Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Macy's, Inc.M · Entity 3820 | Chief Merchandising Officer | October 27, 2017 | November 06, 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.
Macy's, Inc.
Report date October 27, 2017 · Filed November 06, 2017 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,419 |
Reported balance
Holding disclosure · report date 2017-10-27 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 28,419 |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 6 |
Reported balance
Holding disclosure · report date 2017-10-27 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 6 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 6,326 |
Reported balance
Holding disclosure · report date 2017-10-27 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 6,326 |
| Options to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $24.85 · Expires 2018-03-21 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-10-27 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance Not disclosed F1: Options became exercisable as follows: 5,096 on March 21, 2009; 5,095 on March 21, 2010; 5,096 on March 21, 2011 and 5,095 on March 21, 2012. |
| Options to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $20.89 · Expires 2020-03-19 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-10-27 · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · Balance Not disclosed F2: Options became exercisable as follows: 2,803 on March 19, 2011; 2,803 on March 19, 2012; 2,803 on March 19, 2013 and 2,803 on March 19, 2014. |
| Options to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $23.43 · Expires 2021-03-25 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-10-27 · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · Balance Not disclosed F3: Options became exercisable as follows: 7,023 on March 25, 2012; 7,022 on March 25, 2013; 7,022 on March 25, 2014; 7,022 on March 25, 2015. |
| Options to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $39.84 · Expires 2022-03-23 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-10-27 · row 7
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 7 · Balance Not disclosed F4: Options became exercisable as follows: 6,138 on March 23, 2013; 6,137 on March 23, 2014; 6,137 on March 23, 2015 and 6,137 on March 23, 2016. |
| Options to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $41.67 · Expires 2023-03-19 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-10-27 · row 8
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 8 · Balance Not disclosed F5: Options became exercisable as follows: 7,408 on March 19, 2014; 7,407 on March 19, 2015; 7,407 on March 19, 2016 and 7,407 on March 19, 2017. |
| Options to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $58.92 · Expires 2024-03-28 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-10-27 · row 9
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 9 · Balance Not disclosed F6: Options became exercisable as follows: 4,720 on March 28, 2015; 4,719 on March 28, 2016; 4,719 on March 28, 2017 and 4,719 on March 28, 2018. |
| Options to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $63.65 · Expires 2025-03-27 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-10-27 · row 10
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 10 · Balance Not disclosed F7: Options became exercisable as follows: 6,810 on March 27, 2016; 6,809 on March 27, 2017; 6,809 on March 27, 2018 and 6,809 on March 27, 2019. |
| Options to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $43.42 · Expires 2026-03-23 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-10-27 · row 11
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 11 · Balance Not disclosed F8: Options became exercisable as follows: 11,486 on March 23, 2017; 11,485 on March 23, 2018; 11,485 on March 23, 2019 and 11,485 on March 23, 2020. |
| Options to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $28.17 · Expires 2027-03-24 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-10-27 · row 12
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 12 · Balance Not disclosed F9: Options became exercisable as follows: 24,428 on March 24, 2018; 24,427 on March 24, 2019; 24,427 on March 24, 2020 and 24,427 on March 24, 2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-10-27 · row 13
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 13 · Balance Not disclosed F11: Each restricted stock unit represents a contingent right to receive one share of Macy's Common Stock. F10: The Restricted Stock Units vest on August 25, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Options became exercisable as follows: 5,096 on March 21, 2009; 5,095 on March 21, 2010; 5,096 on March 21, 2011 and 5,095 on March 21, 2012.
F2: Options became exercisable as follows: 2,803 on March 19, 2011; 2,803 on March 19, 2012; 2,803 on March 19, 2013 and 2,803 on March 19, 2014.
F3: Options became exercisable as follows: 7,023 on March 25, 2012; 7,022 on March 25, 2013; 7,022 on March 25, 2014; 7,022 on March 25, 2015.
F4: Options became exercisable as follows: 6,138 on March 23, 2013; 6,137 on March 23, 2014; 6,137 on March 23, 2015 and 6,137 on March 23, 2016.
F5: Options became exercisable as follows: 7,408 on March 19, 2014; 7,407 on March 19, 2015; 7,407 on March 19, 2016 and 7,407 on March 19, 2017.
F6: Options became exercisable as follows: 4,720 on March 28, 2015; 4,719 on March 28, 2016; 4,719 on March 28, 2017 and 4,719 on March 28, 2018.
F7: Options became exercisable as follows: 6,810 on March 27, 2016; 6,809 on March 27, 2017; 6,809 on March 27, 2018 and 6,809 on March 27, 2019.
F8: Options became exercisable as follows: 11,486 on March 23, 2017; 11,485 on March 23, 2018; 11,485 on March 23, 2019 and 11,485 on March 23, 2020.
F9: Options became exercisable as follows: 24,428 on March 24, 2018; 24,427 on March 24, 2019; 24,427 on March 24, 2020 and 24,427 on March 24, 2021.
F10: The Restricted Stock Units vest on August 25, 2020.
F11: Each restricted stock unit represents a contingent right to receive one share of Macy's Common Stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 24, 2017 Filed Mar 28, 2017 21:21 UTC | Macy's, Inc. M · Entity 3820 | GrantOptions to Purchase Common Stock · Derivative | 97,709 | $0.00 Strike: $28.17 | $0.00 |
DisclosureSEC source: 0000794367-17-000027 · primary_doc.xml · derivative · entry 2 Kantor Jeffrey A · CIK 0001542939 · Chief Stores and HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,709 Underlying: Common Stock · 97,709 shares Expires 2027-03-24 F2 · derivative.exercise_date: Grant to reporting person of options to purchase 97,709 shares of common stock under the Issuer's Amended and Restated 2009 Omnibus Incentive Compensation Plan. The options become exercisable in 25% increments on March 24, 2018, March 24, 2019, March 24, 2020 and March 24, 2021. 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.