Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | SVP & Chief of Operations | December 19, 2017 | December 21, 2017 |
| QUANTUM CORP /DE/QMCO · Entity 4987 | Director | September 01, 2022 | September 06, 2022 |
| S&P Global Inc.SPGI · Entity 2879 | Director | January 02, 2026 | January 06, 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.
CISCO SYSTEMS, INC.
Report date December 19, 2017 · Filed December 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 257,476 |
Reported balance
After 2017-12-19 transaction · row 1
1 source rowRow 1 · 2017-12-19 · Sale · Disposed 75,021 · Balance 257,476 F1: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $38.40 to $38.435. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $38.40 to $38.435. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.
QUANTUM CORP /DE/
Report date September 01, 2022 · Filed September 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 158,624 |
Reported balance
After 2022-09-01 transaction · row 1
1 source rowRow 1 · 2022-09-01 · Grant · Acquired 79,618 · Balance 158,624 F1: (1) Grant of Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of common stock of QMCO (the "Company"). The RSUs vest in full on the earlier of September 1, 2023 or the date of the Company's next annual stockholder meeting, subject to continued service on the Company's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: (1) Grant of Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of common stock of QMCO (the "Company"). The RSUs vest in full on the earlier of September 1, 2023 or the date of the Company's next annual stockholder meeting, subject to continued service on the Company's Board of Directors.
S&P Global Inc.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,066.47 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 498.86 · Balance 8,066.47 F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2026. F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. |
| Common StockSEC Table I · non-derivative | Direct | 469 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 469 |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2026.
F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Apptio Inc
Report date January 10, 2019 · Filed January 11, 2019
Section 16 reporting ended · disclosed 2019-01-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 1
1 source rowRow 1 · 2019-01-10 · Disposition to issuer · Disposed 8,221 · Balance 0 F1: Consists of restricted stock units which vested solely as a result of the consummation of the merger agreement Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share. F2: Disposed of pursuant to the Merger Agreement between in exchange for a cash payment of $38.00 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.86 · Expires 2020-02-11 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-01-10 · Disposition to issuer · Disposed 20,000 · Balance 0 F3: Consists of vested options, which as of the consummation of the Merger Agreement were cancelled and automatically converted into the right to received $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F4: 1/24th of the shares subject to the option became vested and exercisable on November 17, 2009 and 1/24th of the shares subject to the option vested monthly thereafter. The option became fully vested and exercisable on November 17, 2011. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units which vested solely as a result of the consummation of the merger agreement Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share.
F2: Disposed of pursuant to the Merger Agreement between in exchange for a cash payment of $38.00 per share.
F3: Consists of vested options, which as of the consummation of the Merger Agreement were cancelled and automatically converted into the right to received $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.
F4: 1/24th of the shares subject to the option became vested and exercisable on November 17, 2009 and 1/24th of the shares subject to the option vested monthly thereafter. The option became fully vested and exercisable on November 17, 2011.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 02, 2026 Filed Jan 6, 2026 21:07 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 498.86 | $512.66 Strike: $0.00 | $255,745.57 |
DisclosureSEC source: 0001623506-26-000002 · wk-form4_1767733674.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,066.47 Underlying: Common Stock · 498.86 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2026. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:13 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 509.27 | $495.50 Strike: $0.00 | $252,343.29 |
DisclosureSEC source: 0000064040-25-000029 · wk-form4_1736197992.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,567.61 Underlying: Common Stock · 509.27 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2025. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:58 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 461.63 | $436.39 Strike: $0.00 | $201,450.72 |
DisclosureSEC source: 0000064040-24-000040 · wk-form4_1704416299.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,058.32 Underlying: Common Stock · 461.63 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2024. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 01:29 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 542.07 | $335.17 Strike: $0.00 | $181,685.60 |
DisclosureSEC source: 0000064040-23-000048 · wf-form4_167296853615578.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,596.69 Underlying: Common Stock · 542.07 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/03/2023. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 20:50 UTC | QUANTUM CORP /DE/ QMCO · Entity 4987 | GrantCommon Stock | 79,618 | $0.00 | $0.00 |
