Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zoetis Inc.ZTS · Entity 679 | Executive Vice President | October 08, 2021 | October 12, 2021 |
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.
Zoetis Inc.
Report date October 08, 2021 · Filed October 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 242.6965 |
Reported balance
After 2021-10-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-10-08 · Grant · Acquired 93.2698 · Balance 242.6965 F1: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F2: Each phantom stock unit represents a fraction of a phantom share of Zoetis common stock, plus a small amount of cash-equivalent investments (the cash-equivalent investments typically represent around 5% of the total value of the phantom stock unit). Accordingly, the value of each phantom stock unit is determined by reference to the market value of Zoetis common stock and the value of the cash-equivalent investments. |
Filing footnotes · ownership attribution and instrument terms
F1: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time.
F2: Each phantom stock unit represents a fraction of a phantom share of Zoetis common stock, plus a small amount of cash-equivalent investments (the cash-equivalent investments typically represent around 5% of the total value of the phantom stock unit). Accordingly, the value of each phantom stock unit is determined by reference to the market value of Zoetis common stock and the value of the cash-equivalent investments.
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 |
|---|---|---|---|---|---|---|
| October 08, 2021 Filed Oct 12, 2021 16:23 UTC | Zoetis Inc. ZTS · Entity 679 | GrantPhantom Stock Unit · Derivative | 93.2698 | $61.34 | $5,721.17 |
DisclosureSEC source: 0001555280-21-000320 · wf-form4_163407021423557.xml · derivative · entry 1 Pudloski Sherry N · CIK 0001806929 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242.6965 Underlying: Common Stock · 28.9123 shares Expires not disclosed F1 · security: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F2 · derivative.exercise_price: Each phantom stock unit represents a fraction of a phantom share of Zoetis common stock, plus a small amount of cash-equivalent investments (the cash-equivalent investments typically represent around 5% of the total value of the phantom stock unit). Accordingly, the value of each phantom stock unit is determined by reference to the market value of Zoetis common stock and the value of the cash-equivalent investments. F1 · derivative.exercise_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F1 · derivative.expiration_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 18:15 UTC | Zoetis Inc. ZTS · Entity 679 | GrantPhantom Stock Unit · Derivative | 92.5905 | $61.79 | $5,721.17 |
DisclosureSEC source: 0001555280-21-000276 · wf-form4_162681929200982.xml · derivative · entry 1 Pudloski Sherry N · CIK 0001806929 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149.4267 Underlying: Common Stock · 28.6517 shares Expires not disclosed F1 · security: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F2 · derivative.exercise_price: Each phantom stock unit represents a fraction of a phantom share of Zoetis common stock, plus a small amount of cash-equivalent investments (the cash-equivalent investments typically represent around 5% of the total value of the phantom stock unit). Accordingly, the value of each phantom stock unit is determined by reference to the market value of Zoetis common stock and the value of the cash-equivalent investments. F1 · derivative.exercise_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F1 · derivative.expiration_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. Read SEC document |
| April 09, 2021 Filed Apr 13, 2021 17:15 UTC | Zoetis Inc. ZTS · Entity 679 | GrantPhantom Stock Unit · Derivative | 16.3626 | $49.95 | $817.31 |
DisclosureSEC source: 0001555280-21-000199 · wf-form4_161834852277131.xml · derivative · entry 1 Pudloski Sherry N · CIK 0001806929 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56.8362 Underlying: Common Stock · 5.113 shares Expires not disclosed F1 · security: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F2 · derivative.exercise_price: Each phantom stock unit represents a fraction of a phantom share of Zoetis common stock, plus a small amount of cash-equivalent investments (the cash-equivalent investments typically represent around 5% of the total value of the phantom stock unit). Accordingly, the value of each phantom stock unit is determined by reference to the market value of Zoetis common stock and the value of the cash-equivalent investments. F1 · derivative.exercise_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F1 · derivative.expiration_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 17:31 UTC | Zoetis Inc. ZTS · Entity 679 | GrantPhantom Stock Unit · Derivative | 40.4736 | $49.51 | $2,003.85 |
