Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | May 09, 2012 | May 11, 2012 |
| Chubb LtdCB · Entity 1639 | Director | May 21, 2026 | May 26, 2026 |
| KKR & Co. Inc.KKR · Entity 338 | Director | December 11, 2025 | December 13, 2025 |
| MORGAN STANLEYMS · Entity 2815 | Co-President | December 29, 2006 | December 29, 2006 |
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 May 09, 2012 · Filed May 11, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 111,414 |
Reported balance
After 2012-05-09 transaction · row 1
1 source rowRow 1 · 2012-05-09 · Grant · Acquired 20,698 · Balance 111,414 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 39,500 |
Reported balance
Holding disclosure · report date 2012-05-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 39,500 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Chubb Ltd
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 20,397 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-21 · Grant · Acquired 1,256 · Balance 20,753 F1: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. Row 2 · 2026-05-21 · Tax withholding · Disposed 356 · Balance 20,397 F2: Common Shares being withheld in order to pay tax liability. |
| Common SharesSEC Table I · non-derivative | IndirectBy Robert W Scully 2015 Revocable Trust | 3,435 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,435 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date.
F2: Common Shares being withheld in order to pay tax liability.
KKR & Co. Inc.
Report date December 11, 2025 · Filed December 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 95,464 |
Reported balance
After 2025-12-11 transaction · row 1
1 source rowRow 1 · 2025-12-11 · Grant · Acquired 1,605 · Balance 95,464 F1: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 26,000 |
Reported balance
Holding disclosure · report date 2025-12-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 26,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 55,000 |
Reported balance
Holding disclosure · report date 2025-12-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 55,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 13,250 |
Reported balance
Holding disclosure · report date 2025-12-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 13,250 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc.
MORGAN STANLEY
Report date December 29, 2006 · Filed December 29, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 478,462 |
Reported balance
After 2006-12-29 transaction · row 1
1 source rowRow 1 · 2006-12-29 · Other · Disposed 50,000 · Balance 478,462 F1: The Reporting Person transferred the shares to a limited liability company of which (i) the manager is the Reporting Person, and (ii) the sole member is a limited liability company of which (A) the manager and voting member is a limited liability company of which the Reporting Person is a co-manager and a member, and (B) the non-voting members are the Reporting Person, his wife and certain family trusts. The Reporting Person disclaims beneficial ownerhsip of such shares except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Limited Liability Company | 50,000 |
Reported balance
After 2006-12-29 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2006-12-29 · Other · Acquired 50,000 · Balance 50,000 F1: The Reporting Person transferred the shares to a limited liability company of which (i) the manager is the Reporting Person, and (ii) the sole member is a limited liability company of which (A) the manager and voting member is a limited liability company of which the Reporting Person is a co-manager and a member, and (B) the non-voting members are the Reporting Person, his wife and certain family trusts. The Reporting Person disclaims beneficial ownerhsip of such shares except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan/ESOP Trust | 1,885.886 |
Reported balance
Holding disclosure · report date 2006-12-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,885.886 |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person transferred the shares to a limited liability company of which (i) the manager is the Reporting Person, and (ii) the sole member is a limited liability company of which (A) the manager and voting member is a limited liability company of which the Reporting Person is a co-manager and a member, and (B) the non-voting members are the Reporting Person, his wife and certain family trusts. The Reporting Person disclaims beneficial ownerhsip of such shares except to the extent of his pecuniary interest therein.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Zoetis Inc.
