Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | June 08, 2012 | June 08, 2012 |
| STONE ENERGY CORPSGY · Entity 166830 | Director | February 17, 2017 | February 21, 2017 |
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.
BANK OF AMERICA CORP /DE/
Report date June 08, 2012 · Filed June 08, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 117,567 |
Reported balance
After 2012-06-08 transaction · row 1
1 source rowRow 1 · 2012-06-08 · Purchase · Acquired 7,445 · Balance 117,567 |
| Depositary shares of 7.25% Series J Preferred StockSEC Table I · non-derivative | Direct | 1,425 |
Reported balance
Holding disclosure · report date 2012-06-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,425 |
| Common StockSEC Table I · non-derivative | IndirectBy spouse IRA | 28 |
Reported balance
Holding disclosure · report date 2012-06-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 28 |
STONE ENERGY CORP
Report date February 17, 2017 · Filed February 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 7,279 |
Reported balance
After 2017-02-17 transaction · row 1
1 source rowRow 1 · 2017-02-17 · Grant · Acquired 459 · Balance 7,279 F1: Shares acquired are common shares granted under the company's Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired are common shares granted under the company's Stock Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| February 17, 2017 Filed Feb 21, 2017 09:32 UTC | STONE ENERGY CORP SGY · Entity 166830 | GrantCommon stock, $0.01 par value per share | 459 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012487 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,279 F1 · shares: Shares acquired are common shares granted under the company's Stock Incentive Plan. Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 11:29 UTC | STONE ENERGY CORP SGY · Entity 166830 | GrantCommon stock, $0.01 par value per share | 697 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006574 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,820 F1 · shares: Shares acquired are common shares granted under the company's Stock Incentive Plan. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 09:49 UTC | STONE ENERGY CORP SGY · Entity 166830 | GrantCommon stock, $0.01 par value per share | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-147766 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,123 F1 · shares: Shares acquired are common shares granted under the company's Stock Incentive Plan. Read SEC document |
| June 08, 2012 Filed Jun 8, 2012 16:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 7,445 | $7.25 | $53,976.25 |
DisclosureSEC source: 0001225208-12-014052 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,567 Read SEC document |
| May 14, 2012 Filed May 15, 2012 16:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 12,000 | $7.36 | $88,320.00 |
DisclosureSEC source: 0001225208-12-012418 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,122 Read SEC document |
| May 09, 2012 Filed May 11, 2012 16:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 31,047.87 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-011948 · doc4.xml · derivative · entry 4 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,442.26 Underlying: Common Stock · 31,047.87 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · shares: Phantom stock units represent payment of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F1 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| May 04, 2012 Filed May 8, 2012 16:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 5,000 | $7.76 | $38,800.00 |
DisclosureSEC source: 0001225208-12-011504 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,122 Read SEC document |
| May 03, 2012 Filed May 3, 2012 16:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 5,000 | $8.05 | $40,250.00 |
DisclosureSEC source: 0001225208-12-011075 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,122 Read SEC document |
| March 23, 2012 Filed May 3, 2012 16:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 26.77 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-011075 · doc4.xml · derivative · entry 4 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,394.39 Underlying: Common Stock · 26.77 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F2 · derivative.expiration_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. Read SEC document |
| February 29, 2012 Filed Mar 1, 2012 16:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 10,000 | $8.10 | $81,000.00 |
DisclosureSEC source: 0001225208-12-006238 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,122 Read SEC document |
| February 14, 2012 Filed Feb 15, 2012 16:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 10,000 | $7.95 | $79,500.00 |
DisclosureSEC source: 0001225208-12-004329 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,122 Read SEC document |
| February 08, 2012 Filed Feb 8, 2012 16:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 7,000 | $8.09 | $56,629.30 |
DisclosureSEC source: 0001225208-12-003320 · doc4.xml · nonDerivative · entry 2 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,122 Read SEC document |
| February 07, 2012 Filed Feb 8, 2012 16:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 11,000 | $7.95 | $87,450.00 |
DisclosureSEC source: 0001225208-12-003320 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,122 Read SEC document |
| February 03, 2012 Filed Feb 3, 2012 16:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 10,000 | $7.70 | $77,000.00 |
DisclosureSEC source: 0001225208-12-003038 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,122 Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 16:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 7,000 | $7.25 | $50,750.00 |
DisclosureSEC source: 0001225208-12-002442 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,122 Read SEC document |
| December 31, 2011 Filed Jan 30, 2012 16:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 113.6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-002442 · doc4.xml · derivative · entry 4 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,367.62 Underlying: Common Stock · 113.6 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units acquired between June 24, 2011 and December 23, 2011 with reinvested dividend equivalents under the Bank of America Director Deferral Plan which is exempt under Rule 16b-3. These units may be settled in cash on death or temination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired between June 24, 2011 and December 23, 2011 with reinvested dividend equivalents under the Bank of America Director Deferral Plan which is exempt under Rule 16b-3. These units may be settled in cash on death or temination of service as a director. Read SEC document |
