Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TEXTRON INCTXT · Entity 3391 | Director | March 31, 2018 | April 03, 2018 |
| UNION PACIFIC CORPUNP · Entity 2854 | Director · VICE CHAIRMAN | January 31, 2005 | February 03, 2005 |
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.
TEXTRON INC
Report date March 31, 2018 · Filed April 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 80,996.619 |
Reported balance
After 2018-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-03-31 · Grant · Acquired 1,196.564 · Balance 80,996.619 F1: Each deferred stock unit is valued based upon the value of one (1) share of Textron Inc. Common Stock. F2: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit is valued based upon the value of one (1) share of Textron Inc. Common Stock.
F2: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors.
UNION PACIFIC CORP
Report date January 31, 2005 · Filed February 03, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 211,920.9525 |
Reported balance
After 2005-01-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2005-01-31 · Tax withholding · Disposed 648.0475 · Balance 211,920.9525 |
| Common StockSEC Table I · non-derivative | Direct | 186,808 |
Reported balance
After 2005-01-31 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2005-01-31 · Other · Disposed 25,112.9525 · Balance 186,808 F1: Represents conversion of restricted stock units to fully vested stock units with a distribution ratio of 1:1 - Payable only in shares of common stock at termination of employment or a date certain. The reported transaction constitutes a change of beneficial ownership from direct to indirect upon vesting of the restricted stock units. |
| Common StockSEC Table I · non-derivative | Indirect(1) | 136,856.5602 |
Reported balance
After 2005-01-31 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2005-01-31 · Other · Acquired 25,112.9525 · Balance 136,856.5602 F1: Represents conversion of restricted stock units to fully vested stock units with a distribution ratio of 1:1 - Payable only in shares of common stock at termination of employment or a date certain. The reported transaction constitutes a change of beneficial ownership from direct to indirect upon vesting of the restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents conversion of restricted stock units to fully vested stock units with a distribution ratio of 1:1 - Payable only in shares of common stock at termination of employment or a date certain. The reported transaction constitutes a change of beneficial ownership from direct to indirect upon vesting of the restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MERITOR, INC.
Report date August 03, 2022 · Filed August 05, 2022
Section 16 reporting ended · disclosed 2022-08-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-08-03 transaction · row 1
1 source rowRow 1 · 2022-08-03 · Disposition to issuer · Disposed 335,057 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50.
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 |
|---|---|---|---|---|---|---|
| November 07, 2003 Filed Nov 10, 2003 22:37 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $39.78 | $0.00 |
DisclosureSEC source: 0000100885-03-000074 · edgardoc.xml · derivative · entry 11 EVANS IVOR J · CIK 0001200003 · Director · PRESIDENT & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2008-09-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 07, 2003 Filed Nov 10, 2003 22:37 UTC | UNION PACIFIC CORP UNP · Entity 2854 | OtherCommon Stock | 45,402.52 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-03-000074 · edgardoc.xml · nonDerivative · entry 10 EVANS IVOR J · CIK 0001200003 · Director · PRESIDENT & COO 10b5-1 filing: Not disclosed Ownership: Indirect · (1) Disclosed balance after: 71,304.5413 F1 · security: Fully vested stock units with a distribution ratio of 1:1 - Payable only in shares of common stock at termination of employment or a date certain. The reported transaction constitutes a change of beneficial ownership from direct to indirect upon exercise of the options. Read SEC document |
| November 07, 2003 Filed Nov 10, 2003 22:37 UTC | UNION PACIFIC CORP UNP · Entity 2854 | OtherCommon Stock | 45,402.52 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-03-000074 · edgardoc.xml · nonDerivative · entry 9 EVANS IVOR J · CIK 0001200003 · Director · PRESIDENT & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,922 F1 · shares: Fully vested stock units with a distribution ratio of 1:1 - Payable only in shares of common stock at termination of employment or a date certain. The reported transaction constitutes a change of beneficial ownership from direct to indirect upon exercise of the options. Read SEC document |
| November 07, 2003 Filed Nov 10, 2003 22:37 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 268.4429 | $64.93 | $17,430.00 |
DisclosureSEC source: 0000100885-03-000074 · edgardoc.xml · nonDerivative · entry 8 EVANS IVOR J · CIK 0001200003 · Director · PRESIDENT & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,324.52 Read SEC document |
| November 07, 2003 Filed Nov 10, 2003 22:37 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 29,262.2825 | $64.93 | $1,900,000.00 |
DisclosureSEC source: 0000100885-03-000074 · edgardoc.xml · nonDerivative · entry 7 EVANS IVOR J · CIK 0001200003 · Director · PRESIDENT & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,592.9629 Read SEC document |
| November 07, 2003 Filed Nov 10, 2003 22:37 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Exercise / conversionCommon Stock | 40,000 | $47.50 | $1,900,000.00 |
DisclosureSEC source: 0000100885-03-000074 · edgardoc.xml · nonDerivative · entry 6 EVANS IVOR J · CIK 0001200003 · Director · PRESIDENT & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,855.2454 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 07, 2003 Filed Nov 10, 2003 22:37 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 4,594 | $64.93 | $298,288.42 |
DisclosureSEC source: 0000100885-03-000074 · edgardoc.xml · nonDerivative · entry 5 EVANS IVOR J · CIK 0001200003 · Director · PRESIDENT & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,855.2454 Read SEC document |
| November 07, 2003 Filed Nov 10, 2003 22:37 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Exercise / conversionCommon Stock | 7,500 | $39.78 | $298,350.00 |
DisclosureSEC source: 0000100885-03-000074 · edgardoc.xml · nonDerivative · entry 4 EVANS IVOR J · CIK 0001200003 · Director · PRESIDENT & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,449.2454 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 07, 2003 Filed Nov 10, 2003 22:37 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 895.7243 | $64.93 | $58,159.38 |
DisclosureSEC source: 0000100885-03-000074 · edgardoc.xml · nonDerivative · entry 3 EVANS IVOR J · CIK 0001200003 · Director · PRESIDENT & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,949.2454 Read SEC document |
| November 07, 2003 Filed Nov 10, 2003 22:37 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 56,671.0303 | $64.93 | $3,679,650.00 |
DisclosureSEC source: 0000100885-03-000074 · edgardoc.xml · nonDerivative · entry 2 EVANS IVOR J · CIK 0001200003 · Director · PRESIDENT & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,844.9697 Read SEC document |
| November 07, 2003 Filed Nov 10, 2003 22:37 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Exercise / conversionCommon Stock | 92,500 | $39.78 | $3,679,650.00 |
DisclosureSEC source: 0000100885-03-000074 · edgardoc.xml · nonDerivative · entry 1 EVANS IVOR J · CIK 0001200003 · Director · PRESIDENT & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,516 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.