Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DST SYSTEMS INC
Report date April 16, 2018 · Filed April 18, 2018
Section 16 reporting ended · disclosed 2018-04-18. 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 2018-04-16 transaction · row 1
1 source rowRow 1 · 2018-04-16 · Disposition to issuer · Disposed 21,376 · Balance 0 F1: Consists of shares of common stock that were cancelled in exchange for $84.00 per share pursuant to the terms of an Agreement and Plan of Merger (the Merger Agreement) dated as of January 11, 2018 among DST Systems, Inc. (the Company), SS&C Technologies Holdings, Inc. (SS&C) and Diamond Merger Sub, Inc. (Merger Sub), pursuant to which Merger Subs will merge (the Merger) with and into the Company, whereupon the existence of Merger Sub will cease and the Company will become the surviving corporation and an indirect wholly owned subsidiary of SS&C. The Merger became effective on April 16, 2018 (the Effective Time). |
| Common StockSEC Table I · non-derivative | IndirectDirectors Deferred Fee Plan | 0 |
Reported balance
After 2018-04-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-04-16 · Disposition to issuer · Disposed 11,815.4035 · Balance 0 F2: Consists of shares of phantom stock (that become payable in common stock upon termination of service as a director) under the Directors Deferred Fee Plan that were cancelled in exchange for $84.00 per share pursuant to the terms of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares of common stock that were cancelled in exchange for $84.00 per share pursuant to the terms of an Agreement and Plan of Merger (the Merger Agreement) dated as of January 11, 2018 among DST Systems, Inc. (the Company), SS&C Technologies Holdings, Inc. (SS&C) and Diamond Merger Sub, Inc. (Merger Sub), pursuant to which Merger Subs will merge (the Merger) with and into the Company, whereupon the existence of Merger Sub will cease and the Company will become the surviving corporation and an indirect wholly owned subsidiary of SS&C. The Merger became effective on April 16, 2018 (the Effective Time).
F2: Consists of shares of phantom stock (that become payable in common stock upon termination of service as a director) under the Directors Deferred Fee Plan that were cancelled in exchange for $84.00 per share pursuant to the terms of the Merger Agreement.
JBG SMITH Properties
Report date May 04, 2023 · Filed May 05, 2023
Section 16 reporting ended · disclosed 2023-05-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 55,802 |
Reported balance
After 2023-05-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-05-04 · Grant · Acquired 18,583 · Balance 55,802 F1: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances.
S&P Global Inc.
Report date May 06, 2021 · Filed May 10, 2021
Section 16 reporting ended · disclosed 2021-05-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 22,543.11 |
Reported balance
After 2021-05-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-05-06 · Grant · Acquired 335.39 · Balance 22,543.11 F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 05/06/2021, the first business day following the day Mr. Haldeman ceased to be a director of the S&P Global board. F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Mr. Haldeman's service as a director of the S&P Global board ceased on 05/05/2021. |
| Common StockSEC Table I · non-derivative | Direct | 3,000 |
Reported balance
Holding disclosure · report date 2021-05-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 05/06/2021, the first business day following the day Mr. Haldeman ceased to be a director of the S&P Global board.
F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Mr. Haldeman's service as a director of the S&P Global board ceased on 05/05/2021.