Report date May 21, 2025 · Filed May 23, 2025
Section 16 reporting ended · disclosed 2025-05-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,489 |
Ending reported balance
After 2025-05-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-05-21 · Exercise / conversion · Acquired 1,601 · Balance 5,555 F1: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs) in connection with Mr. Scully's retirement from the Zoetis Board of Directors. Row 2 · 2025-05-21 · Exercise / conversion · Acquired 10,029 · Balance 15,584 F2: Acquisition of common stock upon vesting and settlement of deferred stock units (DSUs) in connection with Mr. Scully's retirement from the Zoetis Board of Directors. Row 3 · 2025-05-21 · Exercise / conversion · Acquired 5,905 · Balance 21,489 F2: Acquisition of common stock upon vesting and settlement of deferred stock units (DSUs) in connection with Mr. Scully's retirement from the Zoetis Board of Directors. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-05-21 · Exercise / conversion · Disposed 1,601.4341 · Balance 0 F4: Represents restricted stock units granted pursuant to the Zoetis Inc. Amended and Restated 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). F5: Each RSU represents a contingent right to receive one share of Zoetis Inc. common stock. F6: Each RSU vests and is settled in shares of Zoetis Inc. common stock on the first anniversary of the date of grant, February 19, 2025; subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F7: Not applicable. |
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-05-21 · Exercise / conversion · Disposed 10,030.7605 · Balance 0 F8: Represents deferred stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each a "DSU" and collectively, "DSUs"). The DSUs were fully vested on the date of the grant and settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director at Zoetis. F9: Each DSU represents a contingent right to receive one share of Zoetis Inc. common stock. F10: Each DSU is settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director of Zoetis Inc. F7: Not applicable. |
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-21 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-05-21 · Exercise / conversion · Disposed 5,906.4339 · Balance 0 F11: Represents deferred stock units granted pursuant to a voluntary deferral under the Zoetis Inc. Amended and Restated Non-Employee Director Deferred Compensation Plan, and dividend equivalent units automatically issued thereon (each a "DSU" and collectively, "DSUs"). The DSUs are fully vested and settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director at Zoetis. F9: Each DSU represents a contingent right to receive one share of Zoetis Inc. common stock. F10: Each DSU is settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director of Zoetis Inc. F7: Not applicable. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 7,590 |
Reported balance
Holding disclosure · report date 2025-05-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,590 F3: Represents shares held in a trust for the benefit of the reporting person's daughter. The reporting person's spouse is a co-trustee of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs) in connection with Mr. Scully's retirement from the Zoetis Board of Directors.
F2: Acquisition of common stock upon vesting and settlement of deferred stock units (DSUs) in connection with Mr. Scully's retirement from the Zoetis Board of Directors.
F3: Represents shares held in a trust for the benefit of the reporting person's daughter. The reporting person's spouse is a co-trustee of the trust.
F4: Represents restricted stock units granted pursuant to the Zoetis Inc. Amended and Restated 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs").
F5: Each RSU represents a contingent right to receive one share of Zoetis Inc. common stock.
F6: Each RSU vests and is settled in shares of Zoetis Inc. common stock on the first anniversary of the date of grant, February 19, 2025; subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events.
F7: Not applicable.
F8: Represents deferred stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each a "DSU" and collectively, "DSUs"). The DSUs were fully vested on the date of the grant and settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director at Zoetis.
F9: Each DSU represents a contingent right to receive one share of Zoetis Inc. common stock.
F10: Each DSU is settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director of Zoetis Inc.
F11: Represents deferred stock units granted pursuant to a voluntary deferral under the Zoetis Inc. Amended and Restated Non-Employee Director Deferred Compensation Plan, and dividend equivalent units automatically issued thereon (each a "DSU" and collectively, "DSUs"). The DSUs are fully vested and settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director at Zoetis.
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 13, 2021 Filed Feb 17, 2021 22:35 UTC | Zoetis Inc. ZTS · Entity 679 | OtherCommon Stock | 997 | $166.71 | $166,209.87 |
DisclosureSEC source: 0001555280-21-000128 · wf-form4_161360128890786.xml · nonDerivative · entry 2 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,589 F2 · kind: Disposition of shares to the Company in exchange for cash based on the closing share price of Zoetis Inc. common stock as of the vesting date. Read SEC document |
| February 13, 2021 Filed Feb 17, 2021 22:35 UTC | Zoetis Inc. ZTS · Entity 679 | Exercise / conversionCommon Stock | 2,779 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001555280-21-000128 · wf-form4_161360128890786.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,586 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 · security: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F1 · price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 23:00 UTC | KKR & Co. Inc. KKR · Entity 338 | PurchaseCommon Stock | 26,000 | $48.13 | $1,251,478.80 |
