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KELLY EDWARD J III

Disclosed activity across 6 companies

Tapewire entity
16898
SEC CIK
0001160225

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CITIGROUP INCC · Entity 2837Vice ChairmanFebruary 14, 2011February 16, 2011
CITIZENS FINANCIAL GROUP INC/RICFG · Entity 1913DirectorAugust 13, 2026August 17, 2026
CSX CORPCSX · Entity 442DirectorFebruary 07, 2018February 09, 2018
DOLLAR TREE, INC.DLTR · Entity 3189DirectorOctober 01, 2026October 03, 2026
METLIFE INCMET · Entity 488DirectorJune 10, 2025June 12, 2025

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.

CITIGROUP INC

Report date February 14, 2011 · Filed February 16, 2011

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Employee Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.91 · Expires 2017-02-14Direct1,000,000 Reported balance After 2011-02-14 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2011-02-14 · Grant · Acquired 1,000,000 · Balance 1,000,000

F1: The options vest in three equal annual installments beginning on February 14, 2012.

F2: If the Reporting Person exercises all or part of the option grant prior to the fifth anniversary of the grant date, the after-tax shares acquired will be subject to a one year sale restriction.

Common StockSEC Table I · non-derivativeDirect3,309,051.5 Reported balance Holding disclosure · report date 2011-02-14 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 3,309,051.5

Filing footnotes · ownership attribution and instrument terms

F1: The options vest in three equal annual installments beginning on February 14, 2012.

F2: If the Reporting Person exercises all or part of the option grant prior to the fifth anniversary of the grant date, the after-tax shares acquired will be subject to a one year sale restriction.

CITIZENS FINANCIAL GROUP INC/RI

Report date August 13, 2026 · Filed August 17, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect39,908.537 Reported balance After 2026-08-13 transaction · row 1
1 source row

Row 1 · 2026-08-13 · Grant · Acquired 246.184 · Balance 39,908.537

F1: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Filing footnotes · ownership attribution and instrument terms

F1: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

CSX CORP

Report date February 07, 2018 · Filed February 09, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectCSX Corporation Directors Deferred Compensation Plan227,004 Reported balance After 2018-02-07 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2018-02-07 · Grant · Acquired 7,309 · Balance 227,004

F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan.

F2: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan.

Filing footnotes · ownership attribution and instrument terms

F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan.

F2: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan.

DOLLAR TREE, INC.

Report date October 01, 2026 · Filed October 03, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom StockSEC Table II · derivative / convertible securityDirect327.71 Reported balance After 2026-10-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-10-01 · Grant · Acquired 327.71 · Balance 327.71

F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program.

F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Filing footnotes · ownership attribution and instrument terms

F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program.

F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

METLIFE INC

Report date June 10, 2025 · Filed June 12, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect37,112 Reported balance After 2025-06-10 transaction · row 1
1 source row

Row 1 · 2025-06-10 · Grant · Acquired 263 · Balance 37,112

F1: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred.

Filing footnotes · ownership attribution and instrument terms

F1: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

XL GROUP LTD

Report date September 12, 2018 · Filed September 14, 2018

Section 16 reporting ended · disclosed 2018-09-14. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common SharesSEC Table I · non-derivativeDirect0 Reported balance After 2018-09-12 transaction · row 1
1 source row

Row 1 · 2018-09-12 · Disposition to issuer · Disposed 15,586 · Balance 0

F1: Disposed of following the completion of the merger (the "Merger") described in the Agreement and Plan of Merger, dated as of March 5, 2018, by and among AXA SA, Camelot Holdings Ltd. and the Issuer. At the effective time of the Merger, each issued and outstanding common share of XL Group Ltd was automatically cancelled and converted into the right to receive $57.60 in cash (the "Merger Consideration").

F2: Includes all common shares held directly by the Reporting Person immediately prior to the Merger and which were automatically cancelled and converted into the right to receive the Merger Consideration.

Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.52 · Expires 2024-08-01Direct0 Reported balance After 2018-09-12 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2018-09-12 · Disposition to issuer · Disposed 5,000 · Balance 0

F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of following the completion of the merger (the "Merger") described in the Agreement and Plan of Merger, dated as of March 5, 2018, by and among AXA SA, Camelot Holdings Ltd. and the Issuer. At the effective time of the Merger, each issued and outstanding common share of XL Group Ltd was automatically cancelled and converted into the right to receive $57.60 in cash (the "Merger Consideration").