Virtu KCG Holdings LLC
Report date July 20, 2017 · Filed July 21, 2017
Section 16 reporting ended · disclosed 2017-07-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-07-20 transaction · row 1
1 source rowRow 1 · 2017-07-20 · Disposition to issuer · Disposed 349,778 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of April 20, 2017, by and among Virtu Financial, Inc., a Delaware corporation ("Virtu"), Orchestra Merger Sub, Inc., a Delaware corporation ("Merger Sub") and a wholly owned subsidiary of Virtu, and Virtu KCG Holdings LLC, a Delaware limited liability company (formerly known as KCG Holdings, Inc., a Delaware corporation) (the "Company"), at the effective time of the merger (the "Effective Time") of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of Virtu, each share of the Company's Class A common stock, par value $0.01 per share (the "Class A Common Stock"), owned by the reporting person was converted into the right to receive $20.00 in cash without interest (the "Merger Consideration"). |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-07-20 transaction · row 2
1 source rowRow 2 · 2017-07-20 · Disposition to issuer · Disposed 16,089 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") granted by the Company was cancelled and converted automatically into the right to receive an amount in cash equal to the product of (i) the number of shares of Class A Common Stock subject to such RSU immediately prior to the Effective Time and (ii) the Merger Consideration of $20.00 per share. Accordingly, 16,089 RUSs granted to the reporting person on May 11, 2017 under the Company's stock plan, which would have vested into Class A Common Stock on May 11, 2018 or upon the reporting person's earlier retirement, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of April 20, 2017, by and among Virtu Financial, Inc., a Delaware corporation ("Virtu"), Orchestra Merger Sub, Inc., a Delaware corporation ("Merger Sub") and a wholly owned subsidiary of Virtu, and Virtu KCG Holdings LLC, a Delaware limited liability company (formerly known as KCG Holdings, Inc., a Delaware corporation) (the "Company"), at the effective time of the merger (the "Effective Time") of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of Virtu, each share of the Company's Class A common stock, par value $0.01 per share (the "Class A Common Stock"), owned by the reporting person was converted into the right to receive $20.00 in cash without interest (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") granted by the Company was cancelled and converted automatically into the right to receive an amount in cash equal to the product of (i) the number of shares of Class A Common Stock subject to such RSU immediately prior to the Effective Time and (ii) the Merger Consideration of $20.00 per share. Accordingly, 16,089 RUSs granted to the reporting person on May 11, 2017 under the Company's stock plan, which would have vested into Class A Common Stock on May 11, 2018 or upon the reporting person's earlier retirement, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 04, 2023 Filed May 5, 2023 21:48 UTC | JBG SMITH Properties JBGS · Entity 5014 | GrantLTIP Units · Derivative | 18,583 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-056678 · tm2314892-6_4seq1.xml · derivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,802 Underlying: Common Shares · 18,583 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · price: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.exercise_date: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.expiration_date: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. Read SEC document |
| April 29, 2022 Filed May 3, 2022 21:46 UTC | JBG SMITH Properties JBGS · Entity 5014 | GrantLTIP Units · Derivative | 10,286 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-055380 · tm2214269-8_4seq1.xml · derivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,219 Underlying: Common Shares · 10,286 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · price: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.exercise_date: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.expiration_date: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. Read SEC document |
| May 06, 2021 Filed May 10, 2021 18:59 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 335.39 | $389.57 Strike: $0.00 | $130,657.88 |
DisclosureSEC source: 0000064040-21-000124 · wf-form4_162067314218176.xml · derivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,543.11 Underlying: Common Stock · 335.39 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 05/06/2021, the first business day following the day Mr. Haldeman ceased to be a director of the S&P Global board. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Mr. Haldeman's service as a director of the S&P Global board ceased on 05/05/2021. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Mr. Haldeman's service as a director of the S&P Global board ceased on 05/05/2021. Read SEC document |
| April 29, 2021 Filed May 3, 2021 22:07 UTC | JBG SMITH Properties [JBGS] · Entity 5014 | GrantLTIP Units · Derivative | 8,170 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-060367 · tm2114863-5_4seq1.xml · derivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,933 Underlying: Common Shares · 8,170 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · price: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.exercise_date: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.expiration_date: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 23:32 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,330.96 | $333.25 Strike: $0.00 | $443,542.42 |
