Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| S&P Global Inc.MHP · Entity 2879 | Director | January 05, 2009 | January 07, 2009 |
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.
S&P Global Inc.
Report date January 05, 2009 · Filed January 07, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,193.2898 |
Reported balance
After 2009-01-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2009-01-05 · Other · Acquired 45.5785 · Balance 2,193.2898 F1: Includes 45.5785 shares acquired in 2008 under The McGraw-Hill Companies Dividend Reinvestment Plan. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 26,354.87 |
Reported balance
After 2009-01-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2009-01-05 · Grant · Acquired 2,805.8 · Balance 26,354.87 F2: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2008 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F3: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 45.5785 shares acquired in 2008 under The McGraw-Hill Companies Dividend Reinvestment Plan.
F2: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2008 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month.
F3: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director.
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 |
|---|---|---|---|---|---|---|
| January 05, 2009 Filed Jan 7, 2009 14:18 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,805.8 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-000939 · doc4.xml · derivative · entry 2 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,354.87 Underlying: Common Stock · 2,805.8 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2008 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F3 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F3 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 05, 2009 Filed Jan 7, 2009 14:18 UTC | S&P Global Inc. MHP · Entity 2879 | OtherCommon Stock | 45.5785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-000939 · doc4.xml · nonDerivative · entry 1 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,193.2898 F1 · balance_after: Includes 45.5785 shares acquired in 2008 under The McGraw-Hill Companies Dividend Reinvestment Plan. Read SEC document |
| January 02, 2008 Filed Jan 3, 2008 21:32 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,714.11 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-08-000017 · ros374.xml · derivative · entry 2 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,549.07 Underlying: Common Stock · 1,714.11 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2007 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F3 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F3 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2008 Filed Jan 3, 2008 21:32 UTC | S&P Global Inc. MHP · Entity 2879 | OtherCommon Stock | 26.9855 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-08-000017 · ros374.xml · nonDerivative · entry 1 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,147.7113 F1 · balance_after: Includes 26.9855 shares acquired in 2007 under The McGraw-Hill Companies Dividend Reinvestment Plan. Read SEC document |
| January 02, 2007 Filed Jan 4, 2007 21:11 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,624.01 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-07-000021 · ros328.xml · derivative · entry 2 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,834.96 Underlying: Common Stock · 1,624.01 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2006 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F3 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F3 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2007 Filed Jan 4, 2007 21:11 UTC | S&P Global Inc. MHP · Entity 2879 | OtherCommon Stock | 22.8262 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-07-000021 · ros328.xml · nonDerivative · entry 1 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,120.7258 F1 · balance_after: Includes 22.8262 shares acquired in 2006 under The McGraw-Hill Companies Dividend Reinvestment Plan. Read SEC document |
| August 23, 2006 Filed Aug 25, 2006 18:34 UTC | S&P Global Inc. MHP · Entity 2879 | SaleCommon Stock | 3,700 | $56.56 | $209,272.00 |
DisclosureSEC source: 0001196168-06-000075 · ros293.xml · nonDerivative · entry 2 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,097.8996 Read SEC document |
| August 23, 2006 Filed Aug 25, 2006 18:34 UTC | S&P Global Inc. MHP · Entity 2879 | SaleCommon Stock | 580 | $56.61 | $32,833.80 |
DisclosureSEC source: 0001196168-06-000075 · ros293.xml · nonDerivative · entry 1 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,797.8996 Read SEC document |
| January 03, 2006 Filed Jan 5, 2006 19:34 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,799.93 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-06-000017 · ros256.xml · derivative · entry 2 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,210.97 Underlying: Common Stock · 2,799.93 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2005 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F3 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F3 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 03, 2006 Filed Jan 5, 2006 19:34 UTC | S&P Global Inc. MHP · Entity 2879 | OtherCommon Stock | 18.393 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-06-000017 · ros256.xml · nonDerivative · entry 1 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,377.8996 F1 · kind: Includes 18.393 shares acquired in 2005 under The McGraw-Hill Companies Dividend Reinvestment Plan. Read SEC document |
| January 03, 2005 Filed Jan 4, 2005 20:03 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,377.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-05-000013 · ros180.xml · derivative · entry 2 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,705.52 Underlying: Common Stock · 1,377.75 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2004 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F3 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F3 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 03, 2005 Filed Jan 4, 2005 20:03 UTC | S&P Global Inc. MHP · Entity 2879 | OtherCommon Stock | 13.1954 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-05-000013 · ros180.xml · nonDerivative · entry 1 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,179.7533 F1 · balance_after: Includes 13.1954 shares acquired in 2004 under The McGraw-Hill Companies Dividend Reinvestment Plan. Read SEC document |
| January 05, 2004 Filed Jan 7, 2004 18:44 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,012.84 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001196168-04-000027 · ros111.xml · derivative · entry 2 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,327.77 Underlying: Common Stock · 1,012.84 shares Expires not disclosed F3 · price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2003 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 05, 2004 Filed Jan 7, 2004 18:44 UTC | S&P Global Inc. MHP · Entity 2879 | OtherCommon Stock | 15.4909 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-04-000027 · ros111.xml · nonDerivative · entry 1 ROSS JAMES H · CIK 0001196165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,166.5579 F1 · balance_after: Includes 15.4909 shares acquired in 2003 under The McGraw-Hill Companies Dividend Reinvestment 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.