Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| S&P Global Inc.MHFI · Entity 2879 | Director | November 01, 2013 | November 04, 2013 |
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 November 01, 2013 · Filed November 04, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 79,773.09 |
Reported balance
After 2013-11-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2013-11-01 · Grant · Acquired 3,054.92 · Balance 79,773.09 F1: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on November 1, 2013. F2: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. |
| Common StockSEC Table I · non-derivative | Direct | 14,192 |
Reported balance
Holding disclosure · report date 2013-11-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 14,192 |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on November 1, 2013.
F2: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director.
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 01, 2013 Filed Nov 4, 2013 19:08 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantPhantom Stock Units · Derivative | 3,054.92 | $71.08 Strike: $0.00 | $217,143.71 |
DisclosureSEC source: 0001225208-13-022756 · doc4.xml · derivative · entry 2 ASPE PEDRO · CIK 0001196143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,773.09 Underlying: Common Stock · 3,054.92 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on November 1, 2013. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2013 Filed Jan 4, 2013 14:28 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 7,690.27 | $55.72 Strike: $0.00 | $428,501.84 |
DisclosureSEC source: 0001225208-13-000708 · doc4.xml · derivative · entry 2 ASPE PEDRO · CIK 0001196143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,718.17 Underlying: Common Stock · 7,690.27 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on January 2, 2013. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 03, 2012 Filed Jan 4, 2012 21:17 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 5,201.42 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-000502 · doc4.xml · derivative · entry 2 ASPE PEDRO · CIK 0001196143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,027.9 Underlying: Common Stock · 5,201.42 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on January 3, 2012. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 03, 2011 Filed Jan 5, 2011 16:44 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 6,239 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-000923 · doc4.xml · derivative · entry 2 ASPE PEDRO · CIK 0001196143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,826.48 Underlying: Common Stock · 6,239 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on January 3, 2011. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 04, 2010 Filed Jan 6, 2010 18:50 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 7,855.38 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-000922 · doc4.xml · derivative · entry 2 ASPE PEDRO · CIK 0001196143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,587.48 Underlying: Common Stock · 7,855.38 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2009 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 05, 2009 Filed Jan 6, 2009 20:23 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 5,522.75 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-000719 · doc4.xml · derivative · entry 2 ASPE PEDRO · CIK 0001196143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,732.1 Underlying: Common Stock · 5,522.75 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2008 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2008 Filed Jan 3, 2008 21:32 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 3,437.73 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-08-000011 · asp368.xml · derivative · entry 2 ASPE PEDRO · CIK 0001196143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,209.35 Underlying: Common Stock · 3,437.73 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2007 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2007 Filed Jan 4, 2007 21:10 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 3,417.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-07-000015 · asp322.xml · derivative · entry 2 ASPE PEDRO · CIK 0001196143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,771.62 Underlying: Common Stock · 3,417.97 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2006 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 03, 2006 Filed Jan 5, 2006 19:33 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 4,044.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-06-000011 · asp249.xml · derivative · entry 2 ASPE PEDRO · CIK 0001196143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,353.63 Underlying: Common Stock · 4,044.69 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2005 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 03, 2005 Filed Jan 4, 2005 20:48 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,982.45 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-05-000018 · asp174.xml · derivative · entry 2 ASPE PEDRO · CIK 0001196143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,654.47 Underlying: Common Stock · 1,982.45 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2004 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 05, 2004 Filed Jan 7, 2004 18:43 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,210.33 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001196168-04-000021 · asp112.xml · derivative · entry 2 ASPE PEDRO · CIK 0001196143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,672.02 Underlying: Common Stock · 2,210.33 shares Expires not disclosed F2 · price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2003 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F1 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F1 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be 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.