Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CANADIAN PACIFIC KANSAS CITY LTD/CNCP · Entity 2955 | VP & Chief Risk Officer | April 24, 2017 | April 26, 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.
CANADIAN PACIFIC KANSAS CITY LTD/CN
Report date April 24, 2017 · Filed April 26, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Rights (Deferred Share Units)SEC Table II · derivative / convertible security | Direct | 4,323 |
Reported balance
After 2017-04-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-04-24 · Grant · Acquired 10 · Balance 4,323 F1: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F2: These DSUs represent dividend equivalents credited to the reporting person's account, following Canadian Pacific Railway Limited's dividend payment on April 24, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment.
F2: These DSUs represent dividend equivalents credited to the reporting person's account, following Canadian Pacific Railway Limited's dividend payment on April 24, 2017.
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 |
|---|---|---|---|---|---|---|
| April 24, 2017 Filed Apr 26, 2017 13:31 UTC | CANADIAN PACIFIC KANSAS CITY LTD/CN CP · Entity 2955 | GrantRights (Deferred Share Units) · Derivative | 10 | $151.68 | $1,516.80 |
DisclosureSEC source: 0001662186-17-000006 · wf-form4_149322785714419.xml · derivative · entry 1 Pitz Laird Joseph · CIK 0001662186 · VP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,323 Underlying: Common Stock · 10 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F2 · kind: These DSUs represent dividend equivalents credited to the reporting person's account, following Canadian Pacific Railway Limited's dividend payment on April 24, 2017. F1 · derivative.exercise_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F1 · derivative.expiration_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F1 · derivative.underlying_shares: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 19:54 UTC | CANADIAN PACIFIC KANSAS CITY LTD/CN CP · Entity 2955 | GrantRights (Deferred Share Units) · Derivative | 11 | $150.95 | $1,660.45 |
DisclosureSEC source: 0001662186-17-000004 · wf-form4_148599684976456.xml · derivative · entry 1 Pitz Laird Joseph · CIK 0001662186 · VP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,313 Underlying: Common Stock · 11 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F2 · kind: These DSUs represent dividend equivalents credited to the reporting person's account, following Canadian Pacific Railway Limited's dividend payment on January 30, 2017. F1 · derivative.exercise_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F1 · derivative.expiration_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F1 · derivative.underlying_shares: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. Read SEC document |
| January 20, 2017 Filed Jan 23, 2017 17:30 UTC | CANADIAN PACIFIC KANSAS CITY LTD/CN CP · Entity 2955 | GrantEmployee Stock Options (Right to Buy) · Derivative | 4,753 | $0.00 Strike: $150.99 | $0.00 |
DisclosureSEC source: 0001662186-17-000002 · wf-form4_148521062728093.xml · derivative · entry 1 Pitz Laird Joseph · CIK 0001662186 · VP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,753 Underlying: Common Stock · 4,753 shares Expires 2024-01-20 F1 · derivative.exercise_date: The options were granted under the issuer's Management Stock Option Incentive Plan (MSOIP). 1/4 will be vested on January 20, 2018; 1/4 will be vested on January 20, 2019; 1/4 will be vested on January 20, 2020; 1/4 will be vested on January 20, 2021. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 16:38 UTC | CANADIAN PACIFIC KANSAS CITY LTD/CN CP · Entity 2955 | GrantRights (Deferred Share Units) · Derivative | 10 | $150.72 | $1,507.20 |
DisclosureSEC source: 0001662186-16-000004 · wf-form4_147751428797034.xml · derivative · entry 1 Pitz Laird Joseph · CIK 0001662186 · VP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,302 Underlying: Common Stock · 10 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F2 · kind: These DSUs represent dividend equivalents credited to the reporting person's account, following Canadian Pacific Railway Limited's dividend payment on October 24, 2016. F1 · derivative.exercise_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F1 · derivative.expiration_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F1 · derivative.underlying_shares: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. 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.