Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGREE REALTY CORPADC · Entity 329 | CFO, EVP & Secretary | March 02, 2021 | March 03, 2021 |
| TAUBMAN CENTERS INCTCO · Entity 144281 | EVP, CFO and Treasurer | December 29, 2020 | December 31, 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.
AGREE REALTY CORP
Report date March 02, 2021 · Filed March 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 17,529 |
Reported balance
After 2021-03-02 transaction · row 1
1 source rowRow 1 · 2021-03-02 · Purchase · Acquired 2,000 · Balance 17,529 F1: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $63.69 to $63.76, inclusive. The reporting person undertakes to provide Agree Realty Corporation, any security holder of Agree Realty Corporation, or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $63.69 to $63.76, inclusive. The reporting person undertakes to provide Agree Realty Corporation, any security holder of Agree Realty Corporation, or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.
TAUBMAN CENTERS INC
Report date December 29, 2020 · Filed December 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-29 transaction · row 1
1 source rowRow 1 · 2020-12-29 · Disposition to issuer · Disposed 21,932 · Balance 0 F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc. (Simon), and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration). |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 0 |
Reported balance
After 2020-12-29 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-12-29 · Disposition to issuer · Disposed 20 · Balance 0 F2: Represents shares of the Taubman's common stock on an as-converted basis held through a stock fund of Taubman's 401(k) plan. F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc. (Simon), and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-12-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-12-29 · Disposition to issuer · Disposed 18,399 · Balance 0 F3: Each restricted stock unit (RSU) represents a contingent right to receive upon vesting one share of Taubman common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each RSU granted to the reporting person under this award. Pursuant to the Merger Agreement, at the effective time of the mergers, each unvested RSU and corresponding dividend equivalent right was converted into a cash substitute award to be paid on the same vesting schedule that applied to the original RSU award. |
| Series B Preferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-12-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-12-29 · Disposition to issuer · Disposed 21,967 · Balance 0 F4: Pursuant to the Merger Agreement, at the effective time of the mergers, each share of Series B Non-Participating Convertible Preferred Stock was converted into the right to receive an amount in cash equal to the Common Stock Merger Consideration, divided by 14,000. |
| Relative TSR Performance-based TRG Profits UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,747 |
Reported balance
After 2020-12-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-12-29 · Grant · Acquired 5,747 · Balance 5,747 F5: Pursuant to the Merger Agreement, Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (Profits Units) which by their terms were eligible to become vested were automatically vested (with any performance-based vesting based on the greater of the average of actual performance achievement, as of the closing of the mergers, of the two performance metrics applicable to such grant, and target performance). As of the closing date of the mergers, vesting was based on target performance as it was greater. The tax-driven requirements for conversion were previously satisfied. |
| Relative TSR Performance-based TRG Profits UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-12-29 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2020-12-29 · Conversion · Disposed 5,747 · Balance 0 F7: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). |
| NOI Performance-based TRG Profits UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,747 |
Reported balance
After 2020-12-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-12-29 · Grant · Acquired 5,747 · Balance 5,747 F5: Pursuant to the Merger Agreement, Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (Profits Units) which by their terms were eligible to become vested were automatically vested (with any performance-based vesting based on the greater of the average of actual performance achievement, as of the closing of the mergers, of the two performance metrics applicable to such grant, and target performance). As of the closing date of the mergers, vesting was based on target performance as it was greater. The tax-driven requirements for conversion were previously satisfied. |
| NOI Performance-based TRG Profits UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-12-29 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2020-12-29 · Conversion · Disposed 5,747 · Balance 0 F7: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). |
| Restricted TRG Profits UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,819 |
Reported balance
After 2020-12-29 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-12-29 · Disposition to issuer · Disposed 335 · Balance 7,819 F6: Each Restricted TRG Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) upon vesting and the satisfaction of certain tax-driven requirements. A portion of the initial Restricted TRG Profits Units award represented estimated cash distributions to be paid during the vesting period. Pursuant to the Merger Agreement, the Restricted TRG Profits Units automatically vested as of the effective time of the merger, and the adjustment shown reflects the reduction in Restricted TRG Profits Units outstanding as a result of the actual cash distributions made during the vesting period. |
| Restricted TRG Profits UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-12-29 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-12-29 · Conversion · Disposed 7,819 · Balance 0 F7: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). |
| Units of Limited PartnershipSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 29,786 |
Reported balance
After 2020-12-29 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2020-12-29 · Conversion · Acquired 7,819 · Balance 29,786 F7: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F8: Not applicable. |
| Units of Limited PartnershipSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 35,533 |
Reported balance
After 2020-12-29 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2020-12-29 · Conversion · Acquired 5,747 · Balance 35,533 F7: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F8: Not applicable. |
| Units of Limited PartnershipSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 41,280 |
Reported balance
After 2020-12-29 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2020-12-29 · Conversion · Acquired 5,747 · Balance 41,280 F7: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F8: Not applicable. |
| Units of Limited PartnershipSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-12-29 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2020-12-29 · Disposition to issuer · Disposed 41,280 · Balance 0 F9: Pursuant to the Merger Agreement, at the effective time of the mergers, Units of Limited Partnership were converted, at the election of the holder, into (i) the Common Stock Merger Consideration or (ii) 0.5703 limited partnership units in Simon Property Group, L.P., a Delaware limited partnership. The reporting person elected to receive limited partnership units in Simon Property Group, L.P. F8: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc. (Simon), and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration).
F2: Represents shares of the Taubman's common stock on an as-converted basis held through a stock fund of Taubman's 401(k) plan.
F3: Each restricted stock unit (RSU) represents a contingent right to receive upon vesting one share of Taubman common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each RSU granted to the reporting person under this award. Pursuant to the Merger Agreement, at the effective time of the mergers, each unvested RSU and corresponding dividend equivalent right was converted into a cash substitute award to be paid on the same vesting schedule that applied to the original RSU award.
