Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | Director | March 31, 2025 | April 02, 2025 |
| NEXTERA ENERGY INCNEE · Entity 2855 | Director | April 20, 2022 | April 22, 2022 |
| WESCO INTERNATIONAL INCWCC · Entity 3330 | Director | March 05, 2021 | March 08, 2021 |
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.
LINCOLN NATIONAL CORP
Report date March 31, 2025 · Filed April 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 58,062.37 |
Reported balance
After 2025-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-31 · Grant · Acquired 2,018.94 · Balance 58,062.37 F1: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3: Includes 733.98 shares acquired through dividend reinvestment since the reporting person's last report. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.
F2: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.
F3: Includes 733.98 shares acquired through dividend reinvestment since the reporting person's last report.
NEXTERA ENERGY INC
Report date April 20, 2022 · Filed April 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,653 |
Reported balance
After 2022-04-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-04-20 · Grant · Acquired 26 · Balance 2,653 F1: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F3: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period.
F2: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund).
F3: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates.
WESCO INTERNATIONAL INC
Report date March 05, 2021 · Filed March 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 8,013 |
Ending reported balance
After 2021-03-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-05 · Sale · Disposed 625 · Balance 8,763 F1: All shares sold at the price of $85.00. Row 2 · 2021-03-08 · Sale · Disposed 750 · Balance 8,013 F2: All shares sold at the price of $88.072. |
Filing footnotes · ownership attribution and instrument terms
F1: All shares sold at the price of $85.00.
F2: All shares sold at the price of $88.072.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Revelyst, Inc.
Report date January 03, 2025 · Filed January 03, 2025
Section 16 reporting ended · disclosed 2025-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-01-03 transaction · row 1
1 source rowRow 1 · 2025-01-03 · Disposition to issuer · Disposed 18,203 · Balance 0 F1: On January 3, 2025 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of October 4, 2024 (the "Merger Agreement"), among the Issuer, Vista Outdoor Inc., Cabin Ridge Inc. and Olibre LLC, each share of the Issuer's common stock ("Common Stock") (other than any such shares of Common Stock held by the Issuer, its subsidiaries or Olibre LLC) was converted into the right to receive an amount in cash equal to the Merger Consideration (as defined in the Merger Agreement). |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-01-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-01-03 · Disposition to issuer · Disposed 61,740 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled in exchange for a lump-sum cash payment, without interest, equal to the product of (i) the number of shares of Common Stock underlying such DSU immediately prior to the Effective Time, multiplied by (ii) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 3, 2025 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of October 4, 2024 (the "Merger Agreement"), among the Issuer, Vista Outdoor Inc., Cabin Ridge Inc. and Olibre LLC, each share of the Issuer's common stock ("Common Stock") (other than any such shares of Common Stock held by the Issuer, its subsidiaries or Olibre LLC) was converted into the right to receive an amount in cash equal to the Merger Consideration (as defined in the Merger Agreement).
F2: Pursuant to the Merger Agreement, at the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled in exchange for a lump-sum cash payment, without interest, equal to the product of (i) the number of shares of Common Stock underlying such DSU immediately prior to the Effective Time, multiplied by (ii) the Merger Consideration.
Vista Outdoor Inc.
