 30, 2018 20:22 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,685 | $34.10 | $57,458.50 |
DisclosureSEC source: 0001127602-18-015550 · form4.xml · derivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,856.158 Underlying: Common Stock · 1,685 shares Expires not disclosed F1 · security: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| March 29, 2018 Filed Mar 30, 2018 13:29 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 8.02 | $70.40 | $564.61 |
DisclosureSEC source: 0000109563-18-000058 · wf-form4_152241655319097.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,890.41 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:58 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,700 | $33.81 | $57,477.00 |
DisclosureSEC source: 0001127602-18-009160 · form4.xml · derivative · entry 2 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,000.677 Underlying: Common Stock · 1,700 shares Expires not disclosed F1 · security: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 18:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000036 · wf-form4_151690418313632.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,013.953 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 18:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,596 | $24.24 Strike: $24.24 | $62,927.04 |
DisclosureSEC source: 0000109563-18-000018 · wf-form4_151681915142027.xml · derivative · entry 5 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,596 shares Expires 2018-01-22 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 22, 2018 Filed Jan 24, 2018 18:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 891 | $70.70 | $62,993.70 |
DisclosureSEC source: 0000109563-18-000018 · wf-form4_151681915142027.xml · nonDerivative · entry 4 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,473.953 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 18:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,596 | $24.24 | $62,927.04 |
DisclosureSEC source: 0000109563-18-000018 · wf-form4_151681915142027.xml · nonDerivative · entry 3 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,364.953 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 16, 2018 Filed Jan 24, 2018 18:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 627 | $70.78 | $44,379.06 |
DisclosureSEC source: 0000109563-18-000018 · wf-form4_151681915142027.xml · nonDerivative · entry 2 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,768.953 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| January 16, 2018 Filed Jan 24, 2018 18:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 627 | $70.78 | $44,379.06 |
DisclosureSEC source: 0000109563-18-000018 · wf-form4_151681915142027.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,882.39 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 18:09 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 11.32 | $63.95 | $723.91 |
DisclosureSEC source: 0000109563-18-000006 · wf-form4_151500297566565.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 2,509.39 Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 13:40 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GiftCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000164 · wf-form4_151058040457693.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,141.953 Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 14:29 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,756 | $32.73 | $57,473.88 |
DisclosureSEC source: 0001127602-17-031116 · form4.xml · derivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,139.24 Underlying: Common Stock · 1,756 shares Expires not disclosed F1 · security: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 19:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 12.65 | $57.00 | $721.05 |
DisclosureSEC source: 0000109563-17-000156 · wf-form4_150697216343857.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 2,498.07 Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 16:50 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 19,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-17-000173 · wf-form4_150611339006270.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,291 F1 · shares: Grant of restricted stock units (RSUs). Each RSU represents the contingent right to receive one share of common stock, par value $0.01, of the Company. The RSUs vest on September 20, 2018; however, the reporting person has elected to defer settlement and receipt of such shares until the date specified in the applicable deferral election. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 18:01 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,799 | $31.96 | $57,496.04 |
DisclosureSEC source: 0001127602-17-024975 · form4.xml · derivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,236.26 Underlying: Common Stock · 1,799 shares Expires not disclosed F1 · security: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 11.62 | $61.75 | $717.54 |
DisclosureSEC source: 0000109563-17-000092 · wf-form4_149910352255811.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 2,485.42 Read SEC document |
| May 03, 2017 Filed May 5, 2017 13:20 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 2,007 | $28.64 | $57,480.48 |
DisclosureSEC source: 0001127602-17-016974 · form4.xml · derivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,298.859 Underlying: Common Stock · 2,007 shares Expires not disclosed F1 · security: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 15:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 11.33 | $63.05 | $714.36 |
DisclosureSEC source: 0000109563-17-000066 · wf-form4_149123356098832.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 2,473.8 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 20:17 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,792 | $32.06 | $57,451.52 |
DisclosureSEC source: 0001127602-17-009181 · form4.xml · derivative · entry 2 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,207.274 Underlying: Common Stock · 1,792 shares Expires not disclosed F1 · security: Represents shares and cash paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 18:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,713 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000033 · wf-form4_148536837222838.xml · nonDerivative · entry 3 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,305.953 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 18:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,885 | $0.00 Strike: $23.78 | $0.00 |
DisclosureSEC source: 0000109563-17-000033 · wf-form4_148536837222838.xml · derivative · entry 5 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,885 shares Expires 2017-01-23 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 23, 2017 Filed Jan 25, 2017 18:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 722 | $62.15 | $44,872.30 |
DisclosureSEC source: 0000109563-17-000033 · wf-form4_148536837222838.xml · nonDerivative · entry 2 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,592.953 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 18:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 1,885 | $23.78 | $44,815.88 |
DisclosureSEC source: 0000109563-17-000033 · wf-form4_148536837222838.xml · nonDerivative · entry 1 THORNTON JERRY SUE · CIK 0001183301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,314.953 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.