Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Blackstone Inc.BX · Entity 2861 | Principal Accounting Officer | January 17, 2018 | January 19, 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.
Blackstone Inc.
Report date January 17, 2018 · Filed January 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 50,947 |
Reported balance
After 2018-01-17 transaction · row 1
1 source rowRow 1 · 2018-01-17 · Grant · Acquired 3,790 · Balance 50,947 F1: Granted under the 2007 Equity Incentive Plan, these deferred restricted common units will vest ratably over a three-year period, with 1,263 units vesting on January 17, 2019, 1,263 units vesting on January 17, 2020, and 1,264 units vesting on January 17, 2021, subject to the Reporting Person's continued employment with Blackstone. As these deferred restricted common units vest, the underlying common units will be delivered to the Reporting Person. Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted under the 2007 Equity Incentive Plan, these deferred restricted common units will vest ratably over a three-year period, with 1,263 units vesting on January 17, 2019, 1,263 units vesting on January 17, 2020, and 1,264 units vesting on January 17, 2021, subject to the Reporting Person's continued employment with Blackstone. As these deferred restricted common units vest, the underlying common units will be delivered to the Reporting Person. Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone.
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 |
|---|---|---|---|---|---|---|
| January 17, 2018 Filed Jan 19, 2018 17:15 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 3,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004598 · doc4.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,947 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted common units will vest ratably over a three-year period, with 1,263 units vesting on January 17, 2019, 1,263 units vesting on January 17, 2020, and 1,264 units vesting on January 17, 2021, subject to the Reporting Person's continued employment with Blackstone. As these deferred restricted common units vest, the underlying common units will be delivered to the Reporting Person. Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone. Read SEC document |
| January 13, 2017 Filed Jan 13, 2017 20:04 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 4,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003761 · doc4.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,157 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted common units will vest ratably over a three-year period, with 1,396 units vesting on January 13, 2018, 1,397 units vesting on January 13, 2019, and 1,397 units vesting on January 13, 2020, subject to the Reporting Person's continued employment with Blackstone. As these deferred restricted common units vest, the underlying common units will be delivered to the Reporting Person. Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone. Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 17:38 UTC | Blackstone Inc. BX · Entity 2861 | SaleCommon units representing limited partner interests | 11,500 | $26.51 | $304,865.00 |
DisclosureSEC source: 0001209191-16-140816 · doc4.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,967 F1 · price: The price reported in Column 4 is a weighted average price. These units were sold in multiple transactions at prices ranging from $26.50 to $26.54, inclusive. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of units sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| August 15, 2016 Filed Aug 17, 2016 18:27 UTC | Blackstone Inc. BX · Entity 2861 | SaleCommon units representing limited partner interests | 11,000 | $27.87 | $306,570.00 |
DisclosureSEC source: 0001209191-16-137635 · doc4.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,467 F1 · price: The price reported in Column 4 is a weighted average price. These units were sold in multiple transactions at prices ranging from $27.83 to $27.905, inclusive. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of units sold at each separate price for all transactions reported on this Form 4. F2 · balance_after: Includes 946 Blackstone common units issued on October 1, 2015 as an anti-dilution adjustment in connection with the spin-off of PJT Partners Inc. by The Blackstone Group L.P. Read SEC document |
| July 01, 2016 Filed Aug 26, 2016 16:12 UTC | Blackstone Inc. BX · Entity 2861 | GrantBlackstone Holdings partnership units · Derivative | 5,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-138788 · doc4.xml · derivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,892 Underlying: Common units representing limited partner interests · 5,892 shares Expires not disclosed F1 · security: A "Blackstone Holdings partnership" unit collectively refers to one limited partner interest in each of Blackstone Holdings I L.P., Blackstone Holdings II L.P., Blackstone Holdings III L.P., Blackstone Holdings IV L.P. and Blackstone Holdings AI L.P. Subject to the minimum retained ownership requirements and transfer restrictions set forth in the partnership agreements of the Blackstone partnerships, the holder has the right, exercisable from time to time, to exchange each Blackstone Holdings partnership unit for one common unit of The Blackstone Group L.P. The Blackstone Holdings partnership units have no expiration date and may not be exchanged at any time prior to December 31, 2016 other than pursuant to transactions or programs approved by Blackstone. F1 · derivative.exercise_price: A "Blackstone Holdings partnership" unit collectively refers to one limited partner interest in each of Blackstone Holdings I L.P., Blackstone Holdings II L.P., Blackstone Holdings III L.P., Blackstone Holdings IV L.P. and Blackstone Holdings AI L.P. Subject to the minimum retained ownership requirements and transfer restrictions set forth in the partnership agreements of the Blackstone partnerships, the holder has the right, exercisable from time to time, to exchange each Blackstone Holdings partnership unit for one common