Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AECOMACM · Entity 3602 | Group President, Design and Co | December 15, 2019 | December 18, 2019 |
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.
AECOM
Report date December 15, 2019 · Filed December 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,460 |
Ending reported balance
After 2019-12-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-12-15 · Exercise / conversion · Acquired 6,814 · Balance 6,814 F1: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2019, 6,814 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. Row 2 · 2019-12-15 · Tax withholding · Disposed 3,520 · Balance 3,294 F1: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2019, 6,814 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. Row 3 · 2019-12-15 · Grant · Acquired 4,166 · Balance 7,460 F2: Shares acquired pursuant to AECOM's Performance Earnings Program under 2016 Stock Incentive Plan. F3: Pursuant to the terms of AECOM's Performance Earnings Program, the calculation to determine the number of shares awarded under the Program was performed using a per share value equal to the closing price on December 15, 2019. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-12-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-12-15 · Exercise / conversion · Disposed 6,814 · Balance 0 F1: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2019, 6,814 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 9,290 |
Reported balance
After 2019-12-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-12-15 · Grant · Acquired 9,290 · Balance 9,290 F4: Each restricted stock unit represents a contingent right to receive one share of AECOM common stock. F5: The restricted stock units vest in December 2022. |
| Common StockSEC Table I · non-derivative | Indirectby Merrill Lynch under AECOM Retirement & Savings Plan (RSP) | 242.6279 |
Reported balance
Holding disclosure · report date 2019-12-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 242.6279 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2019, 6,814 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding.
F2: Shares acquired pursuant to AECOM's Performance Earnings Program under 2016 Stock Incentive Plan.
F3: Pursuant to the terms of AECOM's Performance Earnings Program, the calculation to determine the number of shares awarded under the Program was performed using a per share value equal to the closing price on December 15, 2019.
F4: Each restricted stock unit represents a contingent right to receive one share of AECOM common stock.
F5: The restricted stock units vest in December 2022.
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 |
|---|---|---|---|---|---|---|
| December 15, 2019 Filed Dec 18, 2019 01:46 UTC | AECOM ACM · Entity 3602 | GrantRestricted Stock Unit · Derivative | 9,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-012964 · edgar.xml · derivative · entry 6 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,290 Underlying: Common Stock · 9,290 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AECOM common stock. F5 · derivative.exercise_date: The restricted stock units vest in December 2022. F5 · derivative.expiration_date: The restricted stock units vest in December 2022. Read SEC document |
| December 15, 2019 Filed Dec 18, 2019 01:46 UTC | AECOM ACM · Entity 3602 | Exercise / conversionRestricted Stock Unit · Derivative | 6,814 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-012964 · edgar.xml · derivative · entry 5 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,814 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. F1 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2019, 6,814 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. F1 · price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2019, 6,814 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. F1 · derivative.expiration_date: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2019, 6,814 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. Read SEC document |
| December 15, 2019 Filed Dec 18, 2019 01:46 UTC | AECOM ACM · Entity 3602 | GrantCommon Stock | 4,166 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-012964 · edgar.xml · nonDerivative · entry 3 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,460 F2 · kind: Shares acquired pursuant to AECOM's Performance Earnings Program under 2016 Stock Incentive Plan. F3 · price: Pursuant to the terms of AECOM's Performance Earnings Program, the calculation to determine the number of shares awarded under the Program was performed using a per share value equal to the closing price on December 15, 2019. Read SEC document |
| December 15, 2019 Filed Dec 18, 2019 01:46 UTC | AECOM ACM · Entity 3602 | Tax withholdingCommon Stock | 3,520 | $38.16 | $134,323.20 |
DisclosureSEC source: 0001179110-19-012964 · edgar.xml · nonDerivative · entry 2 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,294 F1 · price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2019, 6,814 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. Read SEC document |
| December 15, 2019 Filed Dec 18, 2019 01:46 UTC | AECOM ACM · Entity 3602 | Exercise / conversionCommon Stock | 6,814 | $38.16 | $260,022.24 |
DisclosureSEC source: 0001179110-19-012964 · edgar.xml · nonDerivative · entry 1 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,814 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 represented a contingent right to receive one share of AECOM common stock. On December 15, 2019, 6,814 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. Read SEC document |
| November 15, 2019 Filed Nov 20, 2019 02:30 UTC | AECOM ACM · Entity 3602 | SaleCommon Stock | 28,160 | $43.12 | $1,214,309.89 |