Report date November 27, 2024 · Filed November 27, 2024
Section 16 reporting ended · disclosed 2024-11-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-11-27 transaction · row 1
1 source rowRow 1 · 2024-11-27 · Disposition to issuer · Disposed 18,203 · Balance 0 F1: On November 27, 2024 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of October 15, 2023 (as amended, the "Merger Agreement"), among the Issuer, Revelyst, Inc. ("Revelyst"), CSG Elevate II Inc., CSG Elevate III Inc., and, solely for the purposes of specific provisions therein, CZECHOSLOVAK GROUP a.s., each share of the Issuer's common stock ("Common Stock") (other than (a) any such shares of Common Stock held by the Issuer, its subsidiaries or CSG Elevate II Inc. and (b) any Appraisal Shares (as defined in the Merger Agreement)) was converted into the right to receive (i) one fully paid and non-assessable share of common stock, par value $0.01 per share, of Revelyst ("Revelyst Common Stock") and (ii) $25.75 in cash. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-11-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-27 · Disposition to issuer · Disposed 26,492 · Balance 0 F2: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, effective as of immediately prior to the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of Revelyst, the number of shares of which is equal to the number of shares of Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of the Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Revelyst Common Stock on the Closing Date. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 27, 2024 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of October 15, 2023 (as amended, the "Merger Agreement"), among the Issuer, Revelyst, Inc. ("Revelyst"), CSG Elevate II Inc., CSG Elevate III Inc., and, solely for the purposes of specific provisions therein, CZECHOSLOVAK GROUP a.s., each share of the Issuer's common stock ("Common Stock") (other than (a) any such shares of Common Stock held by the Issuer, its subsidiaries or CSG Elevate II Inc. and (b) any Appraisal Shares (as defined in the Merger Agreement)) was converted into the right to receive (i) one fully paid and non-assessable share of common stock, par value $0.01 per share, of Revelyst ("Revelyst Common Stock") and (ii) $25.75 in cash.
F2: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, effective as of immediately prior to the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of Revelyst, the number of shares of which is equal to the number of shares of Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of the Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Revelyst Common Stock on the Closing Date.
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 |
|---|---|---|---|---|---|---|
| March 31, 2025 Filed Apr 2, 2025 20:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,018.94 | $35.91 | $72,500.14 |
DisclosureSEC source: 0001214659-25-005293 · marketforms-68768.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,062.37 Underlying: Common Stock · 2,018.94 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 733.98 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| January 03, 2025 Filed Jan 3, 2025 17:15 UTC | Revelyst, Inc. GEAR · Entity 84465 | Disposition to issuerDeferred Stock Units · Derivative | 61,740 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950157-25-000030 · form4.xml · derivative · entry 2 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 61,740 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled in exchange for a lump-sum cash payment, without interest, equal to the product of (i) the number of shares of Common Stock underlying such DSU immediately prior to the Effective Time, multiplied by (ii) the Merger Consideration. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled in exchange for a lump-sum cash payment, without interest, equal to the product of (i) the number of shares of Common Stock underlying such DSU immediately prior to the Effective Time, multiplied by (ii) the Merger Consideration. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled in exchange for a lump-sum cash payment, without interest, equal to the product of (i) the number of shares of Common Stock underlying such DSU immediately prior to the Effective Time, multiplied by (ii) the Merger Consideration. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled in exchange for a lump-sum cash payment, without interest, equal to the product of (i) the number of shares of Common Stock underlying such DSU immediately prior to the Effective Time, multiplied by (ii) the Merger Consideration. Read SEC document |
| January 03, 2025 Filed Jan 3, 2025 17:15 UTC | Revelyst, Inc. GEAR · Entity 84465 | Disposition to issuerCommon Stock | 18,203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950157-25-000030 · form4.xml · nonDerivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: On January 3, 2025 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of October 4, 2024 (the "Merger Agreement"), among the Issuer, Vista Outdoor Inc., Cabin Ridge Inc. and Olibre LLC, each share of the Issuer's common stock ("Common Stock") (other than any such shares of Common Stock held by the Issuer, its subsidiaries or Olibre LLC) was converted into the right to receive an amount in cash equal to the Merger Consideration (as defined in the Merger Agreement). Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 21:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,286.35 | $31.71 | $72,500.16 |
