Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Director | May 03, 2022 | May 05, 2022 |
| ESTEE LAUDER COMPANIES INCEL · Entity 3097 | Director | September 15, 2026 | September 16, 2026 |
| INTEL CORPINTC · Entity 2799 | Director | February 23, 2018 | February 27, 2018 |
| Stagwell IncSTGW · Entity 4480 | Director | June 11, 2026 | June 12, 2026 |
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.
AMERICAN EXPRESS CO
Report date May 03, 2022 · Filed May 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 71,931.2617 |
Reported balance
After 2022-05-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-03 · Grant · Acquired 1,218.1617 · Balance 71,931.2617 F1: Each Share Equivalent Unit reflects the value of one common share. F2: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Share Equivalent Unit reflects the value of one common share.
F2: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.
F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.
F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.
ESTEE LAUDER COMPANIES INC
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Units (Share Payout)SEC Table II · derivative / convertible security | Direct | 23,761.32 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 86.09 · Balance 23,761.32 F1: Not applicable. F2: Represents reinvestment of dividend equivalents on outstanding stock units. F3: The stock units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Not applicable.
F2: Represents reinvestment of dividend equivalents on outstanding stock units.
F3: The stock units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company.
INTEL CORP
Report date February 23, 2018 · Filed February 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,939 |
Reported balance
After 2018-02-23 transaction · row 1
1 source rowRow 1 · 2018-02-23 · Exercise / conversion · Acquired 2,705 · Balance 87,939 F1: Shares acquired on the vesting of restricted stock units. |
| Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-02-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-02-23 · Exercise / conversion · Disposed 2,220 · Balance 0 F2: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply. F3: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F4: Due to a limitation in the filing software, the total number of shares of Common Stock received was 2,705 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 113.5%. Upon conversion of the RSUs, the Reporting Person received 2,520 shares of Common Stock. Upon conversion of $8,511.30 in dividend equivalents, the Reporting person received an additional 185 shares of Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 8,200 |
Reported balance
Holding disclosure · report date 2018-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,200 |
| Common StockSEC Table I · non-derivative | IndirectJoint Account with Spouse | 6,800 |
Reported balance
Holding disclosure · report date 2018-02-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,800 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired on the vesting of restricted stock units.
F2: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply.
F3: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply.
F4: Due to a limitation in the filing software, the total number of shares of Common Stock received was 2,705 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 113.5%. Upon conversion of the RSUs, the Reporting Person received 2,520 shares of Common Stock. Upon conversion of $8,511.30 in dividend equivalents, the Reporting person received an additional 185 shares of Common Stock.
Stagwell Inc
Report date June 11, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 238,286 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 22,970 · Balance 238,286 F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STARWOOD HOTELS & RESORTS WORLDWIDE, LLC
Report date September 22, 2016 · Filed September 26, 2016
Section 16 reporting ended · disclosed 2016-09-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 1
1 source rowRow 1 · 2016-09-22 · Disposition to issuer · Disposed 29,361 · Balance 0 F1: Each share of Common Stock was disposed of pursuant to the transactions described in the Agreement and Plan of Merger, dated as of November 15, 2015, by and among the Issuer, Marriott International, Inc. ("Marriott") et al., as thereafter amended by the Amendment No. 1 to the Agreement and Plan of Merger (the "Merger Agreement"), in exchange for the right to receive (1) 0.800 shares of common stock of Marriott, (2) $21.00 in cash, without interest, and (3) any applicable cash in lieu of fractional shares of common stock of Marriott. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-09-22 · Disposition to issuer · Disposed 5,252 · Balance 0 F2: Phantom Stock is convertible into Common Stock on a one-for-one basis. F3: Reflects an antidilution adjustment to the number of shares of Phantom Stock that was made in connection with the separation of the Issuer's vacation ownership business from its other businesses on May 11, 2016 (the "SVO Spin-Off"). F5: As a result of the conversions described in the Merger Agreement (the "Conversions"), each share of Phantom Stock was converted into 1.1046 deferred stock units of common stock of Marriott (market value $69.75 per share). F4: Phantom Stock was to convert into Common Stock and be distributed to the Reporting Person per the terms of the applicable Deferral Agreements. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.49 · Expires 2018-02-26 | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-09-22 · Disposition to issuer · Disposed 4,403 · Balance 0 F6: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $38.235 and 4,087 respectively) that was made in connection with the SVO Spin-Off. F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.88 · Expires 2019-02-28 | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-09-22 · Disposition to issuer · Disposed 2,747 · Balance 0 F8: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $61.28 and 2,550 respectively) that was made in connection with the SVO Spin-Off. F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.11 · Expires 2020-02-28 | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-09-22 · Disposition to issuer · Disposed 3,057 · Balance 0 F9: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $55.06 and 2,838 respectively) that was made in connection with the SVO Spin-Off. F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent). |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Common Stock was disposed of pursuant to the transactions described in the Agreement and Plan of Merger, dated as of November 15, 2015, by and among the Issuer, Marriott International, Inc. ("Marriott") et al., as thereafter amended by the Amendment No. 1 to the Agreement and Plan of Merger (the "Merger Agreement"), in exchange for the right to receive (1) 0.800 shares of common stock of Marriott, (2) $21.00 in cash, without interest, and (3) any applicable cash in lieu of fractional shares of common stock of Marriott.
