Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CATERPILLAR INCCAT · Entity 2808 | Group President & CFO | February 13, 2018 | February 15, 2018 |
| Constellation Energy CorpCEG · Entity 2918 | Director | April 28, 2026 | April 30, 2026 |
| LEAR CORPLEA · Entity 3623 | Director | May 14, 2026 | May 18, 2026 |
| SYSCO CORPSYY · Entity 2003 | Director | November 14, 2025 | November 17, 2025 |
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.
CATERPILLAR INC
Report date February 13, 2018 · Filed February 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,285 |
Ending reported balance
After 2018-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-13 · Grant · Acquired 14,560 · Balance 19,774 Row 2 · 2018-02-13 · Tax withholding · Disposed 5,489 · Balance 14,285 F1: Represents shares withheld from the reporting person to satisfy tax obligations arising from the vesting of performance-based restricted stock units granted on February 27, 2015. |
| Common StockSEC Table I · non-derivative | IndirectHeld by Mindy Halverson Trust | 202 |
Reported balance
Holding disclosure · report date 2018-02-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 202 |
| Common StockSEC Table I · non-derivative | IndirectHeld by Halverson Children's Trust | 10,055 |
Reported balance
Holding disclosure · report date 2018-02-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,055 |
| Common StockSEC Table I · non-derivative | IndirectHeld by 401(k) Plan | 11,253 |
Reported balance
Holding disclosure · report date 2018-02-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 11,253 F2: The information in this report is based on a 401(k) Plan statement dated as of 1/31/2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld from the reporting person to satisfy tax obligations arising from the vesting of performance-based restricted stock units granted on February 27, 2015.
F2: The information in this report is based on a 401(k) Plan statement dated as of 1/31/2018.
Constellation Energy Corp
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Deferred Stock Units)SEC Table I · non-derivative | Direct | 6,257 |
Reported balance
After 2026-04-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 556 · Balance 6,257 F1: Balance includes approximately 29 shares acquired through quarterly automatic dividend reinvestments. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes approximately 29 shares acquired through quarterly automatic dividend reinvestments.
LEAR CORP
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,171 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Exercise / conversion · Acquired 1,859 · Balance 8,171 F1: The restricted stock units vested and settled in common stock on May 14, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-14 · Exercise / conversion · Disposed 1,859 · Balance 0 F2: Each restricted stock unit is convertible into common stock on a 1-for-1 basis. F1: The restricted stock units vested and settled in common stock on May 14, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,330 |
Reported balance
After 2026-05-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-14 · Grant · Acquired 1,330 · Balance 1,330 F2: Each restricted stock unit is convertible into common stock on a 1-for-1 basis. F3: The restricted stock units were granted on May 14, 2026, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of stockholders following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vested and settled in common stock on May 14, 2026.
F2: Each restricted stock unit is convertible into common stock on a 1-for-1 basis.
F3: The restricted stock units were granted on May 14, 2026, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of stockholders following the grant date.
SYSCO CORP
Report date November 14, 2025 · Filed November 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,466 |
Reported balance
After 2025-11-14 transaction · row 1
1 source rowRow 1 · 2025-11-14 · Grant · Acquired 2,797 · Balance 31,466 F1: This grant shall vest on the first anniversary of the grant date. F2: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant shall vest on the first anniversary of the grant date.
F2: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan.