F2: Includes all common shares held directly by the Reporting Person immediately prior to the Merger and which were automatically cancelled and converted into the right to receive the Merger Consideration.

F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 20, 2023 Filed Jun 22, 2023 20:20 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 803 $54.52 $43,779.56
Disclosure

SEC source: 0001099219-23-000200 · wf-form4_168746522471091.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,929

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay a portion of non-management director retainer fees in MetLife, Inc. common stock. The director elected to defer receipt of these shares under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
June 14, 2023 Filed Jun 16, 2023 20:17 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 288 $53.94 $15,534.72
Disclosure

SEC source: 0001099219-23-000171 · wf-form4_168694661827751.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,126

F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred.

Read SEC document
May 17, 2023 Filed May 18, 2023 22:15 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 384.142 $0.00 $0.00
Disclosure

SEC source: 0000759944-23-000101 · wk-form4_1684448126.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,511.943

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
April 27, 2023 Filed Apr 28, 2023 21:05 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 4,818 $0.00 $0.00
Disclosure

SEC source: 0000759944-23-000067 · wf-form4_168271589136870.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,127.801

F1 · shares: Reflects a restricted stock unit award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:01 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 755 $57.97 $43,767.35
Disclosure

SEC source: 0001099219-23-000126 · wf-form4_168072844791758.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,838

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay a portion of non-management director retainer fees in MetLife, Inc. common stock. The director elected to defer receipt of these shares under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:57 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantPhantom Stock · Derivative 261.23 $143.55 $37,499.57
Disclosure

SEC source: 0001127602-23-012309 · form4.xml · derivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 261.23

Underlying: Common Stock · 261.23 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
March 14, 2023 Filed Mar 16, 2023 20:35 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 244 $59.07 $14,413.08
Disclosure

SEC source: 0001099219-23-000107 · wf-form4_167899893017035.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,083

F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 23:59 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 31 $71.73 $2,223.63
Disclosure

SEC source: 0001099219-23-000081 · wf-form4_167780157050206.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,839

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay a portion of non-management director retainer fees in MetLife, Inc. common stock. The director elected to defer receipt of these shares under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:51 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 185.247 $0.00 $0.00
Disclosure

SEC source: 0000759944-23-000018 · wf-form4_167658425897291.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,309.801

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:29 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 520 $72.15 $37,518.00
Disclosure

SEC source: 0001099219-23-000030 · wf-form4_167295413463105.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,808

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer in MetLife, Inc. common stock. The director elected to defer receipt of these shares under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
January 01, 2023 Filed Jan 3, 2023 19:30 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantPhantom Stock · Derivative 265.13 $141.44 $37,499.99
Disclosure

SEC source: 0001127602-23-000096 · form4.xml · derivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 265.13

Underlying: Common Stock · 265.13 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
December 14, 2022 Filed Dec 16, 2022 21:24 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 193 $72.84 $14,058.12
Disclosure

SEC source: 0001099219-22-000201 · wf-form4_167122585590317.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,288

F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife Inc. common stock that have become payable, but receipt of which the director has deferred.

Read SEC document
November 16, 2022 Filed Nov 17, 2022 22:23 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 200.157 $0.00 $0.00
Disclosure

SEC source: 0000759944-22-000147 · wf-form4_166872376871998.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,124.554

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
October 03, 2022 Filed Oct 5, 2022 20:30 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 599 $62.62 $37,509.38
Disclosure

SEC source: 0001099219-22-000170 · wf-form4_166500181271382.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,096

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. The director deferred receipt under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
October 01, 2022 Filed Oct 4, 2022 15:56 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantPhantom Stock · Derivative 367.38 $136.10 $50,000.42
Disclosure

SEC source: 0001127602-22-023394 · form4.xml · derivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 367.38

Underlying: Common Stock · 367.38 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
September 14, 2022 Filed Sep 16, 2022 20:24 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 205 $66.41 $13,614.05
Disclosure

SEC source: 0001099219-22-000140 · wf-form4_166335987075723.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,497

F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred.