DisclosureSEC source: 0001214659-25-000054 · marketforms-67595.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,309.45 Underlying: Common Stock · 2,286.35 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 702.40 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 27, 2024 Filed Nov 27, 2024 15:20 UTC | Vista Outdoor Inc. VSTO · Entity 85593 | Disposition to issuerDeferred Stock Units · Derivative | 26,492 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950157-24-001591 · form4.xml · derivative · entry 2 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,492 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, effective as of immediately prior to the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of Revelyst, the number of shares of which is equal to the number of shares of Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of the Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Revelyst Common Stock on the Closing Date. F2 · price: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, effective as of immediately prior to the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of Revelyst, the number of shares of which is equal to the number of shares of Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of the Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Revelyst Common Stock on the Closing Date. F2 · derivative.exercise_date: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, effective as of immediately prior to the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of Revelyst, the number of shares of which is equal to the number of shares of Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of the Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Revelyst Common Stock on the Closing Date. F2 · derivative.expiration_date: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, effective as of immediately prior to the Effective Time, each deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of Revelyst, the number of shares of which is equal to the number of shares of Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of the Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Revelyst Common Stock on the Closing Date. Read SEC document |
| November 27, 2024 Filed Nov 27, 2024 15:20 UTC | Vista Outdoor Inc. VSTO · Entity 85593 | Disposition to issuerCommon Stock | 18,203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950157-24-001591 · form4.xml · nonDerivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: On November 27, 2024 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of October 15, 2023 (as amended, the "Merger Agreement"), among the Issuer, Revelyst, Inc. ("Revelyst"), CSG Elevate II Inc., CSG Elevate III Inc., and, solely for the purposes of specific provisions therein, CZECHOSLOVAK GROUP a.s., each share of the Issuer's common stock ("Common Stock") (other than (a) any such shares of Common Stock held by the Issuer, its subsidiaries or CSG Elevate II Inc. and (b) any Appraisal Shares (as defined in the Merger Agreement)) was converted into the right to receive (i) one fully paid and non-assessable share of common stock, par value $0.01 per share, of Revelyst ("Revelyst Common Stock") and (ii) $25.75 in cash. Read SEC document |
| November 27, 2024 Filed Dec 2, 2024 18:27 UTC | Revelyst, Inc. GEAR · Entity 84465 | GrantDeferred Stock Units · Derivative | 61,740 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950157-24-001636 · form4.xml · derivative · entry 2 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,740 Underlying: Common Stock · 61,740 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, by and between Vista Outdoor and the Issuer, effective as of immediately prior to the Effective Time, each Vista Outdoor deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of the Issuer, the number of shares of which is equal to the number of shares of Vista Outdoor Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of Vista Outdoor Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Common Stock on the Closing Date. F2 · price: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, by and between Vista Outdoor and the Issuer, effective as of immediately prior to the Effective Time, each Vista Outdoor deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of the Issuer, the number of shares of which is equal to the number of shares of Vista Outdoor Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of Vista Outdoor Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Common Stock on the Closing Date. F2 · derivative.exercise_date: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, by and between Vista Outdoor and the Issuer, effective as of immediately prior to the Effective Time, each Vista Outdoor deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of the Issuer, the number of shares of which is equal to the number of shares of Vista Outdoor Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of Vista Outdoor Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Common Stock on the Closing Date. F2 · derivative.expiration_date: Pursuant to the Merger Agreement and that certain Employee Matters Agreement, dated as of October 15, 2023, by and between Vista Outdoor and the Issuer, effective as of immediately prior to the Effective Time, each Vista Outdoor deferred stock unit ("DSU"), whether vested or unvested, was canceled and replaced with a deferred stock unit award of the Issuer, the number of shares of which is equal to the number of shares of Vista Outdoor Common Stock subject to the DSU multiplied by a fraction, the numerator of which is the closing price per share of Vista Outdoor Common Stock trading "regular way with due bills" during the last full trading session immediately prior to the Closing Date and the denominator of which is the opening price per share of Common Stock on the Closing Date. Read SEC document |
| November 27, 2024 Filed Dec 2, 2024 18:27 UTC | Revelyst, Inc. GEAR · Entity 84465 | GrantCommon Stock | 18,203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950157-24-001636 · form4.xml · nonDerivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,203 F1 · price: On November 27, 2024 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of October 15, 2023 (as amended, the "Merger Agreement"), among the Issuer, Vista Outdoor Inc. ("Vista Outdoor"), CSG Elevate II Inc., CSG Elevate III Inc., and, solely for the purposes of specific provisions therein, CZECHOSLOVAK GROUP a.s., each share of Vista Outdoor's common stock ("Vista Outdoor Common Stock") (other than (a) any such shares of Vista Outdoor Common Stock held by Vista Outdoor, its subsidiaries or CSG Elevate II Inc. and (b) any Appraisal Shares (as defined in the Merger Agreement)) was converted into the right to receive (i) one fully paid and non-assessable share of common stock, par value $0.01 per share, of the Issuer ("Common Stock") and (ii) $25.75 in cash. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:26 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,300.86 | $31.51 | $72,500.10 |
