Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BWX Technologies, Inc.BWXT · Entity 656 | Director | March 29, 2022 | March 30, 2022 |
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.
BWX Technologies, Inc.
Report date March 29, 2022 · Filed March 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 1,774.02 |
Reported balance
After 2022-03-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-29 · Grant · Acquired 100.06 · Balance 1,774.02 F1: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. |
Filing footnotes · ownership attribution and instrument terms
F1: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.
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 12, 2018 Filed May 15, 2018 20:44 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 404 | $67.62 | $27,318.48 |
DisclosureSEC source: 0001492627-18-000016 · wf-form4_152641698627599.xml · nonDerivative · entry 2 FEES JOHN A · CIK 0001199539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,466 Read SEC document |
| May 12, 2018 Filed May 15, 2018 20:44 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001492627-18-000016 · wf-form4_152641698627599.xml · nonDerivative · entry 1 FEES JOHN A · CIK 0001199539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,870 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2018 Filed May 11, 2018 21:15 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 1,802 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492627-18-000007 · wf-form4_152607329685770.xml · derivative · entry 1 FEES JOHN A · CIK 0001199539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802 Underlying: Common Stock · 1,802 shares Expires not disclosed F1 · kind: Grant of restricted stock units pursuant to the Amended and Restated 2010 Long-Term Incentive Plan of BWX Technologies, Inc. Each restricted stock unit represents a contingent right to receive one share of BWXT common stock. F2 · derivative.exercise_date: RSU's vested immediately. The reporting person elected to defer receipt of shares underlying the RSU's. In accordance with his deferral election, vested shares will be delivered to the reporting person in one lump sum 12 months following termination of service on the Board of Directors. F2 · derivative.expiration_date: RSU's vested immediately. The reporting person elected to defer receipt of shares underlying the RSU's. In accordance with his deferral election, vested shares will be delivered to the reporting person in one lump sum 12 months following termination of service on the Board of Directors. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:41 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 51.06 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000019 · wf-form4_152270164966967.xml · derivative · entry 1 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902.41 Underlying: Common Stock · 51.06 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWC common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWC common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWC common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:20 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 3,845 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000012 · wf-form4_152037481775821.xml · derivative · entry 4 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,565 Underlying: Common Stock · 3,845 shares Expires 2020-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Restricted stock units vest in three equal annual installments beginning March 2, 2018. The Reporting Person elected to defer receipt of all shares underlying the restricted stock units. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:20 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 125 | $63.77 | $7,971.25 |
DisclosureSEC source: 0001492520-18-000012 · wf-form4_152037481775821.xml · nonDerivative · entry 2 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,466 Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:20 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000012 · wf-form4_152037481775821.xml · nonDerivative · entry 1 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,591 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 01, 2018 Filed Mar 5, 2018 22:00 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 173 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000004 · wf-form4_152028724488646.xml · derivative · entry 4 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173 Underlying: Common Stock · 173 shares Expires 2019-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The Reporting Person elected to defer receipt of all shares underlying the restricted stock units. On March 1, 2018, 4,752 restricted stock units vested and 173 of those shares were withheld to fulfill tax obligations. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:00 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 173 | $63.56 | $10,995.88 |
DisclosureSEC source: 0001492520-18-000004 · wf-form4_152028724488646.xml · nonDerivative · entry 2 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,466 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:00 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 173 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000004 · wf-form4_152028724488646.xml · nonDerivative · entry 1 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,639 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 |
| December 13, 2017 Filed Dec 14, 2017 21:21 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 36.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-17-000053 · wf-form4_151328650289819.xml · derivative · entry 1 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 851.35 Underlying: Common Stock · 36.74 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 18:17 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 21,453 | $60.21 | $1,291,685.13 |
DisclosureSEC source: 0001199539-17-000006 · wf-form4_151076982881666.xml · nonDerivative · entry 2 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,466 F2 · price: The price in Column 4 is a weighted average price. These shares were sold at prices ranging from $60.00 to $60.37 per share. The reporting person undertakes to provide upon request to the SEC staff, the issuer or security holders of issuer information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 18:17 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GiftCommon Stock | 12,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001199539-17-000006 · wf-form4_151076982881666.xml · nonDerivative · entry 1 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,919 F1 · kind: The reporting person transferred shares to The Greeley Charitable Trust of which the reporting person, his spouse and his daughter are the sole trustees. Read SEC document |
| September 08, 2017 Filed Sep 12, 2017 20:17 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 41.31 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-17-000045 · wf-form4_150524740896686.xml · derivative · entry 1 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814.61 Underlying: Common Stock · 41.31 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 13:45 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 45.88 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-17-000033 · wf-form4_149692951425713.xml · derivative · entry 1 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773.3 Underlying: Common Stock · 45.88 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWC common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWC common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWC common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 15:28 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 38.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001199539-17-000003 · wf-form4_149097410497364.xml · derivative · entry 1 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727.42 Underlying: Common Stock · 38.07 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSU's. Each RSU and DER represent a contingent right to receive one share of BWC common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSU's. Each RSU and DER represent a contingent right to receive one share of BWC common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSU's. Each RSU and DER represent a contingent right to receive one share of BWC common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:14 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Unit · Derivative | 11,535 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001199539-17-000002 · wf-form4_148857564507666.xml · derivative · entry 5 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,712 Underlying: Common Stock · 11,535 shares Expires 2019-03-01 F3 · derivative.exercise_date: RSUs vest in three equal installments beginning March 2, 2018. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:14 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Unit · Derivative | 177 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001199539-17-000002 · wf-form4_148857564507666.xml · derivative · entry 4 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177 Underlying: Common Stock · 177 shares Expires 2019-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The Reporting Person elected to defer receipt of all shares underlying the restricted stock units. On March 1, 2017, 4,752 restricted stock units vested and 177 of those shares were withheld to fulfill tax obligations. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:14 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001199539-17-000002 · wf-form4_148857564507666.xml · nonDerivative · entry 2 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,340 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:14 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001199539-17-000002 · wf-form4_148857564507666.xml · nonDerivative · entry 1 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,517 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 |
| December 13, 2016 Filed Dec 15, 2016 16:40 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 36.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-16-000124 · edgar.xml · derivative · entry 1 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678.85 Underlying: Common Stock · 36.05 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 14:52 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0001408482-16-000009 · edgar.xml · derivative · entry 1 FEES JOHN A · CIK 0001199539 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 642.8 Underlying: Common Stock · 46 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on five restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. 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.