Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | Executive Vice President | February 11, 2019 | February 13, 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.
UMB FINANCIAL CORP
Report date February 11, 2019 · Filed February 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,268.0389 |
Ending reported balance
After 2019-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-11 · Tax withholding · Disposed 71 · Balance 10,174.0389 Row 2 · 2019-02-13 · Grant · Acquired 1,094 · Balance 11,268.0389 F1: The restricted stock units vest 50% on 2/13/21, 75% on 2/13/22 and 100% on 2/13/23. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 289.4522 |
Reported balance
Holding disclosure · report date 2019-02-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 289.4522 |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest 50% on 2/13/21, 75% on 2/13/22 and 100% on 2/13/23.
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 |
|---|---|---|---|---|---|---|
| August 17, 2018 Filed Aug 20, 2018 22:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $76.16 | $15,232.00 |
DisclosureSEC source: 0001127602-18-025831 · form4.xml · nonDerivative · entry 8 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,941.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $76.15 | $7,615.00 |
DisclosureSEC source: 0001127602-18-025831 · form4.xml · nonDerivative · entry 7 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,141.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $76.14 | $15,228.00 |
DisclosureSEC source: 0001127602-18-025831 · form4.xml · nonDerivative · entry 6 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,241.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $76.13 | $7,613.00 |
DisclosureSEC source: 0001127602-18-025831 · form4.xml · nonDerivative · entry 5 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,441.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 300 | $76.12 | $22,836.00 |
DisclosureSEC source: 0001127602-18-025831 · form4.xml · nonDerivative · entry 4 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,541.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $76.09 | $7,609.00 |
DisclosureSEC source: 0001127602-18-025831 · form4.xml · nonDerivative · entry 3 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,841.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $76.08 | $15,216.00 |
DisclosureSEC source: 0001127602-18-025831 · form4.xml · nonDerivative · entry 2 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,941.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $76.08 | $7,607.50 |
DisclosureSEC source: 0001127602-18-025831 · form4.xml · nonDerivative · entry 1 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,141.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,776 | $0.00 Strike: $45.58 | $0.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · derivative · entry 35 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,776 shares Expires 2023-01-01 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. F7 · derivative.exercise_date: Options vested 50% on 1/1/2016, 75% on 1/1/2017 and 100% on 1/1/2018. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,169 | $0.00 Strike: $39.97 | $0.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · derivative · entry 34 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,169 shares Expires 2022-01-01 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. F6 · derivative.exercise_date: Options vested 50% on 1/1/2015, 75% on 1/1/2016 and 100% on 1/1/2017. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,751 | $0.00 Strike: $41.71 | $0.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · derivative · entry 33 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,751 shares Expires 2021-01-01 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. F5 · derivative.exercise_date: Options vested 50% on 1/1/2014, 75% on 1/1/2015 and 100% on 1/1/2016. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,155 | $0.00 Strike: $37.84 | $0.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · derivative · entry 32 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,155 shares Expires 2020-01-01 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. F4 · derivative.exercise_date: Options vested 50% on 1/1/2013; 75% on 1/1/2014; and 100% on 1/1/2015. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,609 | $0.00 Strike: $41.37 | $0.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · derivative · entry 31 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,609 shares Expires 2019-01-01 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. F3 · derivative.exercise_date: Options vested 50% on 1/1/2012, 75% on 1/1/2013, and 100% on 1/1/2014. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 300 | $76.05 | $22,815.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 29 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,241.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 300 | $76.04 | $22,812.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 28 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,541.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $76.03 | $15,206.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 27 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,841.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 954 | $76.02 | $72,523.08 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 26 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,041.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $76.00 | $15,200.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 25 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,995.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $75.94 | $7,594.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 24 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,195.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $75.93 | $7,593.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 23 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,295.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $75.89 | $15,178.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 22 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,395.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 310 | $75.88 | $23,522.80 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 21 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,595.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $75.85 | $7,585.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 20 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,905.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $75.84 | $15,168.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 19 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,005.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 400 | $75.83 | $30,332.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 18 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,205.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 700 | $75.82 | $53,074.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 17 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,605.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 705 | $75.81 | $53,446.05 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 16 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,305.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 700 | $75.79 | $53,053.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 15 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,010.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 600 | $75.78 | $45,468.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 14 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,710.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 800 | $75.77 | $60,616.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 13 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,310.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 500 | $75.76 | $37,880.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 12 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,110.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 900 | $75.75 | $68,175.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 11 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,610.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 400 | $75.75 | $30,298.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 10 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,510.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 395 | $75.74 | $29,917.30 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 9 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,910.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 400 | $75.74 | $30,294.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 8 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,305.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 600 | $75.73 | $45,438.00 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 7 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,705.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $75.72 | $15,143.50 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 6 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,305.2179 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 2,776 | $45.58 | $126,530.08 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 5 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,505.2179 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. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 3,169 | $39.97 | $126,664.93 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 4 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,729.2179 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. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 2,751 | $41.71 | $114,744.21 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 3 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,560.2179 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. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 3,155 | $37.84 | $119,385.20 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 2 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,809.2179 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. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 2,609 | $41.37 | $107,934.33 |
DisclosureSEC source: 0001127602-18-025826 · form4.xml · nonDerivative · entry 1 Abraham Dana H · CIK 0001739103 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,654.2179 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 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. 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.