person · Reporting owner
NICHOLSON JAMES BRUCE
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DTE ENERGY CODTE · Entity 1351 | Director | April 01, 2019 | April 02, 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.
DTE ENERGY CO
Report date April 01, 2019 · Filed April 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Def Dir Fees)SEC Table II · derivative / convertible security | Direct | 6,330.37 |
Reported balance
After 2019-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-04-01 · Grant · Acquired 60.99 · Balance 6,330.37 F1: 1 for 1 F2: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F3: Includes phantom stock acquired through the dividend reinvestment feature of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan.
F3: Includes phantom stock acquired through the dividend reinvestment feature of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PRIVATEBANCORP, INC
Report date June 23, 2017 · Filed June 27, 2017
Section 16 reporting ended · disclosed 2017-06-27. 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 |
Ending reported balance
After 2017-06-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-18 · Gift · Disposed 8,450 · Balance 41,434.7685 Row 2 · 2017-06-23 · Disposition to issuer · Disposed 41,434.7685 · Balance 0 F1: Represents 20,374.7685 shares of issuer common stock and 21,060 restricted stock units. Pursuant to the Agreement and Plan of Merger among Canadian Imperial Bank of Commerce ("CIBC"), CIBC Holdco Inc. and the issuer, dated June 29, 2016, as amended (the "Merger Agreement"), each share of common stock of the issuer was converted into the right to receive: (i) $27.20 in cash; and (ii) 0.4176 common shares of CIBC. The closing price of CIBC common stock on June 22, 2017, the last trading day prior to the effective time of the merger, was $80.95 per share. Pursuant to the Merger Agreement, each restricted stock unit award was cancelled and converted into the right to receive a cash payment of $60.6452. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-06-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-06-23 · Disposition to issuer · Disposed 10,574.6221 · Balance 0 F2: The phantom stock units convert to common stock of the Issuer on a 1-for-1 basis. F4: Pursuant to the Merger Agreement, each phantom stock unit of the issuer was converted into a cash-settled phantom stock unit of CIBC relating to 0.7572 shares of CIBC. F3: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 20,374.7685 shares of issuer common stock and 21,060 restricted stock units. Pursuant to the Agreement and Plan of Merger among Canadian Imperial Bank of Commerce ("CIBC"), CIBC Holdco Inc. and the issuer, dated June 29, 2016, as amended (the "Merger Agreement"), each share of common stock of the issuer was converted into the right to receive: (i) $27.20 in cash; and (ii) 0.4176 common shares of CIBC. The closing price of CIBC common stock on June 22, 2017, the last trading day prior to the effective time of the merger, was $80.95 per share. Pursuant to the Merger Agreement, each restricted stock unit award was cancelled and converted into the right to receive a cash payment of $60.6452.
F2: The phantom stock units convert to common stock of the Issuer on a 1-for-1 basis.
F3: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person.
F4: Pursuant to the Merger Agreement, each phantom stock unit of the issuer was converted into a cash-settled phantom stock unit of CIBC relating to 0.7572 shares of CIBC.