DisclosureSEC source: 0001140361-21-005269 · form4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 26,000 F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $48.0550 to $48.2026, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:01 UTC | Zoetis Inc. ZTS · Entity 679 | GrantRestricted Stock Unit · Derivative | 1,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001555280-21-000080 · wf-form4_161317085899970.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,473.7158 Underlying: Common Stock · 1,431 shares Expires not disclosed F1 · security: Represents restricted stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). Restricted stock units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. Dividend equivalent units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant of the underlying restricted stock units, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: Each RSU will vest and be settled in shares of Zoetis Inc. common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F4 · derivative.expiration_date: Not applicable. F5 · balance_after: The RSUs vest as follows: 2,779.1458 RSUs will vest on February 13, 2021; 2,658.4794 RSUs will vest on February 12, 2022; 1,605.0906 RSUs will vest on February 11, 2023; and 1,431 RSUs will vest on February 10, 2024. Read SEC document |
| November 02, 2020 Filed Nov 5, 2020 01:00 UTC | KKR & Co. Inc. KKR · Entity 338 | GrantCommon Stock | 4,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-024581 · form4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,979 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were approved for grant under the KKR & Co. Inc. 2019 Equity Incentive Plan and will generally vest on October 1, 2021. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| May 20, 2020 Filed May 22, 2020 15:31 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 584 | $104.61 | $61,092.24 |
DisclosureSEC source: 0001209191-20-031606 · doc4.xml · nonDerivative · entry 2 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,390 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 20, 2020 Filed May 22, 2020 15:31 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 3,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-031606 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,974 F1 · kind: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. F1 · price: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. Read SEC document |
| May 01, 2020 Filed May 5, 2020 14:12 UTC | Chubb Ltd CB · Entity 1639 | PurchaseCommon Shares | 9,750 | $102.40 | $998,400.00 |
DisclosureSEC source: 0001209191-20-026964 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,723 F1 · price: The sale price reported above has been rounded to the nearest cent. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 22:45 UTC | Zoetis Inc. ZTS · Entity 679 | Exercise / conversionRestricted Stock Unit · Derivative | 3,704.6976 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001555280-20-000123 · wf-form4_158215233604769.xml · derivative · entry 3 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,002.8287 Underlying: Common Stock · 3,704.6976 shares Expires not disclosed 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. F3 · security: Restricted stock units previously granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). The RSUs vest as follows and are settled in Zoetis common stock upon vesting: 3,704.6976 RSUs vested on February 14, 2020; 2,763.4058 RSUs will vest on February 13, 2021; 2,643.4229 RSUs will vest on February 12, 2022; and 1,596 RSUs will vest on February 11, 2023. F1 · derivative.exercise_price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F1 · price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F3 · derivative.exercise_date: Restricted stock units previously granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). The RSUs vest as follows and are settled in Zoetis common stock upon vesting: 3,704.6976 RSUs vested on February 14, 2020; 2,763.4058 RSUs will vest on February 13, 2021; 2,643.4229 RSUs will vest on February 12, 2022; and 1,596 RSUs will vest on February 11, 2023. F3 · derivative.expiration_date: Restricted stock units previously granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). The RSUs vest as follows and are settled in Zoetis common stock upon vesting: 3,704.6976 RSUs vested on February 14, 2020; 2,763.4058 RSUs will vest on February 13, 2021; 2,643.4229 RSUs will vest on February 12, 2022; and 1,596 RSUs will vest on February 11, 2023. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 22:45 UTC | Zoetis Inc. ZTS · Entity 679 | OtherCommon Stock | 1,329 | $144.17 | $191,601.93 |
DisclosureSEC source: 0001555280-20-000123 · wf-form4_158215233604769.xml · nonDerivative · entry 2 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,807 F2 · kind: Disposition of shares to the Company in exchange for cash based on the closing share price of Zoetis Inc. common stock as of the vesting date. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 22:45 UTC | Zoetis Inc. ZTS · Entity 679 | Exercise / conversionCommon Stock | 3,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001555280-20-000123 · wf-form4_158215233604769.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,136 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 · security: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F1 · price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:04 UTC | Zoetis Inc. ZTS · Entity 679 | GrantRestricted Stock Unit · Derivative | 1,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001555280-20-000063 · wf-form4_158163143066672.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,707.5263 Underlying: Common Stock · 1,596 shares Expires not disclosed F1 · security: Represents restricted stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (collectively, "RSUs"). Restricted stock units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. Dividend equivalent units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant of the underlying restricted stock units, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: Each RSU will vest and be settled in shares of Zoetis Inc. common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F4 · derivative.expiration_date: Not applicable. F5 · balance_after: The RSUs vest as follows: 3,704.6976 RSUs will vest on February 14, 2020; 2,763.4058 RSUs will vest on February 13, 2021; 2,643.4229 RSUs will vest on February 12, 2022; and 1,596 RSUs will vest on February 11, 2023. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 21:49 UTC | Zoetis Inc. ZTS · Entity 679 | GrantPhantom Stock Unit · Derivative | 247.1137 | $126.46 | $31,250.00 |
