Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVID TECHNOLOGY, INC.AVID · Entity 108526 | Director · Chairman & CEO | December 09, 2017 | December 11, 2017 |
| EDISON INTERNATIONALEIX · Entity 3225 | Director | April 27, 2017 | April 28, 2017 |
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.
AVID TECHNOLOGY, INC.
Report date December 09, 2017 · Filed December 11, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 719,838 |
Last balance in matching sequence
After 2017-12-09 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2017-12-09 · Tax withholding · Disposed 5,719 · Balance 728,063 F1: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on December 9, 2017 of 8.33% of the restricted stock units awarded on March 9, 2015. This award includes a provision requiring the withholding of shares by the Issuer to pay the required withholding taxes due on the vesting date. F2: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Row 2 · 2017-12-09 · Tax withholding · Disposed 8,225 · Balance 719,838 F3: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on December 9, 2017 of 8.33% of the restricted stock units awarded on March 9, 2016. This award includes a provision requiring the withholding of shares by the Issuer to pay the required withholding taxes due on the vesting date. F2: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. |
| Common StockSEC Table I · non-derivative | IndirectBy BD Capital Partners GP, LLC | 597,100 |
Reported balance
Holding disclosure · report date 2017-12-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 597,100 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on December 9, 2017 of 8.33% of the restricted stock units awarded on March 9, 2015. This award includes a provision requiring the withholding of shares by the Issuer to pay the required withholding taxes due on the vesting date.
F2: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available.
F3: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on December 9, 2017 of 8.33% of the restricted stock units awarded on March 9, 2016. This award includes a provision requiring the withholding of shares by the Issuer to pay the required withholding taxes due on the vesting date.
EDISON INTERNATIONAL
Report date April 27, 2017 · Filed April 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,617.3306 |
Reported balance
After 2017-04-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-04-27 · Grant · Acquired 1,681 · Balance 2,617.3306 F1: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F2: The phantom stock units were granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. F3: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F4: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock.
F2: The phantom stock units were granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting.
F3: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person.
F4: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a).
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 |
|---|---|---|---|---|---|---|
| December 09, 2017 Filed Dec 11, 2017 17:12 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 8,225 | $5.90 | $48,527.50 |
DisclosureSEC source: 0000896841-17-000189 · wf-form4_151303036160520.xml · nonDerivative · entry 2 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719,838 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on December 9, 2017 of 8.33% of the restricted stock units awarded on March 9, 2016. This award includes a provision requiring the withholding of shares by the Issuer to pay the required withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| December 09, 2017 Filed Dec 11, 2017 17:12 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 5,719 | $5.90 | $33,742.10 |
DisclosureSEC source: 0000896841-17-000189 · wf-form4_151303036160520.xml · nonDerivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728,063 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on December 9, 2017 of 8.33% of the restricted stock units awarded on March 9, 2015. This award includes a provision requiring the withholding of shares by the Issuer to pay the required withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| September 09, 2017 Filed Sep 11, 2017 18:54 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 5,638 | $4.26 | $24,017.88 |
DisclosureSEC source: 0000896841-17-000164 · wf-form4_150517043316427.xml · nonDerivative · entry 2 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733,782 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on September 9, 2017 of 8.33% of the restricted stock units awarded on March 9, 2016. This award includes a provision requiring the withholding of shares by the Issuer to pay the required withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| September 09, 2017 Filed Sep 11, 2017 18:54 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 3,920 | $4.26 | $16,699.20 |
DisclosureSEC source: 0000896841-17-000164 · wf-form4_150517043316427.xml · nonDerivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 739,420 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on September 9, 2017 of 8.33% of the restricted stock units awarded on March 9, 2015. This award includes a provision requiring the withholding of shares by the Issuer to pay the required withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 16:04 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | PurchaseCommon Stock | 136,653 | $4.99 | $681,461.18 |
DisclosureSEC source: 0000896841-17-000149 · wf-form4_149764346935409.xml · nonDerivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By BD Capital Partners GP, LLC Disclosed balance after: 597,100 F1 · price: The price reported in Column 4 is a weighted average price. The shares were acquired on June 14, 2017 in multiple transactions at prices ranging from $4.93 to $5.00, inclusive. The reporting person undertakes to provide to any security holder of Avid Technology, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 19:50 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | PurchaseCommon Stock | 141,447 | $5.00 | $707,079.41 |
DisclosureSEC source: 0000896841-17-000147 · wf-form4_149748423027179.xml · nonDerivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By BD Capital Partners GP, LLC Disclosed balance after: 460,447 F1 · price: The price reported in Column 4 is a weighted average price. The shares were acquired on June 13, 2017 in multiple transactions at prices ranging from $4.86 to $5.055, inclusive. The reporting person undertakes to provide to any security holder of Avid Technology, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 16:25 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 5,640 | $4.93 | $27,805.20 |
DisclosureSEC source: 0000896841-17-000141 · wf-form4_149738550391329.xml · nonDerivative · entry 2 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 742,222 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on June 9, 2017 of 8.33% of the restricted stock units awarded on March 9, 2016. This award includes a provision requiring the withholding of shares by the Issuer to pay the required withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 16:25 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 3,921 | $4.93 | $19,330.53 |
DisclosureSEC source: 0000896841-17-000141 · wf-form4_149738550391329.xml · nonDerivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 747,862 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on June 9, 2017 of 8.33% of the restricted stock units awarded on March 9, 2015. This award includes a provision requiring the withholding of shares by the Issuer to pay the required withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| May 09, 2017 Filed May 11, 2017 16:08 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | GrantPerformance Rights (Restricted Stock Units) · Derivative | 294,117 | $0.00 | $0.00 |
