Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMTSU Liquidation, Inc.CBRIQ · Entity 160025 | Director | April 15, 2017 | April 18, 2017 |
| FLUOR CORPFLR · Entity 3672 | Director | May 06, 2026 | May 08, 2026 |
| LPL Financial Holdings Inc.LPLA · Entity 3160 | Director | August 28, 2026 | September 01, 2026 |
| VALERO ENERGY CORP/TXVLO · Entity 2908 | Director | May 07, 2026 | May 11, 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.
CMTSU Liquidation, Inc.
Report date April 15, 2017 · Filed April 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par valueSEC Table I · non-derivative | Direct | 145,481 |
Reported balance
After 2017-04-15 transaction · row 1
1 source rowRow 1 · 2017-04-15 · Exercise / conversion · Acquired 45,139 · Balance 145,481 F1: Represents shares acquired upon release of restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 152,934 |
Reported balance
After 2017-04-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-04-15 · Exercise / conversion · Disposed 45,139 · Balance 152,934 F2: Each Restricted Stock Unit represents a contingent right to receive one share of CIBER, Inc. common stock. F3: The Restricted Stock Unit vests in equal quarterly installments over a period of one year. F4: RSU converts to common stock over 1 year life (per vesting schedule). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired upon release of restricted stock units.
F2: Each Restricted Stock Unit represents a contingent right to receive one share of CIBER, Inc. common stock.
F3: The Restricted Stock Unit vests in equal quarterly installments over a period of one year.
F4: RSU converts to common stock over 1 year life (per vesting schedule).
FLUOR CORP
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,380 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 3,506 · Balance 43,380 F1: Granted as restricted stock units that vested on May 6, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted as restricted stock units that vested on May 6, 2026.
LPL Financial Holdings Inc.
Report date August 28, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,764 |
Reported balance
After 2026-08-28 transaction · row 1
1 source rowRow 1 · 2026-08-28 · Grant · Acquired 4 · Balance 17,764 F1: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock.
VALERO ENERGY CORP/TX
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 939 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 939 · Balance 939 F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ADVANCED MICRO DEVICES INC
Report date May 08, 2014 · Filed May 12, 2014
Section 16 reporting ended · disclosed 2014-05-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 246,389 |
Reported balance
After 2014-05-08 transaction · row 1
1 source rowRow 1 · 2014-05-08 · Exercise / conversion · Acquired 119,269 · Balance 246,389 F1: Ms. Eberhart did not stand for re-election at AMD's 2014 Annual Meeting of Stockholders held on May 8, 2014 and ceased to be a member of the AMD Board of Directors as of May 8, 2014. In connection with AMD's outside director equity compensation policy, because Ms. Eberhart served as a member of the Board for at least three years prior to her retirement and satisfied AMD's equity ownership guidelines, her unvested RSU awards, comprised of 69,269 shares of common stock, became fully vested on May 8, 2014. In addition, pursuant to AMD's outside director equity compensation policy, Ms. Eberhart elected to defer the issuance of 50,000 shares of common stock issuable upon the vesting of her RSU awards until she ceases to serve on the Board. On May 8, 2014 the deferred shares were issued to Ms. Eberhart. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2014-05-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2014-05-08 · Exercise / conversion · Disposed 50,000 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of common stock. F3: This award vested 1/3 on each of May 7, 2010, 2011 and 2012. Ms. Eberhart elected to defer the issuance of 50,000 shares of common stock issuable upon the vesting of her RSU awards until she ceases to serve on the Board. On May 8, 2014, the deferred shares were issued to Ms. Eberhart. |
| Restricted Stock unitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2014-05-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2014-05-08 · Exercise / conversion · Disposed 69,269 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of common stock. F4: Ms. Eberhart did not stand for re-election at AMD's 2014 Annual Meeting of Stockholders held on May 8, 2014 and ceased to be a member of the AMD Board of Directors as of May 8, 2014. In connection with AMD's outside director equity compensation policy, because Ms. Eberhart served as a member of the Board for at least three years prior to her retirement and satisfied AMD's equity ownership guidelines, her unvested RSU awards, comprised of 69,269 shares of common stock, became fully vested on May 8, 2014. |
Filing footnotes · ownership attribution and instrument terms
F1: Ms. Eberhart did not stand for re-election at AMD's 2014 Annual Meeting of Stockholders held on May 8, 2014 and ceased to be a member of the AMD Board of Directors as of May 8, 2014. In connection with AMD's outside director equity compensation policy, because Ms. Eberhart served as a member of the Board for at least three years prior to her retirement and satisfied AMD's equity ownership guidelines, her unvested RSU awards, comprised of 69,269 shares of common stock, became fully vested on May 8, 2014. In addition, pursuant to AMD's outside director equity compensation policy, Ms. Eberhart elected to defer the issuance of 50,000 shares of common stock issuable upon the vesting of her RSU awards until she ceases to serve on the Board. On May 8, 2014 the deferred shares were issued to Ms. Eberhart.
