Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WASTE MANAGEMENT INCWM · Entity 2932 | Sr. VP Operations | November 08, 2018 | November 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.
WASTE MANAGEMENT INC
Report date November 08, 2018 · Filed November 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Jeff Harris Revocable Trust | 51,490 |
Reported balance
After 2018-11-08 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-11-08 · Sale · Disposed 24,500 · Balance 51,490 |
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 |
|---|---|---|---|---|---|---|
| November 08, 2018 Filed Nov 8, 2018 22:10 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 24,500 | $90.00 | $2,205,017.15 |
DisclosureSEC source: 0001225208-18-015321 · doc4.xml · nonDerivative · entry 1 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Indirect · By Jeff Harris Revocable Trust Disclosed balance after: 51,490 Read SEC document |
| November 02, 2018 Filed Nov 2, 2018 20:11 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GiftCommon Stock | 63,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015118 · doc4.xml · nonDerivative · entry 2 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Indirect · By Jeff Harris Revocable Trust Disclosed balance after: 75,990 Read SEC document |
| November 02, 2018 Filed Nov 2, 2018 20:11 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GiftCommon Stock | 63,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015118 · doc4.xml · nonDerivative · entry 1 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 28, 2018 Filed Feb 28, 2018 21:28 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,715 | $73.34 Strike: $73.34 | $712,449.53 |
DisclosureSEC source: 0001225208-18-004629 · doc4.xml · derivative · entry 10 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,145 Underlying: Common Stock · 9,715 shares Expires 2027-02-28 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 · security: Stock option granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. The stock option vests 25% on the first and second anniversary of the date of grant with the remaining 50% on the third anniversary of the date of grant. Read SEC document |
| February 28, 2018 Filed Feb 28, 2018 21:28 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 8,820 | $87.80 | $774,351.90 |
DisclosureSEC source: 0001225208-18-004629 · doc4.xml · nonDerivative · entry 6 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,354 Read SEC document |
| February 28, 2018 Filed Feb 28, 2018 21:28 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionCommon Stock | 9,715 | $73.34 | $712,449.53 |
DisclosureSEC source: 0001225208-18-004629 · doc4.xml · nonDerivative · entry 5 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,174 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 |
| February 26, 2018 Filed Feb 28, 2018 21:28 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionStock Option (Right to Buy) · Derivative | 11,682 | $56.24 Strike: $56.24 | $656,937.27 |
DisclosureSEC source: 0001225208-18-004629 · doc4.xml · derivative · entry 9 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,365 Underlying: Common Stock · 11,682 shares Expires 2026-02-26 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 · security: Stock option granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. The stock option vests 25% on the first and second anniversary of the date of grant with the remaining 50% on the third anniversary of the date of grant. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:28 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,220 | $54.64 Strike: $54.64 | $1,377,894.70 |
DisclosureSEC source: 0001225208-18-004629 · doc4.xml · derivative · entry 8 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,220 shares Expires 2025-02-25 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 · security: Stock option granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. The stock option vests 25% on the first and second anniversary of the date of grant with the remaining 50% on the third anniversary of the date of grant. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:28 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 21,842 | $86.58 | $1,891,095.65 |
DisclosureSEC source: 0001225208-18-004629 · doc4.xml · nonDerivative · entry 7 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Indirect · By Jeff Harris Revocable Trust Disclosed balance after: 12,636 F3 · price: This transaction was executed in multiple trades at prices ranging from $86.57 to $86.59. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:28 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 20,027 | $86.37 | $1,729,780.05 |
DisclosureSEC source: 0001225208-18-004629 · doc4.xml · nonDerivative · entry 4 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,459 F2 · price: This transaction was executed in multiple trades at prices ranging from $86.36 to $86.45. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:28 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 9,399 | $86.44 | $812,431.70 |
DisclosureSEC source: 0001225208-18-004629 · doc4.xml · nonDerivative · entry 3 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,486 F1 · price: This transaction was executed in multiple trades at prices ranging from $86.42 to $86.47. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:28 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionCommon Stock | 11,682 | $56.24 | $656,937.27 |
DisclosureSEC source: 0001225208-18-004629 · doc4.xml · nonDerivative · entry 2 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,885 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 |
| February 26, 2018 Filed Feb 28, 2018 21:28 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionCommon Stock | 25,220 | $54.64 | $1,377,894.70 |
DisclosureSEC source: 0001225208-18-004629 · doc4.xml · nonDerivative · entry 1 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,203 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 |
| February 20, 2018 Filed Feb 22, 2018 22:45 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantStock Option (Right to Buy) · Derivative | 29,605 | $0.00 Strike: $85.34 | $0.00 |
DisclosureSEC source: 0001225208-18-003852 · doc4.xml · derivative · entry 1 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,605 Underlying: Common Stock · 29,605 shares Expires 2028-02-20 F1 · security: Stock option granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. The stock option vests 25% on the first and second anniversary of the date of grant with the remaining 50% on the third anniversary of the date of grant. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 20:15 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 1,840 | $84.09 | $154,727.07 |