unit of The Blackstone Group L.P. The Blackstone Holdings partnership units have no expiration date and may not be exchanged at any time prior to December 31, 2016 other than pursuant to transactions or programs approved by Blackstone. F2 · kind: Granted under the 2007 Equity Incentive Plan, 20% of these deferred restricted Blackstone Holdings partnership units, or 1,178 units, will vest on July 1, 2019; an additional 30%, or 1,768 units, will vest on July 1, 2020; and the remaining 50%, or 2,946 units, will vest on July 1, 2021. As these deferred restricted Blackstone Holdings partnership units vest, the underlying Blackstone Holdings partnership units will be delivered to the Reporting Person, except that no more than 3/4 of the vested units will be delivered during the Reporting Person's service with Blackstone (with the remaining units to be delivered after the expiration of the Reporting Person's restrictive covenant period). Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone. F1 · derivative.exercise_date: A "Blackstone Holdings partnership" unit collectively refers to one limited partner interest in each of Blackstone Holdings I L.P., Blackstone Holdings II L.P., Blackstone Holdings III L.P., Blackstone Holdings IV L.P. and Blackstone Holdings AI L.P. Subject to the minimum retained ownership requirements and transfer restrictions set forth in the partnership agreements of the Blackstone partnerships, the holder has the right, exercisable from time to time, to exchange each Blackstone Holdings partnership unit for one common unit of The Blackstone Group L.P. The Blackstone Holdings partnership units have no expiration date and may not be exchanged at any time prior to December 31, 2016 other than pursuant to transactions or programs approved by Blackstone. F1 · derivative.expiration_date: A "Blackstone Holdings partnership" unit collectively refers to one limited partner interest in each of Blackstone Holdings I L.P., Blackstone Holdings II L.P., Blackstone Holdings III L.P., Blackstone Holdings IV L.P. and Blackstone Holdings AI L.P. Subject to the minimum retained ownership requirements and transfer restrictions set forth in the partnership agreements of the Blackstone partnerships, the holder has the right, exercisable from time to time, to exchange each Blackstone Holdings partnership unit for one common unit of The Blackstone Group L.P. The Blackstone Holdings partnership units have no expiration date and may not be exchanged at any time prior to December 31, 2016 other than pursuant to transactions or programs approved by Blackstone. Read SEC document |
| September 03, 2015 Filed Sep 4, 2015 16:11 UTC | Blackstone Inc. BX · Entity 2861 | SaleCommon units representing limited partner interests | 2,194 | $34.07 | $74,749.58 |
DisclosureSEC source: 0001209191-15-069651 · doc4.xml · nonDerivative · entry 2 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,521 Read SEC document |
| September 03, 2015 Filed Sep 4, 2015 16:11 UTC | Blackstone Inc. BX · Entity 2861 | SaleCommon units representing limited partner interests | 606 | $34.06 | $20,640.36 |
DisclosureSEC source: 0001209191-15-069651 · doc4.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,715 Read SEC document |
| June 10, 2015 Filed Jun 12, 2015 16:47 UTC | Blackstone Inc. BX · Entity 2861 | SaleCommon units representing limited partner interests | 22,000 | $41.83 | $920,260.00 |
DisclosureSEC source: 0001209191-15-052814 · doc4.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,321 F1 · price: The price reported in Column 4 is a weighted average price. These units were sold in multiple transactions at prices ranging from $41.77 to $41.87, inclusive. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of units sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| January 16, 2015 Filed Jan 21, 2015 18:34 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 8,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-001294 · rrd421550.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,321 F1 · shares: Granted under the 2007 Equity Incentive Plan, these deferred restricted common units will vest ratably over a three-year period, with 2,854 units vesting on January 16, 2016, 2,853 units vesting on January 16, 2017, and 2,853 units vesting on January 16, 2018, subject to the Reporting Person's continued employment with Blackstone. As these deferred restricted common units vest, the underlying common units will be delivered to the Reporting Person. Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone. Read SEC document |
| June 05, 2014 Filed Jun 10, 2014 21:01 UTC | Blackstone Inc. BX · Entity 2861 | SaleCommon units representing limited partner interests | 40,000 | $32.31 | $1,292,400.00 |
DisclosureSEC source: 0001181431-14-023578 · rrd411460.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,761 F1 · price: The price reported in Column 4 is a weighted average price. These units were sold in multiple transactions at prices ranging from $32.21 to $32.45, inclusive. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of units sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| January 13, 2014 Filed Jan 15, 2014 17:12 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 11,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-002528 · rrd399869.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,761 F1 · shares: Granted under the 2007 Equity Incentive Plan, 9,632 of these 11,559 deferred restricted common units vest ratably over a four-year period, with 2,408 units vesting on January 1, 2015, 2,408 units vesting on January 1, 2016, 2,408 units vesting on January 1, 2017, and 2,408 units vesting on January 1, 2018, subject to the Reporting Person's continued employment with Blackstone. Also granted under the 2007 Equity Incentive Plan, 1,927 of these deferred restricted common units will vest on the four-year anniversary of the grant date, which is January 1, 2018, subject to the Reporting Person's continued employment with Blackstone. As these deferred restricted common units vest, the underlying common units will be delivered to the Reporting Person. Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone. Read SEC document |