F4: Pursuant to the Merger Agreement, at the effective time of the mergers, each share of Series B Non-Participating Convertible Preferred Stock was converted into the right to receive an amount in cash equal to the Common Stock Merger Consideration, divided by 14,000.
F5: Pursuant to the Merger Agreement, Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (Profits Units) which by their terms were eligible to become vested were automatically vested (with any performance-based vesting based on the greater of the average of actual performance achievement, as of the closing of the mergers, of the two performance metrics applicable to such grant, and target performance). As of the closing date of the mergers, vesting was based on target performance as it was greater. The tax-driven requirements for conversion were previously satisfied.
F6: Each Restricted TRG Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) upon vesting and the satisfaction of certain tax-driven requirements. A portion of the initial Restricted TRG Profits Units award represented estimated cash distributions to be paid during the vesting period. Pursuant to the Merger Agreement, the Restricted TRG Profits Units automatically vested as of the effective time of the merger, and the adjustment shown reflects the reduction in Restricted TRG Profits Units outstanding as a result of the actual cash distributions made during the vesting period.
F7: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership).
F8: Not applicable.
F9: Pursuant to the Merger Agreement, at the effective time of the mergers, Units of Limited Partnership were converted, at the election of the holder, into (i) the Common Stock Merger Consideration or (ii) 0.5703 limited partnership units in Simon Property Group, L.P., a Delaware limited partnership. The reporting person elected to receive limited partnership units in Simon Property Group, L.P.
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 02, 2021 Filed Mar 3, 2021 13:59 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 2,000 | $63.75 | $127,500.00 |
DisclosureSEC source: 0001638599-21-000295 · doc4_7129.xml · nonDerivative · entry 1 Leopold Simon · CIK 0001662053 · CFO, EVP & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,529 F1 · shares: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $63.69 to $63.76, inclusive. The reporting person undertakes to provide Agree Realty Corporation, any security holder of Agree Realty Corporation, or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| February 23, 2021 Filed Feb 24, 2021 21:09 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 929 | $64.56 | $59,976.24 |
DisclosureSEC source: 0001638599-21-000238 · doc4_7088.xml · nonDerivative · entry 2 Leopold Simon · CIK 0001662053 · CFO, EVP & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,461 F2 · shares: The reporting person elected to receive shares of common stock in lieu of the annual fee for serving on the Board of Directors of Agree Realty Corporation in 2020. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:32 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 10,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-21-000259 · doc4_7108.xml · nonDerivative · entry 1 Leopold Simon · CIK 0001662053 · CFO, EVP & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,529 F1 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 2,014, 2,014, 2,014, 2,013 and 2,013 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2022, February 23, 2023, February 23, 2024, February 23, 2025 and February 23, 2026, respectively. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 21:09 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 270 | $63.24 | $17,074.80 |
DisclosureSEC source: 0001638599-21-000238 · doc4_7088.xml · nonDerivative · entry 1 Leopold Simon · CIK 0001662053 · CFO, EVP & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,532 F1 · shares: The reporting person elected to receive shares of common stock in lieu of the prorated annual fee for serving on the Board of Directors of Agree Realty Corporation in 2021. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Disposition to issuerUnits of Limited Partnership · Derivative | 41,280 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 14 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,280 shares Expires not disclosed F9 · price: Pursuant to the Merger Agreement, at the effective time of the mergers, Units of Limited Partnership were converted, at the election of the holder, into (i) the Common Stock Merger Consideration or (ii) 0.5703 limited partnership units in Simon Property Group, L.P., a Delaware limited partnership. The reporting person elected to receive limited partnership units in Simon Property Group, L.P. F9 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the mergers, Units of Limited Partnership were converted, at the election of the holder, into (i) the Common Stock Merger Consideration or (ii) 0.5703 limited partnership units in Simon Property Group, L.P., a Delaware limited partnership. The reporting person elected to receive limited partnership units in Simon Property Group, L.P. F8 · derivative.expiration_date: Not applicable. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionUnits of Limited Partnership · Derivative | 5,747 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 13 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,280 Underlying: Common Stock · 5,747 shares Expires not disclosed 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. F7 · price: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F7 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F8 · derivative.expiration_date: Not applicable. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionUnits of Limited Partnership · Derivative | 5,747 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 12 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,533 Underlying: Common Stock · 5,747 shares Expires not disclosed 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. F7 · price: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F7 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F8 · derivative.expiration_date: Not applicable. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionUnits of Limited Partnership · Derivative | 7,819 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 11 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,786 Underlying: Common Stock · 7,819 shares Expires not disclosed 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. F7 · price: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F7 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F8 · derivative.expiration_date: Not applicable. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionNOI Performance-based TRG Profits Units · Derivative | 5,747 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 10 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,747 shares Expires not disclosed 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. F7 · price: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F7 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F7 · derivative.expiration_date: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionRelative TSR Performance-based TRG Profits Units · Derivative | 5,747 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 9 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,747 shares Expires not disclosed 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. F7 · price: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F7 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F7 · derivative.expiration_date: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionRestricted TRG Profits Units · Derivative | 7,819 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 8 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,819 shares Expires not disclosed 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. F7 · price: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F7 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). F7 · derivative.expiration_date: Pursuant to the Merger Agreement, at the effective time of the mergers, vested Profits Units converted to units of limited partnership interest in TRG (Units of Limited Partnership). Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Disposition to issuerRestricted TRG Profits Units · Derivative | 335 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 7 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,819 Underlying: Common Stock · 335 shares Expires not disclosed F6 · price: Each Restricted TRG Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) upon vesting and the satisfaction of certain tax-driven requirements. A portion of the initial Restricted TRG Profits Units award represented estimated cash distributions to be paid during the vesting period. Pursuant to the Merger Agreement, the Restricted TRG Profits Units automatically vested as of the effective time of the merger, and the adjustment shown reflects the reduction in Restricted TRG Profits Units outstanding as a result of the actual cash distributions made during the vesting period. F6 · derivative.exercise_date: Each Restricted TRG Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) upon vesting and the satisfaction of certain tax-driven requirements. A portion of the initial Restricted TRG Profits Units award represented estimated cash distributions to be paid during the vesting period. Pursuant to the Merger Agreement, the Restricted TRG Profits Units automatically vested as of the effective time of the merger, and the adjustment shown reflects the reduction in Restricted TRG Profits Units outstanding as a result of the actual cash distributions made during the vesting period. F6 · derivative.expiration_date: Each Restricted TRG Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) upon vesting and the satisfaction of certain tax-driven requirements. A portion of the initial Restricted TRG Profits Units award represented estimated cash distributions to be paid during the vesting period. Pursuant to the Merger Agreement, the Restricted TRG Profits Units automatically vested as of the effective time of the merger, and the adjustment shown reflects the reduction in Restricted TRG Profits Units outstanding as a result of the actual cash distributions made during the vesting period. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantNOI Performance-based TRG Profits Units · Derivative | 5,747 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 6 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,747 Underlying: Common Stock · 5,747 shares Expires not disclosed F5 · price: Pursuant to the Merger Agreement, Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (Profits Units) which by their terms were eligible to become vested were automatically vested (with any performance-based vesting based on the greater of the average of actual performance achievement, as of the closing of the mergers, of the two performance metrics applicable to such grant, and target performance). As of the closing date of the mergers, vesting was based on target performance as it was greater. The tax-driven requirements for conversion were previously satisfied. F5 · derivative.exercise_date: Pursuant to the Merger Agreement, Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (Profits Units) which by their terms were eligible to become vested were automatically vested (with any performance-based vesting based on the greater of the average of actual performance achievement, as of the closing of the mergers, of the two performance metrics applicable to such grant, and target performance). As of the closing date of the mergers, vesting was based on target performance as it was greater. The tax-driven requirements for conversion were previously satisfied. F5 · derivative.expiration_date: Pursuant to the Merger Agreement, Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (Profits Units) which by their terms were eligible to become vested were automatically vested (with any performance-based vesting based on the greater of the average of actual performance achievement, as of the closing of the mergers, of the two performance metrics applicable to such grant, and target performance). As of the closing date of the mergers, vesting was based on target performance as it was greater. The tax-driven requirements for conversion were previously satisfied. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantRelative TSR Performance-based TRG Profits Units · Derivative | 5,747 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 5 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,747 Underlying: Common Stock · 5,747 shares Expires not disclosed F5 · price: Pursuant to the Merger Agreement, Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (Profits Units) which by their terms were eligible to become vested were automatically vested (with any performance-based vesting based on the greater of the average of actual performance achievement, as of the closing of the mergers, of the two performance metrics applicable to such grant, and target performance). As of the closing date of the mergers, vesting was based on target performance as it was greater. The tax-driven requirements for conversion were previously satisfied. F5 · derivative.exercise_date: Pursuant to the Merger Agreement, Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (Profits Units) which by their terms were eligible to become vested were automatically vested (with any performance-based vesting based on the greater of the average of actual performance achievement, as of the closing of the mergers, of the two performance metrics applicable to such grant, and target performance). As of the closing date of the mergers, vesting was based on target performance as it was greater. The tax-driven requirements for conversion were previously satisfied. F5 · derivative.expiration_date: Pursuant to the Merger Agreement, Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (Profits Units) which by their terms were eligible to become vested were automatically vested (with any performance-based vesting based on the greater of the average of actual performance achievement, as of the closing of the mergers, of the two performance metrics applicable to such grant, and target performance). As of the closing date of the mergers, vesting was based on target performance as it was greater. The tax-driven requirements for conversion were previously satisfied. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Disposition to issuerSeries B Preferred Stock · Derivative | 21,967 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 4 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,967 shares Expires not disclosed F4 · price: Pursuant to the Merger Agreement, at the effective time of the mergers, each share of Series B Non-Participating Convertible Preferred Stock was converted into the right to receive an amount in cash equal to the Common Stock Merger Consideration, divided by 14,000. F4 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the mergers, each share of Series B Non-Participating Convertible Preferred Stock was converted into the right to receive an amount in cash equal to the Common Stock Merger Consideration, divided by 14,000. F4 · derivative.expiration_date: Pursuant to the Merger Agreement, at the effective time of the mergers, each share of Series B Non-Participating Convertible Preferred Stock was converted into the right to receive an amount in cash equal to the Common Stock Merger Consideration, divided by 14,000. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Disposition to issuerRestricted Stock Units · Derivative | 18,399 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · derivative · entry 3 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,399 shares Expires not disclosed F3 · price: Each restricted stock unit (RSU) represents a contingent right to receive upon vesting one share of Taubman common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each RSU granted to the reporting person under this award. Pursuant to the Merger Agreement, at the effective time of the mergers, each unvested RSU and corresponding dividend equivalent right was converted into a cash substitute award to be paid on the same vesting schedule that applied to the original RSU award. F3 · derivative.exercise_date: Each restricted stock unit (RSU) represents a contingent right to receive upon vesting one share of Taubman common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each RSU granted to the reporting person under this award. Pursuant to the Merger Agreement, at the effective time of the mergers, each unvested RSU and corresponding dividend equivalent right was converted into a cash substitute award to be paid on the same vesting schedule that applied to the original RSU award. F3 · derivative.expiration_date: Each restricted stock unit (RSU) represents a contingent right to receive upon vesting one share of Taubman common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each RSU granted to the reporting person under this award. Pursuant to the Merger Agreement, at the effective time of the mergers, each unvested RSU and corresponding dividend equivalent right was converted into a cash substitute award to be paid on the same vesting schedule that applied to the original RSU award. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Disposition to issuerCommon Stock | 20 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · nonDerivative · entry 2 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) plan Disclosed balance after: 0 F2 · shares: Represents shares of the Taubman's common stock on an as-converted basis held through a stock fund of Taubman's 401(k) plan. F1 · price: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc. (Simon), and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration). Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 10:25 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Disposition to issuerCommon Stock | 21,932 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000890319-20-000141 · wf-form4_160942830419323.xml · nonDerivative · entry 1 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of November 14, 2020, by and among Taubman Centers, Inc. (Taubman), Simon Property Group, Inc. (Simon), and certain other parties thereto (the Merger Agreement), at the effective time of the mergers, each outstanding share of common stock of Taubman was cancelled and converted into the right to receive $43.00 in cash (the Common Stock Merger Consideration). Read SEC document |
