Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACUITY INC. (DE)AYI · Entity 2588 | Director | January 21, 2026 | January 23, 2026 |
| Carlyle Group Inc.CG · Entity 3316 | Director | May 01, 2026 | May 01, 2026 |
| FORD MOTOR COF · Entity 1829 | Director | March 01, 2017 | March 03, 2017 |
| MORGAN STANLEYMS · Entity 2815 | Director | May 18, 2011 | May 20, 2011 |
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.
ACUITY INC. (DE)
Report date January 21, 2026 · Filed January 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,618 |
Reported balance
After 2026-01-21 transaction · row 1
1 source rowRow 1 · 2026-01-21 · Grant · Acquired 546 · Balance 18,618 F1: Restricted Stock Award (RSA) issued pursuant to the Issuer's Amended and Restated 2012 Omnibus Stock Incentive Compensation Plan. The RSA resulted from the Reporting Person's election to receive a portion of annual director fees payable on January 21, 2026 in the form of an RSA. The RSA will vest in full on the first anniversary of the grant date, or, if earlier, the date of the next subsequent annual meeting of the Issuer's stockholders following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Award (RSA) issued pursuant to the Issuer's Amended and Restated 2012 Omnibus Stock Incentive Compensation Plan. The RSA resulted from the Reporting Person's election to receive a portion of annual director fees payable on January 21, 2026 in the form of an RSA. The RSA will vest in full on the first anniversary of the grant date, or, if earlier, the date of the next subsequent annual meeting of the Issuer's stockholders following the grant date.
Carlyle Group Inc.
Report date May 01, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 316,538 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 4,450 · Balance 316,538 F1: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service to the Issuer or its affiliates on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service to the Issuer or its affiliates on such vesting date.
FORD MOTOR CO
Report date March 01, 2017 · Filed March 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 45,375 |
Reported balance
After 2017-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-03-01 · Grant · Acquired 703 · Balance 45,375 F1: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 22,873 |
Reported balance
After 2017-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-01 · Grant · Acquired 354 · Balance 22,873 F2: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. |
Filing footnotes · ownership attribution and instrument terms
F1: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock.
F2: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service.
MORGAN STANLEY
Report date May 18, 2011 · Filed May 20, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,946.143 |
Reported balance
After 2011-05-18 transaction · row 1
1 source rowRow 1 · 2011-05-18 · Grant · Acquired 10,248.59 · Balance 46,946.143 F1: Restricted stock units granted under the Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BANK OF AMERICA CORP /DE/
Report date February 01, 2005 · Filed February 02, 2005
Section 16 reporting ended · disclosed 2005-02-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 738,441 |
Ending reported balance
After 2005-02-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2005-01-24 · Gift · Disposed 1,450 · Balance 537,776 F1: These shares were gifted on the indicated date. Row 2 · 2005-02-01 · Exercise / conversion · Acquired 151,164 · Balance 688,940 Row 3 · 2005-02-01 · Tax withholding · Disposed 144,295 · Balance 544,645 F2: Disposition of shares to the issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock whi ch is exempt under Rule 16b-3(e). Row 4 · 2005-02-01 · Exercise / conversion · Acquired 193,796 · Balance 738,441 |
| Common StockSEC Table I · non-derivative | IndirectBy Child Blair | 1,290 |
Reported balance
After 2005-01-24 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2005-01-24 · Gift · Acquired 100 · Balance 1,290 F1: These shares were gifted on the indicated date. |
| Common StockSEC Table I · non-derivative | IndirectBy Child Meredith | 1,290 |
Reported balance
After 2005-01-24 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2005-01-24 · Gift · Acquired 100 · Balance 1,290 F1: These shares were gifted on the indicated date. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse Beverly | 15,000 |
Reported balance
After 2005-01-24 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2005-01-24 · Gift · Acquired 1,000 · Balance 15,000 F1: These shares were gifted on the indicated date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $40.85 · Expires 2007-02-13 | Direct | 0 |
Reported balance
After 2005-02-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2005-02-01 · Exercise / conversion · Disposed 151,164 · Balance 0 F3: These restricted stock units vested upon the reporting person's retirement from the Corporation. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $34.44 · Expires 2007-02-14 | Direct | 0 |
Reported balance
After 2005-02-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2005-02-01 · Exercise / conversion · Disposed 193,796 · Balance 0 F3: These restricted stock units vested upon the reporting person's retirement from the Corporation. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were gifted on the indicated date.
