Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| S&P Global Inc.MHFI · Entity 2879 | President, Platts | August 05, 2015 | August 06, 2015 |
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.
S&P Global Inc.
Report date August 05, 2015 · Filed August 06, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,277 |
Reported balance
After 2015-08-05 transaction · row 1
1 source rowRow 1 · 2015-08-05 · Sale · Disposed 930 · Balance 18,277 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.55 · Expires 2023-03-31 | Direct | 2,830 |
Reported balance
Holding disclosure · report date 2015-08-05 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,830 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $77.81 · Expires 2024-03-31 | Direct | 5,157 |
Reported balance
Holding disclosure · report date 2015-08-05 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,157 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,859 |
Reported balance
Holding disclosure · report date 2015-08-05 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,859 F1: Each restricted stock unit represents a contingent right to receive one share of MHFI common stock. F2: The restricted stock units will vest on December 31, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of MHFI common stock.
F2: The restricted stock units will vest on December 31, 2017.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 05, 2015 Filed Aug 6, 2015 15:14 UTC | S&P Global Inc. MHFI · Entity 2879 | SaleCommon Stock | 930 | $101.51 | $94,404.30 |
DisclosureSEC source: 0001225208-15-016539 · doc4.xml · nonDerivative · entry 1 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,277 Read SEC document |
| June 26, 2015 Filed Jun 29, 2015 13:56 UTC | S&P Global Inc. MHFI · Entity 2879 | SaleCommon Stock | 1,043 | $103.65 | $108,106.95 |
DisclosureSEC source: 0001225208-15-014328 · doc4.xml · nonDerivative · entry 1 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,207 Read SEC document |
| June 24, 2015 Filed Jun 26, 2015 14:37 UTC | S&P Global Inc. MHFI · Entity 2879 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,539 | $0.00 Strike: $77.81 | $0.00 |
DisclosureSEC source: 0001225208-15-014317 · doc4.xml · derivative · entry 8 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,157 Underlying: Common Stock · 2,539 shares Expires 2024-03-31 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 |
| June 24, 2015 Filed Jun 26, 2015 14:37 UTC | S&P Global Inc. MHFI · Entity 2879 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,746 | $0.00 Strike: $51.55 | $0.00 |
DisclosureSEC source: 0001225208-15-014317 · doc4.xml · derivative · entry 7 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,830 Underlying: Common Stock · 2,746 shares Expires 2023-03-31 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 |
| June 24, 2015 Filed Jun 26, 2015 14:37 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 1,901 | $103.95 | $197,608.95 |
DisclosureSEC source: 0001225208-15-014317 · doc4.xml · nonDerivative · entry 6 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,250 Read SEC document |
| June 24, 2015 Filed Jun 26, 2015 14:37 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 1,362 | $103.95 | $141,579.90 |
DisclosureSEC source: 0001225208-15-014317 · doc4.xml · nonDerivative · entry 5 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,151 Read SEC document |
| June 24, 2015 Filed Jun 26, 2015 14:37 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 670 | $103.95 | $69,646.50 |
DisclosureSEC source: 0001225208-15-014317 · doc4.xml · nonDerivative · entry 4 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,513 Read SEC document |
| June 24, 2015 Filed Jun 26, 2015 14:37 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 309 | $103.95 | $32,120.55 |
DisclosureSEC source: 0001225208-15-014317 · doc4.xml · nonDerivative · entry 3 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,183 Read SEC document |
| June 24, 2015 Filed Jun 26, 2015 14:37 UTC | S&P Global Inc. MHFI · Entity 2879 | Exercise / conversionCommon Stock | 2,539 | $77.81 | $197,559.59 |
DisclosureSEC source: 0001225208-15-014317 · doc4.xml · nonDerivative · entry 2 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,492 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 |
| June 24, 2015 Filed Jun 26, 2015 14:37 UTC | S&P Global Inc. MHFI · Entity 2879 | Exercise / conversionCommon Stock | 2,746 | $51.55 | $141,556.30 |
DisclosureSEC source: 0001225208-15-014317 · doc4.xml · nonDerivative · entry 1 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,953 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 |
| April 01, 2015 Filed Apr 2, 2015 15:34 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantRestricted Stock Units · Derivative | 1,859 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-009105 · doc4.xml · derivative · entry 2 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,859 Underlying: Common Stock · 1,859 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MHFI common stock. F2 · derivative.exercise_date: The restricted stock units will vest on December 31, 2017. F2 · derivative.expiration_date: The restricted stock units will vest on December 31, 2017. Read SEC document |
