Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elevance Health, Inc.ELV · Entity 2934 | Director · President and CEO | July 17, 2026 | July 17, 2026 |
| NOVAVAX INCNVAX · Entity 4632 | Director | March 16, 2017 | March 20, 2017 |
| TARGET CORPTGT · Entity 2967 | Director | March 11, 2026 | March 13, 2026 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | EVP & CEO, UnitedHealthcare | September 23, 2014 | September 25, 2014 |
| XCEL ENERGY INCXEL · Entity 3042 | Director | December 28, 2017 | January 02, 2018 |
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.
Elevance Health, Inc.
Report date July 17, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 171,976 |
Ending reported balance
After 2026-07-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-17 · Purchase · Acquired 680 · Balance 169,931 F1: This transaction was executed in multiple purchases at prices ranging from $366.14 to $366.48. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 2 · 2026-07-17 · Purchase · Acquired 2,045 · Balance 171,976 F2: This transaction was executed in multiple purchases at prices ranging from $367.76 to $368.69. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| Common StockSEC Table I · non-derivative | IndirectShares Held in Spouse's Revocable Trust | 60 |
Reported balance
Holding disclosure · report date 2026-07-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 60 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple purchases at prices ranging from $366.14 to $366.48. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F2: This transaction was executed in multiple purchases at prices ranging from $367.76 to $368.69. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
NOVAVAX INC
Report date March 16, 2017 · Filed March 20, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.38 · Expires 2027-03-16 | Direct | 80,000 |
Reported balance
After 2017-03-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-03-16 · Grant · Acquired 80,000 · Balance 80,000 F1: One hundred percent (100%) of the shares subject to this option grant under the Novavax, Inc. (the "Company") Amended and Restated 2015 Stock Incentive Plan will vest one (1) year from the March 16, 2017 grant date subject to continued service on the Company's Board of Directors through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: One hundred percent (100%) of the shares subject to this option grant under the Novavax, Inc. (the "Company") Amended and Restated 2015 Stock Incentive Plan will vest one (1) year from the March 16, 2017 grant date subject to continued service on the Company's Board of Directors through the vesting date.
TARGET CORP
Report date March 11, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,192 |
Reported balance
After 2026-03-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-11 · Grant · Acquired 2,682 · Balance 12,192 F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan. F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan.
F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.
UNITEDHEALTH GROUP INC
Report date September 23, 2014 · Filed September 25, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 184,731.6713 |
Reported balance
After 2014-09-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2014-09-23 · Grant · Acquired 657.185 · Balance 184,731.6713 F1: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. F2: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest.
F2: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan.
XCEL ENERGY INC
Report date December 28, 2017 · Filed January 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Equivalent UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 49,473.053 |
Reported balance
After 2017-12-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-12-28 · Grant · Acquired 690.377 · Balance 49,473.053 F1: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2: Of the 690.377 stock equivalent units, 575.314 were granted at a price of $47.80 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 115.063 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3: Includes 348.905 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents during the current quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash.
F2: Of the 690.377 stock equivalent units, 575.314 were granted at a price of $47.80 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 115.063 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer.
F3: Includes 348.905 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents during the current quarter.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ZIMMER BIOMET HOLDINGS, INC.
Report date March 31, 2021 · Filed April 02, 2021
Section 16 reporting ended · disclosed 2019-04-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $161.97 | Direct | 11,743.19 |
Reported balance
After 2021-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-03-31 · Grant · Acquired 169.785 · Balance 11,743.19 F1: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F4: Includes 17.692 phantom stock units accrued on January 29, 2021 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.
F2: The Conversion or Exercise Price of Derivative Security is 1-for-1.
F3: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director.
F4: Includes 17.692 phantom stock units accrued on January 29, 2021 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.
