person · Reporting owner

WASSON GREGORY D

Disclosed activity across 5 companies

Tapewire entity: 16110
SEC CIK: 0001188827

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Innventure, Inc.INV · Entity 6768	10% owner	October 02, 2024	October 08, 2024
OptimizeRx CorpOPRX · Entity 213	Director	June 09, 2026	June 10, 2026
P3 Health Partners Inc.PIII · Entity 4562	Director	August 06, 2025	January 23, 2026
PNC FINANCIAL SERVICES GROUP, INC.PNC · Entity 2924	Director	October 01, 2018	October 03, 2018
VERIZON COMMUNICATIONS INCVZ · Entity 116	Director	March 06, 2018	March 08, 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.

Innventure, Inc.

Report date October 02, 2024 · Filed October 08, 2024

Jointly reported with WE-INN LLC, Wasson Kimberly

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	8,697,656	Reported balance Holding disclosure · report date 2024-10-02 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 8,697,656 F1: The reporting persons acquired these securities on October 2, 2024, as consideration for the reporting persons' units of Innventure LLC, which Innventure, Inc. acquired by merger on October 2, 2024. The merger agreement provides that the former members of Innventure LLC will receive additional shares of Innventure, Inc. common stock if certain milestone conditions are met. The reporting persons' right to receive additional shares pursuant to this earn-out right became fixed and irrevocable on October 2, 2024, the effective date of the merger. F2: The securities are owned indirectly and jointly by Mr. and Mrs. Wasson, who share voting and dispositive power over the securities held by WE-INN LLC. Mr. and Mrs. Wasson are President and Executive Vice President of WE-INN LLC, respectively.

Filing footnotes · ownership attribution and instrument terms

F1: The reporting persons acquired these securities on October 2, 2024, as consideration for the reporting persons' units of Innventure LLC, which Innventure, Inc. acquired by merger on October 2, 2024. The merger agreement provides that the former members of Innventure LLC will receive additional shares of Innventure, Inc. common stock if certain milestone conditions are met. The reporting persons' right to receive additional shares pursuant to this earn-out right became fixed and irrevocable on October 2, 2024, the effective date of the merger.

F2: The securities are owned indirectly and jointly by Mr. and Mrs. Wasson, who share voting and dispositive power over the securities held by WE-INN LLC. Mr. and Mrs. Wasson are President and Executive Vice President of WE-INN LLC, respectively.

OptimizeRx Corp

Report date June 09, 2026 · Filed June 10, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	91,700	Reported balance After 2026-06-09 transaction · row 1 1 source row Row 1 · 2026-06-09 · Grant · Acquired 34,517 · Balance 91,700 F1: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of the grant or the date of the Company's next annual meeting of shareholders.

Filing footnotes · ownership attribution and instrument terms

F1: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of the grant or the date of the Company's next annual meeting of shareholders.

P3 Health Partners Inc.

Report date August 06, 2025 · Filed January 23, 2026 · Amendment

Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	6,331	Reported balance After 2025-08-06 transaction · row 1 Amendment: may correct only part of an earlier disclosure. 1 source row Row 1 · 2025-08-06 · Grant · Acquired 2,000 · Balance 6,331 F1: Represents a grant of restricted stock units ("RSUs") granted pursuant to the P3 Health Partners Inc. 2021 Incentive Award Plan. Each RSU represents a right to receive one share of Class A common stock. The RSUs vest upon the earlier of the Company's 2026 annual stockholder meeting and the one-year anniversary of the grant date. F2: This amended Form 4 is being filed to correct Column 5 of Table I, which inadvertently reported the number of securities beneficially owned by the Reporting Person prior to the Company's 1-for-50 reverse stock split, which became effective on April 11, 2025, and excluded certain securities indirectly owned by the Reporting Person. This amended Form 4 is being filed to correct the number of securities beneficially owned by the Reporting Person to reflect the reverse stock split, as well as the Reporting Person's indirect ownership.
Class A Common StockSEC Table I · non-derivative	IndirectG&K Investment Holdings LLC	17,192	Reported balance Holding disclosure · report date 2025-08-06 · row 2 Amendment: may correct only part of an earlier disclosure. 1 source row Row 2 · Balance 17,192 F2: This amended Form 4 is being filed to correct Column 5 of Table I, which inadvertently reported the number of securities beneficially owned by the Reporting Person prior to the Company's 1-for-50 reverse stock split, which became effective on April 11, 2025, and excluded certain securities indirectly owned by the Reporting Person. This amended Form 4 is being filed to correct the number of securities beneficially owned by the Reporting Person to reflect the reverse stock split, as well as the Reporting Person's indirect ownership. F3: The Reporting Person has voting and dispositive power over the securities held by G&K Investment Holdings LLC.

