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 |
|---|---|---|---|---|---|---|
| April 28, 2023 Filed May 3, 2023 00:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 1,920 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-012040 · doc4.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,285 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 reporting person received per Stock Unit Award Agreement. Read SEC document |
| April 24, 2023 Filed Apr 26, 2023 20:09 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GiftCommon Stock | 2,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000063 · wf-form4_168253976012257.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,189 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 |
| March 28, 2023 Filed Mar 30, 2023 20:14 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000051 · wf-form4_168020727559824.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,059 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 |
| March 28, 2023 Filed Mar 30, 2023 20:14 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-23-000051 · wf-form4_168020727559824.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,051 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 10, 2023. 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 10, 2023. 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 |
| November 28, 2022 Filed Nov 30, 2022 22:25 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-22-000168 · wf-form4_166984698483447.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,050 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 31, 2022 Filed Sep 2, 2022 20:53 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-22-000134 · wf-form4_166215198639232.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,044 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 24, 2022 Filed Jun 28, 2022 21:46 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-22-000103 · wf-form4_165645276168188.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,038 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 24, 2022 Filed Jun 28, 2022 21:46 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-22-000103 · wf-form4_165645276168188.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,031 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 10, 2023. 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 10, 2023. 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, 2022 Filed Jun 17, 2022 20:26 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | GrantRestricted Stock Units · Derivative | 41,436 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-023085 · doc4.xml · derivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,436 Underlying: Common Stock · 41,436 shares Expires not disclosed F1 · security: Each restricted stock unit ("RSU") represents a right to receive one share of the issuer's common stock. F2 · derivative.exercise_price: The reported RSUs will vest on the earlier of: (i) the date of KORE's 2023 annual meeting or (ii) June 15, 2023, in each case assuming continued director service. F2 · derivative.exercise_date: The reported RSUs will vest on the earlier of: (i) the date of KORE's 2023 annual meeting or (ii) June 15, 2023, in each case assuming continued director service. F2 · derivative.expiration_date: The reported RSUs will vest on the earlier of: (i) the date of KORE's 2023 annual meeting or (ii) June 15, 2023, in each case assuming continued director service. Read SEC document |
| May 19, 2022 Filed May 23, 2022 22:24 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 814 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-22-000080 · wf-form4_165334463351112.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,030 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 scheduled to vest in full on May 10, 2023. 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 05, 2022 Filed May 9, 2022 21:48 UTC | FLUOR CORP FLR · Entity 3672 | GrantCommon Stock | 5,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027918 · doc4.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,709 F1 · shares: Restricted Stock Units that were granted and vested on May 5, 2022. Read SEC document |
| April 29, 2022 Filed May 2, 2022 22:51 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-016165 · doc4.xml · derivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,630 shares Expires 2022-04-29 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: 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 29, 2022 Filed May 2, 2022 22:51 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-016165 · doc4.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,365 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 |
| April 28, 2022 Filed May 2, 2022 22:51 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,944 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-016165 · doc4.xml · derivative · entry 3 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944 Underlying: Common Stock · 1,944 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 · 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 08, 2022 Filed Apr 12, 2022 20:41 UTC | KORE Group Holdings, Inc. KORE · Entity 28998 | GrantRestricted Stock Units · Derivative | 27,124 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-014586 · doc4.xml · derivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,124 Underlying: Common Stock · 27,124 shares Expires not disclosed F1 · security: Each restricted stock unit ("RSU") represents a right to receive one share of the issuer's common stock. F2 · derivative.exercise_price: The reported RSUs will vest in four 25% installments on each of the first four anniversaries of February 16, 2022. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a right to receive one share of the issuer's common stock. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a right to receive one share of the issuer's common stock. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 20:51 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-22-000050 · wf-form4_164875984447898.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,216 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 |
| March 29, 2022 Filed Mar 31, 2022 20:51 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-22-000050 · wf-form4_164875984447898.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,210 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 17, 2022. 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 17, 2022. 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 |