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 |
|---|---|---|---|---|---|---|
| June 30, 2020 Filed Jul 2, 2020 20:50 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 232.303 | $0.00 Strike: $118.38 | $0.00 |
DisclosureSEC source: 0000911916-20-000158 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,133.374 Underlying: Common Stock · 232.303 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. Read SEC document |
| May 08, 2020 Filed May 12, 2020 20:32 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 1,077.229 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-20-000100 · edgar.xml · derivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,441.11 Underlying: Common Stock · 1,077.229 shares Expires not disclosed F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date. F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date. F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods. Read SEC document |
| May 08, 2020 Filed May 12, 2020 20:32 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 500 | $0.00 Strike: $120.68 | $0.00 |
DisclosureSEC source: 0000911916-20-000100 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,901.071 Underlying: Common Stock · 500 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director. F4 · balance_after: Includes 20.103 phantom stock units accrued on April 30, 2020 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:17 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 277.722 | $0.00 Strike: $99.02 | $0.00 |
DisclosureSEC source: 0000911916-20-000084 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,380.968 Underlying: Common Stock · 277.722 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F4 · balance_after: Includes 15.93 phantom stock units accrued on January 31, 2020 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:38 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 58,809 | $0.00 Strike: $271.27 | $0.00 |
DisclosureSEC source: 0001127602-20-009432 · form4.xml · derivative · entry 5 BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,809 Underlying: Common Stock · 58,809 shares Expires 2030-03-02 F4 · derivative.exercise_date: The option represents a right to purchase a total of 58,809 shares, and is exercisable in three annual installments of 19,603 shares each, beginning on 3/2/2021, which is the one-year anniversary of the option grant date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:38 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 33,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009432 · form4.xml · nonDerivative · entry 3 BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,277.78 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 12/1/2020. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:38 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 11,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009432 · form4.xml · nonDerivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,175.78 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 3,686 shares on 3/2/2021, and 3,687 shares each on 3/2/2022 and 3/2/2023. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:38 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 2,440 | $271.27 | $661,898.80 |
DisclosureSEC source: 0001127602-20-009432 · form4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,115.78 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| January 30, 2020 Filed Jan 31, 2020 11:01 UTC | Elevance Health, Inc. ANTM · Entity 2934 | PurchaseCommon Stock | 2,000 | $264.22 | $528,440.00 |
DisclosureSEC source: 0001127602-20-002815 · form4.xml · nonDerivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,555.78 F2 · price: This transaction was executed in multiple trades at prices ranging from $264.06 to $264.36. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · balance_after: Balance includes 6.78 shares acquired through a dividend reinvestment plan. Read SEC document |
| January 30, 2020 Filed Jan 31, 2020 11:01 UTC | Elevance Health, Inc. ANTM · Entity 2934 | PurchaseCommon Stock | 5,600 | $263.52 | $1,475,712.00 |
DisclosureSEC source: 0001127602-20-002815 · form4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,555.78 F1 · price: This transaction was executed in multiple trades at prices ranging from $262.93 to $263.88. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:41 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 184.564 | $0.00 Strike: $149.00 | $0.00 |
DisclosureSEC source: 0000911916-20-000007 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,087.316 Underlying: Common Stock · 184.564 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F4 · balance_after: Includes 17.231 phantom stock units accrued on October 31, 2019 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 20:34 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 174.466 | $0.00 Strike: $136.13 | $0.00 |
DisclosureSEC source: 0000911916-19-000170 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,885.521 Underlying: Common Stock · 174.466 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F4 · balance_after: Includes 16.862 phantom stock units accrued on July 31, 2019 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 20:17 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 204.161 | $0.00 Strike: $116.33 | $0.00 |
DisclosureSEC source: 0000911916-19-000146 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,694.193 Underlying: Common Stock · 204.161 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. Read SEC document |
| May 10, 2019 Filed May 14, 2019 21:23 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 1,078.122 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-19-000110 · edgar.xml · derivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,363.881 Underlying: Common Stock · 1,078.122 shares Expires not disclosed F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date. F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date. F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods. Read SEC document |