DisclosureSEC source: 0001555280-19-000305 · wf-form4_157670578039490.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093.9757 Underlying: Common Stock · 247.1137 shares Expires not disclosed F1 · security: These phantom stock units were acquired pursuant to the Zoetis Non-Employee Director Deferred Compensation Plan and represent the director's deferral of all or a portion of his or her cash retainer fees invested in the Zoetis stock fund (including dividend equivalents thereon). F2 · derivative.exercise_price: Each phantom stock unit represents one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: These phantom stock units will be settled in cash following the reporting person's separation from service. F3 · derivative.expiration_date: These phantom stock units will be settled in cash following the reporting person's separation from service. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 22:04 UTC | KKR & Co. Inc. KKR · Entity 338 | GrantClass A Common Stock | 5,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-19-019655 · form4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,699 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were approved for grant under the KKR & Co. Inc. 2019 Equity Incentive Plan and will generally vest on October 1, 2020. Upon vesting, each restricted stock unit will be settled by delivery of one share of Class A common stock of KKR & Co. Inc. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 22:02 UTC | KKR & Co. Inc. KKR · Entity 338 | Exercise / conversionRestricted Stock Units · Derivative | 6,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-19-017967 · form4.xml · derivative · entry 3 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,539 shares Expires not disclosed 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: 6,539 restricted stock units of KKR & Co. Inc. vested on October 1, 2019 and were settled for Class A common stock of KKR & Co. Inc. on a one-for-one basis F1 · derivative.exercise_date: 6,539 restricted stock units of KKR & Co. Inc. vested on October 1, 2019 and were settled for Class A common stock of KKR & Co. Inc. on a one-for-one basis F1 · derivative.expiration_date: 6,539 restricted stock units of KKR & Co. Inc. vested on October 1, 2019 and were settled for Class A common stock of KKR & Co. Inc. on a one-for-one basis Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 22:02 UTC | KKR & Co. Inc. KKR · Entity 338 | Exercise / conversionClass A Common Stock | 6,539 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-19-017967 · form4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,494 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: 6,539 restricted stock units of KKR & Co. Inc. vested on October 1, 2019 and were settled for Class A common stock of KKR & Co. Inc. on a one-for-one basis Read SEC document |
| September 23, 2019 Filed Sep 25, 2019 20:33 UTC | Zoetis Inc. ZTS · Entity 679 | GrantPhantom Stock Unit · Derivative | 249.8401 | $125.08 | $31,250.00 |
DisclosureSEC source: 0001555280-19-000240 · wf-form4_156944357002816.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845.7326 Underlying: Common Stock · 249.8401 shares Expires not disclosed F1 · security: These phantom stock units were acquired pursuant to the Zoetis Non-Employee Director Deferred Compensation Plan and represent the director's deferral of all or a portion of his or her cash retainer fees invested in the Zoetis stock fund (including dividend equivalents thereon). F2 · derivative.exercise_price: Each phantom stock unit represents one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: These phantom stock units will be settled in cash following the reporting person's separation from service. F3 · derivative.expiration_date: These phantom stock units will be settled in cash following the reporting person's separation from service. Read SEC document |
| June 24, 2019 Filed Jun 26, 2019 20:57 UTC | Zoetis Inc. ZTS · Entity 679 | GrantPhantom Stock Unit · Derivative | 275.4032 | $113.47 | $31,250.00 |
DisclosureSEC source: 0001555280-19-000194 · wf-form4_156158264315762.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595.0372 Underlying: Common Stock · 275.4032 shares Expires not disclosed F1 · security: These phantom stock units were acquired pursuant to the Zoetis Non-Employee Director Deferred Compensation Plan and represent the director's deferral of all or a portion of his or her cash retainer fees invested in the Zoetis stock fund (including dividend equivalents thereon). F2 · derivative.exercise_price: Each phantom stock unit represents one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: These phantom stock units will be settled in cash following the reporting person's separation from service. F3 · derivative.expiration_date: These phantom stock units will be settled in cash following the reporting person's separation from service. Read SEC document |
| May 16, 2019 Filed May 20, 2019 19:10 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 605 | $145.62 | $88,100.10 |