DisclosureSEC source: 0000064040-21-000033 · wf-form4_160997592797905.xml · derivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,207.72 Underlying: Common Stock · 1,330.96 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/04/2021. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 20:22 UTC | JBG SMITH Properties JBGS · Entity 5014 | PurchaseCommon Shares | 10,000 | $26.65 | $266,500.00 |
DisclosureSEC source: 0001104659-20-104828 · a4.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $26.58 to $26.65, inclusive. The reporting person undertakes to provide to JBG SMITH Properties, any security holder of JBG SMITH Properties, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:50 UTC | JBG SMITH Properties JBGS · Entity 5014 | GrantLTIP Units · Derivative | 3,523 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-056251 · a4.xml · derivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,763 Underlying: Common Shares · 3,523 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · price: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.exercise_date: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.expiration_date: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 20:15 UTC | JBG SMITH Properties JBGS · Entity 5014 | PurchaseCommon Shares | 10,000 | $29.59 | $295,900.00 |
DisclosureSEC source: 0001104659-20-034726 · a4.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $29.56 to $29.60, inclusive. The reporting person undertakes to provide to JBG SMITH Properties, any security holder of JBG SMITH Properties, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 20:15 UTC | JBG SMITH Properties JBGS · Entity 5014 | PurchaseCommon Shares | 10,000 | $33.86 | $338,600.00 |
DisclosureSEC source: 0001104659-20-032489 · a4.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $33.76 to $33.90, inclusive. The reporting person undertakes to provide to JBG SMITH Properties, any security holder of JBG SMITH Properties, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 21:51 UTC | JBG SMITH Properties JBGS · Entity 5014 | PurchaseCommon Shares | 10,000 | $36.11 | $361,100.00 |
DisclosureSEC source: 0001104659-20-027935 · a4.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:20 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,688.78 | $277.84 Strike: $0.00 | $469,210.64 |
DisclosureSEC source: 0000064040-20-000034 · wf-form4_157835283440484.xml · derivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,876.76 Underlying: Common Stock · 1,688.78 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2020. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 21:16 UTC | JBG SMITH Properties JBGS · Entity 5014 | PurchaseCommon Shares | 10,000 | $38.65 | $386,500.00 |
DisclosureSEC source: 0001104659-19-073034 · a4.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $38.61 to $38.70, inclusive. The reporting person undertakes to provide to JBG SMITH Properties, any security holder of JBG SMITH Properties, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| May 02, 2019 Filed May 6, 2019 20:40 UTC | JBG SMITH Properties JBGS · Entity 5014 | GrantLTIP Units · Derivative | 5,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-027165 · a4.xml · derivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,240 Underlying: Common Shares · 5,925 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · price: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.exercise_date: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.expiration_date: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:25 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,578.33 | $169.85 Strike: $0.00 | $437,929.35 |
DisclosureSEC source: 0000064040-19-000034 · wf-form4_154664433869046.xml · derivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,187.98 Underlying: Common Stock · 2,578.33 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on January 2, 2019. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| November 14, 2018 Filed Nov 15, 2018 01:50 UTC | JBG SMITH Properties JBGS · Entity 5014 | PurchaseCommon Shares | 15,000 | $38.45 | $576,750.00 |
DisclosureSEC source: 0001104659-18-068582 · a4.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $38.25 to $38.55, inclusive. The reporting person undertakes to provide to JBG SMITH Properties, any security holder of JBG SMITH Properties, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| May 03, 2018 Filed May 7, 2018 20:35 UTC | JBG SMITH Properties JBGS · Entity 5014 | GrantLTIP Units · Derivative | 2,577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-030923 · a4.xml · derivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,315 Underlying: Common Shares · 2,577 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of limited partnership units of JBG Smith Properties LP, JBG Smith Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · price: The reporting person received a grant of limited partnership units of JBG Smith Properties LP, JBG Smith Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.exercise_date: The reporting person received a grant of limited partnership units of JBG Smith Properties LP, JBG Smith Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.expiration_date: The reporting person received a grant of limited partnership units of JBG Smith Properties LP, JBG Smith Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 17:42 UTC | DST SYSTEMS INC DST · Entity 165910 | Disposition to issuerCommon Stock | 11,815.4035 | $84.00 | $992,493.89 |
DisclosureSEC source: 0001246360-18-001322 · form.xml · nonDerivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 0 F2 · shares: Consists of shares of phantom stock (that become payable in common stock upon termination of service as a director) under the Directors Deferred Fee Plan that were cancelled in exchange for $84.00 per share pursuant to the terms of the Merger Agreement. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 17:42 UTC | DST SYSTEMS INC DST · Entity 165910 | Disposition to issuerCommon Stock | 21,376 | $84.00 | $1,795,584.00 |