DisclosureSEC source: 0000709283-22-000037 · wf-form4_166249739865075.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,624 F1 · shares: (1) Grant of Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of common stock of QMCO (the "Company"). The RSUs vest in full on the earlier of September 1, 2023 or the date of the Company's next annual stockholder meeting, subject to continued service on the Company's Board of Directors. Read SEC document |
| April 22, 2022 Filed Apr 26, 2022 23:59 UTC | QUANTUM CORP /DE/ QMCO · Entity 4987 | OtherSubscription Rights (Rights to buy) · Derivative | 16,592 | $0.00 Strike: $2.25 | $0.00 |
DisclosureSEC source: 0000709283-22-000012 · wf-form4_165101752862655.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,592 shares Expires 2022-04-18 Read SEC document |
| April 22, 2022 Filed Apr 26, 2022 23:59 UTC | QUANTUM CORP /DE/ QMCO · Entity 4987 | OtherCommon Stock | 16,592 | $2.25 | $37,332.00 |
DisclosureSEC source: 0000709283-22-000012 · wf-form4_165101752862655.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,006 F1 · kind: Exercise of irrevocable subscription rights to acquire shares of common stock at the closing of the Issuer's rights offering on April 22, 2022. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 17:20 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 387.17 | $461.10 Strike: $0.00 | $178,524.09 |
DisclosureSEC source: 0000064040-22-000040 · wf-form4_164140323336862.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,054.62 Underlying: Common Stock · 387.17 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/03/2022. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:57 UTC | QUANTUM CORP /DE/ QMCO · Entity 4987 | GrantCommon Stock | 23,148 | $0.00 | $0.00 |
DisclosureSEC source: 0000709283-21-000069 · wf-form4_163346743381326.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,414 F1 · security: Grant of Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of common stock of QMCO (the "Company"). The RSUs vest in full on the earlier of October 1, 2022 or the date of the Company's next annual stockholder meeting, subject to continued service on the Company's Board of Directors. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 23:39 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 525.33 | $333.25 Strike: $0.00 | $175,066.22 |
DisclosureSEC source: 0000064040-21-000039 · wf-form4_160997632748574.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,667.45 Underlying: Common Stock · 525.33 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/04/2021. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 22:10 UTC | QUANTUM CORP /DE/ QMCO · Entity 4987 | GrantCommon Stock | 23,496 | $0.00 | $0.00 |
DisclosureSEC source: 0000709283-20-000032 · wf-form4_159917102032858.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,266 F1 · security: Grant of Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of common stock of QMCO (the "Company"). The RSUs vest in full on the earlier of September 1, 2021 or the date of the Company's next annual stockholder meeting, subject to continued service on the Company's Board of Directors. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 22:02 UTC | QUANTUM CORP /DE/ QMCO · Entity 4987 | GrantCommon Stock | 15,770 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-002837 · doc4.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,770 F1 · security: Grant of Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of common stock of QMCO (the "Company"). The RSUs vest in full on the earlier of January 10, 2021 or the date of the Company's next annual stockholder meeting, subject to continued employment. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 00:18 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 617.72 | $277.84 Strike: $0.00 | $171,627.32 |
DisclosureSEC source: 0000064040-20-000038 · wf-form4_157835627448923.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,142.12 Underlying: Common Stock · 617.72 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2020. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 10, 2019 Filed Jan 11, 2019 21:34 UTC | Apptio Inc APTI · Entity 161106 | Disposition to issuerStock Option (right to buy) · Derivative | 20,000 | Not disclosed Strike: $0.86 | Not disclosed |
DisclosureSEC source: 0000899243-19-001082 · doc4.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2020-02-11 F3 · shares: Consists of vested options, which as of the consummation of the Merger Agreement were cancelled and automatically converted into the right to received $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F3 · price: Consists of vested options, which as of the consummation of the Merger Agreement were cancelled and automatically converted into the right to received $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F4 · derivative.exercise_date: 1/24th of the shares subject to the option became vested and exercisable on November 17, 2009 and 1/24th of the shares subject to the option vested monthly thereafter. The option became fully vested and exercisable on November 17, 2011. F3 · derivative.underlying_shares: Consists of vested options, which as of the consummation of the Merger Agreement were cancelled and automatically converted into the right to received $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. Read SEC document |
| January 10, 2019 Filed Jan 11, 2019 21:34 UTC | Apptio Inc APTI · Entity 161106 | Disposition to issuerClass A Common Stock | 8,221 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-001082 · doc4.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Consists of restricted stock units which vested solely as a result of the consummation of the merger agreement Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share. F2 · price: Disposed of pursuant to the Merger Agreement between in exchange for a cash payment of $38.00 per share. Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 00:15 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 935.79 | $169.85 Strike: $0.00 | $158,943.93 |
