Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Director | May 03, 2022 | May 05, 2022 |
| Medtronic plcMDT · Entity 2888 | Director | May 03, 2021 | May 04, 2021 |
| ROYAL CARIBBEAN CRUISES LTDRCL · Entity 2975 | Director | May 28, 2026 | May 29, 2026 |
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.
AMERICAN EXPRESS CO
Report date May 03, 2022 · Filed May 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 24,874.3408 |
Reported balance
After 2022-05-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-03 · Grant · Acquired 1,218.1617 · Balance 24,874.3408 F1: Each Share Equivalent Unit reflects the value of one common share. F2: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Share Equivalent Unit reflects the value of one common share.
F2: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.
F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.
F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.
Medtronic plc
Report date May 03, 2021 · Filed May 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 21,779 |
Reported balance
After 2021-05-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-03 · Grant · Acquired 1,334 · Balance 21,779 F1: This restricted stock unit award will vest on the one year anniversary of the grant date. F2: This balance increased by 202 shares due to exempt transactions such as dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock unit award will vest on the one year anniversary of the grant date.
F2: This balance increased by 202 shares due to exempt transactions such as dividend reinvestment.
ROYAL CARIBBEAN CRUISES LTD
Report date May 28, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,933 |
Ending reported balance
After 2026-05-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-28 · Tax withholding · Disposed 78 · Balance 8,102 F1: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 05/28/2026. Row 2 · 2026-05-28 · Grant · Acquired 831 · Balance 8,933 F2: Represents shares of common stock underlying restricted stock units ("RSUs") granted pursuant to the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan, as amended. The shares underlying the RSUs vest the earlier of (i) May 28, 2027, or (ii) date of the Issuer's 2027 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 05/28/2026.
F2: Represents shares of common stock underlying restricted stock units ("RSUs") granted pursuant to the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan, as amended. The shares underlying the RSUs vest the earlier of (i) May 28, 2027, or (ii) date of the Issuer's 2027 Annual Meeting of Shareholders.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEALTHEQUITY, INC.
Report date August 01, 2017 · Filed August 02, 2017
Section 16 reporting ended · disclosed 2017-08-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,862 |
Ending reported balance
After 2017-08-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-08-01 · Exercise / conversion · Acquired 15,000 · Balance 45,862 Row 2 · 2017-08-01 · Exercise / conversion · Acquired 15,000 · Balance 60,862 Row 3 · 2017-08-01 · Exercise / conversion · Acquired 15,000 · Balance 75,862 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.27 · Expires 2026-02-01 | Direct | 0 |
Reported balance
After 2017-08-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-08-01 · Exercise / conversion · Disposed 1 · Balance 0 F2: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.39 · Expires 2025-03-26 | Direct | 0 |
Reported balance
After 2017-08-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-08-01 · Exercise / conversion · Disposed 1 · Balance 0 F2: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.00 · Expires 2024-07-30 | Direct | 0 |
Reported balance
After 2017-08-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-08-01 · Exercise / conversion · Disposed 1 · Balance 0 F2: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.40 · Expires 2027-02-01 | Direct | 4,837 |
Reported balance
Holding disclosure · report date 2017-08-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,837 F2: The option is immediately exercisable. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 13,767 |
Reported balance
Holding disclosure · report date 2017-08-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 13,767 F1: Shares held directly by Third Chapter, Inc. ("Third Chapter"), an entity controlled by the reporting person. The reporting person disclaims beneficial ownership of the shares held by Third Chapter except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Third Chapter for any other purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held directly by Third Chapter, Inc. ("Third Chapter"), an entity controlled by the reporting person. The reporting person disclaims beneficial ownership of the shares held by Third Chapter except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Third Chapter for any other purposes.
F2: The option is immediately exercisable.
