Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENERAL ELECTRIC COGE · Entity 2813 | Director | April 02, 2013 | April 03, 2013 |
| HOME DEPOT, INC.HD · Entity 2816 | Director | July 08, 2005 | July 12, 2005 |
| PENSKE AUTOMOTIVE GROUP, INC.PAG · Entity 1680 | Director · Chair & CEO · 10% owner | June 01, 2026 | June 03, 2026 |
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | Director | February 27, 2020 | February 28, 2020 |
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.
GENERAL ELECTRIC CO
Report date April 02, 2013 · Filed April 03, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Fee Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 201,391 |
Reported balance
After 2013-04-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2013-04-02 · Grant · Acquired 2,670 · Balance 201,391 F1: Acquired at a price of $23.40 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2: Each unit of phantom stock is the economic equivalent of one share of common stock. F3: Payable beginning one year after termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired at a price of $23.40 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director.
F2: Each unit of phantom stock is the economic equivalent of one share of common stock.
F3: Payable beginning one year after termination of service as a director.
HOME DEPOT, INC.
Report date July 08, 2005 · Filed July 12, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $40.08 | Direct | 0 |
Reported balance
After 2005-07-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2005-07-08 · Disposition to issuer · Disposed 5,498.8871 · Balance 0 F1: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan.
PENSKE AUTOMOTIVE GROUP, INC.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 152,379 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Tax withholding · Disposed 27,598 · Balance 152,379 F1: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 34,181,121 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 34,181,121 F2: Consists of 33,688,936 shares held by Penske Automotive Holdings Corp. (a subsidiary of Penske Corporation) and 492,185 shares held by Penske Corporation. Mr. Penske disclaims beneficial ownership of the securities held indirectly, except to the extent of his pecuniary interest, if any, and this report shall not be deemed an admission that he is the beneficial owner of such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2026.
F2: Consists of 33,688,936 shares held by Penske Automotive Holdings Corp. (a subsidiary of Penske Corporation) and 492,185 shares held by Penske Corporation. Mr. Penske disclaims beneficial ownership of the securities held indirectly, except to the extent of his pecuniary interest, if any, and this report shall not be deemed an admission that he is the beneficial owner of such securities.
UNIVERSAL TECHNICAL INSTITUTE INC
Report date February 27, 2020 · Filed February 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 84,445 |
Reported balance
After 2020-02-27 transaction · row 1
1 source rowRow 1 · 2020-02-27 · Grant · Acquired 6,712 · Balance 84,445 F1: The award was approved by the Compensation Committee of UTI's Board of Directors and UTI's Board of Directors on February 27, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The award was approved by the Compensation Committee of UTI's Board of Directors and UTI's Board of Directors on February 27, 2020.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 27, 2004 Filed Jun 1, 2004 19:58 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Stock Units · Derivative | 1,227.6786 | $35.84 | $44,000.00 |
DisclosureSEC source: 0001209191-04-028835 · doc4.xml · derivative · entry 2 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,091.6429 Underlying: Common Stock · 1,227.6786 shares Expires not disclosed F2 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.exercise_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.expiration_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. Read SEC document |
| May 27, 2004 Filed Jun 1, 2004 19:58 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Stock Rights · Derivative | 1,953.125 | $35.84 | $70,000.00 |
DisclosureSEC source: 0001209191-04-028835 · doc4.xml · derivative · entry 1 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,018.5046 Underlying: Common Stock · 1,953.125 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Stock Rights were granted under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.exercise_date: The Deferred Stock Rights were granted under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.expiration_date: The Deferred Stock Rights were granted under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Read SEC document |
| April 01, 2004 Filed Apr 2, 2004 17:52 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-04-000086 · edgar.xml · derivative · entry 1 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,139 Underlying: Common Stock · 2,040 shares Expires not disclosed F1 · security: Acquired at a price of $30.64 pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as director. F2 · derivative.exercise_price: Security converts to common stock on a one-for-one basis F3 · derivative.exercise_date: Payable beginning one year after termination of service as director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as director. Read SEC document |
| February 26, 2004 Filed Mar 1, 2004 22:11 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Stock Units · Derivative | 135.722 | $36.84 | $5,000.00 |