Read SEC document
August 16, 2022 Filed Aug 18, 2022 22:24 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 196.204 $0.00 $0.00
Disclosure

SEC source: 0000759944-22-000126 · wf-form4_166086144818510.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,924.397

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
July 01, 2022 Filed Jul 1, 2022 22:01 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantPhantom Stock · Derivative 989.55 $156.27 $154,636.98
Disclosure

SEC source: 0001127602-22-018575 · form4.xml · derivative · entry 2

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,309.51

Underlying: Common Stock · 989.55 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F4 · kind: Represents deferral under the 2013 Director Deferred Compensation Plan of the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
July 01, 2022 Filed Jul 1, 2022 22:01 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantPhantom Stock · Derivative 319.96 $156.27 $50,000.15
Disclosure

SEC source: 0001127602-22-018575 · form4.xml · derivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,279.84

Underlying: Common Stock · 319.96 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 18:49 UTC Amendment DOLLAR TREE, INC. DLTR · Entity 3189 GrantPhantom Stock · Derivative 959.88 $156.27 $150,000.45
Disclosure

SEC source: 0001127602-22-018912 · form4a.xml · derivative · entry 2

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,279.84

Underlying: Common Stock · 959.88 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F4 · kind: Represents deferral under the 2013 Director Deferred Compensation Plan of the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan.

F5 · shares: As a result of a clerical error, the amount of shares was previously reported as 989.55.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 18:49 UTC Amendment DOLLAR TREE, INC. DLTR · Entity 3189 GrantPhantom Stock · Derivative 319.96 $156.27 $50,000.15
Disclosure

SEC source: 0001127602-22-018912 · form4a.xml · derivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 319.96

Underlying: Common Stock · 319.96 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
June 21, 2022 Filed Jun 23, 2022 20:14 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 600 $62.53 $37,518.00
Disclosure

SEC source: 0000937834-22-000079 · wf-form4_165601524698364.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,291

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. The director deferred receipt under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
June 14, 2022 Filed Jun 16, 2022 20:29 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 214 $61.86 $13,238.04
Disclosure

SEC source: 0000937834-22-000056 · wf-form4_165541136817594.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,691

F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife Inc. common stock that have become payable, but receipt of which the director has deferred.

Read SEC document
May 17, 2022 Filed May 18, 2022 20:55 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 183.518 $0.00 $0.00
Disclosure

SEC source: 0000759944-22-000091 · wf-form4_165290727254899.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,728.193

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
April 28, 2022 Filed May 2, 2022 21:06 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 3,349 $0.00 $0.00
Disclosure

SEC source: 0000759944-22-000084 · wf-form4_165152557318345.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,544.675

F1 · shares: Reflects a restricted stock unit award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
April 18, 2022 Filed Apr 20, 2022 16:21 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantPhantom Stock · Derivative 253.22 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-012230 · form4.xml · derivative · entry 2

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 253.22

Underlying: Common Stock · 253.22 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F4 · kind: Represents deferral under the 2013 Director Deferred Compensation Plan of the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

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April 18, 2022 Filed Apr 20, 2022 16:21 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantPhantom Stock · Derivative 290.65 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-012230 · form4.xml · derivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 290.65

Underlying: Common Stock · 290.65 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

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April 01, 2022 Filed Apr 5, 2022 20:11 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 532 $70.50 $37,506.00
Disclosure

SEC source: 0001099219-22-000098 · wf-form4_164918948101827.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,477

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. The director deferred receipt under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
March 14, 2022 Filed Mar 16, 2022 20:38 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 191 $64.69 $12,355.79
Disclosure

SEC source: 0001099219-22-000077 · wf-form4_164746311268749.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,945

F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife Inc. common stock that have become payable, but receipt of which the director has deferred.

Read SEC document
February 11, 2022 Filed Feb 14, 2022 21:34 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 108.027 $0.00 $0.00
Disclosure

SEC source: 0000759944-22-000010 · wf-form4_164487441438641.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,195.675

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
January 03, 2022 Filed Jan 5, 2022 21:39 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 594 $63.23 $37,558.62
Disclosure

SEC source: 0000937834-22-000014 · wf-form4_164141876216260.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,754

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. The director deferred receipt under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
December 14, 2021 Filed Dec 16, 2021 21:33 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 197 $60.80 $11,977.60
Disclosure

SEC source: 0001099219-21-000352 · wf-form4_163969042054155.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,160

F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 00:08 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 118.276 $0.00 $0.00
Disclosure

SEC source: 0000759944-21-000161 · wf-form4_163702126006779.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,087.648

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:27 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 600 $62.52 $37,512.00
Disclosure

SEC source: 0001099219-21-000320 · wf-form4_163346558396746.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,963

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. The director deferred receipt under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
September 14, 2021 Filed Sep 16, 2021 20:38 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 191 $60.78 $11,608.98
Disclosure

SEC source: 0001099219-21-000291 · wf-form4_163182466960726.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,363

F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred.