DisclosureSEC source: 0000064040-19-000052 · wf-form4_154664733355137.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,524.4 Underlying: Common Stock · 935.79 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on January 2, 2019. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 19:00 UTC | Apptio Inc APTI · Entity 161106 | GrantClass A Common Stock | 8,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044611 · doc4.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,221 F1 · shares: Each share is represented by a restricted stock unit (RSU) that represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: 1/3rd of the RSUs will vest on July 27, 2019 and the remainder shall vest quarterly thereafter in equal installments over the remaining two years, subject to the Reporting Person's continued service through each vesting date. F3 · balance_after: Includes 8,221 RSUs that represent contingent rights to receive 8,221 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:01 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 926.89 | $168.12 Strike: $0.00 | $155,828.75 |
DisclosureSEC source: 0000064040-18-000030 · wf-form4_151509608871150.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,588.61 Underlying: Common Stock · 926.89 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on January 2, 2018. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| December 19, 2017 Filed Dec 21, 2017 21:49 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 75,021 | $38.42 | $2,882,314.32 |
DisclosureSEC source: 0001140361-17-047011 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,476 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $38.40 to $38.435. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 21:59 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 10,528 | $35.90 | $377,955.20 |
DisclosureSEC source: 0001140361-17-043693 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,497 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on September 23, 2016. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 23:14 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 77,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-036249 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,025 F1 · shares: Represents a restricted stock unit award that vests in installments, with twenty-five percent (25%) of the shares vesting on November 10, 2018 and six-and-one-quarter percent (6.25%) of the shares vesting quarterly thereafter. Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 23:16 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 69,248 | $31.48 | $2,179,927.04 |
DisclosureSEC source: 0001140361-17-035395 · doc1.xml · nonDerivative · entry 3 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,925 F3 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of the PRSUs described in footnotes 1 and 2 and the partial settlement of four (4) restricted stock unit awards originally reported by the reporting person in a Form 3 filed with the Commission on August 4, 2015 and in a Form 4 filed with the Commission on September 11, 2015. Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 23:16 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-035395 · doc1.xml · nonDerivative · entry 2 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,173 F2 · shares: Represents settlement of a PRSU award granted on May 28, 2015 resulting from the satisfaction of performance metrics during the two-year performance period. Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 23:16 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 57,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-035395 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,923 F1 · shares: Represents settlement of a performance-based restricted stock unit ("PRSU") award granted on September 10, 2014 resulting from the satisfaction of performance metrics during the three-year performance period. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 21:04 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 92,840 | $31.71 | $2,943,659.31 |
DisclosureSEC source: 0001140361-17-025371 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,725 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $31.70 to $31.73. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| June 11, 2017 Filed Jun 13, 2017 22:39 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 9,396 | $31.37 | $294,752.52 |
DisclosureSEC source: 0001140361-17-024908 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,565 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a restricted stock unit award originally reported by the reporting person in a Form 3 filed with the Commission on August 4, 2015. Read SEC document |
| April 03, 2017 Filed Jun 17, 2024 20:04 UTC | S&P Global Inc. SPGI · Entity 2879 | PurchaseCommon Stock | 69 | $130.01 | $8,970.69 |
DisclosureSEC source: 0000064040-24-000134 · wk-form4_1718654673.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 469 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $129.64 to $130.16, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:20 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,095.88 | $108.39 Strike: $0.00 | $118,782.43 |
DisclosureSEC source: 0001225208-17-000357 · doc4.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,661.72 Underlying: Common Stock · 1,095.88 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Stock Ownership Plan based on the closing price of SPGI common stock on January 3, 2017. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 23:06 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 80,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-080662 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,961 F1 · shares: Represents a restricted stock unit award that vests in four (4) successive equal annual installments, with the first twenty-five percent (25%) of the shares vesting on November 20, 2017. Read SEC document |
