Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVNET INCAVT · Entity 3687 | Director · CEO | January 02, 2020 | January 06, 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.
AVNET INC
Report date January 02, 2020 · Filed January 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 149,714.0652 |
Reported balance
After 2020-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-01-02 · Tax withholding · Disposed 12,952 · Balance 149,714.0652 F1: Surrendered shares to pay taxes applicable to the issuance of shares upon the vesting of Restricted Stock Units. F2: Includes 55,888 shares underlying Restricted Stock Units allocated but not yet vested or delivered. |
Filing footnotes · ownership attribution and instrument terms
F1: Surrendered shares to pay taxes applicable to the issuance of shares upon the vesting of Restricted Stock Units.
F2: Includes 55,888 shares underlying Restricted Stock Units allocated but not yet vested or delivered.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
S&P Global Inc.
Report date May 05, 2022 · Filed May 09, 2022
Section 16 reporting ended · disclosed 2022-05-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,522.05 |
Reported balance
After 2022-05-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-05 · Grant · Acquired 195.55 · Balance 1,522.05 F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 05/05/2022, the first business day following the day Mr. Amelio ceased to be a director of the S&P Global board. F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Mr. Amelio's service as a director of the S&P Global board ceased on 05/04/2022. |
| Common StockSEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2022-05-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 400 |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 05/05/2022, the first business day following the day Mr. Amelio ceased to be a director of the S&P Global board.
F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Mr. Amelio's service as a director of the S&P Global board ceased on 05/04/2022.
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 |
|---|---|---|---|---|---|---|
| May 05, 2022 Filed May 9, 2022 23:18 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 195.55 | $346.90 Strike: $0.00 | $67,836.30 |
DisclosureSEC source: 0000064040-22-000119 · wf-form4_165213830575659.xml · derivative · entry 2 William Amelio J. · CIK 0001179971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,522.05 Underlying: Common Stock · 195.55 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 05/05/2022, the first business day following the day Mr. Amelio ceased to be a director of the S&P Global board. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Mr. Amelio's service as a director of the S&P Global board ceased on 05/04/2022. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Mr. Amelio's service as a director of the S&P Global board ceased on 05/04/2022. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 17:24 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 355.8 | $461.10 Strike: $0.00 | $164,059.38 |
DisclosureSEC source: 0000064040-22-000045 · wf-form4_164140347320358.xml · derivative · entry 2 William Amelio J. · CIK 0001179971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,326.5 Underlying: Common Stock · 355.8 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/03/2022. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 23:21 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 487.86 | $333.25 Strike: $0.00 | $162,579.35 |
DisclosureSEC source: 0000064040-21-000029 · wf-form4_160997529772657.xml · derivative · entry 2 William Amelio J. · CIK 0001179971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 970.7 Underlying: Common Stock · 487.86 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/04/2021. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 18:52 UTC | AVNET INC AVT · Entity 3687 | Tax withholdingCommon Stock | 12,952 | $42.57 | $551,366.64 |
DisclosureSEC source: 0001127602-20-001044 · form4.xml · nonDerivative · entry 1 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,714.0652 F1 · shares: Surrendered shares to pay taxes applicable to the issuance of shares upon the vesting of Restricted Stock Units. F2 · balance_after: Includes 55,888 shares underlying Restricted Stock Units allocated but not yet vested or delivered. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:15 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 482.84 | $277.84 Strike: $0.00 | $134,152.27 |
DisclosureSEC source: 0000064040-20-000030 · wf-form4_157835253565687.xml · derivative · entry 2 William Amelio J. · CIK 0001179971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482.84 Underlying: Common Stock · 482.84 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2020. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| August 28, 2019 Filed Aug 30, 2019 17:35 UTC | AVNET INC AVT · Entity 3687 | Tax withholdingCommon Stock | 7,323 | $39.90 | $292,187.70 |
DisclosureSEC source: 0001127602-19-027619 · form4.xml · nonDerivative · entry 2 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,666.0652 F2 · shares: Shares surrendered to satisfy tax withholding. F3 · balance_after: Includes 92,590 shares underlying Restricted Stock Units allocated but not yet vested or delivered. Read SEC document |
| August 28, 2019 Filed Aug 30, 2019 17:35 UTC | AVNET INC AVT · Entity 3687 | GrantCommon Stock | 16,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027619 · form4.xml · nonDerivative · entry 1 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,989.0652 F1 · shares: Consists of shares issued in settlement of earned and vested Performance Share Units, previously granted as part of the long-term incentive award for fiscal 2017. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 16:51 UTC | AVNET INC AVT · Entity 3687 | GrantEmployee Stock Option (Right to Buy) · Derivative | 153,592 | $0.00 Strike: $39.72 | $0.00 |