DisclosureSEC source: 0001225208-18-003280 · doc4.xml · nonDerivative · entry 3 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,983 F2 · shares: Sale of additional shares to cover personal federal income tax obligation pursuant to a Rule 10b5-1 Trading Plan. F3 · price: This transaction was executed in multiple trades at prices ranging from $83.85 to $84.24. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 20:15 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 17,220 | $85.40 | $1,470,501.90 |
DisclosureSEC source: 0001225208-18-003280 · doc4.xml · nonDerivative · entry 2 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,823 Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 20:15 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 43,472 | $85.40 | $3,712,291.44 |
DisclosureSEC source: 0001225208-18-003280 · doc4.xml · nonDerivative · entry 1 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,043 F1 · security: Settlement of performance share award granted under Waste Management, Inc. 2014 Stock Incentive Plan Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 17:20 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionStock Option (Right to Buy) · Derivative | 26,967 | $41.37 Strike: $41.37 | $1,115,624.79 |
DisclosureSEC source: 0001225208-17-005949 · doc4.xml · derivative · entry 4 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,967 shares Expires 2024-03-07 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. F2 · security: Stock option granted pursuant to Waste Management, Inc. 2009 Stock Incentive Plan. The stock option vests 25% on the first and second anniversary of the date of grant with the remaining 50% on the third anniversary of the date of grant. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 17:20 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 20,704 | $72.94 | $1,510,137.34 |
DisclosureSEC source: 0001225208-17-005949 · doc4.xml · nonDerivative · entry 2 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,571 F1 · price: This transaction was executed in multiple trades at prices ranging from $72.90 to $73.15. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 17:20 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionCommon Stock | 26,967 | $41.37 | $1,115,624.79 |
DisclosureSEC source: 0001225208-17-005949 · doc4.xml · nonDerivative · entry 1 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,275 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 |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantStock Option (Right to Buy) · Derivative | 38,860 | $0.00 Strike: $73.34 | $0.00 |
DisclosureSEC source: 0001225208-17-005322 · doc4.xml · derivative · entry 8 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,860 Underlying: Common Stock · 38,860 shares Expires 2027-02-28 F2 · security: Stock option granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. The stock option vests 25% on the first and second anniversary of the date of grant with the remaining 50% on the third anniversary of the date of grant. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionStock Option (Right to Buy) · Derivative | 11,682 | $56.24 Strike: $56.24 | $656,937.27 |
DisclosureSEC source: 0001225208-17-005322 · doc4.xml · derivative · entry 7 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,047 Underlying: Common Stock · 11,682 shares Expires 2026-02-26 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. F2 · security: Stock option granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. The stock option vests 25% on the first and second anniversary of the date of grant with the remaining 50% on the third anniversary of the date of grant. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,218 | $54.64 Strike: $54.64 | $1,377,785.43 |
DisclosureSEC source: 0001225208-17-005322 · doc4.xml · derivative · entry 6 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,220 Underlying: Common Stock · 25,218 shares Expires 2025-02-25 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. F2 · security: Stock option granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. The stock option vests 25% on the first and second anniversary of the date of grant with the remaining 50% on the third anniversary of the date of grant. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 21,778 | $73.33 | $1,596,958.96 |
DisclosureSEC source: 0001225208-17-005322 · doc4.xml · nonDerivative · entry 4 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,308 F1 · price: This transaction was executed in multiple trades at prices ranging from $73.29 to $73.36. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 10,232 | $73.39 | $750,926.48 |
DisclosureSEC source: 0001225208-17-005322 · doc4.xml · nonDerivative · entry 3 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,086 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionCommon Stock | 11,682 | $56.24 | $656,937.27 |
DisclosureSEC source: 0001225208-17-005322 · doc4.xml · nonDerivative · entry 2 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,318 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 |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionCommon Stock | 25,218 | $54.64 | $1,377,785.43 |
DisclosureSEC source: 0001225208-17-005322 · doc4.xml · nonDerivative · entry 1 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,636 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 |
| February 22, 2017 Filed Feb 24, 2017 18:50 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 28,490 | $72.76 | $2,072,932.40 |
DisclosureSEC source: 0001225208-17-004456 · doc4.xml · nonDerivative · entry 1 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Indirect · By Jeff Harris Revocable Trust Disclosed balance after: 34,478 F1 · price: This transaction was executed in multiple trades at prices ranging from $72.58 to $72.97. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 21:38 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 6,645 | $72.15 | $479,436.75 |
DisclosureSEC source: 0001225208-17-003947 · doc4.xml · nonDerivative · entry 3 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,418 F2 · shares: Sale of additional shares to cover personal federal income tax obligation pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:38 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 18,589 | $70.39 | $1,308,479.71 |
DisclosureSEC source: 0001225208-17-003947 · doc4.xml · nonDerivative · entry 2 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,063 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:38 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 44,652 | $70.39 | $3,143,054.28 |
DisclosureSEC source: 0001225208-17-003947 · doc4.xml · nonDerivative · entry 1 Harris Jeff M · CIK 0001358267 · Sr. VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,652 F1 · security: Settlement of performance share award granted under Waste Management, Inc. 2009 Stock Incentive Plan. 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.