Filing footnotes · ownership attribution and instrument terms

F1: Represents a grant of restricted stock units ("RSUs") granted pursuant to the P3 Health Partners Inc. 2021 Incentive Award Plan. Each RSU represents a right to receive one share of Class A common stock. The RSUs vest upon the earlier of the Company's 2026 annual stockholder meeting and the one-year anniversary of the grant date.

F2: This amended Form 4 is being filed to correct Column 5 of Table I, which inadvertently reported the number of securities beneficially owned by the Reporting Person prior to the Company's 1-for-50 reverse stock split, which became effective on April 11, 2025, and excluded certain securities indirectly owned by the Reporting Person. This amended Form 4 is being filed to correct the number of securities beneficially owned by the Reporting Person to reflect the reverse stock split, as well as the Reporting Person's indirect ownership.

F3: The Reporting Person has voting and dispositive power over the securities held by G&K Investment Holdings LLC.

PNC FINANCIAL SERVICES GROUP, INC.

Report date October 01, 2018 · Filed October 03, 2018

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Phantom Stock UnitSEC Table II · derivative / convertible security	IndirectDeferred Compensation Plan	3,729	Reported balance After 2018-10-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2018-10-01 · Grant · Acquired 221 · Balance 3,729 F1: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2: Includes an aggregate of 23 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4.
Phantom Stock UnitSEC Table II · derivative / convertible security	IndirectDeferred Stock Unit Plan	1,625	Reported balance Holding disclosure · report date 2018-10-01 · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · Balance 1,625 F1: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F3: Includes an aggregate of 11 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Outside Directors Deferred Stock Unit Plan subsequent to the date of the reporting person's most recent filing on Form 4.
Deferred Stock UnitSEC Table II · derivative / convertible security	Direct	2,232	Reported balance Holding disclosure · report date 2018-10-01 · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · Balance 2,232 F4: Deferred stock unit ("DSU") granted pursuant to The PNC Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. F5: Includes an aggregate of 13 DSUs acquired by the reporting person as dividend equivalents under the Program subsequent to the date of the reporting person's most recent filing on Form 4.

Filing footnotes · ownership attribution and instrument terms

F1: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire.

F2: Includes an aggregate of 23 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4.

F3: Includes an aggregate of 11 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Outside Directors Deferred Stock Unit Plan subsequent to the date of the reporting person's most recent filing on Form 4.

F4: Deferred stock unit ("DSU") granted pursuant to The PNC Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program.

F5: Includes an aggregate of 13 DSUs acquired by the reporting person as dividend equivalents under the Program subsequent to the date of the reporting person's most recent filing on Form 4.

VERIZON COMMUNICATIONS INC

Report date March 06, 2018 · Filed March 08, 2018

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Phantom StockSEC Table II · derivative / convertible security	IndirectBy Deferred Compensation Plan	24,921	Reported balance After 2018-03-06 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2018-03-06 · Grant · Acquired 3,579 · Balance 24,921 F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2: Includes phantom stock acquired through dividend reinvestment.

Filing footnotes · ownership attribution and instrument terms

F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director.

