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ALEXANDER STILES BARBARA

Disclosed activity across 3 companies

Tapewire entity
15852
SEC CIK
0001091619

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Allied World Assurance Co Holdings, GmbHAWH · Entity 131428DirectorJuly 06, 2017July 10, 2017
CHOICE HOTELS INTERNATIONAL INC /DECHH · Entity 3980DirectorMay 01, 2020May 04, 2020

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.

Allied World Assurance Co Holdings, GmbH

Report date July 06, 2017 · Filed July 10, 2017

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common SharesSEC Table I · non-derivativeDirect0 Ending reported balance After 2017-07-06 transaction · row 3
2 source rows · reconciled sequence

Row 1 · 2017-03-09 · Gift · Disposed 2,189 · Balance 6,000

Row 3 · 2017-07-06 · Other · Disposed 6,000 · Balance 0

F2: Disposed of in an exchange offer by a wholly-owned subsidiary of Fairfax Financial Holdings Limited, a Canadian corporation ("Fairfax"), to acquire all of the outstanding common shares, par value CHF 4.10 per share, of the Issuer, pursuant to the terms, and subject to the conditions, of that certain Agreement and Plan of Merger, dated as of December 18, 2016, between Fairfax and the Issuer.

F3: Each share of the Issuer was exchanged for (i) cash consideration of $23.00, (ii) a special cash dividend of $5.00 and (iii) 0.057937 of a share of subordinate voting stock of Fairfax.

Common SharesSEC Table I · non-derivativeIndirectBy trust19,547 Reported balance After 2017-03-09 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2017-03-09 · Gift · Acquired 2,189 · Balance 19,547

F1: Represents shares held by the reporting person as co-trustee for the Stiles Family Trust dated November 20, 2007.

Common SharesSEC Table I · non-derivativeIndirectBy trust0 Reported balance After 2017-07-06 transaction · row 4 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 4 · 2017-07-06 · Other · Disposed 19,547 · Balance 0

F2: Disposed of in an exchange offer by a wholly-owned subsidiary of Fairfax Financial Holdings Limited, a Canadian corporation ("Fairfax"), to acquire all of the outstanding common shares, par value CHF 4.10 per share, of the Issuer, pursuant to the terms, and subject to the conditions, of that certain Agreement and Plan of Merger, dated as of December 18, 2016, between Fairfax and the Issuer.

F3: Each share of the Issuer was exchanged for (i) cash consideration of $23.00, (ii) a special cash dividend of $5.00 and (iii) 0.057937 of a share of subordinate voting stock of Fairfax.

Filing footnotes · ownership attribution and instrument terms

F1: Represents shares held by the reporting person as co-trustee for the Stiles Family Trust dated November 20, 2007.

F2: Disposed of in an exchange offer by a wholly-owned subsidiary of Fairfax Financial Holdings Limited, a Canadian corporation ("Fairfax"), to acquire all of the outstanding common shares, par value CHF 4.10 per share, of the Issuer, pursuant to the terms, and subject to the conditions, of that certain Agreement and Plan of Merger, dated as of December 18, 2016, between Fairfax and the Issuer.

F3: Each share of the Issuer was exchanged for (i) cash consideration of $23.00, (ii) a special cash dividend of $5.00 and (iii) 0.057937 of a share of subordinate voting stock of Fairfax.

CHOICE HOTELS INTERNATIONAL INC /DE

Report date May 01, 2020 · Filed May 04, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect26,845 Reported balance After 2020-05-01 transaction · row 1
1 source row

Row 1 · 2020-05-01 · Grant · Acquired 1,189 · Balance 26,845

F1: Restricted stock will vest in three annual installments beginning on the first anniversary of the grant date.

Filing footnotes · ownership attribution and instrument terms

F1: Restricted stock will vest in three annual installments beginning on the first anniversary of the grant date.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

QUALCOMM INC/DE

Report date March 10, 2020 · Filed March 12, 2020

Section 16 reporting ended · disclosed 2020-03-12. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectby Trust49,212 Last balance in matching sequence After 2020-03-10 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rows

Row 1 · 2020-03-10 · Exercise / conversion · Acquired 4,644 · Balance 49,042

F1: Securities held by Barbara Alexander Stiles Trustee for the Barbara Alexander Stiles Family Trust dtd. 8/12/99.

Row 2 · 2020-03-10 · Grant · Acquired 170 · Balance 49,212

F1: Securities held by Barbara Alexander Stiles Trustee for the Barbara Alexander Stiles Family Trust dtd. 8/12/99.

Deferred Stock UnitSEC Table II · derivative / convertible securityDirect8,347.0584 Reported balance After 2020-03-10 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2020-03-10 · Exercise / conversion · Disposed 4,644.6165 · Balance 8,347.0584

F2: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock.

F3: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control.

