Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stagwell IncMDCA · Entity 4480 | See Remarks | February 28, 2018 | March 02, 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.
Stagwell Inc
Report date February 28, 2018 · Filed March 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A SharesSEC Table I · non-derivative | Direct | 208,574 |
Reported balance
After 2018-02-28 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2018-02-28 · Grant · Acquired 26,738 · Balance 208,574 F2: All 26,738 shares of Restricted Stock (Class A Shares) of the Issuer awarded on February 28, 2018 will vest on March 1, 2021, subject to achievement of financial performance targets and continued employment. F1: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. |
| Class A SharesSEC Table I · non-derivative | Direct | 181,836 |
Reported balance
Holding disclosure · report date 2018-02-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 181,836 F1: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $6.60 · Expires 2022-01-31 | Direct | 43,000 |
Reported balance
Holding disclosure · report date 2018-02-28 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 43,000 F3: SARs granted January 31, 2017 vest on the third anniversary of the grant date and expire on January 31, 2022. These SARs may be settled in cash or stock at the discretion of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer.
F2: All 26,738 shares of Restricted Stock (Class A Shares) of the Issuer awarded on February 28, 2018 will vest on March 1, 2021, subject to achievement of financial performance targets and continued employment.
F3: SARs granted January 31, 2017 vest on the third anniversary of the grant date and expire on January 31, 2022. These SARs may be settled in cash or stock at the discretion of the issuer.
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 |
|---|---|---|---|---|---|---|
| February 28, 2018 Filed Mar 2, 2018 21:30 UTC | Stagwell Inc MDCA · Entity 4480 | GrantClass A Shares | 26,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-012557 · tv487324_form4.xml · nonDerivative · entry 2 Kantor Robert Andrew · CIK 0001699281 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,574 F2 · shares: All 26,738 shares of Restricted Stock (Class A Shares) of the Issuer awarded on February 28, 2018 will vest on March 1, 2021, subject to achievement of financial performance targets and continued employment. F1 · balance_after: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. 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.