F2: Includes phantom stock acquired through dividend reinvestment.

Transaction history

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
June 09, 2026 Filed Jun 10, 2026 17:37 UTC	OptimizeRx Corp OPRX · Entity 213	GrantCommon Stock	34,517	$0.00	$0.00	Disclosure SEC source: 0001628280-26-042128 · wk-form4_1781113035.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,700 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of the grant or the date of the Company's next annual meeting of shareholders. Read SEC document
August 06, 2025 Filed Aug 8, 2025 23:14 UTC	P3 Health Partners Inc. PIII · Entity 4562	GrantClass A Common Stock	2,000	$0.00	$0.00	Disclosure SEC source: 0001628280-25-039352 · wk-form4_1754694850.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,561 F1 · shares: Represents a grant of restricted stock units ("RSUs") granted pursuant to the P3 Health Partners Inc. 2021 Incentive Award Plan. Each RSU represents a right to receive one share of Class A common stock. The RSUs vest in one year from date of grant. Read SEC document
August 06, 2025 Filed Jan 23, 2026 23:15 UTC Amendment	P3 Health Partners Inc. PIII · Entity 4562	GrantClass A Common Stock	2,000	$0.00	$0.00	Disclosure SEC source: 0001188827-26-000002 · wk-form4a_1769210100.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,331 F1 · shares: Represents a grant of restricted stock units ("RSUs") granted pursuant to the P3 Health Partners Inc. 2021 Incentive Award Plan. Each RSU represents a right to receive one share of Class A common stock. The RSUs vest upon the earlier of the Company's 2026 annual stockholder meeting and the one-year anniversary of the grant date. F2 · balance_after: This amended Form 4 is being filed to correct Column 5 of Table I, which inadvertently reported the number of securities beneficially owned by the Reporting Person prior to the Company's 1-for-50 reverse stock split, which became effective on April 11, 2025, and excluded certain securities indirectly owned by the Reporting Person. This amended Form 4 is being filed to correct the number of securities beneficially owned by the Reporting Person to reflect the reverse stock split, as well as the Reporting Person's indirect ownership. Read SEC document
June 11, 2025 Filed Jun 12, 2025 20:31 UTC	OptimizeRx Corp OPRX · Entity 213	GrantCommon Stock	9,868	$0.00	$0.00	Disclosure SEC source: 0001628280-25-031015 · wk-form4_1749760310.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,183 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of the grant or the date of the Company's next annual meeting of shareholders. Read SEC document
June 07, 2024 Filed Jun 11, 2024 21:48 UTC	OptimizeRx Corp OPRX · Entity 213	GrantCommon Stock	13,286	$0.00	$0.00	Disclosure SEC source: 0001628280-24-027714 · wk-form4_1718142520.xml · nonDerivative · entry 2 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,315 F2 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. Read SEC document
June 06, 2024 Filed Jun 10, 2024 21:41 UTC	P3 Health Partners Inc. PIII · Entity 4562	GrantStock Option (Right to Buy) · Derivative	482,640	$0.00 Strike: $0.55	$0.00	Disclosure SEC source: 0001628280-24-027578 · wk-form4_1718055711.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 482,640 Underlying: Class A Common Stock · 482,640 shares Expires 2034-06-06 F1 · derivative.exercise_date: The option vests and becomes exercisable on the earlier of (i) June 6, 2025 and (ii) the date of the next annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document
June 05, 2024 Filed Jun 11, 2024 21:48 UTC	OptimizeRx Corp OPRX · Entity 213	Exercise / conversionRestricted Stock Units · Derivative	10,061	$0.00	$0.00	Disclosure SEC source: 0001628280-24-027714 · wk-form4_1718142520.xml · derivative · entry 3 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,061 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024. F3 · derivative.expiration_date: On June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024. Read SEC document
June 05, 2024 Filed Jun 11, 2024 21:48 UTC	OptimizeRx Corp OPRX · Entity 213	Exercise / conversionCommon Stock	10,061	$0.00	$0.00	Disclosure SEC source: 0001628280-24-027714 · wk-form4_1718142520.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,029 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document