F2: Disposition of shares to the issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock whi ch is exempt under Rule 16b-3(e).
F3: These restricted stock units vested upon the reporting person's retirement from the Corporation.
Parkway, Inc.
Report date October 12, 2017 · Filed October 13, 2017
Section 16 reporting ended · disclosed 2017-10-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-10-12 transaction · row 1
1 source rowRow 1 · 2017-10-12 · Disposition to issuer · Disposed 18,145 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of June 29 2017, among by and among Parkway, Inc., a Maryland corporation, Parkway Properties LP, a Delaware limited partnership, Real Estate Houston US Trust ("Parent"), a Delaware statutory trust and wholly-owned subsidiary of Canada Pension Plan Investment Board, a Canadian Crown corporation ("CPPIB"), Real Estate Houston US LLC, a Delaware limited liability company and a wholly-owned subsidiary of Parent, and Real Estate Houston US LP, a Delaware limited partnership and an indirect wholly-owned subsidiary of Parent, in exchange for $19.05 in cash per share, without interest, less any applicable tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of June 29 2017, among by and among Parkway, Inc., a Maryland corporation, Parkway Properties LP, a Delaware limited partnership, Real Estate Houston US Trust ("Parent"), a Delaware statutory trust and wholly-owned subsidiary of Canada Pension Plan Investment Board, a Canadian Crown corporation ("CPPIB"), Real Estate Houston US LLC, a Delaware limited liability company and a wholly-owned subsidiary of Parent, and Real Estate Houston US LP, a Delaware limited partnership and an indirect wholly-owned subsidiary of Parent, in exchange for $19.05 in cash per share, without interest, less any applicable tax withholding.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 01, 2026 Filed May 1, 2026 22:28 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 4,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-029472 · wk-form4_1777674485.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,538 F1 · kind: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service to the Issuer or its affiliates on such vesting date. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:13 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 546 | $320.59 | $175,042.14 |
DisclosureSEC source: 0001176400-26-000003 · wk-form4_1769202781.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,618 F1 · shares: Restricted Stock Award (RSA) issued pursuant to the Issuer's Amended and Restated 2012 Omnibus Stock Incentive Compensation Plan. The RSA resulted from the Reporting Person's election to receive a portion of annual director fees payable on January 21, 2026 in the form of an RSA. The RSA will vest in full on the first anniversary of the grant date, or, if earlier, the date of the next subsequent annual meeting of the Issuer's stockholders following the grant date. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:20 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 5,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001527166-25-000047 · wk-form4_1746217224.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,088 F1 · kind: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2026, subject to the reporting person's continued service to The Carlyle Group Inc. or its affiliates on such vesting date. Read SEC document |
| January 22, 2025 Filed Jan 24, 2025 21:31 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 534 | $328.00 | $175,152.00 |
DisclosureSEC source: 0001144215-25-000023 · wk-form4_1737754258.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,072 F1 · shares: Restricted Stock Award (RSA) issued pursuant to the Issuer's Amended and Restated 2012 Omnibus Stock Incentive Compensation Plan. The RSA resulted from the Reporting Person's election to receive a portion of annual director fees payable on January 22, 2025 in the form of an RSA. The RSA will vest in full on the first anniversary of the grant date, or, if earlier, the date of the next subsequent annual meeting of the Issuer's stockholders following the grant date. Read SEC document |
| May 01, 2024 Filed May 3, 2024 21:19 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 5,004 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-053054 · ownership.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306,853 F1 · shares: These securities are restricted stock unit awards granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2025, subject to the reporting person's continued service to The Carlyle Group Inc. or its affiliates on such vesting date. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 21:39 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 681 | $227.87 | $155,179.47 |
DisclosureSEC source: 0001144215-24-000024 · wk-form4_1706305163.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,538 F1 · shares: Restricted Stock Award (RSA) issued pursuant to the Issuer's Amended and Restated 2012 Omnibus Stock Incentive Compensation Plan. The RSA resulted from the Reporting Person's election to receive a portion of annual director fees payable on January 24, 2024 in the form of an RSA. The RSA will vest in full on the first anniversary of the grant date, or, if earlier, the date of the next subsequent annual meeting of the Issuer's stockholders following the grant date. Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:16 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 6,238 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-012109 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,849 F1 · shares: These securities are restricted stock unit awards granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2024, subject to the reporting person's continued service to The Carlyle Group Inc. or its affiliates on such vesting date. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 21:08 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 888 | $174.67 | $155,106.96 |
