Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| S&P Global Inc.SPGI · Entity 2879 | President, Market Intelligence | August 01, 2024 | August 05, 2024 |
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.
S&P Global Inc.
Report date August 01, 2024 · Filed August 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,636 |
Reported balance
After 2024-08-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-08-01 · Sale · Disposed 7,100 · Balance 36,636 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $486.61 to $487.45, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. F2: 16,351 shares previously reported as indirectly beneficially owned by grantor retained annuity trust were transferred back to the direct holdings of the reporting person in satisfaction of annuity payments since his last Form 4 filing. |
| Common StockSEC Table I · non-derivative | Direct | 33,136 |
Reported balance
After 2024-08-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-08-01 · Sale · Disposed 3,500 · Balance 33,136 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $487.61 to $488.12, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) to this Form 4. |
| Common StockSEC Table I · non-derivative | Direct | 26,736 |
Reported balance
After 2024-08-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2024-08-01 · Sale · Disposed 6,400 · Balance 26,736 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $490.00 to $490.30, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 7,398 |
Reported balance
Holding disclosure · report date 2024-08-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,398 F2: 16,351 shares previously reported as indirectly beneficially owned by grantor retained annuity trust were transferred back to the direct holdings of the reporting person in satisfaction of annuity payments since his last Form 4 filing. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 850 |
Reported balance
Holding disclosure · report date 2024-08-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 850 F5: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F6: As previously reported, the reporting person was granted 2,496 restricted stock units on 03/01/2022, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2022 and 33% on 12/31/2023 and the remaining 34% will vest on 12/31/2024. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,934 |
Reported balance
Holding disclosure · report date 2024-08-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,934 F5: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F7: As previously reported, the reporting person was granted 2,886 restricted stock units on 03/01/2023, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2023 and will vest 33% on 12/31/2024 and 34% on 12/31/2025. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,619 |
Reported balance
Holding disclosure · report date 2024-08-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,619 F5: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F8: As previously reported, the reporting person was granted 2,619 restricted stock units on 03/01/2024, subject to 3-year vesting. The restricted stock units will vest 33% on 12/31/2024, 33% on 12/31/2025 and 34% on 12/31/2026. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $486.61 to $487.45, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4.
F2: 16,351 shares previously reported as indirectly beneficially owned by grantor retained annuity trust were transferred back to the direct holdings of the reporting person in satisfaction of annuity payments since his last Form 4 filing.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $487.61 to $488.12, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) to this Form 4.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $490.00 to $490.30, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4.
F5: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock.
F6: As previously reported, the reporting person was granted 2,496 restricted stock units on 03/01/2022, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2022 and 33% on 12/31/2023 and the remaining 34% will vest on 12/31/2024. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date.
F7: As previously reported, the reporting person was granted 2,886 restricted stock units on 03/01/2023, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2023 and will vest 33% on 12/31/2024 and 34% on 12/31/2025. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date.
F8: As previously reported, the reporting person was granted 2,619 restricted stock units on 03/01/2024, subject to 3-year vesting. The restricted stock units will vest 33% on 12/31/2024, 33% on 12/31/2025 and 34% on 12/31/2026. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
IHS Markit Ltd.