F2: Each restricted stock unit represents a contingent right to receive one share of common stock.
F3: This award vested 1/3 on each of May 7, 2010, 2011 and 2012. Ms. Eberhart elected to defer the issuance of 50,000 shares of common stock issuable upon the vesting of her RSU awards until she ceases to serve on the Board. On May 8, 2014, the deferred shares were issued to Ms. Eberhart.
F4: Ms. Eberhart did not stand for re-election at AMD's 2014 Annual Meeting of Stockholders held on May 8, 2014 and ceased to be a member of the AMD Board of Directors as of May 8, 2014. In connection with AMD's outside director equity compensation policy, because Ms. Eberhart served as a member of the Board for at least three years prior to her retirement and satisfied AMD's equity ownership guidelines, her unvested RSU awards, comprised of 69,269 shares of common stock, became fully vested on May 8, 2014.
ANADARKO PETROLEUM CORP
Report date August 08, 2019 · Filed August 09, 2019
Section 16 reporting ended · disclosed 2019-08-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-08 transaction · row 1
1 source rowRow 1 · 2019-08-08 · Disposition to issuer · Disposed 57,377 · Balance 0 F1: This Form 4 reports securities disposed upon the effectiveness of the acquisition of Anadarko Petroleum Corporation ("APC") by Occidental Petroleum Corporation ("OXY") on August 8, 2019, pursuant to the Agreement and Plan of Merger, dated as of May 9, 2019, by and among Occidental Petroleum Corporation, Baseball Merger Sub 1, Inc., and Anadarko Petroleum Corporation (the "Merger Agreement"). At the effective time, each outstanding share of APC common stock was converted into the right to receive $59 in cash and 0.2934 of a share of OXY common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed upon the effectiveness of the acquisition of Anadarko Petroleum Corporation ("APC") by Occidental Petroleum Corporation ("OXY") on August 8, 2019, pursuant to the Agreement and Plan of Merger, dated as of May 9, 2019, by and among Occidental Petroleum Corporation, Baseball Merger Sub 1, Inc., and Anadarko Petroleum Corporation (the "Merger Agreement"). At the effective time, each outstanding share of APC common stock was converted into the right to receive $59 in cash and 0.2934 of a share of OXY common stock.
KORE Group Holdings, Inc.
Report date July 21, 2026 · Filed July 23, 2026
Section 16 reporting ended · disclosed 2026-07-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-07-21 transaction · row 1
1 source rowRow 1 · 2026-07-21 · Disposition to issuer · Disposed 139,705 · Balance 0 F1: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 26, 2026, by and among the Issuer, KONA Parent, L.P. and KONA Merger Sub Co., each share of the Issuer's common stock held by the Reporting Person were converted into the right to receive an amount in cash equal to $9.25 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 26, 2026, by and among the Issuer, KONA Parent, L.P. and KONA Merger Sub Co., each share of the Issuer's common stock held by the Reporting Person were converted into the right to receive an amount in cash equal to $9.25 per share.