October 23, 2023 Filed Jan 25, 2024 21:17 UTC	P3 Health Partners Inc. PIII · Entity 4562	GrantClass A Common Stock	216,561	$0.00	$0.00	Disclosure SEC source: 0001628280-24-002236 · wk-form4_1706217401.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,561 F1 · shares: Represents a grant of restricted stock units ("RSUs") granted pursuant to the P3 Health Partners Inc. 2021 Incentive Award Plan. Each RSU represents a right to receive one share of Class A common stock. The RSUs vest in two substantially equal installments on each of October 23, 2024 and October 23, 2025. Read SEC document
June 07, 2023 Filed Aug 18, 2023 13:28 UTC	OptimizeRx Corp OPRX · Entity 213	GrantRestricted Stock Units · Derivative	10,061	$0.00	$0.00	Disclosure SEC source: 0001628280-23-029924 · wk-form4_1692365278.xml · derivative · entry 3 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,061 Underlying: Common Stock · 10,061 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock. F4 · derivative.exercise_date: The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. F4 · derivative.expiration_date: The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. Read SEC document
June 07, 2023 Filed Aug 18, 2023 13:28 UTC	OptimizeRx Corp OPRX · Entity 213	Exercise / conversionRestricted Stock Units · Derivative	4,637	$0.00	$0.00	Disclosure SEC source: 0001628280-23-029924 · wk-form4_1692365278.xml · derivative · entry 2 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,637 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On June 7, 2022 the reporting person was granted 4,637 restricted stock units which vested in full on June 7, 2023. F2 · derivative.expiration_date: On June 7, 2022 the reporting person was granted 4,637 restricted stock units which vested in full on June 7, 2023. Read SEC document
June 07, 2023 Filed Aug 18, 2023 13:28 UTC	OptimizeRx Corp OPRX · Entity 213	Exercise / conversionCommon Stock	4,637	$0.00	$0.00	Disclosure SEC source: 0001628280-23-029924 · wk-form4_1692365278.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,968 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document
March 31, 2023 Filed Apr 3, 2023 16:22 UTC	OptimizeRx Corp OPRX · Entity 213	Exercise / conversionRestricted Stock Units · Derivative	657	$0.00	$0.00	Disclosure SEC source: 0001628280-23-010321 · wf-form4_168053891942992.xml · derivative · entry 2 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 657 Underlying: Common Stock · 657 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On March 30, 2022 the reporting person was granted 657 restricted stock units which vested in full on March 30, 2023. F2 · derivative.expiration_date: On March 30, 2022 the reporting person was granted 657 restricted stock units which vested in full on March 30, 2023. Read SEC document
March 31, 2023 Filed Apr 3, 2023 16:22 UTC	OptimizeRx Corp OPRX · Entity 213	Exercise / conversionCommon Stock	657	$0.00	$0.00	Disclosure SEC source: 0001628280-23-010321 · wf-form4_168053891942992.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,331 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document
December 30, 2022 Filed Jan 4, 2023 21:07 UTC	OptimizeRx Corp OPRX · Entity 213	Exercise / conversionRestricted Stock Units · Derivative	409	$0.00	$0.00	Disclosure SEC source: 0001628280-23-000216 · wf-form4_167286644104550.xml · derivative · entry 2 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 409 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022. F2 · derivative.expiration_date: On December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022. Read SEC document
December 30, 2022 Filed Jan 4, 2023 21:07 UTC	OptimizeRx Corp OPRX · Entity 213	Exercise / conversionCommon Stock	409	$0.00	$0.00	Disclosure SEC source: 0001628280-23-000216 · wf-form4_167286644104550.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,674 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document
September 29, 2022 Filed Sep 30, 2022 20:39 UTC	OptimizeRx Corp OPRX · Entity 213	Exercise / conversionRestricted Stock Units · Derivative	334	$0.00	$0.00	Disclosure SEC source: 0001628280-22-025808 · wf-form4_166457037736073.xml · derivative · entry 2 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 334 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022. F2 · derivative.expiration_date: On September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022. Read SEC document
September 29, 2022 Filed Sep 30, 2022 20:39 UTC	OptimizeRx Corp OPRX · Entity 213	Exercise / conversionCommon Stock	334	$0.00	$0.00	Disclosure SEC source: 0001628280-22-025808 · wf-form4_166457037736073.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,265 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document
