Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CINCINNATI BELL INCCBB · Entity 135633 | Director | August 16, 2018 | August 17, 2018 |
| DIEBOLD NIXDORF, IncDBD · Entity 4421 | Director | May 06, 2022 | May 10, 2022 |
| Metallus Inc.TMST · Entity 5137 | Director | May 07, 2019 | May 08, 2019 |
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.
CINCINNATI BELL INC
Report date August 16, 2018 · Filed August 17, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,216 |
Reported balance
After 2018-08-16 transaction · row 1
1 source rowRow 1 · 2018-08-16 · Sale · Disposed 14,597 · Balance 9,216 |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 12,644 |
Reported balance
Holding disclosure · report date 2018-08-16 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 12,644 F1: One for one conversion. F2: Phantom shares are payable in cash following retirement or termination of the reporting person's affiliation with the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: One for one conversion.
F2: Phantom shares are payable in cash following retirement or termination of the reporting person's affiliation with the Company.
DIEBOLD NIXDORF, Inc
Report date May 06, 2022 · Filed May 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 88,869 |
Reported balance
After 2022-05-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-05-06 · Grant · Acquired 30,928 · Balance 88,869 F1: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2: Number includes restricted stock units. F3: Number includes Deferred Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock.
F2: Number includes restricted stock units.
F3: Number includes Deferred Shares.
Metallus Inc.
Report date May 07, 2019 · Filed May 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 54,556 |
Reported balance
After 2019-05-07 transaction · row 1
1 source rowRow 1 · 2019-05-07 · Grant · Acquired 11,735 · Balance 54,556 |
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 06, 2022 Filed May 10, 2022 20:54 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 30,928 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-22-000081 · wf-form4_165221598890803.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,869 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 11:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 101 | $11.24 | $1,135.24 |
DisclosureSEC source: 0000028823-21-000124 · wf-form4_162868249311945.xml · nonDerivative · entry 11 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,941 F1 · shares: Trades were for personal estate and tax planning. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 11:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 100 | $11.25 | $1,125.00 |
DisclosureSEC source: 0000028823-21-000124 · wf-form4_162868249311945.xml · nonDerivative · entry 10 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,042 F1 · shares: Trades were for personal estate and tax planning. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 11:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 300 | $11.26 | $3,378.00 |
DisclosureSEC source: 0000028823-21-000124 · wf-form4_162868249311945.xml · nonDerivative · entry 9 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,142 F1 · shares: Trades were for personal estate and tax planning. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 11:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 500 | $11.28 | $5,640.00 |
DisclosureSEC source: 0000028823-21-000124 · wf-form4_162868249311945.xml · nonDerivative · entry 8 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,442 F1 · shares: Trades were for personal estate and tax planning. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 11:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 100 | $11.29 | $1,129.00 |
DisclosureSEC source: 0000028823-21-000124 · wf-form4_162868249311945.xml · nonDerivative · entry 7 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,942 F1 · shares: Trades were for personal estate and tax planning. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 11:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 100 | $11.30 | $1,130.00 |
DisclosureSEC source: 0000028823-21-000124 · wf-form4_162868249311945.xml · nonDerivative · entry 6 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,042 F1 · shares: Trades were for personal estate and tax planning. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 11:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 600 | $11.31 | $6,786.00 |
DisclosureSEC source: 0000028823-21-000124 · wf-form4_162868249311945.xml · nonDerivative · entry 5 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,142 F1 · shares: Trades were for personal estate and tax planning. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 11:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 300 | $11.32 | $3,396.00 |
DisclosureSEC source: 0000028823-21-000124 · wf-form4_162868249311945.xml · nonDerivative · entry 4 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,742 F1 · shares: Trades were for personal estate and tax planning. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 11:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 300 | $11.33 | $3,399.00 |
DisclosureSEC source: 0000028823-21-000124 · wf-form4_162868249311945.xml · nonDerivative · entry 3 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,042 F1 · shares: Trades were for personal estate and tax planning. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 11:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 3,300 | $11.35 | $37,455.00 |