| January 01, 2013 Filed Jan 3, 2013 16:51 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 23,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-001081 · rrd365523.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,632 F1 · shares: Granted under the 2007 Equity Incentive Plan, 18,651 of these 23,314 deferred restricted common units vest ratably over a four-year period, with 4,662 units vesting on January 1, 2014, 4,663 units vesting on January 1, 2015, 4,663 units vesting on January 1, 2016, and 4,663 units vesting on January 1, 2017, subject to the Reporting Person's continued employment with Blackstone. Also granted under the 2007 Equity Incentive Plan, 4,663 of these deferred restricted common units will vest on the four-year anniversary of the grant date, which is January 1, 2017, subject to the Reporting Person's continued employment with Blackstone. As these deferred restricted common units vest, the underlying common units will be delivered to the Reporting Person. Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone. Read SEC document |
| July 01, 2012 Filed Jul 27, 2012 17:09 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 32,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-042517 · rrd351039.xml · nonDerivative · entry 4 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,318 F4 · shares: Granted under the 2007 Equity Incentive Plan, 20% of these deferred restricted common units, or 6,545 units, will vest on July 1, 2015; an additional 30%, or 9,817 units, will vest on July 1, 2016; and the remaining 50%, or 16,363, will vest on July 1, 2017. As these deferred restricted common units vest, the underlying common units will be delivered to the Reporting Person, except that no more than 3/4 of the vested units will be delivered during the Reporting Person's service with Blackstone (with the remaining units to be delivered after the expiration of the Reporting Person's restrictive covenant period). Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone. Read SEC document |
| February 10, 2012 Filed Feb 14, 2013 20:33 UTC | Blackstone Inc. BX · Entity 2861 | Tax withholdingCommon units representing limited partner interests | 4,692 | $16.04 | $75,259.68 |
DisclosureSEC source: 0001181431-13-009945 · rrd370398.xml · nonDerivative · entry 2 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,888 Read SEC document |
| January 01, 2012 Filed Jul 27, 2012 17:09 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 20,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-042517 · rrd351039.xml · nonDerivative · entry 3 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,593 F3 · shares: Granted under the 2007 Equity Incentive Plan, 17,188 of these 20,626 deferred restricted common units vest ratably over a three-year period, with 5,729 units vesting on January 1, 2013, 5,729 units vesting on January 1, 2014 and 5,730 vesting on January 1, 2015, subject to the Reporting Person's continued employment with Blackstone. Also granted under the 2007 Equity Incentive Plan, 3,438 of these deferred restricted common units will vest on the three-year anniversary of the grant date, which is January 1, 2015, subject to the Reporting Person's continued employment with Blackstone. As these deferred restricted common units vest, the underlying common units will be delivered to the Reporting Person. Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone. Read SEC document |
| February 10, 2011 Filed Feb 14, 2013 20:33 UTC | Blackstone Inc. BX · Entity 2861 | Tax withholdingCommon units representing limited partner interests | 2,738 | $17.06 | $46,710.28 |
DisclosureSEC source: 0001181431-13-009945 · rrd370398.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,580 Read SEC document |
| January 01, 2011 Filed Jul 27, 2012 17:09 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 17,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-042517 · rrd351039.xml · nonDerivative · entry 2 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,967 F2 · shares: Granted under the 2007 Equity Incentive Plan, 14,588 of these 17,470 deferred restricted common units vest ratably over a three-year period, of which 4,853 units have already vested, 4,853 will vest on January 1, 2013, and 4,852 will vest on January 1, 2014, subject to the Reporting Person's continued employment with Blackstone. Also granted under the 2007 Equity Incentive Plan, 2,912 of these deferred restricted common units will vest on the three-year anniversary of the grant date, which is January 1, 2014, subject to the Reporting Person's continued employment with Blackstone. As these deferred restricted common units vest, the underlying common units will be delivered to the Reporting Person. Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone. Read SEC document |
| December 29, 2009 Filed Jul 27, 2012 17:09 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 22,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-042517 · rrd351039.xml · nonDerivative · entry 1 SKERO KATHLEEN · CIK 0001459508 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,497 F1 · shares: Granted under the 2007 Equity Incentive Plan, 18,747 of these 22,497 deferred restricted common units vest ratably over a three-year period, of which 12,498 units have already vested and the remaining 6,249 will vest on January 1, 2013, subject to the Reporting Person's continued employment with Blackstone. Also granted under the 2007 Equity Incentive Plan, 3,750 of these deferred restricted common units will vest on the three-year anniversary of the January 1 following the grant date, which is January 1, 2013, subject to the Reporting Person's continued employment with Blackstone. As these deferred restricted common units vest, the underlying common units will be delivered to the Reporting Person. Notwithstanding the foregoing, the units may be delivered earlier upon a change in control of Blackstone. 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.