DisclosureSEC source: 0001127602-19-026840 · form4.xml · derivative · entry 2 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,592 Underlying: Common Stock · 153,592 shares Expires 2029-08-13 F4 · shares: Granted as part of the long-term incentive award for fiscal 2020. F5 · derivative.exercise_date: The Option is exercisable in four equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 16:51 UTC | AVNET INC AVT · Entity 3687 | GrantCommon Stock | 40,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-026840 · form4.xml · nonDerivative · entry 1 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,515.0652 F1 · shares: Consists of Restricted Stock Units granted as part of the long-term incentive award for fiscal 2020. F2 · balance_after: Includes 92,590 shares underlying Restricted Stock Units allocated but not yet vested or delivered. F3 · balance_after: Includes shares acquired under Avnet's Employee Stock Purchase Plan: 295 shares on January 31, 2019; 279 shares on February 28, 2019; and 60 shares on March 29, 2019. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 18:34 UTC | AVNET INC AVT · Entity 3687 | Tax withholdingCommon Stock | 7,978 | $35.70 | $284,814.60 |
DisclosureSEC source: 0001127602-19-001131 · form4.xml · nonDerivative · entry 1 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,843 F1 · shares: Surrendered shares to pay taxes applicable to the issuance of shares upon the vesting of Restricted Stock Units. F2 · balance_after: Includes 51,678 shares underlying Restricted Stock Units allocated but not yet vested or delivered. Read SEC document |
| August 28, 2018 Filed Aug 31, 2018 00:10 UTC | AVNET INC AVT · Entity 3687 | GrantEmployee Stock Option (Right to Buy) · Derivative | 115,168 | $0.00 Strike: $48.62 | $0.00 |
DisclosureSEC source: 0001127602-18-026544 · form4.xml · derivative · entry 3 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,168 Underlying: Common Stock · 115,168 shares Expires 2028-08-27 F2 · derivative.exercise_date: The option is exercisable in four equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| August 28, 2018 Filed Aug 31, 2018 00:10 UTC | AVNET INC AVT · Entity 3687 | GrantCommon Stock | 33,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-026544 · form4.xml · nonDerivative · entry 1 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,482 F1 · balance_after: Includes 78,152 shares as to which the Reporting Person disclaims beneficial ownership for incentive shares allotted but not yet delivered. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:17 UTC | AVNET INC AVT · Entity 3687 | Tax withholdingCommon Stock | 6,035 | $39.89 | $240,736.15 |
DisclosureSEC source: 0001127602-18-001159 · form4.xml · nonDerivative · entry 1 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,918 F1 · shares: Surrender of shares to pay taxes applicable to the vesting of incentive shares. F2 · balance_after: Includes 44,728 shares as to which the Reporting Person disclaims beneficial ownership for incentive shares allotted but not yet delivered. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 21:38 UTC | AVNET INC AVT · Entity 3687 | PurchaseCommon Stock | 3,000 | $39.16 | $117,480.00 |
DisclosureSEC source: 0001127602-17-034493 · form4.xml · nonDerivative · entry 1 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,953 F1 · balance_after: Includes 62,846 shares as to which the Reporting Person disclaims beneficial ownership for incentive shares allotted but not yet delivered. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 21:05 UTC | AVNET INC AVT · Entity 3687 | GrantEmployee Stock Option (Right to Buy) · Derivative | 113,948 | $0.00 Strike: $36.80 | $0.00 |
DisclosureSEC source: 0001127602-17-025580 · form4.xml · derivative · entry 2 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,948 Underlying: Common Stock · 113,948 shares Expires 2027-08-09 F2 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 21:05 UTC | AVNET INC AVT · Entity 3687 | GrantCommon Stock | 33,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025580 · form4.xml · nonDerivative · entry 1 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,953 F1 · balance_after: Includes 62,846 shares as to which the Reporting Person disclaims beneficial ownership for incentive shares allotted but not yet delivered; and 860 shares acquired under the Avnet, Inc. Employee Stock Purchase Plan from 12/31/16 - 03/31/17. Read SEC document |
| January 11, 2017 Filed Jan 12, 2017 21:03 UTC | AVNET INC AVT · Entity 3687 | Tax withholdingCommon Stock | 9,103 | $46.90 | $426,930.70 |
DisclosureSEC source: 0001127602-17-001599 · form4.xml · nonDerivative · entry 1 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,125 F1 · shares: Surrender of shares to pay taxes applicable to the vesting of incentive shares. F2 · balance_after: Includes 28,878 shares as to which the Reporting Person disclaims beneficial ownership for incentive shares allotted but not yet delivered. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 21:05 UTC | AVNET INC AVT · Entity 3687 | GrantEmployee Stock Option (Right to Buy) · Derivative | 91,908 | $0.00 Strike: $47.61 | $0.00 |
DisclosureSEC source: 0001127602-17-000186 · form4.xml · derivative · entry 2 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,908 Underlying: Common Stock · 91,908 shares Expires 2026-12-31 F3 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on August 11, 2017. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 21:05 UTC | AVNET INC AVT · Entity 3687 | GrantCommon Stock | 28,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000186 · form4.xml · nonDerivative · entry 1 William Amelio J. · CIK 0001179971 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,228 F1 · price: Incentive stock grant will vest in three equal annual installments beginning on January 2, 2018. F2 · balance_after: Includes 54,651 shares as to which the Reporting Person disclaims beneficial ownership for incentive shares allotted but not yet delivered. 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.