Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Worldpay, Inc.WP · Entity 155747 | Director | May 16, 2018 | May 18, 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.
Worldpay, Inc.
Report date May 16, 2018 · Filed May 18, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,778 |
Reported balance
After 2018-05-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-05-16 · Grant · Acquired 2,161 · Balance 2,778 F1: Each restricted stock unit represents a contingent right to receive one share of Worldpay, Inc. Class A Common Stock. F2: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. Vested shares will be delivered to the reporting person following the termination of the reporting person's service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Worldpay, Inc. Class A Common Stock.
F2: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. Vested shares will be delivered to the reporting person following the termination of the reporting person's service as a director.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
S&P Global Inc.
Report date May 10, 2019 · Filed May 14, 2019
Section 16 reporting ended · disclosed 2019-05-14. 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 | 24,357.37 |
Reported balance
After 2019-05-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-05-10 · Grant · Acquired 375.65 · Balance 24,357.37 F1: 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 May 10, 2019, the first business day following the day Sir Michael Rake 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 are to be settled 100% in SPGI common stock following such time as the reporting person ceases to be a director. Sir Michael Rake's service as a director of the S&P Global board ceased on May 9, 2019. |
| Common StockSEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2019-05-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 400 |
Filing footnotes · ownership attribution and instrument terms
F1: 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 May 10, 2019, the first business day following the day Sir Michael Rake 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 are to be settled 100% in SPGI common stock following such time as the reporting person ceases to be a director. Sir Michael Rake's service as a director of the S&P Global board ceased on May 9, 2019.
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 10, 2019 Filed May 14, 2019 18:40 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 375.65 | $214.33 Strike: $0.00 | $80,513.06 |
DisclosureSEC source: 0000064040-19-000144 · wf-form4_155785920038627.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,357.37 Underlying: Common Stock · 375.65 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 May 10, 2019, the first business day following the day Sir Michael Rake 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 are to be settled 100% in SPGI common stock following such time as the reporting person ceases to be a director. Sir Michael Rake's service as a director of the S&P Global board ceased on May 9, 2019. 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 following such time as the reporting person ceases to be a director. Sir Michael Rake's service as a director of the S&P Global board ceased on May 9, 2019. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:49 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,347.69 | $169.85 Strike: $0.00 | $228,905.15 |
DisclosureSEC source: 0000064040-19-000044 · wf-form4_154664577242257.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,981.72 Underlying: Common Stock · 1,347.69 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 |
| May 16, 2018 Filed May 18, 2018 16:29 UTC | Worldpay, Inc. WP · Entity 155747 | GrantRestricted Stock Units · Derivative | 2,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001533932-18-000156 · wf-form4_152667530508709.xml · derivative · entry 1 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,778 Underlying: Class A Common Stock · 2,161 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Worldpay, Inc. Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. Vested shares will be delivered to the reporting person following the termination of the reporting person's service as a director. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. Vested shares will be delivered to the reporting person following the termination of the reporting person's service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 16:25 UTC | Worldpay, Inc. WP · Entity 155747 | GrantRestricted Stock Units · Derivative | 617 | $0.00 | $0.00 |
DisclosureSEC source: 0001533932-18-000020 · wf-form4_151631071780843.xml · derivative · entry 1 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617 Underlying: Class A Common Stock · 617 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Vantiv, Inc. Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. Vested shares will be delivered to the reporting person following the termination of the reporting person's service as a director. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. Vested shares will be delivered to the reporting person following the termination of the reporting person's service as a director. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:07 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,307.17 | $168.12 Strike: $0.00 | $219,761.42 |
DisclosureSEC source: 0000064040-18-000036 · wf-form4_151509645764379.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,634.03 Underlying: Common Stock · 1,307.17 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 |
| January 03, 2017 Filed Jan 5, 2017 14:44 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,658.9 | $108.39 Strike: $0.00 | $179,808.17 |
DisclosureSEC source: 0001225208-17-000536 · doc4.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,326.86 Underlying: Common Stock · 1,658.9 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 |
| January 04, 2016 Filed Jan 5, 2016 19:54 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,483.18 | $94.80 Strike: $0.00 | $140,605.46 |
DisclosureSEC source: 0001225208-16-023412 · doc4.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,667.96 Underlying: Common Stock · 1,483.18 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 |
| January 05, 2015 Filed Jan 6, 2015 23:49 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,567.63 | $87.09 Strike: $0.00 | $136,524.90 |
DisclosureSEC source: 0001225208-15-000897 · doc4.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,184.78 Underlying: Common Stock · 1,567.63 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 6, 2014 16:10 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,914.43 | $77.75 Strike: $0.00 | $148,846.93 |
DisclosureSEC source: 0001225208-14-000801 · doc4.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,617.15 Underlying: Common Stock · 1,914.43 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 21:53 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 4,436.09 | $55.72 Strike: $0.00 | $247,178.93 |
DisclosureSEC source: 0001225208-13-000589 · doc4.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,702.72 Underlying: Common Stock · 4,436.09 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 |
| January 03, 2012 Filed Jan 5, 2012 15:31 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,190.64 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-000708 · doc4.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,266.63 Underlying: Common Stock · 2,190.64 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 3, 2012. 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 |
| January 03, 2011 Filed Jan 5, 2011 16:44 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,663.41 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-000921 · doc4.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,075.99 Underlying: Common Stock · 2,663.41 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 3, 2011. 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 |
| January 04, 2010 Filed Jan 6, 2010 15:04 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 3,175 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-000847 · doc4.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,412.58 Underlying: Common Stock · 3,175 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 average of the monthly average for each month during 2009 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. 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 |
| January 05, 2009 Filed Jan 7, 2009 15:20 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,237.58 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-000955 · doc4.xml · derivative · entry 2 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,237.58 Underlying: Common Stock · 2,237.58 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 average of the monthly average for each month during 2008 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. 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 |
| December 10, 2007 Filed Dec 12, 2007 14:35 UTC | S&P Global Inc. MHP · Entity 2879 | PurchaseCommon Stock | 400 | $46.66 | $18,664.00 |
DisclosureSEC source: 0001196168-07-000069 · rak365.xml · nonDerivative · entry 1 Rake Michael · CIK 0001420787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 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.