Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACOBS SOLUTIONS INC.JEC · Entity 3307 | Executive Vice President, IMO | June 08, 2018 | June 13, 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.
JACOBS SOLUTIONS INC.
Report date June 08, 2018 · Filed June 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,885 |
Ending reported balance
After 2018-06-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-06-08 · Exercise / conversion · Acquired 5,016 · Balance 79,107 F1: Represents distribution of JEC common stock upon vesting of performance stock units awarded on June 8, 2015 pursuant to the 1999 Stock Incentive Plan. F2: The number of performance stock units that vested, and therefore the number of shares of JEC common stock issued upon vesting, represents 52.8% of the number of performance stock units initially awarded, with such percentage based on the growth of the Company's net earnings over the three year vesting period. Row 2 · 2018-06-08 · Tax withholding · Disposed 1,222 · Balance 77,885 F3: Represents number of shares of JEC common stock tendered for tax withholding on distribution of JEC common stock upon vesting of performance stock units. |
| Performance Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-06-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-06-08 · Exercise / conversion · Disposed 5,016 · Balance 0 F4: Each performance stock unit award represented a contingent right to receive one share of JEC common stock. F1: Represents distribution of JEC common stock upon vesting of performance stock units awarded on June 8, 2015 pursuant to the 1999 Stock Incentive Plan. F2: The number of performance stock units that vested, and therefore the number of shares of JEC common stock issued upon vesting, represents 52.8% of the number of performance stock units initially awarded, with such percentage based on the growth of the Company's net earnings over the three year vesting period. F5: The performance stock units awarded vested on June 8, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents distribution of JEC common stock upon vesting of performance stock units awarded on June 8, 2015 pursuant to the 1999 Stock Incentive Plan.
F2: The number of performance stock units that vested, and therefore the number of shares of JEC common stock issued upon vesting, represents 52.8% of the number of performance stock units initially awarded, with such percentage based on the growth of the Company's net earnings over the three year vesting period.
F3: Represents number of shares of JEC common stock tendered for tax withholding on distribution of JEC common stock upon vesting of performance stock units.
F4: Each performance stock unit award represented a contingent right to receive one share of JEC common stock.
F5: The performance stock units awarded vested on June 8, 2018.
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 |
|---|---|---|---|---|---|---|
| June 08, 2018 Filed Jun 13, 2018 01:04 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Exercise / conversionPerformance Stock Unit · Derivative | 5,016 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-18-037356 · doc4.xml · derivative · entry 3 Mandel Joseph G. · CIK 0001507217 · Executive Vice President, IMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,016 shares Expires not disclosed 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 · derivative.exercise_price: Each performance stock unit award represented a contingent right to receive one share of JEC common stock. F1 · kind: Represents distribution of JEC common stock upon vesting of performance stock units awarded on June 8, 2015 pursuant to the 1999 Stock Incentive Plan. F2 · shares: The number of performance stock units that vested, and therefore the number of shares of JEC common stock issued upon vesting, represents 52.8% of the number of performance stock units initially awarded, with such percentage based on the growth of the Company's net earnings over the three year vesting period. F1 · price: Represents distribution of JEC common stock upon vesting of performance stock units awarded on June 8, 2015 pursuant to the 1999 Stock Incentive Plan. F5 · derivative.exercise_date: The performance stock units awarded vested on June 8, 2018. F5 · derivative.expiration_date: The performance stock units awarded vested on June 8, 2018. F2 · derivative.underlying_shares: The number of performance stock units that vested, and therefore the number of shares of JEC common stock issued upon vesting, represents 52.8% of the number of performance stock units initially awarded, with such percentage based on the growth of the Company's net earnings over the three year vesting period. Read SEC document |
| June 08, 2018 Filed Jun 13, 2018 01:04 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Tax withholdingCommon Stock | 1,222 | $66.60 | $81,385.20 |
DisclosureSEC source: 0001209191-18-037356 · doc4.xml · nonDerivative · entry 2 Mandel Joseph G. · CIK 0001507217 · Executive Vice President, IMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,885 F3 · shares: Represents number of shares of JEC common stock tendered for tax withholding on distribution of JEC common stock upon vesting of performance stock units. Read SEC document |