DisclosureSEC source: 0001214659-24-017045 · marketforms-66937.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,320.71 Underlying: Common Stock · 2,300.86 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 652.43 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 16:43 UTC | Vista Outdoor Inc. VSTO · Entity 85593 | GrantDeferred Stock Units · Derivative | 3,535 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001616318-24-000085 · wk-form4_1724791432.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,492 Underlying: Common Stock · 3,535 shares Expires not disclosed F1 · security: The Reporting Person has elected to defer the receipt of 3535 shares of common stock granted pursuant to the provisions of the Issuer's 2020 Stock Incentive Plan. F2 · derivative.exercise_price: Converts to common stock 1-for-1. F3 · derivative.exercise_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. F3 · derivative.expiration_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. Read SEC document |
| June 30, 2024 Filed Jul 1, 2024 21:25 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,331.19 | $31.10 | $72,500.01 |
DisclosureSEC source: 0001214659-24-011756 · marketforms-66268.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,367.42 Underlying: Common Stock · 2,331.19 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 752.18 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 20:22 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,270.59 | $31.93 | $72,499.94 |
DisclosureSEC source: 0001214659-24-005874 · marketforms-65296.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,284.05 Underlying: Common Stock · 2,270.59 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 733.83 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,549.13 | $26.97 | $68,750.04 |
DisclosureSEC source: 0001214659-24-000169 · marketforms-63794.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,279.63 Underlying: Common Stock · 2,549.13 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 837.31 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,784.53 | $24.69 | $68,750.05 |
DisclosureSEC source: 0001214659-23-013070 · marketforms-62635.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,893.19 Underlying: Common Stock · 2,784.53 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 581.44 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| July 25, 2023 Filed Jul 27, 2023 16:13 UTC | Vista Outdoor Inc. VSTO · Entity 85593 | GrantDeferred Stock Units · Derivative | 8,698 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001616318-23-000126 · wk-form4_1690488773.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,957 Underlying: Common Stock · 8,698 shares Expires not disclosed F1 · security: The Reporting Person has elected to defer the receipt of 4,871 and 3,827 shares of common stock granted pursuant to the provisions of the Issuer's 2020 Stock Incentive Plan. F2 · derivative.exercise_price: Converts to common stock 1-for-1. F3 · derivative.exercise_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. F3 · derivative.expiration_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:14 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,668.87 | $25.76 | $68,750.09 |
DisclosureSEC source: 0001214659-23-009235 · marketforms-61776.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,527.23 Underlying: Common Stock · 2,668.87 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 688.49 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:22 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 3,059.64 | $22.47 | $68,750.11 |
DisclosureSEC source: 0001214659-23-004893 · marketforms-59890.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,169.87 Underlying: Common Stock · 3,059.64 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 388.02 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 21:22 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,237.96 | $30.72 | $68,750.13 |
DisclosureSEC source: 0001214659-23-000141 · marketforms-57746.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,722.22 Underlying: Common Stock · 2,237.96 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 227.31 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,565.7 | $43.91 | $68,749.89 |
DisclosureSEC source: 0001214659-22-011959 · marketforms-57158.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,256.95 Underlying: Common Stock · 1,565.7 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 225.14 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| July 26, 2022 Filed Jul 28, 2022 18:09 UTC | Vista Outdoor Inc. VSTO · Entity 85593 | GrantDeferred Stock Units · Derivative | 3,297 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001616318-22-000111 · wf-form4_165904611557419.xml · derivative · entry 2 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,259 Underlying: Common Stock · 3,297 shares Expires not disclosed F4 · security: The Reporting Person has elected to defer the receipt of 3,297 shares of common stock granted pursuant to the provisions of the Issuer's 2020 Stock Incentive Plan. F2 · derivative.exercise_price: Converts to common stock 1-for-1. F3 · derivative.exercise_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. F3 · derivative.expiration_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. Read SEC document |
