Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BORGWARNER INCBWA · Entity 3425 | VP & Controller | June 02, 2020 | June 03, 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.
BORGWARNER INC
Report date June 02, 2020 · Filed June 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,921.53 |
Ending reported balance
After 2020-06-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-06-02 · Sale · Disposed 200 · Balance 34,721.53 Row 2 · 2020-06-02 · Sale · Disposed 3,800 · Balance 30,921.53 |
| Common StockSEC Table I · non-derivative | Indirect401K | 2,767.729 |
Reported balance
Holding disclosure · report date 2020-06-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,767.729 F1: From 1/1/19 to 12/31/19, the reporting person acquired 45.29 shares in the 401K plan. Column 5 includes the reporting person's total stock holdings in the 401K plan as of 12/31/19. |
Filing footnotes · ownership attribution and instrument terms
F1: From 1/1/19 to 12/31/19, the reporting person acquired 45.29 shares in the 401K plan. Column 5 includes the reporting person's total stock holdings in the 401K plan as of 12/31/19.
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 |
|---|---|---|---|---|---|---|
| June 02, 2020 Filed Jun 3, 2020 20:08 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 3,800 | $33.15 | $125,973.80 |
DisclosureSEC source: 0001225208-20-008567 · doc4.xml · nonDerivative · entry 2 McGill Thomas J. · CIK 0001548991 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,921.53 Read SEC document |
| June 02, 2020 Filed Jun 3, 2020 20:08 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 200 | $33.16 | $6,632.00 |
DisclosureSEC source: 0001225208-20-008567 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,721.53 Read SEC document |
| March 19, 2020 Filed Mar 20, 2020 12:59 UTC | BORGWARNER INC BWA · Entity 3425 | OtherCommon Stock | 2,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-005429 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,921.53 F1 · shares: Represents shares transferred to the reporting person's former spouse, pursuant to the terms of a judgment of divorce. The reporting person no longer reports that he is the beneficial owner of any shares owned by hisformer spouse. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:01 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 464 | $30.55 | $14,172.88 |
DisclosureSEC source: 0001225208-20-004138 · doc4.xml · nonDerivative · entry 2 McGill Thomas J. · CIK 0001548991 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,841.53 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:01 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 379 | $30.55 | $11,576.56 |
DisclosureSEC source: 0001225208-20-004138 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,305.53 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:35 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 7,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002200 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,684.53 F1 · shares: Each performance share represented a contingent right to receive one share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 19:17 UTC | BORGWARNER INC BWA · Entity 3425 | OtherCommon Stock | 2,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004857 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · VP, Treasurer & Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,614.47 F1 · shares: Represents shares transferred to the reporting person's former spouse, pursuant to the terms of a judgment of divorce. The reporting person no longer reports that he is the beneficial owner of any shares owned by his former spouse. F1 · price: Represents shares transferred to the reporting person's former spouse, pursuant to the terms of a judgment of divorce. The reporting person no longer reports that he is the beneficial owner of any shares owned by his former spouse. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:27 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 464 | $40.73 | $18,899.88 |
DisclosureSEC source: 0001225208-19-004398 · doc4.xml · nonDerivative · entry 2 McGill Thomas J. · CIK 0001548991 · VP, Treasurer & Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,480.47 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:27 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 14 | $40.73 | $570.26 |
DisclosureSEC source: 0001225208-19-004398 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · VP, Treasurer & Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,944.47 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 26, 2019 Filed Feb 27, 2019 16:44 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 2,400 | $41.97 | $100,720.32 |
DisclosureSEC source: 0001225208-19-003827 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · VP, Treasurer & Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,958.47 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:47 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 4,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002296 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · VP, Treasurer & Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,241 F1 · shares: Each performance share represented a contingent right to receive one share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| August 02, 2018 Filed Aug 3, 2018 20:05 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 3,260 | $44.55 | $145,233.00 |
DisclosureSEC source: 0000905729-18-000141 · ownership.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,801 Read SEC document |
| February 13, 2018 Filed Feb 13, 2018 20:39 UTC | BORGWARNER INC BWA · Entity 3425 | OtherCommon Stock | 2,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002732 · doc4.xml · nonDerivative · entry 3 McGill Thomas J. · CIK 0001548991 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,061 F1 · shares: Transfer of shares pursuant to terms of judgment of divorce. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 20:39 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 352 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002732 · doc4.xml · nonDerivative · entry 2 McGill Thomas J. · CIK 0001548991 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,052 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 20:39 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002732 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,404 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 19:28 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002304 · doc4.xml · nonDerivative · entry 2 McGill Thomas J. · CIK 0001548991 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,846 F2 · shares: The shares will vest 50% on February 28, 2020 and 100% on February 28, 2021. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 19:28 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 3,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002304 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,196 F1 · shares: Each performance share represented a contingent right to receive a share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| February 14, 2017 Filed Feb 14, 2017 22:40 UTC | BORGWARNER INC BWA · Entity 3425 | OtherCommon Stock | 1,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003244 · doc4.xml · nonDerivative · entry 2 McGill Thomas J. · CIK 0001548991 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,775.39 F1 · shares: Transfer of shares pursuant to terms of judgment of divorce. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:40 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 752 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003244 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,133.39 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:38 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 1,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002713 · doc4.xml · nonDerivative · entry 2 McGill Thomas J. · CIK 0001548991 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,885.39 F2 · shares: Each performance share represented a contingent right to receive a share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:38 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 3,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002713 · doc4.xml · nonDerivative · entry 1 McGill Thomas J. · CIK 0001548991 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,399.39 F1 · shares: The shares will vest 50% on February 28, 2019 and 100% on February 28, 2020. 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.