| June 08, 2018 Filed Jun 13, 2018 01:04 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Exercise / conversionCommon Stock | 5,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-037356 · doc4.xml · nonDerivative · entry 1 Mandel Joseph G. · CIK 0001507217 · Executive Vice President, IMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,107 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. F1 · kind: Represents distribution of JEC common stock upon vesting of performance stock units awarded on June 8, 2015 pursuant to the 1999 Stock Incentive Plan. F2 · shares: The number of performance stock units that vested, and therefore the number of shares of JEC common stock issued upon vesting, represents 52.8% of the number of performance stock units initially awarded, with such percentage based on the growth of the Company's net earnings over the three year vesting period. F1 · price: Represents distribution of JEC common stock upon vesting of performance stock units awarded on June 8, 2015 pursuant to the 1999 Stock Incentive Plan. Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 23:55 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | GrantCOMMON STOCK | 26,223 | $64.83 | $1,700,037.09 |
DisclosureSEC source: 0001209191-17-063314 · doc4.xml · nonDerivative · entry 1 Mandel Joseph G. · CIK 0001507217 · Executive Vice President, IMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,091 F1 · shares: Represents the receipt of restricted stock units pursuant to the Company's 1999 Stock Incentive Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock. The restricted stock unit vests in two equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 21:50 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Tax withholdingCOMMON STOCK | 512 | $58.63 | $30,018.56 |
DisclosureSEC source: 0001209191-17-062097 · doc4.xml · nonDerivative · entry 1 Mandel Joseph G. · CIK 0001507217 · Executive Vice President, IMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,868 F1 · shares: Represents shares surrendered to satisfy tax withholding liabilities upon vesting of restricted stock awards. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 22:16 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Tax withholdingCOMMON STOCK | 793 | $58.43 | $46,334.99 |
DisclosureSEC source: 0001209191-17-061825 · doc4.xml · nonDerivative · entry 1 Mandel Joseph G. · CIK 0001507217 · Executive Vice President, IMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,380 F1 · shares: Represents number of shares of JEC common stock tendered for tax withholding upon vesting of restricted stock units pursuant to the Company's 1999 Stock Incentive Plan. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 20:52 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Exercise / conversionPERFORMANCE STOCK UNIT · Derivative | 4,400 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-17-038575 · doc4.xml · derivative · entry 3 Mandel Joseph G. · CIK 0001507217 · PRESIDENT, P&C 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 4,400 shares Expires not disclosed 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 · derivative.exercise_price: Each performance stock unit award represented a contingent right to receive one share of JEC common stock. F1 · kind: Represents distribution of JEC common stock upon vesting of performance stock units awarded on May 22, 2014 pursuant to the 1999 Stock Incentive Plan. F2 · shares: The number of performance units that vested, and therefore, the number of shares of JEC common stock issued upon vesting, represents 55% of the number of performance stock units initially awarded, with such percentage based on the stock price performance of JEC common stock relative to the stock price performance of a defined group of industry peers. F1 · price: Represents distribution of JEC common stock upon vesting of performance stock units awarded on May 22, 2014 pursuant to the 1999 Stock Incentive Plan. F5 · derivative.exercise_date: The performance stock units award vested on June 6, 2017. F5 · derivative.expiration_date: The performance stock units award vested on June 6, 2017. F2 · derivative.underlying_shares: The number of performance units that vested, and therefore, the number of shares of JEC common stock issued upon vesting, represents 55% of the number of performance stock units initially awarded, with such percentage based on the stock price performance of JEC common stock relative to the stock price performance of a defined group of industry peers. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 20:52 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Tax withholdingCOMMON STOCK | 1,204 | $52.09 | $62,716.36 |