DisclosureSEC source: 0001246360-18-001322 · form.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Consists of shares of common stock that were cancelled in exchange for $84.00 per share pursuant to the terms of an Agreement and Plan of Merger (the Merger Agreement) dated as of January 11, 2018 among DST Systems, Inc. (the Company), SS&C Technologies Holdings, Inc. (SS&C) and Diamond Merger Sub, Inc. (Merger Sub), pursuant to which Merger Subs will merge (the Merger) with and into the Company, whereupon the existence of Merger Sub will cease and the Company will become the surviving corporation and an indirect wholly owned subsidiary of SS&C. The Merger became effective on April 16, 2018 (the Effective Time). Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:10 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,566.48 | $168.12 Strike: $0.00 | $431,476.62 |
DisclosureSEC source: 0000064040-18-000040 · wf-form4_151509663562568.xml · derivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,609.65 Underlying: Common Stock · 2,566.48 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on January 2, 2018. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 09:42 UTC | DST SYSTEMS INC DST · Entity 165910 | GrantCommon Stock | 34.3606 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-003296 · form.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 11,803.8221 F1 · shares: On December 8, 2017, dividend equivalents were received automatically pursuant to the DST Systems, Inc. Directors Deferred Fee Plan. Shares are accrued until departure from the DST Board at which time the shares are issued to the former director. Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 21:04 UTC | JBG SMITH Properties JBGS · Entity 5014 | PurchaseCommon Shares | 20,000 | $32.59 | $651,800.00 |
DisclosureSEC source: 0001104659-17-069447 · a4.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $32.55 to $32.60, inclusive. The reporting person undertakes to provide to JBG SMITH Properties, any security holder of JBG SMITH Properties, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| September 08, 2017 Filed Sep 11, 2017 13:14 UTC | DST SYSTEMS INC DST · Entity 165910 | GrantCommon Stock | 40.717 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002734 · form.xml · nonDerivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 11,769.4615 F1 · shares: On September 8, 2017, dividend equivalents were received automatically pursuant to the DST Systems, Inc. Directors Deferred Fee Plan. Shares are accrued until departure from the DST Board at which time the shares are issued to the former director. Read SEC document |
| July 20, 2017 Filed Jul 21, 2017 17:04 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | Disposition to issuerRestricted Stock Units | 16,089 | $20.00 | $321,780.00 |
DisclosureSEC source: 0001104659-17-046328 · a4.xml · nonDerivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") granted by the Company was cancelled and converted automatically into the right to receive an amount in cash equal to the product of (i) the number of shares of Class A Common Stock subject to such RSU immediately prior to the Effective Time and (ii) the Merger Consideration of $20.00 per share. Accordingly, 16,089 RUSs granted to the reporting person on May 11, 2017 under the Company's stock plan, which would have vested into Class A Common Stock on May 11, 2018 or upon the reporting person's earlier retirement, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. Read SEC document |
| July 20, 2017 Filed Jul 21, 2017 17:04 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | Disposition to issuerClass A Common Stock, par value $0.01 per share | 349,778 | $20.00 | $6,995,560.00 |
DisclosureSEC source: 0001104659-17-046328 · a4.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of April 20, 2017, by and among Virtu Financial, Inc., a Delaware corporation ("Virtu"), Orchestra Merger Sub, Inc., a Delaware corporation ("Merger Sub") and a wholly owned subsidiary of Virtu, and Virtu KCG Holdings LLC, a Delaware limited liability company (formerly known as KCG Holdings, Inc., a Delaware corporation) (the "Company"), at the effective time of the merger (the "Effective Time") of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of Virtu, each share of the Company's Class A common stock, par value $0.01 per share (the "Class A Common Stock"), owned by the reporting person was converted into the right to receive $20.00 in cash without interest (the "Merger Consideration"). Read SEC document |
| July 18, 2017 Filed Jul 20, 2017 20:19 UTC | JBG SMITH Properties JBGS · Entity 5014 | GrantLTIP Units · Derivative | 6,738 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123292-17-001320 · edgar.xml · derivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,738 Underlying: Common Shares · 6,738 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of limited partnership units of JBG Smith Properties LP, JBG Smith Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · price: The reporting person received a grant of limited partnership units of JBG Smith Properties LP, JBG Smith Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.exercise_date: The reporting person received a grant of limited partnership units of JBG Smith Properties LP, JBG Smith Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F1 · derivative.expiration_date: The reporting person received a grant of limited partnership units of JBG Smith Properties LP, JBG Smith Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two year anniversary of the LTIP issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 17:21 UTC | DST SYSTEMS INC DST · Entity 165910 | GrantCommon Stock | 34.5557 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002180 · form.xml · nonDerivative · entry 3 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 11,728.7445 F3 · shares: On June 9, 2017, dividend equivalents were received automatically pursuant to the DST Systems, Inc. Directors Deferred Fee Plan. Shares are accrued until departure from the DST Board at which time the shares are issued to the former director. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 17:21 UTC | DST SYSTEMS INC DST · Entity 165910 | GrantCommon Stock | 5,847.0944 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002180 · form.xml · nonDerivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 11,694.1888 F2 · shares: On June 8, 2017, the common stock of DST Systems, Inc. split 2-for-1, resulting in the ownership of 5,847.0944 additional shares of phantom stock that becomes payable in common stock upon termination of service as a director. These securities were acquired pursuant to the Directors Deferred Fee Plan. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 17:21 UTC | DST SYSTEMS INC DST · Entity 165910 | GrantCommon Stock | 10,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002180 · form.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,376 F1 · shares: On June 8, 2017, the common stock of DST Systems, Inc. split 2-for-1, resulting in the ownership of 10,688 additional shares of common stock. Read SEC document |
| May 12, 2017 Filed May 15, 2017 17:40 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | Exercise / conversionClass A Common Stock, par value $0.01 per share | 24,354 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-013143 · doc4.xml · nonDerivative · entry 3 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,778 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents restricted stock units that vested into Class A Common Stock of KCG Holdings, Inc. on a one-for-one basis. Read SEC document |
| May 12, 2017 Filed May 15, 2017 17:40 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | Exercise / conversionRestricted Stock Units | 24,354 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-013143 · doc4.xml · nonDerivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,089 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents restricted stock units that vested into Class A Common Stock of KCG Holdings, Inc. on a one-for-one basis. Read SEC document |
| May 11, 2017 Filed May 15, 2017 17:40 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | GrantRestricted Stock Units | 16,089 | $19.89 | $320,010.21 |
DisclosureSEC source: 0000899243-17-013143 · doc4.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,443 F1 · shares: Restricted stock units granted pursuant to the KCG Holdings, Inc. Amended and Restated Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Class A Common Stock of KCG Holdings, Inc. Restricted stock units are scheduled to vest on May 11, 2018 or upon earlier retirement and will be settled upon vesting. Read SEC document |
| May 09, 2017 Filed May 11, 2017 16:35 UTC | DST SYSTEMS INC DST · Entity 165910 | GrantCommon Stock | 1,840 | $125.01 | $230,009.20 |
DisclosureSEC source: 0001246360-17-001836 · form.xml · nonDerivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 5,847.0944 F1 · shares: Shares of phantom stock that become payable in common stock upon termination of service as a director. These securities were acquired pursuant to the Directors Deferred Fee Plan. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 16:49 UTC | DST SYSTEMS INC DST · Entity 165910 | GrantCommon Stock | 11.8369 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001333 · form.xml · nonDerivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 4,007.0944 F1 · shares: Each share of stock is the economic equivalent of one share of DST Systems, Inc. (DST) common stock. The shares were issued pursuant to the DST Systems, Inc. Directors Deferred Fee Plan. Shares are accrued until departure from the DST Board at which time the shares are issued to the former director. Read SEC document |
| March 10, 2017 Filed Jan 31, 2018 19:07 UTC | DST SYSTEMS INC DST · Entity 165910 | OtherCommon Stock | 11.5814 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-000404 · form.xml · nonDerivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 11,815.4035 F1 · shares: 5.7907 shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4. A two for one stock split on June 8, 2017 results in a total of 11.5814 additional shares. These shares of dividend equivalents become payable in common stock upon termination of service as a director. These securities were acquired pursuant to the Directors Deferred Fee Plan. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 18:21 UTC | DST SYSTEMS INC DST · Entity 165910 | GrantCommon Stock | 17 | $118.33 | $2,011.61 |
DisclosureSEC source: 0001246360-17-001108 · form.xml · nonDerivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 3,995.2575 F1 · shares: Shares of phantom stock that become payable in common stock upon termination of service as a director. Read SEC document |
| January 11, 2017 Filed Jan 11, 2017 17:07 UTC | DST SYSTEMS INC DST · Entity 165910 | GrantCommon Stock | 19 | $110.27 | $2,095.13 |
DisclosureSEC source: 0001246360-17-000168 · form.xml · nonDerivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 3,922 F1 · shares: Shares of phantom stock that become payable in common stock upon termination of service as a director. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:48 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 3,593.1 | $108.39 Strike: $0.00 | $389,456.11 |