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 |
|---|---|---|---|---|---|---|
| April 01, 2019 Filed Apr 2, 2019 19:24 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock (Def Dir Fees) · Derivative | 60.99 | $123.80 | $7,550.56 |
DisclosureSEC source: 0000936340-19-000114 · wf-form4_155423304814963.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,330.37 Underlying: Common Stock · 60.99 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F2 · derivative.expiration_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F3 · balance_after: Includes phantom stock acquired through the dividend reinvestment feature of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:29 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock (Def Dir Fees) · Derivative | 168 | $107.89 | $18,125.52 |
DisclosureSEC source: 0000936340-19-000014 · wf-form4_154661935556335.xml · derivative · entry 2 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,218 Underlying: Common Stock · 168 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F4 · derivative.exercise_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F4 · derivative.expiration_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F5 · balance_after: Includes phantom stock acquired through the dividend reinvestment feature of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:29 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,205 | $107.89 | $130,007.45 |
DisclosureSEC source: 0000936340-19-000014 · wf-form4_154661935556335.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,939.45 Underlying: Common Stock · 1,205 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 18:56 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock (Def Dir Fees) · Derivative | 166.24 | $109.03 | $18,125.15 |
DisclosureSEC source: 0000936340-18-000226 · wf-form4_153859294356467.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,003.22 Underlying: Common Stock · 166.24 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F2 · derivative.expiration_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F3 · balance_after: Includes phantom stock acquired through the dividend reinvestment feature of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 13:00 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock (Def Dir Fees) · Derivative | 176.88 | $104.59 | $18,499.88 |
DisclosureSEC source: 0000936340-18-000174 · wf-form4_153079561981554.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,790.38 Underlying: Common Stock · 176.88 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F2 · derivative.expiration_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F3 · balance_after: Includes phantom stock acquired through the dividend reinvestment feature of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 20:01 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock (Def Dir Fees) · Derivative | 178.45 | $103.67 | $18,499.91 |
DisclosureSEC source: 0000936340-18-000110 · wf-form4_152278563674117.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,567.6 Underlying: Common Stock · 178.45 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F2 · derivative.expiration_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F3 · balance_after: Includes phantom stock acquired through the dividend reinvestment feature of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:55 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock (Def Dir Fees) · Derivative | 169.89 | $108.45 | $18,424.57 |
DisclosureSEC source: 0000936340-18-000018 · wf-form4_151509930120371.xml · derivative · entry 2 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,345.29 Underlying: Common Stock · 169.89 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F4 · derivative.exercise_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F4 · derivative.expiration_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F5 · balance_after: Includes phantom stock acquired through the dividend reinvestment feature of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:55 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,200 | $108.45 | $130,140.00 |
DisclosureSEC source: 0000936340-18-000018 · wf-form4_151509930120371.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,426.94 Underlying: Common Stock · 1,200 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2017 Filed Oct 4, 2017 20:05 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock (Def Dir Fees) · Derivative | 137.84 | $107.37 | $14,799.88 |
DisclosureSEC source: 0000936340-17-000230 · wf-form4_150714754231718.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,137.86 Underlying: Common Stock · 137.84 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F2 · derivative.expiration_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:06 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock (Def Dir Fees) · Derivative | 137.39 | $105.54 | $14,500.14 |
DisclosureSEC source: 0000936340-17-000184 · wf-form4_149928520361753.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,925.8 Underlying: Common Stock · 137.39 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F2 · derivative.expiration_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 13:09 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | Disposition to issuerPhantom Stock Units · Derivative | 10,574.6221 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-022204 · form4.xml · derivative · entry 3 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,574.6221 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units convert to common stock of the Issuer on a 1-for-1 basis. F4 · price: Pursuant to the Merger Agreement, each phantom stock unit of the issuer was converted into a cash-settled phantom stock unit of CIBC relating to 0.7572 shares of CIBC. F3 · derivative.exercise_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. F3 · derivative.expiration_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 13:09 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | Disposition to issuerCommon Stock | 41,434.7685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-022204 · form4.xml · nonDerivative · entry 2 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents 20,374.7685 shares of issuer common stock and 21,060 restricted stock units. Pursuant to the Agreement and Plan of Merger among Canadian Imperial Bank of Commerce ("CIBC"), CIBC Holdco Inc. and the issuer, dated June 29, 2016, as amended (the "Merger Agreement"), each share of common stock of the issuer was converted into the right to receive: (i) $27.20 in cash; and (ii) 0.4176 common shares of CIBC. The closing price of CIBC common stock on June 22, 2017, the last trading day prior to the effective time of the merger, was $80.95 per share. Pursuant to the Merger Agreement, each restricted stock unit award was cancelled and converted into the right to receive a cash payment of $60.6452. Read SEC document |