| November 29, 2021 Filed Dec 1, 2021 21:36 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-21-000188 · wf-form4_163839459726903.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,209 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 29, 2021 Filed Dec 1, 2021 21:36 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-21-000188 · wf-form4_163839459726903.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,202 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 17, 2022. 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 17, 2022. 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 |
| November 01, 2021 Filed Nov 3, 2021 23:35 UTC | VINE ENERGY INC. VEI · Entity 15565 | GrantClass A common stock | 10,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-042829 · doc4.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,714 F1 · shares: 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 · shares: (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 · shares: (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 · shares: 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. Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 22:12 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-21-000162 · wf-form4_163044793624226.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,201 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 27, 2021 Filed Aug 31, 2021 22:12 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-21-000162 · wf-form4_163044793624226.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,193 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 17, 2022. 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 17, 2022. 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 |
| July 14, 2021 Filed Jul 14, 2021 21:08 UTC | VINE ENERGY INC. VEI · Entity 15565 | GrantRestricted Stock Units · Derivative | 10,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-028329 · doc4.xml · derivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,714 Underlying: Class A Common Stock · 10,714 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock, $0.01 par value per share, of Vine Energy Inc. (the "Company") or an amount in cash or other consideration determined by the requisite committee of the board of directors of the Company to be of equal value as of the settlement date. F2 · derivative.exercise_date: The RSUs were granted under the Vine Energy Inc. 2021 Long-Term Incentive Plan and vest on the first anniversary of March 17, 2021, the vesting commencement date, so long as the reporting person remains a member of the board of directors of the Company through the vesting date. F2 · derivative.expiration_date: The RSUs were granted under the Vine Energy Inc. 2021 Long-Term Incentive Plan and vest on the first anniversary of March 17, 2021, the vesting commencement date, so long as the reporting person remains a member of the board of directors of the Company through the vesting date. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:31 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-21-000126 · wf-form4_162327429714065.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,192 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 07, 2021 Filed Jun 9, 2021 21:31 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-21-000126 · wf-form4_162327429714065.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,184 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 17, 2022. 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 17, 2022. 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 06, 2021 Filed May 10, 2021 20:39 UTC | FLUOR CORP FLR · Entity 3672 | GrantCommon Stock | 6,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-031250 · doc4.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,712 F1 · shares: Restricted Stock Units that were granted and vested on May 6, 2021. Read SEC document |
| May 06, 2021 Filed May 10, 2021 23:53 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-21-000098 · wf-form4_162069081000463.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,183 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 17, 2022. 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 |
| April 30, 2021 Filed May 3, 2021 23:32 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerStock Units · Derivative | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000084 · wf-form4_162008474149045.xml · derivative · entry 3 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Stock Units · 2,164 shares Expires 2021-04-30 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. Read SEC document |
| April 29, 2021 Filed May 3, 2021 23:32 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 3,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000084 · wf-form4_162008474149045.xml · derivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,049 Underlying: Common Stock · 3,049 shares Expires 2023-04-29 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. Read SEC document |
| April 29, 2021 Filed May 3, 2021 23:32 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000084 · wf-form4_162008474149045.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,735 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 |
| March 30, 2021 Filed Apr 1, 2021 20:44 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-21-000078 · wf-form4_161730979862272.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,132 F2 · shares: Represents stock units granted under the 2010 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 |
| March 30, 2021 Filed Apr 1, 2021 20:44 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-21-000078 · wf-form4_161730979862272.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,128 F1 · shares: Represents stock units granted under the Issuer's Amended and Restated 2010 Omnibus Equity Incentive Plan (the "2010 Plan"). Each stock unit represents the right to receive one share of common stock and is scheduled to vest in full on May 4, 2021. 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 4, 2021. 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 30, 2020 Filed Dec 3, 2020 02:03 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-20-000216 · wf-form4_160696098450229.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,124 F2 · shares: Represents stock units granted under the 2010 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 30, 2020 Filed Dec 3, 2020 02:03 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-20-000216 · wf-form4_160696098450229.