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person · Reporting owner

SCULLY ROBERT W

Disclosed activity across 5 companies

Tapewire entity
12909
SEC CIK
0001352881

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BANK OF AMERICA CORP /DE/BAC · Entity 2801DirectorMay 09, 2012May 11, 2012
Chubb LtdCB · Entity 1639DirectorMay 21, 2026May 26, 2026
KKR & Co. Inc.KKR · Entity 338DirectorDecember 11, 2025December 13, 2025
MORGAN STANLEYMS · Entity 2815Co-PresidentDecember 29, 2006December 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect111,414 Reported balance After 2012-05-09 transaction · row 1
1 source row

Row 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-derivativeIndirectBy Trust39,500 Reported balance Holding disclosure · report date 2012-05-09 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common SharesSEC Table I · non-derivativeDirect20,397 Ending reported balance After 2026-05-21 transaction · row 2
2 source rows · reconciled sequence

Row 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-derivativeIndirectBy Robert W Scully 2015 Revocable Trust3,435 Reported balance Holding disclosure · report date 2026-05-21 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect95,464 Reported balance After 2025-12-11 transaction · row 1
1 source row

Row 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-derivativeIndirectBy Trust26,000 Reported balance Holding disclosure · report date 2025-12-11 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 26,000

Common StockSEC Table I · non-derivativeIndirectBy Trust55,000 Reported balance Holding disclosure · report date 2025-12-11 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 55,000

Common StockSEC Table I · non-derivativeIndirectBy Trust13,250 Reported balance Holding disclosure · report date 2025-12-11 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect478,462 Reported balance After 2006-12-29 transaction · row 1
1 source row

Row 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-derivativeIndirectBy Limited Liability Company50,000 Reported balance After 2006-12-29 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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-derivativeIndirectBy 401(k) Plan/ESOP Trust1,885.886 Reported balance Holding disclosure · report date 2006-12-29 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect21,489 Ending reported balance After 2025-05-21 transaction · row 3
3 source rows · reconciled sequence

Row 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 securityDirect0 Reported balance After 2025-05-21 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect0 Reported balance After 2025-05-21 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect0 Reported balance After 2025-05-21 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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-derivativeIndirectBy trust7,590 Reported balance Holding disclosure · report date 2025-05-21 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 13, 2021 Filed Feb 17, 2021 22:35 UTC Zoetis Inc. ZTS · Entity 679 OtherCommon Stock 997 $166.71 $166,209.87
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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December 29, 2006 Filed Dec 29, 2006 17:54 UTC MORGAN STANLEY MS · Entity 2815 OtherCommon Stock 50,000 Not disclosed Not disclosed
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.