| March 20, 2015 Filed Mar 24, 2015 15:21 UTC | S&P Global Inc. MHFI · Entity 2879 | SaleCommon Stock | 4,372 | $108.63 | $474,913.31 |
DisclosureSEC source: 0001225208-15-008414 · doc4.xml · nonDerivative · entry 1 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,207 Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,062 | $0.00 Strike: $59.51 | $0.00 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · derivative · entry 12 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,062 shares Expires 2017-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,746 | $0.00 Strike: $51.55 | $0.00 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · derivative · entry 11 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,576 Underlying: Common Stock · 2,746 shares Expires 2023-03-31 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 |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Exercise / conversionOptions (Right to Buy) · Derivative | 9,688 | $0.00 Strike: $37.41 | $0.00 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · derivative · entry 10 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,688 shares Expires 2021-03-31 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 |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 3,424 | $105.87 | $362,498.88 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · nonDerivative · entry 9 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,579 Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 3,070 | $105.87 | $325,020.90 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · nonDerivative · entry 8 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,003 Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 1,338 | $105.87 | $141,654.06 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · nonDerivative · entry 7 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,073 Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 1,160 | $105.87 | $122,809.20 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · nonDerivative · entry 6 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,411 Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 691 | $105.87 | $73,156.17 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · nonDerivative · entry 5 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,571 Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 443 | $105.87 | $46,900.41 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · nonDerivative · entry 4 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,262 Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Exercise / conversionCommon Stock | 2,062 | $59.51 | $122,709.62 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · nonDerivative · entry 3 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,705 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 |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Exercise / conversionCommon Stock | 2,746 | $51.55 | $141,556.30 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · nonDerivative · entry 2 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,643 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 |
| March 16, 2015 Filed Mar 18, 2015 19:58 UTC | S&P Global Inc. MHFI · Entity 2879 | Exercise / conversionCommon Stock | 9,688 | $37.41 | $362,428.08 |
DisclosureSEC source: 0001225208-15-008146 · doc4.xml · nonDerivative · entry 1 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,897 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 19, 2015 Filed Feb 23, 2015 14:29 UTC | S&P Global Inc. MHFI · Entity 2879 | SaleCommon Stock | 2,990 | $105.04 | $314,069.30 |
DisclosureSEC source: 0001225208-15-005114 · doc4.xml · nonDerivative · entry 1 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,209 Read SEC document |
| February 18, 2015 Filed Feb 19, 2015 16:45 UTC | S&P Global Inc. MHFI · Entity 2879 | SaleCommon Stock | 3,000 | $104.83 | $314,497.20 |
DisclosureSEC source: 0001225208-15-004640 · doc4.xml · nonDerivative · entry 1 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,199 Read SEC document |
| January 07, 2015 Filed Jan 9, 2015 14:39 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 6,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-001096 · doc4.xml · nonDerivative · entry 1 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,199 F1 · kind: Withholding of shares of Common Stock under the McGraw Hill Financial 2002 Stock Incentive Plan to satisfy withholding obligation in transaction exempt under and complying with Rule 16-3. Read SEC document |
| June 12, 2014 Filed Jun 13, 2014 14:04 UTC | S&P Global Inc. MHFI · Entity 2879 | SaleCommon Stock | 1,000 | $84.42 | $84,420.10 |
DisclosureSEC source: 0001225208-14-014982 · doc4.xml · nonDerivative · entry 1 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,798 Read SEC document |
| May 12, 2014 Filed May 13, 2014 15:58 UTC | S&P Global Inc. MHFI · Entity 2879 | SaleCommon Stock | 1,000 | $79.29 | $79,290.10 |
DisclosureSEC source: 0001225208-14-012761 · doc4.xml · nonDerivative · entry 1 Neal Lawrence · CIK 0001606939 · President, Platts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,798 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.