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BERRA JOHN M

Disclosed activity across 2 companies

Tapewire entity
157963
SEC CIK
0001257058

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
NATIONAL INSTRUMENTS CORPNATI · Entity 109075DirectorMay 01, 2019May 02, 2019
RYDER SYSTEM INCR · Entity 3563DirectorDecember 21, 2018December 26, 2018

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.

NATIONAL INSTRUMENTS CORP

Report date May 01, 2019 · Filed May 02, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect48,285 Reported balance After 2019-05-01 transaction · row 1
1 source row

Row 1 · 2019-05-01 · Exercise / conversion · Acquired 4,048 · Balance 48,285

F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2031-05-01Direct0 Reported balance After 2019-05-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2019-05-01 · Exercise / conversion · Disposed 1,542 · Balance 0

F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2016.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2032-05-01Direct0 Reported balance After 2019-05-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2019-05-01 · Exercise / conversion · Disposed 2,506 · Balance 0

F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F3: The restricted stock units were accelerated and vested on May 1, 2019.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2016.

F3: The restricted stock units were accelerated and vested on May 1, 2019.

RYDER SYSTEM INC

Report date December 21, 2018 · Filed December 26, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
common stockSEC Table I · non-derivativeDirect31,475 Reported balance After 2018-12-21 transaction · row 1
1 source row

Row 1 · 2018-12-21 · Grant · Acquired 969 · Balance 31,475

F1: Grant of restricted stock units pursuant to the dividend reinvestment feature of the Issuer's 2012 Amended and Restated Equity and Incentive Compensation Plan.

Filing footnotes · ownership attribution and instrument terms

F1: Grant of restricted stock units pursuant to the dividend reinvestment feature of the Issuer's 2012 Amended and Restated Equity and Incentive Compensation Plan.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 01, 2019 Filed May 2, 2019 13:37 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 Exercise / conversionRestricted Stock Units · Derivative 2,506 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-009626 · doc1.xml · derivative · entry 3

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,506 shares

Expires 2032-05-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F3 · derivative.exercise_date: The restricted stock units were accelerated and vested on May 1, 2019.

Read SEC document
May 01, 2019 Filed May 2, 2019 13:37 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 Exercise / conversionRestricted Stock Units · Derivative 1,542 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-009626 · doc1.xml · derivative · entry 2

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,542 shares

Expires 2031-05-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2016.

Read SEC document
May 01, 2019 Filed May 2, 2019 13:37 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 Exercise / conversionCommon Stock 4,048 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-19-009626 · doc1.xml · nonDerivative · entry 1

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,285

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.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
December 21, 2018 Filed Dec 26, 2018 22:06 UTC RYDER SYSTEM INC R · Entity 3563 Grantcommon stock 969 $0.00 $0.00
Disclosure

SEC source: 0000085961-18-000169 · wf-form4_154586195714771.xml · nonDerivative · entry 1

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,475

F1 · kind: Grant of restricted stock units pursuant to the dividend reinvestment feature of the Issuer's 2012 Amended and Restated Equity and Incentive Compensation Plan.

Read SEC document
May 08, 2018 Filed May 9, 2018 20:15 UTC RYDER SYSTEM INC R · Entity 3563 Salecommon stock 1,990 $68.33 $135,976.70
Disclosure

SEC source: 0000085961-18-000117 · wf-form4_152589688796739.xml · nonDerivative · entry 1

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,506

Read SEC document
May 04, 2018 Filed May 7, 2018 20:11 UTC RYDER SYSTEM INC R · Entity 3563 Grantcommon stock 1,990 $0.00 $0.00
Disclosure

SEC source: 0000085961-18-000090 · wf-form4_152572380655173.xml · nonDerivative · entry 1

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,496

F1 · kind: Annual grant of $135,000 of restricted stock units pursuant to the Company's Amended and Restated 2012 Equity and Incentive Compensation Plan based on $67.83 per share which was the last reported sale price of the Company's common stock on May 4, 2018.

Read SEC document
May 01, 2018 Filed May 2, 2018 15:55 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 Exercise / conversionRestricted Stock Units · Derivative 1,253 $0.00 $0.00
Disclosure

SEC source: 0001140361-18-021223 · doc1.xml · derivative · entry 4

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,506

Underlying: Common Stock · 1,253 shares

Expires 2032-05-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2017.