DisclosureSEC source: 0001209191-04-013414 · doc4.xml · derivative · entry 3 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,801.2861 Underlying: Common Stock · 135.722 shares Expires not disclosed F3 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. Non Employee Director Deferred Stock Compensation Plan. F3 · derivative.exercise_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. Non Employee Director Deferred Stock Compensation Plan. F3 · derivative.expiration_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. Non Employee Director Deferred Stock Compensation Plan. Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 20:08 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-04-000013 · edgar.xml · derivative · entry 1 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,738 Underlying: Common Stock · 2,061 shares Expires not disclosed F1 · security: Acquired at a price of $30.33 pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as director. F2 · derivative.exercise_price: Security converts to common stock on a one-for-one basis F3 · derivative.exercise_date: Payable beginning one year after termination of service as director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as director. Read SEC document |
| December 18, 2003 Filed Mar 1, 2004 22:11 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Stock Units · Derivative | 7.2483 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-013414 · doc4.xml · derivative · entry 2 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,665.5641 Underlying: Common Stock · 7.2483 shares Expires not disclosed F3 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. Non Employee Director Deferred Stock Compensation Plan. F2 · kind: Acquired pursuant to quarterly dividend. F3 · derivative.exercise_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. Non Employee Director Deferred Stock Compensation Plan. F3 · derivative.expiration_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. Non Employee Director Deferred Stock Compensation Plan. Read SEC document |
| December 18, 2003 Filed Mar 1, 2004 22:11 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Stock Rights · Derivative | 6.0531 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-013414 · doc4.xml · derivative · entry 1 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,061.1572 Underlying: Common Stock · 6.0531 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Stock Rights were granted under the 1997 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F2 · kind: Acquired pursuant to quarterly dividend. F1 · derivative.exercise_date: The Deferred Stock Rights were granted under the 1997 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.expiration_date: The Deferred Stock Rights were granted under the 1997 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Read SEC document |
| November 20, 2003 Filed Nov 24, 2003 20:43 UTC | HOME DEPOT, INC. hd · Entity 2816 | GrantDeferred Stock Units · Derivative | 141.603 | $35.31 | $5,000.00 |
DisclosureSEC source: 0001209191-03-031905 · doc4.xml · derivative · entry 1 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,658.3158 Underlying: Common Stock · 141.603 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in the Nonemployee Director Deferred Stock Compensation Plan. F2 · derivative.exercise_date: The Deferred Stock Units accrued under The Nonemployee Director Deferred Stock Compensation Plan and are to be settled in Common Stock following a termination of service as described in the plan. F2 · derivative.expiration_date: The Deferred Stock Units accrued under The Nonemployee Director Deferred Stock Compensation Plan and are to be settled in Common Stock following a termination of service as described in the plan. Read SEC document |
| October 01, 2003 Filed Oct 2, 2003 23:12 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000126 · edgar.xml · derivative · entry 1 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,278 Underlying: Common Stock · 2,005 shares Expires not disclosed F1 · security: Acquired at a price of $31.17 pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as director. F2 · derivative.exercise_price: Security converts to common stock on a one-for-one basis F3 · derivative.exercise_date: Payable beginning one year after termination of service as director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as director. Read SEC document |
| September 22, 2003 Filed Sep 24, 2003 20:42 UTC | HOME DEPOT, INC. hd · Entity 2816 | GrantDeferred Stock Units · Derivative | 61.0874 | $32.74 | $2,000.00 |
DisclosureSEC source: 0001209191-03-022778 · doc4.xml · derivative · entry 2 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,516.7128 Underlying: Common Stock · 61.0874 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in the Nonemployee Director Deferred Stock Compensation Plan. F3 · derivative.exercise_date: The Deferred Stock Units accrued under The Nonemployee Director Deferred Stock Compensation Plan and are to be settled in Common Stock following a termination of service as described in the plan. F3 · derivative.expiration_date: The Deferred Stock Units accrued under The Nonemployee Director Deferred Stock Compensation Plan and are to be settled in Common Stock following a termination of service as described in the plan. Read SEC document |
| September 18, 2003 Filed Sep 24, 2003 20:42 UTC | HOME DEPOT, INC. hd · Entity 2816 | GrantDeferred Stock Rights · Derivative | 6.4318 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-022778 · doc4.xml · derivative · entry 3 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,055.1041 Underlying: Common Stock · 6.4318 shares Expires not disclosed F4 · derivative.exercise_price: The Deferred Stock Rights convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F2 · kind: Acquired pursuant to quarterly dividend. F5 · derivative.exercise_date: The Deferred Stock Rights were granted under the 1997 Omnibus Stock Incentive Plan and are to be settled in Common Stock upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F5 · derivative.expiration_date: The Deferred Stock Rights were granted under the 1997 Omnibus Stock Incentive Plan and are to be settled in Common Stock upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Read SEC document |