DisclosureSEC source: 0000028823-21-000124 · wf-form4_162868249311945.xml · nonDerivative · entry 2 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,342 F1 · shares: Trades were for personal estate and tax planning. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 11:48 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 2,299 | $11.36 | $26,116.64 |
DisclosureSEC source: 0000028823-21-000124 · wf-form4_162868249311945.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,642 F1 · shares: Trades were for personal estate and tax planning. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| May 07, 2021 Filed May 11, 2021 20:06 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 10,692 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-21-000097 · wf-form4_162076355680169.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,941 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| May 04, 2020 Filed May 5, 2020 22:15 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 13,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-20-000106 · wf-form4_158871690857588.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,249 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| July 30, 2019 Filed Jul 30, 2019 20:46 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 6,000 | $14.05 | $84,300.00 |
DisclosureSEC source: 0000028823-19-000167 · wf-form4_156451960077101.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,009 F1 · price: This transaction was executed in multiple trades at prices ranging from $14.00 to $14.15. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| May 07, 2019 Filed May 8, 2019 14:57 UTC | Metallus Inc. TMST · Entity 5137 | GrantCommon Shares | 11,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001598428-19-000056 · wf-form4_155734182676964.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,556 Read SEC document |
| April 25, 2019 Filed Apr 29, 2019 22:32 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 12,367 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-19-000107 · wf-form4_155657714382890.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,009 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 16:51 UTC | CINCINNATI BELL INC CBB · Entity 135633 | SaleCommon Stock | 14,597 | $12.60 | $183,922.20 |
DisclosureSEC source: 0001180668-18-000002 · edgar.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,216 Read SEC document |
| May 03, 2018 Filed May 4, 2018 17:04 UTC | Metallus Inc. TMST · Entity 5137 | GrantCommon Shares | 7,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001598428-18-000050 · wf-form4_152546784809168.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,821 Read SEC document |
| May 01, 2018 Filed May 3, 2018 15:58 UTC | CINCINNATI BELL INC CBB · Entity 135633 | GrantCommon Stock | 6,644 | $15.05 | $99,992.20 |
DisclosureSEC source: 0001180668-18-000001 · edgar.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,813 F1 · security: Restricted Stock Units (RSUs) granted under the 2017 Stock Plan for Non-Employee Directors, which is a Rule 16b-3 Plan. The RSUs vest on the first anniversary of the grant date. Each RSU constitutes the right to receive one share of Cincinnati Bell common stock upon vesting. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 20:31 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 9,928 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-18-000088 · wf-form4_152486105569002.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,642 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · balance_after: Number includes restricted stock units. F3 · balance_after: Number includes Deferred Shares. Read SEC document |
| May 12, 2017 Filed May 15, 2017 20:57 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | SaleCommon Shares | 4,504 | $27.01 | $121,638.18 |
DisclosureSEC source: 0000028823-17-000094 · wf-form4_149488175585507.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,714 F1 · balance_after: Number includes Deferred Shares. Read SEC document |
| May 02, 2017 Filed May 3, 2017 16:35 UTC | Metallus Inc. TMST · Entity 5137 | GrantCommon Shares | 7,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001598428-17-000056 · wf-form4_149384372164860.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,666 Read SEC document |
| May 02, 2017 Filed May 4, 2017 17:55 UTC | CINCINNATI BELL INC CBB · Entity 135633 | GrantCommon Stock | 5,221 | $19.15 | $99,982.15 |
DisclosureSEC source: 0001180668-17-000002 · edgar.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,169 F1 · security: Restricted Stock Units (RSUs) granted under the 2007 Stock Option Plan for Non-Employee Directors, which is a Rule 16b-3 Plan. The RSUs vest on the first anniversary of the grant date. Each RSU constitutes the right to receive one share of Cincinnati Bell common stock upon vesting. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 21:16 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 5,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-17-000076 · wf-form4_149341416745869.xml · nonDerivative · entry 1 COX PHILLIP R · CIK 0001180668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,218 F1 · shares: Award of Deferred Shares F2 · balance_after: Number includes Deferred Shares. 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.