Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NN INCNNBR · Entity 6041 | EVP, Life Sciences | June 19, 2019 | June 21, 2019 |
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.
NN INC
Report date June 19, 2019 · Filed June 21, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,550 |
Reported balance
After 2019-06-19 transaction · row 1
1 source rowRow 1 · 2019-06-19 · Purchase · Acquired 3,000 · Balance 21,550 |
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 |
|---|---|---|---|---|---|---|
| June 19, 2019 Filed Jun 21, 2019 20:05 UTC | NN INC NNBR · Entity 6041 | PurchaseCommon Stock | 3,000 | $8.65 | $25,950.00 |
DisclosureSEC source: 0000899243-19-017789 · doc4.xml · nonDerivative · entry 1 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,550 Read SEC document |
| March 17, 2019 Filed Mar 19, 2019 00:17 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 176 | $7.61 | $1,339.36 |
DisclosureSEC source: 0000899243-19-008242 · doc4.xml · nonDerivative · entry 4 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,550 F2 · shares: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock. Read SEC document |
| March 16, 2019 Filed Mar 19, 2019 00:17 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 341 | $7.61 | $2,595.01 |
DisclosureSEC source: 0000899243-19-008242 · doc4.xml · nonDerivative · entry 3 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,726 F2 · shares: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock. Read SEC document |
| March 14, 2019 Filed Mar 19, 2019 00:17 UTC | NN INC NNBR · Entity 6041 | GrantPerformance Rights · Derivative | 7,803 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-008242 · doc4.xml · derivative · entry 5 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,803 Underlying: Common Stock · 7,803 shares Expires not disclosed F3 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of common stock of NN, Inc. (the "Issuer"). F4 · derivative.exercise_date: The performance rights will vest pursuant to the terms and subject to the conditions set forth in the Issuer's 2016 Omnibus Incentive Plan and the applicable Performance Share Unit Award Agreement based on the relative total shareholder return ("TSR") of the Issuer, as compared to the TSR of the S&P SmallCap 600 Index over the period beginning on January 1, 2019 and ending December 31, 2021. The performance rights granted represent the right to receive the target shares, and actual performance rights earned may be between 50% and 150% of the target shares. F4 · derivative.expiration_date: The performance rights will vest pursuant to the terms and subject to the conditions set forth in the Issuer's 2016 Omnibus Incentive Plan and the applicable Performance Share Unit Award Agreement based on the relative total shareholder return ("TSR") of the Issuer, as compared to the TSR of the S&P SmallCap 600 Index over the period beginning on January 1, 2019 and ending December 31, 2021. The performance rights granted represent the right to receive the target shares, and actual performance rights earned may be between 50% and 150% of the target shares. Read SEC document |
| March 14, 2019 Filed Mar 19, 2019 00:17 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 349 | $7.93 | $2,767.57 |
DisclosureSEC source: 0000899243-19-008242 · doc4.xml · nonDerivative · entry 2 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,067 F2 · shares: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock. Read SEC document |
| March 14, 2019 Filed Mar 19, 2019 00:17 UTC | NN INC NNBR · Entity 6041 | GrantCommon Stock | 10,004 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-008242 · doc4.xml · nonDerivative · entry 1 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,416 F1 · kind: Shares are restricted stock and vest in three equal annual installments beginning on March 14, 2020. Read SEC document |
| April 30, 2018 Filed May 2, 2018 23:45 UTC | NN INC NNBR · Entity 6041 | Exercise / conversionPerformance Rights · Derivative | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-011178 · doc4.xml · derivative · entry 4 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 675 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of common stock of the Issuer. F4 · derivative.exercise_date: The vesting of the performance rights was based on the relative total shareholder return ("TSR") of the Issuer, as compared to the TSR of the S&P SmallCap 600 Index over the period beginning on February 1, 2015 and ending December 31, 2017. The performance rights vested on April 30, 2018. Performance rights granted represented the right to receive the target shares, and actual performance rights earned resulted in a payout of 100.6% of the target shares. F4 · derivative.expiration_date: The vesting of the performance rights was based on the relative total shareholder return ("TSR") of the Issuer, as compared to the TSR of the S&P SmallCap 600 Index over the period beginning on February 1, 2015 and ending December 31, 2017. The performance rights vested on April 30, 2018. Performance rights granted represented the right to receive the target shares, and actual performance rights earned resulted in a payout of 100.6% of the target shares. Read SEC document |
| April 30, 2018 Filed May 2, 2018 23:45 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 460 | $20.30 | $9,338.00 |
DisclosureSEC source: 0000899243-18-011178 · doc4.xml · nonDerivative · entry 3 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,412 F2 · shares: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock and performance rights. Read SEC document |
| April 30, 2018 Filed May 2, 2018 23:45 UTC | NN INC NNBR · Entity 6041 | Exercise / conversionCommon Stock | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-011178 · doc4.xml · nonDerivative · entry 2 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,872 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2018 Filed May 2, 2018 23:45 UTC | NN INC NNBR · Entity 6041 | GrantCommon Stock | 990 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-011178 · doc4.xml · nonDerivative · entry 1 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,193 F1 · shares: Represents settlement of performance rights that vested on April 30, 2018 based on the return of invested capital of NN, Inc. (the "Issuer") over the performance period beginning February 1, 2015 and ending December 31, 2017. Read SEC document |
| March 19, 2018 Filed Mar 21, 2018 22:41 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 98 | $24.80 | $2,430.40 |
DisclosureSEC source: 0000899243-18-008291 · doc4.xml · nonDerivative · entry 1 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,203 F1 · shares: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock. Read SEC document |
