Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aon plcAON · Entity 2608 | Director | June 23, 2017 | June 27, 2017 |
| ILLINOIS TOOL WORKS INCITW · Entity 2959 | Director | May 05, 2017 | May 09, 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.
Aon plc
Report date June 23, 2017 · Filed June 27, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary SharesSEC Table I · non-derivative | Direct | 56,109.9 |
Reported balance
After 2017-06-23 transaction · row 1
1 source rowRow 1 · 2017-06-23 · Grant · Acquired 1,209 · Balance 56,109.9 F1: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person.
ILLINOIS TOOL WORKS INC
Report date May 05, 2017 · Filed May 09, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 99,741 |
Reported balance
After 2017-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-05-05 · Grant · Acquired 123 · Balance 99,741 F1: Represents shares of common stock acquired pursuant to the Illinois Tool Works Inc. 2015 Long-Term Incentive Plan representing quarterly director fees. F2: Includes 41,467 shares of deferred stock under the ITW Directors' Deferred Fee Plan as of May 5, 2017. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,705 |
Reported balance
Holding disclosure · report date 2017-05-05 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,705 F3: Represents units of phantom stock under the Phantom Stock Plan for non-employee directors as of May 5, 2017. Each unit is equal in value to one share of common stock. The units are not transferable and have no voting rights. Additional units are credited in amounts equivalent to cash dividends paid on the common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock acquired pursuant to the Illinois Tool Works Inc. 2015 Long-Term Incentive Plan representing quarterly director fees.
F2: Includes 41,467 shares of deferred stock under the ITW Directors' Deferred Fee Plan as of May 5, 2017.
F3: Represents units of phantom stock under the Phantom Stock Plan for non-employee directors as of May 5, 2017. Each unit is equal in value to one share of common stock. The units are not transferable and have no voting rights. Additional units are credited in amounts equivalent to cash dividends paid on the 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 |
|---|---|---|---|---|---|---|
| June 23, 2017 Filed Jun 27, 2017 22:12 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Shares | 1,209 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-009696 · edgar.xml · nonDerivative · entry 1 MORRISON ROBERT S · CIK 0001025098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,109.9 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person. Read SEC document |
| May 05, 2017 Filed May 9, 2017 20:41 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GrantCommon Stock | 123 | $139.60 | $17,170.80 |
DisclosureSEC source: 0000049826-17-000102 · wf-form4_149436248815299.xml · nonDerivative · entry 1 MORRISON ROBERT S · CIK 0001025098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,741 F1 · kind: Represents shares of common stock acquired pursuant to the Illinois Tool Works Inc. 2015 Long-Term Incentive Plan representing quarterly director fees. F2 · balance_after: Includes 41,467 shares of deferred stock under the ITW Directors' Deferred Fee Plan as of May 5, 2017. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:26 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GrantCommon Stock | 353 | $127.21 | $44,905.13 |
DisclosureSEC source: 0000049826-17-000016 · wf-form4_148650636056789.xml · nonDerivative · entry 1 MORRISON ROBERT S · CIK 0001025098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,415 F1 · kind: Represents shares of common stock acquired pursuant to the Illinois Tool Works Inc. 2015 Long-Term Incentive Plan representing quarterly director fees. F2 · balance_after: Includes 41,142 shares of deferred stock under the ITW Directors' Deferred Fee Plan as of February 3, 2017. Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 21:00 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GrantCommon Stock | 395 | $114.02 | $45,037.90 |
DisclosureSEC source: 0000049826-16-000271 · wf-form4_147863881759881.xml · nonDerivative · entry 1 MORRISON ROBERT S · CIK 0001025098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,848 F1 · kind: Represents shares of common stock acquired pursuant to the Illinois Tool Works Inc. 2015 Long-Term Incentive Plan representing quarterly director fees. F2 · balance_after: Includes 40,574 shares of deferred stock under the ITW Directors' Deferred Fee Plan as of November 4, 2016. 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.