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 28, 2026 Filed May 29, 2026 20:42 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | GrantCommon Stock | 831 | $0.00 | $0.00 |
DisclosureSEC source: 0001536118-26-000002 · wk-form4_1780087347.xml · nonDerivative · entry 2 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,933 F2 · shares: Represents shares of common stock underlying restricted stock units ("RSUs") granted pursuant to the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan, as amended. The shares underlying the RSUs vest the earlier of (i) May 28, 2027, or (ii) date of the Issuer's 2027 Annual Meeting of Shareholders. Read SEC document |
| May 28, 2026 Filed May 29, 2026 20:42 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 78 | $276.62 | $21,575.97 |
DisclosureSEC source: 0001536118-26-000002 · wk-form4_1780087347.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,102 F1 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 05/28/2026. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:07 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | GrantCommon Stock | 870 | $0.00 | $0.00 |
DisclosureSEC source: 0000884887-25-000120 · wk-form4_1748552858.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,180 F1 · shares: Represents shares of common stock underlying restricted stock units ("RSUs") granted pursuant to the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan, as amended. The shares underlying the RSUs vest the earlier of (i) May 28, 2026, or (ii) date of the Issuer's 2026 Annual Meeting of Shareholders. Read SEC document |
| February 08, 2024 Filed Feb 13, 2024 00:17 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | GrantCommon Stock | 2,372 | $0.00 | $0.00 |
DisclosureSEC source: 0000884887-24-000035 · wk-form4_1707783440.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,310 F1 · shares: Represents shares of common stock underlying restricted stock units granted pursuant to the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan, as amended. The shares underlying the RSUs vest the earlier of (i) May 29, 2025, or (ii) date of the Issuer's 2025 Annual Meeting of Shareholders. Read SEC document |
| February 09, 2023 Filed Feb 14, 2023 00:01 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | GrantCommon Stock | 2,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-002623 · doc1.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,938 F1 · shares: Represents shares of common stock underlying immediately vested restricted stock units ("RSUs") granted pursuant to the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan. The shares underlying the RSUs are issuable one year following the RSU grant date. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 1,218.1617 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013494 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,874.3408 Underlying: Common Stock · 1,218.1617 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 23:42 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | GrantCommon Stock | 2,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004527 · doc1.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,256 F1 · shares: Represents shares of common stock underlying immediately vested restricted stock units ("RSUs") granted pursuant to the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan. The shares underlying the RSUs are issuable one year following the RSU grant date. Read SEC document |
| May 04, 2021 Filed May 6, 2021 18:47 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 1,339.136 | $149.35 | $199,999.96 |
DisclosureSEC source: 0001127602-21-015671 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,428.988 Underlying: Common Stock · 1,339.136 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| May 03, 2021 Filed May 4, 2021 21:47 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 1,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-015318 · form4.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,779 F1 · kind: This restricted stock unit award will vest on the one year anniversary of the grant date. F2 · balance_after: This balance increased by 202 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:46 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 286.357 | $117.86 | $33,750.04 |
DisclosureSEC source: 0001127602-21-000788 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,016.0216 Underlying: Common Stock · 286.357 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 19:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 341.323 | $98.88 | $33,750.02 |
DisclosureSEC source: 0001127602-20-026173 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,649.3776 Underlying: Common Stock · 341.323 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 18:17 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 343.546 | $98.24 | $33,749.96 |
DisclosureSEC source: 0001127602-20-020809 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,218.2704 Underlying: Common Stock · 343.546 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| May 05, 2020 Filed May 7, 2020 18:54 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 2,325.58 | $86.00 | $199,999.88 |
DisclosureSEC source: 0001127602-20-015716 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,786.0319 Underlying: Common Stock · 2,325.58 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 22:21 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 1,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014689 · form4.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,243 F1 · kind: This restricted stock unit award will vest on the one year anniversary of the grant date. F2 · balance_after: This balance increased by 195 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:17 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 408.596 | $82.60 | $33,750.03 |
DisclosureSEC source: 0001127602-20-012618 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,460.4519 Underlying: Common Stock · 408.596 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:48 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 240.308 | $124.84 | $30,000.05 |
DisclosureSEC source: 0001127602-20-000768 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,993.3479 Underlying: Common Stock · 240.308 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 18:04 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 256.653 | $118.37 | $30,380.02 |
DisclosureSEC source: 0001127602-19-029625 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,690.4159 Underlying: Common Stock · 256.653 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 21:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 282.83 | $123.75 | $35,000.21 |
DisclosureSEC source: 0001127602-19-023650 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,380.04 Underlying: Common Stock · 282.83 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| May 07, 2019 Filed May 9, 2019 18:36 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 1,648.73 | $115.24 | $189,999.65 |
DisclosureSEC source: 0001127602-19-017872 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,046.517 Underlying: Common Stock · 1,648.73 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| April 29, 2019 Filed May 1, 2019 20:22 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 2,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016729 · form4.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,311 F1 · kind: This restricted stock unit award will vest on the one year anniversary of the grant date. F2 · balance_after: This balance increased by 219 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| April 29, 2019 Filed Jun 12, 2019 22:11 UTC Amendment | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 2,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-021492 · form4a.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,311 F1 · kind: This restricted stock unit award will vest on the one year anniversary of the grant date. F2 · balance_after: This balance increased by 219 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 19:35 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 316.943 | $110.43 | $35,000.02 |
DisclosureSEC source: 0001127602-19-014056 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,397.787 Underlying: Common Stock · 316.943 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 23:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 366.185 | $95.58 | $34,999.96 |
DisclosureSEC source: 0001127602-19-000970 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,024.781 Underlying: Common Stock · 366.185 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 21:25 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 320.22 | $109.30 | $35,000.05 |
DisclosureSEC source: 0001127602-18-029171 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,605.989 Underlying: Common Stock · 320.22 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 23:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 359.122 | $97.46 | $35,000.03 |