| March 17, 2018 Filed Mar 20, 2018 22:18 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 150 | $25.15 | $3,772.50 |
DisclosureSEC source: 0000899243-18-008180 · doc4.xml · nonDerivative · entry 2 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,301 F1 · shares: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 22:18 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 290 | $25.15 | $7,293.50 |
DisclosureSEC source: 0000899243-18-008180 · doc4.xml · nonDerivative · entry 1 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,451 F1 · shares: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 23:22 UTC | NN INC NNBR · Entity 6041 | GrantPerformance Rights · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-007789 · doc4.xml · derivative · entry 2 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires not disclosed F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of common stock of NN, Inc. (the "Issuer"). F3 · derivative.exercise_date: The vesting of the performance rights is based on the relative total shareholder return ("TSR") of the Issuer, as compared to the TSR of the S&P SmallCap 600 Index over the period beginning on January 1, 2018 and ending December 31, 2020. The performance rights will vest on December 31, 2020 subject to the reporting person's continuous employment through December 31, 2020 and subject to certain conditions as set forth in the Issuer's 2016 Omnibus Incentive Plan. Performance rights granted represent the right to receive the target shares, and actual performance rights earned may be between 50% and 150% of the target shares. Performance rights that do not vest on December 31, 2020 expire automatically. F3 · derivative.expiration_date: The vesting of the performance rights is based on the relative total shareholder return ("TSR") of the Issuer, as compared to the TSR of the S&P SmallCap 600 Index over the period beginning on January 1, 2018 and ending December 31, 2020. The performance rights will vest on December 31, 2020 subject to the reporting person's continuous employment through December 31, 2020 and subject to certain conditions as set forth in the Issuer's 2016 Omnibus Incentive Plan. Performance rights granted represent the right to receive the target shares, and actual performance rights earned may be between 50% and 150% of the target shares. Performance rights that do not vest on December 31, 2020 expire automatically. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 23:22 UTC | NN INC NNBR · Entity 6041 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-007789 · doc4.xml · nonDerivative · entry 1 Atkinson James Robert · CIK 0001674150 · EVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,741 F1 · kind: Shares are restricted stock and vest in three equal annual installments beginning on March 14, 2019. Read SEC document |
| April 28, 2017 Filed May 2, 2017 20:05 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 56 | $27.60 | $1,545.60 |
DisclosureSEC source: 0000899243-17-011413 · doc4.xml · nonDerivative · entry 1 Atkinson James Robert · CIK 0001674150 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,741 F1 · shares: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 00:32 UTC | NN INC NNBR · Entity 6041 | GrantPerformance Rights · Derivative | 1,328 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-008259 · doc4.xml · derivative · entry 5 Atkinson James Robert · CIK 0001674150 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,328 Underlying: Common Stock · 1,328 shares Expires not disclosed F4 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of common stock of NN, Inc. (the "Issuer"). F5 · derivative.exercise_date: The vesting of the performance rights is based on the relative total shareholder return ("TSR") of the Issuer, as compared to the TSR of the S&P SmallCap 600 Index over the period beginning on January 1, 2017 and ending December 31, 2019. The performance rights will vest on December 31, 2019 subject to the reporting person's continuous employment through December 31, 2019 and subject to certain conditions as set forth in the Issuer's 2016 Omnibus Incentive Plan. Performance rights granted represent the right to receive the target shares, and actual performance rights earned may be between 50% and 150% of the target shares. Performance rights that do not vest on December 31, 2019 expire automatically. F5 · derivative.expiration_date: The vesting of the performance rights is based on the relative total shareholder return ("TSR") of the Issuer, as compared to the TSR of the S&P SmallCap 600 Index over the period beginning on January 1, 2017 and ending December 31, 2019. The performance rights will vest on December 31, 2019 subject to the reporting person's continuous employment through December 31, 2019 and subject to certain conditions as set forth in the Issuer's 2016 Omnibus Incentive Plan. Performance rights granted represent the right to receive the target shares, and actual performance rights earned may be between 50% and 150% of the target shares. Performance rights that do not vest on December 31, 2019 expire automatically. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 00:32 UTC | NN INC NNBR · Entity 6041 | GrantStock Options (Right to Buy) · Derivative | 13,200 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0000899243-17-008259 · doc4.xml · derivative · entry 4 Atkinson James Robert · CIK 0001674150 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,200 Underlying: Common Stock · 13,200 shares Expires 2027-03-17 F3 · derivative.exercise_date: The option becomes exercisable in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 00:32 UTC | NN INC NNBR · Entity 6041 | GrantCommon Stock | 1,515 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-008259 · doc4.xml · nonDerivative · entry 3 Atkinson James Robert · CIK 0001674150 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,797 F2 · kind: Shares are restricted stock and vest in three equal annual installments beginning on March 17, 2018. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 00:32 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 83 | $24.20 | $2,008.60 |
DisclosureSEC source: 0000899243-17-008259 · doc4.xml · nonDerivative · entry 2 Atkinson James Robert · CIK 0001674150 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,282 F1 · price: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock. Read SEC document |
| March 16, 2017 Filed Mar 21, 2017 00:32 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 245 | $22.55 | $5,524.75 |
DisclosureSEC source: 0000899243-17-008259 · doc4.xml · nonDerivative · entry 1 Atkinson James Robert · CIK 0001674150 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,365 F1 · price: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock. 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.