Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HOME DEPOT, INC.HD · Entity 2816 | EVP - Chief Info. Officer | March 19, 2008 | March 21, 2008 |
| NCR Voyix CorpNCR · Entity 293 | Director | March 31, 2020 | April 02, 2020 |
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.
HOME DEPOT, INC.
Report date March 19, 2008 · Filed March 21, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $.05 Common StockSEC Table I · non-derivative | Direct | 405,486.4827 |
Reported balance
After 2008-03-19 transaction · row 1
1 source rowRow 1 · 2008-03-19 · Tax withholding · Disposed 4,868 · Balance 405,486.4827 |
NCR Voyix Corp
Report date March 31, 2020 · Filed April 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,342 |
Reported balance
After 2020-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-31 · Grant · Acquired 1,342 · Balance 1,342 F1: These are stock units acquired under the NCR Director Compensation Program (the "Compensation Program") as part of the reporting person's annual retainer, which is paid quarterly. The reporting person elected to defer receipt of the annual retainer in accordance with the terms of the Compensation Program. F2: The phantom stock units are converted into common stock on a one-for-one basis. F3: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: These are stock units acquired under the NCR Director Compensation Program (the "Compensation Program") as part of the reporting person's annual retainer, which is paid quarterly. The reporting person elected to defer receipt of the annual retainer in accordance with the terms of the Compensation Program.
F2: The phantom stock units are converted into common stock on a one-for-one basis.
F3: The phantom stock units become payable in common stock following the reporting person's termination of service as a director.
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 |
|---|---|---|---|---|---|---|
| March 24, 2005 Filed Jul 6, 2005 21:21 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 2.1734 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-035760 · doc4.xml · nonDerivative · entry 1 DERODES ROBERT P · CIK 0001199833 · EVP - Chief Info. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,684.5292 F1 · shares: Acquired pursuant to quarterly dividend. Read SEC document |
| March 23, 2005 Filed Mar 25, 2005 20:44 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 60,000 | $0.00 Strike: $37.70 | $0.00 |
DisclosureSEC source: 0001209191-05-017582 · doc4.xml · derivative · entry 2 DERODES ROBERT P · CIK 0001199833 · EVP - Chief Info. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 60,000 shares Expires 2015-03-22 F2 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. Read SEC document |
| March 23, 2005 Filed Mar 25, 2005 20:44 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-017582 · doc4.xml · nonDerivative · entry 1 DERODES ROBERT P · CIK 0001199833 · EVP - Chief Info. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,682.3558 F1 · acquired: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest 100% on the 5th anniversary of the grant date. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 22:21 UTC | HOME DEPOT, INC. HD · Entity 2816 | Tax withholding$.05 Common Stock | 3,245 | $40.05 | $129,962.25 |
DisclosureSEC source: 0001209191-05-013640 · doc4.xml · nonDerivative · entry 1 DERODES ROBERT P · CIK 0001199833 · EVP - Chief Info. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,682.3558 Read SEC document |
| August 06, 2004 Filed Aug 10, 2004 21:14 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-040200 · doc4.xml · nonDerivative · entry 1 DERODES ROBERT P · CIK 0001199833 · EVP - Chief Info. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,567.0551 F1 · acquired: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest in increments of 25% on the 3rd and 6th anniversaries of the grant date and the remaining 50% at age 62. Read SEC document |
| March 17, 2004 Filed Mar 19, 2004 22:20 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 50,000 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-04-016748 · doc4.xml · derivative · entry 3 DERODES ROBERT P · CIK 0001199833 · EVP - Chief Info. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2014-03-16 F3 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. Read SEC document |
| March 17, 2004 Filed Mar 19, 2004 22:20 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-016748 · doc4.xml · nonDerivative · entry 1 DERODES ROBERT P · CIK 0001199833 · EVP - Chief Info. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,726.6426 F1 · acquired: Shares of restricted stock granted under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan. Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 20:37 UTC | HOME DEPOT, INC. HD · Entity 2816 | Tax withholding$.05 Common Stock | 7,750 | $36.84 | $285,510.00 |
DisclosureSEC source: 0001209191-04-013978 · doc4.xml · nonDerivative · entry 1 DERODES ROBERT P · CIK 0001199833 · EVP - Chief Info. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,726.6426 Read SEC document |
| January 31, 2004 Filed Feb 3, 2004 22:46 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantRestoration Plan Stock Units · Derivative | 942.662 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-006529 · doc4.xml · derivative · entry 3 DERODES ROBERT P · CIK 0001199833 · EVP - Chief Info. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 942.662 Underlying: Common Stock · 942.662 shares Expires not disclosed F4 · derivative.exercise_price: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F4 · derivative.exercise_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F4 · derivative.expiration_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. Read SEC document |
| September 03, 2003 Filed Sep 5, 2003 16:04 UTC | HOME DEPOT, INC. hd · Entity 2816 | Tax withholding.05 Common Stock | 5,802 | $32.79 | $190,247.58 |
DisclosureSEC source: 0001209191-03-020371 · doc4.xml · nonDerivative · entry 1 DERODES ROBERT P · CIK 0001199833 · EVP - Chief Info. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,563.0438 Read SEC document |
| August 21, 2003 Filed Aug 25, 2003 21:44 UTC | HOME DEPOT, INC. hd · Entity 2816 | Grant.05 Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-018861 · doc4.xml · nonDerivative · entry 1 DERODES ROBERT P · CIK 0001199833 · EVP - Chief Info. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,365.0438 F1 · acquired: Shares of restricted stock granted under the 1997 Omnibus Stock Incentive Plan in a transaction exempt pursuant to Rule 16b-3(d). F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. F3 · balance_after: Includes 279.3956 shares acquired under The Home Depot, Inc. Employee Stock Purchase Plan. 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.