Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORD MOTOR COF · Entity 1829 | Group Vice President | March 02, 2018 | March 06, 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.
FORD MOTOR CO
Report date March 02, 2018 · Filed March 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 15,218 |
Ending reported balance
After 2018-03-04 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2018-03-02 · Exercise / conversion · Acquired 5,082 · Balance 12,640 F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Row 2 · 2018-03-02 · Tax withholding · Disposed 6,604 · Balance 6,036 F2: These shares were withheld by the Company to cover my income tax liability relating to March 2, 2018, March 3, 2018, and March 4, 2018 vesting of awards of Common Stock under the Company's Long-Term Incentive Plan. The amount withheld for taxes for each award was determined using the closing price of Ford stock on March 2, 2018. Row 3 · 2018-03-03 · Exercise / conversion · Acquired 4,143 · Balance 10,179 F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Row 4 · 2018-03-04 · Exercise / conversion · Acquired 1,617 · Balance 11,796 F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Row 5 · 2018-03-04 · Grant · Acquired 3,422 · Balance 15,218 F3: These shares were acquired under the Company's Long-Term Incentive Plan without payment by me and are a final award related to a 2015 performance-based restricted stock unit opportunity. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-03-04 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-03-04 · Exercise / conversion · Disposed 1,617 · Balance 0 F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,269 |
Reported balance
After 2018-03-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-03-03 · Exercise / conversion · Disposed 4,143 · Balance 4,269 F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,320 |
Reported balance
After 2018-03-02 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-03-02 · Exercise / conversion · Disposed 5,082 · Balance 10,320 F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 86,153 |
Reported balance
After 2018-03-02 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-03-02 · Grant · Acquired 86,153 · Balance 86,153 F4: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2018), 66% after two years, and in full after three years. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan.
F2: These shares were withheld by the Company to cover my income tax liability relating to March 2, 2018, March 3, 2018, and March 4, 2018 vesting of awards of Common Stock under the Company's Long-Term Incentive Plan. The amount withheld for taxes for each award was determined using the closing price of Ford stock on March 2, 2018.
F3: These shares were acquired under the Company's Long-Term Incentive Plan without payment by me and are a final award related to a 2015 performance-based restricted stock unit opportunity.
F4: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2018), 66% after two years, and in full after three years.
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 |
|---|---|---|---|---|---|---|
| March 04, 2018 Filed Mar 6, 2018 20:16 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionFord Stock Units · Derivative | 1,617 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017163 · doc4.xml · derivative · entry 6 Fleet Peter D. · CIK 0001709922 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 par value · 1,617 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. F1 · derivative.exercise_price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · kind: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · derivative.exercise_date: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · derivative.expiration_date: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Read SEC document |
| March 04, 2018 Filed Mar 6, 2018 20:16 UTC | FORD MOTOR CO F · Entity 1829 | GrantCommon Stock, $0.01 par value | 3,422 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017163 · doc4.xml · nonDerivative · entry 5 Fleet Peter D. · CIK 0001709922 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,218 F3 · kind: These shares were acquired under the Company's Long-Term Incentive Plan without payment by me and are a final award related to a 2015 performance-based restricted stock unit opportunity. F3 · price: These shares were acquired under the Company's Long-Term Incentive Plan without payment by me and are a final award related to a 2015 performance-based restricted stock unit opportunity. Read SEC document |
| March 04, 2018 Filed Mar 6, 2018 20:16 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 1,617 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017163 · doc4.xml · nonDerivative · entry 4 Fleet Peter D. · CIK 0001709922 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,796 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: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 20:16 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionFord Stock Units · Derivative | 4,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017163 · doc4.xml · derivative · entry 7 Fleet Peter D. · CIK 0001709922 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,269 Underlying: Common Stock, $0.01 par value · 4,143 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. F1 · derivative.exercise_price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · kind: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · derivative.exercise_date: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · derivative.expiration_date: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 20:16 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 4,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017163 · doc4.xml · nonDerivative · entry 3 Fleet Peter D. · CIK 0001709922 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,179 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: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 20:16 UTC | FORD MOTOR CO F · Entity 1829 | GrantFord Stock Units · Derivative | 86,153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017163 · doc4.xml · derivative · entry 9 Fleet Peter D. · CIK 0001709922 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,153 Underlying: Common Stock, $0.01 par value · 86,153 shares Expires not disclosed F4 · derivative.exercise_price: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2018), 66% after two years, and in full after three years. F4 · kind: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2018), 66% after two years, and in full after three years. F4 · price: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2018), 66% after two years, and in full after three years. F4 · derivative.exercise_date: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2018), 66% after two years, and in full after three years. F4 · derivative.expiration_date: These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2018), 66% after two years, and in full after three years. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 20:16 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionFord Stock Units · Derivative | 5,082 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017163 · doc4.xml · derivative · entry 8 Fleet Peter D. · CIK 0001709922 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,320 Underlying: Common Stock, $0.01 par value · 5,082 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. F1 · derivative.exercise_price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · kind: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · derivative.exercise_date: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · derivative.expiration_date: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 20:16 UTC | FORD MOTOR CO F · Entity 1829 | Tax withholdingCommon Stock, $0.01 par value | 6,604 | $10.40 | $68,681.60 |
DisclosureSEC source: 0001209191-18-017163 · doc4.xml · nonDerivative · entry 2 Fleet Peter D. · CIK 0001709922 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,036 F2 · kind: These shares were withheld by the Company to cover my income tax liability relating to March 2, 2018, March 3, 2018, and March 4, 2018 vesting of awards of Common Stock under the Company's Long-Term Incentive Plan. The amount withheld for taxes for each award was determined using the closing price of Ford stock on March 2, 2018. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 20:16 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 5,082 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017163 · doc4.xml · nonDerivative · entry 1 Fleet Peter D. · CIK 0001709922 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,640 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: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan. 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.