| May 14, 2020 Filed May 18, 2020 12:00 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 1,500 | $55.25 | $82,875.00 |
DisclosureSEC source: 0001638599-20-000495 · doc4_6690.xml · nonDerivative · entry 1 Leopold Simon · CIK 0001662053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,262 Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 11:09 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantRestricted Stock Units · Derivative | 10,276 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000034 · wf-form4_158506257146572.xml · derivative · entry 1 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,276 Underlying: Common Stock · 10,276 shares Expires not disclosed F1 · security: Restricted stock units were granted to the reporting person pursuant to The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. Each restricted stock unit represents a contingent right to receive upon vesting one share of the Company's common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each restricted stock unit granted to the reporting person under this award. F2 · derivative.exercise_date: The restricted stock units vest on March 1, 2023. F2 · derivative.expiration_date: The restricted stock units vest on March 1, 2023. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 11:37 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionUnits of Limited Partnership · Derivative | 2,260 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000029 · wf-form4_158402741380999.xml · derivative · entry 6 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,967 Underlying: Common Stock · 2,260 shares Expires not disclosed 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. F3 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F6 · security: To avoid duplication, excludes the same number of Series B Preferred Stock held by such persons, which under specified circumstances can be converted into common stock of TCO at a ratio of one share of common stock for each 14,000 shares of Series B Preferred Stock. F9 · kind: The maximum number of TSR Profits Units were issued at grant (300% of the target grant amount), and were subject to a recovery and cancellation of previously granted amounts depending on actual performance against TSR measures over the three-year performance measurement period. A portion of the initial TSR Profits Units award represented estimated cash distributions to be paid during the vesting period. The TSR Profits Units vested on March 1, 2020 with a payout ratio of 17%, which was certified by TCO's Compensation Committee on March 11, 2020 and also reflects the reductions in TSR Profits Units outstanding as a result of the actual cash distributions made during the vesting period. The TSR Profits Units converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee as the tax-driven requirements for conversion were satisfied previously. F3 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F7 · derivative.expiration_date: Not applicable. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 11:37 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionRelative TSR Performance-based TRG Profits Units · Derivative | 2,260 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000029 · wf-form4_158402741380999.xml · derivative · entry 5 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,260 shares Expires not disclosed 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 · security: Restricted TRG Profits Units and Relative TSR Performance-based TRG Profits Units (collectively, "Profits Units") were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan, as amended. F3 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F9 · security: The maximum number of TSR Profits Units were issued at grant (300% of the target grant amount), and were subject to a recovery and cancellation of previously granted amounts depending on actual performance against TSR measures over the three-year performance measurement period. A portion of the initial TSR Profits Units award represented estimated cash distributions to be paid during the vesting period. The TSR Profits Units vested on March 1, 2020 with a payout ratio of 17%, which was certified by TCO's Compensation Committee on March 11, 2020 and also reflects the reductions in TSR Profits Units outstanding as a result of the actual cash distributions made during the vesting period. The TSR Profits Units converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee as the tax-driven requirements for conversion were satisfied previously. F3 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F9 · derivative.exercise_date: The maximum number of TSR Profits Units were issued at grant (300% of the target grant amount), and were subject to a recovery and cancellation of previously granted amounts depending on actual performance against TSR measures over the three-year performance measurement period. A portion of the initial TSR Profits Units award represented estimated cash distributions to be paid during the vesting period. The TSR Profits Units vested on March 1, 2020 with a payout ratio of 17%, which was certified by TCO's Compensation Committee on March 11, 2020 and also reflects the reductions in TSR Profits Units outstanding as a result of the actual cash distributions made during the vesting period. The TSR Profits Units converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee as the tax-driven requirements for conversion were satisfied previously. F9 · derivative.expiration_date: The maximum number of TSR Profits Units were issued at grant (300% of the target grant amount), and were subject to a recovery and cancellation of previously granted amounts depending on actual performance against TSR measures over the three-year performance measurement period. A portion of the initial TSR Profits Units award represented estimated cash distributions to be paid during the vesting period. The TSR Profits Units vested on March 1, 2020 with a payout ratio of 17%, which was certified by TCO's Compensation Committee on March 11, 2020 and also reflects the reductions in TSR Profits Units outstanding as a result of the actual cash distributions made during the vesting period. The TSR Profits Units converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee as the tax-driven requirements for conversion were satisfied previously. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 11:37 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantRelative TSR Performance-based TRG Profits Units · Derivative | 2,260 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000029 · wf-form4_158402741380999.xml · derivative · entry 4 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,260 Underlying: Common Stock · 2,260 shares Expires not disclosed F1 · security: Restricted TRG Profits Units and Relative TSR Performance-based TRG Profits Units (collectively, "Profits Units") were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan, as amended. F3 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F8 · security: Each Relative TSR Performance-based TRG Profits Unit (TSR Profits Unit) represents a contingent right to receive one Unit of Limited Partnership ranging from 0-100% of the TSR Profits Units granted upon vesting, the satisfaction of certain tax-driven requirements, and the satisfaction of certain performance-based requirements based on the achievement of relative total shareholder return (TSR) over a three-year period. F3 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F8 · derivative.exercise_date: Each Relative TSR Performance-based TRG Profits Unit (TSR Profits Unit) represents a contingent right to receive one Unit of Limited Partnership ranging from 0-100% of the TSR Profits Units granted upon vesting, the satisfaction of certain tax-driven requirements, and the satisfaction of certain performance-based requirements based on the achievement of relative total shareholder return (TSR) over a three-year period. F9 · derivative.exercise_date: The maximum number of TSR Profits Units were issued at grant (300% of the target grant amount), and were subject to a recovery and cancellation of previously granted amounts depending on actual performance against TSR measures over the three-year performance measurement period. A portion of the initial TSR Profits Units award represented estimated cash distributions to be paid during the vesting period. The TSR Profits Units vested on March 1, 2020 with a payout ratio of 17%, which was certified by TCO's Compensation Committee on March 11, 2020 and also reflects the reductions in TSR Profits Units outstanding as a result of the actual cash distributions made during the vesting period. The TSR Profits Units converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee as the tax-driven requirements for conversion were satisfied previously. F9 · derivative.expiration_date: The maximum number of TSR Profits Units were issued at grant (300% of the target grant amount), and were subject to a recovery and cancellation of previously granted amounts depending on actual performance against TSR measures over the three-year performance measurement period. A portion of the initial TSR Profits Units award represented estimated cash distributions to be paid during the vesting period. The TSR Profits Units vested on March 1, 2020 with a payout ratio of 17%, which was certified by TCO's Compensation Committee on March 11, 2020 and also reflects the reductions in TSR Profits Units outstanding as a result of the actual cash distributions made during the vesting period. The TSR Profits Units converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee as the tax-driven requirements for conversion were satisfied previously. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 11:37 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionUnits of Limited Partnership · Derivative | 6,745 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000029 · wf-form4_158402741380999.xml · derivative · entry 3 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,707 Underlying: Common Stock · 6,745 shares Expires not disclosed 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. F3 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F6 · security: To avoid duplication, excludes the same number of Series B Preferred Stock held by such persons, which under specified circumstances can be converted into common stock of TCO at a ratio of one share of common stock for each 14,000 shares of Series B Preferred Stock. F5 · kind: The Restricted TRG Profits Units vested on March 1, 2020 and converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee on March 11, 2020 as the tax-driven requirements for conversion were satisfied previously. F3 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F7 · derivative.expiration_date: Not applicable. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 11:37 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionRestricted TRG Profits Units · Derivative | 6,745 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000029 · wf-form4_158402741380999.xml · derivative · entry 2 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,745 shares Expires not disclosed 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 · security: Restricted TRG Profits Units and Relative TSR Performance-based TRG Profits Units (collectively, "Profits Units") were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan, as amended. F2 · security: Each Restricted TRG Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Unit of Limited Partnership) upon vesting and the satisfaction of certain tax-driven requirements. F3 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F5 · security: The Restricted TRG Profits Units vested on March 1, 2020 and converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee on March 11, 2020 as the tax-driven requirements for conversion were satisfied previously. F3 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F5 · derivative.exercise_date: The Restricted TRG Profits Units vested on March 1, 2020 and converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee on March 11, 2020 as the tax-driven requirements for conversion were satisfied previously. F5 · derivative.expiration_date: The Restricted TRG Profits Units vested on March 1, 2020 and converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee on March 11, 2020 as the tax-driven requirements for conversion were satisfied previously. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 11:37 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | OtherRestricted TRG Profits Units · Derivative | 28 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000029 · wf-form4_158402741380999.xml · derivative · entry 1 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,745 Underlying: Common Stock · 28 shares Expires not disclosed F1 · security: Restricted TRG Profits Units and Relative TSR Performance-based TRG Profits Units (collectively, "Profits Units") were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan, as amended. F2 · security: Each Restricted TRG Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Unit of Limited Partnership) upon vesting and the satisfaction of certain tax-driven requirements. F3 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F4 · security: A portion of the initial Restricted TRG Profits Units award represented estimated cash distributions to be paid during the vesting period. The Restricted TRG Profits Units vested on March 1, 2020 and the adjustment shown reflects the reduction in Restricted TRG Profits Units outstanding as a result of the actual cash distributions made during the vesting period, which was certified by TCO's Compensation Committee on March 11, 2020. F5 · security: The Restricted TRG Profits Units vested on March 1, 2020 and converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee on March 11, 2020 as the tax-driven requirements for conversion were satisfied previously. F4 · kind: A portion of the initial Restricted TRG Profits Units award represented estimated cash distributions to be paid during the vesting period. The Restricted TRG Profits Units vested on March 1, 2020 and the adjustment shown reflects the reduction in Restricted TRG Profits Units outstanding as a result of the actual cash distributions made during the vesting period, which was certified by TCO's Compensation Committee on March 11, 2020. F3 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F4 · derivative.exercise_date: A portion of the initial Restricted TRG Profits Units award represented estimated cash distributions to be paid during the vesting period. The Restricted TRG Profits Units vested on March 1, 2020 and the adjustment shown reflects the reduction in Restricted TRG Profits Units outstanding as a result of the actual cash distributions made during the vesting period, which was certified by TCO's Compensation Committee on March 11, 2020. F5 · derivative.exercise_date: The Restricted TRG Profits Units vested on March 1, 2020 and converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee on March 11, 2020 as the tax-driven requirements for conversion were satisfied previously. F5 · derivative.expiration_date: The Restricted TRG Profits Units vested on March 1, 2020 and converted to Units of Limited Partnership upon vesting and certification by TCO's Compensation Committee on March 11, 2020 as the tax-driven requirements for conversion were satisfied previously. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 12:30 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 1,000 | $72.60 | $72,600.00 |
DisclosureSEC source: 0001638599-20-000275 · doc4_6581.xml · nonDerivative · entry 1 Leopold Simon · CIK 0001662053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,762 Read SEC document |
| February 23, 2020 Filed Feb 25, 2020 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 262 | $79.62 | $20,860.44 |
DisclosureSEC source: 0001638599-20-000208 · doc4_6542.xml · nonDerivative · entry 1 Leopold Simon · CIK 0001662053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,762 F1 · shares: The reporting person elected to receive shares of common stock in lieu of the annual fee for serving on the Board of Directors of Agree Realty Corporation in 2019. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 08:37 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Exercise / conversionRestricted Stock Units · Derivative | 7,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000002 · wf-form4_157805862638519.xml · derivative · entry 4 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,600 shares Expires not disclosed 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. F2 · security: Restricted stock units (RSU) were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan. Each RSU represents a contingent right to receive upon vesting one share of the Company's common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each RSU granted to the reporting person under this award. F3 · derivative.exercise_date: The restricted stock units vested on December 31, 2019. F3 · derivative.expiration_date: The restricted stock units vested on December 31, 2019. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 08:37 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Tax withholdingCommon Stock | 2,817 | $31.09 | $87,580.53 |