| July 26, 2022 Filed Jul 28, 2022 18:09 UTC | Vista Outdoor Inc. VSTO · Entity 85593 | GrantDeferred Stock Units · Derivative | 4,859 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001616318-22-000111 · wf-form4_165904611557419.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,962 Underlying: Common Stock · 4,859 shares Expires not disclosed F1 · security: The Reporting Person has elected to defer the receipt of 4,859 shares of common stock granted pursuant to the provisions of the Issuer's 2020 Stock Incentive Plan. F2 · derivative.exercise_price: Converts to common stock 1-for-1. F3 · derivative.exercise_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. F3 · derivative.expiration_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:24 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,469.96 | $46.77 | $68,750.03 |
DisclosureSEC source: 0001214659-22-008609 · marketforms-56528.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,466.11 Underlying: Common Stock · 1,469.96 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 175.38 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| April 20, 2022 Filed Apr 22, 2022 17:27 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 26 | $81.51 | $2,119.26 |
DisclosureSEC source: 0001062993-22-010633 · form4.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,653 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 15:49 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 320 | $85.71 | $27,427.20 |
DisclosureSEC source: 0001062993-22-009316 · form4.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,627 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:41 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,051.87 | $65.36 | $68,750.22 |
DisclosureSEC source: 0001214659-22-004775 · marketforms-55877.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,820.77 Underlying: Common Stock · 1,051.87 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 143.06 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 18:30 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 24 | $82.37 | $1,976.88 |
DisclosureSEC source: 0001062993-22-008192 · form4.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,307 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 20:52 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 11 | $81.98 | $901.78 |
DisclosureSEC source: 0001062993-22-007857 · form4.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,283 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 20:37 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 82 | $74.15 | $6,080.30 |
DisclosureSEC source: 0001062993-22-005096 · form4.xml · derivative · entry 2 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,272 Underlying: Common stock · 0 shares Expires not disclosed F3 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F4 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F3 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F5 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 20:37 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-005096 · form4.xml · nonDerivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,652 F1 · kind: Reporting person deferred receipt of these shares of common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. F2 · balance_after: Includes 4,652 shares deferred until reporting person's termination of Board service, including 42 deferred shares deemed acquired pursuant to a dividend reinvestment feature under the deferred stock grant since the last report filed by the reporting person. Read SEC document |
| January 25, 2022 Filed Jan 26, 2022 19:09 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 27 | $75.10 | $2,027.70 |
DisclosureSEC source: 0001062993-22-001588 · form4.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,190 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 20:58 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 299 | $91.66 | $27,406.34 |
DisclosureSEC source: 0001062993-22-000214 · form4.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,163 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,007.18 | $68.26 | $68,750.11 |
DisclosureSEC source: 0001214659-22-000228 · marketforms-54761.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,625.84 Underlying: Common Stock · 1,007.18 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 121.84 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 20, 2021 Filed Dec 21, 2021 22:52 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013340 · form4.xml · derivative · entry 2 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,864 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F4 · shares: Represents crediting of Phantom Stock Units to the reporting person's account due to administrative error resulting in failure to credit deferred amounts on the dates they were payable. The units were acquired at prices ranging from $73.43 to $92.00, representing the value of the company's common stock on the dates the amounts should have been paid. F4 · price: Represents crediting of Phantom Stock Units to the reporting person's account due to administrative error resulting in failure to credit deferred amounts on the dates they were payable. The units were acquired at prices ranging from $73.43 to $92.00, representing the value of the company's common stock on the dates the amounts should have been paid. F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 22:52 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 44 | $90.94 | $4,001.36 |
DisclosureSEC source: 0001062993-21-013340 · form4.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:14 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 1 | $92.00 | $92.00 |
DisclosureSEC source: 0001062993-21-013047 · form4.xml · derivative · entry 3 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| November 29, 2021 Filed Dec 16, 2021 23:14 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 22 | $88.66 | $1,950.52 |
DisclosureSEC source: 0001062993-21-013047 · form4.xml · derivative · entry 2 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| October 19, 2021 Filed Dec 16, 2021 23:14 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 147 | $82.03 | $12,058.41 |