DisclosureSEC source: 0001127602-18-022744 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,236.716 Underlying: Common Stock · 359.122 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| May 07, 2018 Filed May 9, 2018 22:14 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 1,931.09 | $98.39 | $189,999.95 |
DisclosureSEC source: 0001127602-18-016824 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,836.492 Underlying: Common Stock · 1,931.09 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| April 30, 2018 Filed May 2, 2018 19:00 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 2,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015917 · form4.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,089 F1 · kind: This restricted stock unit award will vest on the one-year anniversary of the grant date. F2 · balance_after: This balance increased by 214 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 21:12 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 333.393 | $93.15 | $31,055.56 |
DisclosureSEC source: 0001127602-18-013791 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,905.402 Underlying: Common Stock · 333.393 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 22:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 303.092 | $98.98 | $30,000.05 |
DisclosureSEC source: 0001127602-18-000730 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,528.019 Underlying: Common Stock · 303.092 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 21:45 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 337.42 | $88.91 | $30,000.01 |
DisclosureSEC source: 0001127602-17-029037 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,183.074 Underlying: Common Stock · 337.42 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 22:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 1 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001140361-17-029923 · doc1.xml · derivative · entry 8 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2024-07-30 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: The option is immediately exercisable. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 22:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 1 | $0.00 Strike: $25.39 | $0.00 |
DisclosureSEC source: 0001140361-17-029923 · doc1.xml · derivative · entry 7 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2025-03-26 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: The option is immediately exercisable. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 22:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 1 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001140361-17-029923 · doc1.xml · derivative · entry 6 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2026-02-01 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: The option is immediately exercisable. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 22:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $14.00 | $210,000.00 |
DisclosureSEC source: 0001140361-17-029923 · doc1.xml · nonDerivative · entry 3 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,862 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 |
| August 01, 2017 Filed Aug 2, 2017 22:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $25.39 | $380,850.00 |
DisclosureSEC source: 0001140361-17-029923 · doc1.xml · nonDerivative · entry 2 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,862 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 |
| August 01, 2017 Filed Aug 2, 2017 22:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $21.27 | $319,050.00 |
DisclosureSEC source: 0001140361-17-029923 · doc1.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,862 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 |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 361.88 | $82.90 | $29,999.85 |
DisclosureSEC source: 0001127602-17-023093 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,804.766 Underlying: Common Stock · 361.88 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 26, 2017 Filed Jun 29, 2017 01:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-026543 · doc1.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,862 F1 · balance_after: Includes 217 shares underlying restricted stock units previously reported in Table II. Read SEC document |
| May 01, 2017 Filed May 3, 2017 19:52 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 2,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-016593 · form4.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,692 F1 · security: This balance increased by 201 shares due to exempt transactions such as dividend reinvestment. F2 · kind: This restricted stock unit award will vest on the one year anniversary of the grant date. Read SEC document |
| May 01, 2017 Filed May 3, 2017 18:14 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 2,108.626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-016544 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,409.114 Underlying: Common Stock · 2,108.626 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F2 · price: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:08 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 383.19 | $79.11 | $30,314.16 |
DisclosureSEC source: 0001127602-17-014023 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,300.488 Underlying: Common Stock · 383.19 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 02:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 9,675 | $0.00 Strike: $46.40 | $0.00 |
DisclosureSEC source: 0001140361-17-004440 · doc1.xml · derivative · entry 4 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,675 Underlying: Common Stock · 9,675 shares Expires 2027-02-01 F4 · derivative.exercise_date: The option becomes exercisable as to 4,837 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the remainder will become exercisable on January 31, 2018. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 02:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantRestricted Stock Unit · Derivative | 647 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004440 · doc1.xml · derivative · entry 3 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647 Underlying: Common Stock · 647 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest as to 215 shares on May 1, 2017 and in two equal installments of 216 shares on August 1, 2017 and November 1, 2017. Vested shares will be delivered to the reporting person upon vesting, unless such vesting does not occur during an "open window period," in which case the shares will be delivered promptly following the first day of the next "open window period." F3 · derivative.expiration_date: The restricted stock units vest as to 215 shares on May 1, 2017 and in two equal installments of 216 shares on August 1, 2017 and November 1, 2017. Vested shares will be delivered to the reporting person upon vesting, unless such vesting does not occur during an "open window period," in which case the shares will be delivered promptly following the first day of the next "open window period." Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 02:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004440 · doc1.xml · nonDerivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,215 Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 20:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 401.714 | $74.08 | $29,758.97 |
DisclosureSEC source: 0001127602-17-000554 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,885.146 Underlying: Common Stock · 401.714 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 468.823 | $64.04 | $30,023.42 |
DisclosureSEC source: 0001127602-16-064039 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,449.431 Underlying: Common Stock · 468.823 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 30, 2016 Filed Jul 5, 2016 19:52 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 493.665 | $60.76 | $29,995.09 |
DisclosureSEC source: 0001127602-16-057129 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,949.478 Underlying: Common Stock · 493.665 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| May 02, 2016 Filed May 4, 2016 19:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 2,579.737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-051095 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,438.554 Underlying: Common Stock · 2,579.737 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F2 · price: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 31, 2016 Filed Apr 4, 2016 19:16 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 494.397 | $61.40 | $30,355.98 |
DisclosureSEC source: 0001127602-16-048326 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,858.817 Underlying: Common Stock · 494.397 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| December 31, 2015 Filed Jan 5, 2016 21:42 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 431.779 | $69.55 | $30,030.23 |
DisclosureSEC source: 0001127602-16-035840 · form4.xml · derivative · entry 1 LEAVITT MICHAEL O · CIK 0001536118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,345.864 Underlying: Common Stock · 431.779 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. 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.