Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Seagate Technology Holdings plcSTX · Entity 2029 | Director | October 21, 2020 | October 23, 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.
Seagate Technology Holdings plc
Report date October 21, 2020 · Filed October 23, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 14,483 |
Ending reported balance
After 2020-10-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-10-21 · Exercise / conversion · Acquired 5,579 · Balance 16,492 Row 2 · 2020-10-21 · Tax withholding · Disposed 2,009 · Balance 14,483 F1: These Ordinary Shares are withheld securities to cover tax liabilities incident to the vesting of Restricted Share Units ("RSUs"). |
| Restricted Share UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-10-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-10-21 · Exercise / conversion · Disposed 5,579 · Balance 0 F2: Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. The award vested on the date prior to the annual general meeting of the shareholders of the Issuer following the end of the Issuer's fiscal year ended July 3, 2020. |
| Restricted Share UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,847 |
Reported balance
After 2020-10-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-10-22 · Grant · Acquired 5,847 · Balance 5,847 F3: Consists of a grant of RSUs awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) the date of the next annual general meeting of shareholders which is at least fifty (50) weeks after the immediately preceding year's annual meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: These Ordinary Shares are withheld securities to cover tax liabilities incident to the vesting of Restricted Share Units ("RSUs").
F2: Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. The award vested on the date prior to the annual general meeting of the shareholders of the Issuer following the end of the Issuer's fiscal year ended July 3, 2020.
F3: Consists of a grant of RSUs awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) the date of the next annual general meeting of shareholders which is at least fifty (50) weeks after the immediately preceding year's annual meeting.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 22, 2020 Filed Oct 23, 2020 19:08 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GrantRestricted Share Unit · Derivative | 5,847 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137789-20-000111 · wf-form4_160349446926115.xml · derivative · entry 4 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,847 Underlying: Ordinary Shares · 5,847 shares Expires not disclosed F3 · derivative.exercise_date: Consists of a grant of RSUs awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) the date of the next annual general meeting of shareholders which is at least fifty (50) weeks after the immediately preceding year's annual meeting. F3 · derivative.expiration_date: Consists of a grant of RSUs awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) the date of the next annual general meeting of shareholders which is at least fifty (50) weeks after the immediately preceding year's annual meeting. Read SEC document |
| October 21, 2020 Filed Oct 23, 2020 19:08 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Exercise / conversionRestricted Share Unit · Derivative | 5,579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137789-20-000111 · wf-form4_160349446926115.xml · derivative · entry 3 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 5,579 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 · derivative.exercise_date: Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. The award vested on the date prior to the annual general meeting of the shareholders of the Issuer following the end of the Issuer's fiscal year ended July 3, 2020. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. The award vested on the date prior to the annual general meeting of the shareholders of the Issuer following the end of the Issuer's fiscal year ended July 3, 2020. Read SEC document |
| October 21, 2020 Filed Oct 23, 2020 19:08 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Tax withholdingOrdinary Shares | 2,009 | $51.69 | $103,845.21 |
DisclosureSEC source: 0001137789-20-000111 · wf-form4_160349446926115.xml · nonDerivative · entry 2 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,483 F1 · shares: These Ordinary Shares are withheld securities to cover tax liabilities incident to the vesting of Restricted Share Units ("RSUs"). Read SEC document |
| October 21, 2020 Filed Oct 23, 2020 19:08 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Exercise / conversionOrdinary Shares | 5,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-20-000111 · wf-form4_160349446926115.xml · nonDerivative · entry 1 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,492 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 |
| November 19, 2019 Filed Aug 11, 2020 16:28 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GiftOrdinary Shares | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-20-000059 · wf-form5_159717767274114.xml · nonDerivative · entry 1 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,913 F1 · shares: On November 19, 2019, the Reporting Person gifted 3,400 Ordinary Shares. Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 20:23 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GrantRestricted Share Unit · Derivative | 5,579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000088 · wf-form4_157248139428718.xml · derivative · entry 4 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,579 Underlying: Ordinary Shares · 5,579 shares Expires not disclosed F3 · derivative.exercise_date: Consists of a grant of RSUs awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) one day prior to the next election of directors following the date of grant. F3 · derivative.expiration_date: Consists of a grant of RSUs awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) one day prior to the next election of directors following the date of grant. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 20:23 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Exercise / conversionRestricted Share Unit · Derivative | 5,146 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000088 · wf-form4_157248139428718.xml · derivative · entry 3 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 5,146 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 · derivative.exercise_date: Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. The award vested on the date prior to the annual general meeting of the shareholders of the Issuer following the end of the Issuer's fiscal year ended June 28, 2019. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. The award vested on the date prior to the annual general meeting of the shareholders of the Issuer following the end of the Issuer's fiscal year ended June 28, 2019. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 20:23 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Tax withholdingOrdinary Shares | 1,853 | $57.75 | $107,010.75 |