DisclosureSEC source: 0001062993-21-013047 · form4.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147 Underlying: Common stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,000 | $68.75 | $68,750.00 |
DisclosureSEC source: 0001214659-21-010182 · marketforms-53858.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,496.82 Underlying: Common Stock · 1,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 140.64 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| July 27, 2021 Filed Jul 29, 2021 16:32 UTC | Vista Outdoor Inc. VSTO · Entity 85593 | GrantDeferred Stock Units · Derivative | 3,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001616318-21-000120 · wf-form4_162759070828536.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,636 Underlying: Common Stock · 3,636 shares Expires not disclosed F1 · security: The Reporting Person has elected to defer the receipt of 3,636 shares of common stock granted pursuant to the provisions of the Issuer's 2020 Stock Incentive Plan. F2 · derivative.exercise_price: Converts to common stock 1-for-1. F3 · derivative.exercise_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. F3 · derivative.expiration_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. Read SEC document |
| July 27, 2021 Filed Aug 12, 2021 16:19 UTC Amendment | Vista Outdoor Inc. VSTO · Entity 85593 | GrantDeferred Stock Units · Derivative | 6,103 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001616318-21-000133 · wf-form4a_162879955610530.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,103 Underlying: Common Stock · 6,103 shares Expires not disclosed F1 · security: The Reporting Person has elected to defer the receipt of 6,103 shares of common stock granted pursuant to the provisions of the Issuer's 2020 Stock Incentive Plan. F2 · derivative.exercise_price: Converts to common stock 1-for-1. F3 · derivative.exercise_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. F3 · derivative.expiration_date: The deferred stock units will be settled 100% in shares of the Issuer's common stock as soon as practicable after the Reporting Person ceases to be a director of the Issuer. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 20:14 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,094.05 | $62.84 | $68,750.10 |
DisclosureSEC source: 0001214659-21-007199 · marketforms-53222.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,356.17 Underlying: Common Stock · 1,094.05 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 124.39 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:49 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,104.06 | $62.27 | $68,749.82 |
DisclosureSEC source: 0001214659-21-003834 · marketforms-52106.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,137.74 Underlying: Common Stock · 1,104.06 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 162.19 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 08, 2021 Filed Mar 8, 2021 22:15 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | SaleCommon stock | 750 | $88.07 | $66,054.00 |
DisclosureSEC source: 0001209191-21-018612 · doc4.xml · nonDerivative · entry 2 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,013 F2 · price: All shares sold at the price of $88.072. Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 22:15 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | SaleCommon stock | 625 | $85.00 | $53,125.00 |
DisclosureSEC source: 0001209191-21-018612 · doc4.xml · nonDerivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,763 F1 · price: All shares sold at the price of $85.00. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 21:53 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | SaleCommon stock | 625 | $83.80 | $52,375.00 |
DisclosureSEC source: 0001209191-21-014793 · doc4.xml · nonDerivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,388 F1 · price: All shares sold at the price of $83.80. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 21:37 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | SaleCommon stock | 625 | $80.86 | $50,537.50 |
DisclosureSEC source: 0001209191-21-013232 · doc4.xml · nonDerivative · entry 2 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,013 F2 · price: All shares sold at the price of $80.86. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:37 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | SaleCommon stock | 625 | $81.45 | $50,906.25 |
DisclosureSEC source: 0001209191-21-013232 · doc4.xml · nonDerivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,638 F1 · price: All shares sold at the price of $81.45. Read SEC document |
| February 16, 2021 Filed Feb 16, 2021 22:55 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | SaleCommon stock | 625 | $82.59 | $51,618.75 |
DisclosureSEC source: 0001209191-21-010893 · doc4.xml · nonDerivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,263 F1 · price: All shares sold at the price of $82.59. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:55 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 2,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010893 · doc4.xml · derivative · entry 2 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,083 Underlying: Common Stock · 2,083 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in one year from the date of the grant. F3 · derivative.expiration_date: The Restricted Stock Units vest in one year from the date of the grant. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:37 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,366.53 | $50.31 | $68,750.12 |
DisclosureSEC source: 0001214659-21-000121 · marketforms-50671.xml · derivative · entry 1 UTTER LYNN M · CIK 0001226873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,871.49 Underlying: Common Stock · 1,366.53 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 179.55 shares acquired through dividend reinvestment since the reporting person's last report. 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.