Report date February 28, 2022 · Filed March 02, 2022
Section 16 reporting ended · disclosed 2022-03-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-02-28 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-02-28 · Disposition to issuer · Disposed 145,729 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of November 29, 2020, as amended on January 20, 2021, by and among the issuer, S&P Global Inc. ("S&P Global") and Sapphire Subsidiary, Ltd. (the "Merger Agreement"). F2: Excludes shares underlying equity awards. F3: Each common share was converted pursuant to the Merger Agreement into the right to receive 0.2838 (the "Exchange Ratio") fully paid and nonassessable shares of common stock, par value $1.00 per share, of S&P Global ("S&P Global Common Stock"), with cash payable in lieu of any fractional shares. Each equity award was converted pursuant to the Merger Agreement into an equivalent award in respect of S&P Global Common Stock based on the Exchange Ratio, with the same terms and conditions as those that applied immediately prior to the consummation of the merger, except that outstanding performance-based restricted stock units were converted based on target performance and all performance-vesting conditions lapsed with respect thereto. |
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-02-28 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-02-28 · Disposition to issuer · Disposed 46,485 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of November 29, 2020, as amended on January 20, 2021, by and among the issuer, S&P Global Inc. ("S&P Global") and Sapphire Subsidiary, Ltd. (the "Merger Agreement"). F4: Represents shares underlying equity awards (including shares underlying performance-based restricted stock units based on target performance). F3: Each common share was converted pursuant to the Merger Agreement into the right to receive 0.2838 (the "Exchange Ratio") fully paid and nonassessable shares of common stock, par value $1.00 per share, of S&P Global ("S&P Global Common Stock"), with cash payable in lieu of any fractional shares. Each equity award was converted pursuant to the Merger Agreement into an equivalent award in respect of S&P Global Common Stock based on the Exchange Ratio, with the same terms and conditions as those that applied immediately prior to the consummation of the merger, except that outstanding performance-based restricted stock units were converted based on target performance and all performance-vesting conditions lapsed with respect thereto. |
| Common SharesSEC Table I · non-derivative | Indirectby Adam J. Kansler 2022 GRAT | 0 |
Reported balance
After 2022-02-28 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-02-28 · Disposition to issuer · Disposed 83,685 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of November 29, 2020, as amended on January 20, 2021, by and among the issuer, S&P Global Inc. ("S&P Global") and Sapphire Subsidiary, Ltd. (the "Merger Agreement"). F2: Excludes shares underlying equity awards. F3: Each common share was converted pursuant to the Merger Agreement into the right to receive 0.2838 (the "Exchange Ratio") fully paid and nonassessable shares of common stock, par value $1.00 per share, of S&P Global ("S&P Global Common Stock"), with cash payable in lieu of any fractional shares. Each equity award was converted pursuant to the Merger Agreement into an equivalent award in respect of S&P Global Common Stock based on the Exchange Ratio, with the same terms and conditions as those that applied immediately prior to the consummation of the merger, except that outstanding performance-based restricted stock units were converted based on target performance and all performance-vesting conditions lapsed with respect thereto. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of November 29, 2020, as amended on January 20, 2021, by and among the issuer, S&P Global Inc. ("S&P Global") and Sapphire Subsidiary, Ltd. (the "Merger Agreement").
F2: Excludes shares underlying equity awards.
F3: Each common share was converted pursuant to the Merger Agreement into the right to receive 0.2838 (the "Exchange Ratio") fully paid and nonassessable shares of common stock, par value $1.00 per share, of S&P Global ("S&P Global Common Stock"), with cash payable in lieu of any fractional shares. Each equity award was converted pursuant to the Merger Agreement into an equivalent award in respect of S&P Global Common Stock based on the Exchange Ratio, with the same terms and conditions as those that applied immediately prior to the consummation of the merger, except that outstanding performance-based restricted stock units were converted based on target performance and all performance-vesting conditions lapsed with respect thereto.
F4: Represents shares underlying equity awards (including shares underlying performance-based restricted stock units based on target performance).
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 |
|---|---|---|---|---|---|---|
| January 19, 2018 Filed Jan 23, 2018 17:18 UTC | IHS Markit Ltd. INFO · Entity 129710 | SaleCommon Shares | 50,000 | $48.00 | $2,400,000.00 |
DisclosureSEC source: 0001598014-18-000023 · wf-form4_151674591412622.xml · nonDerivative · entry 2 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,612 F1 · kind: Sold pursuant to the reporting person's previously adopted Rule 10b5-1 trading plan. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 17:18 UTC | IHS Markit Ltd. INFO · Entity 129710 | Exercise / conversionCommon Shares | 50,000 | $20.31 | $1,015,500.00 |