VINE ENERGY INC.
Report date November 01, 2021 · Filed November 03, 2021
Section 16 reporting ended · disclosed 2021-11-03. 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 | 10,714 |
Reported balance
After 2021-11-01 transaction · row 1
1 source rowRow 1 · 2021-11-01 · Grant · Acquired 10,714 · Balance 10,714 F1: On November 1, 2021, pursuant to the Agreement and Plan of Merger dated as of August 10, 2021 (the "merger agreement"), (i) a wholly owned subsidiary of Chesapeake Energy Corporation ("Chesapeake") merged with and into Vine Energy Inc. ("Vine"), with Vine surviving the merger as a wholly owned subsidiary of Chesapeake (the "first merger" and the surviving entity, the "surviving corporation", the time of such first merger being the "effective time"); and (ii) immediately following the first merger, the surviving corporation merged with and into Hannibal Merger Sub LLC, a wholly owned subsidiary of Chesapeake ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a wholly owned subsidiary of Chesapeake (the "second merger" and, together with the first merger, the "merger"). F2: (Continued from Footnote 1) At the effective time, each outstanding Vine restricted stock unit award that was accelerated by its terms by reason of the merger or as a result of a termination of employment at or immediately after the effective time became fully vested and was converted into the right to receive the merger consideration (net of applicable withholding taxes) in respect of each share of Class A common stock, par value $0.01 per share of Vine ("Vine Class A common stock"), subject to such Vine restricted stock unit award immediately prior to the effective time. At the effective time, each Vine restricted stock unit award that was not accelerated by its terms by reason of the merger was cancelled and converted into a number of Chesapeake restricted stock unit awards. F3: (Continued from Footnote 2) Following the effective time, the Chesapeake restricted stock units become subject to substantially the same terms and conditions that were applicable to Vine restricted stock unit awards immediately prior to the effective time, except that any performance-based vesting condition has been treated as having been attained based on target performance, so that such Chesapeake restricted stock unit award remains solely subject to the time-based vesting requirements in effect for the Vine restricted stock unit awards immediately prior to the effective time. F4: The reporting person received 2,664 shares of common stock, par value $0.01 per share of Chesapeake (the "Chesapeake Common Stock") as merger consideration as a result of 10,714 Vine restricted stock units which fully vested at the effective time by a result of a termination of employment at or immediately after the effective time. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 1, 2021, pursuant to the Agreement and Plan of Merger dated as of August 10, 2021 (the "merger agreement"), (i) a wholly owned subsidiary of Chesapeake Energy Corporation ("Chesapeake") merged with and into Vine Energy Inc. ("Vine"), with Vine surviving the merger as a wholly owned subsidiary of Chesapeake (the "first merger" and the surviving entity, the "surviving corporation", the time of such first merger being the "effective time"); and (ii) immediately following the first merger, the surviving corporation merged with and into Hannibal Merger Sub LLC, a wholly owned subsidiary of Chesapeake ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a wholly owned subsidiary of Chesapeake (the "second merger" and, together with the first merger, the "merger").
F2: (Continued from Footnote 1) At the effective time, each outstanding Vine restricted stock unit award that was accelerated by its terms by reason of the merger or as a result of a termination of employment at or immediately after the effective time became fully vested and was converted into the right to receive the merger consideration (net of applicable withholding taxes) in respect of each share of Class A common stock, par value $0.01 per share of Vine ("Vine Class A common stock"), subject to such Vine restricted stock unit award immediately prior to the effective time. At the effective time, each Vine restricted stock unit award that was not accelerated by its terms by reason of the merger was cancelled and converted into a number of Chesapeake restricted stock unit awards.