| May 11, 2011 Filed May 13, 2011 20:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 16,326.53 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-014276 · doc4.xml · derivative · entry 5 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,254.02 Underlying: Common Stock · 16,326.53 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · shares: Phantom stock units represent payment of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F1 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| March 25, 2011 Filed May 13, 2011 20:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 15.03 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-014276 · doc4.xml · derivative · entry 4 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,927.49 Underlying: Common Stock · 15.03 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units acquired between December 24, 2010 and March 25, 2011 with reinvested dividend equivalents under the Bank of America Director Deferral Plan which is exempt under Rule 16b-3. These units may be settled in cash on death or temination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired between December 24, 2010 and March 25, 2011 with reinvested dividend equivalents under the Bank of America Director Deferral Plan which is exempt under Rule 16b-3. These units may be settled in cash on death or temination of service as a director. Read SEC document |
| December 10, 2010 Filed Dec 10, 2010 21:50 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 100 | $12.79 | $1,278.90 |
DisclosureSEC source: 0001225208-10-026786 · doc4.xml · nonDerivative · entry 2 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,122 Read SEC document |
| December 10, 2010 Filed Dec 10, 2010 21:50 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 4,900 | $12.79 | $62,671.00 |
DisclosureSEC source: 0001225208-10-026786 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,022 Read SEC document |
| December 01, 2010 Filed Dec 1, 2010 21:28 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 5,000 | $11.30 | $56,499.50 |
DisclosureSEC source: 0001225208-10-025985 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,122 Read SEC document |
| September 24, 2010 Filed Dec 1, 2010 21:28 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 7.28 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-025985 · doc4.xml · derivative · entry 4 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,912.46 Underlying: Common Stock · 7.28 shares Expires not disclosed F1 · derivative.exercise_price: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F1 · price: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F1 · derivative.exercise_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F1 · derivative.expiration_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. Read SEC document |
| August 19, 2010 Filed Aug 19, 2010 20:34 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 10,000 | $13.10 | $131,000.00 |
DisclosureSEC source: 0001225208-10-019547 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,122 Read SEC document |
| June 25, 2010 Filed Aug 19, 2010 20:34 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 6.42 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-019547 · doc4.xml · derivative · entry 4 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,905.18 Underlying: Common Stock · 6.42 shares Expires not disclosed F1 · derivative.exercise_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F1 · derivative.expiration_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. Read SEC document |
| April 28, 2010 Filed Apr 30, 2010 20:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 9,898.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-011477 · doc4.xml · derivative · entry 4 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,898.76 Underlying: Common Stock · 9,898.76 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · shares: Phantom stock units represent payment of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F1 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| July 31, 2009 Filed Aug 3, 2009 13:59 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionReverse Exchangable Note · Derivative | 2,100 | $0.00 Strike: $28.06 | $0.00 |
DisclosureSEC source: 0001225208-09-016502 · doc4.xml · derivative · entry 4 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,100 shares Expires 2009-07-31 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: On July 31, 2009, the maturity date, the closing price of Bank of America common stock did not exceed $28.06 per share. Therefore, in accordance with the terms of the Reverse Exchangeable Note, the reporting person received 2,100 shares of Bank of America common stock. F1 · derivative.exercise_date: On July 31, 2009, the maturity date, the closing price of Bank of America common stock did not exceed $28.06 per share. Therefore, in accordance with the terms of the Reverse Exchangeable Note, the reporting person received 2,100 shares of Bank of America common stock. Read SEC document |
| July 31, 2009 Filed Aug 3, 2009 13:59 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-016502 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,122 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On July 31, 2009, the maturity date, the closing price of Bank of America common stock did not exceed $28.06 per share. Therefore, in accordance with the terms of the Reverse Exchangeable Note, the reporting person received 2,100 shares of Bank of America common stock. Read SEC document |
| July 01, 2009 Filed Jul 6, 2009 09:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 10,984 | $13.05 | $143,341.20 |
DisclosureSEC source: 0001225208-09-015141 · doc4.xml · nonDerivative · entry 1 Powell Donald E · CIK 0001429883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,022 F1 · kind: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. 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.