DisclosureSEC source: 0001598014-18-000023 · wf-form4_151674591412622.xml · nonDerivative · entry 1 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,612 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 |
| January 01, 2018 Filed Jan 3, 2018 17:12 UTC | IHS Markit Ltd. INFO · Entity 129710 | Tax withholdingCommon Shares | 9,521 | $45.15 | $429,873.15 |
DisclosureSEC source: 0001598014-18-000013 · wf-form4_151501752078837.xml · nonDerivative · entry 1 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,612 F1 · kind: Represents shares repurchased by the company for taxes upon vesting of restricted stock awards. Read SEC document |
| May 08, 2017 Filed May 10, 2017 16:08 UTC | IHS Markit Ltd. INFO · Entity 129710 | Exercise / conversionStock Option (right to buy) · Derivative | 1,406 | $0.00 Strike: $20.31 | $0.00 |
DisclosureSEC source: 0001598014-17-000099 · wf-form4_149444690944549.xml · derivative · entry 3 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,406 shares Expires 2017-12-31 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: 57,580 stock options vested in three annual installments beginning on January 1, 2012 and 40,690 stock options vested in one installment on June 19, 2016 and are fully vested. Read SEC document |
| May 08, 2017 Filed May 10, 2017 16:08 UTC | IHS Markit Ltd. INFO · Entity 129710 | SaleCommon Shares | 1,406 | $44.00 | $61,864.00 |
DisclosureSEC source: 0001598014-17-000099 · wf-form4_149444690944549.xml · nonDerivative · entry 2 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,133 F1 · kind: Sold pursuant to the reporting person's previously adopted Rule 10b5-1 trading plan. Read SEC document |
| May 08, 2017 Filed May 10, 2017 16:08 UTC | IHS Markit Ltd. INFO · Entity 129710 | Exercise / conversionCommon Shares | 1,406 | $20.31 | $28,555.86 |
DisclosureSEC source: 0001598014-17-000099 · wf-form4_149444690944549.xml · nonDerivative · entry 1 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,539 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 26, 2017 Filed Apr 28, 2017 17:37 UTC | IHS Markit Ltd. INFO · Entity 129710 | Exercise / conversionStock Option (right to buy) · Derivative | 56,174 | $0.00 Strike: $20.31 | $0.00 |
DisclosureSEC source: 0001598014-17-000097 · wf-form4_149341544999189.xml · derivative · entry 3 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,406 Underlying: Common Shares · 56,174 shares Expires 2017-12-31 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: 57,580 stock options vested in three annual installments beginning on January 1, 2012 and 40,690 stock options vested in one installment on June 19, 2016 and are fully vested. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 17:37 UTC | IHS Markit Ltd. INFO · Entity 129710 | SaleCommon Shares | 56,174 | $44.00 | $2,471,656.00 |
DisclosureSEC source: 0001598014-17-000097 · wf-form4_149341544999189.xml · nonDerivative · entry 2 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,133 F1 · kind: Sold pursuant to the reporting person's previously adopted Rule 10b5-1 trading plan. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 17:37 UTC | IHS Markit Ltd. INFO · Entity 129710 | Exercise / conversionCommon Shares | 56,174 | $20.31 | $1,140,893.94 |
DisclosureSEC source: 0001598014-17-000097 · wf-form4_149341544999189.xml · nonDerivative · entry 1 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,307 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 31, 2017 Filed Apr 4, 2017 16:35 UTC | IHS Markit Ltd. INFO · Entity 129710 | Exercise / conversionStock Option (right to buy) · Derivative | 40,690 | $0.00 Strike: $20.31 | $0.00 |
DisclosureSEC source: 0001598014-17-000071 · wf-form4_149133808295572.xml · derivative · entry 3 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 40,690 shares Expires 2017-12-31 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_date: These options all vested on June 19, 2016. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 16:35 UTC | IHS Markit Ltd. INFO · Entity 129710 | SaleCommon Shares | 40,690 | $42.00 | $1,708,980.00 |
DisclosureSEC source: 0001598014-17-000071 · wf-form4_149133808295572.xml · nonDerivative · entry 2 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,133 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 16:35 UTC | IHS Markit Ltd. INFO · Entity 129710 | Exercise / conversionCommon Shares | 40,690 | $20.31 | $826,413.90 |
DisclosureSEC source: 0001598014-17-000071 · wf-form4_149133808295572.xml · nonDerivative · entry 1 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,823 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 |
| February 01, 2017 Filed Feb 3, 2017 19:19 UTC | IHS Markit Ltd. INFO · Entity 129710 | GrantCommon Shares | 17,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001598014-17-000041 · wf-form4_148616753024876.xml · nonDerivative · entry 1 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,133 Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 16:17 UTC | IHS Markit Ltd. INFO · Entity 129710 | Tax withholdingCommon Shares | 15,550 | $35.41 | $550,625.50 |
DisclosureSEC source: 0001598014-17-000005 · wf-form4_148356462314242.xml · nonDerivative · entry 1 Kansler Adam Jason · CIK 0001678887 · EVP, Financial Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,022 F1 · kind: Represents shares withheld for taxes upon vesting of a restricted stock award. 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.