F3: (Continued from Footnote 2) Following the effective time, the Chesapeake restricted stock units become subject to substantially the same terms and conditions that were applicable to Vine restricted stock unit awards immediately prior to the effective time, except that any performance-based vesting condition has been treated as having been attained based on target performance, so that such Chesapeake restricted stock unit award remains solely subject to the time-based vesting requirements in effect for the Vine restricted stock unit awards immediately prior to the effective time.
F4: The reporting person received 2,664 shares of common stock, par value $0.01 per share of Chesapeake (the "Chesapeake Common Stock") as merger consideration as a result of 10,714 Vine restricted stock units which fully vested at the effective time by a result of a termination of employment at or immediately after the effective time.
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 |
|---|---|---|---|---|---|---|
| August 28, 2026 Filed Sep 1, 2026 20:08 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-059797 · wk-form4_1788293337.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,764 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| July 21, 2026 Filed Jul 23, 2026 20:53 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | Disposition to issuerCommon Stock | 139,705 | $9.25 | $1,292,271.25 |
DisclosureSEC source: 0001628280-26-049437 · wk-form4_1784840027.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 26, 2026, by and among the Issuer, KONA Parent, L.P. and KONA Merger Sub Co., each share of the Issuer's common stock held by the Reporting Person were converted into the right to receive an amount in cash equal to $9.25 per share. F1 · price: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 26, 2026, by and among the Issuer, KONA Parent, L.P. and KONA Merger Sub Co., each share of the Issuer's common stock held by the Reporting Person were converted into the right to receive an amount in cash equal to $9.25 per share. Read SEC document |
| June 10, 2026 Filed Jun 15, 2026 20:43 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | Exercise / conversionRestricted Stock Units · Derivative | 58,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-043258 · wk-form4_1781556199.xml · derivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,139 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Each RSU represents a right to receive one share of the issuer's common stock. F3 · derivative.exercise_price: The reported RSUs vested in full on June 10, 2026. F2 · derivative.exercise_date: Each RSU represents a right to receive one share of the issuer's common stock. F3 · derivative.exercise_date: The reported RSUs vested in full on June 10, 2026. F2 · derivative.expiration_date: Each RSU represents a right to receive one share of the issuer's common stock. Read SEC document |
| June 10, 2026 Filed Jun 15, 2026 20:43 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | Exercise / conversionCommon Stock | 58,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-043258 · wk-form4_1781556199.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,705 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares issued upon vesting of restricted stock units ("RSUs") on June 10, 2026. F1 · price: Shares issued upon vesting of restricted stock units ("RSUs") on June 10, 2026. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:06 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041532 · wk-form4_1780949208.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,760 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:11 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036442 · wk-form4_1779221506.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,755 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is scheduled to vest in full on May 20, 2027. These stock units are subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan pursuant to which the reporting person elected to defer receipt of the equity portion of the annual retainer under the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:06 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 939 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-033450 · wk-form4_1778529999.xml · derivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 939 Underlying: Common Stock · 939 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| May 06, 2026 Filed May 7, 2026 20:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 1,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-032191 · wk-form4_1778185291.xml · derivative · entry 3 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,381 shares Expires 2026-05-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Shares reporting person received per Stock Unit Award Agreement. F1 · price: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| May 06, 2026 Filed May 7, 2026 20:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 511 | $239.26 | $122,261.86 |
DisclosureSEC source: 0001628280-26-032191 · wk-form4_1778185291.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,664 Read SEC document |
| May 06, 2026 Filed May 7, 2026 20:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 1,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-032191 · wk-form4_1778185291.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:35 UTC | FLUOR CORP FLR · Entity 3672 | GrantCommon Stock | 3,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001179702-26-000002 · form4-05082026_040509.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,380 F1 · shares: Granted as restricted stock units that vested on May 6, 2026. Read SEC document |
