Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COOPER TIRE & RUBBER COCTB · Entity 138569 | Director | February 27, 2020 | March 02, 2020 |
| LEAR CORPLEA · Entity 3623 | Director | May 21, 2020 | May 22, 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.
COOPER TIRE & RUBBER CO
Report date February 27, 2020 · Filed March 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 19,610.1795 |
Reported balance
After 2020-02-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-02-27 · Other · Disposed 45,756.82 · Balance 19,610.1795 F1: One-for-One F2: The phantom stock units were accrued under the Cooper Tire & Rubber Company 2014 Incentive Compensation Plan and are to be settled in cash upon the reporting person's termination of service as a director, unless otherwise elected. F3: Includes 717.92 dividend equivalents since reporting persons last report. |
Filing footnotes · ownership attribution and instrument terms
F1: One-for-One
F2: The phantom stock units were accrued under the Cooper Tire & Rubber Company 2014 Incentive Compensation Plan and are to be settled in cash upon the reporting person's termination of service as a director, unless otherwise elected.
F3: Includes 717.92 dividend equivalents since reporting persons last report.
LEAR CORP
Report date May 21, 2020 · Filed May 22, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 14,112 |
Reported balance
After 2020-05-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-05-21 · Grant · Acquired 1,508 · Balance 14,112 F1: Converts into common stock of Lear Corporation on a 1-for-1 basis. F2: The restricted stock units were granted on May 21, 2020 pursuant to the Lear Corporation 2019 Long-Term Stock Incentive Plan. The restricted stock units vest on the earlier of (i) the first anniversary of the grant date and (ii) the date of the next annual meeting of stockholders following the grant date. Settlement of the restricted stock units has been deferred, pursuant to an election under the Lear Corporation Outside Directors Compensation Plan, until the earlier of Mr. Capo's retirement as a director of Lear Corporation or a change in control of Lear Corporation. |
Filing footnotes · ownership attribution and instrument terms
F1: Converts into common stock of Lear Corporation on a 1-for-1 basis.
F2: The restricted stock units were granted on May 21, 2020 pursuant to the Lear Corporation 2019 Long-Term Stock Incentive Plan. The restricted stock units vest on the earlier of (i) the first anniversary of the grant date and (ii) the date of the next annual meeting of stockholders following the grant date. Settlement of the restricted stock units has been deferred, pursuant to an election under the Lear Corporation Outside Directors Compensation Plan, until the earlier of Mr. Capo's retirement as a director of Lear Corporation or a change in control of Lear Corporation.
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 |
|---|---|---|---|---|---|---|
| May 21, 2020 Filed May 22, 2020 14:51 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031567 · doc4.xml · derivative · entry 1 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,112 Underlying: Common Stock · 1,508 shares Expires not disclosed F1 · derivative.exercise_price: Converts into common stock of Lear Corporation on a 1-for-1 basis. F2 · derivative.exercise_date: The restricted stock units were granted on May 21, 2020 pursuant to the Lear Corporation 2019 Long-Term Stock Incentive Plan. The restricted stock units vest on the earlier of (i) the first anniversary of the grant date and (ii) the date of the next annual meeting of stockholders following the grant date. Settlement of the restricted stock units has been deferred, pursuant to an election under the Lear Corporation Outside Directors Compensation Plan, until the earlier of Mr. Capo's retirement as a director of Lear Corporation or a change in control of Lear Corporation. F2 · derivative.expiration_date: The restricted stock units were granted on May 21, 2020 pursuant to the Lear Corporation 2019 Long-Term Stock Incentive Plan. The restricted stock units vest on the earlier of (i) the first anniversary of the grant date and (ii) the date of the next annual meeting of stockholders following the grant date. Settlement of the restricted stock units has been deferred, pursuant to an election under the Lear Corporation Outside Directors Compensation Plan, until the earlier of Mr. Capo's retirement as a director of Lear Corporation or a change in control of Lear Corporation. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 16:26 UTC | COOPER TIRE & RUBBER CO CTB · Entity 138569 | OtherPhantom Stock · Derivative | 45,756.82 | $25.94 | $1,186,931.91 |