June 09, 2022 Filed Jun 13, 2022 20:45 UTC	OptimizeRx Corp OPRX · Entity 213	GrantRestricted Stock Units · Derivative	4,637	$0.00	$0.00	Disclosure SEC source: 0001213900-22-032528 · ownership.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,637 Underlying: Common Stock · 4,637 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock. F2 · derivative.exercise_date: The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. F2 · derivative.expiration_date: The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. Read SEC document
March 30, 2022 Filed Apr 1, 2022 20:45 UTC	OptimizeRx Corp OPRX · Entity 213	GrantRestricted Stock Units · Derivative	657	$0.00	$0.00	Disclosure SEC source: 0001213900-22-017498 · ownership.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 657 Underlying: Common Stock · 657 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock. F2 · derivative.exercise_date: The restricted stock units vest on March 30, 2023. F2 · derivative.expiration_date: The restricted stock units vest on March 30, 2023. Read SEC document
March 24, 2022 Filed Mar 28, 2022 21:27 UTC	P3 Health Partners Inc. PIII · Entity 4562	GrantStock Option (Right to Buy) · Derivative	85,535	$0.00 Strike: $7.95	$0.00	Disclosure SEC source: 0001104659-22-038893 · tm2210604-7_4seq1.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,535 Underlying: Class A Common Stock · 85,535 shares Expires 2032-03-24 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 50% of the shares on each of March 24, 2023 and March 24, 2024. Read SEC document
December 30, 2021 Filed Jan 3, 2022 21:45 UTC	OptimizeRx Corp OPRX · Entity 213	GrantRestricted Stock Units · Derivative	409	$0.00	$0.00	Disclosure SEC source: 0001213900-22-000278 · ownership.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743 Underlying: Common Stock · 409 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: Grant to the Reporting Person of restricted stock units under the OptimizeRx Corp. 2021 Equity Incentive Plan. The restricted stock units granted vest on December 30, 2022, subject to continued service to the issuer through the vesting date. This restricted stock units granted are subject to accelerated vesting in the event that the recipient is subject to a qualified termination within a specified period of time prior to or following the closing of a change in control transaction. F3 · derivative.expiration_date: Not applicable. Read SEC document
October 04, 2021 Filed Oct 6, 2021 21:28 UTC	P3 Health Partners Inc. FORE · Entity 4562	ConversionClass B Common Stock · Derivative	6,843,525	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-21-039474 · doc4.xml · derivative · entry 2 WASSON GREGORY D · CIK 0001188827 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 6,843,525 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. F3 · derivative.exercise_price: The shares of Class B common stock have no expiration date and will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-251978). F1 · kind: Represents shares of Class A common stock of the Issuer acquired upon conversion of shares of Class B common stock of the Issuer at the Sponsor's election. F1 · price: Represents shares of Class A common stock of the Issuer acquired upon conversion of shares of Class B common stock of the Issuer at the Sponsor's election. F3 · derivative.exercise_date: The shares of Class B common stock have no expiration date and will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-251978). F3 · derivative.expiration_date: The shares of Class B common stock have no expiration date and will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-251978). F2 · ownership.nature: The shares are held by Foresight Sponsor Group, LLC (the "Sponsor"). The Sponsor is governed by a board of managers consisting of Greg Wasson and Michael Balkin. Each of Mr. Wasson and Mr. Balkin disclaims beneficial ownership of the securities held by the Sponsor except to the extent of his pecuniary interest therein. Read SEC document
October 04, 2021 Filed Oct 6, 2021 21:28 UTC	P3 Health Partners Inc. FORE · Entity 4562	ConversionClass A Common Stock	6,843,525	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-21-039474 · doc4.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 7,526,025 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 · kind: Represents shares of Class A common stock of the Issuer acquired upon conversion of shares of Class B common stock of the Issuer at the Sponsor's election. F1 · price: Represents shares of Class A common stock of the Issuer acquired upon conversion of shares of Class B common stock of the Issuer at the Sponsor's election. F2 · ownership.nature: The shares are held by Foresight Sponsor Group, LLC (the "Sponsor"). The Sponsor is governed by a board of managers consisting of Greg Wasson and Michael Balkin. Each of Mr. Wasson and Mr. Balkin disclaims beneficial ownership of the securities held by the Sponsor except to the extent of his pecuniary interest therein. Read SEC document
