Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRSTENERGY CORPFE · Entity 3171 | Director | April 26, 2018 | April 30, 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.
FIRSTENERGY CORP
Report date April 26, 2018 · Filed April 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 75,006.419 |
Reported balance
After 2018-04-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-04-26 · Grant · Acquired 489 · Balance 75,006.419 F1: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2: 1 for 1 F3: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4: Includes phantom stock units acquired through dividend reinvestments. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors.
F2: 1 for 1
F3: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock.
F4: Includes phantom stock units acquired through dividend reinvestments.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BALL Corp
Report date April 25, 2018 · Filed April 25, 2018
Section 16 reporting ended · disclosed 2018-04-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,884 |
Reported balance
Holding disclosure · report date 2018-04-25 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 74,884 |
| Deferred Compensation Company Stock PlanSEC Table II · derivative / convertible security | Direct | 26,913.5598 |
Reported balance
Holding disclosure · report date 2018-04-25 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 26,913.5598 F1: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan. F2: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 71,214 |
Reported balance
Holding disclosure · report date 2018-04-25 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 71,214 F3: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan.
F2: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan.
F3: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock.
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 |
|---|---|---|---|---|---|---|
| April 26, 2018 Filed Apr 30, 2018 16:18 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 489 | $34.10 | $16,674.90 |
DisclosureSEC source: 0001127602-18-015544 · form4.xml · derivative · entry 1 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,006.419 Underlying: Common Stock · 489 shares Expires not disclosed F1 · security: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 16:54 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 998 | $33.81 | $33,742.38 |
DisclosureSEC source: 0001127602-18-009153 · form4.xml · derivative · entry 3 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,707.288 Underlying: Common Stock · 998 shares Expires not disclosed F2 · security: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F3 · derivative.exercise_price: 1 for 1 F4 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares of FirstEnergy Corp. common stock following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F5 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 10:26 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,031 | $32.73 | $33,744.63 |
DisclosureSEC source: 0001127602-17-031114 · form4.xml · derivative · entry 1 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,942.133 Underlying: Common Stock · 1,031 shares Expires not disclosed F1 · security: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 13:46 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,056 | $31.96 | $33,749.76 |
DisclosureSEC source: 0001127602-17-024970 · form4.xml · derivative · entry 1 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,132.365 Underlying: Common Stock · 1,056 shares Expires not disclosed F1 · security: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| May 03, 2017 Filed May 5, 2017 09:17 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,178 | $28.64 | $33,737.92 |
DisclosureSEC source: 0001127602-17-016972 · form4.xml · derivative · entry 1 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,240.483 Underlying: Common Stock · 1,178 shares Expires not disclosed F1 · security: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 17:08 UTC | BALL Corp BLL · Entity 3320 | GrantRestricted Stock Units · Derivative | 1,929 | $75.17 | $145,002.93 |
DisclosureSEC source: 0001127602-17-015657 · form4.xml · derivative · entry 1 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,607 Underlying: Common Stock · 1,929 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. F2 · kind: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan. F2 · derivative.exercise_date: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan. F2 · derivative.expiration_date: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 21:00 UTC | BALL Corp BLL · Entity 3320 | OtherDeferred Compensation Company Stock Plan · Derivative | 23.0746 | $74.94 | $1,729.21 |
DisclosureSEC source: 0001127602-17-011953 · form4.xml · derivative · entry 1 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,324.6599 Underlying: Common Stock · 23.0746 shares Expires not disclosed F1 · derivative.exercise_price: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan. F2 · kind: Dividend reinvestment in Ball Corporation Deferred Compensation Company Stock Plan. F3 · derivative.exercise_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. F3 · derivative.expiration_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 15:15 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,052 | $32.06 | $33,727.12 |
DisclosureSEC source: 0001127602-17-009175 · form4.xml · derivative · entry 3 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,318.004 Underlying: Common Stock · 1,052 shares Expires not disclosed F2 · security: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F3 · derivative.exercise_price: 1 for 1 F4 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F5 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 16:53 UTC | BALL Corp BLL · Entity 3320 | OtherDeferred Compensation Company Stock Plan · Derivative | 22.6248 | $76.30 | $1,726.27 |
DisclosureSEC source: 0001127602-16-070362 · form4.xml · derivative · entry 1 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,301.5853 Underlying: Common Stock · 22.6248 shares Expires not disclosed F1 · derivative.exercise_price: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan. F2 · kind: Dividend reinvestment in Ball Corporation Deferred Compensation Company Stock Plan. F3 · derivative.exercise_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. F3 · derivative.expiration_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 09:14 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,001 | $33.70 | $33,733.70 |
DisclosureSEC source: 0001127602-16-066787 · form4.xml · derivative · entry 1 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,528.033 Underlying: Common Stock · 1,001 shares Expires not disclosed F1 · security: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: In accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F3 · derivative.expiration_date: In accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 19:40 UTC | BALL Corp BLL · Entity 3320 | OtherDeferred Compensation Company Stock Plan · Derivative | 22.0102 | $78.30 | $1,723.40 |
DisclosureSEC source: 0001127602-16-062639 · form4.xml · derivative · entry 2 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,278.9605 Underlying: Common Stock · 22.0102 shares Expires not disclosed F3 · derivative.exercise_price: Each unit may be settled for a single share of stock or the equivalent amount of cash pursuant to the Ball Corporation Deferred Compensation Company Stock Plan. F4 · kind: Dividend reinvestment in Ball Corporation Deferred Compensation Company Stock Plan. F5 · derivative.exercise_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. F5 · derivative.expiration_date: Stock units in Ball Corporation's Deferred Compensation Company Stock Plan are distributed upon the separation of service in accordance with the Plan. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 19:40 UTC | BALL Corp BLL · Entity 3320 | GrantRestricted Stock Units · Derivative | 3,000 | $78.30 | $234,900.00 |
DisclosureSEC source: 0001127602-16-062639 · form4.xml · derivative · entry 1 SMART GEORGE M · CIK 0001016653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,678 Underlying: Common Stock · 3,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. F2 · kind: Restricted Stock Units awarded under the Ball Corporation Director Deposit Share Program. F2 · derivative.exercise_date: Restricted Stock Units awarded under the Ball Corporation Director Deposit Share Program. F2 · derivative.expiration_date: Restricted Stock Units awarded under the Ball Corporation Director Deposit Share Program. 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.