DisclosureSEC source: 0000890319-20-000002 · wf-form4_157805862638519.xml · nonDerivative · entry 2 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,932 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 08:37 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Exercise / conversionCommon Stock | 7,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-20-000002 · wf-form4_157805862638519.xml · nonDerivative · entry 1 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,749 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 |
| April 01, 2019 Filed Apr 3, 2019 08:55 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionUnits of Limited Partnership · Derivative | 3,999 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000068 · wf-form4_155429612665868.xml · derivative · entry 6 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,962 Underlying: Common Stock · 3,999 shares Expires not disclosed 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 · kind: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. F4 · derivative.exercise_date: To avoid duplication, excludes the same number of Series B Preferred Stock held by such persons, which under specified circumstances can be converted into common stock of TCO at a ratio of one share of common stock for each 14,000 shares of Series B Preferred Stock. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 08:55 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionUnits of Limited Partnership · Derivative | 2,896 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000068 · wf-form4_155429612665868.xml · derivative · entry 5 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,963 Underlying: Common Stock · 2,896 shares Expires not disclosed 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 · kind: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. F4 · derivative.exercise_date: To avoid duplication, excludes the same number of Series B Preferred Stock held by such persons, which under specified circumstances can be converted into common stock of TCO at a ratio of one share of common stock for each 14,000 shares of Series B Preferred Stock. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 08:55 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionUnits of Limited Partnership · Derivative | 6,067 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000068 · wf-form4_155429612665868.xml · derivative · entry 4 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,067 Underlying: Common Stock · 6,067 shares Expires not disclosed 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 · kind: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. F4 · derivative.exercise_date: To avoid duplication, excludes the same number of Series B Preferred Stock held by such persons, which under specified circumstances can be converted into common stock of TCO at a ratio of one share of common stock for each 14,000 shares of Series B Preferred Stock. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 08:55 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionNOI Performance-based TRG Profits Units · Derivative | 3,999 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000068 · wf-form4_155429612665868.xml · derivative · entry 3 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,999 shares Expires not disclosed 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 · security: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. F2 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. F3 · security: Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F1 · derivative.exercise_date: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. F2 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. F3 · derivative.exercise_date: Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F1 · derivative.expiration_date: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 08:55 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionRelative TSR Performance-based TRG Profits Units · Derivative | 2,896 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000068 · wf-form4_155429612665868.xml · derivative · entry 2 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,896 shares Expires not disclosed 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 · security: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. F2 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. F3 · security: Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F1 · derivative.exercise_date: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. F2 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. F3 · derivative.exercise_date: Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F1 · derivative.expiration_date: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 08:55 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | ConversionRestricted TRG Profits Units · Derivative | 6,067 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000068 · wf-form4_155429612665868.xml · derivative · entry 1 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,067 shares Expires not disclosed 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 · security: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. F2 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. F3 · security: Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F1 · derivative.exercise_date: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. F2 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each Unit of Limited Partnership held by an offeree is exchangeable for one share of the Company's common stock. F3 · derivative.exercise_date: Upon conversion of the Profits Units to Units of Limited Partnership, the holder has the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of Taubman Centers, Inc. (TCO) (Series B Preferred Stock) for each Unit of Limited Partnership held. The reporting person purchased the same amount of Series B Preferred Stock upon conversion. F1 · derivative.expiration_date: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") converted to units of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) (Units of Limited Partnership) on April 1, 2019 upon satisfaction of the tax-driven requirements. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 14:43 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantRestricted Stock Units · Derivative | 8,123 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000045 · wf-form4_155250259528224.xml · derivative · entry 4 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,123 Underlying: Common Stock · 8,123 shares Expires not disclosed F10 · security: Restricted stock units were granted to the reporting person pursuant to The Taubman Company LLC 2018 Omnibus Long-Term Incentive Plan. Each restricted stock unit represents a contingent right to receive upon vesting one share of the Company's common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each restricted stock unit granted to the reporting person under this award. F11 · derivative.exercise_date: The restricted stock units vest on March 1, 2022. F11 · derivative.expiration_date: The restricted stock units vest on March 1, 2022. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 14:43 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantNOI Performance-based TRG Profits Units · Derivative | 3,999 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000045 · wf-form4_155250259528224.xml · derivative · entry 3 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,999 Underlying: Common Stock · 3,999 shares Expires not disclosed F1 · security: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan, as amended. F3 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each unit of limited partnership interest in TRG held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to units of limited partnership interest in TRG, the holder will have the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of TCO for each unit of limited partnership interest in TRG held. F8 · security: Each NOI Performance-based TRG Profits Unit (NOI Profits Unit) represents a contingent right to receive one unit of limited partnership interest in TRG ranging from 0-100% of the NOI Profits Units granted upon vesting, the satisfaction of certain tax-driven requirements, and the satisfaction of certain performance-based requirements based on the achievement of net operating income (NOI) over a three-year period. NOI Profits Units provide for a cap on the maximum number of units vested if absolute TSR is not positive over a three-year period. F3 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each unit of limited partnership interest in TRG held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to units of limited partnership interest in TRG, the holder will have the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of TCO for each unit of limited partnership interest in TRG held. F4 · derivative.exercise_date: The Profits Units vested on March 1, 2019, however the Profits Units will not convert to units of limited partnership interest in TRG until certain tax-driven requirements are satisfied. F8 · derivative.exercise_date: Each NOI Performance-based TRG Profits Unit (NOI Profits Unit) represents a contingent right to receive one unit of limited partnership interest in TRG ranging from 0-100% of the NOI Profits Units granted upon vesting, the satisfaction of certain tax-driven requirements, and the satisfaction of certain performance-based requirements based on the achievement of net operating income (NOI) over a three-year period. NOI Profits Units provide for a cap on the maximum number of units vested if absolute TSR is not positive over a three-year period. F9 · derivative.exercise_date: The maximum number of NOI Profits Units were issued at grant (300% of the target grant amount), and were subject to a recovery and cancellation of previously granted amounts depending on actual performance against NOI measures over the three-year performance measurement period. A portion of the initial NOI Profits Units award represented estimated cash distributions to be paid during the vesting period. The NOI Profits Units vested on March 1, 2019 with a payout ratio of 30%, which was certified by the Company's Compensation Committee on March 12, 2019 and also reflects the reductions in NOI Profits Units outstanding as a result of the actual cash distributions made during the vesting period. F4 · derivative.expiration_date: The Profits Units vested on March 1, 2019, however the Profits Units will not convert to units of limited partnership interest in TRG until certain tax-driven requirements are satisfied. F5 · derivative.expiration_date: In the event that vested Profits Units have not achieved the criteria for conversion to units of limited partnership interest in TRG prior to the 10th anniversary of the date of grant, the awards will be forfeited pursuant to the terms of the award agreement. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 14:43 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantRelative TSR Performance-based TRG Profits Units · Derivative | 2,896 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000045 · wf-form4_155250259528224.xml · derivative · entry 2 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,896 Underlying: Common Stock · 2,896 shares Expires not disclosed F1 · security: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan, as amended. F3 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each unit of limited partnership interest in TRG held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to units of limited partnership interest in TRG, the holder will have the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of TCO for each unit of limited partnership interest in TRG held. F6 · security: Each Relative TSR Performance-based TRG Profits Unit (TSR Profits Unit) represents a contingent right to receive one unit of limited partnership interest in TRG ranging from 0-100% of the TSR Profits Units granted upon vesting, the satisfaction of certain tax-driven requirements, and the satisfaction of certain performance-based requirements based on the achievement of relative total shareholder return (TSR) over a three-year period. F3 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each unit of limited partnership interest in TRG held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to units of limited partnership interest in TRG, the holder will have the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of TCO for each unit of limited partnership interest in TRG held. F4 · derivative.exercise_date: The Profits Units vested on March 1, 2019, however the Profits Units will not convert to units of limited partnership interest in TRG until certain tax-driven requirements are satisfied. F6 · derivative.exercise_date: Each Relative TSR Performance-based TRG Profits Unit (TSR Profits Unit) represents a contingent right to receive one unit of limited partnership interest in TRG ranging from 0-100% of the TSR Profits Units granted upon vesting, the satisfaction of certain tax-driven requirements, and the satisfaction of certain performance-based requirements based on the achievement of relative total shareholder return (TSR) over a three-year period. F7 · derivative.exercise_date: The maximum number of TSR Profits Units were issued at grant (300% of the target grant amount), and were subject to a recovery and cancellation of previously granted amounts depending on actual performance against TSR measures over the three-year performance measurement period. A portion of the initial TSR Profits Units award represented estimated cash distributions to be paid during the vesting period. The TSR Profits Units vested on March 1, 2019 with a payout ratio of 22%, which was certified by the Company's Compensation Committee on March 12, 2019 and also reflects the reductions in TSR Profits Units outstanding as a result of the actual cash distributions made during the vesting period. F4 · derivative.expiration_date: The Profits Units vested on March 1, 2019, however the Profits Units will not convert to units of limited partnership interest in TRG until certain tax-driven requirements are satisfied. F5 · derivative.expiration_date: In the event that vested Profits Units have not achieved the criteria for conversion to units of limited partnership interest in TRG prior to the 10th anniversary of the date of grant, the awards will be forfeited pursuant to the terms of the award agreement. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 14:43 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | OtherRestricted TRG Profits Units · Derivative | 53 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000045 · wf-form4_155250259528224.xml · derivative · entry 1 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,067 Underlying: Common Stock · 53 shares Expires not disclosed F1 · security: Restricted TRG Profits Units, Relative TSR Performance-based TRG Profits Units, and NOI Performance-based TRG Profits Units (collectively, "Profits Units") were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan, as amended. F2 · security: Each Restricted TRG Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) upon vesting and the satisfaction of certain tax-driven requirements. A portion of the initial Restricted TRG Profits Units award represented estimated cash distributions to be paid during the vesting period. The Restricted TRG Profits Units vested on March 1, 2019 and the adjustment shown reflects the reduction in Restricted TRG Profits Units outstanding as a result of the actual cash distributions made during the vesting period, which was certified by the Company's Compensation Committee on March 12, 2019. F3 · security: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each unit of limited partnership interest in TRG held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to units of limited partnership interest in TRG, the holder will have the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of TCO for each unit of limited partnership interest in TRG held. F2 · kind: Each Restricted TRG Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) upon vesting and the satisfaction of certain tax-driven requirements. A portion of the initial Restricted TRG Profits Units award represented estimated cash distributions to be paid during the vesting period. The Restricted TRG Profits Units vested on March 1, 2019 and the adjustment shown reflects the reduction in Restricted TRG Profits Units outstanding as a result of the actual cash distributions made during the vesting period, which was certified by the Company's Compensation Committee on March 12, 2019. F2 · derivative.exercise_date: Each Restricted TRG Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) upon vesting and the satisfaction of certain tax-driven requirements. A portion of the initial Restricted TRG Profits Units award represented estimated cash distributions to be paid during the vesting period. The Restricted TRG Profits Units vested on March 1, 2019 and the adjustment shown reflects the reduction in Restricted TRG Profits Units outstanding as a result of the actual cash distributions made during the vesting period, which was certified by the Company's Compensation Committee on March 12, 2019. F3 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Omnibus Long-Term Incentive Plans and certain other partners in TRG, each unit of limited partnership interest in TRG held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to units of limited partnership interest in TRG, the holder will have the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of TCO for each unit of limited partnership interest in TRG held. F4 · derivative.exercise_date: The Profits Units vested on March 1, 2019, however the Profits Units will not convert to units of limited partnership interest in TRG until certain tax-driven requirements are satisfied. F4 · derivative.expiration_date: The Profits Units vested on March 1, 2019, however the Profits Units will not convert to units of limited partnership interest in TRG until certain tax-driven requirements are satisfied. F5 · derivative.expiration_date: In the event that vested Profits Units have not achieved the criteria for conversion to units of limited partnership interest in TRG prior to the 10th anniversary of the date of grant, the awards will be forfeited pursuant to the terms of the award agreement. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 14:38 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Exercise / conversionRestricted Stock Units · Derivative | 3,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000002 · wf-form4_154654429802094.xml · derivative · entry 4 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,600 Underlying: Common Stock · 3,800 shares Expires not disclosed 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. F2 · security: Restricted stock units (RSU) were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan. Each RSU represents a contingent right to receive upon vesting one share of the Company's common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each RSU granted to the reporting person under this award. F3 · derivative.exercise_date: The restricted stock units vested on December 31, 2018. The remaining 7,600 restricted stock units vest on December 31, 2019. F3 · derivative.expiration_date: The restricted stock units vested on December 31, 2018. The remaining 7,600 restricted stock units vest on December 31, 2019. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 14:38 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Tax withholdingCommon Stock | 1,657 | $45.49 | $75,376.93 |
DisclosureSEC source: 0000890319-19-000002 · wf-form4_154654429802094.xml · nonDerivative · entry 2 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,149 Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 14:38 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Exercise / conversionCommon Stock | 3,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-19-000002 · wf-form4_154654429802094.xml · nonDerivative · entry 1 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,806 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 |
| March 07, 2018 Filed Mar 9, 2018 14:46 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantRestricted TRG Profits Units · Derivative | 8,154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-18-000054 · wf-form4_152062480176307.xml · derivative · entry 4 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,154 Underlying: Common Stock · 8,154 shares Expires not disclosed F3 · security: Restricted TRG Profits Units (Profits Units) were granted to the reporting person pursuant to the Plan. Each Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) upon vesting and the satisfaction of certain tax-driven requirements; provided, that a portion of the Profits Units award represents estimated cash distributions to be paid during the vesting period and, upon vesting, there will be an adjustment in Profits Units to reflect actual cash distributions during such period. F4 · security: Under the Company's Continuing Offer to employees covered by the Plan and certain other partners in TRG, each unit of limited partnership interest in TRG held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to units of limited partnership interest in TRG, the holder will have the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of TCO for each unit of limited partnership interest in TRG held. F3 · derivative.exercise_date: Restricted TRG Profits Units (Profits Units) were granted to the reporting person pursuant to the Plan. Each Profits Unit represents a contingent right to receive one unit of limited partnership interest in The Taubman Realty Group Limited Partnership (TRG) upon vesting and the satisfaction of certain tax-driven requirements; provided, that a portion of the Profits Units award represents estimated cash distributions to be paid during the vesting period and, upon vesting, there will be an adjustment in Profits Units to reflect actual cash distributions during such period. F4 · derivative.exercise_date: Under the Company's Continuing Offer to employees covered by the Plan and certain other partners in TRG, each unit of limited partnership interest in TRG held by an offeree is exchangeable for one share of the Company's common stock. Upon conversion of the Profits Units to units of limited partnership interest in TRG, the holder will have the right to purchase one share of the voting Series B Non-Participating Convertible Preferred Stock of TCO for each unit of limited partnership interest in TRG held. F5 · derivative.exercise_date: The Profits Units vest on March 1, 2021. F5 · derivative.expiration_date: The Profits Units vest on March 1, 2021. F6 · derivative.expiration_date: In the event that vested Profits Units have not achieved the criteria for conversion to units of limited partnership interest in TRG prior to the 10th anniversary of the date of grant, the awards will be forfeited pursuant to the terms of the award agreement. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 14:46 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Tax withholdingCommon Stock | 1,288 | $59.19 | $76,236.72 |
DisclosureSEC source: 0000890319-18-000054 · wf-form4_152062480176307.xml · nonDerivative · entry 2 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,006 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 14:46 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 4,503 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-18-000054 · wf-form4_152062480176307.xml · nonDerivative · entry 1 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,294 F1 · shares: Performance share units (PSU) were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan, as amended (the Plan). Each PSU represents a contingent right to receive, upon vesting, shares of the Company's common stock ranging from 0-300% of the PSU based on the Company's total shareholder return relative to that of a peer group, plus a cash payment equal to the aggregate cash dividends that would have been paid on such shares of common stock from the date of grant of the award to the vesting date. The PSU vested on March 1, 2018 with a payout ratio of 124%, which was certified by the Company's Compensation Committee on March 7, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:11 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Exercise / conversionRestricted Stock Units · Derivative | 3,631 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-18-000038 · wf-form4_152028784157231.xml · derivative · entry 4 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,631 shares Expires not disclosed 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. F2 · security: Restricted stock units (RSU) were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan. Each RSU represents a contingent right to receive upon vesting one share of the Company's common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each RSU granted to the reporting person under this award. F3 · derivative.exercise_date: The restricted stock units vested on March 1, 2018. F3 · derivative.expiration_date: The restricted stock units vested on March 1, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:11 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Tax withholdingCommon Stock | 1,028 | $59.19 | $60,847.32 |
DisclosureSEC source: 0000890319-18-000038 · wf-form4_152028784157231.xml · nonDerivative · entry 2 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,791 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:11 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Exercise / conversionCommon Stock | 3,631 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-18-000038 · wf-form4_152028784157231.xml · nonDerivative · entry 1 Leopold Simon · CIK 0001662053 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,819 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.