Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLGATE PALMOLIVE COCL · Entity 2972 | Director | May 08, 2017 | May 10, 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.
COLGATE PALMOLIVE CO
Report date May 08, 2017 · Filed May 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,065 |
Ending reported balance
After 2017-05-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-08 · Exercise / conversion · Acquired 8,000 · Balance 73,065 F1: Exercise of stock options awarded under the issuer's Non-Employee Director Stock Option Plan. Row 2 · 2017-05-08 · Sale · Disposed 8,000 · Balance 65,065 F2: Sale of shares with a portion of the proceeds delivered to the issuer for payment of the exercise price of options under the issuer's Non-Employee Director Stock Option Plan. F3: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $71.86 to $71.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.55 · Expires 2019-02-17 | Direct | 0 |
Reported balance
After 2017-05-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-05-08 · Exercise / conversion · Disposed 8,000 · Balance 0 F1: Exercise of stock options awarded under the issuer's Non-Employee Director Stock Option Plan. F4: Option became exercisable in one-third increments beginning on the first anniversary of the February 17, 2009 grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Exercise of stock options awarded under the issuer's Non-Employee Director Stock Option Plan.
F2: Sale of shares with a portion of the proceeds delivered to the issuer for payment of the exercise price of options under the issuer's Non-Employee Director Stock Option Plan.
F3: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $71.86 to $71.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: Option became exercisable in one-third increments beginning on the first anniversary of the February 17, 2009 grant date.
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 |
|---|---|---|---|---|---|---|
| May 08, 2017 Filed May 10, 2017 21:07 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $30.55 | $0.00 |
DisclosureSEC source: 0001123292-17-000909 · edgar.xml · derivative · entry 3 KOGAN RICHARD J · CIK 0001023209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2019-02-17 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. F1 · kind: Exercise of stock options awarded under the issuer's Non-Employee Director Stock Option Plan. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the February 17, 2009 grant date. Read SEC document |
| May 08, 2017 Filed May 10, 2017 21:07 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 8,000 | $71.92 | $575,350.40 |
DisclosureSEC source: 0001123292-17-000909 · edgar.xml · nonDerivative · entry 2 KOGAN RICHARD J · CIK 0001023209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,065 F2 · kind: Sale of shares with a portion of the proceeds delivered to the issuer for payment of the exercise price of options under the issuer's Non-Employee Director Stock Option Plan. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $71.86 to $71.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 08, 2017 Filed May 10, 2017 21:07 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 8,000 | $30.55 | $244,400.00 |
DisclosureSEC source: 0001123292-17-000909 · edgar.xml · nonDerivative · entry 1 KOGAN RICHARD J · CIK 0001023209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,065 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. F1 · kind: Exercise of stock options awarded under the issuer's Non-Employee Director Stock Option Plan. Read SEC document |
| March 28, 2017 Filed Apr 4, 2017 20:33 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000807 · edgar.xml · nonDerivative · entry 1 KOGAN RICHARD J · CIK 0001023209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,065 F1 · kind: Bona fide gift. F1 · price: Bona fide gift. Read SEC document |
| March 23, 2016 Filed Feb 14, 2017 21:00 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000392 · edgar.xml · nonDerivative · entry 1 KOGAN RICHARD J · CIK 0001023209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,065 F1 · kind: Bona fide gift. F1 · price: Bona fide gift. 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.