DisclosureSEC source: 0001209191-19-031294 · doc4.xml · nonDerivative · entry 2 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,973 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 16, 2019 Filed May 20, 2019 19:10 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 2,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-031294 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,578 F1 · kind: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. F1 · price: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 20:19 UTC | Zoetis Inc. ZTS · Entity 679 | GrantPhantom Stock Unit · Derivative | 319.1055 | $97.93 | $31,250.00 |
DisclosureSEC source: 0001555280-19-000123 · wf-form4_155371797277458.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319.1055 Underlying: Common Stock · 319.1055 shares Expires not disclosed F1 · security: These phantom stock units were acquired pursuant to the Zoetis Non-Employee Director Deferred Compensation Plan and represent the director's deferral of all or a portion of his or her cash retainer fees invested in the Zoetis stock fund (including dividend equivalents thereon). F2 · derivative.exercise_price: Each phantom stock unit represents one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: These phantom stock units will be settled in cash following the reporting person's separation from service. F3 · derivative.expiration_date: These phantom stock units will be settled in cash following the reporting person's separation from service. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:22 UTC | Zoetis Inc. ZTS · Entity 679 | Exercise / conversionRestricted Stock Unit · Derivative | 4,150.3887 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001555280-19-000105 · wf-form4_155078776170462.xml · derivative · entry 3 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,058.3653 Underlying: Common Stock · 4,150.3887 shares Expires not disclosed 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. F3 · security: Restricted stock units previously granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). The RSUs vest as follows and are settled in Zoetis common stock upon vesting: 4,150.3887 RSUs vested on February 19, 2019; 3,683.0826 RSUs will vest on February 14, 2020; 2,747.2827 RSUs will vest on February 13, 2021; and 2,628.0000 RSUs will vest on February 12, 2022. F1 · derivative.exercise_price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F1 · price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F3 · derivative.exercise_date: Restricted stock units previously granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). The RSUs vest as follows and are settled in Zoetis common stock upon vesting: 4,150.3887 RSUs vested on February 19, 2019; 3,683.0826 RSUs will vest on February 14, 2020; 2,747.2827 RSUs will vest on February 13, 2021; and 2,628.0000 RSUs will vest on February 12, 2022. F3 · derivative.expiration_date: Restricted stock units previously granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). The RSUs vest as follows and are settled in Zoetis common stock upon vesting: 4,150.3887 RSUs vested on February 19, 2019; 3,683.0826 RSUs will vest on February 14, 2020; 2,747.2827 RSUs will vest on February 13, 2021; and 2,628.0000 RSUs will vest on February 12, 2022. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:22 UTC | Zoetis Inc. ZTS · Entity 679 | OtherCommon Stock | 1,489 | $94.91 | $141,320.99 |
DisclosureSEC source: 0001555280-19-000105 · wf-form4_155078776170462.xml · nonDerivative · entry 2 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,432 F2 · kind: Disposition of shares to the Company in exchange for cash based on the closing share price of Zoetis Inc. common stock as of the vesting date. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:22 UTC | Zoetis Inc. ZTS · Entity 679 | Exercise / conversionCommon Stock | 4,150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001555280-19-000105 · wf-form4_155078776170462.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,921 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 · security: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F1 · price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:57 UTC | Zoetis Inc. ZTS · Entity 679 | GrantRestricted Stock Unit · Derivative | 2,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001555280-19-000050 · wf-form4_155018864983249.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,208.754 Underlying: Common Stock · 2,628 shares Expires not disclosed F1 · security: Represents restricted stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (collectively, "RSUs"). Restricted stock units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. Dividend equivalent units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant of the underlying restricted stock units, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: Each RSU will vest and be settled in shares of Zoetis Inc. common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F4 · derivative.expiration_date: Not applicable. F5 · balance_after: The RSUs vest as follows: 4,150.3887 RSUs will vest on February 19, 2019; 3,683.0826 RSUs will vest on February 14, 2020; 2,747.2827 RSUs will vest on February 13, 2021; and 2,628.0000 RSUs will vest on February 12, 2022. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 22:41 UTC | KKR & Co. Inc. KKR · Entity 338 | GrantRestricted Stock Units · Derivative | 6,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-041539 · form4.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,539 Underlying: Class A Common Stock · 6,539 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units of KKR & Co. Inc. were approved for grant under the Amended and Restated KKR & Co. Inc. 2010 Equity Incentive Plan and will generally vest on October 1, 2019. Upon vesting, each restricted stock unit may be settled by delivery of one share of Class A common stock of KKR & Co. Inc. F1 · derivative.exercise_date: These restricted stock units of KKR & Co. Inc. were approved for grant under the Amended and Restated KKR & Co. Inc. 2010 Equity Incentive Plan and will generally vest on October 1, 2019. Upon vesting, each restricted stock unit may be settled by delivery of one share of Class A common stock of KKR & Co. Inc. F1 · derivative.expiration_date: These restricted stock units of KKR & Co. Inc. were approved for grant under the Amended and Restated KKR & Co. Inc. 2010 Equity Incentive Plan and will generally vest on October 1, 2019. Upon vesting, each restricted stock unit may be settled by delivery of one share of Class A common stock of KKR & Co. Inc. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:34 UTC | KKR & Co. Inc. KKR · Entity 338 | Exercise / conversionRestricted Stock Units · Derivative | 7,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-040065 · form4.xml · derivative · entry 3 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,372 shares Expires not disclosed 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: 7,372 restricted stock units of KKR & Co. Inc. vested on October 1, 2018 and were settled for Class A common stock of KKR & Co. Inc. on a one-for-one basis. F1 · derivative.exercise_date: 7,372 restricted stock units of KKR & Co. Inc. vested on October 1, 2018 and were settled for Class A common stock of KKR & Co. Inc. on a one-for-one basis. F1 · derivative.expiration_date: 7,372 restricted stock units of KKR & Co. Inc. vested on October 1, 2018 and were settled for Class A common stock of KKR & Co. Inc. on a one-for-one basis. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:34 UTC | KKR & Co. Inc. KKR · Entity 338 | Exercise / conversionClass A Common Stock | 7,372 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-040065 · form4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,955 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: 7,372 restricted stock units of KKR & Co. Inc. vested on October 1, 2018 and were settled for Class A common stock of KKR & Co. Inc. on a one-for-one basis. Read SEC document |
| May 17, 2018 Filed May 21, 2018 19:49 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 524 | $134.45 | $70,451.80 |
DisclosureSEC source: 0001209191-18-031782 · doc4.xml · nonDerivative · entry 2 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,244 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 17, 2018 Filed May 21, 2018 19:49 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 2,417 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-031782 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,768 F1 · kind: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. F1 · price: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 22:28 UTC | Zoetis Inc. ZTS · Entity 679 | Exercise / conversionRestricted Stock Unit · Derivative | 3,771.06 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001555280-18-000124 · wf-form4_151994331391439.xml · derivative · entry 2 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,514.1921 Underlying: Common Stock · 3,771.06 shares Expires not disclosed 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 · security: Restricted stock units previously granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). The RSUs vest as follows and are settled in Zoetis common stock upon vesting: 3,771.0600 RSUs vested on February 27, 2018; 4,124.2792 RSUs will vest on February 19, 2019; 3,659.9129 RSUs will vest on February 14, 2020; and 2,730 RSUs will vest on February 13, 2021. F1 · derivative.exercise_price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F1 · price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F2 · derivative.exercise_date: Restricted stock units previously granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). The RSUs vest as follows and are settled in Zoetis common stock upon vesting: 3,771.0600 RSUs vested on February 27, 2018; 4,124.2792 RSUs will vest on February 19, 2019; 3,659.9129 RSUs will vest on February 14, 2020; and 2,730 RSUs will vest on February 13, 2021. F2 · derivative.expiration_date: Restricted stock units previously granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). The RSUs vest as follows and are settled in Zoetis common stock upon vesting: 3,771.0600 RSUs vested on February 27, 2018; 4,124.2792 RSUs will vest on February 19, 2019; 3,659.9129 RSUs will vest on February 14, 2020; and 2,730 RSUs will vest on February 13, 2021. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 22:28 UTC | Zoetis Inc. ZTS · Entity 679 | Exercise / conversionCommon Stock | 3,771 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001555280-18-000124 · wf-form4_151994331391439.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,771 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 · security: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. F1 · price: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs). Each RSU represents a right to receive one share of Zoetis Inc. common stock upon vesting of the RSU. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 22:17 UTC | Zoetis Inc. ZTS · Entity 679 | GrantRestricted Stock Unit · Derivative | 2,730 | $73.24 | $199,945.20 |
DisclosureSEC source: 0001555280-18-000074 · wf-form4_151873304347939.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,285.2521 Underlying: Common Stock · 2,730 shares Expires not disclosed F1 · security: Represents restricted stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (collectively, "RSUs"). Restricted stock units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. Dividend equivalent units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant of the underlying restricted stock units, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: Each RSU will vest and be settled in shares of Zoetis Inc. common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F4 · derivative.expiration_date: Not applicable. F5 · balance_after: The RSUs vest as follows: 3,771.0600 RSUs will vest on February 27, 2018; 4,124.2792 RSUs will vest on February 19, 2019; 3,659.9129 RSUs will vest on February 14, 2020; and 2,730 RSUs will vest on February 13, 2021. Read SEC document |
