Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSURANT, INC.AIZ · Entity 3387 | Director | May 11, 2018 | May 14, 2018 |
| STONEMOR PARTNERS LPSTON · Entity 152652 | Director | April 04, 2018 | April 19, 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.
ASSURANT, INC.
Report date May 11, 2018 · Filed May 14, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,684.23 |
Reported balance
After 2018-05-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-05-11 · Grant · Acquired 1,428 · Balance 38,684.23 F1: These shares are represented by restricted stock units. F2: Includes restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 140 |
Reported balance
Holding disclosure · report date 2018-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 140 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are represented by restricted stock units.
F2: Includes restricted stock units.
STONEMOR PARTNERS LP
Report date April 04, 2018 · Filed April 19, 2018 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 13,565 |
Reported balance
Holding disclosure · report date 2018-04-04 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 13,565 |
| Restricted Phantom UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-04-04 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance Not disclosed F1: Each restricted phantom unit representing limited partner interests is the economic equivalent of one common unit representing limited partner interests. Restricted phantom units become payable, in cash or common units, at the election of the issuer, upon the separation of the reporting person from service as a director or upon the occurrence of certain other events specified in Section 409A of the Internal Revenue Code of 1986, as amended. F2: Represents restricted phantom units allocated to the reporting person's deferred compensation account, including distribution equivalent rights that accrued under StoneMor Partners L.P. 2014 Long-Term Incentive Plan and under StoneMor Partners L.P. Long-Term Incentive Plan, as amended, credited to such person's deferred compensation account in the form of phantom units and accrued on all phantom units allocated or credited to such account. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted phantom unit representing limited partner interests is the economic equivalent of one common unit representing limited partner interests. Restricted phantom units become payable, in cash or common units, at the election of the issuer, upon the separation of the reporting person from service as a director or upon the occurrence of certain other events specified in Section 409A of the Internal Revenue Code of 1986, as amended.
F2: Represents restricted phantom units allocated to the reporting person's deferred compensation account, including distribution equivalent rights that accrued under StoneMor Partners L.P. 2014 Long-Term Incentive Plan and under StoneMor Partners L.P. Long-Term Incentive Plan, as amended, credited to such person's deferred compensation account in the form of phantom units and accrued on all phantom units allocated or credited to such account.
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 11, 2018 Filed May 14, 2018 17:24 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029922 · doc4.xml · nonDerivative · entry 1 CARVER HOWARD L · CIK 0001274929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,684.23 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 12, 2017 Filed May 16, 2017 16:35 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032679 · doc4.xml · nonDerivative · entry 1 CARVER HOWARD L · CIK 0001274929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,256.23 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 16:10 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | GrantRestricted Phantom Units · Derivative | 1,047.1204 | $9.55 | $10,000.00 |
DisclosureSEC source: 0001209191-17-019586 · doc4.xml · derivative · entry 1 CARVER HOWARD L · CIK 0001274929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,129.9836 Underlying: common units · 1,047.1204 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted phantom unit representing limited partner interests is the economic equivalent of one common unit representing limited partner interests. Restricted phantom units become payable, in cash or common units, at the election of the issuer, upon the separation of the reporting person from service as a director or upon the occurrence of certain other events specified in Section 409A of the Internal Revenue Code of 1986, as amended. F2 · derivative.exercise_date: See Footnote 1. F2 · derivative.expiration_date: See Footnote 1. F3 · derivative.underlying_shares: The reporting person received these restricted phantom units pursuant to the StoneMor Partners L.P. 2014 Long-Term Incentive Plan in lieu of payment to the reporting person of $10,000 which represents a portion of his annual director's retainer fee. F4 · balance_after: Represents restricted phantom units allocated to the reporting person's deferred compensation account, including distribution equivalent rights that accrued under StoneMor Partners L.P. 2014 Long-Term Incentive Plan and under StoneMor Partners L.P. Long-Term Incentive Plan, as amended, credited to such person's deferred compensation account in the form of phantom units and accrued on all phantom units allocated or credited to such account. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 16:26 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | GrantDistribution Equivalent Rights · Derivative | 687.614 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011450 · doc4.xml · derivative · entry 2 CARVER HOWARD L · CIK 0001274929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,607.9137 Underlying: common units · 687.614 shares Expires not disclosed F1 · derivative.exercise_price: The distribution equivalent rights accrue on restricted phantom units representing limited partner interests and become payable, in cash or common units, at the election of the issuer, upon the separation of the reporting person from service as a director or upon the occurrence of certain other events specified in Section 409A of the Internal Revenue Code of 1986, as amended. Each distribution equivalent right is the economic equivalent of one common unit representing a limited partner interest. F5 · shares: These distribution equivalent rights accrue under the StoneMor Partners L.P. Long-Term Incentive Plan, as amended. F3 · derivative.exercise_date: See Footnote 1. F3 · derivative.expiration_date: See Footnote 1. F4 · balance_after: Represents restricted phantom units allocated to the reporting person's deferred compensation account, including distribution equivalent rights credited to such person's deferred compensation account in the form of phantom units and accrued on all phantom units allocated or credited to such account. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 16:26 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | GrantDistribution Equivalent Rights · Derivative | 105.9011 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011450 · doc4.xml · derivative · entry 1 CARVER HOWARD L · CIK 0001274929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,481.9008 Underlying: common units · 105.9011 shares Expires not disclosed F1 · derivative.exercise_price: The distribution equivalent rights accrue on restricted phantom units representing limited partner interests and become payable, in cash or common units, at the election of the issuer, upon the separation of the reporting person from service as a director or upon the occurrence of certain other events specified in Section 409A of the Internal Revenue Code of 1986, as amended. Each distribution equivalent right is the economic equivalent of one common unit representing a limited partner interest. F2 · shares: These distribution equivalent rights accrue under the StoneMor Partners L.P. 2014 Long-Term Incentive Plan. F3 · derivative.exercise_date: See Footnote 1. F3 · derivative.expiration_date: See Footnote 1. F4 · balance_after: Represents restricted phantom units allocated to the reporting person's deferred compensation account, including distribution equivalent rights credited to such person's deferred compensation account in the form of phantom units and accrued on all phantom units allocated or credited to such account. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 17:01 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | GrantRestricted Phantom Units · Derivative | 993.0487 | $10.07 | $10,000.00 |
DisclosureSEC source: 0001209191-16-150926 · doc4.xml · derivative · entry 1 CARVER HOWARD L · CIK 0001274929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,289.3481 Underlying: common units · 993.0487 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted phantom unit representing limited partner interests is the economic equivalent of one common unit representing limited partner interests. Restricted phantom units become payable, in cash or common units, at the election of the issuer, upon the separation of the reporting person from service as a director or upon the occurrence of certain other events specified in Section 409A of the Internal Revenue Code of 1986, as amended. F2 · derivative.exercise_date: See Footnote 1. F2 · derivative.expiration_date: See Footnote 1. F3 · derivative.underlying_shares: The reporting person received these restricted phantom units pursuant to the StoneMor Partners L.P. 2014 Long-Term Incentive Plan in lieu of payment to the reporting person of $10,000 which represents a portion of his annual director's retainer fee. F4 · balance_after: Represents restricted phantom units allocated to the reporting person's deferred compensation account, including distribution equivalent rights that accrued under StoneMor Partners L.P. 2014 Long-Term Incentive Plan and under StoneMor Partners L.P. Long-Term Incentive Plan, as amended, credited to such person's deferred compensation account in the form of phantom units and accrued on all phantom units allocated or credited to such account. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 17:29 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | GrantDistribution Equivalent Rights · Derivative | 693.5474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150606 · doc4.xml · derivative · entry 2 CARVER HOWARD L · CIK 0001274929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,920.2997 Underlying: common units · 693.5474 shares Expires not disclosed F1 · derivative.exercise_price: The distribution equivalent rights accrue on restricted phantom units representing limited partner interests and become payable, in cash or common units, at the election of the issuer, upon the separation of the reporting person from service as a director or upon the occurrence of certain other events specified in Section 409A of the Internal Revenue Code of 1986, as amended. Each distribution equivalent right is the economic equivalent of one common unit representing a limited partner interest. F5 · shares: These distribution equivalent rights accrue under the StoneMor Partners L.P. Long-Term Incentive Plan, as amended. F3 · derivative.exercise_date: See Footnote 1. F3 · derivative.expiration_date: See Footnote 1. F4 · balance_after: Represents restricted phantom units allocated to the reporting person's deferred compensation account, including distribution equivalent rights credited to such person's deferred compensation account in the form of phantom units and accrued on all phantom units allocated or credited to such account. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 17:29 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | GrantDistribution Equivalent Rights · Derivative | 106.8149 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150606 · doc4.xml · derivative · entry 1 CARVER HOWARD L · CIK 0001274929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,375.9997 Underlying: common units · 106.8149 shares Expires not disclosed F1 · derivative.exercise_price: The distribution equivalent rights accrue on restricted phantom units representing limited partner interests and become payable, in cash or common units, at the election of the issuer, upon the separation of the reporting person from service as a director or upon the occurrence of certain other events specified in Section 409A of the Internal Revenue Code of 1986, as amended. Each distribution equivalent right is the economic equivalent of one common unit representing a limited partner interest. F2 · shares: These distribution equivalent rights accrue under the StoneMor Partners L.P. 2014 Long-Term Incentive Plan. F3 · derivative.exercise_date: See Footnote 1. F3 · derivative.expiration_date: See Footnote 1. F4 · balance_after: Represents restricted phantom units allocated to the reporting person's deferred compensation account, including distribution equivalent rights credited to such person's deferred compensation account in the form of phantom units and accrued on all phantom units allocated or credited to such account. Read SEC document |
| August 26, 2015 Filed Aug 17, 2017 16:59 UTC | STONEMOR PARTNERS LP STON · Entity 152652 | PurchaseCommon Units representing limited partner interests | 1,000 | $25.80 | $25,800.00 |
DisclosureSEC source: 0001209191-17-049434 · doc4.xml · nonDerivative · entry 1 CARVER HOWARD L · CIK 0001274929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,565 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.