Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Casa Systems IncCASA · Entity 95402 | Director | June 15, 2023 | June 20, 2023 |
| VERIZON COMMUNICATIONS INCVZ · Entity 116 | EVP&Pres. of Strat Initiatives | December 31, 2015 | January 05, 2016 |
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.
Casa Systems Inc
Report date June 15, 2023 · Filed June 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 168,317 |
Reported balance
After 2023-06-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-15 · Grant · Acquired 168,317 · Balance 168,317 F1: Each restricted stock unit ("RSU") represents the right to receive one share of common stock, $0.001 par value per share (the "Common Stock"), of Casa Systems, Inc. (the "Company") upon vesting, subject to the reporting person's continued service relationship with the Company and the other terms and conditions set forth in the applicable RSU Agreement. In the sole discretion of the Company's board of directors, the Company may, with respect to any applicable vesting date, deliver to the reporting person Common Stock or cash having a fair market value equal to the number of shares of Common Stock underlying the portion of the RSU that vested on such date, payable within 30 days of the vesting date, less applicable taxes. F2: The RSUs are scheduled to vest as to 100% of the shares underlying the award on June 15, 2024. The RSUs have no expiration date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 247,525 |
Reported balance
After 2023-06-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-06-15 · Grant · Acquired 247,525 · Balance 247,525 F1: Each restricted stock unit ("RSU") represents the right to receive one share of common stock, $0.001 par value per share (the "Common Stock"), of Casa Systems, Inc. (the "Company") upon vesting, subject to the reporting person's continued service relationship with the Company and the other terms and conditions set forth in the applicable RSU Agreement. In the sole discretion of the Company's board of directors, the Company may, with respect to any applicable vesting date, deliver to the reporting person Common Stock or cash having a fair market value equal to the number of shares of Common Stock underlying the portion of the RSU that vested on such date, payable within 30 days of the vesting date, less applicable taxes. F2: The RSUs are scheduled to vest as to 100% of the shares underlying the award on June 15, 2024. The RSUs have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents the right to receive one share of common stock, $0.001 par value per share (the "Common Stock"), of Casa Systems, Inc. (the "Company") upon vesting, subject to the reporting person's continued service relationship with the Company and the other terms and conditions set forth in the applicable RSU Agreement. In the sole discretion of the Company's board of directors, the Company may, with respect to any applicable vesting date, deliver to the reporting person Common Stock or cash having a fair market value equal to the number of shares of Common Stock underlying the portion of the RSU that vested on such date, payable within 30 days of the vesting date, less applicable taxes.
F2: The RSUs are scheduled to vest as to 100% of the shares underlying the award on June 15, 2024. The RSUs have no expiration date.
VERIZON COMMUNICATIONS INC
Report date December 31, 2015 · Filed January 05, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (unitized)SEC Table II · derivative / convertible security | IndirectBy Deferred Compensation Plan | 306,974.82 |
Reported balance
After 2015-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2015-12-31 · Grant · Acquired 130.302 · Balance 306,974.82 F1: Each share of phantom stock is the economic equivalent of a portion of one share of common stock and is settled in cash. The shares of phantom stock become payable upon events established by the reporting person in accordance with the deferred compensation plan. 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 a portion of one share of common stock and is settled in cash. The shares of phantom stock become payable upon events established by the reporting person in accordance with the deferred compensation plan.
F2: Includes phantom stock acquired through dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| May 16, 2008 Filed May 20, 2008 18:16 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 15 | $38.77 | $581.55 |
DisclosureSEC source: 0001233402-08-000179 · edgar.xml · nonDerivative · entry 1 Mead Daniel S. · CIK 0001434386 · President - Verizon Services 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 3,465 F1 · balance_after: In addition, as of 05/01/2008, the following securities are also held indirectly: 722 in Savings Plan; 28,815 in 2006 PSUs; 38,405 in 2007 PSUs; 39,089 in 2008 PSUs; 4,655 in 2005 special RSUs; 19,210 in 2006 RSUs; 25,611 in 2007 RSUs; 26,059 in 2008 RSUs; and 6,940 in VZW Savings Plans. Read SEC document |
| May 02, 2008 Filed May 6, 2008 21:13 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 14 | $39.59 | $554.26 |
DisclosureSEC source: 0001233402-08-000161 · edgar.xml · nonDerivative · entry 1 Mead Daniel S. · CIK 0001434386 · President - Verizon Services 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 3,251 F1 · balance_after: In addition, as of 05/01/2008, the following securities are also held indirectly: 722 in Savings Plan; 28,815 in 2006 PSUs; 38,405 in 2007 PSUs; 39,089 in 2008 PSUs; 4,655 in 2005 special RSUs; 19,210 in 2006 RSUs; 25,611 in 2007 RSUs; 26,059 in 2008 RSUs; and 6,940 in VZW Savings Plans. 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.