| March 24, 2026 Filed Mar 26, 2026 20:10 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-021424 · wk-form4_1774555826.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,043 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:26 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-055050 · wk-form4_1764797203.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,038 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 20:28 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-25-000131 · wk-form4_1756931275.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,034 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 20:13 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-25-000099 · wk-form4_1750104814.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,030 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 20:57 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | Exercise / conversionRestricted Stock Units · Derivative | 44,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031073 · wk-form4_1749761855.xml · derivative · entry 3 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,776 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each RSU represents a right to receive one share of the issuer's common stock. F6 · derivative.exercise_price: The reported RSUs vested in full on June 10, 2025. F2 · shares: Effective on July 1, 2024, the Issuer effected a 1 to 5 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 has been adjusted to reflect the Reverse Stock Split. F4 · derivative.exercise_date: Each RSU represents a right to receive one share of the issuer's common stock. F6 · derivative.exercise_date: The reported RSUs vested in full on June 10, 2025. F4 · derivative.expiration_date: Each RSU represents a right to receive one share of the issuer's common stock. F2 · derivative.underlying_shares: Effective on July 1, 2024, the Issuer effected a 1 to 5 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 has been adjusted to reflect the Reverse Stock Split. F2 · balance_after: Effective on July 1, 2024, the Issuer effected a 1 to 5 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 has been adjusted to reflect the Reverse Stock Split. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 20:57 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | GrantRestricted Stock Units · Derivative | 58,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031073 · wk-form4_1749761855.xml · derivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,139 Underlying: Common Stock · 58,139 shares Expires not disclosed F4 · security: Each RSU represents a right to receive one share of the issuer's common stock. F5 · derivative.exercise_price: The reported RSUs will vest on the earlier of (i) the date of the issuer's 2026 annual meeting and (ii) June 10, 2026, in each case assuming continued director service. F4 · derivative.exercise_date: Each RSU represents a right to receive one share of the issuer's common stock. F5 · derivative.exercise_date: The reported RSUs will vest on the earlier of (i) the date of the issuer's 2026 annual meeting and (ii) June 10, 2026, in each case assuming continued director service. F4 · derivative.expiration_date: Each RSU represents a right to receive one share of the issuer's common stock. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 20:57 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | Exercise / conversionCommon Stock | 44,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031073 · wk-form4_1749761855.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,566 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares issued upon vesting of restricted stock units ("RSUs") on June 10, 2025. F1 · price: Shares issued upon vesting of restricted stock units ("RSUs") on June 10, 2025. F2 · balance_after: Effective on July 1, 2024, the Issuer effected a 1 to 5 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 has been adjusted to reflect the Reverse Stock Split. F3 · balance_after: Includes shares issued upon vesting of RSUs on February 16, 2025. Read SEC document |
| May 23, 2025 Filed May 28, 2025 20:30 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-25-000071 · wk-form4_1748464233.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,026 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is scheduled to vest in full on May 13, 2026. These stock units are subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan pursuant to which the reporting person elected to defer receipt of the equity portion of the annual retainer under the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:38 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 2,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001179702-25-000008 · wk-form4_1747687115.xml · derivative · entry 3 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,041 shares Expires 2025-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Shares reporting person received per a Stock Unit Award Agreement. F1 · derivative.underlying_shares: Shares reporting person received per a Stock Unit Award Agreement. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:38 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 756 | $133.76 | $101,122.56 |
DisclosureSEC source: 0001179702-25-000008 · wk-form4_1747687115.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,794 Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:38 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 2,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001179702-25-000008 · wk-form4_1747687115.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,550 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:27 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179702-25-000006 · wk-form4_1746736066.xml · derivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,909 Underlying: Common Stock · 1,909 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 30, 2025 Filed May 2, 2025 20:40 UTC | FLUOR CORP FLR · Entity 3672 | GrantCommon Stock | 4,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-011829 · form4-05022025_080511.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,874 F1 · shares: Granted as restricted stock units that vested on April 30, 2025. Read SEC document |