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 14, 2026 Filed May 18, 2026 14:02 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-228192 · ownership.xml · derivative · entry 3 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,330 Underlying: Common Stock · 1,330 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is convertible into common stock on a 1-for-1 basis. F3 · derivative.exercise_date: The restricted stock units were granted on May 14, 2026, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of stockholders following the grant date. F3 · derivative.expiration_date: The restricted stock units were granted on May 14, 2026, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of stockholders following the grant date. Read SEC document |
| May 14, 2026 Filed May 18, 2026 14:02 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Units · Derivative | 1,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-228192 · ownership.xml · derivative · entry 2 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,859 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 is convertible into common stock on a 1-for-1 basis. F1 · derivative.exercise_date: The restricted stock units vested and settled in common stock on May 14, 2026. F1 · derivative.expiration_date: The restricted stock units vested and settled in common stock on May 14, 2026. Read SEC document |
| May 14, 2026 Filed May 18, 2026 14:02 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 1,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-228192 · ownership.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,171 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 · price: The restricted stock units vested and settled in common stock on May 14, 2026. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 16:20 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 556 | $305.71 | $169,974.76 |
DisclosureSEC source: 0000905148-26-001958 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,257 F1 · balance_after: Balance includes approximately 29 shares acquired through quarterly automatic dividend reinvestments. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 22:23 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001307061-25-000004 · wk-form4_1763418220.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,466 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| May 16, 2025 Filed May 20, 2025 12:40 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 1,859 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-074908 · ownership.xml · derivative · entry 3 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,859 Underlying: Common Stock · 1,859 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is convertible into common stock on a 1-for-1 basis. F3 · derivative.exercise_date: The restricted stock units were granted on May 16, 2025, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of stockholders following the grant date. F3 · derivative.expiration_date: The restricted stock units were granted on May 16, 2025, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of stockholders following the grant date. Read SEC document |
| May 16, 2025 Filed May 20, 2025 12:40 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Units · Derivative | 1,337 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-074908 · ownership.xml · derivative · entry 2 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,337 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 is convertible into common stock on a 1-for-1 basis. F1 · derivative.exercise_date: The restricted stock units vested and settled in common stock on May 16, 2025. F1 · derivative.expiration_date: The restricted stock units vested and settled in common stock on May 16, 2025. Read SEC document |
| May 16, 2025 Filed May 20, 2025 12:40 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 1,337 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-074908 · ownership.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,312 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 · price: The restricted stock units vested and settled in common stock on May 16, 2025. Read SEC document |
| April 29, 2025 Filed May 1, 2025 16:10 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 993 | $226.45 | $224,864.85 |
DisclosureSEC source: 0000905148-25-001395 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,672 F1 · balance_after: Balance includes approximately 9 shares acquired on March 18, 2025 through automatic dividend reinvestment. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 17:24 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 168 | $253.63 | $42,609.84 |
DisclosureSEC source: 0000905148-25-000018 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,670 F1 · balance_after: Balance includes approximately 6 shares acquired on December 6, 2024 through automatic dividend reinvestment. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 22:22 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,801 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-24-000205 · wk-form4_1732054950.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,669 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 17:07 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 246 | $173.11 | $42,585.06 |
DisclosureSEC source: 0000905148-24-002624 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,496 F1 · balance_after: Balance includes approximately 9 shares acquired on September 6, 2024 through automatic dividend reinvestment. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 16:29 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 198 | $214.63 | $42,496.74 |
DisclosureSEC source: 0000905148-24-001825 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,242 F1 · balance_after: Balance includes approximately 7 shares acquired on June 10, 2024 through automatic dividend reinvestment. Read SEC document |
| May 16, 2024 Filed May 20, 2024 16:56 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 1,337 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-062205 · ownership.xml · derivative · entry 3 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,337 Underlying: Common Stock · 1,337 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is convertible into common stock on a 1-for-1 basis. F3 · derivative.exercise_date: The restricted stock units were granted on May 16, 2024, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of stockholders following the grant date. F3 · derivative.expiration_date: The restricted stock units were granted on May 16, 2024, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of stockholders following the grant date. Read SEC document |
| May 16, 2024 Filed May 20, 2024 16:56 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Units · Derivative | 1,419 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-062205 · ownership.xml · derivative · entry 2 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,419 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 is convertible into common stock on a 1-for-1 basis. F1 · derivative.exercise_date: The restricted stock units vested and settled in common stock on May 16, 2024. F1 · derivative.expiration_date: The restricted stock units vested and settled in common stock on May 16, 2024. Read SEC document |