September 29, 2021 Filed Oct 1, 2021 20:45 UTC	OptimizeRx Corp OPRX · Entity 213	GrantRestricted Stock Units · Derivative	334	$0.00	$0.00	Disclosure SEC source: 0001213900-21-051141 · ownership.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334 Underlying: Common Stock · 334 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: Grant to the Reporting Person of restricted stock units under the OptimizeRx Corp. 2021 Equity Incentive Plan. The restricted stock units granted vest on September 29, 2022, subject to continued service to the issuer through the vesting date. This restricted stock units granted are subject to accelerated vesting in the event that the recipient is subject to a qualified termination within a specified period of time prior to or following the closing of a change in control transaction. F3 · derivative.expiration_date: Not applicable. Read SEC document
June 30, 2021 Filed Jun 30, 2021 20:49 UTC	OptimizeRx Corp OPRX · Entity 213	GrantCommon Stock	407	$0.00	$0.00	Disclosure SEC source: 0001213900-21-035083 · ownership.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,931 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document
March 31, 2021 Filed Apr 2, 2021 16:44 UTC	OptimizeRx Corp OPRX · Entity 213	GrantCommon Stock	539	$0.00	$0.00	Disclosure SEC source: 0001213900-21-019884 · ownership.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,524 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document
February 12, 2021 Filed Feb 17, 2021 23:10 UTC	P3 Health Partners Inc. FORE · Entity 4562	PurchaseClass A Common Stock	682,500	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-21-006959 · doc4.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 682,500 F1 · price: Simultaneously with the Issuer's initial public offering, Foresight Sponsor Group, LLC (the "Sponsor") acquired, at a price of $10.00 per unit, 682,500 units (the "Private Units") in a private placement for an aggregate purchase price of $6,825,000. Each Private Unit consists of one share of common stock and one-third of one warrant. F2 · ownership.nature: The shares are held directly by the Sponsor. The Sponsor is governed by a board of managers consisting of Greg Wasson and Michael Balkin. Each of Mr. Wasson and Mr. Balkin disclaims beneficial ownership of the securities held by the Sponsor except to the extent of his pecuniary interest therein. Read SEC document
December 31, 2020 Filed Jan 5, 2021 21:46 UTC	OptimizeRx Corp OPRX · Entity 213	GrantCommon Stock	802	$0.00	$0.00	Disclosure SEC source: 0001213900-21-000458 · ownership.xml · nonDerivative · entry 2 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,985 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document
September 30, 2020 Filed Jan 5, 2021 21:46 UTC	OptimizeRx Corp OPRX · Entity 213	GrantCommon Stock	1,183	$0.00	$0.00	Disclosure SEC source: 0001213900-21-000458 · ownership.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,183 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document
August 07, 2020 Filed Aug 11, 2020 15:44 UTC	OptimizeRx Corp OPRX · Entity 213	PurchaseCommon Stock	15,000	$17.49	$262,350.00	Disclosure SEC source: 0001213900-20-021359 · ownership.xml · nonDerivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Read SEC document
October 01, 2018 Filed Oct 3, 2018 19:52 UTC	PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924	GrantPhantom Stock Unit · Derivative	221	$135.99	$30,053.79	Disclosure SEC source: 0001209191-18-053719 · doc4.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 3,729 Underlying: $5 Par Common Stock · 221 shares Expires not disclosed F1 · derivative.exercise_price: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.exercise_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.expiration_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2 · balance_after: Includes an aggregate of 23 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4. Read SEC document
