Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | April 29, 2009 | May 01, 2009 |
| CVS HEALTH CorpCVS · Entity 2884 | Director · Non-Executive Chairman | April 03, 2011 | April 05, 2011 |
| FIVE BELOW, INCFIVE · Entity 3393 | Director | May 04, 2026 | May 06, 2026 |
| PJT Partners Inc.PJT · Entity 3655 | Director | September 16, 2026 | September 18, 2026 |
| YUM BRANDS INCYUM · Entity 3067 | Director | February 10, 2017 | February 13, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BANK OF AMERICA CORP /DE/
Report date April 29, 2009 · Filed May 01, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Unit PlanSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 27,616.64 |
Reported balance
After 2009-03-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2009-03-27 · Grant · Acquired 37.58 · Balance 27,616.64 F1: Reinvested Director Deferred Compensation and Stock Unit Plan dividend Equivalents. Director Deferred Compensation and Stock Unit Plan units may be settled in stock upon death or termination of service as a director. F2: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in stock on death or termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 31,130.07 |
Reported balance
After 2009-03-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2009-03-27 · Grant · Acquired 42.36 · Balance 31,130.07 F3: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F2: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in stock on death or termination of service as a director. F4: Phantom stock units may be settled in cash upon death or termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 49,563.25 |
Reported balance
After 2009-04-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2009-04-29 · Grant · Acquired 18,433.18 · Balance 49,563.25 F5: Stock units represent payment of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F4: Phantom stock units may be settled in cash upon death or termination of service as a director. |
| Common StockSEC Table I · non-derivative | Direct | 57,260 |
Reported balance
Holding disclosure · report date 2009-04-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 57,260 |
| Common StockSEC Table I · non-derivative | Indirectby Ryan Family Foundation | 1,175 |
Reported balance
Holding disclosure · report date 2009-04-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,175 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse Trust | 804 |
Reported balance
Holding disclosure · report date 2009-04-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 804 |
Filing footnotes · ownership attribution and instrument terms
F1: Reinvested Director Deferred Compensation and Stock Unit Plan dividend Equivalents. Director Deferred Compensation and Stock Unit Plan units may be settled in stock upon death or termination of service as a director.
F2: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in stock on death or termination of service as a director.
F3: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director.
F4: Phantom stock units may be settled in cash upon death or termination of service as a director.
F5: Stock units represent payment of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3.
CVS HEALTH Corp
Report date April 03, 2011 · Filed April 05, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust As Beneficiary | 505,743 |
Reported balance
After 2011-01-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2011-01-07 · Gift · Disposed 11,150 · Balance 505,743 |
| Common StockSEC Table I · non-derivative | Direct | 1,156,701.9341 |
Reported balance
After 2011-04-03 transaction · row 2
1 source rowRow 2 · 2011-04-03 · Tax withholding · Disposed 27,468 · Balance 1,156,701.9341 F1: Surrender of shares in payment of withholding taxes due. |
| Common StockSEC Table I · non-derivative | IndirectBy Foundation | 67,040 |
Reported balance
Holding disclosure · report date 2011-04-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 67,040 |
| Common Stock (restricted)SEC Table I · non-derivative | Direct | 481,337.4102 |
Reported balance
Holding disclosure · report date 2011-04-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 481,337.4102 |
| ESOP Common StockSEC Table I · non-derivative | IndirectBy ESOP | 8,322.4199 |
Reported balance
Holding disclosure · report date 2011-04-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 8,322.4199 |
| Stock UnitSEC Table I · non-derivative | Direct | 1,086,391.5831 |
Reported balance
Holding disclosure · report date 2011-04-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,086,391.5831 |
Filing footnotes · ownership attribution and instrument terms
F1: Surrender of shares in payment of withholding taxes due.
FIVE BELOW, INC
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 119,030 |
Reported balance
After 2026-05-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-04 · Grant · Acquired 96 · Balance 119,030 F1: The shares were issued to the reporting person pursuant to the Five Below, Inc. Compensation Policy for Non-Employee Directors in lieu of a quarterly retainer payment of $22,500.00, less applicable tax withholdings. F2: Includes shares held by the reporting person's revocable trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were issued to the reporting person pursuant to the Five Below, Inc. Compensation Policy for Non-Employee Directors in lieu of a quarterly retainer payment of $22,500.00, less applicable tax withholdings.
F2: Includes shares held by the reporting person's revocable trust.
PJT Partners Inc.
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,940 |
Reported balance
After 2026-09-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-16 · Grant · Acquired 19 · Balance 11,940 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock. F2: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.
F2: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.