DisclosureSEC source: 0001209191-17-038575 · doc4.xml · nonDerivative · entry 2 Mandel Joseph G. · CIK 0001507217 · PRESIDENT, P&C 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,173 F3 · shares: Represents number of shares of JEC common stock tendered for tax withholding on distribution of JEC common stock upon vesting of performance stock units. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 20:52 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Exercise / conversionCOMMON STOCK | 4,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-038575 · doc4.xml · nonDerivative · entry 1 Mandel Joseph G. · CIK 0001507217 · PRESIDENT, P&C 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,377 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. F1 · kind: Represents distribution of JEC common stock upon vesting of performance stock units awarded on May 22, 2014 pursuant to the 1999 Stock Incentive Plan. F2 · shares: The number of performance units that vested, and therefore, the number of shares of JEC common stock issued upon vesting, represents 55% of the number of performance stock units initially awarded, with such percentage based on the stock price performance of JEC common stock relative to the stock price performance of a defined group of industry peers. F1 · price: Represents distribution of JEC common stock upon vesting of performance stock units awarded on May 22, 2014 pursuant to the 1999 Stock Incentive Plan. Read SEC document |
| May 22, 2017 Filed May 24, 2017 17:56 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Exercise / conversionPERFORMANCE STOCK UNIT · Derivative | 1,552 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034873 · doc4.xml · derivative · entry 3 Mandel Joseph G. · CIK 0001507217 · PRESIDENT, P&C 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,552 shares Expires not disclosed 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 · derivative.exercise_price: Each performance stock unit award represented a contingent right to receive one share of JEC common stock. F1 · kind: Represents distribution of JEC common stock upon vesting of performance stock units awarded on May 22, 2014 pursuant to the 1999 Stock Incentive Plan. F2 · shares: The number of performance stock units that vested, and therefore the number of shares of JEC common stock issued upon vesting, represents 19.4% of the number of performance stock units initially awarded, with such percentage based on the growth of the Company's net earnings over the three year vesting period. F1 · price: Represents distribution of JEC common stock upon vesting of performance stock units awarded on May 22, 2014 pursuant to the 1999 Stock Incentive Plan. F5 · derivative.exercise_date: The performance stock units awarded vested on May 22, 2017. F5 · derivative.expiration_date: The performance stock units awarded vested on May 22, 2017. F2 · derivative.underlying_shares: The number of performance stock units that vested, and therefore the number of shares of JEC common stock issued upon vesting, represents 19.4% of the number of performance stock units initially awarded, with such percentage based on the growth of the Company's net earnings over the three year vesting period. Read SEC document |
| May 22, 2017 Filed May 24, 2017 17:56 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Tax withholdingCOMMON STOCK | 425 | $52.88 | $22,474.00 |
DisclosureSEC source: 0001209191-17-034873 · doc4.xml · nonDerivative · entry 2 Mandel Joseph G. · CIK 0001507217 · PRESIDENT, P&C 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,977 F3 · shares: Represents number of shares of JEC common stock tendered for tax withholding on distribution of JEC common stock upon vesting of performance stock units. Read SEC document |
| May 22, 2017 Filed May 24, 2017 17:56 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Exercise / conversionCOMMON STOCK | 1,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-034873 · doc4.xml · nonDerivative · entry 1 Mandel Joseph G. · CIK 0001507217 · PRESIDENT, P&C 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,402 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. F1 · kind: Represents distribution of JEC common stock upon vesting of performance stock units awarded on May 22, 2014 pursuant to the 1999 Stock Incentive Plan. F2 · shares: The number of performance stock units that vested, and therefore the number of shares of JEC common stock issued upon vesting, represents 19.4% of the number of performance stock units initially awarded, with such percentage based on the growth of the Company's net earnings over the three year vesting period. F1 · price: Represents distribution of JEC common stock upon vesting of performance stock units awarded on May 22, 2014 pursuant to the 1999 Stock Incentive Plan. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 17:48 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | Tax withholdingCOMMON STOCK | 786 | $58.15 | $45,705.90 |
DisclosureSEC source: 0001209191-16-151604 · doc4.xml · nonDerivative · entry 1 Mandel Joseph G. · CIK 0001507217 · PRESIDENT, P&C 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,850 F1 · shares: Represents number of shares of JEC common stock tendered for tax withholding upon vesting of restricted stock awards. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 17:57 UTC | JACOBS SOLUTIONS INC. JEC · Entity 3307 | GrantCOMMON STOCK | 11,599 | $58.63 | $680,049.37 |
DisclosureSEC source: 0001209191-16-151096 · doc4.xml · nonDerivative · entry 1 Mandel Joseph G. · CIK 0001507217 · PRESIDENT, P&C 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,636 F1 · shares: Represents the receipt of restricted stock units pursuant to the Company's 1999 Stock Incentive Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock. The restricted stock unit vests in four equal annual installments beginning on the grant date. 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.