Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHENANDOAH TELECOMMUNICATIONS CO/VA/SHEN · Entity 2567 | Executive VP & COO | July 02, 2021 | July 03, 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.
SHENANDOAH TELECOMMUNICATIONS CO/VA/
Report date July 02, 2021 · Filed July 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,372 |
Reported balance
After 2021-07-02 transaction · row 1
1 source rowRow 1 · 2021-07-02 · Grant · Acquired 1,372 · Balance 1,372 |
| Incentive Stock OpitonSEC Table II · derivative / convertible security · Conversion / exercise price $31.05 · Expires 2028-05-15 | Direct | 14,724 |
Reported balance
After 2021-07-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-02 · Other · Disposed 1,372 · Balance 14,724 F1: The option vests one-fifth on each the third, fourth, fifth, sixth and seventh anniversaries. The options (and shares issuable upon exercise of the option) are subject to cancellation and forfeiture in accordance with the Company's executive compensation recovery policy. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests one-fifth on each the third, fourth, fifth, sixth and seventh anniversaries. The options (and shares issuable upon exercise of the option) are subject to cancellation and forfeiture in accordance with the Company's executive compensation recovery policy.
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 |
|---|---|---|---|---|---|---|
| July 02, 2021 Filed Jul 3, 2021 01:21 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | OtherIncentive Stock Opiton · Derivative | 1,372 | $31.05 Strike: $31.05 | $42,600.60 |
DisclosureSEC source: 0001567619-21-012962 · doc1.xml · derivative · entry 2 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,724 Underlying: Common Stock · 1,372 shares Expires 2028-05-15 F1 · derivative.exercise_date: The option vests one-fifth on each the third, fourth, fifth, sixth and seventh anniversaries. The options (and shares issuable upon exercise of the option) are subject to cancellation and forfeiture in accordance with the Company's executive compensation recovery policy. Read SEC document |
| July 02, 2021 Filed Jul 3, 2021 01:21 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | GrantCommon Stock | 1,372 | $31.05 | $42,600.60 |
DisclosureSEC source: 0001567619-21-012962 · doc1.xml · nonDerivative · entry 1 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,372 Read SEC document |
| June 10, 2021 Filed Jun 11, 2021 16:00 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | SaleCommon Stock | 5,331 | $50.34 | $268,356.14 |
DisclosureSEC source: 0001567619-21-012011 · doc1.xml · nonDerivative · entry 1 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 17, 2021 Filed May 17, 2021 21:11 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | Disposition to issuerRestricted Stock Unit · Derivative | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-010562 · doc1.xml · derivative · entry 3 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,096 Underlying: Common Stock · 1,006 shares Expires 2022-05-15 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest one-fourth on each the first through fourth anniversaries of the grant subject to the continuous employment by the Company or one of its affiliates until the date of vesting. The restricted stock units are subject to forfeiture in accordance with the Company's executive compensation policy. Read SEC document |
| May 17, 2021 Filed May 17, 2021 21:11 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | Tax withholdingCommon Stock | 302 | $50.96 | $15,389.92 |
DisclosureSEC source: 0001567619-21-010562 · doc1.xml · nonDerivative · entry 2 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,331 Read SEC document |
| May 17, 2021 Filed May 17, 2021 21:11 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | GrantCommon Stock | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-010562 · doc1.xml · nonDerivative · entry 1 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,633 Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 16:35 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | Exercise / conversionRestricted Stock Unit · Derivative | 1,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004548 · doc1.xml · derivative · entry 4 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,102 Underlying: Common Stock · 1,682 shares Expires 2024-02-15 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The option vests one-fourth on each the first, second, third and fourth anniversary. The options (and shares issuable upon exercise of the option) are subject to cancellation and forfeiture in accordance with the Company's executive compensation recovery policy. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 16:35 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | Exercise / conversionRestricted Stock Unit · Derivative | 1,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004548 · doc1.xml · derivative · entry 3 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,784 Underlying: Common Stock · 1,588 shares Expires 2023-02-16 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The option vests one-fourth on each the first, second, third and fourth anniversary. The options (and shares issuable upon exercise of the option) are subject to cancellation and forfeiture in accordance with the Company's executive compensation recovery policy. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 16:35 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | Tax withholdingCommon Stock | 1,081 | $44.88 | $48,515.28 |
DisclosureSEC source: 0001567619-21-004548 · doc1.xml · nonDerivative · entry 2 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,627 Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 16:35 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | GrantCommon Stock | 3,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004548 · doc1.xml · nonDerivative · entry 1 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,708 Read SEC document |
| May 15, 2020 Filed May 15, 2020 19:29 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | Disposition to issuerRestricted Stock Unit · Derivative | 1,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-010451 · doc1.xml · derivative · entry 3 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,372 Underlying: Common Stock · 1,007 shares Expires 2022-05-15 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units will vest one-fourth on each of the first through fourth anniversaries of the grant subject to the continuous employment by the Company or one of its affiliates until the date of vesting. The restricted stock units are subject to forfeiture in accordance with the Company's executive compensation policy. Read SEC document |