DisclosureSEC source: 0001144215-23-000033 · wf-form4_167485369123980.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,857 F1 · shares: Restricted Stock Award (RSA) issued pursuant to the Issuer's Amended and Restated 2012 Omnibus Stock Incentive Compensation Plan. The RSA resulted from the Reporting Person's election to receive a portion of annual director fees payable on January 25, 2023 in the form of an RSA. The RSA will vest in full on the first anniversary of the grant date, or, if earlier, the date of the next subsequent annual meeting of the Issuer's stockholders following the grant date. Read SEC document |
| May 01, 2022 Filed May 2, 2022 22:09 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 5,236 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-016147 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,611 F1 · shares: These securities are restricted stock unit awards granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2023, subject to the reporting person's continued service to The Carlyle Group Inc. or its affiliates on such vesting date. Read SEC document |
| January 05, 2022 Filed Jan 8, 2022 00:27 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 674 | $215.24 | $145,071.76 |
DisclosureSEC source: 0001144215-22-000024 · wf-form4_164160161275929.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,969 F1 · shares: Restricted Stock Award (RSA) issued pursuant to the Issuer's Amended and Restated 2012 Omnibus Stock Incentive Compensation Plan (as approved by stockholders on January 5, 2022). The RSA resulted from the Reporting Person's election to receive a portion of annual director fees payable on January 5, 2022 in the form of a stock award. The RSA will vest in full on the first anniversary of the grant date, or, if earlier, the date of the next subsequent annual meeting of the Issuer's stockholders following the grant date. Read SEC document |
| May 01, 2021 Filed May 4, 2021 01:28 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 3,985 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-017941 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,375 F1 · shares: These securities are restricted stock unit awards granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2022, subject to the reporting person's continued service to The Carlyle Group Inc. or its affiliates on such vesting date. Read SEC document |
| January 06, 2021 Filed Jan 8, 2021 21:33 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 1,202 | $120.65 | $145,021.30 |
DisclosureSEC source: 0001144215-21-000022 · wf-form4_161014160761545.xml · nonDerivative · entry 2 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,295 F1 · shares: During the reporting period, fees paid to the reporting person resulted in stock being issued pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). Effective January 6, 2021, the Board changed the frequency of fee payments to directors from quarterly to annually. The transactions reported include (a) prorated fee for fees due from a prior quarter, and (b) the annual fee payable as of January 6, 2021. F2 · balance_after: The total direct shares owned includes 143 time-vesting restricted shares. Read SEC document |
| January 06, 2021 Filed Jan 8, 2021 21:33 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 121 | $120.23 | $14,547.83 |
DisclosureSEC source: 0001144215-21-000022 · wf-form4_161014160761545.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,093 F1 · shares: During the reporting period, fees paid to the reporting person resulted in stock being issued pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). Effective January 6, 2021, the Board changed the frequency of fee payments to directors from quarterly to annually. The transactions reported include (a) prorated fee for fees due from a prior quarter, and (b) the annual fee payable as of January 6, 2021. F2 · balance_after: The total direct shares owned includes 143 time-vesting restricted shares. Read SEC document |
| November 02, 2020 Filed Nov 5, 2020 00:28 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 400 | $90.71 | $36,284.00 |
DisclosureSEC source: 0001144215-20-000149 · wf-form4_160453612172977.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,972 F1 · shares: During the reporting period, fees paid to the reporting person resulted in stock being issued pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). F2 · balance_after: The total direct shares owned includes 286 time-vesting restricted shares. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 22:37 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 359 | $101.05 | $36,276.95 |
DisclosureSEC source: 0001144215-20-000101 · wf-form4_159658055361561.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,572 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). F2 · balance_after: The total direct shares owned includes 286 time-vesting restricted shares. Read SEC document |
| May 01, 2020 Filed May 4, 2020 20:31 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 420 | $86.32 | $36,254.40 |
DisclosureSEC source: 0001144215-20-000060 · wf-form4_158862427018693.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,213 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). F2 · balance_after: The total direct shares owned includes 286 time-vesting restricted shares. Read SEC document |
| May 01, 2020 Filed May 5, 2020 22:50 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-012098 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,390 F1 · shares: These securities are restricted stock unit awards granted under The Carlyle Group Inc. 2012 Amended & Restated Equity Incentive Plan. These securities will vest on May 1, 2021, subject to Mr. Hance's continued service to The Carlyle Group Inc. (or its affiliates) on such vesting date. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 21:19 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 301 | $120.48 | $36,264.48 |