DisclosureSEC source: 0000896841-17-000119 · wf-form4_149453328224817.xml · derivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,117 Underlying: Common Stock · 294,117 shares Expires 2020-01-01 F1 · derivative.exercise_price: Represents an award of RSUs which vest on a performance-based schedule tied to the Issuer's stock price in 2017, 2018 or 2019 or the achievement of certain financial metrics in 2017. Each RSU represents the contingent right to receive one share of the Issuer's common stock. This award includes a provision for the withholding of shares by the Issuer to pay the required withholding taxes due on each such vesting date. F1 · derivative.exercise_date: Represents an award of RSUs which vest on a performance-based schedule tied to the Issuer's stock price in 2017, 2018 or 2019 or the achievement of certain financial metrics in 2017. Each RSU represents the contingent right to receive one share of the Issuer's common stock. This award includes a provision for the withholding of shares by the Issuer to pay the required withholding taxes due on each such vesting date. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:28 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantPhantom Stock · Derivative | 1,681 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-17-000112 · wf-form4_149342207987200.xml · derivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,617.3306 Underlying: Common Stock · 1,681 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F2 · shares: The phantom stock units were granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. F3 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F3 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F4 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 16:23 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 22,568 | $5.04 | $113,742.72 |
DisclosureSEC source: 0000896841-17-000026 · wf-form4_148918100504331.xml · nonDerivative · entry 3 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 751,783 F4 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on March 9, 2017 of 33.34% of the restricted stock units awarded on March 9, 2016. This award includes a provision requiring the withholding of shares by the Issuer to pay the withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 16:23 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 3,921 | $5.04 | $19,761.84 |
DisclosureSEC source: 0000896841-17-000026 · wf-form4_148918100504331.xml · nonDerivative · entry 2 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 774,351 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on March 9, 2017 of 8.33% of the restricted stock units awarded on March 9, 2015. This award includes a provision requiring the withholding of shares by the Issuer to pay the withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 16:23 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | GrantCommon Stock | 294,117 | $0.00 | $0.00 |
DisclosureSEC source: 0000896841-17-000026 · wf-form4_148918100504331.xml · nonDerivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 778,272 F1 · shares: Represents an award of restricted stock units ("RSUs") that will vest on a time-based vesting schedule as follows: 33.33% on the first anniversary of the grant date of March 08, 2017, and the remaining 66.66% in equal 8.33% installments every 3 months thereafter, provided the reporting person continues to be employed by Avid Technology, Inc. (the "Issuer") on each such vesting date. Each RSU represents the contingent right to receive one share of the Issuer's common stock. This award includes a provision requiring the withholding of shares by the Issuer to pay the required withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| February 12, 2017 Filed Feb 14, 2017 18:37 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 2,436 | $5.55 | $13,519.80 |
DisclosureSEC source: 0000896841-17-000013 · wf-form4_148711541602919.xml · nonDerivative · entry 2 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,155 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on February 12, 2017 of 8.33% of the restricted stock units awarded on November 13, 2014. This award includes a provision requiring the withholding of shares by the Issuer to pay the withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 18:37 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 2,319 | $5.55 | $12,870.45 |
DisclosureSEC source: 0000896841-17-000013 · wf-form4_148711541602919.xml · nonDerivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 486,591 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on February 11, 2017 of 6.25% of the restricted stock units awarded on February 11, 2013. This award includes a provision requiring the withholding of shares by the Issuer to pay the withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 19:27 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 5,716 | $4.57 | $26,122.12 |
DisclosureSEC source: 0001270266-16-000032 · edgar.xml · nonDerivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman, Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487,574 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on December 9, 2016 of 8.33% of the restricted stock units awarded on March 9, 2015. This award includes a provision requiring the withholding of shares by the Issuer to pay the withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| November 12, 2016 Filed Nov 14, 2016 16:43 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 3,593 | $4.47 | $16,060.71 |
DisclosureSEC source: 0001270266-16-000030 · edgar.xml · nonDerivative · entry 2 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman, Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,290 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on November 12, 2016 of 8.33% of the restricted stock units awarded on November 13, 2014. This award includes a provision for the withholding of shares by the Issuer to pay the withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 16:43 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 2,898 | $4.47 | $12,954.06 |
DisclosureSEC source: 0001270266-16-000030 · edgar.xml · nonDerivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman, Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,883 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on November 11, 2016 of 6.25% of the restricted stock units awarded on February 11, 2013. This award includes a provision for the withholding of shares by the Issuer to pay the withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| September 09, 2016 Filed Sep 12, 2016 19:11 UTC | AVID TECHNOLOGY, INC. AVID · Entity 108526 | Tax withholdingCommon Stock | 5,721 | $7.76 | $44,394.96 |
DisclosureSEC source: 0001270266-16-000028 · edgar.xml · nonDerivative · entry 1 HERNANDEZ LOUIS JR · CIK 0001270266 · Director · Chairman, Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,781 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligation upon the vesting on September 9, 2016 of 8.33% of the restricted stock units awarded on March 9, 2015. This award includes a provision for the withholding of shares by the Issuer to pay the withholding taxes due on the vesting date. F2 · balance_after: Includes shares acquired under the Issuer's Employee Stock Purchase Plan based upon the most current data available. 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.