Filing footnotes · ownership attribution and instrument terms

F1: Securities held by Barbara Alexander Stiles Trustee for the Barbara Alexander Stiles Family Trust dtd. 8/12/99.

F2: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock.

F3: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control.

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
June 30, 2008 Filed Jul 1, 2008 23:19 UTC QUALCOMM INC/DE QCOM · Entity 2852 GrantCommon Stock 281.722 $0.00 $0.00
Disclosure

SEC source: 0001234452-08-000466 · edgardoc.xml · nonDerivative · entry 1

ALEXANDER STILES BARBARA · CIK 0001091619 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,498.706

F1 · shares: Deferred Stock Units are 100% vested on grant date. The units will be settled in shares of the Company's common stock three years from the date of grant.

F2 · balance_after: The total shares beneficially owned include dividend equivalent shares and are subject to the same vesting requirements as the Deferred Stock Units.

Read SEC document
March 31, 2008 Filed Apr 2, 2008 19:18 UTC QUALCOMM INC/DE QCOM · Entity 2852 GrantCommon Stock 304.878 $0.00 $0.00
Disclosure

SEC source: 0001234452-08-000115 · edgardoc.xml · nonDerivative · entry 1

ALEXANDER STILES BARBARA · CIK 0001091619 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,212.734

F1 · shares: Deferred Stock Units are 100% vested on grant date. The units will be settled in shares of the Company's common stock three years from the date of grant.

Read SEC document
March 11, 2008 Filed Mar 13, 2008 18:09 UTC QUALCOMM INC/DE QCOM · Entity 2852 GrantNon-Qualified Stock Option (right to buy) · Derivative 14,000 $0.00 Strike: $39.42 $0.00
Disclosure

SEC source: 0001234452-08-000095 · edgardoc.xml · derivative · entry 1

ALEXANDER STILES BARBARA · CIK 0001091619 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,000

Underlying: Common Stock · 14,000 shares

Expires 2018-03-10

Read SEC document
December 31, 2007 Filed Jan 3, 2008 18:22 UTC QUALCOMM INC/DE QCOM · Entity 2852 GrantCommon Stock 317.662 $0.00 $0.00
Disclosure

SEC source: 0001234452-08-000004 · edgardoc.xml · nonDerivative · entry 1

ALEXANDER STILES BARBARA · CIK 0001091619 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 902.489

F1 · shares: Deferred Stock Units are 100% vested on grant date. The units will be settled in shares of the Company's common stock three years from the date of grant.

Read SEC document
September 28, 2007 Filed Oct 2, 2007 20:00 UTC QUALCOMM INC/DE QCOM · Entity 2852 GrantCommon Stock 295.788 $0.00 $0.00
Disclosure

SEC source: 0001234452-07-000212 · edgardoc.xml · nonDerivative · entry 1

ALEXANDER STILES BARBARA · CIK 0001091619 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 584.827

F1 · shares: Deferred Stock Units are 100% vested on grant date. The units will be settled in shares of the Company's common stock three years from the date of grant.

Read SEC document
June 29, 2007 Filed Jul 3, 2007 22:52 UTC QUALCOMM INC/DE QCOM · Entity 2852 GrantCommon Stock 288.085 $0.00 $0.00
Disclosure

SEC source: 0001234452-07-000144 · edgardoc.xml · nonDerivative · entry 1

ALEXANDER STILES BARBARA · CIK 0001091619 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 288.085

F1 · shares: Deferred Stock Units are 100% vested on grant date. The units will be settled in shares of the Company's common stock three years from the date of grant.

Read SEC document
March 13, 2007 Filed Oct 6, 2007 01:10 UTC QUALCOMM INC/DE QCOM · Entity 2852 GrantNon-Qualified Stock Option (right to buy) · Derivative 8,000 $0.00 Strike: $41.83 $0.00
Disclosure

SEC source: 0001234452-07-000231 · edgardoc.xml · derivative · entry 1

ALEXANDER STILES BARBARA · CIK 0001091619 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,000

Underlying: Common Stock · 8,000 shares

Expires 2017-03-12

F1 · derivative.exercise_date: The options vest 100% one year from the date of grant.

Read SEC document
July 31, 2006 Filed Aug 2, 2006 20:01 UTC QUALCOMM INC/DE QCOM · Entity 2852 GrantNon-Qualified Stock Option (right to buy) · Derivative 40,000 $0.00 Strike: $35.79 $0.00
Disclosure

SEC source: 0001234452-06-000183 · edgardoc.xml · derivative · entry 1

ALEXANDER STILES BARBARA · CIK 0001091619 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,000

Underlying: Common Stock · 40,000 shares

Expires 2016-07-30

F1 · derivative.exercise_date: The options vest 20% on the one year anniversary of the date of grant and the remaining balance vests monthly thereafter. The option is fully vested five years after the date of grant.

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.