| March 25, 2025 Filed Mar 26, 2025 20:10 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-25-000045 · wk-form4_1743019828.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,424 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 20:19 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GiftCommon Stock | 4,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-25-000039 · wk-form4_1742242748.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,420 F1 · kind: The Reporting Person made a transfer to irrevocable trusts, of which the Reporting Person is not the trustee or beneficiary. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:24 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-24-000148 · wk-form4_1733347448.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,725 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 20:25 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-24-000118 · wk-form4_1724790342.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,721 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 20:03 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | GrantRestricted Stock Units · Derivative | 223,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-028282 · wk-form4_1718395411.xml · derivative · entry 3 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,880 Underlying: Common Stock · 223,880 shares Expires not disclosed F3 · security: Each RSU represents a right to receive one share of the issuer's common stock. F4 · derivative.exercise_price: The reported RSUs will vest on the earlier of (i) the date of the issuer's 2025 annual meeting and (ii) June 12, 2025, in each case assuming continued director service. F3 · derivative.exercise_date: Each RSU represents a right to receive one share of the issuer's common stock. F4 · derivative.exercise_date: The reported RSUs will vest on the earlier of (i) the date of the issuer's 2025 annual meeting and (ii) June 12, 2025, in each case assuming continued director service. F3 · derivative.expiration_date: Each RSU represents a right to receive one share of the issuer's common stock. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 20:03 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | Exercise / conversionRestricted Stock Units · Derivative | 115,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-028282 · wk-form4_1718395411.xml · derivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 115,384 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each RSU represents a right to receive one share of the issuer's common stock. F3 · derivative.exercise_price: Each RSU represents a right to receive one share of the issuer's common stock. F3 · derivative.exercise_date: Each RSU represents a right to receive one share of the issuer's common stock. F3 · derivative.expiration_date: Each RSU represents a right to receive one share of the issuer's common stock. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 20:03 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | Exercise / conversionCommon Stock | 115,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-028282 · wk-form4_1718395411.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,902 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Shares issued upon vesting of restricted stock units ("RSUs") on June 12, 2024. F2 · balance_after: Includes shares issued upon vesting of RSUs on February 16, 2024. Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 20:42 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-24-000082 · wk-form4_1717706540.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,712 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| May 15, 2024 Filed May 17, 2024 22:39 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179702-24-000008 · wk-form4_1715985563.xml · derivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,381 Underlying: Common Stock · 1,381 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · price: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| May 10, 2024 Filed May 14, 2024 20:21 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 699 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-24-000061 · wk-form4_1715718087.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,706 F1 · shares: These shares represent restricted stock that was granted under the Issuer's 2021 Omnibus Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy. This restricted stock is scheduled to vest in full on May 21, 2025. Read SEC document |
| May 09, 2024 Filed May 13, 2024 22:19 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 1,944 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179702-24-000006 · wk-form4_1715638769.xml · derivative · entry 3 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,944 shares Expires 2024-05-09 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. F1 · derivative.exercise_price: Shares reporting person received per Stock Unit Award Agreement. F1 · price: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| May 09, 2024 Filed May 13, 2024 22:19 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 720 | $158.13 | $113,850.00 |
DisclosureSEC source: 0001179702-24-000006 · wk-form4_1715638769.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,509 Read SEC document |
| May 09, 2024 Filed May 13, 2024 22:19 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 1,944 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179702-24-000006 · wk-form4_1715638769.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,229 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:28 UTC | FLUOR CORP FLR · Entity 3672 | GrantCommon Stock | 4,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-012177 · form4-05032024_080527.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,001 F1 · shares: Granted as restricted stock units that vested on May 1, 2024. Read SEC document |