Read SEC document
August 13, 2021 Filed Aug 16, 2021 21:33 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 129.275 $0.00 $0.00
Disclosure

SEC source: 0000759944-21-000117 · wf-form4_162914956447653.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,969.372

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
June 15, 2021 Filed Jun 17, 2021 21:15 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 589 $63.77 $37,560.53
Disclosure

SEC source: 0001099219-21-000245 · wf-form4_162396450893406.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,172

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. The director deferred receipt under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
June 14, 2021 Filed Jun 17, 2021 00:57 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 177 $63.31 $11,205.87
Disclosure

SEC source: 0001099219-21-000213 · wf-form4_162389142354420.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,583

F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred.

Read SEC document
May 13, 2021 Filed May 14, 2021 20:34 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 116.054 $0.00 $0.00
Disclosure

SEC source: 0000759944-21-000078 · wf-form4_162102444684071.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,840.097

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
April 22, 2021 Filed Apr 23, 2021 20:29 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 3,010 $0.00 $0.00
Disclosure

SEC source: 0000759944-21-000066 · wf-form4_161920973468317.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,724.043

F1 · shares: Reflects a restricted stock unit award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:53 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 609 $61.60 $37,514.40
Disclosure

SEC source: 0001099219-21-000158 · wf-form4_161765595125870.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,406

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. The director deferred receipt under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
March 15, 2021 Filed Mar 17, 2021 20:57 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 172 $60.54 $10,412.88
Disclosure

SEC source: 0001099219-21-000126 · wf-form4_161601462306598.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,797

F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred.

Read SEC document
February 17, 2021 Filed Feb 18, 2021 21:43 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 108.206 $0.00 $0.00
Disclosure

SEC source: 0000759944-21-000027 · wf-form4_161368458052297.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,714.043

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 21:27 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 814 $46.08 $37,509.12
Disclosure

SEC source: 0001099219-21-000028 · wf-form4_160988195418928.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,625

F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. The director deferred receipt under the MetLife Deferred Compensation Plan for Non-Management Directors.

Read SEC document
December 14, 2020 Filed Dec 16, 2020 22:08 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 217 $45.84 $9,947.28
Disclosure

SEC source: 0001099219-20-000388 · wf-form4_160815652190732.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,811

F1 · kind: Represents imputed reinvestment of dividends on deferred shares in the reporting person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.

Read SEC document
November 12, 2020 Filed Nov 13, 2020 21:47 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 145.679 $0.00 $0.00
Disclosure

SEC source: 0000759944-20-000105 · wf-form4_160530402809848.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,605.837

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 21:39 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 1,007 $37.26 $37,520.82
Disclosure

SEC source: 0001099219-20-000347 · wf-form4_160193396155489.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,594

F1 · kind: The reporting person acquired these deferred shares under MetLife, Inc.'s non-management director compensation arrangements, which provide for 50% of non-management director retainer fees to be paid in MetLife, Inc. common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which directors may elect to defer receipt of such stock for a specified period of time.

Read SEC document
September 14, 2020 Filed Sep 16, 2020 20:25 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 241 $38.84 $9,360.44
Disclosure

SEC source: 0001099219-20-000311 · wf-form4_160028792539104.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,587

F1 · kind: Represents imputed reinvestment of dividends on deferred shares in the reporting person's deferral account pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but that remain unpaid because payment has been deferred.

Read SEC document
August 12, 2020 Filed Aug 13, 2020 16:09 UTC CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 GrantCommon Stock 166.275 $0.00 $0.00
Disclosure

SEC source: 0000759944-20-000084 · wf-form4_159733494153190.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,460.158

F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.

Read SEC document
June 16, 2020 Filed Jun 18, 2020 20:51 UTC METLIFE INC MET · Entity 488 GrantCommon Stock 970 $38.69 $37,529.30
Disclosure

SEC source: 0001099219-20-000272 · wf-form4_159251346084822.xml · nonDerivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,346

F1 · kind: The reporting person acquired these deferred shares under MetLife, Inc.'s non-management director compensation arrangements, which provide for 50% of non-management director retainer fees to be paid in MetLife, Inc. common stock, and the MetLife Deferred Compensation Plan for Non-Management Directors, under which directors may elect to defer receipt of such stock for a specified period of time.

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.