DisclosureSEC source: 0001179110-19-011886 · edgar.xml · nonDerivative · entry 1 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $43.03 to $43.22. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 15, 2018 Filed Dec 19, 2018 01:53 UTC | AECOM ACM · Entity 3602 | GrantRestricted Stock Unit · Derivative | 14,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-014102 · edgar.xml · derivative · entry 6 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,546 Underlying: Common Stock · 14,546 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AECOM common stock. F5 · derivative.exercise_date: The restricted stock units vest in December 2021. F5 · derivative.expiration_date: The restricted stock units vest in December 2021. Read SEC document |
| December 15, 2018 Filed Dec 19, 2018 01:53 UTC | AECOM ACM · Entity 3602 | Exercise / conversionRestricted Stock Unit · Derivative | 10,027 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-014102 · edgar.xml · derivative · entry 5 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,027 Underlying: Common Stock · 10,027 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. F1 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2018, 10,027 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. F1 · price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2018, 10,027 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. F1 · derivative.expiration_date: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2018, 10,027 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. Read SEC document |
| December 15, 2018 Filed Dec 19, 2018 01:53 UTC | AECOM ACM · Entity 3602 | GrantCommon Stock | 6,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-014102 · edgar.xml · nonDerivative · entry 3 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,160 F2 · kind: Shares acquired pursuant to AECOM's Performance Earnings Program under 2006 Stock Incentive Plan. F3 · price: Pursuant to the terms of AECOM's Performance Earnings Program, the calculation to determine the number of shares awarded under the Program was performed using a per share value equal to the closing price on December 15, 2018. Read SEC document |
| December 15, 2018 Filed Dec 19, 2018 01:53 UTC | AECOM ACM · Entity 3602 | Tax withholdingCommon Stock | 4,972 | $27.91 | $138,768.52 |
DisclosureSEC source: 0001179110-18-014102 · edgar.xml · nonDerivative · entry 2 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,841 F1 · price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2018, 10,027 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. Read SEC document |
| December 15, 2018 Filed Dec 19, 2018 01:53 UTC | AECOM ACM · Entity 3602 | Exercise / conversionCommon Stock | 10,027 | $27.91 | $279,853.57 |
DisclosureSEC source: 0001179110-18-014102 · edgar.xml · nonDerivative · entry 1 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,813 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 represented a contingent right to receive one share of AECOM common stock. On December 15, 2018, 10,027 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 02:53 UTC | AECOM ACM · Entity 3602 | GrantRestricted Stock Unit · Derivative | 10,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-015563 · edgar.xml · derivative · entry 5 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,832 Underlying: Common Stock · 10,832 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AECOM common stock. F5 · derivative.exercise_date: The restricted stock units vest in December 2020. F5 · derivative.expiration_date: The restricted stock units vest in December 2020. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 02:53 UTC | AECOM ACM · Entity 3602 | Exercise / conversionRestricted Stock Unit · Derivative | 8,486 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-015563 · edgar.xml · derivative · entry 4 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,486 Underlying: Common Stock · 8,486 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. F1 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2017, 8,486 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withiholding. F1 · price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2017, 8,486 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withiholding. F1 · derivative.expiration_date: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2017, 8,486 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withiholding. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 02:53 UTC | AECOM ACM · Entity 3602 | GrantCommon Stock | 9,326 | $36.93 | $344,409.18 |
DisclosureSEC source: 0001179110-17-015563 · edgar.xml · nonDerivative · entry 3 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,786 F2 · kind: Shares acquired pursuant to AECOM's Performance Earnings Program under 2006 Stock Incentive Plan. F3 · price: Pursuant to the terms of AECOM's Performance Earnings Program, the calculation to determine the number of shares awarded under the Program was performed using a per share value equal to the closing price on December 15, 2017. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 02:53 UTC | AECOM ACM · Entity 3602 | Tax withholdingCommon Stock | 1,026 | $36.93 | $37,890.18 |
DisclosureSEC source: 0001179110-17-015563 · edgar.xml · nonDerivative · entry 2 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,460 F1 · price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2017, 8,486 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withiholding. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 02:53 UTC | AECOM ACM · Entity 3602 | Exercise / conversionCommon Stock | 8,486 | $36.93 | $313,387.98 |
DisclosureSEC source: 0001179110-17-015563 · edgar.xml · nonDerivative · entry 1 Morriss Steve · CIK 0001723103 · Group President, Design and Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,486 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 represented a contingent right to receive one share of AECOM common stock. On December 15, 2017, 8,486 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withiholding. 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.