| May 10, 2019 Filed May 14, 2019 21:23 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 500 | $0.00 Strike: $120.58 | $0.00 |
DisclosureSEC source: 0000911916-19-000110 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,490.032 Underlying: Common Stock · 500 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director. F4 · balance_after: Includes 17.300 phantom stock units accrued on April 30, 2019 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 23:01 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 186.67 | $0.00 Strike: $127.23 | $0.00 |
DisclosureSEC source: 0000911916-19-000098 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,972.732 Underlying: Common Stock · 186.67 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F4 · balance_after: Includes 18.836 phantom stock units accrued on January 31, 2019 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 41,820 | $0.00 Strike: $307.68 | $0.00 |
DisclosureSEC source: 0001127602-19-009896 · form4.xml · derivative · entry 4 BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,820 Underlying: Common Stock · 41,820 shares Expires 2029-03-01 F3 · derivative.exercise_date: The option represents a right to purchase a total of 41,820 shares, and is exercisable in three annual installments of 13,940 shares each, beginning on 3/1/2020, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 9,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009896 · form4.xml · nonDerivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,949 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 3,020 shares each on 3/1/2020, 3/1/2021 and 3/1/2022. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 1,155 | $307.68 | $355,370.40 |
DisclosureSEC source: 0001127602-19-009896 · form4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,889 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 21:53 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | PurchaseCommon Stock | 2,095 | $119.33 | $249,987.97 |
DisclosureSEC source: 0000911916-19-000024 · edgar.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,095 F1 · price: Represents the purchase of 2,095 shares in multiple transactions ranging in price from $119.19 to $119.49 per share, resulting in a weighted average purchase price of $119.326. The reporting person will provide, upon request by the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each price within the range. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:16 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 229.668 | $0.00 Strike: $103.41 | $0.00 |
DisclosureSEC source: 0000911916-19-000003 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,767.226 Underlying: Common Stock · 229.668 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs. F4 · balance_after: Includes 17.437 phantom stock units accrued on October 31, 2018 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 19:50 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 181.783 | $0.00 Strike: $130.65 | $0.00 |
DisclosureSEC source: 0000911916-18-000177 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,520.121 Underlying: Common Stock · 181.783 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs. F4 · balance_after: Includes 15.468 phantom stock units accrued on July 31, 2018 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 20:05 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 211.393 | $0.00 Strike: $112.35 | $0.00 |
DisclosureSEC source: 0000911916-18-000133 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,322.87 Underlying: Common Stock · 211.393 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs. Read SEC document |
| May 15, 2018 Filed May 17, 2018 18:13 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 1,143.159 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-18-000121 · edgar.xml · derivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,285.759 Underlying: Common Stock · 1,143.159 shares Expires not disclosed F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date. F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date. F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods. Read SEC document |
| May 15, 2018 Filed May 17, 2018 18:13 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 500 | $0.00 Strike: $113.72 | $0.00 |
DisclosureSEC source: 0000911916-18-000121 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,111.477 Underlying: Common Stock · 500 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director ("Annual Deferred Share Units"). F3 · derivative.expiration_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director ("Annual Deferred Share Units"). F4 · balance_after: Includes 15.229 phantom stock units accrued on April 30, 2018 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 19:09 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 218.672 | $0.00 Strike: $108.61 | $0.00 |
DisclosureSEC source: 0000911916-18-000104 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,596.248 Underlying: Common Stock · 218.672 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs. F4 · balance_after: Includes 13.462 phantom stock units accrued on January 29, 2018 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:38 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 46,554 | $0.00 Strike: $232.04 | $0.00 |
DisclosureSEC source: 0001127602-18-010085 · form4.xml · derivative · entry 3 BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,554 Underlying: Common Stock · 46,554 shares Expires 2028-03-01 F2 · derivative.exercise_date: The option represents a right to purchase a total of 46,554 shares, and is exercisable in six semi-annual installments of 7,759 shares each, beginning on September 1, 2018, which is the six-month anniversary of the option grant date. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:38 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 11,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010085 · form4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,044 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 3,681 shares each on 3/1/2019 and 3/1/2020, and 3,682 on 3/1/2021. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 18:28 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 195.812 | $0.00 Strike: $121.29 | $0.00 |