YUM BRANDS INC
Report date February 10, 2017 · Filed February 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,749 |
Reported balance
After 2017-02-10 transaction · row 1
1 source rowRow 1 · 2017-02-10 · Grant · Acquired 3,749 · Balance 3,749 |
| Common StockSEC Table I · non-derivative | IndirectRyan Trust | 38,706 |
Reported balance
Holding disclosure · report date 2017-02-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 38,706 |
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 18, 2004 Filed May 19, 2004 22:15 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 72,900 | $40.10 | $2,923,290.00 |
DisclosureSEC source: 0001194416-04-000009 · c0001194416d20040519f4f.xml · nonDerivative · entry 5 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,127 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| May 18, 2004 Filed May 19, 2004 22:15 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 25,200 | $40.20 | $1,013,040.00 |
DisclosureSEC source: 0001194416-04-000009 · c0001194416d20040519f4f.xml · nonDerivative · entry 4 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,027 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| May 18, 2004 Filed May 19, 2004 22:15 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 28,030 | $40.25 | $1,128,207.50 |
DisclosureSEC source: 0001194416-04-000009 · c0001194416d20040519f4f.xml · nonDerivative · entry 3 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,227 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| May 18, 2004 Filed May 19, 2004 22:15 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 123,230 | $16.18 | $1,993,996.95 |
DisclosureSEC source: 0001194416-04-000009 · c0001194416d20040519f4f.xml · nonDerivative · entry 2 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,257 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 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| May 18, 2004 Filed May 19, 2004 22:15 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 2,900 | $16.72 | $48,494.67 |
DisclosureSEC source: 0001194416-04-000009 · c0001194416d20040519f4f.xml · nonDerivative · entry 1 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,027 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 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| May 18, 2004 Filed Jan 7, 2005 21:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 2,900 | $0.00 Strike: $16.72 | $0.00 |
DisclosureSEC source: 0001194405-05-000005 · c0001194416d20040519f4f.xml · derivative · entry 22 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,020 Underlying: Common Stock · 2,900 shares Expires 2006-04-14 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. Read SEC document |
| May 18, 2004 Filed Jan 7, 2005 21:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 123,230 | $0.00 Strike: $16.18 | $0.00 |
DisclosureSEC source: 0001194405-05-000005 · c0001194416d20040519f4f.xml · derivative · entry 21 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 123,230 shares Expires 2005-04-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 18, 2004 Filed Jan 7, 2005 21:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 72,900 | $40.10 | $2,923,290.00 |
DisclosureSEC source: 0001194405-05-000005 · c0001194416d20040519f4f.xml · nonDerivative · entry 5 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,127 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| May 18, 2004 Filed Jan 7, 2005 21:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 25,200 | $40.20 | $1,013,040.00 |
DisclosureSEC source: 0001194405-05-000005 · c0001194416d20040519f4f.xml · nonDerivative · entry 4 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,027 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| May 18, 2004 Filed Jan 7, 2005 21:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 28,030 | $40.25 | $1,128,207.50 |
DisclosureSEC source: 0001194405-05-000005 · c0001194416d20040519f4f.xml · nonDerivative · entry 3 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,227 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| May 18, 2004 Filed Jan 7, 2005 21:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 123,230 | $16.18 | $1,993,996.95 |
DisclosureSEC source: 0001194405-05-000005 · c0001194416d20040519f4f.xml · nonDerivative · entry 2 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,257 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 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| May 18, 2004 Filed Jan 7, 2005 21:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 2,900 | $16.72 | $48,494.67 |
DisclosureSEC source: 0001194405-05-000005 · c0001194416d20040519f4f.xml · nonDerivative · entry 1 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,027 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 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 15:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantDirector Stock Unit Plan · Derivative | 10,770.41 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000070858-04-000235 · doc4.xml · derivative · entry 4 RYAN THOMAS M · CIK 0001194416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,770.41 Underlying: Common Stock · 10,770.41 shares Expires not disclosed F3 · kind: Received in exchange for FleetBoston Financial Director Deferred Compensation and Stock Unit Plan units at the rate of .5553 Bank of America units for each FleetBoston unit in connection with the merger of FleetBoston into Bank of America Corporation on April 1, 2004. The closing price of FleetBoston common stock on the last day prior to the effective time of the merger was $44.90 per share. F3 · price: Received in exchange for FleetBoston Financial Director Deferred Compensation and Stock Unit Plan units at the rate of .5553 Bank of America units for each FleetBoston unit in connection with the merger of FleetBoston into Bank of America Corporation on April 1, 2004. The closing price of FleetBoston common stock on the last day prior to the effective time of the merger was $44.90 per share. F4 · derivative.exercise_date: Director deferral plan units may be settled in cash upon death or termination of service as a director. F4 · derivative.expiration_date: Director deferral plan units may be settled in cash upon death or termination of service as a director. Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 15:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 277 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-04-000235 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS M · CIK 0001194416 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 277 F1 · kind: Received in exchange for common stock of FleetBoston Financial at an exchange ratio of .5553 of a share of Bank of America common stock for each share of FleetBoston Financial common stock in connection with the merger of FleetBoston Financial into Bank of America on April 1, 2004. The closing price of FleetBoston Financial common stock on the last day prior to the effective time of the merger was $44.90 per share. F1 · price: Received in exchange for common stock of FleetBoston Financial at an exchange ratio of .5553 of a share of Bank of America common stock for each share of FleetBoston Financial common stock in connection with the merger of FleetBoston Financial into Bank of America on April 1, 2004. The closing price of FleetBoston Financial common stock on the last day prior to the effective time of the merger was $44.90 per share. Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 15:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 222 | $81.47 | $18,086.34 |
DisclosureSEC source: 0000070858-04-000235 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS M · CIK 0001194416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,568 F2 · kind: Shares represent payment of a portion of the annual retainer and an additional award of restricted shares under the Bank of Ameri ca Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 15:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 1,346 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-04-000235 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS M · CIK 0001194416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,346 F1 · kind: Received in exchange for common stock of FleetBoston Financial at an exchange ratio of .5553 of a share of Bank of America common stock for each share of FleetBoston Financial common stock in connection with the merger of FleetBoston Financial into Bank of America on April 1, 2004. The closing price of FleetBoston Financial common stock on the last day prior to the effective time of the merger was $44.90 per share. F1 · price: Received in exchange for common stock of FleetBoston Financial at an exchange ratio of .5553 of a share of Bank of America common stock for each share of FleetBoston Financial common stock in connection with the merger of FleetBoston Financial into Bank of America on April 1, 2004. The closing price of FleetBoston Financial common stock on the last day prior to the effective time of the merger was $44.90 per share. Read SEC document |
| April 01, 2004 Filed Feb 10, 2005 20:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | OtherCommon Stock | 124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-05-000096 · doc5.xml · nonDerivative · entry 1 RYAN THOMAS M · CIK 0001194416 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,260 F1 · kind: 124 shares were not included in the reporting person's Form 3 filed on April 1, 2004 reporting his initial holdings. F1 · price: 124 shares were not included in the reporting person's Form 3 filed on April 1, 2004 reporting his initial holdings. F2 · balance_after: The securities included in this report and future reports reflect the Company's 2 for 1 stock split on August 27, 2004. Read SEC document |
| February 16, 2004 Filed Feb 18, 2004 21:40 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 41,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001194413-04-000002 · c0001194416d20040218f4f.xml · nonDerivative · entry 4 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,428 Read SEC document |
| January 08, 2004 Filed Jan 12, 2004 20:10 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 200,000 | $0.00 Strike: $35.34 | $0.00 |
DisclosureSEC source: 0001194416-04-000001 · c0001194416d20040112f4f.xml · derivative · entry 7 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2011-01-08 F1 · derivative.exercise_date: Options become exercisable in three equal annual installments, commencing 01/08/2005. Read SEC document |
| January 08, 2004 Filed Jan 12, 2004 20:10 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001194416-04-000001 · c0001194416d20040112f4f.xml · nonDerivative · entry 1 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,208 Read SEC document |
| December 31, 2003 Filed Feb 10, 2004 16:05 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantPhantom Stock Credits · Derivative | 614 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001194405-04-000005 · c0001194416d20040210f5f.xml · derivative · entry 5 RYAN THOMAS M · CIK 0001194416 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614 Underlying: Common Stock · 614 shares Expires not disclosed F4 · derivative.exercise_price: Each share credit is equivalent to one share; 1-for-1 conversion. F5 · shares: Reflects 2002 and 2003 year end company match share credits of 33 and 581, respectively, under a non-qualified deferred compensation plan; share credits are payable in cash only, at such time as has been elected by the reporting person. F5 · derivative.exercise_date: Reflects 2002 and 2003 year end company match share credits of 33 and 581, respectively, under a non-qualified deferred compensation plan; share credits are payable in cash only, at such time as has been elected by the reporting person. F5 · derivative.expiration_date: Reflects 2002 and 2003 year end company match share credits of 33 and 581, respectively, under a non-qualified deferred compensation plan; share credits are payable in cash only, at such time as has been elected by the reporting person. 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.