F2: Phantom Stock is convertible into Common Stock on a one-for-one basis.
F3: Reflects an antidilution adjustment to the number of shares of Phantom Stock that was made in connection with the separation of the Issuer's vacation ownership business from its other businesses on May 11, 2016 (the "SVO Spin-Off").
F4: Phantom Stock was to convert into Common Stock and be distributed to the Reporting Person per the terms of the applicable Deferral Agreements.
F5: As a result of the conversions described in the Merger Agreement (the "Conversions"), each share of Phantom Stock was converted into 1.1046 deferred stock units of common stock of Marriott (market value $69.75 per share).
F6: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $38.235 and 4,087 respectively) that was made in connection with the SVO Spin-Off.
F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent).
F8: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $61.28 and 2,550 respectively) that was made in connection with the SVO Spin-Off.
F9: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $55.06 and 2,838 respectively) that was made in connection with the SVO Spin-Off.
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 |
|---|---|---|---|---|---|---|
| May 06, 2019 Filed May 6, 2019 21:58 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | SaleClass A Common Stock | 1,356 | $172.19 | $233,489.64 |
DisclosureSEC source: 0001001250-19-000043 · edgar.xml · nonDerivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by a family trust Disclosed balance after: 57,411 F2 · price: The number of securities reported represents an aggregate number of shares sold in multiple open market transactions over a range of sales prices. The price reported represents the weighted average price. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range. F3 · price: Sales prices range from $172.14 to $172.23 per share, inclusive. F1 · ownership.nature: Spouse of the Reporting Person is a trustee. Read SEC document |
| May 06, 2019 Filed May 6, 2019 21:58 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | Exercise / conversionClass A Common Stock | 10,000 | $23.32 | $233,200.00 |
DisclosureSEC source: 0001001250-19-000043 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by a family trust Disclosed balance after: 58,767 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 · ownership.nature: Spouse of the Reporting Person is a trustee. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 19:17 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 47.72 | $162.74 | $7,765.95 |
DisclosureSEC source: 0001001250-19-000030 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,111.69 Underlying: Class A Common Stock · 47.72 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · kind: Represents reinvestment of dividend equivalents on outstanding stock units. F3 · derivative.exercise_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 20:08 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 59.41 | $130.30 | $7,741.12 |
DisclosureSEC source: 0001001250-18-000127 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,063.97 Underlying: Class A Common Stock · 59.41 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · kind: Represents reinvestment of dividend equivalents on outstanding stock units. F3 · derivative.exercise_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 17:20 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 562.41 | $0.00 | $0.00 |
DisclosureSEC source: 0001001250-18-000110 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,004.56 Underlying: Class A Common Stock · 562.41 shares Expires not disclosed F1 · security: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan. F2 · derivative.exercise_price: Each stock unit (share payout) is convertible into one share of Class A Common Stock (i.e. 1:1). F3 · derivative.exercise_date: The stock units (share payout) will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The stock units (share payout) will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 17:20 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantOption (Right to Buy) · Derivative | 2,329 | $0.00 Strike: $143.39 | $0.00 |
DisclosureSEC source: 0001001250-18-000110 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,329 Underlying: Class A Common Stock · 2,329 shares Expires 2028-11-13 F1 · security: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 19:51 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 47.25 | $139.89 | $6,609.80 |
DisclosureSEC source: 0001001250-18-000083 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,442.15 Underlying: Class A Common Stock · 47.25 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · kind: Represents reinvestment of dividend equivalents on outstanding stock units. F3 · derivative.exercise_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| August 22, 2018 Filed Aug 23, 2018 22:14 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | Exercise / conversionOption (Right to Buy) · Derivative | 10,000 | Not disclosed Strike: $16.81 | Not disclosed |
DisclosureSEC source: 0001001250-18-000063 · edgar.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by a family trust Disclosed balance after: 0 Underlying: Class A Common Stock · 10,000 shares Expires 2018-11-07 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. F4 · security: Stock Options granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Share Incentive Plan and previously transferred to a family trust. F5 · price: Not applicable. F1 · ownership.nature: Spouse of the Reporting Person is a trustee. Read SEC document |
| August 22, 2018 Filed Aug 23, 2018 22:14 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | SaleClass A Common Stock | 1,238 | $135.90 | $168,244.20 |