| October 27, 2017 Filed Oct 30, 2017 22:17 UTC | KKR & Co. Inc. KKR · Entity 338 | GrantRestricted Equity Units · Derivative | 7,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-040100 · form4.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,372 Underlying: Common Units · 7,372 shares Expires not disclosed F1 · derivative.exercise_price: These restricted equity units of KKR & Co. L.P. were approved for grant under the KKR & Co. L.P. 2010 Equity Incentive Plan and will generally vest on October 1, 2018. Upon vesting, each restricted equity unit may be settled by delivery of one common unit of KKR & Co. L.P. F1 · derivative.exercise_date: These restricted equity units of KKR & Co. L.P. were approved for grant under the KKR & Co. L.P. 2010 Equity Incentive Plan and will generally vest on October 1, 2018. Upon vesting, each restricted equity unit may be settled by delivery of one common unit of KKR & Co. L.P. F1 · derivative.expiration_date: These restricted equity units of KKR & Co. L.P. were approved for grant under the KKR & Co. L.P. 2010 Equity Incentive Plan and will generally vest on October 1, 2018. Upon vesting, each restricted equity unit may be settled by delivery of one common unit of KKR & Co. L.P. Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 22:05 UTC | KKR & Co. Inc. KKR · Entity 338 | Exercise / conversionRestricted Equity Units · Derivative | 10,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-037438 · form4.xml · derivative · entry 3 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 10,088 shares Expires not disclosed 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: 10,088 restricted equity units of KKR & Co. L.P. vested on October 1, 2017 and were settled for common units of KKR & Co. L.P. on a one-for-one basis. F1 · derivative.exercise_date: 10,088 restricted equity units of KKR & Co. L.P. vested on October 1, 2017 and were settled for common units of KKR & Co. L.P. on a one-for-one basis. F1 · derivative.expiration_date: 10,088 restricted equity units of KKR & Co. L.P. vested on October 1, 2017 and were settled for common units of KKR & Co. L.P. on a one-for-one basis. Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 22:05 UTC | KKR & Co. Inc. KKR · Entity 338 | Exercise / conversionCommon Units | 10,088 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-037438 · form4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,583 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: 10,088 restricted equity units of KKR & Co. L.P. vested on October 1, 2017 and were settled for common units of KKR & Co. L.P. on a one-for-one basis. Read SEC document |
| August 17, 2017 Filed Aug 17, 2017 22:41 UTC | KKR & Co. Inc. KKR · Entity 338 | PurchaseCommon Units | 55,000 | $18.21 | $1,001,550.00 |
DisclosureSEC source: 0001140361-17-032630 · form4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 55,000 F1 · price: Reflects a weighted average purchase price. These common units were purchased in multiple transactions at prices ranging from $18.1085 to $18.32, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common units purchased at each separate price. Read SEC document |
| May 18, 2017 Filed May 22, 2017 15:45 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 521 | $138.56 | $72,189.76 |
DisclosureSEC source: 0001209191-17-034158 · doc4.xml · nonDerivative · entry 2 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,351 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 18, 2017 Filed May 22, 2017 15:45 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 2,093 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-034158 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,872 F1 · kind: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. F1 · price: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:11 UTC | Zoetis Inc. ZTS · Entity 679 | GrantRestricted Stock Unit · Derivative | 3,635 | $55.02 | $199,997.70 |
DisclosureSEC source: 0001555280-17-000062 · wf-form4_148728305744665.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,476.5959 Underlying: Common Stock · 3,635 shares Expires not disclosed F1 · security: Represents restricted stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (collectively, "RSUs"). Restricted stock units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. Dividend equivalent units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant of the underlying restricted stock units, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: Each RSU will vest and be settled in shares of Zoetis Inc. common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F4 · derivative.expiration_date: Not applicable. F5 · balance_after: The RSUs vest as follows: 3,745.3906 RSUs will vest on February 27, 2018; 4,096.2053 RSUs will vest on February 19, 2019; and 3,635 RSUs will vest on February 14, 2020. Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 22:15 UTC | KKR & Co. Inc. KKR · Entity 338 | GrantRestricted Equity Units · Derivative | 10,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-083922 · form4.xml · derivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,088 Underlying: Common Units · 10,088 shares Expires not disclosed F1 · derivative.exercise_price: These restricted equity units of KKR & Co. L.P. were approved for grant under the KKR & Co. L.P. 2010 Equity Incentive Plan and will generally vest on October 1, 2017. Upon vesting, each restricted equity unit may be settled by delivery of one common unit of KKR & Co. L.P. F1 · derivative.exercise_date: These restricted equity units of KKR & Co. L.P. were approved for grant under the KKR & Co. L.P. 2010 Equity Incentive Plan and will generally vest on October 1, 2017. Upon vesting, each restricted equity unit may be settled by delivery of one common unit of KKR & Co. L.P. F1 · derivative.expiration_date: These restricted equity units of KKR & Co. L.P. were approved for grant under the KKR & Co. L.P. 2010 Equity Incentive Plan and will generally vest on October 1, 2017. Upon vesting, each restricted equity unit may be settled by delivery of one common unit of KKR & Co. L.P. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 22:04 UTC | KKR & Co. Inc. KKR · Entity 338 | Exercise / conversionRestricted Equity Units · Derivative | 6,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-148680 · a4.xml · derivative · entry 2 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 6,219 shares Expires not disclosed 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: 6,219 restricted equity units of KKR & Co. L.P. vested on October 1, 2016 and were settled for common units of KKR & Co. L.P. on a one-for-one basis. F1 · derivative.exercise_date: 6,219 restricted equity units of KKR & Co. L.P. vested on October 1, 2016 and were settled for common units of KKR & Co. L.P. on a one-for-one basis. F1 · derivative.expiration_date: 6,219 restricted equity units of KKR & Co. L.P. vested on October 1, 2016 and were settled for common units of KKR & Co. L.P. on a one-for-one basis. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 22:04 UTC | KKR & Co. Inc. KKR · Entity 338 | Exercise / conversionCommon Units | 6,219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-16-148680 · a4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,495 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: 6,219 restricted equity units of KKR & Co. L.P. vested on October 1, 2016 and were settled for common units of KKR & Co. L.P. on a one-for-one basis. Read SEC document |
| May 09, 2012 Filed May 11, 2012 20:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 20,698 | $7.73 | $159,995.54 |
DisclosureSEC source: 0001225208-12-011946 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,414 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 |
| May 11, 2011 Filed May 13, 2011 20:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 13,061 | $12.25 | $159,997.25 |
DisclosureSEC source: 0001225208-11-014272 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,716 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 |
| November 09, 2010 Filed Nov 10, 2010 13:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 39,500 | $12.45 | $491,715.75 |
DisclosureSEC source: 0001225208-10-024565 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 39,500 F1 · price: The price in column 4 is a weighted average price. The prices actually paid ranged from $12.24 per share to $12.72 per share. Upon request from the Securities and Exchange Commission staff, the issuer or a security holder of the issuer, the reporting person will provide full information regarding the number of shares purchased within the range. Read SEC document |
| April 28, 2010 Filed Apr 30, 2010 20:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 8,998 | $17.78 | $159,984.44 |
DisclosureSEC source: 0001225208-10-011479 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,655 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 |
| October 21, 2009 Filed Oct 23, 2009 18:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 62,000 | $16.79 | $1,040,905.60 |
DisclosureSEC source: 0001225208-09-020846 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,657 F1 · price: The price in column 4 is a weighted average price. The prices actually paid ranged from $16.47 per share to $16.96 per share. Upon request from the Securities and Exchange Commission staff, the issuer or a security holder of the issuer, the reporting person will provide full information regarding the number of shares purchased within the range. Read SEC document |
| September 01, 2009 Filed Sep 3, 2009 18:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 6,657 | $16.46 | $109,574.22 |
DisclosureSEC source: 0001225208-09-018494 · doc4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,657 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 |
| December 29, 2006 Filed Dec 29, 2006 17:54 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-06-067317 · doc4.xml · nonDerivative · entry 2 SCULLY ROBERT W · CIK 0001352881 · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · By Limited Liability Company Disclosed balance after: 50,000 F1 · kind: The Reporting Person transferred the shares to a limited liability company of which (i) the manager is the Reporting Person, and (ii) the sole member is a limited liability company of which (A) the manager and voting member is a limited liability company of which the Reporting Person is a co-manager and a member, and (B) the non-voting members are the Reporting Person, his wife and certain family trusts. The Reporting Person disclaims beneficial ownerhsip of such shares except to the extent of his pecuniary interest therein. F1 · price: The Reporting Person transferred the shares to a limited liability company of which (i) the manager is the Reporting Person, and (ii) the sole member is a limited liability company of which (A) the manager and voting member is a limited liability company of which the Reporting Person is a co-manager and a member, and (B) the non-voting members are the Reporting Person, his wife and certain family trusts. The Reporting Person disclaims beneficial ownerhsip of such shares except to the extent of his pecuniary interest therein. F1 · ownership.nature: The Reporting Person transferred the shares to a limited liability company of which (i) the manager is the Reporting Person, and (ii) the sole member is a limited liability company of which (A) the manager and voting member is a limited liability company of which the Reporting Person is a co-manager and a member, and (B) the non-voting members are the Reporting Person, his wife and certain family trusts. The Reporting Person disclaims beneficial ownerhsip of such shares except to the extent of his pecuniary interest therein. 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.