| May 16, 2024 Filed May 20, 2024 16:56 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 1,419 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-062205 · ownership.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,975 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 · price: The restricted stock units vested and settled in common stock on May 16, 2024. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 18:20 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 247 | $172.41 | $42,585.27 |
DisclosureSEC source: 0000905148-24-001064 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,037 F1 · balance_after: Balance includes approximately 8 shares acquired on March 19, 2024 through automatic dividend reinvestment. Balance has also been adjusted to reflect approximately 33 additional shares that were inadvertently excluded from the Form 4 filed by the reporting person on January 3, 2024. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 16:51 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 349 | $121.69 | $42,469.81 |
DisclosureSEC source: 0000905148-24-000051 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,749 F1 · balance_after: Balance includes approximately 8 shares acquired on December 9, 2023 through automatic dividend reinvestment. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 22:22 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-23-000222 · wk-form4_1700518908.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,868 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 16:26 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 391 | $108.64 | $42,478.24 |
DisclosureSEC source: 0000905148-23-001072 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,392 F1 · balance_after: Balance includes approximately 8 shares acquired on September 8, 2023 through automatic dividend reinvestment. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 17:43 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 456 | $93.29 | $42,540.24 |
DisclosureSEC source: 0001140361-23-033147 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,993 F1 · balance_after: Balance includes approximately 8 shares acquired on June 10, 2023 through automatic dividend reinvestment. Read SEC document |
| May 18, 2023 Filed May 22, 2023 19:50 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 1,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031389 · doc4.xml · derivative · entry 3 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,419 Underlying: Common Stock · 1,419 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is convertible into common stock on a 1-for-1 basis. F3 · derivative.exercise_date: The restricted stock units were granted on May 18, 2023, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of stockholders following the grant date. F3 · derivative.expiration_date: The restricted stock units were granted on May 18, 2023, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of stockholders following the grant date. Read SEC document |
| May 18, 2023 Filed May 22, 2023 19:50 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Units · Derivative | 1,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031389 · doc4.xml · derivative · entry 2 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,317 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 is convertible into common stock on a 1-for-1 basis. F1 · derivative.exercise_date: The restricted stock units vested and settled in common stock on May 18, 2023. F1 · derivative.expiration_date: The restricted stock units vested and settled in common stock on May 18, 2023. Read SEC document |
| May 18, 2023 Filed May 22, 2023 19:50 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 1,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031389 · doc4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,556 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 · price: The restricted stock units vested and settled in common stock on May 18, 2023. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 16:45 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 500 | $77.55 | $38,775.00 |
DisclosureSEC source: 0001140361-23-016288 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,530 F1 · balance_after: Balance includes approximately 7 shares acquired on March 10, 2023 through automatic dividend reinvestment. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 17:27 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 432 | $89.72 | $38,759.04 |
DisclosureSEC source: 0001140361-23-000490 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,023 F1 · balance_after: Balance includes approximately 2 shares acquired on December 9, 2022 through automatic dividend reinvestment. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 22:32 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 81 | $76.84 | $6,224.04 |
DisclosureSEC source: 0000096021-23-000008 · wf-form4_167278513469778.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,968 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees for services as Chair of the Audit Committee pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| November 18, 2022 Filed Nov 21, 2022 22:17 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-22-000221 · wf-form4_166906899942763.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,887 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| September 30, 2022 Filed Sep 30, 2022 21:15 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 87 | $71.48 | $6,218.76 |
DisclosureSEC source: 0000096021-22-000183 · wf-form4_166457250336019.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,687 F1 · shares: Represents shares elected to be received in lieu of his non-employee director annual cash retainer fees for services as Chair of the Audit Committee pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 17:58 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 443 | $87.51 | $38,766.93 |
DisclosureSEC source: 0001140361-22-036141 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,589 F1 · balance_after: Balance includes approximately 2 shares acquired on September 9, 2022 through automatic dividend reinvestment. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 21:14 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 73 | $85.30 | $6,226.90 |
DisclosureSEC source: 0000096021-22-000096 · wf-form4_165671005396098.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,600 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees for services as Chair of the Audit Committee pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 17:25 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 648 | $59.79 | $38,743.92 |
DisclosureSEC source: 0001140361-22-025073 · form4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,144 F1 · balance_after: Balance includes approximately 1 share acquired on June 10, 2022 through automatic dividend reinvestment. Read SEC document |
| May 19, 2022 Filed May 23, 2022 22:02 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 1,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031410 · doc4.xml · derivative · entry 3 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,317 Underlying: Common Stock · 1,317 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F3 · derivative.exercise_date: The restricted stock units were granted on May 19, 2022, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of the stockholders following the date of grant. F3 · derivative.expiration_date: The restricted stock units were granted on May 19, 2022, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of the stockholders following the date of grant. Read SEC document |