DisclosureSEC source: 0001225208-17-000433 · doc4.xml · derivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,043.17 Underlying: Common Stock · 3,593.1 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Stock Ownership Plan based on the closing price of SPGI common stock on January 3, 2017. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| December 15, 2016 Filed Feb 9, 2017 17:21 UTC | DST SYSTEMS INC DST · Entity 165910 | OtherCommon Stock | 12.1551 | $107.16 | $1,302.54 |
DisclosureSEC source: 0001246360-17-000500 · form.xml · nonDerivative · entry 8 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 3,978.2575 F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4. Read SEC document |
| September 15, 2016 Filed Feb 9, 2017 17:21 UTC | DST SYSTEMS INC DST · Entity 165910 | OtherCommon Stock | 10.8614 | $119.60 | $1,298.97 |
DisclosureSEC source: 0001246360-17-000500 · form.xml · nonDerivative · entry 7 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 3,966.1024 F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4. Read SEC document |
| June 15, 2016 Filed Feb 9, 2017 17:21 UTC | DST SYSTEMS INC DST · Entity 165910 | OtherCommon Stock | 11.0465 | $117.26 | $1,295.31 |
DisclosureSEC source: 0001246360-17-000500 · form.xml · nonDerivative · entry 6 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 3,955.241 F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4. Read SEC document |
| March 15, 2016 Filed Feb 9, 2017 17:21 UTC | DST SYSTEMS INC DST · Entity 165910 | OtherCommon Stock | 6.2296 | $106.85 | $665.60 |
DisclosureSEC source: 0001246360-17-000500 · form.xml · nonDerivative · entry 5 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 3,944.1945 F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4. Read SEC document |
| January 04, 2016 Filed Jan 5, 2016 18:20 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 3,538.37 | $94.80 Strike: $0.00 | $335,437.48 |
DisclosureSEC source: 0001225208-16-023386 · doc4.xml · derivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,450.07 Underlying: Common Stock · 3,538.37 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw hill Financial Director Stock Ownership Plan based on the closing price of McGraw Hill Financial common stock on January 4, 2016. F2 · derivative.exercise_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. Read SEC document |
| December 11, 2015 Filed Feb 9, 2017 17:21 UTC | DST SYSTEMS INC DST · Entity 165910 | OtherCommon Stock | 5.2999 | $113.87 | $603.50 |
DisclosureSEC source: 0001246360-17-000500 · form.xml · nonDerivative · entry 4 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 3,937.9649 F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4. Read SEC document |
| September 11, 2015 Filed Feb 9, 2017 17:21 UTC | DST SYSTEMS INC DST · Entity 165910 | OtherCommon Stock | 5.7548 | $104.57 | $601.78 |
DisclosureSEC source: 0001246360-17-000500 · form.xml · nonDerivative · entry 3 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 3,932.665 F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4. Read SEC document |
| June 12, 2015 Filed Feb 9, 2017 17:21 UTC | DST SYSTEMS INC DST · Entity 165910 | OtherCommon Stock | 4.9102 | $122.26 | $600.30 |
DisclosureSEC source: 0001246360-17-000500 · form.xml · nonDerivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors Deferred Fee Plan Disclosed balance after: 3,926.9102 F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4. Read SEC document |
| January 05, 2015 Filed Jan 6, 2015 21:54 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,648.77 | $87.09 Strike: $0.00 | $230,681.38 |
DisclosureSEC source: 0001225208-15-000816 · doc4.xml · derivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,911.7 Underlying: Common Stock · 2,648.77 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw Hill Financial Director Stock Ownership Plan based on the closing price of McGraw Hill Financial common stock on January 5, 2015. F2 · derivative.exercise_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan and are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the McGraw Hill Financial Director Deferred Stock Ownership Plan and are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2014 Filed Jan 3, 2014 20:47 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,555.72 | $77.75 Strike: $0.00 | $198,707.23 |
DisclosureSEC source: 0001225208-14-000508 · doc4.xml · derivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,262.93 Underlying: Common Stock · 2,555.72 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under McGraw Hill Financial Director Deferred Stock Ownership Plan based on the closing price of McGraw Hill Financial common stock on January 2, 2014. F2 · derivative.exercise_date: The phantom stock units were accrued under McGraw Hill Financial Director Deferred Stock Ownership Plan and are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under McGraw Hill Financial Director Deferred Stock Ownership Plan and are to be settled 100% in McGraw Hill Financial common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2013 Filed Jan 3, 2013 20:26 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,707.21 | $55.72 Strike: $0.00 | $95,125.74 |
DisclosureSEC source: 0001225208-13-000475 · doc4.xml · derivative · entry 2 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,707.21 Underlying: Common Stock · 1,707.21 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on January 2, 2013. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| August 13, 2012 Filed Aug 13, 2012 20:00 UTC | S&P Global Inc. MHP · Entity 2879 | PurchaseCommon Stock | 3,000 | $49.24 | $147,706.50 |
DisclosureSEC source: 0001225208-12-017675 · doc4.xml · nonDerivative · entry 1 HALDEMAN CHARLES E · CIK 0001202325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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.