| March 26, 2024 Filed Mar 28, 2024 20:19 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-24-000035 · wk-form4_1711657141.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,007 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 22:04 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000172 · wk-form4_1701295432.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,001 F2 · shares: Represents stock units granted under the 2021 Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the DDCP, which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 22:04 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000172 · wk-form4_1701295432.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,993 F1 · shares: Represents stock unit granted under the Issuer's 2021 Omnibus Equity Incentive Plan (the "2021 Plan"). The stock unit represents the right to receive one share of common stock and is scheduled to vest in full on May 8, 2024. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are scheduled to vest in full on May 8, 2024. The stock unit reported hereby was credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 21:58 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000133 · wk-form4_1693346294.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,992 F2 · shares: Represents stock units granted under the 2021 Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the DDCP, which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 21:58 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000133 · wk-form4_1693346294.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,984 F1 · shares: Represents stock unit granted under the Issuer's 2021 Omnibus Equity Incentive Plan (the "2021 Plan"). The stock unit represents the right to receive one share of common stock and is scheduled to vest in full on May 8, 2024. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are scheduled to vest in full on May 8, 2024. The stock unit reported hereby was credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:26 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | GrantRestricted Stock Units · Derivative | 115,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-022760 · wf-form4_168729639859660.xml · derivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,384 Underlying: Common Stock · 115,384 shares Expires not disclosed F2 · security: Each restricted stock unit ("RSU") represents a right to receive one share of the issuer's common stock. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of the issuer's common stock. F3 · derivative.exercise_date: The reported RSUs will vest on the earlier of: (i) the date of KORE's 2024 annual meeting or (ii) June 15, 2024, in each case assuming continued director service. F3 · derivative.expiration_date: The reported RSUs will vest on the earlier of: (i) the date of KORE's 2024 annual meeting or (ii) June 15, 2024, in each case assuming continued director service. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:32 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000101 · wk-form4_1685997146.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,983 F2 · shares: Represents stock units granted under the 2021 Plan. Each stock unit represents the right to receive one share of common stock and is fully vested. The reporting person was previously granted stock units that were subject to a written deferral election under the DDCP, which stock units are fully vested as of the date hereof. The stock units reported hereby were credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:32 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000101 · wk-form4_1685997146.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,974 F1 · shares: Represents stock unit granted under the Issuer's 2021 Omnibus Equity Incentive Plan (the "2021 Plan"). The stock unit represents the right to receive one share of common stock and is scheduled to vest in full on May 8, 2024. The reporting person was previously granted stock units that were subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan (the "DDCP"), which stock units are scheduled to vest in full on May 8, 2024. The stock unit reported hereby was credited to the reporting person's DDCP account in connection with a quarterly cash dividend that was paid on shares of common stock. Read SEC document |
| May 12, 2023 Filed May 16, 2023 20:06 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000092 · wf-form4_168426758497549.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,973 F1 · shares: Represents stock units granted under the Issuer's 2021 Omnibus Equity Incentive Plan. Each stock unit represents the right to receive one share of common stock and is scheduled to vest in full on May 8, 2024. These stock units are subject to a written deferral election under the Issuer's Non-Employee Director Deferred Compensation Plan pursuant to which the reporting person elected to defer receipt of the equity portion of the annual retainer under the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| May 09, 2023 Filed May 11, 2023 22:57 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 2,041 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-012741 · doc4.xml · derivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,041 Underlying: Common Stock · 2,041 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Unit represents a right to receive one share of Common Stock. The Stock Units are scheduled to vest in one year, subject to an additional one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.exercise_date: Each Stock Unit represents a right to receive one share of Common Stock. The Stock Units are scheduled to vest in one year, subject to an additional one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.expiration_date: Each Stock Unit represents a right to receive one share of Common Stock. The Stock Units are scheduled to vest in one year, subject to an additional one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| May 03, 2023 Filed May 5, 2023 20:07 UTC | FLUOR CORP FLR · Entity 3672 | GrantCommon Stock | 6,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027643 · doc4.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,794 Read SEC document |
| April 28, 2023 Filed May 3, 2023 00:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 3,049 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-012040 · doc4.xml · derivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,920 shares Expires 2023-04-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Stock unit represents a right to receive one share of common stock per Stock Unit Award Agreement. F1 · derivative.underlying_shares: Shares reporting person received per Stock Unit Award Agreement. 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.