DisclosureSEC source: 0001225208-20-003825 · doc4.xml · derivative · entry 1 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,610.1795 Underlying: Common Stock · 45,756.82 shares Expires not disclosed F1 · derivative.exercise_price: One-for-One F2 · derivative.exercise_date: The phantom stock units were accrued under the Cooper Tire & Rubber Company 2014 Incentive Compensation Plan and are to be settled in cash upon the reporting person's termination of service as a director, unless otherwise elected. F2 · derivative.expiration_date: The phantom stock units were accrued under the Cooper Tire & Rubber Company 2014 Incentive Compensation Plan and are to be settled in cash upon the reporting person's termination of service as a director, unless otherwise elected. F3 · balance_after: Includes 717.92 dividend equivalents since reporting persons last report. Read SEC document |
| May 16, 2019 Filed May 20, 2019 12:19 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 1,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-031214 · doc4.xml · derivative · entry 1 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,604 Underlying: Common Stock · 1,182 shares Expires not disclosed F1 · derivative.exercise_price: Converts into common stock of Lear Corporation on a 1-for-1 basis. F2 · derivative.exercise_date: The restricted stock units were granted on May 16, 2019 pursuant to the Lear Corporation 2019 Long-Term Stock Incentive Plan. The restricted stock units vest on the earlier of (i) the first anniversary of the grant date and (ii) the date of the next annual meeting of stockholders following the grant date. Settlement of the restricted stock units has been deferred, pursuant to an election under the Lear Corporation Outside Directors Compensation Plan, until the earlier of Mr. Capo's retirement as a director of Lear Corporation or a change in control of Lear Corporation. F2 · derivative.expiration_date: The restricted stock units were granted on May 16, 2019 pursuant to the Lear Corporation 2019 Long-Term Stock Incentive Plan. The restricted stock units vest on the earlier of (i) the first anniversary of the grant date and (ii) the date of the next annual meeting of stockholders following the grant date. Settlement of the restricted stock units has been deferred, pursuant to an election under the Lear Corporation Outside Directors Compensation Plan, until the earlier of Mr. Capo's retirement as a director of Lear Corporation or a change in control of Lear Corporation. Read SEC document |
| May 03, 2019 Filed May 7, 2019 19:06 UTC | COOPER TIRE & RUBBER CO CTB · Entity 138569 | GrantPhantom Stock · Derivative | 4,105.09 | $30.45 | $124,999.99 |
DisclosureSEC source: 0000899243-19-012438 · doc4.xml · derivative · entry 1 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,648.957 Underlying: Common Stock · 4,105.09 shares Expires not disclosed F1 · derivative.exercise_price: One-for-One F2 · derivative.exercise_date: The Phantom stock units were accrued under the Cooper Tire & Rubber Company 2014 Incentive Compensation Plan and are to be settled in cash upon the reporting person's termination of service as a director, unless otherwise elected or transferred into an alternative investment account. F2 · derivative.expiration_date: The Phantom stock units were accrued under the Cooper Tire & Rubber Company 2014 Incentive Compensation Plan and are to be settled in cash upon the reporting person's termination of service as a director, unless otherwise elected or transferred into an alternative investment account. F3 · balance_after: Includes 868.82 dividend equivalents since reporting persons last report. Read SEC document |
| May 17, 2018 Filed May 21, 2018 18:06 UTC | LEAR CORP LEA · Entity 3623 | GrantDeferred Stock Units · Derivative | 789 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-031707 · doc4.xml · derivative · entry 1 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,422 Underlying: Common Stock · 789 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit is equal in value to one share of Lear Corporation common stock F2 · derivative.exercise_date: The deferred stock units were accrued under the Lear Corporation Outside Directors Compensation Plan pursuant to a deferral election (with respect to the director's unrestricted stock grant) and are generally to be paid out in shares of Lear Corporation common stock following the earlier of either Mr. Capo's retirement as a director of Lear Corporation or a change in control of Lear Corporation. F2 · derivative.expiration_date: The deferred stock units were accrued under the Lear Corporation Outside Directors Compensation Plan pursuant to a deferral election (with respect to the director's unrestricted stock grant) and are generally to be paid out in shares of Lear Corporation common stock following the earlier of either Mr. Capo's retirement as a director of Lear Corporation or a change in control of Lear Corporation. Read SEC document |
| May 04, 2018 Filed May 7, 2018 15:09 UTC | COOPER TIRE & RUBBER CO CTB · Entity 138569 | GrantPhantom Stock · Derivative | 5,112.47 | $24.45 | $124,999.89 |