DisclosureSEC source: 0000911916-18-000013 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,364.114 Underlying: Common Stock · 195.812 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F4 · balance_after: Includes 13.973 phantom stock units accrued on October 27, 2017 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 28, 2017 Filed Jan 2, 2018 22:14 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 690.377 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001140361-18-000218 · doc1.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,473.053 Underlying: Common Stock · 690.377 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · shares: Of the 690.377 stock equivalent units, 575.314 were granted at a price of $47.80 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 115.063 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F2 · price: Of the 690.377 stock equivalent units, 575.314 were granted at a price of $47.80 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 115.063 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F3 · balance_after: Includes 348.905 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents during the current quarter. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 12:50 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 204.266 | $0.00 Strike: $116.27 | $0.00 |
DisclosureSEC source: 0000911916-17-000234 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,154.329 Underlying: Common Stock · 204.266 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F4 · balance_after: Includes 13.391 phantom stock units accrued on July 28, 2017 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 28, 2017 Filed Sep 29, 2017 20:33 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 701.531 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001140361-17-036958 · doc1.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,433.771 Underlying: Common Stock · 701.531 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · shares: Of the 701.531 stock equivalent units, 584.609 were granted at a price of $47.04 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 116.922 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F2 · price: Of the 701.531 stock equivalent units, 584.609 were granted at a price of $47.04 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 116.922 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F3 · balance_after: Includes 360.385 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents during the current quarter. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:50 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 184.954 | $0.00 Strike: $128.41 | $0.00 |
DisclosureSEC source: 0000911916-17-000210 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,936.672 Underlying: Common Stock · 184.954 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. Read SEC document |
| June 28, 2017 Filed Jun 30, 2017 14:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 701.978 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001140361-17-026749 · doc1.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,371.855 Underlying: Common Stock · 701.978 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · shares: Of the 701.978 stock equivalent units, 584.982 were granted at a price of $47.01 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 116.996 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F2 · price: Of the 701.978 stock equivalent units, 584.982 were granted at a price of $47.01 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 116.996 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. Read SEC document |
| May 18, 2017 Filed May 19, 2017 20:45 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 3,069.502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-021578 · doc1.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,669.877 Underlying: Common Stock · 3,069.502 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · balance_after: Includes 341.691 shares of stock equivalent units acquired pursuant to reinvestment of stock equivalent unit dividends. Read SEC document |
| May 12, 2017 Filed May 16, 2017 18:15 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 1,067.85 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-17-000176 · edgar.xml · derivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,142.6 Underlying: Common Stock · 1,067.85 shares Expires not disclosed F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date. F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date. F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods. Read SEC document |
| May 12, 2017 Filed May 16, 2017 18:15 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 500 | $0.00 Strike: $121.74 | $0.00 |
DisclosureSEC source: 0000911916-17-000176 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,751.718 Underlying: Common Stock · 500 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director ("Annual Deferred Share Units"). F3 · derivative.expiration_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director ("Annual Deferred Share Units"). F4 · balance_after: Includes 12.639 phantom stock units accrued on April 28, 2017 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:08 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 195.489 | $0.00 Strike: $121.49 | $0.00 |
DisclosureSEC source: 0000911916-17-000145 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,239.079 Underlying: Common Stock · 195.489 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F4 · balance_after: Includes 11.936 phantom stock units accrued on January 27, 2017 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 16:06 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 737.101 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001140361-17-013884 · doc1.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,258.684 Underlying: Common Stock · 737.101 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · shares: Of the 737.101 stock equivalent units, 614.25 were granted at a price of $44.77 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 122.85 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F2 · price: Of the 737.101 stock equivalent units, 614.25 were granted at a price of $44.77 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 122.85 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F3 · balance_after: Includes 343.970 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents during the current quarter. Read SEC document |