June 28, 2018 Filed Jun 29, 2018 22:08 UTC	PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924	GrantPhantom Stock Unit · Derivative	210	$135.57	$28,469.70	Disclosure SEC source: 0001209191-18-040101 · doc4.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 3,485 Underlying: $5 Par Common Stock · 210 shares Expires not disclosed F1 · derivative.exercise_price: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.exercise_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.expiration_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2 · balance_after: Includes an aggregate of 17 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4. Read SEC document
April 24, 2018 Filed Apr 26, 2018 20:25 UTC	PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924	GrantDeferred Stock Unit · Derivative	999	$145.01	$144,864.99	Disclosure SEC source: 0001209191-18-026224 · doc4.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,213 Underlying: $5 Par Common Stock · 999 shares Expires not disclosed F1 · derivative.exercise_price: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. F1 · kind: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. F1 · derivative.exercise_date: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. F1 · derivative.expiration_date: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. Read SEC document
April 02, 2018 Filed Apr 4, 2018 21:09 UTC	PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924	GrantPhantom Stock Unit · Derivative	192	$148.32	$28,477.44	Disclosure SEC source: 0001209191-18-023783 · doc4.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 3,258 Underlying: $5 Par Common Stock · 192 shares Expires not disclosed F1 · derivative.exercise_price: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.exercise_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.expiration_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2 · balance_after: Includes an aggregate of 14 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4. Read SEC document
March 06, 2018 Filed Mar 8, 2018 20:11 UTC	VERIZON COMMUNICATIONS INC VZ · Entity 116	GrantPhantom Stock · Derivative	3,579	$0.00	$0.00	Disclosure SEC source: 0001611593-18-000065 · edgar.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 24,921 Underlying: Common Stock · 3,579 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document
January 02, 2018 Filed Jan 4, 2018 22:08 UTC	PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924	GrantPhantom Stock Unit · Derivative	239	$144.62	$34,564.18	Disclosure SEC source: 0001209191-18-002048 · doc4.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 3,052 Underlying: $5 Par Common Stock · 239 shares Expires not disclosed F1 · derivative.exercise_price: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.exercise_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.expiration_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2 · balance_after: Includes an aggregate of 15 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4. Read SEC document
October 02, 2017 Filed Oct 4, 2017 20:17 UTC	PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924	GrantPhantom Stock Unit · Derivative	218	$135.12	$29,456.16	Disclosure SEC source: 0001209191-17-055803 · doc4.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 2,798 Underlying: $5 Par Common Stock · 218 shares Expires not disclosed F1 · derivative.exercise_price: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.exercise_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.expiration_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2 · balance_after: Includes an aggregate of 15 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4. Read SEC document
July 03, 2017 Filed Jul 6, 2017 20:31 UTC	PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924	GrantPhantom Stock Unit · Derivative	282	$126.00	$35,532.00	Disclosure SEC source: 0001209191-17-044053 · doc4.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 2,565 Underlying: $5 Par Common Stock · 282 shares Expires not disclosed F1 · derivative.exercise_price: One phantom stock unit was the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. The units were settled in cash and distributed to the reporting person on the transaction date. F1 · derivative.exercise_date: One phantom stock unit was the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. The units were settled in cash and distributed to the reporting person on the transaction date. F1 · derivative.expiration_date: One phantom stock unit was the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. The units were settled in cash and distributed to the reporting person on the transaction date. F2 · balance_after: Includes an aggregate of 10 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4. Read SEC document
