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 |
| EMERSON ELECTRIC COEMR · Entity 2942 | Director | February 07, 2017 | February 09, 2017 |
| FLUOR CORPFLR · Entity 3672 | Director | April 03, 2018 | April 04, 2018 |
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 |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,495 |
Reported balance
After 2009-04-29 transaction · row 1
1 source rowRow 1 · 2009-04-29 · Grant · Acquired 18,433 · Balance 29,495 F1: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 745 |
Reported balance
Holding disclosure · report date 2009-04-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 745 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 3,908 |
Reported balance
Holding disclosure · report date 2009-04-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,908 |
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.
EMERSON ELECTRIC CO
Report date February 07, 2017 · Filed February 09, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,033 |
Reported balance
After 2017-02-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-02-07 · Grant · Acquired 2,248 · Balance 39,033 F1: Grant to Reporting Person of 2,248 shares of restricted stock having a fair market value of $62.26 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2: Price is not applicable to acquisitions resulting from grants of restricted stock. F3: Includes 22 shares acquired under a dividend reinvestment plan since the Reporting Person's last Form 4 filing. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant to Reporting Person of 2,248 shares of restricted stock having a fair market value of $62.26 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d).
F2: Price is not applicable to acquisitions resulting from grants of restricted stock.
F3: Includes 22 shares acquired under a dividend reinvestment plan since the Reporting Person's last Form 4 filing.
FLUOR CORP
Report date April 03, 2018 · Filed April 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom stock unitsSEC Table II · derivative / convertible security | Direct | 17,324.9174 |
Reported balance
After 2018-04-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-04-03 · Grant · Acquired 63.3066 · Balance 17,324.9174 F1: Each phantom stock unit is the economic equivalent of one share of Fluor common stock. F2: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit is the economic equivalent of one share of Fluor common stock.
F2: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units.
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 |
|---|---|---|---|---|---|---|
| April 03, 2018 Filed Apr 4, 2018 19:29 UTC | FLUOR CORP FLR · Entity 3672 | GrantPhantom stock units · Derivative | 63.3066 | $57.26 | $3,624.94 |
DisclosureSEC source: 0001209191-18-023569 · doc4.xml · derivative · entry 1 PRUEHER JOSEPH W · CIK 0001182338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,324.9174 Underlying: Common Stock · 63.3066 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Fluor common stock. F2 · derivative.exercise_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. F2 · derivative.expiration_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 17:54 UTC | FLUOR CORP FLR · Entity 3672 | GrantPhantom Stock Units · Derivative | 67.9973 | $53.10 | $3,610.66 |
DisclosureSEC source: 0001209191-18-002352 · doc4.xml · derivative · entry 1 PRUEHER JOSEPH W · CIK 0001182338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,261.6107 Underlying: Common Stock · 67.9973 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Fluor common stock. F2 · derivative.exercise_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. F2 · derivative.expiration_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. Read SEC document |
| October 03, 2017 Filed Oct 4, 2017 20:44 UTC | FLUOR CORP FLR · Entity 3672 | GrantPhantom Stock Units · Derivative | 83.9298 | $42.81 | $3,593.03 |
DisclosureSEC source: 0001209191-17-055892 · doc4.xml · derivative · entry 1 PRUEHER JOSEPH W · CIK 0001182338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,193.6134 Underlying: Common Stock · 83.9298 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Fluor common stock. F2 · derivative.exercise_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. F2 · derivative.expiration_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. Read SEC document |
| July 05, 2017 Filed Jul 7, 2017 17:59 UTC | FLUOR CORP FLR · Entity 3672 | GrantPhantom Stock Units · Derivative | 77.3361 | $46.25 | $3,576.79 |
DisclosureSEC source: 0001209191-17-044329 · doc4.xml · derivative · entry 1 PRUEHER JOSEPH W · CIK 0001182338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,109.6836 Underlying: Common Stock · 77.3361 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Fluor common stock. F2 · derivative.exercise_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. F2 · derivative.expiration_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. Read SEC document |
| May 04, 2017 Filed May 8, 2017 20:36 UTC | FLUOR CORP FLR · Entity 3672 | GrantCommon Stock | 3,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030616 · doc4.xml · nonDerivative · entry 1 PRUEHER JOSEPH W · CIK 0001182338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,533.8294 F1 · shares: Granted as Restricted Stock Units which will vest on May 1, 2018. Read SEC document |
| April 04, 2017 Filed Apr 5, 2017 21:47 UTC | FLUOR CORP FLR · Entity 3672 | GrantPhantom stock units · Derivative | 68.5472 | $51.97 | $3,562.40 |
DisclosureSEC source: 0001209191-17-025803 · doc4.xml · derivative · entry 1 PRUEHER JOSEPH W · CIK 0001182338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,032.3476 Underlying: Common Stock · 68.5472 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Fluor common stock. F2 · derivative.exercise_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. F2 · derivative.expiration_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 20:36 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 2,248 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-17-000146 · edgar.xml · nonDerivative · entry 1 PRUEHER JOSEPH W · CIK 0001182338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,033 F1 · kind: Grant to Reporting Person of 2,248 shares of restricted stock having a fair market value of $62.26 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 2,248 shares of restricted stock having a fair market value of $62.26 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. F3 · balance_after: Includes 22 shares acquired under a dividend reinvestment plan since the Reporting Person's last Form 4 filing. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 16:34 UTC | FLUOR CORP FLR · Entity 3672 | GrantPhantom Stock Units · Derivative | 65.9215 | $53.83 | $3,548.55 |
DisclosureSEC source: 0001209191-17-002545 · doc4.xml · derivative · entry 1 PRUEHER JOSEPH W · CIK 0001182338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,963.8004 Underlying: Common Stock · 65.9215 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Fluor common stock. F2 · derivative.exercise_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. F2 · derivative.expiration_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. Read SEC document |
| October 04, 2016 Filed Oct 5, 2016 19:49 UTC | FLUOR CORP FLR · Entity 3672 | GrantPhantom Stock Units · Derivative | 70.185 | $50.35 | $3,533.81 |
DisclosureSEC source: 0001209191-16-144838 · doc4.xml · derivative · entry 1 PRUEHER JOSEPH W · CIK 0001182338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,897.8789 Underlying: Common Stock · 70.185 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Fluor common stock. F2 · derivative.exercise_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. F2 · derivative.expiration_date: These phantom units were acquired under the Fluor Corporation 409A Director Deferred Compensation Program (the "Program") through the crediting of dividends and are to be settled in cash. Distributions will be made, at the election of the reporting person, either (i) in the distribution year specified by the reporting person or (ii) upon the reporting person's termination of service as a director, death or disability, in a single lump sum payment or annual installment payments over a period of two to ten years. The reporting person may transfer the phantom units into an alternative investment at any time. However, unvested units granted as matching contributions under the Program shall be forfeited by the reporting person to the extent attributable to the transferred units. Read SEC document |
| April 29, 2009 Filed May 1, 2009 13:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 18,433 | $8.68 | $159,998.44 |
DisclosureSEC source: 0001225208-09-011141 · doc4.xml · nonDerivative · entry 1 PRUEHER JOSEPH W · CIK 0001182338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,495 F1 · shares: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| February 01, 2009 Filed Feb 2, 2009 14:59 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 6,062 | $6.58 | $39,887.96 |
DisclosureSEC source: 0001225208-09-002412 · doc4.xml · nonDerivative · entry 1 PRUEHER JOSEPH W · CIK 0001182338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,062 F1 · kind: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.