| May 19, 2022 Filed May 23, 2022 22:02 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock · Derivative | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031410 · doc4.xml · derivative · entry 2 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 875 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 is convertible into a share of common stock on a 1-for-1 basis. F1 · derivative.exercise_date: The restricted stock units vested and settled in common stock on May 19, 2022. F1 · derivative.expiration_date: The restricted stock units vested and settled in common stock on May 19, 2022. Read SEC document |
| May 19, 2022 Filed May 23, 2022 22:02 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031410 · doc4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,239 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 · price: The restricted stock units vested and settled in common stock on May 19, 2022. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 21:13 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 75 | $82.99 | $6,224.25 |
DisclosureSEC source: 0000096021-22-000064 · wf-form4_164884760599686.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,527 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees for services as Chair of the Audit Committee pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 21:30 UTC | Constellation Energy Corp CEG · Entity 2918 | GrantCommon Stock (Deferred Stock Units) | 495 | $51.32 | $25,403.40 |
DisclosureSEC source: 0001567619-22-008037 · doc1.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495 Read SEC document |
| December 30, 2021 Filed Jan 4, 2022 02:02 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 80 | $77.94 | $6,235.20 |
DisclosureSEC source: 0000096021-22-000008 · wf-form4_164126173552001.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,452 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees for services as Chair of the Audit Committee pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 23:17 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,469 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-21-000147 · wf-form4_163762300291600.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,372 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 21:22 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 77 | $80.93 | $6,231.61 |
DisclosureSEC source: 0000096021-21-000121 · wf-form4_163312333995255.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,903 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees for services as Chair of the Audit Committee pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 21:28 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 82 | $75.68 | $6,205.76 |
DisclosureSEC source: 0000096021-21-000057 · wf-form4_162517486463344.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,826 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees for services as Chair of the Audit Committee pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| May 20, 2021 Filed May 24, 2021 17:40 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-035206 · doc4.xml · derivative · entry 3 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 875 Underlying: Common Stock · 875 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F3 · derivative.exercise_date: The restricted stock units were granted on May 20, 2021, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of the stockholders following the date of grant. F3 · derivative.expiration_date: The restricted stock units were granted on May 20, 2021, under the Lear Corporation 2019 Long Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of the stockholders following the date of grant. Read SEC document |
| May 20, 2021 Filed May 24, 2021 17:40 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock · Derivative | 1,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-035206 · doc4.xml · derivative · entry 2 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,364 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 is convertible into a share of common stock on a 1-for-1 basis. F1 · derivative.exercise_date: The restricted stock units vested and settled in common stock on May 20, 2021. F1 · derivative.expiration_date: The restricted stock units vested and settled in common stock on May 20, 2021. Read SEC document |
| May 20, 2021 Filed May 24, 2021 17:40 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 1,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-035206 · doc4.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,364 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 · price: The restricted stock units vested and settled in common stock on May 20, 2021. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 23:16 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 79 | $79.03 | $6,243.37 |
DisclosureSEC source: 0000096021-21-000038 · wf-form4_161731893958198.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,744 F1 · shares: Represents shares elected to be received in lieu of a portion of the non-employee director annual cash retainer fees for services as Chair of the Audit Committee pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| November 20, 2020 Filed Nov 20, 2020 22:21 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,570 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-20-000133 · wf-form4_160591087009424.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,665 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| June 18, 2020 Filed Jun 22, 2020 12:32 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 1,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-038082 · doc4.xml · derivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,364 Underlying: Common Stock · 1,364 shares Expires not disclosed F1 · derivative.exercise_price: Converts into common stock of Lear Corporation on a 1-for-1 basis F2 · derivative.exercise_date: The restricted stock units were granted on June 18 2020, under the Lear Corporation 2019 Long-Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of the stockholders following the date of grant. F2 · derivative.expiration_date: The restricted stock units were granted on June 18 2020, under the Lear Corporation 2019 Long-Term Stock Incentive Plan. The restricted stock units vest and settle in common stock on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of the stockholders following the date of grant. Read SEC document |
| December 31, 2019 Filed Dec 31, 2019 21:52 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 181 | $85.80 | $15,529.80 |
DisclosureSEC source: 0000096021-19-000175 · wf-form4_157782914157717.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,095 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 145 to be received in lieu of the base retainer. Read SEC document |
| November 15, 2019 Filed Nov 15, 2019 22:07 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-19-000138 · edgar.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,914 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| September 30, 2019 Filed Sep 30, 2019 21:27 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 197 | $78.87 | $15,537.39 |
DisclosureSEC source: 0000096021-19-000112 · edgar.xml · nonDerivative · entry 1 Halverson Bradley M · CIK 0001307061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,644 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 158 shares to be received in lieu of the base retainer. 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.