Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BORGWARNER INCBWA · Entity 3425 | Vice President and Controller | February 28, 2019 | March 04, 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.
BORGWARNER INC
Report date February 28, 2019 · Filed March 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,422.36 |
Ending reported balance
After 2019-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-28 · Tax withholding · Disposed 15 · Balance 37,919.36 F1: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Row 2 · 2019-02-28 · Tax withholding · Disposed 497 · Balance 37,422.36 F1: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. |
| Common StockSEC Table I · non-derivative | IndirectBy 401k | 7,485.308 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,485.308 F2: From 1/1/18 to 12/31/18, the reporting person acquired 114.939 shares in the 401K plan. Column 5 includes the reporting person's total stock holdings in the 401K plan as of the date of this report. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards.
F2: From 1/1/18 to 12/31/18, the reporting person acquired 114.939 shares in the 401K plan. Column 5 includes the reporting person's total stock holdings in the 401K plan as of the date of this report.
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 |
|---|---|---|---|---|---|---|
| February 28, 2019 Filed Mar 4, 2019 22:27 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 497 | $40.73 | $20,244.05 |
DisclosureSEC source: 0001225208-19-004395 · doc4.xml · nonDerivative · entry 2 HENSEL ANTHONY · CIK 0001178984 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,422.36 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:27 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 15 | $40.73 | $610.99 |
DisclosureSEC source: 0001225208-19-004395 · doc4.xml · nonDerivative · entry 1 HENSEL ANTHONY · CIK 0001178984 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,919.36 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 17, 2019 Filed Feb 19, 2019 22:13 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 4,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002947 · doc4.xml · nonDerivative · entry 1 HENSEL ANTHONY · CIK 0001178984 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,819.35 F1 · shares: The shares will vest 50% on February 28. 2021 and 100% on February 28, 2022. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:47 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 2,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002297 · doc4.xml · nonDerivative · entry 1 HENSEL ANTHONY · CIK 0001178984 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,377.35 F1 · shares: Each performance share represented a contingent right to receive one share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 20:40 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002738 · doc4.xml · nonDerivative · entry 2 HENSEL ANTHONY · CIK 0001178984 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,645.35 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 20:40 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002738 · doc4.xml · nonDerivative · entry 1 HENSEL ANTHONY · CIK 0001178984 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,875.35 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 19:28 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 2,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002303 · doc4.xml · nonDerivative · entry 2 HENSEL ANTHONY · CIK 0001178984 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,157.35 F2 · shares: Each performance share represented a contingent right to receive a share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 19:28 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 2,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002303 · doc4.xml · nonDerivative · entry 1 HENSEL ANTHONY · CIK 0001178984 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,001.35 F1 · shares: The shares will vest 50% on February 28, 2020 and 100% on February 28, 2021. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:42 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003253 · doc4.xml · nonDerivative · entry 1 HENSEL ANTHONY · CIK 0001178984 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,105.71 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:38 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002712 · doc4.xml · nonDerivative · entry 2 HENSEL ANTHONY · CIK 0001178984 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,625.71 F2 · shares: Each performance share represented a contingent right to receive a share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:38 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 3,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002712 · doc4.xml · nonDerivative · entry 1 HENSEL ANTHONY · CIK 0001178984 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,658.71 F1 · shares: The shares will vest 50% on February 28, 2019 and 100% on February 28, 2020. 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.