DisclosureSEC source: 0001555280-21-000184 · wf-form4_161722624936016.xml · derivative · entry 1 Pudloski Sherry N · CIK 0001806929 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40.4736 Underlying: Common Stock · 12.6514 shares Expires not disclosed F1 · security: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F2 · derivative.exercise_price: Each phantom stock unit represents a fraction of a phantom share of Zoetis common stock, plus a small amount of cash-equivalent investments (the cash-equivalent investments typically represent around 5% of the total value of the phantom stock unit). Accordingly, the value of each phantom stock unit is determined by reference to the market value of Zoetis common stock and the value of the cash-equivalent investments. F1 · derivative.exercise_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. F1 · derivative.expiration_date: These phantom stock units, which were acquired pursuant to the Zoetis Supplemental Savings Plan, are settled in cash following the reporting person's separation from service and may be transferred by the reporting person into an alternative investment fund at any time, provided Zoetis may limit the timing, frequency and permissibility of transfers from one investment fund to another at any time. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 18:20 UTC | Zoetis Inc. ZTS · Entity 679 | GrantStock Option · Derivative | 3,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001555280-21-000092 · wf-form4_161317201696276.xml · derivative · entry 2 Pudloski Sherry N · CIK 0001806929 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,353 Underlying: Common Stock · 3,305 shares Expires not disclosed F6 · security: Stock options (right to buy Zoetis Inc. common stock) granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan. The options vest on the third anniversary of the date of grant. F7 · derivative.exercise_price: 8,048 options granted March 31, 2020 at an exercise price of $117.69 per option; and 3,305 options granted February 10, 2021 at an exercise price of $160.62 per option. F8 · derivative.exercise_date: Each option vests on the third anniversary of the date of grant. F9 · derivative.expiration_date: Each option expires on the tenth anniversary of the date of grant. F7 · balance_after: 8,048 options granted March 31, 2020 at an exercise price of $117.69 per option; and 3,305 options granted February 10, 2021 at an exercise price of $160.62 per option. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 18:20 UTC | Zoetis Inc. ZTS · Entity 679 | GrantRestricted Stock Unit · Derivative | 778 | $0.00 | $0.00 |
DisclosureSEC source: 0001555280-21-000092 · wf-form4_161317201696276.xml · derivative · entry 1 Pudloski Sherry N · CIK 0001806929 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,914.0979 Underlying: Common Stock · 778 shares Expires not disclosed F1 · security: Represents restricted stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). Restricted stock units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. Dividend equivalent units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant of the underlying restricted stock units, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: Each RSU will vest and be settled in shares of Zoetis Inc. common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F4 · derivative.expiration_date: Not applicable. F5 · balance_after: The RSUs vest as follows: 2,136.0979 RSUs will vest on March 31, 2023; and 778 RSUs will vest on February 10, 2024. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 16:18 UTC | Zoetis Inc. ZTS · Entity 679 | GrantStock Option · Derivative | 8,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001555280-20-000148 · wf-form4_158585868418960.xml · derivative · entry 2 Pudloski Sherry N · CIK 0001806929 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,048 Underlying: Common Stock · 8,048 shares Expires not disclosed F6 · security: Stock options (right to buy Zoetis Inc. common stock) granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan. The options vest on the third anniversary of the date of grant. F7 · derivative.exercise_price: 8,048 options granted March 31, 2020 at an exercise price of $117.69 per option. F8 · derivative.exercise_date: Each option vests on the third anniversary of the date of grant. F9 · derivative.expiration_date: Each option expires on the tenth anniversary of the date of grant. F7 · balance_after: 8,048 options granted March 31, 2020 at an exercise price of $117.69 per option. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 16:18 UTC | Zoetis Inc. ZTS · Entity 679 | GrantRestricted Stock Unit · Derivative | 2,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001555280-20-000148 · wf-form4_158585868418960.xml · derivative · entry 1 Pudloski Sherry N · CIK 0001806929 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,124 Underlying: Common Stock · 2,124 shares Expires not disclosed F1 · security: Represents restricted stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). Restricted stock units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. Dividend equivalent units vest and are settled in shares of Zoetis common stock on the third anniversary of the date of grant of the underlying restricted stock units, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Zoetis Inc. common stock. F3 · derivative.exercise_date: Each RSU will vest and be settled in shares of Zoetis Inc. common stock on the third anniversary of the date of grant, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events. F4 · derivative.expiration_date: Not applicable. F5 · balance_after: The RSUs vest as follows: 2,124 RSUs will vest on March 31, 2023. 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.