| September 18, 2003 Filed Sep 24, 2003 20:42 UTC | HOME DEPOT, INC. hd · Entity 2816 | GrantDeferred Stock Units · Derivative | 7.275 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-022778 · doc4.xml · derivative · entry 1 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,455.6254 Underlying: Common Stock · 7.275 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in the Nonemployee Director Deferred Stock Compensation Plan. F2 · kind: Acquired pursuant to quarterly dividend. F3 · derivative.exercise_date: The Deferred Stock Units accrued under The Nonemployee Director Deferred Stock Compensation Plan and are to be settled in Common Stock following a termination of service as described in the plan. F3 · derivative.expiration_date: The Deferred Stock Units accrued under The Nonemployee Director Deferred Stock Compensation Plan and are to be settled in Common Stock following a termination of service as described in the plan. Read SEC document |
| August 21, 2003 Filed Aug 25, 2003 22:03 UTC | HOME DEPOT, INC. hd · Entity 2816 | GrantStock Options · Derivative | 2,500 | $0.00 Strike: $32.76 | $0.00 |
DisclosureSEC source: 0001209191-03-018874 · doc4.xml · derivative · entry 5 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 2,500 shares Expires 2013-08-20 F6 · derivative.exercise_date: The stock options were issued under the 1997 Omnibus Stock Incentive plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. Read SEC document |
| August 21, 2003 Filed Aug 25, 2003 22:03 UTC | HOME DEPOT, INC. hd · Entity 2816 | GrantDeferred Stock Rights · Derivative | 305.2503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-018874 · doc4.xml · derivative · entry 4 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,048.6723 Underlying: Common Stock · 305.2503 shares Expires not disclosed F4 · derivative.exercise_price: The Deferred Stock Rights convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F5 · derivative.exercise_date: The Deferred Stock Rights were granted under the 1997 Omnibus Stock Incentive Plan and are to be settled in Common Stock upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F5 · derivative.expiration_date: The Deferred Stock Rights were granted under the 1997 Omnibus Stock Incentive Plan and are to be settled in Common Stock upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Read SEC document |
| August 21, 2003 Filed Aug 25, 2003 22:03 UTC | HOME DEPOT, INC. hd · Entity 2816 | GrantDeferred Stock Units · Derivative | 305.2503 | $32.76 | $10,000.00 |
DisclosureSEC source: 0001209191-03-018874 · doc4.xml · derivative · entry 2 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,448.3504 Underlying: Common Stock · 305.2503 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in the Nonemployee Director Deferred Stock Compensation Plan. F3 · derivative.exercise_date: The Deferred Stock Units accrued under The Nonemployee Director Deferred Stock Compensation Plan and are to be settled in Common Stock following a termination of service as described in the plan. F3 · derivative.expiration_date: The Deferred Stock Units accrued under The Nonemployee Director Deferred Stock Compensation Plan and are to be settled in Common Stock following a termination of service as described in the plan. Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 13:50 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,081 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000020 · edgar.xml · derivative · entry 1 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,893 Underlying: Common Stock · 2,081 shares Expires 1988-08-08 F1 · security: Acquired at a price of $30.03 pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as director. F2 · derivative.exercise_price: Security converts to common stock on a one-for-one basis F3 · derivative.exercise_date: Payable beginning one year after termination of service as director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as director. Read SEC document |
| June 26, 2003 Filed Aug 25, 2003 22:03 UTC | HOME DEPOT, INC. hd · Entity 2816 | GrantDeferred Stock Rights · Derivative | 5.0601 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-018874 · doc4.xml · derivative · entry 3 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,743.422 Underlying: Common Stock · 5.0601 shares Expires not disclosed F4 · derivative.exercise_price: The Deferred Stock Rights convert to shares of Common Stock on a one-for-one basis upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F2 · kind: Acquired pursuant to quarterly dividend. F5 · derivative.exercise_date: The Deferred Stock Rights were granted under the 1997 Omnibus Stock Incentive Plan and are to be settled in Common Stock upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F5 · derivative.expiration_date: The Deferred Stock Rights were granted under the 1997 Omnibus Stock Incentive Plan and are to be settled in Common Stock upon the earlier of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Read SEC document |
| June 26, 2003 Filed Aug 25, 2003 22:03 UTC | HOME DEPOT, INC. hd · Entity 2816 | GrantDeferred Stock Units · Derivative | 5.7973 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-018874 · doc4.xml · derivative · entry 1 PENSKE ROGER S · CIK 0000942439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,143.1001 Underlying: Common Stock · 5.7973 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in the Nonemployee Director Deferred Stock Compensation Plan. F2 · kind: Acquired pursuant to quarterly dividend. F3 · derivative.exercise_date: The Deferred Stock Units accrued under The Nonemployee Director Deferred Stock Compensation Plan and are to be settled in Common Stock following a termination of service as described in the plan. F3 · derivative.expiration_date: The Deferred Stock Units accrued under The Nonemployee Director Deferred Stock Compensation Plan and are to be settled in Common Stock following a termination of service as described in the plan. 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.