DisclosureSEC source: 0001144215-20-000018 · wf-form4_158085113084911.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,793 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). F2 · balance_after: The total direct shares owned includes 286 time-vesting restricted shares. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 22:27 UTC | Carlyle Group Inc. CG · Entity 3316 | ConversionCarlyle Holdings partnership units · Derivative | 251,380 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-000307 · doc4.xml · derivative · entry 2 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units Representing limited partnership interests · 251,380 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 · derivative.exercise_price: Pursuant to the terms of the exchange agreement and subject to certain requirements and restrictions, the partnership units of Carlyle Holdings were exchangeable for common units of The Carlyle Group L.P. on a one-for-one basis. F1 · kind: On January 1, 2020, The Carlyle Group L.P., a Delaware limited partnership, converted into a Delaware corporation named The Carlyle Group Inc. (the "Conversion"). As a result of such conversion, each common unit of limited partner interest of The Carlyle Group L.P. converted into a share of common stock of The Carlyle Group Inc. (the "Common Stock"). F2 · kind: Pursuant to the terms of the Conversion, partnership units of Carlyle Holdings were exchanged for shares of Common Stock on a one-for-one basis. F1 · price: On January 1, 2020, The Carlyle Group L.P., a Delaware limited partnership, converted into a Delaware corporation named The Carlyle Group Inc. (the "Conversion"). As a result of such conversion, each common unit of limited partner interest of The Carlyle Group L.P. converted into a share of common stock of The Carlyle Group Inc. (the "Common Stock"). F2 · price: Pursuant to the terms of the Conversion, partnership units of Carlyle Holdings were exchanged for shares of Common Stock on a one-for-one basis. F3 · derivative.exercise_date: Pursuant to the terms of the exchange agreement and subject to certain requirements and restrictions, the partnership units of Carlyle Holdings were exchangeable for common units of The Carlyle Group L.P. on a one-for-one basis. F3 · derivative.expiration_date: Pursuant to the terms of the exchange agreement and subject to certain requirements and restrictions, the partnership units of Carlyle Holdings were exchangeable for common units of The Carlyle Group L.P. on a one-for-one basis. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 22:27 UTC | Carlyle Group Inc. CG · Entity 3316 | ConversionCommon Stock | 251,380 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-000307 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,979 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: On January 1, 2020, The Carlyle Group L.P., a Delaware limited partnership, converted into a Delaware corporation named The Carlyle Group Inc. (the "Conversion"). As a result of such conversion, each common unit of limited partner interest of The Carlyle Group L.P. converted into a share of common stock of The Carlyle Group Inc. (the "Common Stock"). F1 · kind: On January 1, 2020, The Carlyle Group L.P., a Delaware limited partnership, converted into a Delaware corporation named The Carlyle Group Inc. (the "Conversion"). As a result of such conversion, each common unit of limited partner interest of The Carlyle Group L.P. converted into a share of common stock of The Carlyle Group Inc. (the "Common Stock"). F2 · kind: Pursuant to the terms of the Conversion, partnership units of Carlyle Holdings were exchanged for shares of Common Stock on a one-for-one basis. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:43 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 287 | $126.66 | $36,351.42 |
DisclosureSEC source: 0001144215-19-000127 · wf-form4_157299017496107.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,492 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). F2 · balance_after: The total direct shares owned includes 429 time-vesting restricted shares. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 11:40 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 269 | $135.01 | $36,317.69 |
DisclosureSEC source: 0001144215-19-000089 · wf-form4_156500518620892.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,205 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). Read SEC document |
| May 01, 2019 Filed May 1, 2019 19:43 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 249 | $145.89 | $36,326.61 |
DisclosureSEC source: 0001144215-19-000053 · wf-form4_155673978507418.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,936 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). Read SEC document |
| May 01, 2019 Filed May 3, 2019 21:08 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 5,854 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-012042 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,599 F1 · shares: These securities are deferred restricted common unit awards granted under The Carlyle Group L.P. 2012 Equity Incentive Plan. These securities will vest on May 1, 2020, subject to Mr. Hance's continued service to Carlyle Group Management L.L.C., the general partner of The Carlyle Group L.P., (or its affiliates) on such vesting date. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 20:54 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 347 | $118.91 | $41,261.77 |
DisclosureSEC source: 0001144215-19-000031 · wf-form4_154940002854901.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,687 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 21:08 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 429 | $0.00 | $0.00 |
DisclosureSEC source: 0001144215-19-000015 · wf-form4_154698170379863.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,340 F1 · shares: The shares being reported result from the award of restricted stock pursuant to the Amended and Restated Acuity Brands, Inc. 2012 Omnibus Stock Incentive Compensation Plan. The restricted stock vests in equal annual installments over a three-year period and will become fully vested on January 4, 2022. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 20:20 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 259 | $121.09 | $31,362.31 |