| March 16, 2017 Filed Mar 20, 2017 20:18 UTC | NOVAVAX INC NVAX · Entity 4632 | GrantStock Option (Right to buy) · Derivative | 80,000 | $0.00 Strike: $1.38 | $0.00 |
DisclosureSEC source: 0001209191-17-021710 · doc4.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires 2027-03-16 F1 · derivative.exercise_date: One hundred percent (100%) of the shares subject to this option grant under the Novavax, Inc. (the "Company") Amended and Restated 2015 Stock Incentive Plan will vest one (1) year from the March 16, 2017 grant date subject to continued service on the Company's Board of Directors through the vesting date. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 20:45 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 229.713 | $0.00 Strike: $103.39 | $0.00 |
DisclosureSEC source: 0000911916-17-000008 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,031.654 Underlying: Common Stock · 229.713 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F4 · balance_after: Includes 11.016 phantom stock units accrued on October 28, 2016 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 28, 2016 Filed Dec 30, 2016 20:26 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 810.214 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001140361-16-091186 · doc1.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,177.613 Underlying: Common Stock · 810.214 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · shares: Of the 810.214 stock equivalent units, 675.178 were granted at a price of $40.73 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 135.036 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F2 · price: Of the 810.214 stock equivalent units, 675.178 were granted at a price of $40.73 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 135.036 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F3 · balance_after: Includes 339.602 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents during the current quarter. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:21 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 183.582 | $0.00 Strike: $129.37 | $0.00 |
DisclosureSEC source: 0000911916-16-000666 · edgar.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,790.925 Underlying: Common Stock · 183.582 shares Expires not disclosed F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F4 · balance_after: Includes 10.013 phantom stock units accrued on July 29, 2016 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 20:53 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 754.995 | $42.37 Strike: $0.00 | $31,989.14 |
DisclosureSEC source: 0001140361-16-081242 · doc1.xml · derivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,027.797 Underlying: Common Stock · 754.995 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · shares: Of the 754.995 stock equivalent units, 629.162 were granted at a price of $42.37 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 125.833 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F2 · price: Of the 754.995 stock equivalent units, 629.162 were granted at a price of $42.37 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 125.833 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F3 · balance_after: Includes 304.731 shares of stock equivalent units acquired pursuant to reinvestment of stock equivalent unit dividends. Read SEC document |
| September 20, 2016 Filed Sep 21, 2016 20:21 UTC | NOVAVAX INC NVAX · Entity 4632 | PurchaseCommon Stock | 100,000 | $1.45 | $144,850.00 |
DisclosureSEC source: 0001209191-16-142271 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 F1 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.44 to $1.45, inclusive. The reporting person undertakes to provide Novavax, Inc., any security holder of Novavax, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each price within the range set forth in this footnote. Read SEC document |
| September 23, 2014 Filed Sep 25, 2014 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 657.185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-059795 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,731.6713 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 25, 2014 Filed Jun 27, 2014 20:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 687.972 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-044163 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,739.2603 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 25, 2014 Filed Mar 26, 2014 21:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 519.746 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-023213 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,051.2883 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| February 28, 2014 Filed Mar 3, 2014 22:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,678 | $76.13 | $280,006.14 |
DisclosureSEC source: 0001209191-14-015913 · doc4.xml · nonDerivative · entry 4 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,531.5423 Read SEC document |
| February 27, 2014 Filed Mar 3, 2014 22:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 19,006 | $0.00 Strike: $33.00 | $0.00 |
DisclosureSEC source: 0001209191-14-015913 · doc4.xml · derivative · entry 5 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,006 shares Expires 2020-02-09 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. F2 · derivative.exercise_date: The stock appreciation rights vested at a rate of 25% annually on February 9 from the years 2011 through 2014. 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.