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,117 F1 · shares: Represents stock units granted under the Issuer's Amended and Restated 2010 Omnibus Equity Incentive Plan (the "2010 Plan"). Each stock unit represents the right to receive one share of common stock and is scheduled to vest in full on May 4, 2021. 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 4, 2021. 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 24, 2020 Filed Nov 25, 2020 02:04 UTC | FLUOR CORP FLR · Entity 3672 | GrantCommon Stock | 4,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060413 · doc4.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,354 F1 · shares: Restricted Stock Units that were granted and vested on November 24, 2020. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 22:33 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-20-000172 · wf-form4_159899958530803.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,110 F2 · shares: Represents stock units granted under the 2010 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 28, 2020 Filed Sep 1, 2020 22:33 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-20-000172 · wf-form4_159899958530803.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,103 F1 · shares: Represents stock units granted under the Issuer's Amended and Restated 2010 Omnibus Equity Incentive Plan (the "2010 Plan"). Each stock unit represents the right to receive one share of common stock and is scheduled to vest in full on May 4, 2021. 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 4, 2021. 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, 2020 Filed Jun 16, 2020 21:20 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-20-000138 · wf-form4_159234238876908.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,095 F2 · shares: Represents stock units granted under the 2010 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 12, 2020 Filed Jun 16, 2020 21:20 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-20-000138 · wf-form4_159234238876908.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,088 F1 · shares: Represents stock units granted under the Issuer's Amended and Restated 2010 Omnibus Equity Incentive Plan (the "2010 Plan"). Each stock unit represents the right to receive one share of common stock and is scheduled to vest in full on May 4, 2021. 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 4, 2021. 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 07, 2020 Filed May 11, 2020 22:05 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 1,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-20-000108 · wf-form4_158923469885564.xml · nonDerivative · entry 2 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,080 F2 · shares: The reporting person elected to receive these shares, which were granted under the 2010 Plan, in lieu of the cash portion of the annual retainer under the Policy. Read SEC document |
| May 07, 2020 Filed May 11, 2020 22:05 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 2,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-20-000108 · wf-form4_158923469885564.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,645 F1 · shares: Represents stock units granted under the Issuer's Amended and Restated 2010 Omnibus Equity Incentive Plan (the "2010 Plan"). Each stock unit represents the right to receive one share of common stock and is scheduled to vest in full on May 4, 2021. 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 (the "Policy"). Read SEC document |
| April 30, 2020 Filed May 4, 2020 21:48 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001179702-20-000002 · edgar.xml · derivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,630 Underlying: Common Stock · 3,630 shares Expires 2022-04-30 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, and are subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 20:43 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-20-000080 · wf-form4_158586018172146.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,865 F1 · shares: Represents stock units granted under the Issuer's Amended and Restated 2010 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 21, 2019 Filed Nov 25, 2019 22:40 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-19-000162 · wf-form4_157472159286891.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,854 F1 · shares: Represents stock units granted under the Issuer's Amended and Restated 2010 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 02, 2019 Filed Nov 5, 2019 21:57 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 297 | $101.04 | $30,007.40 |
DisclosureSEC source: 0001179702-19-000004 · edgar.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,571 Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 22:28 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-19-000129 · wf-form4_156694488679448.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,848 F1 · shares: Represents stock units granted under the Issuer's Amended and Restated 2010 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 08, 2019 Filed Aug 9, 2019 16:47 UTC | ANADARKO PETROLEUM CORP APC · Entity 67647 | Disposition to issuerCommon Stock | 57,377 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-026332 · form4.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 22:22 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-19-000095 · wf-form4_155977333403712.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,840 F1 · shares: Represents stock units granted under the Issuer's Amended and Restated 2010 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, 2019 Filed May 16, 2019 18:08 UTC | ANADARKO PETROLEUM CORP APC · Entity 67647 | GrantCommon Stock | 3,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018829 · form4.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,377 F1 · shares: This is a deferred grant that will be distributed per the Director's election at either retirement or termination from the board or a specific date, but not earlier than one year from the date of grant. Read SEC document |
| May 09, 2019 Filed May 10, 2019 20:55 UTC | LPL Financial Holdings Inc. LPLA · Entity 3160 | GrantCommon Stock | 2,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001397911-19-000075 · wf-form4_155752173465536.xml · nonDerivative · entry 1 EBERHART PAULETT · CIK 0001179702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,833 F1 · shares: These shares represent restricted stock that was granted under the Issuer's Amended and Restated 2010 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 5, 2020. 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.