DisclosureSEC source: 0001144215-18-000120 · wf-form4_154119003793458.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,911 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 20:07 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 233 | $134.69 | $31,382.77 |
DisclosureSEC source: 0001144215-18-000096 · wf-form4_153324045815729.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,652 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). Read SEC document |
| May 01, 2018 Filed May 2, 2018 19:55 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 251 | $124.94 | $31,359.94 |
DisclosureSEC source: 0001144215-18-000056 · wf-form4_152529090286824.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,419 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). Read SEC document |
| May 01, 2018 Filed May 3, 2018 22:59 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 5,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-011384 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,745 F1 · shares: These securities are deferred restricted common unit awards granted under The Carlyle Group L.P. 2012 Equity Incentive Plan. These securities will vest on May 1, 2019, subject to Mr. Hance's continued service to Carlyle Group Management L.L.C., the general partner of The Carlyle Group L.P., (or its affiliates) on such vesting date. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 21:44 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 192 | $163.42 | $31,376.64 |
DisclosureSEC source: 0001144215-18-000027 · wf-form4_151760787368934.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,168 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:37 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 195 | $160.49 | $31,295.55 |
DisclosureSEC source: 0001144215-17-000116 · wf-form4_150974141859276.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,976 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 20:03 UTC | Parkway, Inc. PKY · Entity 172487 | Disposition to issuerCommon Stock | 18,145 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123292-17-001528 · edgar.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of June 29 2017, among by and among Parkway, Inc., a Maryland corporation, Parkway Properties LP, a Delaware limited partnership, Real Estate Houston US Trust ("Parent"), a Delaware statutory trust and wholly-owned subsidiary of Canada Pension Plan Investment Board, a Canadian Crown corporation ("CPPIB"), Real Estate Houston US LLC, a Delaware limited liability company and a wholly-owned subsidiary of Parent, and Real Estate Houston US LP, a Delaware limited partnership and an indirect wholly-owned subsidiary of Parent, in exchange for $19.05 in cash per share, without interest, less any applicable tax withholding. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 20:17 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 153 | $204.33 | $31,262.49 |
DisclosureSEC source: 0001144215-17-000087 · wf-form4_150170501486696.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,781 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). F2 · balance_after: The total direct shares owned includes 55 time-vesting restricted shares. Read SEC document |
| May 23, 2017 Filed May 25, 2017 20:35 UTC | Parkway, Inc. PKY · Entity 172487 | GrantCommon Stock | 6,425 | $0.00 | $0.00 |
DisclosureSEC source: 0001677761-17-000040 · edgar.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,982 F1 · shares: Annual retainer stock award pursuant to the Issuer's Independent Director Compensation Policy under the 2016 Omnibus Equity Incentive Plan. A portion of the stock award includes a grant in connection with the Reporting Person's initial appointment to the Issuer's Board of Directors. Read SEC document |
| May 23, 2017 Filed May 25, 2017 20:32 UTC | Parkway, Inc. PKY · Entity 172487 | GrantCommon Stock | 6,425 | $0.00 | $0.00 |
DisclosureSEC source: 0001677761-17-000038 · edgar.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,145 F1 · shares: Annual retainer stock award pursuant to the Issuer's Independent Director Compensation Policy under the 2016 Omnibus Equity Incentive Plan. A portion of the stock award includes a grant in connection with the Reporting Person's initial appointment to the Issuer's Board of Directors. Read SEC document |
| May 01, 2017 Filed May 2, 2017 21:35 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 177 | $177.15 | $31,355.55 |
DisclosureSEC source: 0001144215-17-000044 · wf-form4_149376091502177.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,628 F1 · shares: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). F2 · balance_after: The total direct shares owned includes 55 time-vesting restricted shares. Read SEC document |
| May 01, 2017 Filed May 3, 2017 21:04 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 5,634 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-011661 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,919 F1 · shares: These securities are deferred restricted common unit awards granted under The Carlyle Group L.P. 2012 Equity Incentive Plan. These securities will vest on May 1, 2018, subject to Mr. Hance's continued service to Carlyle Group Management L.L.C., the general partner of The Carlyle Group L.P., (or its affiliates) on such vesting date. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:05 UTC | FORD MOTOR CO F · Entity 1829 | GrantFord Stock Units · Derivative | 354 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017413 · doc4.xml · derivative · entry 2 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,873 Underlying: Common Stock, $0.01 par value · 354 shares Expires not disclosed F2 · derivative.exercise_price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · kind: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · derivative.exercise_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · derivative.expiration_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:05 UTC | FORD MOTOR CO F · Entity 1829 | GrantFord Stock Units · Derivative | 703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017413 · doc4.xml · derivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,375 Underlying: Common Stock, $0.01 par value · 703 shares Expires not disclosed F1 · derivative.exercise_price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · kind: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · derivative.exercise_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · derivative.expiration_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 21:47 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 151 | $207.60 | $31,347.60 |
DisclosureSEC source: 0001144215-17-000023 · wf-form4_148607203581906.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,451 F1 · security: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). F2 · balance_after: The total direct shares owned includes 55 time-vesting restricted shares. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 21:12 UTC | FORD MOTOR CO F · Entity 1829 | GrantFord Stock Units · Derivative | 268 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153334 · doc4.xml · derivative · entry 2 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,519 Underlying: Common Stock, $0.01 par value · 268 shares Expires not disclosed F2 · derivative.exercise_price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · kind: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · derivative.exercise_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · derivative.expiration_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 21:12 UTC | FORD MOTOR CO F · Entity 1829 | GrantFord Stock Units · Derivative | 530 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153334 · doc4.xml · derivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,671 Underlying: Common Stock, $0.01 par value · 530 shares Expires not disclosed F1 · derivative.exercise_price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · kind: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · derivative.exercise_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · derivative.expiration_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:20 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 137 | $229.26 | $31,408.62 |
DisclosureSEC source: 0001144215-16-000309 · wf-form4_147820439429270.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,300 F1 · security: The shares being reported result from a grant of shares pursuant to the 2011 Acuity Brands, Inc. Nonemployee Director Compensation Plan (Effective as of December 1, 2011, as amended effective December 1, 2012). F2 · balance_after: The total direct shares owned includes 55 time-vesting restricted shares. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 18:04 UTC | FORD MOTOR CO F · Entity 1829 | GrantFord Stock Units · Derivative | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-139986 · doc4.xml · derivative · entry 2 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,250 Underlying: Common Stock, $0.01 par value · 265 shares Expires not disclosed F2 · derivative.exercise_price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · kind: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · derivative.exercise_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. F2 · derivative.expiration_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 18:04 UTC | FORD MOTOR CO F · Entity 1829 | GrantFord Stock Units · Derivative | 521 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-139986 · doc4.xml · derivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,141 Underlying: Common Stock, $0.01 par value · 521 shares Expires not disclosed F1 · derivative.exercise_price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · kind: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · price: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · derivative.exercise_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. F1 · derivative.expiration_date: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. Read SEC document |
| May 18, 2011 Filed May 20, 2011 22:24 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 10,248.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-030166 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,946.143 F1 · kind: Restricted stock units granted under the Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 18, 2010 Filed May 20, 2010 21:24 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 9,282.672 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-029395 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,599.967 F1 · kind: Restricted stock units granted under the Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| August 01, 2009 Filed Aug 4, 2009 21:37 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 7,298.196 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-038896 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,298.196 F1 · kind: 3,649.196 deferred stock units and 3,649 shares of common stock acquired under the Morgan Stanley Directors' Equity Capital Accumulation Plan. Deferred stock units are convertible into shares of common stock at a ratio of 1 to 1. Read SEC document |
| February 01, 2005 Filed Feb 2, 2005 18:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 193,796 | $46.68 Strike: $34.44 | $9,046,397.28 |
DisclosureSEC source: 0000070858-05-000064 · doc4.xml · derivative · entry 9 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 193,796 shares Expires 2007-02-14 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 · derivative.exercise_date: These restricted stock units vested upon the reporting person's retirement from the Corporation. 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.