DisclosureSEC source: 0001001250-18-000063 · edgar.xml · nonDerivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by a family trust Disclosed balance after: 48,767 F2 · price: The number of securities reported represents an aggregate number of shares sold in multiple open market transactions over a range of sales prices. The price reported represents the weighted average price. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range. F3 · price: Sales prices range from $135.36 to $136.03 per share, inclusive. F1 · ownership.nature: Spouse of the Reporting Person is a trustee. Read SEC document |
| August 22, 2018 Filed Aug 23, 2018 22:14 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | Exercise / conversionClass A Common Stock | 10,000 | $16.81 | $168,100.00 |
DisclosureSEC source: 0001001250-18-000063 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by a family trust Disclosed balance after: 50,005 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 · ownership.nature: Spouse of the Reporting Person is a trustee. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 21:04 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 41.72 | $158.03 | $6,593.01 |
DisclosureSEC source: 0001001250-18-000043 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,394.9 Underlying: Class A Common Stock · 41.72 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · kind: Represents reinvestment of dividend equivalents on outstanding stock units. F3 · derivative.exercise_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| May 07, 2018 Filed May 9, 2018 22:12 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 1,931.09 | $98.39 | $189,999.95 |
DisclosureSEC source: 0001127602-18-016821 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,560.49 Underlying: Common Stock · 1,931.09 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 19:56 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 45.63 | $144.12 | $6,576.20 |
DisclosureSEC source: 0001001250-18-000022 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,353.18 Underlying: Class A Common Stock · 45.63 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · kind: Represents reinvestment of dividend equivalents on outstanding stock units. F3 · derivative.exercise_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:45 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionPerformance-based Restricted Stock Units · Derivative | 2,220 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008710 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,220 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 performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.underlying_shares: Due to a limitation in the filing software, the total number of shares of Common Stock received was 2,705 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 113.5%. Upon conversion of the RSUs, the Reporting Person received 2,520 shares of Common Stock. Upon conversion of $8,511.30 in dividend equivalents, the Reporting person received an additional 185 shares of Common Stock. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:45 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 2,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008710 · form4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,939 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 01:40 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 994 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004147 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,986 Underlying: Common Stock · 994 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 restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 01:40 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 994 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004147 · form4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,234 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 22:26 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,226 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002825 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,227 Underlying: Common Stock · 1,226 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 restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 22:26 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002825 · form4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,240 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 22:00 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 998 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002514 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 998 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 restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 22:00 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 998 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002514 · form4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,014 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 21:01 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 541.594 | $46.16 Strike: $0.00 | $24,999.98 |
DisclosureSEC source: 0001127602-18-000549 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,648.1612 Underlying: Common Stock · 541.594 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F3 · balance_after: Includes 279.496 shares acquired via dividend reinvestment in December 2017. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 21:19 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 50.59 | $129.62 | $6,557.48 |
DisclosureSEC source: 0001001250-17-000132 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,307.55 Underlying: Class A Common Stock · 50.59 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · kind: Represents reinvestment of dividend equivalents on outstanding stock units. F3 · derivative.exercise_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 21:55 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 646.31 | $0.00 | $0.00 |
DisclosureSEC source: 0001001250-17-000119 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,256.96 Underlying: Class A Common Stock · 646.31 shares Expires not disclosed F1 · security: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan. F2 · derivative.exercise_price: Each stock unit (share payout) is convertible into one share of Class A Common Stock (i.e. 1:1). F3 · derivative.exercise_date: The stock units (share payout) will be paid out on the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The stock units (share payout) will be paid out on the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 21:55 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantOption (Right to Buy) · Derivative | 2,906 | $0.00 Strike: $126.02 | $0.00 |
