Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Walt Disney CoDIS · Entity 1887 | SEVP Chf Corp Affairs Officer | March 08, 2022 | March 11, 2022 |
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.
Walt Disney Co
Report date March 08, 2022 · Filed March 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $132.39 · Expires 2032-03-08 | Direct | 27,376 |
Reported balance
After 2022-03-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-08 · Grant · Acquired 27,376 · Balance 27,376 F1: Options were granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The options vest in three equal installments on each March 8 of 2023 through 2025. In connection with this stock option award, the reporting person also was awarded restricted stock units whose vesting is subject to performance vesting criteria. The number of stock units vesting depends on the extent to which the performance criteria are satisfied, and ranges from zero to 29,926. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 8,970 |
Reported balance
After 2022-03-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-08 · Grant · Acquired 8,970 · Balance 8,970 F2: Restricted stock units convert into common stock at 1-for-1. F3: This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest in three equal installments on each March 8 of 2023 through 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Options were granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The options vest in three equal installments on each March 8 of 2023 through 2025. In connection with this stock option award, the reporting person also was awarded restricted stock units whose vesting is subject to performance vesting criteria. The number of stock units vesting depends on the extent to which the performance criteria are satisfied, and ranges from zero to 29,926.
F2: Restricted stock units convert into common stock at 1-for-1.
F3: This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest in three equal installments on each March 8 of 2023 through 2025.
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 08, 2022 Filed Mar 11, 2022 01:29 UTC | Walt Disney Co DIS · Entity 1887 | GrantRestricted Stock Unit · Derivative | 8,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001744489-22-000073 · wf-form4_164696216268998.xml · derivative · entry 2 Morrell Geoff · CIK 0001905698 · SEVP Chf Corp Affairs Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,970 Underlying: Disney Common Stock · 8,970 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock at 1-for-1. F3 · derivative.exercise_date: This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest in three equal installments on each March 8 of 2023 through 2025. F3 · derivative.expiration_date: This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest in three equal installments on each March 8 of 2023 through 2025. Read SEC document |
| March 08, 2022 Filed Mar 11, 2022 01:29 UTC | Walt Disney Co DIS · Entity 1887 | GrantStock Option (Right-to-Buy) · Derivative | 27,376 | $0.00 Strike: $132.39 | $0.00 |
DisclosureSEC source: 0001744489-22-000073 · wf-form4_164696216268998.xml · derivative · entry 1 Morrell Geoff · CIK 0001905698 · SEVP Chf Corp Affairs Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,376 Underlying: Disney Common Stock · 27,376 shares Expires 2032-03-08 F1 · derivative.exercise_date: Options were granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The options vest in three equal installments on each March 8 of 2023 through 2025. In connection with this stock option award, the reporting person also was awarded restricted stock units whose vesting is subject to performance vesting criteria. The number of stock units vesting depends on the extent to which the performance criteria are satisfied, and ranges from zero to 29,926. 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.