Read SEC document
May 01, 2018 Filed May 2, 2018 15:55 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 Exercise / conversionRestricted Stock Units · Derivative 1,542 $0.00 $0.00
Disclosure

SEC source: 0001140361-18-021223 · doc1.xml · derivative · entry 3

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,542

Underlying: Common Stock · 1,542 shares

Expires 2031-05-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2016.

Read SEC document
May 01, 2018 Filed May 2, 2018 15:55 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 Exercise / conversionRestricted Stock Units · Derivative 1,346 $0.00 $0.00
Disclosure

SEC source: 0001140361-18-021223 · doc1.xml · derivative · entry 2

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,346 shares

Expires 2030-05-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2015.

Read SEC document
May 01, 2018 Filed May 2, 2018 15:55 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 Exercise / conversionCommon Stock 4,141 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-18-021223 · doc1.xml · nonDerivative · entry 1

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,538

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.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
April 25, 2018 Filed Apr 27, 2018 19:44 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 GrantCommon Stock 3,561 $0.00 $0.00
Disclosure

SEC source: 0001140361-18-020310 · doc1.xml · nonDerivative · entry 1

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,397

Read SEC document
December 15, 2017 Filed Dec 19, 2017 23:32 UTC RYDER SYSTEM INC R · Entity 3563 Grantcommon stock 668 $0.00 $0.00
Disclosure

SEC source: 0000085961-17-000109 · wf-form4_151372635361449.xml · nonDerivative · entry 1

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,506

F1 · kind: Grant of restricted stock units pursuant to the dividend reinvestment feature of the Issuer's 2012 Amended and Restated Equity and Incentive Compensation Plan.

Read SEC document
May 05, 2017 Filed May 9, 2017 21:36 UTC RYDER SYSTEM INC R · Entity 3563 Grantcommon stock 1,965 $0.00 $0.00
Disclosure

SEC source: 0000085961-17-000056 · wf-form4_149436578882071.xml · nonDerivative · entry 1

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,838

F1 · kind: Annual grant of $135,000 of restricted stock units pursuant to the Company's Amended and Restated 2012 Equity and Incentive Compensation Plan based on $68.70 per share which was the last reported sale price of the Company's common stock on May 5, 2017.

Read SEC document
May 01, 2017 Filed May 1, 2017 13:08 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 Exercise / conversionRestricted Stock Units · Derivative 1,542 $0.00 $0.00
Disclosure

SEC source: 0001140361-17-017516 · doc1.xml · derivative · entry 4

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,084

Underlying: Common Stock · 4,626 shares

Expires 2031-05-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2016.

Read SEC document
May 01, 2017 Filed May 1, 2017 13:08 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 Exercise / conversionRestricted Stock Units · Derivative 1,346 $0.00 $0.00
Disclosure

SEC source: 0001140361-17-017516 · doc1.xml · derivative · entry 3

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,346

Underlying: Common Stock · 2,692 shares

Expires 2030-05-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2015.

Read SEC document
May 01, 2017 Filed May 1, 2017 13:08 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 Exercise / conversionRestricted Stock Units · Derivative 1,551 $0.00 $0.00
Disclosure

SEC source: 0001140361-17-017516 · doc1.xml · derivative · entry 2

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,551 shares

Expires 2029-05-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2014.

Read SEC document
May 01, 2017 Filed May 1, 2017 13:08 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 Exercise / conversionCommon Stock 4,439 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-17-017516 · doc1.xml · nonDerivative · entry 1

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,836

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.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
April 26, 2017 Filed Apr 26, 2017 17:10 UTC NATIONAL INSTRUMENTS CORP NATI · Entity 109075 GrantRestricted Stock Units · Derivative 3,759 $0.00 $0.00
Disclosure

SEC source: 0001140361-17-016929 · doc1.xml · derivative · entry 1

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,759

Underlying: Common Stock · 3,759 shares

Expires 2032-05-01

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on the anniversary of the vesting commencement date, May 1, 2017.

Read SEC document
December 16, 2016 Filed Dec 20, 2016 21:03 UTC RYDER SYSTEM INC R · Entity 3563 Grantcommon stock 637 $0.00 $0.00
Disclosure

SEC source: 0000085961-16-000170 · wf-form4_148226782610686.xml · nonDerivative · entry 1

BERRA JOHN M · CIK 0001257058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,873

F1 · kind: Grant of restricted stock units pursuant to the dividend reinvestment feature of the Issuer's 2012 Equity and Incentive Compensation Plan.

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.