| May 18, 2017 Filed Jun 27, 2017 13:09 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | GiftCommon Stock | 8,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-022204 · form4.xml · nonDerivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,434.7685 Read SEC document |
| May 12, 2017 Filed May 16, 2017 20:21 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | GrantCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-018393 · form4.xml · nonDerivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,884.7685 F1 · shares: Restricted Stock Units ("RSUs") were granted to the reporting person as part of the director's annual retainer. The RSUs vest in equal quarterly installments on September 1, 2017; December 1, 2017; March 1, 2018; and June 1, 2018. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 18:33 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock (Def Dir Fees) · Derivative | 142.63 | $101.66 | $14,499.77 |
DisclosureSEC source: 0000936340-17-000124 · wf-form4_149133080431864.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,788.41 Underlying: Common Stock · 142.63 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F2 · derivative.expiration_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F3 · balance_after: Includes phantom stock acquired through the dividend reinvestment feature of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:55 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | GrantPhantom Stock Units · Derivative | 202.3015 | $59.37 | $12,010.64 |
DisclosureSEC source: 0001127602-17-014205 · form4.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,574.6221 Underlying: Common Stock · 202.3015 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert to common stock of the Issuer on a 1-for-1 basis. F2 · derivative.exercise_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. F2 · derivative.expiration_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 16:30 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | Exercise / conversionPhantom Stock Units · Derivative | 208.4051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-001555 · form4.xml · derivative · entry 3 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,372.3206 Underlying: Common Stock · 208.4051 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. F2 · derivative.exercise_price: The phantom stock units convert to common stock of the Issuer on a 1-for-1 basis. F1 · price: On January 10, 2017, the reporting person received 208.4051 shares of common stock of the Issuer in settlement of an equal number of phantom stock units held pursuant to the Company's deferred compensation plan. F3 · derivative.exercise_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. F3 · derivative.expiration_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 16:30 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | Disposition to issuerCommon Stock | 0.4051 | $53.74 | $21.77 |
DisclosureSEC source: 0001127602-17-001555 · form4.xml · nonDerivative · entry 2 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,044.7685 Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 16:30 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | Exercise / conversionCommon Stock | 208.4051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-001555 · form4.xml · nonDerivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,045.1736 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: On January 10, 2017, the reporting person received 208.4051 shares of common stock of the Issuer in settlement of an equal number of phantom stock units held pursuant to the Company's deferred compensation plan. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 20:29 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock (Def Dir Fees) · Derivative | 244.37 | $98.21 | $23,999.58 |
DisclosureSEC source: 0000936340-17-000022 · wf-form4_148364813657906.xml · derivative · entry 2 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,609.47 Underlying: Common Stock · 244.37 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F4 · derivative.exercise_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F4 · derivative.expiration_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F5 · balance_after: Includes phantom stock acquired through the dividend reinvestment feature of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 20:29 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,325 | $98.21 | $130,128.25 |
DisclosureSEC source: 0000936340-17-000022 · wf-form4_148364813657906.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,983.74 Underlying: Common Stock · 1,325 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 17:00 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | GrantPhantom Stock Units · Derivative | 221.4659 | $54.19 | $12,001.24 |
DisclosureSEC source: 0001127602-17-000697 · form4.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,580.7257 Underlying: Common Stock · 221.4659 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert to common stock of the Issuer on a 1-for-1 basis. F2 · derivative.exercise_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. F2 · derivative.expiration_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 20:17 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock (Def Dir Fees) · Derivative | 332.56 | $92.84 | $30,874.87 |
DisclosureSEC source: 0000936340-16-000403 · wf-form4_147561223466622.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,331.77 Underlying: Common Stock · 332.56 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F2 · derivative.expiration_date: Payment of Director Fees. The phantom stock will be settled for cash on a date selected by the reporting person as provided under the plan. F3 · balance_after: Includes phantom stock acquired through the dividend reinvestment feature of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 16:39 UTC | PRIVATEBANCORP, INC PVTB · Entity 107427 | GrantPhantom Stock Units · Derivative | 261.3331 | $45.92 | $12,000.42 |
DisclosureSEC source: 0001127602-16-064037 · form4.xml · derivative · entry 1 NICHOLSON JAMES BRUCE · CIK 0001248136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,359.2598 Underlying: Common Stock · 261.3331 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert to common stock of the Issuer on a 1-for-1 basis. F2 · derivative.exercise_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. F2 · derivative.expiration_date: The phantom stock units are to be settled in common stock of the Issuer upon the date previously elected by the reporting person. 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.