| September 11, 2016 Filed Sep 14, 2016 01:56 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 67,526 | $30.85 | $2,083,177.10 |
DisclosureSEC source: 0001140361-16-079717 · doc1.xml · nonDerivative · entry 2 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,261 F2 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of the PRSU described in footnote 1 and the settlement of the partial settlement of four (4) restricted stock unit awards originally reported by the reporting person in a Form 3 filed with the Commission on August 4, 2015 and in a Form 4 filed with the Commission on September 11, 2015. Read SEC document |
| September 11, 2016 Filed Sep 14, 2016 01:56 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 55,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-079717 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,787 F1 · shares: Represents settlement of a performance-based restricted stock unit ("PRSU") award granted on September 18, 2013 resulting from the satisfaction of performance metrics during the three-year performance period. Read SEC document |
| June 11, 2016 Filed Jun 14, 2016 21:42 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 13,046 | $29.03 | $378,725.38 |
DisclosureSEC source: 0001140361-16-069752 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,684 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a restricted stock unit award originally reported by the reporting person in a Form 3 filed with the Commission on August 4, 2015. Read SEC document |
| June 01, 2016 Filed Jun 3, 2016 21:20 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 90,000 | $28.97 | $2,607,453.00 |
DisclosureSEC source: 0001140361-16-068611 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,730 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $28.94 to $29.01. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 11, 2016 Filed Feb 12, 2016 22:49 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 19,685 | $22.51 | $443,109.35 |
DisclosureSEC source: 0001140361-16-052424 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,730 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a restricted stock unit award originally reported by the reporting person in a Form 3 filed with the Commission on August 4, 2015. Read SEC document |
| January 04, 2016 Filed Jan 5, 2016 18:25 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,234.58 | $94.80 Strike: $0.00 | $117,038.18 |
DisclosureSEC source: 0001225208-16-023390 · doc4.xml · derivative · entry 2 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,565.84 Underlying: Common Stock · 1,234.58 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw hill Financial Director Stock Ownership Plan based on the closing price of McGraw Hill Financial common stock on January 4, 2016. F2 · derivative.exercise_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. Read SEC document |
| September 11, 2015 Filed Sep 15, 2015 22:04 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 65,554 | $26.26 | $1,721,448.04 |
DisclosureSEC source: 0001140361-15-035143 · doc1.xml · nonDerivative · entry 2 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,415 F2 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of the PRSU described in footnote 1 and the partial settlement of four (4) restricted stock unit awards originally reported by the reporting person in a Form 3 filed with the Commission on August 4, 2015. Read SEC document |
| September 11, 2015 Filed Sep 15, 2015 22:04 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 69,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-035143 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,969 F1 · shares: Represents settlement of a performance-based restricted stock unit ("PRSU") award granted on September 12, 2012 resulting from the satisfaction of performance metrics during the three-year performance period. Read SEC document |
| September 09, 2015 Filed Sep 12, 2015 00:07 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 107,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-034924 · doc1.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · SVP & Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,075 F1 · shares: Represents a restricted stock unit award that vests in four (4) successive equal annual installments, with the first twenty-five percent (25%) of the shares vesting on September 11, 2016. Read SEC document |
| February 17, 2015 Filed Feb 18, 2015 21:43 UTC | S&P Global Inc. MHFI · Entity 2879 | PurchaseCommon Stock | 400 | $103.07 | $41,227.96 |
DisclosureSEC source: 0001225208-15-004506 · doc4.xml · nonDerivative · entry 1 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Read SEC document |
| January 05, 2015 Filed Jan 6, 2015 22:02 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 331.26 | $87.09 Strike: $0.00 | $28,849.43 |
DisclosureSEC source: 0001225208-15-000837 · doc4.xml · derivative · entry 1 Jacoby Rebecca · CIK 0001623506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331.26 Underlying: Common Stock · 331.26 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw Hill Financial Director Stock Ownership Plan based on the closing price of McGraw Hill Financial common stock on January 5, 2015. F2 · derivative.exercise_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan and are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan and are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. 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.