DisclosureSEC source: 0001001250-17-000119 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,906 Underlying: Class A Common Stock · 2,906 shares Expires 2027-11-14 F1 · security: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:58 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 656.512 | $38.08 Strike: $0.00 | $24,999.98 |
DisclosureSEC source: 0001127602-17-028987 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,827.0712 Underlying: Common Stock · 656.512 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F3 · balance_after: Includes 348.08 shares acquired via dividend reinvestment in September 2017. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 20:11 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 51.32 | $109.69 | $5,629.29 |
DisclosureSEC source: 0001001250-17-000088 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,610.65 Underlying: Class A Common Stock · 51.32 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · kind: Represents reinvestment of dividend equivalents on outstanding stock units. F3 · derivative.exercise_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| July 24, 2017 Filed Jul 26, 2017 21:29 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionPerformance-based Restricted Stock Units · Derivative | 1,815 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024170 · form4.xml · derivative · entry 6 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,815 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. F4 · derivative.exercise_price: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on January 23, 2014 and ending on January 23, 2017, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply. F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F6 · derivative.underlying_shares: Due to a limitation in the filing software, the total number of shares of Common Stock received was 3,922, as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 200.000%. Upon conversion of the RSUs, the Reporting Person received an additional 1,815 shares of Common Stock. Upon conversion of $10,781.10 in dividend equivalents, the Reporting person received an additional 292 shares of Common Stock. Read SEC document |
| July 24, 2017 Filed Jul 26, 2017 21:29 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,067 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024170 · form4.xml · derivative · entry 5 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,067 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 restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| July 24, 2017 Filed Jul 26, 2017 21:29 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 3,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024170 · form4.xml · nonDerivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,016 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| July 24, 2017 Filed Jul 26, 2017 21:29 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024170 · form4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,094 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 20:11 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 740.96 | $33.74 Strike: $0.00 | $24,999.99 |
DisclosureSEC source: 0001127602-17-022932 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,822.4792 Underlying: Common Stock · 740.96 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F3 · balance_after: Includes 330.074 shares acquired via dividend reinvestment in June 2017. Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 15:48 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 57.51 | $97.55 | $5,610.10 |
DisclosureSEC source: 0001001250-17-000038 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,559.33 Underlying: Class A Common Stock · 57.51 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · kind: Represents reinvestment of dividend equivalents on outstanding stock units. F3 · derivative.exercise_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| May 22, 2017 Filed May 23, 2017 17:23 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | Exercise / conversionOption (Right to Buy) · Derivative | 10,000 | Not disclosed Strike: $22.13 | Not disclosed |
DisclosureSEC source: 0001001250-17-000034 · edgar.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by a family trust Disclosed balance after: 0 Underlying: Class A Common Stock · 10,000 shares Expires 2017-11-09 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. F4 · security: Stock Options granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Share Incentive Plan and previously transferred to a family trust. F5 · price: Not applicable. F1 · ownership.nature: Spouse of the Reporting Person is a trustee. Read SEC document |
| May 22, 2017 Filed May 23, 2017 17:23 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | SaleClass A Common Stock | 2,383 | $92.98 | $221,571.34 |
DisclosureSEC source: 0001001250-17-000034 · edgar.xml · nonDerivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by a family trust Disclosed balance after: 40,005 F2 · price: The number of securities reported represents an aggregate number of shares sold in multiple open market transactions over a range of sales prices. The price reported represents the weighted average price. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range. F3 · price: Sales prices range from $92.90 to $93.06 per share, inclusive. F1 · ownership.nature: Spouse of the Reporting Person is a trustee. Read SEC document |
| May 22, 2017 Filed May 23, 2017 17:23 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | Exercise / conversionClass A Common Stock | 10,000 | $22.13 | $221,300.00 |