DisclosureSEC source: 0001137789-19-000088 · wf-form4_157248139428718.xml · nonDerivative · entry 2 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,313 F1 · shares: These Ordinary Shares are withheld securities to cover tax liabilities incident to the vesting of restricted share units ("RSUs"). Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 20:23 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Exercise / conversionOrdinary Shares | 5,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000088 · wf-form4_157248139428718.xml · nonDerivative · entry 1 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,166 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 |
| May 08, 2019 Filed Aug 12, 2019 16:06 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GiftOrdinary Shares | 4,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-19-000035 · wf-form5_156564034494311.xml · nonDerivative · entry 1 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,020 F1 · shares: On May 8, 2019, the Reporting Person gifted 4,080 Ordinary Shares. Read SEC document |
| October 30, 2018 Filed Oct 31, 2018 17:42 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GrantRestricted Share Unit · Derivative | 5,146 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137789-18-000098 · wf-form4_154102214295234.xml · derivative · entry 1 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,146 Underlying: Ordinary Shares · 5,146 shares Expires not disclosed F1 · derivative.exercise_date: Consists of a grant of restricted share units awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each restricted share unit represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) one day prior to the next annual general meeting of the shareholders of the Issuer following the end of the fiscal year ending on June 28, 2019. F1 · derivative.expiration_date: Consists of a grant of restricted share units awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each restricted share unit represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) one day prior to the next annual general meeting of the shareholders of the Issuer following the end of the fiscal year ending on June 28, 2019. Read SEC document |
| October 18, 2018 Filed Oct 22, 2018 17:30 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Exercise / conversionRestricted Share Unit · Derivative | 8,094 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137789-18-000082 · wf-form4_154024383624760.xml · derivative · entry 3 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 8,094 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 · derivative.exercise_date: Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. This award vested one year from the date of grant. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one Ordinary Share of the Issuer. This award vested one year from the date of grant. Read SEC document |
| October 18, 2018 Filed Oct 22, 2018 17:30 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Tax withholdingOrdinary Shares | 2,914 | $43.76 | $127,516.64 |
DisclosureSEC source: 0001137789-18-000082 · wf-form4_154024383624760.xml · nonDerivative · entry 2 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,100 F1 · shares: These Ordinary Shares are withheld securities to cover tax liabilities incident to the vesting of Restricted Share Units ("RSUs"). Read SEC document |
| October 18, 2018 Filed Oct 22, 2018 17:30 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Exercise / conversionOrdinary Shares | 8,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-18-000082 · wf-form4_154024383624760.xml · nonDerivative · entry 1 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,014 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 |
| November 22, 2017 Filed Aug 13, 2018 18:26 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GiftOrdinary Shares | 5,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-18-000050 · wf-form5_153419918218768.xml · nonDerivative · entry 1 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,920 F1 · shares: On November 22, 2017, the Reporting Person gifted 5,399 Ordinary Shares. Read SEC document |
| October 18, 2017 Filed Oct 19, 2017 19:10 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GrantRestricted Share Unit · Derivative | 8,094 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137789-17-000073 · wf-form4_150845459229622.xml · derivative · entry 2 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,094 Underlying: Ordinary Shares · 8,094 shares Expires not disclosed F2 · derivative.exercise_date: Consists of a grant of restricted share units awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each restricted share unit represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) one day prior to the next annual general meeting of the shareholders of the Issuer following the end of the fiscal year ending on June 29, 2018. F2 · derivative.expiration_date: Consists of a grant of restricted share units awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each restricted share unit represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) one day prior to the next annual general meeting of the shareholders of the Issuer following the end of the fiscal year ending on June 29, 2018. Read SEC document |
| October 17, 2017 Filed Oct 19, 2017 19:10 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Tax withholdingOrdinary Shares | 3,038 | $33.96 | $103,170.48 |
DisclosureSEC source: 0001137789-17-000073 · wf-form4_150845459229622.xml · nonDerivative · entry 1 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,319 F1 · shares: These Ordinary Shares are withheld securities to cover tax liabilities incident to the vesting of securities previously reported on one or more Forms 4 by the Reporting Person in accordance with Rule 16b-3. Read SEC document |
| November 04, 2016 Filed Nov 14, 2016 18:07 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GiftOrdinary Shares | 6,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-16-000083 · wf-form4_147916484987777.xml · nonDerivative · entry 1 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,357 Read SEC document |
| October 19, 2016 Filed Oct 20, 2016 16:19 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GrantOrdinary Shares | 8,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-16-000074 · wf-form4_147699476625553.xml · nonDerivative · entry 2 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,988 F2 · shares: Consists of a grant of restricted share units awarded to the Reporting Person under the Amended and Restated Seagate Technology plc 2012 Equity Incentive Plan for no consideration. Each restricted share unit represents a contingent right to receive one Ordinary Share of the Issuer. Subject to the Reporting Person's continuous service with the Issuer, shares will be released to the Reporting Person on the earlier of (i) one year from the date of grant and (ii) one day prior to the next annual general meeting of the shareholders of the Issuer following the end of the fiscal year ending with June 30, 2016. Read SEC document |
| October 18, 2016 Filed Oct 20, 2016 16:19 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Tax withholdingOrdinary Shares | 1,866 | $35.34 | $65,944.44 |
DisclosureSEC source: 0001137789-16-000074 · wf-form4_147699476625553.xml · nonDerivative · entry 1 COLEMAN WILLIAM T III · CIK 0001055401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,551 F1 · shares: These Ordinary Shares are withheld securities to cover tax liabilities incident to the vesting of securities previously reported on one or more Forms 4 by the Reporting Person in accordance with Rule 16b-3. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.