Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATN International, Inc.ATNI · Entity 24 | Director | September 15, 2020 | September 17, 2020 |
| NATIONAL INSTRUMENTS CORPNATI · Entity 109075 | Director | May 01, 2020 | May 04, 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.
ATN International, Inc.
Report date September 15, 2020 · Filed September 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,226 |
Reported balance
After 2020-09-15 transaction · row 1
1 source rowRow 1 · 2020-09-15 · Grant · Acquired 1,544 · Balance 13,226 F1: Represents fully vested shares of restricted stock grant pursuant to the Issuer's 2008 Equity Incentive Plan in payment of Mr. Roesslein's 2020 annual director retainer based on the moving average price for the past twenty days of $58.28 of the Issuer's common stock as of September 11, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents fully vested shares of restricted stock grant pursuant to the Issuer's 2008 Equity Incentive Plan in payment of Mr. Roesslein's 2020 annual director retainer based on the moving average price for the past twenty days of $58.28 of the Issuer's common stock as of September 11, 2020.
NATIONAL INSTRUMENTS CORP
Report date May 01, 2020 · Filed May 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 114,358 |
Reported balance
After 2020-05-01 transaction · row 1
1 source rowRow 1 · 2020-05-01 · Exercise / conversion · Acquired 1,253 · Balance 114,358 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2032-05-01 | Direct | 0 |
Reported balance
After 2020-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-05-01 · Exercise / conversion · Disposed 1,253 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2017.
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 |
|---|---|---|---|---|---|---|
| September 15, 2020 Filed Sep 17, 2020 14:22 UTC | ATN International, Inc. ATNI · Entity 24 | GrantCommon Stock | 1,544 | $58.28 | $89,984.32 |
DisclosureSEC source: 0001179110-20-009843 · edgar.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,226 F1 · price: Represents fully vested shares of restricted stock grant pursuant to the Issuer's 2008 Equity Incentive Plan in payment of Mr. Roesslein's 2020 annual director retainer based on the moving average price for the past twenty days of $58.28 of the Issuer's common stock as of September 11, 2020. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 17:27 UTC | ATN International, Inc. ATNI · Entity 24 | GrantCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-007624 · edgar.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,682 F1 · price: Represents fully vested shares of restricted stock grant pursuant to the Issuer's 2008 Equity Incentive Plan in payment of Mr. Roesslein's 2020 annual director retainer based on the moving average price for the past twenty days of $60.07 of the Issuer's common stock as of June 18, 2020. Read SEC document |
| May 01, 2020 Filed May 4, 2020 18:41 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionRestricted Stock Units · Derivative | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-008947 · doc1.xml · derivative · entry 2 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,253 shares Expires 2032-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2017. Read SEC document |
| May 01, 2020 Filed May 4, 2020 18:41 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionCommon Stock | 1,253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-008947 · doc1.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,358 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 29, 2020 Filed May 1, 2020 12:50 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | GrantCommon Stock | 4,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-008743 · doc1.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,105 Read SEC document |
| June 04, 2019 Filed Feb 11, 2020 21:44 UTC | ATN International, Inc. ATNI · Entity 24 | GrantCommon Stock | 1,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001441 · edgar.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,183 F1 · price: Represents fully vested shares of restricted stock grant pursuant to the Issuer's 2008 Equity Incentive Plan in payment of Mr. Roesslein's 2019 annual director retainer based on the closing per share price of $58.77 of the Issuer's common stock on June 4, 2019. Read SEC document |
| May 01, 2019 Filed May 2, 2019 13:34 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionRestricted Stock Units · Derivative | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-009623 · doc1.xml · derivative · entry 3 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,253 Underlying: Common Stock · 1,253 shares Expires 2032-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2017. Read SEC document |
| May 01, 2019 Filed May 2, 2019 13:34 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionRestricted Stock Units · Derivative | 1,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-009623 · doc1.xml · derivative · entry 2 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,542 shares Expires 2031-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2016. Read SEC document |
| May 01, 2019 Filed May 2, 2019 13:34 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionCommon Stock | 2,795 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-19-009623 · doc1.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,648 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 24, 2019 Filed Apr 24, 2019 18:03 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | GrantCommon Stock | 3,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-009132 · doc1.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,853 Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 16:11 UTC | ATN International, Inc. ATNI · Entity 24 | GrantCommon Stock | 1,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-008461 · edgar.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,214 F1 · price: Represents fully vested shares of restricted stock grant pursuant to the Issuer's 2008 Equity Incentive Plan in payment of Mr. Roesslein's 2018 annual director retainer based on the closing per share price of $53.80 of the Issuer's common stock on June 12, 2018. Read SEC document |
| May 01, 2018 Filed May 2, 2018 17:32 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionRestricted Stock Units · Derivative | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-021321 · doc1.xml · derivative · entry 4 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,506 Underlying: Common Stock · 1,253 shares Expires 2032-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2017. Read SEC document |
| May 01, 2018 Filed May 2, 2018 17:32 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionRestricted Stock Units · Derivative | 1,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-021321 · doc1.xml · derivative · entry 3 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,542 Underlying: Common Stock · 1,542 shares Expires 2031-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2016. Read SEC document |
| May 01, 2018 Filed May 2, 2018 17:32 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionRestricted Stock Units · Derivative | 1,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-021321 · doc1.xml · derivative · entry 2 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,346 shares Expires 2030-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2015. Read SEC document |
| May 01, 2018 Filed May 2, 2018 17:32 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionCommon Stock | 4,141 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-021321 · doc1.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,154 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 19:36 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | GrantCommon Stock | 3,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-020307 · doc1.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,013 Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 21:12 UTC | ATN International, Inc. ATNI · Entity 24 | GrantCommon Stock | 1,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-009284 · edgar.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,262 F1 · price: Represents fully vested shares of restricted stock grant pursuant to the Issuer's 2008 Equity Incentive Plan in payment of Mr. Roesslein's 2017 annual director retainer based on the closing per share price of $69.60 of the Issuer's common stock on June 15, 2017. Read SEC document |
| May 01, 2017 Filed May 1, 2017 19:18 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionRestricted Stock Units · Derivative | 1,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-017694 · doc1.xml · derivative · entry 4 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,084 Underlying: Common Stock · 4,626 shares Expires 2031-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2016. Read SEC document |
| May 01, 2017 Filed May 1, 2017 19:18 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionRestricted Stock Units · Derivative | 1,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-017694 · doc1.xml · derivative · entry 3 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,346 Underlying: Common Stock · 2,692 shares Expires 2030-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2015. Read SEC document |
| May 01, 2017 Filed May 1, 2017 19:18 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionRestricted Stock Units · Derivative | 1,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-017694 · doc1.xml · derivative · entry 2 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,551 shares Expires 2029-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2014. Read SEC document |
| May 01, 2017 Filed May 1, 2017 19:18 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | Exercise / conversionCommon Stock | 4,439 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-017694 · doc1.xml · nonDerivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,452 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 26, 2017 Filed Apr 26, 2017 16:55 UTC | NATIONAL INSTRUMENTS CORP NATI · Entity 109075 | GrantRestricted Stock Units · Derivative | 3,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-016917 · doc1.xml · derivative · entry 1 ROESSLEIN CHARLES J · CIK 0001192882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,759 Underlying: Common Stock · 3,759 shares Expires 2032-05-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2017. 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.