DisclosureSEC source: 0001001250-17-000034 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by a family trust Disclosed balance after: 42,388 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 · ownership.nature: Spouse of the Reporting Person is a trustee. Read SEC document |
| May 01, 2017 Filed May 3, 2017 18:10 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 2,108.626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-016540 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,712.456 Underlying: Common Stock · 2,108.626 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F2 · price: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:46 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 693.097 | $36.07 Strike: $0.00 | $25,000.01 |
DisclosureSEC source: 0001127602-17-013992 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,751.4452 Underlying: Common Stock · 693.097 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F3 · balance_after: Includes 309.344 shares acquired via dividend reinvestment in March 2017. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 19:41 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 65.49 | $85.33 | $5,588.26 |
DisclosureSEC source: 0001001250-17-000016 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,501.82 Underlying: Class A Common Stock · 65.49 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · kind: Represents reinvestment of dividend equivalents on outstanding stock units. F3 · derivative.exercise_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 22:35 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 2,980 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003941 · form4.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,980 Underlying: Common Stock · 2,980 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 22:35 UTC | INTEL CORP INTC · Entity 2799 | GrantPerformance-based Restricted Stock Units · Derivative | 2,852 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003941 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,852 Underlying: Common Stock · 2,852 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock. The number of shares of Intel common stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply. F2 · derivative.exercise_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 21:22 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,227 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002628 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,453 Underlying: Common Stock · 1,227 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 restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 21:22 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002628 · form4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,027 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| January 23, 2017 Filed Jan 26, 2017 02:01 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 998 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002404 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998 Underlying: Common Stock · 998 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 restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless that date falls on a non-business date, in which case the next business date shall apply. Read SEC document |
| January 23, 2017 Filed Jan 26, 2017 02:01 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 998 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002404 · form4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,800 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:30 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 689.274 | $36.27 Strike: $0.00 | $24,999.97 |
DisclosureSEC source: 0001127602-17-000653 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,749.0042 Underlying: Common Stock · 689.274 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F3 · balance_after: Includes 321.444 shares acquired via dividend reinvestment in December 2016. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 16:21 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 71.71 | $77.58 | $5,563.26 |
DisclosureSEC source: 0001001250-16-000262 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,436.33 Underlying: Class A Common Stock · 71.71 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · kind: Represents reinvestment of dividend equivalents on outstanding stock units. F3 · derivative.exercise_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The Stock Units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 21:45 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 889.18 | $0.00 | $0.00 |
DisclosureSEC source: 0001001250-16-000249 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,364.62 Underlying: Class A Common Stock · 889.18 shares Expires not disclosed F2 · derivative.exercise_price: Each stock unit (share payout) is convertible into one share of Class A Common Stock (i.e. 1:1). F1 · kind: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan. F3 · derivative.exercise_date: The stock units (share payout) will be paid out on the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. F3 · derivative.expiration_date: The stock units (share payout) will be paid out on the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 21:45 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantOption (Right to Buy) · Derivative | 4,697 | $0.00 Strike: $78.36 | $0.00 |
DisclosureSEC source: 0001001250-16-000249 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,697 Underlying: Class A Common Stock · 4,697 shares Expires 2026-11-11 F1 · kind: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 22:02 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Stock Units · Derivative | 662.251 | $37.75 Strike: $0.00 | $24,999.98 |
DisclosureSEC source: 0001127602-16-064175 · form4.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,738.2862 Underlying: Common Stock · 662.251 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F3 · balance_after: Includes 294.371 shares acquired via dividend reinvestment in September 2016. 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.