April 25, 2017 Filed Apr 27, 2017 19:09 UTC	PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924	GrantPhantom Stock Unit · Derivative	1,197	$121.11	$144,968.67	Disclosure SEC source: 0001209191-17-028366 · doc4.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,197 Underlying: $5 Par Common Stock · 1,197 shares Expires not disclosed F1 · derivative.exercise_price: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. F1 · kind: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. F1 · derivative.exercise_date: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. F1 · derivative.expiration_date: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. Read SEC document
April 03, 2017 Filed Apr 5, 2017 20:06 UTC	PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924	GrantPhantom Stock Unit · Derivative	224	$119.84	$26,844.16	Disclosure SEC source: 0001209191-17-025578 · doc4.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 2,273 Underlying: $5 Par Common Stock · 224 shares Expires not disclosed F1 · derivative.exercise_price: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.exercise_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.expiration_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2 · balance_after: Includes an aggregate of 9 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4. Read SEC document
March 03, 2017 Filed Mar 7, 2017 13:18 UTC	VERIZON COMMUNICATIONS INC VZ · Entity 116	GrantPhantom Stock · Derivative	3,494	$0.00	$0.00	Disclosure SEC source: 0001611593-17-000072 · edgar.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 20,338 Underlying: Common Stock · 3,494 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document
January 03, 2017 Filed Jan 5, 2017 21:15 UTC	PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924	GrantPhantom Stock Unit · Derivative	249	$117.97	$29,374.53	Disclosure SEC source: 0001209191-17-002023 · doc4.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 2,040 Underlying: $5 Par Common Stock · 249 shares Expires not disclosed F1 · derivative.exercise_price: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.exercise_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.expiration_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2 · balance_after: Includes an aggregate of 10 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4. Read SEC document
October 03, 2016 Filed Oct 5, 2016 20:19 UTC	PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924	GrantPhantom Stock Unit · Derivative	351	$89.40	$31,379.40	Disclosure SEC source: 0001209191-16-144926 · doc4.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,781 Underlying: $5 Par Common Stock · 351 shares Expires not disclosed F1 · derivative.exercise_price: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.exercise_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.expiration_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2 · balance_after: Includes an aggregate of 9 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4. Read SEC document
March 04, 2016 Filed Mar 8, 2016 16:58 UTC	VERIZON COMMUNICATIONS INC VZ · Entity 116	GrantPhantom Stock · Derivative	2,895	$0.00	$0.00	Disclosure SEC source: 0001611593-16-000412 · edgar.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 16,100 Underlying: Common Stock · 2,895 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document
March 06, 2015 Filed Mar 10, 2015 12:36 UTC	VERIZON COMMUNICATIONS INC VZ · Entity 116	GrantPhantom Stock · Derivative	3,106	$0.00	$0.00	Disclosure SEC source: 0001611593-15-000086 · edgar.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 12,617 Underlying: Common Stock · 3,106 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document
March 07, 2014 Filed Mar 10, 2014 20:18 UTC	VERIZON COMMUNICATIONS INC VZ · Entity 116	GrantPhantom Stock · Derivative	3,181	$0.00	$0.00	Disclosure SEC source: 0001233402-14-000082 · edgar.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 9,099 Underlying: Common Stock · 3,181 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document
March 01, 2013 Filed Mar 5, 2013 20:47 UTC	VERIZON COMMUNICATIONS INC VZ · Entity 116	GrantPhantom Stock · Derivative	5,675.514	$46.72	$265,160.01	Disclosure SEC source: 0001233402-13-000063 · edgar.xml · derivative · entry 1 WASSON GREGORY D · CIK 0001188827 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 5,675.514 Underlying: Common Stock · 5,675.514 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. 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.