| May 15, 2020 Filed May 15, 2020 19:29 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | Tax withholdingCommon Stock | 303 | $45.69 | $13,844.07 |
DisclosureSEC source: 0001567619-20-010451 · doc1.xml · nonDerivative · entry 2 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,438 Read SEC document |
| May 15, 2020 Filed May 15, 2020 19:29 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | GrantCommon Stock | 1,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-010451 · doc1.xml · nonDerivative · entry 1 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,741 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:48 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | GrantRestricted Stock Unit · Derivative | 6,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004995 · doc1.xml · derivative · entry 1 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,379 Underlying: Common Stock · 6,731 shares Expires 2024-02-15 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units will vest one-fourth on each of the first through fourth anniversaries of the grant subject to the continuous employment by the Company or one of its affiliates until the date of vesting. The restricted stock units are subject to forfeiture in accordance with the Company's executive compensation policy. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 22:49 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | Exercise / conversionRestricted Stock Unit · Derivative | 1,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004732 · doc1.xml · derivative · entry 3 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,648 Underlying: Common Stock · 1,588 shares Expires 2023-02-16 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units will vest one-fourth on each of the first through fourth anniversaries of the grant subject to the continuous employment by the Company or one of its affiliates until the date of vesting. The restricted stock units are subject to forfeiture in accordance with the Company's executive compensation policy. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 22:49 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | Tax withholdingCommon Stock | 558 | $49.43 | $27,581.94 |
DisclosureSEC source: 0001567619-20-004732 · doc1.xml · nonDerivative · entry 2 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,734 Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 22:49 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | GrantCommon Stock | 1,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004732 · doc1.xml · nonDerivative · entry 1 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,292 Read SEC document |
| May 15, 2019 Filed May 16, 2019 15:48 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | GrantRestricted Stock Unit · Derivative | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011388 · doc1.xml · derivative · entry 3 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,236 Underlying: Common Stock · 1,006 shares Expires 2022-05-15 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units will vest one-fourth on each of the first through fourth anniversaries of the grant subject to the continuous employment by the Company or one of its affiliates until the date of vesting. The restricted stock units are subject to forfeiture in accordance with the Company's executive compensation policy. Read SEC document |
| May 15, 2019 Filed May 16, 2019 15:48 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | Tax withholdingCommon Stock | 302 | $41.16 | $12,430.32 |
DisclosureSEC source: 0001567619-19-011388 · doc1.xml · nonDerivative · entry 2 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 704 Read SEC document |
| May 15, 2019 Filed May 16, 2019 15:48 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | GrantCommon Stock | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011388 · doc1.xml · nonDerivative · entry 1 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,006 Read SEC document |
| May 15, 2018 Filed May 16, 2018 18:13 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | GrantRstricted Stock Unit · Derivative | 4,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-024147 · doc1.xml · derivative · entry 2 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,890 Underlying: Common Stock · 4,026 shares Expires 2022-05-15 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The restricted stock unit will vest one-fourth on each of the first through fourth anniversaries of the grant subject to the continuous employment of the Company or one of its affiliates until the date of vesting. Vested shares will be delivered to the reporting person on the vesting date. The restricted stock units are subject to forfeiture in accordance with the Company's executive compensation recovery policy. Read SEC document |
| May 15, 2018 Filed May 16, 2018 18:13 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | GrantIncentive Stock Option · Derivative | 6,864 | $31.05 Strike: $31.05 | $213,127.20 |
DisclosureSEC source: 0001140361-18-024147 · doc1.xml · derivative · entry 1 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,864 Underlying: Common Stock · 6,864 shares Expires 2028-05-15 F1 · derivative.exercise_date: The option will vest one-fifth on each the third through seventh anniversaries. The option (and shares issuable upon exercise of the option) are subject to cancellation and forfeiture in accordance with the Company's executive compensation recovery policy. Read SEC document |
| February 26, 2016 Filed Feb 27, 2019 22:29 UTC | SHENANDOAH TELECOMMUNICATIONS CO/VA/ SHEN · Entity 2567 | GrantRestricted Stock Unit · Derivative | 6,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-005522 · doc1.xml · derivative · entry 1 Heimbach David L · CIK 0001592618 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,242 Underlying: Common Stock · 6,352 shares Expires 2023-02-16 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vests one-fourth on the third Thursday of each February beginning in 2020 subject to the continuous employment by the Company or one of its affiliates until the date of vesting. The restricted stock units are subject to forfeiture in accordance with the Company's executive compensation policy. 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.