DisclosureSEC source: 0001225208-18-008761 · doc4.xml · derivative · entry 1 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,675.1695 Underlying: Common Stock · 5,112.47 shares Expires not disclosed F1 · derivative.exercise_price: One-for-One F2 · derivative.exercise_date: The phantom stock units were accrued under the Cooper Tire & Rubber Company 2014 Incentive Compensation Plan and are to be settled in cash upon the reporting person's termination of service as a director, unless otherwise elected or transferred into an alternative investment account. F2 · derivative.expiration_date: The phantom stock units were accrued under the Cooper Tire & Rubber Company 2014 Incentive Compensation Plan and are to be settled in cash upon the reporting person's termination of service as a director, unless otherwise elected or transferred into an alternative investment account. F3 · balance_after: Includes 664.372 dividend equivalents since reporting persons last report. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 18:46 UTC | LEAR CORP LEA · Entity 3623 | GiftCommon Stock | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066269 · doc4.xml · nonDerivative · entry 1 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140 Read SEC document |
| May 18, 2017 Filed May 22, 2017 13:23 UTC | LEAR CORP LEA · Entity 3623 | GrantDeferred Stock Units · Derivative | 1,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034110 · doc4.xml · derivative · entry 1 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,633 Underlying: Common Stock · 1,063 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit is equal in value to one share of Lear Corporation common stock F2 · derivative.exercise_date: The deferred stock units were accrued under the Lear Corporation Outside Directors Compensation Plan pursuant to a deferral election (with respect to the director's unrestricted stock grant) and are generally to be paid out in shares of Lear Corporation common stock following the earlier of either Mr. Capo's retirement as a director of Lear Corporation or a change in control of Lear Corporation. F2 · derivative.expiration_date: The deferred stock units were accrued under the Lear Corporation Outside Directors Compensation Plan pursuant to a deferral election (with respect to the director's unrestricted stock grant) and are generally to be paid out in shares of Lear Corporation common stock following the earlier of either Mr. Capo's retirement as a director of Lear Corporation or a change in control of Lear Corporation. Read SEC document |
| May 05, 2017 Filed May 9, 2017 13:03 UTC | COOPER TIRE & RUBBER CO CTB · Entity 138569 | GrantPhantom Stock · Derivative | 3,180.66 | $39.30 | $124,999.94 |
DisclosureSEC source: 0001225208-17-009347 · doc4.xml · derivative · entry 1 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,898.3275 Underlying: Common Stock · 3,180.66 shares Expires not disclosed F1 · derivative.exercise_price: One-for-One F2 · derivative.exercise_date: The phantom stock units were accrued under the Cooper Tire & Rubber Company 2014 Incentive Compensation Plan and are to be settled in cash upon the reporting person's termination of service as a director, unless otherwise elected or transferred into an alternative investment account. F2 · derivative.expiration_date: The phantom stock units were accrued under the Cooper Tire & Rubber Company 2014 Incentive Compensation Plan and are to be settled in cash upon the reporting person's termination of service as a director, unless otherwise elected or transferred into an alternative investment account. F3 · balance_after: Includes 571.897 dividend equivalents since reporting persons last report. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 21:20 UTC | LEAR CORP LEA · Entity 3623 | SaleCommon Stock | 1,500 | $146.31 | $219,462.00 |
DisclosureSEC source: 0001209191-17-020861 · doc4.xml · nonDerivative · entry 1 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345 Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 14:49 UTC | LEAR CORP LEA · Entity 3623 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153201 · doc4.xml · nonDerivative · entry 3 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,845 Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 14:49 UTC | LEAR CORP LEA · Entity 3623 | SaleCommon Stock | 400 | $131.82 | $52,728.00 |
DisclosureSEC source: 0001209191-16-153201 · doc4.xml · nonDerivative · entry 2 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,245 Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 14:49 UTC | LEAR CORP LEA · Entity 3623 | SaleCommon Stock | 600 | $131.81 | $79,088.40 |
DisclosureSEC source: 0001209191-16-153201 · doc4.xml · nonDerivative · entry 1 CAPO THOMAS P · CIK 0001163959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,645 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.